Bloomberg Intelligence says Coinbase’s USDC revenue could rise up to sevenfold as payments expand

Bloomberg Intelligence argued that Coinbase’s USDC-linked revenue could expand by twofold to sevenfold if on-chain payments adoption accelerates, potentially shifting the company’s earnings mix toward payments-driven interest income. The report anchored the thesis in Coinbase’s reported stablecoin revenue of $1.35 billion in 2025, up from $911 million in 2024, and framed USDC reserve interest as […]
SEC Allowed Broker‑dealers to Apply a 2% Haircut to Qualifying Stablecoins

The SEC’s Division of Trading and Markets issued staff guidance that allows broker-dealers to apply a 2% haircut to proprietary positions in qualifying payment stablecoins when calculating net capital. The practical change is that balances once treated as effectively unusable for net-capital purposes can now count with only a modest capital charge.
Cathie Wood Reverses Course as ARK Buys $6.9M of Coinbase Stock

Cathie Wood directed an ARK purchase of roughly $6.9 million in Coinbase shares, a trade that stands out as a clear reversal versus prior positioning and puts Coinbase back on ARK’s tactical radar. The actionable signal is that ARK moved from stepping back to re-engaging, and it did so with enough size to read as […]
SBI Moves to Buy Majority Stake in Singapore Exchange Coinhako in Asia Expansion

SBI Holdings, through its subsidiary SBI Ventures Asset, is seeking to acquire a majority stake in Singapore-based crypto exchange Coinhako with the intent to make it a consolidated subsidiary, according to multiple reports published in mid-February 2026. The proposed transaction is positioned as a control acquisition, combining new capital with secondary share purchases, and it […]
Bitcoin Futures Open Interest Plunges to $34B, Lowest Since November 2024

Aggregate Bitcoin futures open interest fell to $34 billion as of Feb. 13, 2026, marking a 28% slide over 30 days and the lowest level since November 2024, according to AInvest. The timing matters because the decline lined up with forced liquidations and a large options expiry, which together point to a near-term washout in […]
Israel Charges Reservist and Civilian Over Alleged Polymarket Bets Using Classified IDF Intelligence

Israeli authorities charged an army reservist and a civilian alleging they used classified military information to place wagers on the crypto prediction market Polymarket, according to a joint statement from the Shin Bet, the Defense Ministry, and Israel Police. Prosecutors say the betting activity generated roughly $150,000 in winnings tied to the timing of military […]
Tether Buys $150M Stake in Gold.Com to Deepen Tokenized-gold Strategy

Tether said it will invest $150 million in Gold.com in a deal announced February 5, 2026, taking roughly a 12% equity stake and securing board nomination rights. The transaction pairs equity capital with a gold-leasing facility and is designed to scale distribution and liquidity for XAUT, Tether’s tokenized-gold product, while increasing Tether’s linkage to physical […]
Bed Bath & Beyond to Acquire Tokens.Com to Build Tokenized Real Estate Platform

Bed Bath & Beyond Inc. said it signed an agreement to acquire Tokens.com on February 2, 2026, framing the deal as a strategic pivot toward tokenized real estate and broader real-world asset infrastructure. The company positioned the transaction as a foundation for a unified gateway that connects property finance with tokenized-asset liquidity.
Fake ‘ClawdBot’ AI Token Hits $16M Market Cap Before 90% Crash, Founder Calls It a Scam

A Solana-based token impersonating the open-source AI project ClawdBot briefly climbed to a $16 million market cap before collapsing by roughly 90%, according to the founder of the legitimate project in comments cited on January 27, 2026. The incident unfolded during a rebrand to Moltbot and showed how account hijacks and aggressive promotion can manufacture […]
Russia-Linked A7A5 Stablecoin Processed $100 BN Before Sanctions, Elliptic Finds

Elliptic says A7A5, a ruble-pegged stablecoin linked to A7 LLC and supported by sanctioned Promsvyazbank, moved more than $100 billion in on-chain transfers within its first year. The scale matters because the activity built quickly before coordinated Western sanctions hit the token’s liquidity and market access.
