Christina Comben

American Bitcoin posted a $59.5 million Q4 loss while its revenue rose and its Bitcoin stack topped 6,000 coins, as peers pivot to AI and sell down treasuries.

The OCC’s proposal to implement the GENIUS Act would bar yield on payment stablecoins and introduce a rebuttable presumption against common issuer-affiliate reward structures.

The UK Financial Conduct Authority selected Monee, ReStabilise, Revolut and VVTX to test stablecoin issuance and payments in its regulatory sandbox beginning in Q1 2026.

FG Nexus sold another $14 million in Ether from its corporate treasury, bringing its losses to over $80 million as Ether-focused balance sheets come under mounting market pressure.

The $61 million USDT seizure in North Carolina shows how US authorities can trace and freeze stablecoin flows tied to pig butchering scams, as AI‑driven impersonation schemes surge.

Ethereum Foundation’s move to stake its own ETH, using minority clients and distributed infrastructure, throws fresh focus on how Ethereum’s staking landscape is evolving.

Bloomberg Intelligence said Coinbase’s USDC revenue may jump sevenfold, as Congress weighs a ban on stablecoin rewards that could reshape how that money is earned.

Citrini Research’s 2028 scenario imagines AI turbocharging corporate profits, while hollowing out consumer demand and quietly migrating global payments to stablecoins on cheap chains.

The Austrian Financial Market Authority has frozen new business at KuCoin EU months after granting the exchange a MiCA license, citing gaps in key AML and sanctions roles.

Gemini’s Tyler Winklevoss said he’s “optimistic” amid peak crypto pessimism, but SEC filings, layoffs and public data on Winklevoss Capital’s BTC sales paint a different picture.

US Federal Judge Aleta Trauger granted Kalshi a preliminary injunction against Tennessee, finding its sports event contracts fall under CFTC jurisdiction.

House Democrats are pressing Treasury Secretary Scott Bessent over World Liberty Financial’s push for a national trust bank charter, citing systemic risk.

Metaplanet’s Simon Gerovich addressed critics who accused the company of hiding losses and key details of its Bitcoin bets, as investor anger over leveraged Bitcoin treasuries spreads.

Voltage has launched a US dollar‑settled revolving credit line that plugs directly into Bitcoin and Lightning payment flows, letting businesses send instant, Lightning‑style payments.

“Bitcoin going to zero” Google searches have spiked to their highest level since the FTX collapse, even as institutional buyers accumulate BTC and macro uncertainty hits record highs.

The Bitcoin lender reportedly packaged thousands of Bitcoin-backed consumer loans into rated bonds, giving investors a new way to take crypto‑linked risk without holding BTC.

The exploit saw the Moonwell protocol exploited for $1.78 million after cbETH was mispriced at $1.12 instead of about $2,200, intensifying debate around AI-co-authored smart contracts.

European Central Bank President Christine Lagarde is reportedly weighing an early exit from the bank just as the EU enters a crucial phase for the digital euro.

A new SEC filing shows Peter Thiel-linked Founders Fund entities now own zero ETHZilla shares, after disclosing a 7.5% stake in 2025.

StarkWare is integrating EY’s Nightfall privacy protocol into Starknet to give institutions private payments and DeFi access on public Ethereum-aligned rails, while preserving auditability.

American restaurant chain Steak ‘n Shake said its nine‑month burger‑to‑Bitcoin strategy has driven same‑store sales growth and a $15 million Bitcoin reserve.

Ray Dalio warns that the rules‑based order is now over, putting monetary debasement, dollar risk and neutral, permissionless financial rails back at the center of the macro conversation.

Onchain analyst Willy Woo says markets are starting to price in the quantum threat, putting 4 million “lost” BTC and a 12‑year valuation uptrend versus gold into question.

The US National Credit Union Administration proposed a federal licensing regime for payment stablecoin issuers operating through credit union subsidiaries.

The American Bankers Association pressed the OCC to delay new national trust bank charters for crypto and stablecoin firms until the GENIUS Act framework is fully in place.

Danske Bank said it is opening access to Bitcoin and Ether ETPs for self-directed clients after years of caution on crypto, citing rising customer demand and clearer EU rules.

European lawmakers endorsed the ECB’s digital euro plans as a way to shore up the bloc’s monetary sovereignty, while reiterating that the central bank must remain independent.

Franklin Templeton is letting institutions pledge tokenized money market fund shares as collateral for trading on Binance, while keeping the fund assets in off‑exchange custody.

Spark is rolling out Spark Prime and Spark Institutional Lending, aiming to turn its DeFi stablecoin stack into institutional margin and credit lines.

Robinhood is testing its own Arbitrum‑based Ethereum layer‑2, deepening its push into tokenized stocks and DeFi infrastructure alongside other major exchanges.