A popular crypto analyst says Ethereum is flashing a bullish signal that preceded the 2020 rally. Michaël van de Poppe tells his 819,500 followers on X that while Ethereum (ETH) is down by 30%, the amount of stablecoin transactions on the blockchain has gone up by 200% over the past 18 months. source: https://dailyhodl.com/2026/02/11/ethereum-eth-flashing-signal-that-preceded-2020-bull-run-according-to-analyst-michael-van-de-poppe/

The network is designed to launch in the fall of 2026. Starting with multiple zones tailored for different use cases, including a general-purpose EVM-compatible execution layer, a privacy-focused payments environment, and a specialized trading and financial infrastructure zone. com source: https://techgaged.com/layerzero-labs-unveils-a-new-l1-built-for-massive-scale/

Binance has responded to onchain data discrepancies reported by some third-party trackers like Coinglass and previously DefiLlama, as the world’s largest exchange dismisses the latest attempt to shake confidence in its operation. The latest post addresses concerns about Binance’s asset reserves sparked by onchain data anomalies flagged by third-party trackers Coinglass and DefiLlama. The response […] source: https://www.cryptopolitan.com/binance-proposes-annual-withdrawal-day/

Nicholas Peach, Head of Asia Pacific at BlackRock iShares, stated at the Consensus conference in Hong Kong that if only 1% of traditional investment portfolios in Asia were allocated to crypto assets, it could theoretically bring nearly $2 trillion in new capital inflows to the market, demonstrating the enormous potential of traditional financial capital. Peach pointed out that as institutional acceptance of crypto ETFs continues to increase in Asia, market expectations for digital assets are changing. Currently, some asset allocation models are beginning to recommend adding a small proportion of crypto assets to standard portfolios. Based on Asia's estimated household wealth of approximately $108 trillion, even an extremely conservative allocation could have a profound impact on the market. BlackRock's iShares Bitcoin ETF, IBIT, has rapidly grown to approximately $53 billion in assets. Meanwhile, regulators in markets such as Hong Kong, Japan, and South Korea are gradually promoting the wider implementation of crypto ETF products. Industry insiders believe that the smooth entry of funds into the market in the future still depends on further improvements in investor education and asset allocation frameworks.

Barry Silbert, founder and CEO of Digital Currency Group (DCG), stated that with rising market demand for financial privacy, 5% to 10% of Bitcoin funds are expected to flow to privacy-oriented crypto assets, such as Zcash, in the coming years. Speaking at Bitcoin Investor Week in New York, Silbert pointed out that financial privacy is not only a fundamental right but may also be the next area in the crypto industry with the potential for asymmetric returns. He believes that Bitcoin remains a core component of asset allocation, but given the current market size, privacy-related projects may have greater growth potential. He also stated that with the development of on-chain analytics tools such as Chainalysis and Elliptic, the early narrative of Bitcoin as "anonymous cash" is no longer valid, while the market demand for using digital currencies while ensuring privacy remains. Silbert's current portfolio has also increased its allocation to privacy and related emerging sectors.

Key Takeaways Mike Novogratz argues that the era of extreme retail-driven crypto speculation is largely over. source: https://coindoo.com/crypto-is-entering-a-post-speculation-phase-mike-novogratz-hints/

Ripple CEO Brad Garlinghouse stated at an online XRP community event that XRP remains Ripple's "North Star," and the company will focus on business integration this year. Large acquisitions are unlikely in the short term, but a reassessment of M&A opportunities in the second half of 2026 is not ruled out. Garlinghouse pointed out that Ripple invested approximately $4 billion in the crypto ecosystem last year through investments, acquisitions, and strategic partnerships, including the $1.25 billion acquisition of Hidden Road and the $1 billion acquisition of the treasury platform GTreasury. Compared to the aggressive expansion in 2025, the company will focus more on integrating existing businesses and resources this year. He also stated that future M&A will still revolve around strengthening the XRP ecosystem and its practical applications, but the overall pace will be more cautious.

Nasdaq-listed Solana digital asset vault company Upexi announced its second-quarter results for the fiscal year ended December 31. Revenue for the quarter reached $8.1 million, more than double the approximately $4 million in the same period last year. However, due to a decline in the price of SOL, the company recorded a net loss of approximately $179 million. The report shows that the digital asset business has become the main source of revenue, contributing $5.1 million in the quarter, primarily from SOL staking yields, exceeding the $2.9 million revenue from the consumer brands business. Gross profit increased by 126% year-over-year to $6.7 million. However, the loss was mainly due to approximately $164.5 million in unrealized book losses, i.e., the non-cash accounting impact of adjusting for cryptocurrency market capitalization. Management stated that the underlying vault business continues to generate cash flow through staking yields and plans to explore more yield strategies and hedging tools to mitigate the impact of asset price volatility. As of the end of the quarter, Upexi held more than 2.17 million SOL tokens, of which approximately 95% were pledged; the company stated that its current holdings are close to 2.4 million SOL tokens.

At a hearing before the U.S. House Financial Services Committee, several Democratic lawmakers questioned SEC Chairman Paul Atkins about the Securities and Exchange Commission's (SEC) recent reduction in enforcement actions against the crypto industry, expressing concerns about whether the decision was linked to Trump and the crypto industry. Lawmakers highlighted the SEC's suspension of the case against Tron founder Justin Sun and the withdrawal of its lawsuit against Binance. Democratic Representative Stephen Lynch stated at the hearing that the SEC's reduced enforcement has damaged the institution's reputation and demanded an explanation for why the cases were not pursued further. The SEC previously sued Justin Sun in 2023 for alleged unregistered securities offerings and manipulation of trading volume, then applied for a stay of proceedings in 2025 to explore settlement possibilities; in May of the same year, the SEC withdrew its lawsuit against Binance during Atkins' tenure. Data shows that in 2025, the SEC's overall enforcement actions decreased by approximately 30% compared to the previous year, with crypto-related cases decreasing by approximately 60%, seen as a signal of a shift in regulatory focus. In its response, Atkins stated that the SEC maintains a "strong enforcement approach" and that some of the changes are normal adjustments following a change in regulatory leadership.

Bo Hines, CEO of Tether's US subsidiary and former White House crypto advisor, stated that with the continued growth in demand for USDT and the newly launched stablecoin USAT, Tether expects to further increase its holdings of US Treasury bonds (T-bills) this year and is poised to become one of the world's top ten buyers of US Treasury bonds. Data shows that USDT is currently the largest stablecoin by market capitalization, with a circulating supply of approximately $185 billion. According to the latest reserve certificates, approximately 83.11% of Tether's reserve assets are allocated to US Treasury bonds, totaling over $122 billion. Hines stated that this scale places Tether among the top twenty foreign holders of US Treasury bonds, between Germany and Saudi Arabia. Hines also revealed that since its launch in 2014, USDT has reached approximately 530 million users and is currently growing at a rate of approximately 30 million users per quarter.

This article, published on the European Central Bank's website, is a transcript of a speech given by Piero Cipollone, a member of the European Central Bank's Executive Board, at the "Cyprus Digital Euro" event.

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