Bitcoin Treasuries Under Pressure — How Macro Forces Are Stress-Testing Corporate Crypto Strategy's premium collapsed. ETFs turned net sellers. The "Bitcoin as Treasury" thesis faces its first real test since 2022. $76,037. That's the line. On January 31, 2026, Bitcoin briefly dropped below Strategy's (formerly MicroStrategy) average cost basis for the first time since 2022—putting the world's largest corporate Bitcoin holder technically underwater on its 712,647 BTC position.

$450M Crypto Funding Wave: Why Compliance & Custody Startups Are Winning Big VCs aren't betting on memecoins anymore. They're backing the pipes that connect crypto to Wall Street. $2.5 billion. 128 deals. One clear thesis. Crypto venture capital in Q1 2026 isn't chasing tokens—it's building infrastructure. In January alone, Rain raised $250M at a $1.95B valuation for stablecoin payments. BitGo became the first crypto custody firm to IPO, raising $212.8M on the NYSE at a $2.08B

Tether Bets Big on LayerZero: $70B in Cross-Chain Volume Proves the Thesis The world's largest stablecoin issuer just backed the protocol powering omnichain finance. Here's why this matters for DeFi yields. $70 billion. 18 blockchains. 12 months. On February 10, 2026, Tether Investments announced a strategic investment in LayerZero Labs—the company behind the interoperability protocol that powered USDt0's explosive growth. CEO Paolo Ardoino called LayerZero "infrastructure tha

Robinhood Chain Explodes: 4M Transactions in Week One — Is This TradFi's Blockchain Moment? The brokerage giant's Arbitrum-based L2 launched with 600K+ smart contracts deployed. Here's why Wall Street is paying attention. 4 million transactions. 600,000+ smart contracts. One week. Robinhood Chain's public testnet launched on February 10, 2026, at Consensus Hong Kong—and immediately became the most active new Layer-2 testnet of 2026. CEO Vlad Tenev announced on X (February 19)

Market Overview January was characterized by a corrective phase across major crypto assets. BTC declined by ~7.9%, while ETH decreased by ~14.6% during the month. Volatility remained elevated, with distinct directional phases – a rally in the first half followed by a sustained decline – creating a challenging trading environment. Spot and derivatives volumes fluctuated, with periods of sharp intraday moves followed by consolidation. This combination of declining asset prices, uneven volatilit

SEC Drops CryptoFed Stablecoin Case: What It Means for Crypto Regulation After four years of legal battle, the SEC dismissed all proceedings against the first Wyoming DAO—signaling a fundamental policy reset for digital assets. On February 2, 2026, the U.S. Securities and Exchange Commission issued an Order Dismissing Proceedings against American CryptoFed DAO, formally ending a case that began in November 2021. The dismissal wasn't based on the merits—it was a policy decision.

SEC Drops CryptoFed Stablecoin Case: What It Means for Crypto Regulation After four years of legal battle, the SEC dismissed all proceedings against the first Wyoming DAO—signaling a fundamental policy reset for digital assets. On February 2, 2026, the U.S. Securities and Exchange Commission issued an Order Dismissing Proceedings against American CryptoFed DAO, formally ending a case that began in November 2021. The dismissal wasn't based on the merits—it was a policy decision.

Vitalik's L2 Bombshell: Why Arbitrum & Optimism Are Scrambling to Pivot Ethereum's co-founder declared the rollup roadmap "no longer makes sense." Now every major L2 is rewriting its playbook—or defending its existence. Ethereum co-founder Vitalik Buterin dropped a bomb on the Layer-2 ecosystem this week: the original vision for L2s as Ethereum's primary scaling solution "no longer makes sense." In a detailed X thread on February 3, 2026, Buterin argued that most rollups have fa

Breaking: Korea Announces Emergency Crypto Oversight After Bithumb Chaos Exclusive Analysis Bithumb's $40 Billion "Oops": The Typo That's Rewriting Crypto Law Worldwide One employee typed "BTC" instead of "won." 695 users woke up as instant millionaires. Bitcoin crashed 17%. Now Korea is overhauling crypto law—and every exchange on Earth is on notice. It started as a routine promotion. On February 6, 2026, South Korea's second-largest cryptocurrency exchange Bithumb launch