🚨 THIS IS BAD FOR METALS AND EQUITIES
Yesterday, it was reported that Russia is considering moving back to the US dollar as part of a wide-ranging economic partnership with President Trump.
In the past 3–4 years, Russia has strongly advocated reducing reliance on the USD, fueling the major "de-dollarization trade" narrative.
Several other countries have followed suit, reducing exposure to dollar assets — a key reason for the DXY's decline.
The massive rally in gold and silver has also been driven by this trend, as countries dump Treasuries and buy precious metals.
But now this trade may be over.
Russia is now planning to shift toward a dollar-based settlement system, which would boost USD demand.
A stronger USD has historically been bearish for assets, so metals, equities, and crypto will suffer.
Metals will be hit hardest, as a strong USD undermines the debasement trade narrative.
For equities and crypto, it will be bearish but likely not for long.
With more energy supply entering markets after a Russia–US partnership, inflation will drop and the Fed will become less hawkish.
This reduces the odds of monetary easing, but at least removes Fed uncertainty.
Remember, BTC rose in 2023 despite Fed rate hikes and QT.
Risk-on assets love certainty — if this deal is finalized, it will be mid- to long-term bullish for stocks and crypto.
Gold and silver, however, could enter a multi-year downtrend.
$BTC
{spot}(BTCUSDT)
#OpenDigest | 13 February 2026
Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem.
🟣 Stablecoin & RWA Market Pulse
→Total stablecoin market cap: $307.091B
→Total RWA on-chain market cap: $24.76B
→Total stablecoin holders: 231.98M
→Total RWA assets holders: 847,640
🟣 Top Headlines
→ The US CFTC has formed a new Innovation Advisory Committee that brings together crypto and Wall Street leaders, such as executives from Gemini, Coinbase and @Solana_Official .
→ Malaysia's central bank plans to launch three initiatives this year that involve local currency stablecoins and tokenized deposits.
→ @BNB_Chain has hit significant network growth during the fourth quarter of 2025, with RWA value jumping 228% to $2 billion, making BNB Chain the second-largest RWA network.
🟣 OpenEden's Updates
→ During Consensus Hong Kong week, OpenEden hosted 2 side events: High Ground and ONE OF US Hike & Coffee.
→ OpenEden has done an MoU Signing Ceremony with EX.IO to explore expanding access to regulated, institutional-grade RWA products in Hong Kong.
→ OpenEden is partnering with Doppler Finance to expand access to institutional-grade RWA yield on the XRP Ledger (XRPL).
→ Stephanie Chew, Head of Strategy at OpenEden, spoke on a panel at EX.IO Accelerate Intelligence: Web3 Evolution Day to discuss how RWAs can move beyond hype.
✅ Read the full digest on our X: https://x.com/OpenEden_X/status/2022241825520804083?s=20
0G Token Sees $18.81M Binance Volume Amid AI Partnerships, Network Upgrades, and 14% Price Drop
0GUSDT experienced notable volatility in the last 24 hours, with the price declining by 14.27% from a 24-hour open of 0.701 USDT to 0.601 USDT on Binance, despite earlier gains attributed to AI-focused altcoin rallies and recent project developments. The recent price movements were driven by positive sentiment following partnerships with AmericanFortress and Flashback, participation in DavosWeb3 2026 AI events, and a network upgrade on Bithumb, which collectively contributed to increased institutional activity and market volume. However, short liquidations totaling $4,531.3 in the futures market and fluctuations in broader altcoin markets led to a reversal in price after initial surges. Trading volume remained strong, with Binance reporting $18.81 million in 24-hour spot volume and market capitalization estimates ranging from $116.43 million to $165.09 million, reflecting heightened market participation amidst ongoing developments and volatility.
🚨 THIS IS BAD FOR METALS AND EQUITIES
Yesterday, it was reported that Russia is considering moving back to the US dollar as part of a wide-ranging economic partnership with President Trump.
In the past 3–4 years, Russia has strongly advocated reducing reliance on the USD, fueling the major "de-dollarization trade" narrative.
Several other countries have followed suit, reducing exposure to dollar assets — a key reason for the DXY's decline.
The massive rally in gold and silver has also been driven by this trend, as countries dump Treasuries and buy precious metals.
But now this trade may be over.
Russia is now planning to shift toward a dollar-based settlement system, which would boost USD demand.
A stronger USD has historically been bearish for assets, so metals, equities, and crypto will suffer.
Metals will be hit hardest, as a strong USD undermines the debasement trade narrative.
For equities and crypto, it will be bearish but likely not for long.
With more energy supply entering markets after a Russia–US partnership, inflation will drop and the Fed will become less hawkish.
This reduces the odds of monetary easing, but at least removes Fed uncertainty.
Remember, BTC rose in 2023 despite Fed rate hikes and QT.
Risk-on assets love certainty — if this deal is finalized, it will be mid- to long-term bullish for stocks and crypto.
Gold and silver, however, could enter a multi-year downtrend.
Prediction markets are heating up again.
While most of CT is focused on memes and L2 rotations, smart money is quietly flowing into information markets.
At the center of this shift is Polymarket.
Here is why you should pay attention.
Polymarket has become the clear leader in Web3 prediction markets. It dominates social discussions on X and Discord whenever major global events trend. Elections. ETF approvals. AI launches. Macro data. If it moves markets, it trades on Polymarket first.
The numbers back it up.
• 250k to 500k monthly active traders
• Over 17M monthly website visits
• Projected 18B dollars in 2025 trading volume
This is not a niche dApp anymore. This is scale.
Now compare that to other narrative driven plays like Pudgy Penguins with its token PENGU, Doodles with DOOD, or the speculation around potential tokens from OpenSea, MetaMask, and Base.
Attention flows to platforms that own culture and distribution.
Polymarket already owns the information narrative.
Onboarding is simple.
• Create a wallet like MetaMask or Phantom
• Connect in seconds
• Fund with major crypto
• Start trading instantly
No complex setup. No friction.
What makes this powerful is the trading dynamic.
You are not trading hype.
You are trading probabilities.
If you understand geopolitics, AI, sports, macro, or crypto regulation, you can monetize your edge directly. Every headline becomes an opportunity. Every narrative has a price.
And then there is the upcoming $POLY token.
This is the catalyst.
Early users are positioning for a potential airdrop. If $POLY follows the path of major ecosystem launches, early participation could matter a lot. The same way early NFT and DeFi users captured outsized rewards in previous cycles.
Right now Polymarket sits at the intersection of:
• Massive real world narratives
• Onchain liquidity
• Viral social momentum
• Token speculation with $POLY
Information is alpha.
Polymarket turns alpha into a tradable asset.
Do not wait for the token to launch before you pay attention.
#Polymarkat