Coinfomania

A new ETF that is tied to XRP is hitting the headline in crypto media. Nevertheless, the building in the background is highly misinterpreted. The assumption is that it is another spot-based XRP product. That is not a correct assumption. Cryptocurrency analyst Diana (InvestWithD) explained that the Defiance XRP LightningSpread Income ETF does not purchase or hold actual XRP. It aims at monthly cash flow and not direct exposure to the price of XRP. Consequently, this product does not act in a similar manner as conventional crypto ETFs.

CLARIFICATION: This New XRP ETF Pays Monthly Income — But It Doesn’t Actually Hold XRP The Defiance XRP LightningSpread Income ETF does not buy and store real $XRP.Income-focused ETF is like a special investment fund that tries to pay you regular money (called income or… https://t.co/LdIFJ2aZ9x pic.twitter.com/1J0eEOSQkv

— Diana (@InvestWithD) February 11, 2026

Way Defiance XRP LightningSpread Income ETF Works

The fund does not hold XRP, instead it follows XRP futures and options strategies. The ETF tries to make frequent premiums through these derivatives. That is, the ETF is an investment that cashes in volatility. It enjoys the advantage of motion in price without having to have possession of the item. Due to such a design, the ETF is more of an income tool rather than a crypto tracker.

Spot ETFs are obliged to hold the underlying commodity. That poses regulatory, operational and compliance issues. This ETF does not encounter such hurdles. Rather, the fund has a similar covered call strategy. It gathers option premiums on a regular basis. That, however, also implies that upside gains become restricted in case of strong rallies. Thus, the ETF exchanges its price exposure to a certain amount of predictable payouts. The intention of that tradeoff is deliberate.

Risk Profile Alters With Changes

This means that its performance is not exactly the same as that of XRP in the market. The structure may be effective during lateral or slightly volatile markets. Using sharp rallies the returns might be behind spot XRP. It indicates the increased institutional accidental interest in XRP-linked financial products, despite their not necessarily being direct token custody. Meanwhile, there was an improvement in the sentiment of XRP market. The prices have shifted beyond the important psychological levels. The ETF continues to make XRP more relevant in regulated finance even without owning XRP.

Wider XRP Market

These types of products increase the presence of XRP in the traditional markets. They put into investment capital that would remain idle. They are also an indication that XRP exposure demand is changing to be more than mere price speculation. Although this ETF does not take the position of a spot XRP ETF, it serves a different purpose. It offers income. It reduces custody concerns. And it matches institutional risk models. That is important with long-term adoption.

Defiance XRP LightningSpread Income ETF is not the quickest way to own XRP. It is valuable, not because of appreciation of its price, but because of monthly income. It is imperative to appreciate that difference. Vuletak and Vitkovac (2021) note that, with the evolution of crypto investment products, structure is as important as headlines. And here the structure tells the true story.

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Etherium co-founder and ConsenSys CEO Joe Lubin has sparked a controversial discussion once again on the long-term security of Bitcoin. In a discussion, he cautioned that Bitcoin might have an existential issue in future. In particular, he mentioned the idea of the so-called Q Day – the point at which quantum computers will be able to crack the modern cryptography. Despite the fact that Lubin emphasized that this threat is not immediate, he made it clear that treating it as irresponsible would be wrong. To him, it is understandable to be concerned today and not act in the future.

JOE LUBIN WARNS OF BITCOIN QUANTUM RISKJoe Lubin said Bitcoin could face an "existential problem," alluding to “Q Day” — when encryption could be challenged by quantum computers.He added that it’s “reasonable to worry” about this risk, even if that day isn’t here yet. pic.twitter.com/PFF6Nx6oIV

— Coin Bureau (@coinbureau) February 11, 2026

What Bitcoin Really Means by Q Day

Bitcoin is also based on the cryptography provided by ECDSA to protect wallets and transactions. In normal circumstances, this system is very safe. However, quantum computers are introducing a new variable. With a quantum computer developed at an advanced level, it would be possible, in theory, to use Shor’s algorithm to deduce private keys based on public keys. In the event that that occurs, Bitcoin addresses with enormous value may be accessed by attackers because of the address that surrounds unspent coins. Consequently, the fundamental security premise of Bitcoin would be first put to test since its inception.

Nevertheless, the state of present technology is still a long way away before it becomes an immediate threat. The most sophisticated quantum machines in the world today have slightly more than 1,000 qubits. By comparison, millions of stable, error-corrected qubits would be needed to crack the encryption of the Bitcoin. Estimates that are consistent with the findings of NIST research suggest that such capability may be 10 to 20 years off. The threat is therefore theoretical and not a real one. Nevertheless, Lubin says that the long-term systems such as the Bitcoin should plan decades in advance.

Why the Risk Is Still Years Away

The responses to the remarks of Lubin are bitterly split. On the one hand, the warning is dismissed by critics as Ethereum induced fear, uncertainty and doubt. They contend that the Bitcoin has already demonstrated the capacity to change by upgrading and consensus. Contrarily, there are developers and researchers whom they believe in preparation. These they note, already exist, post-quantum cryptography, like lattice-based signature schemes. It is worth noting that Ethereum researchers are working on these alternatives. The difference in this contrast lays out a philosophical distinction between proactive and reactive security models.

It is not only a Bitcoin problem. Any system based on classical cryptography has the same long-term vulnerability. Nevertheless, it is the most noticeable target based on the size of Bitcoin. In addition, the discussion is an indication of a wider change in crypto. The discussion of security no longer revolves around hacks and exploits. They are instead growing into future-proofing against technologies that are yet to be fully developed. The change might influence the development of protocols in the entire industry.

Why This Debate Matters Beyond Bitcoin

Joe Lubin is not as saying that Bitcoin is broken today. Rather he is calling on the market to look into the future. Quantum computing is not near, but its consequences are very far-reaching. It is still unclear how Bitcoin will upgrade to post-quantum resilience or how it will withstand other forms of resilience. What is understandable is that the discussion of Q Day is no longer a periphery thought. They are getting included in the long-term roadmap of crypto.

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Bitcoin has enjoyed explosive rallies in past cycles, but traders now show growing caution. Fresh data from prediction markets suggests sentiment has shifted sharply. Kalshi traders now bet that Bitcoin could slide to $48,000 before the year ends. That forecast has sparked intense debate across crypto circles.

The latest Bitcoin Price Prediction no longer reflects pure optimism. Instead, it signals rising uncertainty across digital assets. Investors now question whether Bitcoin can hold its current levels. Market participants watch macro signals closely. Every rate decision and liquidity shift now shapes the crypto narrative.

Volatility has always defined Bitcoin. However, this new wave of Bitcoin Bearish Sentiment feels different. It emerges during heightened regulatory scrutiny and global economic stress. Traders do not simply speculate randomly. They analyze liquidity, derivatives positioning, and broader risk appetite before placing their bets.

NEW: Kalshi traders are now betting Bitcoin could fall as low as $48K this year. pic.twitter.com/7y6gBaFurK

— Coin Bureau (@coinbureau) February 11, 2026

Why Kalshi Traders Are Betting On A $48K Bitcoin

Kalshi traders operate within regulated prediction markets. Their contracts reflect real capital and real conviction. When they price in a drop to $48K, they reveal a measurable shift in expectations. This move signals caution rather than panic.

The current Bitcoin Price Prediction reflects growing downside hedging. Traders assess slowing ETF inflows and declining momentum. Spot volumes have cooled compared to earlier rallies. That slowdown often precedes consolidation or correction phases.

Kalshi traders also respond to derivatives positioning. Funding rates have fluctuated sharply. Liquidation clusters now sit below current price levels. These technical signals strengthen short term downside arguments.

The Broader Crypto Market Outlook Looks Fragile

The crypto market outlook now depends heavily on macroeconomic signals. Central banks maintain tight policy conditions. Liquidity remains constrained across global markets. Risk assets often struggle in such environments.

Equities have shown mixed strength. However, crypto reacts faster to liquidity stress. Traders quickly reduce exposure when uncertainty rises. This behavior amplifies volatility across Bitcoin and altcoins.

The crypto market outlook also reflects regulatory developments. Lawmakers continue shaping digital asset frameworks. Uncertainty in major economies influences institutional participation. That uncertainty feeds Bitcoin Bearish Sentiment across trading desks.

Could $48K Become A Strong Support Zone

Despite caution, $48K may act as a structural support level. Historical price action shows consolidation zones around similar ranges. Buyers often step in when Bitcoin approaches major psychological thresholds.

If Bitcoin touches $48K, dip buyers could reenter aggressively. That reaction may reshape the Bitcoin Price Prediction later this year. Markets rarely move in straight lines. Corrections often create stronger foundations.

The crypto market outlook could improve quickly if liquidity conditions ease. A shift in monetary tone may revive risk appetite. That scenario would weaken current bearish bets.

Institutional Behavior Shapes The Narrative

Institutional investors play a growing role in price direction. ETF flows influence momentum more than ever before. When inflows slow, price acceleration weakens.

Kalshi traders factor institutional behavior into their contracts. They examine volume, derivatives exposure, and macro signals. Their bets reflect structured risk analysis. This process adds credibility to the $48K probability.

Still, institutions rarely act emotionally. If valuations look attractive, they reallocate capital quickly. That behavior could challenge the prevailing Bitcoin Bearish Sentiment.

What Traders Should Watch Next

Investors should monitor liquidity conditions carefully. Central bank commentary influences risk appetite significantly. ETF flow data offers real time institutional sentiment signals.

Technical levels also matter. Support zones around $50K and $48K could determine direction. A decisive break below support may accelerate downside pressure. At the same time, strong buying volume near support could invalidate the bearish narrative. Markets respond quickly to sentiment shifts. Bitcoin Bearish Sentiment can reverse rapidly.

Bitcoin continues to stand at a pivotal moment. Kalshi traders now price in a potential fall to $48K. Their position reflects caution rather than collapse. The broader crypto market outlook remains sensitive to macro and regulatory developments.

The post Are Kalshi Traders Right About Bitcoin Dropping To $48K? appeared first on Coinfomania.

Ripple has announced a new partnership with Aviva Investors to bring traditional fund structures onto the XRP Ledger. The move aims to tokenize real-world assets (RWAs) and expand institutional use of blockchain technology.

JUST IN: #Ripple is partnering with Aviva Investors to bring traditional fund structures to the $XRP Ledger. pic.twitter.com/35l2PJrJH5

— RippleXity (@RippleXity) February 11, 2026

Aviva Investors confirmed the collaboration in an official announcement, stating that Ripple will support efforts to integrate traditional financial products into blockchain infrastructure.

Bringing Traditional Finance to the XRP Ledger

Aviva Investors manages more than $500 billion in assets and operates under the UK’s largest insurance group. Its decision to work with Ripple marks a notable step toward wider institutional blockchain adoption.

Through this partnership, traditional investment funds will be tokenized and issued on the XRP Ledger. Tokenization converts real-world financial assets into digital tokens that can be settled on blockchain networks. This process can improve speed, lower costs, and increase transparency.

Ripple has positioned the XRP Ledger as a network designed for efficient payments and asset transfers. The platform currently processes around 1,500 transactions per second, according to Ripple data. Adding tokenized funds could further increase network activity.

Expanding the Real-World Asset Trend

Tokenization of real-world assets has gained strong momentum in recent years. Major financial firms are exploring blockchain-based versions of bonds, funds, and other investment vehicles. Analysts project the RWA market could reach $10 trillion by 2030, based on estimates from Boston Consulting Group.

By partnering with a large asset manager like Aviva Investors, Ripple strengthens its role in this growing sector. The move builds on Ripple’s earlier institutional efforts, including its 2023 Dubai licensing approval for XRP-based payment services.

Industry observers say institutional involvement is key to mainstream blockchain adoption. When established asset managers enter the space, it signals growing confidence in blockchain’s long-term role in financial markets.

What This Means for XRP

The partnership could increase transaction volume on the XRP Ledger if tokenized funds gain traction. Efficient and low-cost settlement may appeal to traditional finance players looking for faster infrastructure.

While it remains early, the collaboration highlights Ripple’s strategy to bridge traditional finance and blockchain networks. As tokenization continues to expand, partnerships like this may play a central role in shaping the next phase of digital asset adoption.

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Silver markets woke up to a stunning move as buyers rushed in with conviction. The Spot Silver Price surged 6 percent intraday and touched 85.57 per ounce, sending a strong signal across global commodity desks. Traders reacted instantly, while investors reassessed positioning in the broader precious metals market. The sharp spike reflects more than short term volatility, it signals growing momentum in hard assets.

This surge did not appear out of nowhere. The broader macro environment continues to favor metals, especially when inflation fears and currency volatility dominate headlines. The Spot Silver Price often reacts sharply during uncertain times, and this session proved no different. As capital rotates toward tangible assets, silver attracts both industrial and investment flows.

Market participants now ask a critical question. Does this breakout mark a temporary spike, or does it confirm a sustained silver price rally? To answer that, one must look beyond the headline percentage gain and examine the deeper drivers behind the move.

JUST IN: Spot silver surges 6% intraday to $85.57/oz. pic.twitter.com/TePOhQNpBd

— Whale Insider (@WhaleInsider) February 11, 2026

What Triggered This Sharp Silver Breakout

The immediate catalyst for the spike in Spot Silver Price stems from renewed safe haven demand. Investors seek protection when financial uncertainty rises. Silver often benefits alongside gold during such periods. However, it also carries a strong industrial component, which amplifies upside moves when economic optimism aligns with inflation concerns.

Recent macroeconomic data increased speculation around prolonged inflationary pressure. Traders adjusted expectations for interest rates and currency strength. A softer currency environment often boosts commodity prices, including silver. As a result, buying pressure intensified across futures and spot markets.

Technical factors also fueled momentum. It broke through key resistance levels, which triggered algorithmic buying and short covering. Once the breakout confirmed, additional traders entered positions, accelerating the silver price rally within hours.

How The Precious Metals Market Reacted

The broader Precious Metals Market responded swiftly to the breakout. Gold prices also edged higher, although not at the same aggressive pace. Platinum and palladium showed mixed performance, reflecting their unique supply dynamics.

Silver’s outperformance suggests speculative interest increased significantly. Traders often view silver as a higher beta play compared to gold. When bullish sentiment strengthens, silver usually moves faster and farther.

The Spot Silver Price now sits at levels that demand careful observation. If momentum holds above breakout zones, further upside may follow. However, sharp rallies sometimes invite profit booking. Short term volatility could therefore remain elevated.

Investor Sentiment And Positioning Trends

Investor sentiment plays a powerful role in commodity markets. Social sentiment indicators show increased discussion around silver’s breakout. Search trends and trading volumes climbed sharply during the session.

Futures positioning data indicates traders increased long exposure significantly. When momentum aligns with strong positioning, rallies often extend. Yet excessive leverage can increase correction risks.

Long term investors may view this spike as validation of broader portfolio diversification strategies. Short term traders may focus on volatility opportunities. Both groups contribute to liquidity and price discovery in the Precious Metals Market.

Conclusion

The path forward depends on how global macro narratives evolve. If inflation concerns persist and currency weakness continues, Spot Silver Price could attempt new highs. Industrial expansion tied to renewable energy may provide additional structural support.

On the other hand, aggressive monetary tightening or stronger economic data could slow Safe Haven Demand. That would reduce some urgency behind the rally. Still, underlying fundamentals remain constructive for silver over the medium term.

Market participants now watch upcoming economic releases closely. Each data point could influence expectations and shape the next phase of the silver price rally. For now, momentum clearly favors the bulls.

The post Silver Surges To 85.57 Per Ounce After Sharp Intraday Breakout  appeared first on Coinfomania.

SEC Commissioner Mark Uyeda says tokenization is no longer just an idea. In a speech on February 9, 2026, he explained that tokenizing assets like U.S. Treasuries are becoming a real and practical tool in finance. Also stating that the SEC should not create “unnecessary roadblocks” that slow this progress. His comments come as more financial firms explore blockchain technology.

LATEST: SEC Commissioner Mark Uyeda says tokenization is becoming a practical reality, adding that the "SEC's rulebook should not impose unnecessary roadblocks." pic.twitter.com/PRTKy7Ar5L

— CoinMarketCap (@CoinMarketCap) February 11, 2026

Tokenization Is Moving Into Real Markets

Tokenization means turning real-world assets into digital tokens on a blockchain. These assets can include government bonds, real estate or other financial products. Once tokenized, they can be traded more quickly and with greater transparency.

Uyeda said this shift is already happening. Companies are testing and launching products that use blockchain to improve how markets work. Moreover, he stressed that rules written years ago may not fit today’s technology. Regulators, he said, should review old rules and remove barriers that no longer make sense. He believes markets work best when rules protect investors but still allow new ideas to grow.

Tokenized Treasuries Gain Attention

One key area of growth is tokenized U.S. Treasuries. A lot of firms now offer digital versions of government bonds on blockchain networks. These products aim to make trading faster and simpler.

Furthermore, traditional markets often take days to settle trades, however, blockchain systems can settle transactions much faster. Supporters say this reduces costs and improves access for global investors.

Uyeda’s remarks suggest that some SEC leaders see the value in these changes. While he did not announce new policies, his tone signaled openness to progress.

Crypto Community Reacts

Many in the crypto space welcomed Uyeda’s speech. Some believe his comments show a more balanced approach from parts of the SEC. For years, tensions between regulators and crypto firms have shaped the industry. Still, questions remain. Uyeda did not outline specific rule changes. The SEC continues to enforce securities laws across the crypto market.

Even so, his message was clear. Tokenization is moving from theory to practice. As real-world assets enter blockchain systems, regulators will need to decide how to support innovation while protecting investors. For now, the speech adds cautious optimism to ongoing talks about the future of tokenized finance in the United States.

The post SEC to Avoid Unnecessary Roadblocks as Tokenization Advances appeared first on Coinfomania.

Stripe has taken another bold step into crypto infrastructure. The $140 billion payments giant introduced x402 on Base, allowing AI agents to send and receive USDC payments directly. This move signals more than just a product update. It highlights Stripe’s ambition to become the backbone of programmable internet commerce.

The launch arrives at a moment when artificial intelligence reshapes how businesses operate. AI agents already handle support, research, and automation tasks. Now, Stripe x402 on Base enables these agents to complete financial transactions without human intervention. That shift could transform how software interacts with money across platforms.

Stripe built its reputation by simplifying online payments for startups and enterprises. Now, it pushes further into blockchain infrastructure. By combining Base, Coinbase’s Ethereum Layer 2 network, with stablecoin rails, Stripe opens the door to frictionless USDC payments. The company positions itself at the center of AI agent transactions and digital commerce evolution.

NEW: $140B Stripe introduces x402 on Base, enabling direct $USDC payments from AI agents. pic.twitter.com/fxd00G8ov7

— Cointelegraph (@Cointelegraph) February 11, 2026

Why Stripe X402 On Base Matters For The Future Of Internet Commerce

Stripe x402 on Base does more than process crypto payments. It creates programmable payment endpoints that AI systems can access directly. Developers can integrate USDC payments into automated workflows. AI agents can trigger transactions based on pre-set logic without waiting for manual approval.

This capability changes how software monetizes services. Imagine AI tools paying for APIs, datasets, or computing power instantly. AI agent transactions become seamless, automated, and traceable on-chain. Stripe reduces friction that once slowed crypto adoption among mainstream developers.

How USDC Payments Power Autonomous AI Agent Transactions

Stablecoins play a central role in this rollout. USDC payments provide price stability without crypto volatility. Businesses can price services in dollars while using blockchain infrastructure. That combination builds trust among developers and enterprises exploring AI monetization models.

AI agent transactions require predictability. An autonomous system cannot operate effectively if token prices fluctuate wildly. USDC payments solve this problem by maintaining dollar parity. Stripe x402 on Base integrates these stablecoin rails directly into programmable workflows.

Stripe’s Strategic Positioning In The Crypto Infrastructure Race

Stripe never rushed into crypto recklessly. The company previously integrated stablecoin payouts and crypto on ramps. Now Stripe x402 on Base signals a deeper commitment to blockchain rails. Stripe recognizes that AI agent transactions will demand native digital payment systems.

The move also strengthens Stripe’s partnership ecosystem. Base provides the blockchain layer. USDC payments deliver stability. Stripe provides developer infrastructure and global reach. Together, they form a powerful stack for internet native finance.

What This Means For Developers And Startups

Developers stand to benefit immediately. Stripe x402 on Base allows them to embed USDC payments into AI powered apps without building complex crypto infrastructure. Startups can experiment with pay per use AI services, automated subscriptions, or real time service fees.

AI agent transactions open new monetization paths. For example, an AI research assistant could pay for data access automatically. A trading bot could compensate another algorithm for signals. These scenarios become viable through stable, low cost USDC payments on Base.

The Bigger Picture For Stablecoins And AI Commerce

Stablecoins continue to gain regulatory clarity worldwide. Enterprises increasingly view USDC payments as reliable digital dollars. Stripe x402 on Base capitalizes on this momentum. It blends regulatory aligned stablecoins with AI automation.

AI agent transactions represent the next frontier of digital commerce. Humans will not manually authorize every micro payment in an AI driven economy. Software will transact with software. Stripe positions itself as the infrastructure enabling that shift.

As AI tools grow more autonomous, demand for real time programmable payments will increase. Stripe x402 on Base offers a blueprint for that future. It merges blockchain efficiency with mainstream developer accessibility.

Stripe’s launch reflects confidence in both stablecoins and AI. The company does not treat crypto as speculation. Instead, it treats blockchain as infrastructure. That perspective aligns with the broader trend of financial rails moving on chain.

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Jack Dorsey’s Cash App has announced a huge update for Bitcoin users. Starting immediately, the app will eliminate fees on purchases over $2,000 and on all recurring Bitcoin buys. The move is designed to make it easier for users to accumulate Bitcoin over time.

JUST IN: Jack Dorsey’s Cash App announces no fees on large Bitcoin buys and recurring Bitcoin buys.BULLISH pic.twitter.com/zQN9TniJih

— Bitcoin Magazine (@BitcoinMagazine) February 11, 2026

Cash App Makes Bitcoin More Accessible

Cash App has long positioned itself as a simple way for everyday users to buy Bitcoin. By removing fees on bigger transactions and recurring purchases, the app reduces friction for retail investors. Users can now set up automatic weekly or monthly Bitcoin purchases without worrying about extra costs eating into their investment.

Jack Dorsey, co-founder of Block (formerly Square), has been a vocal Bitcoin advocate for years. His portrait and the Bitcoin logo featured in the announcement reinforce his ongoing mission to make Bitcoin everyday money. Dorsey has consistently argued that Bitcoin adoption depends on accessibility and ease of use.

Impact on Bitcoin Adoption in the Market

The crypto community reacted positively to the announcement. Many users highlighted the potential boost for dollar-cost averaging strategies. Regular, fee-free purchases allow users to accumulate Bitcoin gradually, removing the risks of market volatility.

Analysts suggest this move could also attract new users who were previously hesitant due to transaction fees. By lowering the cost of entry, Cash App strengthens its position as a leading retail platform for Bitcoin.

Aligning With Block’s Broader Strategy

This update aligns with Block’s long-term strategy to remove friction from financial transactions. Over the years, Block has introduced multiple features to simplify payments, banking and Bitcoin investing. Fee-free recurring buys continue this trend and signal the company’s commitment to growing Bitcoin adoption.

Bullish Sentiment in the Market

Initial reactions on social media reflect optimism. Investors see this as a bullish signal for Bitcoin, especially as prices rise. The combination of easier access and growing awareness could lead to increased retail activity, further supporting Bitcoin’s market momentum.

With fee-free options now available, Cash App users can accumulate Bitcoin more efficiently than ever. For many, this is another step toward making Bitcoin a mainstream financial tool.

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Arkham Intelligence is preparing to shut down its crypto trading platform. Reports say the company’s derivatives exchange failed to gain enough users. The shutdown comes less than two years after the product first launched. Arkham went live in late 2024. The exchange aimed to compete with major derivatives platforms like Binance and Bybit. But trading activity remained low and the platform struggled to find a steady user base. Meanwhile, the company’s analytics business continues to operate as usual.

Exchange Launched With Big Ambitions

Arkham introduced the exchange as a new step beyond analytics. The platform focused on crypto derivatives, especially perpetual futures. Additionally, it tied trading features directly into Arkham’s on-chain intelligence tools. Users could see wallet activity, entity labels and other analytics data while trading. The idea was to give traders more insight than standard exchanges offered.

BREAKING: ARKHAM EXCHANGE TO SHUT DOWN Blockchain analytics firm Arkham Intelligence is reportedly closing its trading platform after failing to gain traction.The firm first floated a crypto derivatives exchange in late 2024, but adoption appears to have fallen short. pic.twitter.com/bThqZRn8S0

— Coin Bureau (@coinbureau) February 11, 2026

The project also attracted attention because of Arkham’s earlier growth. Its intelligence platform gained millions of users who tracked large wallets and market moves. The exchange hoped to convert that audience into active traders.

Low Volume and Heavy Competition

Despite the ambitious launch, trading activity stayed weak. Reports suggest daily volumes remained very small compared to major competitors. Some estimates placed the platform’s 24-hour volume at under $1 million shortly before the shutdown news. The derivatives market is already crowded. Large exchanges dominate most of the trading volume. New platforms often need huge liquidity incentives to compete.

Market conditions also played a role. Trading activity across the industry slowed during parts of 2025 and early 2026. Smaller exchanges felt the pressure more than established players. So, even with strong analytics tools, Arkham struggled to attract enough traders. The exchange never reached the scale needed to stay competitive.

What Happens Next for Arkham

Details about the shutdown process remain limited. Reports suggest the platform will wind down operations and allow users to withdraw funds. The company has not shared a full timeline yet. But Arkham’s main intelligence platform continues to run normally. The service still tracks whale movements and on-chain activity across multiple blockchains. This suggests the company may refocus on its core analytics business. That segment already has a strong user base and brand recognition.

A Tough Market for New Exchanges

The closure highlights how difficult the exchange market has become. Even well known crypto firms face challenges when entering derivatives trading. The space is dominated by a few major players with deep liquidity. Smaller or newer platforms often struggle to gain traction. Arkham’s exchange experiment lasted only about a year. Now, the company appears ready to return its focus to blockchain intelligence, where it already holds a strong position.

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Pi Network has appeared on Kraken’s 2026 listings roadmap. Pi coin news marks this as a new milestone for the project. The exchange placed Pi under the “Chains” category in its public plan. While the move does not guarantee a listing, it signals potential future integration if the project meets certain conditions.

The update comes as Pi continues to build its ecosystem. At the same time, a decentralized exchange and automated market maker have launched on the network’s testnet. These developments suggest the project is pushing toward real utility ahead of its open mainnet phase.

Kraken Roadmap Signals Possible Future Listing

Kraken’s roadmap lists projects the exchange may support in the future. However, it does not promise spot trading or full integration. Each project still needs to meet technical, regulatory, and liquidity requirements. Even so, appearing on the roadmap brings visibility. It shows that the exchange is at least tracking the project’s progress. For Pi Network, this could help build confidence among its large user base.

Growing validation! Pi Network has been added to Kraken's 2026 listings roadmap. While not a guarantee, it's a significant nod to our 16M+ migrated Pioneers building the ecosystem from the ground up.#PiNetwork #Crypto #Kraken #Web3 pic.twitter.com/UcY854sVtN

— RichAdams (@RichAdams0x) February 11, 2026

Pi launched in 2019 as a mobile first cryptocurrency. The project claims tens of millions of users worldwide. Recently, more than 16 million users have completed migration to the mainnet environment. Still, the network has faced delays around open mainnet access and KYC verification. The Kraken roadmap mention may help improve sentiment as the project moves forward.

Testnet DEX and AMM Go Live

Alongside the Kraken news, Pi’s testnet has added a new decentralized exchange. The platform includes an automated market maker designed for token swaps. The launch allows developers and users to test DeFi features inside the network. These tools could form the base of Pi’s future on-chain economy. For now, everything runs inside the testnet environment. Community members see the DEX as a key step toward real utility. It shows how tokens may move and trade once the network fully opens. The team is also encouraging users to test features and share feedback.

Ongoing Migrations and Network Updates

The new developments come during a busy period for Pi’s ecosystem. Millions of users are still migrating their accounts to the mainnet. Reports suggest heavy traffic has caused temporary glitches and delays. Community updates say the team is aware of these issues. Users have been told to stay patient while the process continues. At the same time, node upgrades and KYC reward plans are moving forward. These steps aim to prepare the network for broader access. The team has signaled more updates in the coming months.

A Step Toward Wider Adoption

The combination of a Kraken roadmap mention and new testnet tools gives Pi Network more momentum. While no exchange listing is confirmed, the attention from a major platform adds credibility. Meanwhile, Pi coin news shows the testnet DEX is working on real use cases. If these tools move smoothly into the mainnet, they could help build a stronger ecosystem. For now, the focus remains on migration, upgrades,+ and testing. The next big milestone will likely be the open mainnet phase.

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Polymarket, a blockchain-based prediction market, is partnering with Kaito AI to introduce a new type of trading: attention markets. Starting March 2026, users will be able to bet on public attention, such as trending topics and brand popularity.

LATEST: Polymarket is partnering with Kaito to launch attention markets in March, with users able to bet on changes in public attention such as shifting trends and brand popularity. pic.twitter.com/UEXbNmyfMM

— CoinMarketCap (@CoinMarketCap) February 11, 2026

What Are Attention Markets?

Traditional prediction markets focus on events like elections, sports or financial outcomes. Polymarket’s attention markets track public focus instead. Using Kaito’s AI analytics, the platform measures online conversations, social engagement and search trends. This allows users to trade predictions based on how public attention shifts over time.

The concept builds on a 2025 pilot that tested AI-driven attention metrics. The results showed that combining AI insights with blockchain transparency could help traders, marketers and researchers understand public interest better than ever.

How Users Will Trade Attention

In attention markets, users can stake predictions on shifts in public focus. For example, they could bet on whether a brand will gain popularity in the next month. Kaito’s AI provides real-time analytics to guide decisions. Meanwhile, Polymarket’s blockchain makes sure there is secure and transparent trading.

The system turns intangible trends into measurable, tradeable outcomes. This opens up a new dimension for prediction markets, moving beyond events to narratives and public sentiment.

Community Excitement and Concerns

Crypto enthusiasts have welcomed the idea, seeing it as a next-level tool for predicting trends. Many traders believe it could provide early signals of shifts in public interest.

However, some experts warn about potential biases. AI may give more weight to certain voices or platforms. This could distort predictions and amplify echo chambers instead of showing true public focus. Polymarket and Kaito will need to address this risk carefully.

The Future of Prediction Market Trade

Polymarket and Kaito AI plan to launch attention markets in March 2026. Analysts expect adoption to grow through the year. By blending AI analytics with blockchain trading, the platform could change how markets track influence, trends and public attention.

Attention markets represent a huge evolution in prediction tools. If successful, they could provide a clearer picture of public interest and open new opportunities for digital asset traders and marketers alike.

The post Polymarket Expands Into Attention Markets With Kaito AI appeared first on Coinfomania.

Spot Bitcoin ETFs are once again commanding attention across global financial markets. Investors poured $166.5 million into these products, marking three straight days of positive flows. That steady momentum highlights growing confidence in regulated crypto exposure. Market participants now watch whether this trend signals a broader institutional shift.

This latest wave of Spot Bitcoin ETF inflows reflects more than short term speculation. Investors appear to build structured exposure through traditional financial channels. Asset managers continue to attract capital as volatility stabilizes. Strong Bitcoin ETF demand suggests institutions see long term value despite macro uncertainty.

At the same time, altcoin ETFs also recorded meaningful inflows. Ethereum, Solana, and XRP funds attracted fresh capital during the same period. Crypto ETF inflows across multiple assets indicate wider market participation. The data paints a picture of strengthening digital asset confidence.

JUST IN: Spot Bitcoin ETFs saw $166.5M in net inflow, marking 3-straight days of inflow.Altcoin ETFs also saw inflows, with $ETH at $13.8M, $SOL at $8.4M, and $XRP at $3.3M. pic.twitter.com/bUzSeDLixS

— Coin Bureau (@coinbureau) February 11, 2026

Spot Bitcoin ETFs Extend Their Three Day Winning Streak

Spot Bitcoin ETF inflows reached $166.5 million over three consecutive sessions. That steady accumulation signals sustained buying rather than a single day spike. Institutions and high net worth investors likely drove a large share of this capital. Consistent Bitcoin ETF demand often reflects strategic portfolio positioning.

Market participants increasingly prefer ETFs for their transparency and regulated structure. These funds allow investors to gain exposure without managing private keys or custody risks. As a result, crypto ETF inflows have become a barometer for institutional sentiment. Strong flows often correlate with improving price stability.

The current trend also reinforces the narrative of mainstream adoption. Traditional finance platforms now integrate crypto products into broader investment offerings. This integration encourages portfolio diversification through digital assets. Spot Bitcoin ETF inflows therefore act as a bridge between Wall Street and crypto markets.

Ethereum, Solana, And XRP Funds Capture Fresh Capital

While Bitcoin led the charge, altcoin ETF inflows also impressed traders. Ethereum ETFs recorded $13.8 million in inflows during the same period. Solana funds added $8.4 million, while XRP products brought in $3.3 million. These numbers confirm broader crypto ETF inflows beyond Bitcoin alone.

Investors often rotate capital into large cap altcoins when confidence rises. Ethereum benefits from its dominant role in decentralized finance and tokenization. Solana attracts attention through speed and ecosystem growth. XRP continues to gain relevance in cross border payment discussions.

Altcoin ETF inflows demonstrate that investors no longer treat Bitcoin as the only institutional grade option. Portfolio managers now evaluate digital assets with more nuance. Rising participation across multiple tokens strengthens overall market structure.

Institutional Adoption And The Broader Crypto Landscape

Institutional adoption continues to reshape the digital asset ecosystem. Spot Bitcoin ETF inflows provide measurable proof of this evolution. Traditional investors increasingly view Bitcoin as a strategic asset class.

Crypto ETF inflows also reduce friction for conservative portfolios. Investors gain price exposure while avoiding direct exchange interaction. This convenience expands the potential investor base significantly. As Bitcoin ETF demand strengthens, liquidity improves across spot markets. Deeper liquidity reduces extreme volatility swings. That stability further attracts cautious capital, creating a reinforcing cycle.

Meanwhile, altcoin ETF inflows encourage diversification strategies. Portfolio managers can balance Bitcoin exposure with Ethereum and other high growth networks. This broader allocation supports ecosystem maturity.

The Bigger Picture For Digital Asset Investors

The latest data underscores a key shift in investor behavior. Institutions now access Bitcoin and leading altcoins through structured ETF vehicles. Spot Bitcoin ETF inflows signal steady conviction rather than speculative mania.

Crypto ETF inflows across Ethereum, Solana, and XRP highlight expanding risk appetite. Investors increasingly treat digital assets as diversified portfolio components. Bitcoin ETF demand serves as the anchor for this broader movement.

As capital flows continue, the crypto market strengthens its ties with traditional finance. That alignment could define the next phase of digital asset growth. Investors now watch whether this steady accumulation turns into a sustained institutional cycle.

The post Spot Bitcoin ETFs Attract $166.5M In Three Day Surge As ETH, SOL, And XRP ETFs Climb appeared first on Coinfomania.

Crypto market maker Wintermute believes the huge growth in artificial intelligence investments has pulled liquidity away from digital assets for months. Therefore, slowing crypto’s momentum in the process.

LATEST: Wintermute says AI has been vacuuming up available capital "at the expense of everything else" for months, and that "air needs to come out of the AI trade" for crypto to outperform again. pic.twitter.com/8nxxU0z6Il

— CoinMarketCap (@CoinMarketCap) February 11, 2026

In a recent market commentary, Wintermute argued that AI has been “vacuuming up available capital at the expense of everything else.” According to the firm, crypto may struggle to outperform until “air comes out of the AI trade.” The statement adds to a growing debate about sector rotation in global markets, as investors continue pouring funds into AI-linked equities.

AI Stocks Surge as Crypto Lags

Throughout 2025, AI-focused companies have delivered massive returns. Stocks like Nvidia have posted gains exceeding 200%, driven by relentless demand for AI chips, cloud infrastructure and enterprise automation tools. Institutional investors have heavily weighted their portfolios toward AI leaders, betting on long-term structural growth.

By contrast, Bitcoin and the broader crypto market have seen more moderate gains. While digital assets remain well above previous cycle lows, they have not matched the pace of AI equities. Wintermute attributes part of this divergence to capital allocation trends.

As a major liquidity provider handling billions of dollars in daily crypto trading volume, Wintermute tracks fund flows and market positioning closely. The firm suggests that large pools of capital have rotated toward AI, leaving fewer fresh inflows for crypto markets.

Liquidity Cycles and Sector Rotation

Financial markets often move in cycles. When one sector captures investor attention and delivers strong returns, capital tends to concentrate there. Eventually, valuations stretch and risk appetite shifts.

Wintermute’s analysis implies that crypto’s next strong rally may depend on a cooling period in AI equities. If AI valuations correct or investor enthusiasm fades, capital could rotate back into alternative growth sectors, including digital assets.

However, some market participants caution that a sharp correction in AI stocks could trigger broader market volatility. In that scenario, both equities and crypto might face short-term pressure before stabilizing.

What Comes Next for Crypto?

The discussion highlights a key reality, that crypto does not trade in isolation. Broader liquidity conditions, macroeconomic trends and investor sentiment all influence performance.

If AI’s dominance begins to fade, crypto could benefit from renewed inflows. Until then, Wintermute’s view suggests that the digital asset market may remain in a waiting phase, watching closely for signs that the capital tide is ready to turn.

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The financial world stands at a turning point. Traditional assets no longer sit quietly inside banking systems. They now move freely across blockchain networks at any hour. According to OKX, more than $10 billion in US Treasuries now exist onchain. That milestone signals a major acceleration in Real World Asset Tokenization. Institutions no longer experiment with tokenization as a concept. They actively deploy capital into blockchain rails. Treasury bills, once limited to legacy clearing systems, now trade within digital asset markets that operate around the clock. This shift shows how financial infrastructure evolves faster than many expected.

Real World Asset Tokenization bridges traditional finance and blockchain innovation. Investors gain faster settlement, broader access, and improved transparency. At the same time, governments and institutions explore new liquidity channels. The rise of onchain US Treasuries proves that tokenization has moved beyond theory.

Why $10 Billion In Onchain US Treasuries Matters

Crossing the $10 billion mark represents more than symbolic growth. It confirms real institutional demand. US Treasuries serve as one of the safest and most liquid assets globally. When such instruments migrate to blockchain networks, markets take notice.

Onchain US Treasuries allow investors to settle transactions instantly. They remove traditional banking hour restrictions. Digital asset markets operate 24 hours every day. This constant access creates new opportunities for global participants.

Real World Asset Tokenization also reduces operational friction. Smart contracts automate compliance and settlement processes. Investors track ownership transparently on public ledgers. These efficiencies lower costs and improve capital flow.

How Real World Asset Tokenization Reshapes Finance

Real World Asset Tokenization converts traditional financial instruments into blockchain based tokens. These tokens represent ownership rights tied to real assets. In this case, US government debt instruments enter decentralized networks.

Digital asset markets benefit from reliable yield bearing assets. Stable returns support broader DeFi strategies. Institutions gain exposure without abandoning compliance frameworks. This balance drives stronger adoption.

Onchain US Treasuries provide programmable liquidity. Investors can integrate them into lending protocols or collateral frameworks. That flexibility expands their use case beyond traditional bond markets. Blockchain infrastructure enhances functionality.

Institutional Confidence And Regulatory Progress

Institutions demand transparency and compliance. Real World Asset Tokenization addresses those needs through verifiable ledgers and structured issuance. Providers integrate regulatory safeguards into token design.

Onchain US Treasuries often operate within regulated frameworks. Issuers collaborate with financial authorities. Clear reporting standards help institutions maintain accountability. This alignment accelerates mainstream adoption.

Digital asset markets also evolve under regulatory scrutiny. Policymakers examine tokenized securities carefully. Constructive dialogue shapes clearer guidelines. That progress reduces uncertainty and builds trust.

What Comes Next For Tokenized Treasuries

The $10 billion milestone may represent only the beginning. Analysts expect further growth as yield demand increases. Stable returns attract capital during uncertain economic cycles.

Real World Asset Tokenization could extend beyond Treasuries. Corporate bonds, real estate, and commodities may follow similar paths. Onchain US Treasuries serve as a proof of concept for broader adoption.

Digital asset markets continue to expand globally. Infrastructure improvements enhance scalability and security. Institutional onboarding becomes smoother each quarter. Momentum builds across multiple regions.

Investors increasingly view blockchain as financial plumbing rather than speculation. Tokenized products demonstrate practical utility. Markets reward efficiency and transparency.

The Bigger Picture For Financial Infrastructure

Real World Asset Tokenization signals structural transformation. Financial systems shift from limited trading hours to continuous operation. Capital flows across borders without friction.

Onchain US Treasuries illustrate how trusted assets integrate with modern networks. Digital asset markets provide liquidity, transparency, and programmability. Together they redefine market access.

OKX’s observation reflects a broader trend. Institutions no longer ignore blockchain integration. They actively deploy capital into tokenized instruments. Growth metrics support this narrative clearly.

The acceleration of tokenization reshapes how investors think about ownership. Blockchain technology no longer serves only crypto assets. It now supports traditional finance at scale.

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Franklin Templeton and Binance have launched a new program for institutional traders. The offering lets firms use tokenized shares of money market funds as trading collateral. The shares come from Franklin Templeton’s Benji platform and remain in off-exchange custody.

The launch went live on February 11. Under the setup, institutions can trade on Binance while their assets stay in regulated custody. The structure aims to improve capital efficiency and reduce counterparty risk. It also marks the first major product from the two firms’ strategic partnership announced in 2025.

How the Collateral System Works

The new system uses tokenized money market fund shares as collateral. These tokens represent stable, low-risk assets held off the exchange. Instead of moving funds onto the trading platform, institutions keep them in regulated custody. Binance’s institutional custody partner “Ceffu” handles the asset storage. The custody takes place in a regulated environment designed for large clients. Meanwhile, the collateral value appears on Binance’s trading platform.

JUST IN: Franklin Templeton and Binance now allow institutions to use tokenized money market fund shares as trading collateral.Through Franklin’s Benji platform, the assets stay in regulated off-exchange custody while being used to trade on Binance. pic.twitter.com/sMRM1KX31D

— Coin Bureau (@coinbureau) February 11, 2026

This setup allows institutions to trade while keeping their core assets safe. It also means they can continue earning yield from the money market funds. The structure targets hedge funds, asset managers and banks. The main advantage is reduced risk. Institutions avoid full on-exchange exposure while still accessing crypto liquidity.

Benji Platform and Early Tokenization Efforts

The tokenized assets come from Franklin Templeton’s Benji platform. The company launched this system several years ago to bring traditional funds onto blockchain rails. Through Benji, Franklin Templeton created one of the first tokenized U.S. government money market funds. Investors can hold shares as blockchain based tokens instead of traditional fund units.

Franklin Templeton manages more than a trillion dollars in assets globally. The firm has spent years experimenting with tokenization and blockchain settlement. The new program with Binance builds on that earlier work. Additionally, it shows how tokenized real-world assets are moving into active trading use cases.

Part of a Broader Institutional Strategy

The launch follows a strategic partnership announced in September 2025. At the time, both companies said they wanted to connect traditional finance with crypto markets. This new collateral program is the first major step in that plan. It gives institutions a way to use stable assets while trading digital markets. The model could also improve collateral efficiency. Instead of leaving funds idle, institutions can keep them in yield bearing instruments.

Industry observers see this as part of a larger trend. Tokenized real-world assets are gaining traction across finance. Many firms now test ways to use them for settlement, lending and trading. For now, the program targets institutional clients only. But it shows how traditional assets and crypto platforms are starting to connect more directly.

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Robinhood just made one of its boldest moves in crypto infrastructure. The company introduced Robinhood Chain, an Ethereum compatible L2 built using Arbitrum technology. This launch signals a serious shift from trading platform to blockchain builder. Robinhood now wants to shape the financial rails of the future.

For years, Robinhood simplified stock and crypto trading for retail users. Now it aims to simplify blockchain finance itself. With Robinhood Chain, the company targets faster transactions, lower costs, and a strong focus on Real World Assets. It does not just want users to trade tokens. It wants them to access tokenized financial products at scale.

The timing feels strategic. Institutional interest in tokenization keeps rising. Developers demand scalable infrastructure. Retail investors seek easier access to blockchain powered assets. Robinhood Chain enters the market to serve all three groups.

JUST IN: Robinhood launches Robinhood Chain, an Ethereum-compatible L2 built on Arbitrum tech, focused on finance and RWAs. pic.twitter.com/jQzyFjDlCv

— Cointelegraph (@Cointelegraph) February 11, 2026

Why Robinhood Chain Marks A Major Strategic Shift

Robinhood Chain represents more than a technical upgrade. It marks a transition from brokerage service to blockchain infrastructure provider. Robinhood wants to control both the user interface and the backend rails.

An Ethereum compatible L2 allows developers to build applications that work seamlessly with Ethereum. They can use existing tools and smart contracts. This compatibility reduces friction and accelerates adoption. Developers do not need to start from scratch.

Robinhood leverages Arbitrum technology to ensure scalability. Arbitrum already powers some of the largest Layer 2 ecosystems. By building on proven infrastructure, Robinhood reduces execution risk. It also positions Robinhood Chain as a serious competitor in the Layer 2 space.

How The Ethereum Compatible L2 Strengthens Financial Applications

Ethereum continues to dominate smart contract development. However, high gas fees and congestion limit mainstream financial usage. An Ethereum compatible L2 solves these issues by processing transactions off the main chain.

The Chain delivers faster settlement times and lower transaction costs. Financial applications require speed and predictability. Traders cannot wait minutes for confirmations. Asset issuers cannot tolerate volatile fees.

By focusing on finance, Robinhood Chain differentiates itself from general purpose networks. It prioritizes reliability, compliance readiness, and institutional grade infrastructure. This design aligns with Robinhood’s existing brand identity in financial services.

Robinhood Chain And The Rise Of Real World Assets

Tokenization of Real World Assets continues to gain momentum. Investors want exposure to bonds, real estate, commodities, and private equity on blockchain rails. The Chain directly targets this growing segment.

Real World Assets require robust compliance features and predictable settlement. Robinhood understands regulatory expectations from its brokerage experience. It can integrate identity tools and reporting mechanisms more efficiently than pure crypto startups.

With Robinhood Chain, issuers could tokenize equities, funds, or debt instruments. Retail investors could access fractionalized exposure with ease. Institutions could distribute products globally with reduced operational friction.

How Robinhood Chain Could Reshape Retail And Institutional Finance

Robinhood already commands millions of retail users. Integrating Robinhood Chain into its app could unlock seamless blockchain access. Users might trade tokenized Real World Assets alongside stocks and crypto.

Institutions could issue structured products directly on Chain. Settlement could occur faster and with lower counterparty risk. Programmable compliance features could automate reporting.

The Ethereum compatible L2 design also supports DeFi integration. Lending protocols, derivatives platforms, and payment systems could build on the network. This layered ecosystem could create strong network effects.

What This Means For The Broader Crypto Market

The launch of Chain sends a clear message. Major fintech companies now compete at the infrastructure level. They no longer rely solely on external blockchains.

This move intensifies competition among Ethereum compatible L2 networks. It also validates the growing importance of Real World Assets. Large platforms see tokenization as a core growth driver.

For users, this competition could lead to better products and lower fees and for developers, it creates new ecosystems to explore. For institutions, it signals maturing blockchain infrastructure.

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Michael Saylor has in the recent past touched on mounting anxieties of declining MicroStrategy share price. He gave a very precise explanation. Saylor reports that Bitcoin has been in its bear market over the last four months. MSTR had been trailing Bitcoin as it weakened. This framing eliminates confusion. Saylor does not put on problems of execution. He does not refer to operational failures. Rather, he puts it squarely on the market cycle of Bitcoin.

Saylor explains that $MSTR is down because $BTC has been in a bear market for the past 4 months.Do you agree? pic.twitter.com/sIwDjf7yZv

— Satoshi Stacker (@StackerSatoshi) February 11, 2026

Bitcoin’s Pullback Has Been Sharp and Prolonged

Bitcoin peaked above $110,000 in late 2025. This has since lost momentum. Prices kept on dropping down to around the 70000 level. Months of bullishness were wiped out by that fall. Volatility increased. Confidence weakened. Risk assets were hurt as fear set in instead of optimism. The first shock had to go through the Bitcoin-led equities. MicroStrategy was the epicenter of that exposure.

MicroStrategy is not a normal company in the market. Its stocks are not following the increase in revenues. It does not run in multiples of software. Rather, it is leverage-based on the price action of Bitcoin. As of early 2026, the company has more than 250,000 BTC. It funded such acquisitions by use of debt and equity. Hence, the downside of Bitcoin affected MSTR more than spot exposure does.

Why MSTR Falls Faster Than Bitcoin

Outcomes are magnified by leverage. MSTR tends to do very well when Bitcoin is on a run. The converse of this is also true, however. MSTR blows out the negative as Bitcoin moves into drawdowns. The debt obligations are fixed. Fears of dilution of equity reoccur. Risk is re-examined by market players. As a result, the selling pressure is faster than the one in Bitcoin itself.

Reactions of the crypto markets to the explanation by Saylor have been favorable mostly. A lot of investors consider the explanation as self-evident. The emotional whiplash is indicated by others. Bitcoin printed a record high of 126,000 only a few weeks ago. Sentiment has changed the other way round. Fear dominates discussions. Nevertheless, the majority of analysts concur that the fall of MSTR represents macro Bitcoin factors and not business-related misfortunes.

What This Means for Investors Now

Saylor did not conceal his plan. He publicly made MSTR a Bitcoin treasury company. There was an asymmetric risk on that decision. In bull markets, MSTR thrives. In bear markets, it bleeds. It was that trade-off that investors who purchased MSTR implicitly accepted. The observations of Saylor merely reaffirm reality and not to reframe it.

In the future, one should be realistic in their expectations. MSTR will not be de-linked with Bitcoin. It is not going to stabilize as BTC struggles. The reclaiming of momentum on Bitcoin is what will help it recover. MSTR might explode in the event of Bitcoin consolidation or a rebound. In case of further weakening of Bitcoin, there is pressure in downsides. Risk management is more important than stories.

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The White House has just had the most recent closed-door meeting related to the regulation of stablecoins. The discussion was characterized by the officials as fruitful. Nevertheless, there was no consensus. The administration instead gave a time limit. Pressure is now on the lawmakers to find a compromise on the CLARITY Act by March 1. Both banks and crypto firms are put on the spot by that deadline.

WRAPPED: White House Sets MARCH 1 Deadline on CLARITY Act — “Compromise Is In The Air,” But No Deal Yet Today’s closed-door stablecoin talks at the White House just ended — both sides called it “productive.” Banks walked in with a written list of “prohibition… https://t.co/9oz85PPJxE pic.twitter.com/OuUxz6iolR

— Diana (@InvestWithD) February 11, 2026

What the CLARITY Act Is Trying to Solve

The CLARITY Act is intended to add some order to the regulation of digital assets in the U.S. It would have the majority of cryptocurrencies under CFTC regulation. Simultaneously, it would provide a clear understanding of the occasion when the SEC is at liberty. The structure might put an end to decades of regulatory uncertainty. Hence, the bill is viewed by a number of people in crypto as a stepping stone to wider institutional acceptance.

Banks however came in with stiff objections. They presented a written document that had harsh prohibition principles. These tenets focus on the interest and stablecoin yield programs. According to banks, stablecoins with yields pose a threat to the traditional deposit. Consequently, they would like prohibitions on financial motivation of those holding stablecoins. They also suggest minimal exemption, severe punishment, and formal research on the risks of flights of deposits.

Crypto Firms Push for Flexibility

Crypto representatives retaliated on the other side. According to them, yield is not a speculation. Rather, it portrays on-chain efficiency. In addition, they caution that the prohibition of rewards would kill innovation. The Chief Legal Officer of Ripple states that a certain compromise is forming. Transaction-related rewards can be exempted. That change would be able to maintain functionality without necessarily competing with bank deposits.

The deadline of the White House changes the nature of negotiations. Concessions are brought by time pressure. The expanded crypto market reforms may once more stall without a deal. Such an outcome would postpone comprehensiveness to exchanges, issuers, and developers. On the contrary, a trade-off would open much desired regulatory assurance. There is a close observation in the markets.

What This Means for Crypto Markets

This controversy extends beyond stablecoins. It molds the crypto policy in the U.S. When the legislators find the balance, both innovation and compliance may co-exist. In case of failure in negotiations, the process of fragmentation persists. Anyhow, the result will affect the capital flows, the development of the stablecoins, and the competitiveness of the U.S. in the digital financial sphere.

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BlackRock CEO Larry Fink has sparked debate about the future of the US dollar after warning that rising debt interest payments could weaken confidence in the currency. Speaking on February 10, 2026, Fink said that if the US fails to control its debt costs, the dollar could eventually resemble “monopoly money.”

BREAKING: BlackRock CEO Larry Fink says that if US debt payments eventually grow out of control.The dollar will be abandoned because it essentially turns into monopoly money. pic.twitter.com/FgCee6hdBQ

— Crypto Rover (@cryptorover) February 11, 2026

His comments arrive at a key moment for the US economy. Federal debt has climbed to roughly $38 trillion, based on recent US Treasury data. At the same time, the government now spends about 20% of its federal budget on interest payments alone. That figure has grown sharply over the past few years as higher interest rates increased borrowing costs.

Debt Costs Are Eating Into the Dollar Budget

The US government continues to borrow heavily to fund its operations. However, rising interest rates have made that borrowing more expensive. As a result, debt servicing now takes up a great share of annual spending.

When the government directs one-fifth of its budget toward interest payments, it leaves less room for infrastructure, healthcare, education and national security. Over time, this imbalance can strain public finances and weaken economic flexibility. Fink stressed that policymakers must address this trend before it undermines global trust in the dollar.

He warned that if leaders allow debt payments to spiral, investors may question the long-term stability of US fiscal policy. That loss of confidence could reduce demand for the dollar in global markets.

Investors Look Toward Hard Assets

Fink also pointed to “long-term assets” as a potential safeguard if fiat currencies face pressure. Historically, investors have turned to gold and other precious metals during times of economic uncertainty. In recent years, many have also accepted Bitcoin as a hedge against inflation and currency debasement.

Supporters of digital assets argue that Bitcoin’s fixed supply makes it resistant to the kind of monetary expansion that can weaken traditional currencies. Fink’s remarks have therefore fueled discussion within the crypto community, which often frames Bitcoin as protection against sovereign debt risk.

The Dollar’s Global Role Remains Strong

Despite these concerns, the US dollar still dominates global trade and finance. Central banks hold it as a primary reserve currency, and international markets depend on it for pricing commodities and settling transactions.

Even so, Larry Fink’s warning adds urgency to the broader debate over fiscal discipline and long-term sustainability. While the dollar’s position remains safe for now, rising debt levels continue to test the resilience of the world’s leading reserve currency.

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Two powerful voices came to the same conclusion in one of the recent episodes of the All-In Podcast. Both Binance founder Changpeng Zhao and investor Chamath Palihapitiya have said that the biggest unaddressed issue in crypto is privacy. Whereas markets tend to be price-oriented ETF-oriented or regulation-oriented, they were oriented towards something even more essential. Crypto does not have lower level, native privacy. Consequently, mainstream adoption is not being done.

NEW: CZ AND CHAMATH WARN PRIVACY GAP IS CRYPTO’S BIGGEST HURDLEBinance founder CZ and investor Chamath Palihapitiya speak on the lack of robust, native privacy protections fundamentally limiting Bitcoin and broader crypto from achieving true mainstream ubiquity. pic.twitter.com/9z340PkTJx

— Coin Bureau (@coinbureau) February 11, 2026

Bitcoin’s Transparency Cuts Both Ways

The transparent ledger of Bitcoin was made to be trustworthy. Nonetheless, the same transparency forms issues on a scale. Chamath states that traceable transactions of Bitcoin are a violation of fungibility. Every coin carries history. Therefore, Bitcoin is not treatable like cash by the users. In addition to that, pseudonymity becomes even more undermined when exchanges implement KYC. That change makes blockchain operation a stable record of public record that is attached to real identities.

CZ pointed out the real-life risks that this transparency poses. Booking a hotel. Paying a contractor. Sending funds to family. Patterns can be revealed by every action. The patterns uncover addresses, habits and locations with time. In certain areas, such exposure endangers individual lives. It increases legal or political risks in others. Thus, crypto does not make life easier but more difficult to use.

Why This Blocks True Mainstream Adoption

Chamath justified the reason this privacy gap continues to make him not a Bitcoin maximalist. Crypto cannot work as digital cash without privacy. Individuals will not embrace systems that expose their financial lives in the long-term. Businesses will hesitate. Uses will be restricted by institutions. Therefore, crypto usage ceases at speculation and settlement layers, but not at day-to-day payments.

This discussion brings out a fundamental conflict. Transparency enables trust. Privacy enables freedom. Crypto has laid emphasis on the former. But both are required by the mainstream society. Although such solutions as zero-knowledge proofs, mixers, and privacy layers are available, they are still disjointed. They are optional. They are complex. And regulators tend to discourage them. Unless privacy becomes a natural matter and instinctive, it is going to be resisted.

A CZ Conversation the Industry Can’t Ignore

Some of the replies made an effort to appear to disregard the discussion although the video itself states that they agree. CZ and Chamath were giving the same warning but at different angles. Price cycles will come and go. Regulations will evolve. Yet crypto is still not complete without a solution to privacy on the protocol level. This dialogue makes one harbor an awakening. The second stage of crypto can be not so speedy but more secure.

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