Analysis Archive – Page 13

The Ethereum Foundation Just Laid Out a Three-Track 2026 Roadmap With 100M Gas, Native Smart Wallets, and Post-Quantum Security
Ethereum Foundation unveils 2026 protocol priorities across Scale, UX, and Harden tracks, with Glamsterdam and Hegota upgrades targeting 100M gas and quantum resistance.

Retail Bitcoin Holders Hit Their Highest Supply Share Since June 2024 as Whales Dump 81,000 BTC in Eight Days
Santiment data shows small Bitcoin wallets at a 20-month accumulation high while large holders shed 0.8% of supply, creating the widest retail-whale divergence since 2024.

SBI Holdings Launches a 10 Billion Yen On-Chain Bond That Pays Investors in XRP, and Japan's TradFi Bridge Just Got Real
SBI Holdings issues ¥10 billion in blockchain-settled bonds on ibet for Fin, rewarding retail investors with XRP through Osaka Digital Exchange.

Uniswap Labs Ships AI Agent Skills So Bots Can Swap, Manage Liquidity, and Run Auctions Without Human Input
Uniswap Labs launches a developer platform beta with AI agent skills enabling autonomous swaps, liquidity management, and CCA auctions on the largest DEX.

Uniswap Founder Hayden Adams Says the Ad Economy Needs to Go After a Fake Google Ad Drains a Trader's Entire Net Worth
A fraudulent Google ad mimicking Uniswap drained a trader's mid-six-figure portfolio using the AngelFerno wallet drainer as phishing scams hit $370M in January.

Bitcoin Logs Its Worst Start to a Year in History as ETF Outflows Hit Every Trading Day This Week
Bitcoin is down 23% through the first 50 days of 2026, marking its weakest opening on record as spot ETFs bleed cash daily and the Fear and Greed Index sits at 9.

Tether Kills Its Offshore Yuan Stablecoin After China Formally Bans All RMB-Pegged Tokens
Tether discontinues CNH₮ effective immediately, giving holders one year to redeem. The move follows China's sweeping February ban on yuan-linked stablecoins.

Trump Signs a 10 Percent Global Tariff Using a Law Never Invoked Before, and Crypto Markets Barely Flinch
Trump invokes Section 122 of the Trade Act of 1974 to impose a 10% global tariff after the Supreme Court killed his IEEPA duties. Here is what it means for crypto.

The SEC Just Slashed Stablecoin Capital Charges From 100 Percent to 2 Percent, and Broker-Dealers Are Already Circling
The SEC quietly changed how broker-dealers account for stablecoin holdings, dropping the capital haircut from 100% to 2%. Here is what the shift means.

Coinbase Custodies 80 Percent of US Crypto ETF Assets After $31 Billion in Inflows, and the Concentration Risk Is Getting Harder to Ignore
Brian Armstrong reveals Coinbase holds 80%+ of US BTC and ETH ETF assets with $31B peak inflows, raising systemic concentration risk concerns across crypto.
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