Analysis Archive – Page 94

White House Crypto Adviser Tells Banks to Stop Fighting Stablecoin Yield and Start Competing
Patrick Witt says banks can offer stablecoin yield products themselves, as the CLARITY Act faces an end-of-February deadline with Wall Street demanding a total ban.

Metaplanet Posts 8.9 Billion Yen in FY2025 Revenue With 738 Percent Growth as Bitcoin Holdings Hit 35,102 BTC
Japan's Metaplanet reports 8.9 billion yen in FY2025 revenue, a 738% jump, while its Bitcoin treasury surges 20x to 35,102 BTC despite a 104.6 billion yen impairment loss.

Crypto Funds Bleed for a Fourth Straight Week as $3.7 Billion Exits, but Europe and Altcoins Tell a Different Story
CoinShares data shows $173M in crypto ETP outflows last week, extending the streak to four weeks and $3.74B total. US investors led the exit while Europe added $230M.

Bitcoin Logs Its Largest Short Liquidation Spike Since September 2024 as 10,700 BTC in Shorts Get Wiped on Bitfinex
Bitfinex data shows 10,700 BTC in short positions were liquidated on Feb 13, the biggest single-day short squeeze since Sept 2024, as Bitcoin bounced off $60,000.

Harvard Trims Its Bitcoin ETF by 21% and Opens a First-Ever $87 Million Ethereum Position
Harvard Management Company cut 1.5 million IBIT shares in Q4 2025 while buying 3.87 million ETHA shares, marking the endowment's first Ethereum investment.

Grayscale Files to Convert Its AAVE Trust Into an ETF, Putting DeFi on the NYSE Arca Starting Line
Grayscale filed an S-1 to convert its AAVE trust into a spot ETF on NYSE Arca under ticker GAVE, with Coinbase as custodian and a 2.5% sponsor fee.

Animoca Brands Lands Full Dubai VARA License, Unlocking Crypto Brokerage for 600-Company Portfolio
Animoca Brands secures a full VASP license from Dubai's VARA, authorizing broker-dealer and investment management services for institutional investors.

Aave Founder Pitches a $50 Trillion Abundance Asset Thesis That Would Turn Solar Panels Into DeFi Collateral
Stani Kulechov says Aave can tokenize $50T in abundance assets by 2050, starting with solar energy as onchain collateral for stablecoin lending.

Apollo Follows BlackRock Into DeFi With a 90 Million Token Morpho Deal That Signals Wall Streets Next Move
Apollo Global Management will acquire up to 90M MORPHO tokens over 48 months, deepening its DeFi lending push alongside BlackRock's Uniswap integration.

Strategy Signals Its 99th Bitcoin Purchase as Saylor Buys the Dip on 714,644 BTC and a $5.1 Billion Unrealized Loss
Michael Saylor teases Strategy's 99th BTC acquisition with a cryptic '99>98' post. MSTR jumps 10% as the firm doubles down with 714,644 Bitcoin and a $5.1B paper loss.
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