Category: DeFi

Global uncertainty and AI disruption are forcing investors and operators to shift from growth at all costs to resilience and optionality. Summary Overlapping economic, geopolitical, and currency shocks are undermining traditional market-cycle playbooks and confidence.​ AI is compressing build times and margins, shifting value to access, distribution, infrastructure, and trust-based moats.​ Capital increasingly favors resilient,…

Global investors are rotating into FTSE 100 and FTSE 250 as stretched US equity valuations, sector mix, yields, and FX stability make UK stocks look undervalued. Summary International investors are reallocating from expensive US mega-caps into FTSE 100 and FTSE 250 as valuation spreads widen. UK indices offer lower price-to-earnings ratios, higher dividends, diversified sectors,…

Summary Bitdeer cut 96.5 BTC from its treasury last week, leaving about 943.1 BTC in reserves.​ The miner’s holdings slipped under the 1,000 BTC mark despite ongoing production activity.​ Market watchers track miner selling as Bitdeer manages costs and balance sheet exposure. Bitdeer Technologies Group, a Nasdaq-listed Bitcoin (BTC) mining company, reduced its Bitcoin holdings…

Binance logs three straight months of heavy stablecoin outflows, erasing $9B in reserves and signaling a sustained liquidity squeeze across crypto markets. Summary Binance has seen negative stablecoin netflows for three consecutive months, the longest stretch since the 2023 downturn. Net outflows climbed from about $1.8B in December to nearly $2.9B in January and around…

Decentralized lending protocol ZeroLend has announced it will shut down operations after three years, citing sustainability challenges and mounting operational risks. Summary ZeroLend is shutting down after three years, citing sustainability and liquidity challenges. Users are urged to withdraw funds as most markets are now set to 0% LTV. A smart contract upgrade is planned…

XRP Ledger now holds most tokenized U.S. Treasury supply, but trading and settlement still favor Ethereum and layer-2 networks, leaving XRPL’s role in flux. Summary XRPL hosts roughly 63% of tokenized U.S. Treasury token supply, led by OpenEden’s TBILL vault token.​ Aviva Investors’ partnership with Ripple could bring large-scale fund tokenization to XRPL over the…

Bitcoin wavers below key support as liquidations rise and CVDD highlights deeper downside risk. Summary Bitcoin slips under a key support zone amid rising liquidations and macro stress.​ CVDD on-chain metric highlights a historically important structural support area. Multiple lower support levels could attract accumulation if downside continues. Bitcoin’s (BTC) price has entered a period…

CryptoQuant data shows Nexo users borrowed nearly 1 billion dollars in a year and over 30% returned, suggesting managed deleveraging as Bitcoin, Ethereum, and Solana retreat. Summary CryptoQuant’s JA Maartun reports Nexo issued about 863 million dollars in credit, with users borrowing nearly 1 billion dollars from January 2025 to January 2026.​ Over 30% of…

Binance founder Changpeng Zhao says fully transparent on-chain transactions expose salaries and business data, blocking real-world adoption of crypto payments. Summary Changpeng Zhao argues that current on-chain transparency exposes corporate workflows and sensitive financial information.​ He warns that crypto payroll on public blockchains would reveal individual salaries via visible sender addresses.​ Zhao and industry voices…

MoonPay and Deel will let tens of thousands of UK and EU firms pay staff in stablecoins, testing crypto payroll at scale before a planned U.S. rollout. Summary MoonPay’s Iron unit and Deel will let around 40,000 firms pay wages in stablecoins directly to employee wallets in the UK and EU.​ The service targets companies…