Hot Topics

  • SBI Holdings and Startale Group unveil JPYSC, Japan's first trust bank-backed yen stablecoin, targeting Q2 2026 launch.

  • Circle shares hit $90 and Bernstein calls results a 'clear divergence from crypto,' while Mizuho highlights Polymarket-driven USDC growth.

  • MEV Capital's AUM drops 80% to ~$300M in four months.

Market Updates

  • MARA reports $1.7B Q4 net loss from $1.5B Bitcoin markdown, but shares jump 15% on Starwood AI data center JV.

  • Block Inc. cuts 40% of staff, as Jack Dorsey pushes smaller, flatter, AI-focused strategy.