SOL is down 72% from its all-time high, but several data points paint a compelling investment scenario. Is SOL trading at a deep discount? Solana’s SOL (SOL) is down 72% from its all-time high of $295 and well below the $188 level seen during its spot exchange-traded funds (ETFs) launch in October 2025. Since early December 2025, spot SOL ETF inflows have slowed while the price retraced sharply over four months. At the same time, Solana’s onchain volumes and revenue metrics continue to rank higher against competitors, raising questions on whether SOL’s longer-term price prospects tilt toward a return to its all-time high. Spot SOL ETFs launched in late October 2025, drawing over $100 million in average net inflows during their first five weeks. Since December 2025, the weekly inflows have decreased, averaging $20 million to $25 million as SOL price slid to $86 in February 2026. Read more
A UBS report dinged US stocks for being “overvalued,” suggesting that better investment opportunities exist outside of US markets. Is this the next rally catalyst for Bitcoin? Key takeaways: Analysts downgraded US stocks due to high valuations, a weak dollar and policy risks despite AI-driven earnings growth. Limited S&P 500 upside may shift capital toward Bitcoin, especially if major sovereign funds announce BTC reserves. Read more
Bitcoin treasury companies face investor backlash as stablecoin issuers post strong earnings and legacy payment giants navigate mounting pressure. After months of sliding digital asset prices, public companies that embraced Bitcoin (BTC) as a treasury strategy are facing renewed scrutiny. Activist investors are now challenging those balance-sheet bets, echoing broader concerns about the volatility and long-term viability of the corporate Bitcoin model. Stablecoins, meanwhile, continue to anchor the market. Circle posted a stronger-than-expected fourth quarter, even as early signs of a so-called “crypto winter” began to surface. However, not every payments player is sharing in that momentum. PayPal’s push into digital assets, including the launch of its PayPal USD stablecoin, has yet to reverse its stock decline, with reports suggesting the company is drawing takeover interest. Read more
The system enables AI agents to automatically pay for blockchain data and compute credits in USDC, as autonomous crypto applications gain traction. Blockchain infrastructure company Alchemy has launched a system that allows autonomous AI agents to buy compute credits and access its blockchain data services using onchain wallets and USDC on Base. According to the company’s announcement, the initial release allows AI agents to directly query blockchain networks, check nonfungible token (NFT) ownership, view wallet balances across multiple chains and access live token price data, with additional networks and services planned. If an agent exhausts its prepaid compute credits, Alchemy issues a payment request that can be automatically settled in USDC (USDC) on Base, allowing the agent to continue operating without human intervention. Read more
The seizures and freezing over three months were conducted by the District of Columbia’s Scam Center Strike Force, established by US Attorney Jeanine Pirro in November. Officials with the US Department of Justice reported “freezing, seizing, and forfeiting” more than $578 million worth of digital assets tied to criminal groups as part of a task force’s efforts targeting “Southeast Asian cryptocurrency-related fraud and scams.” In a Thursday notice, the Justice Department said the frozen and seized crypto had been “stolen by Chinese transnational criminal organizations” using websites and social media platforms to target US residents. The actions were taken by the District of Columbia’s Scam Center Strike Force, established by former Fox News host, now US Attorney Jeanine Pirro in November. “Seizures of cryptocurrency is one important part of the Scam Center Strike Force’s work,” said Pirro. “Through the legal process, my Office will seek to forfeit these funds and return them to victims to the maximum extent...
Analysts dispute claims of a daily Jane Street Bitcoin dump as spot Bitcoin ETFs post three days of inflows and DeFi debates shift to real revenue. This week, rumors of a “10 a.m. Bitcoin dump” blamed on quantitative trading company Jane Street gained traction online after it was sued by Terraform Labs’ court-appointed administrator, but market watchers said the data does not support a consistent, company-driven selloff. The accusations mounted a day after Jane Street was sued by Terraform Labs’ administrator amid allegations of insider trading that worsened the collapse of Terra’s algorithmic stablecoin ecosystem in May 2022. Elsewhere in the market, demand for spot Bitcoin exchange-traded funds returned after five consecutive weeks of net negative outflows. US-listed spot Bitcoin ETFs took in over $1 billion in three consecutive days this week, with $254 million in cumulative inflows on Thursday, according to Farside Investors data. Read more