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Bitcoin climbed back toward $69,500 as a rebound in equities and strong earnings data revived risk appetite, with altcoins joining the move as markets focused more on corporate results than political headlines. Beyond price action, tensions are rising around AI’s role in U.S. national security as Anthropic faces pressure to allow the U.S. military to use its technology more freely, governance debates are intensifying within Aave ahead of a major funding vote, and prediction markets are tightening compliance amid insider trading scrutiny.

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News Roundup

Artificial Intelligence

  • Meta AI Director Says OpenClaw Tried to Delete Her Emails (Business Insider)

  • OpenAI Calls Leading AI Coding Benchmark ‘Contaminated,’ Pushes Harder Replacement (Decrypt)

  • Judge Dismisses xAI Trade Secrets Lawsuit Against OpenAI (Decrypt)

Decentralized, Centralized, & Traditional Finance

  • Fluid DAO Weighs Forming Cayman Foundation Funded by $3M Annual Grant (The Defiant)

  • TruStage Pilots U.S. Dollar-Backed Stablecoin Geared For Credit Unions (The Block)

  • Stablecoins Face Infrastructure Risks Beyond Reserves (DL News)

  • Stripe Weighs Acquisition of PayPal (Cointelegraph)

  • Tokyo’s Shibuya District to Pilot USDC and JPYC Payments at Local Café (Cointelegraph)

  • Anchorage Digital Reveals Holding in Strategy STRC (The Block)

  • Hong Kong to Issue First Stablecoin Issuer Licenses in March (The Block)

  • Tether Market Cap Falls for Second Straight Month as Stablecoin Growth Stalls (CoinDesk)

  • Braza Group Launches BBRL Stablecoin on Polygon (BeInCrypto)

  • Endowments and Foundations Turn to Crypto as Traditional Returns Dim (CoinDesk)

  • Aave Governance Clash Deepens Ahead of $51M Funding Vote (The Block)

  • Project 0 Unveils ‘Pay’ Feature to Let DeFi Investors Borrow Against Portfolios (The Block)

  • Safe Integrates Morpho Vault to Earn Yield via Société Générale’s MiCA-Compliant EURCV Stablecoin (The Block)

  • Blockfills CEO Steps Down as Crypto Lender Freezes Withdrawals and Explores Sale (CoinDesk)

Exchange-Traded Funds

Infrastructure

  • NEAR Unveils Confidential Intents for Cross-Chain Transactions (NEAR Protocol)

  • 6 Challenges Facing Bitcoin on the Road to Quantum Security (Cointelegraph)

  • Billionaire Alan Howard’s Crypto Incubator WebN Group Shuts Down (CoinDesk)

  • Tether Invests in Whop to Power Stablecoin Payments For the Next Generation of the Internet Economy (Tether)

  • AI-Powered Audit Flags 'High-Severity' Bug in Ethereum Software (DL News)

Markets

  • Credit Card Stocks Slide on AI Disruption Fears, Then Stabilize (The Defiant)

  • Vitalik Buterin Sold 17,000 ETH This Month as Ether Drops 37% (CoinDesk)

  • Circle Shares Surge After Q4 2025 Earnings Beat Estimates (CoinDesk)

  • Altcoins Rally as Nvidia Earnings Eclipse Political Catalysts in Market Focus (Decrypt)

  • XRP Surges 6% as Spot Demand and ETF Inflows Signal Accumulation Shift (CoinDesk)

  • Bitcoin Reclaims $69.5K After Stock Market Rebound, Strong Earnings Data Boost Risk Appetite (Cointelegraph)

Mining

  • Solo Bitcoin Miner Wins $200K Block Reward After $75 Hash Power Purchase (Decrypt)

  • Extended Miner Capitulation Nears End as Bitcoin Trades Below Production Cost (CoinDesk)

  • Hut 8 Posts $248M Loss as AI Pivot Takes Shape (The Block)

Politics & Regulation

  • White House Says Trump Has No Plans to Pardon Sam Bankman‑Fried (The Block)

  • Pete Hegseth Pressures Anthropic Over U.S. Military AI Use (AP News)

  • U.S. Department of the Treasury Sanctions Operation Zero Over Tools to Exploit U.S. Software (CoinDesk)

  • Crypto.com’s $35M Pro-Trump Donations Precede Regulatory Wins (Decrypt)

  • Sen. Richard Blumenthal Probes Binance Over Iran Sanctions Evasion Reports (The Block)

  • South Korea Proposes Mandatory Asset Disclosure for Crypto Influencers (The Block)

  • Fellowship PAC’s Promised $100M Crypto War Chest Fails to Materialize (CoinDesk)

  • FCA Shortlists Four Firms for Live Stablecoin Trials Ahead of Final Rulemaking (FCA)

  • Dutch Finance Minister Moves to Amend Tax on Unrealised Crypto Gains (DL News)

Treasuries

  • FG Nexus Dumps Another $14M in ETH as Treasury Losses Top $80M (Cointelegraph)

  • Strategy Becomes Most Shorted U.S. Stock — But Not All Bets Are Bearish (CoinDesk)

  • GD Culture Group Set to Sell BTC to Fund $100M Share Buyback (CoinDesk)

  • Smarter Web Secures $30M Coinbase Credit Line to Accelerate Bitcoin Buys (Cointelegraph)

Venture Capital

  • Solana-Based TBD Raises $3M to Build Prediction Markets Based on ‘Verified’ Human Opinion (The Block)

  • Ripple and Franklin Templeton Back t54 Labs in $5M Bet on AI Agent Trust Infrastructure (The Block)

Other News

  • North Carolina Seizes $61M in USDT Tied to ‘Pig Butchering’ Scam (The Block)

  • South Korean Authorities Arrest Two in Alleged Theft of Seized Bitcoin From Police Custody (The Block)

  • Kalshi Fines MrBeast Employee and Political Candidate in Insider Trading Crackdown (Decrypt)

Check This Out!

Despite rapid growth to $226 billion, stablecoins remain small compared with ACH’s roughly $93 trillion in annual volume and traditional card networks.

Source: Obchakevich Research, Artemis, Allium, Nacha, Visa, Mastercard

Meme of the Day

Source: naiivememe

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