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Happy Friday!

Bitcoin slipped below $66,000 as mounting macro risks sparked a broader risk-off move across markets. Meanwhile, Magic Eden is ending support for EVM-compatible and Bitcoin-based assets as it narrows its focus to Solana, Meta signed a multi-billion-dollar deal to rent Google AI chips, and OpenAI raised $110 billion in a new funding round to accelerate its global AI infrastructure expansion.

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News Roundup

Artificial Intelligence

  • Google Drops Nano Banana 2 as Faster, Smarter Image Model (Decrypt)

  • Anthropic Rejects Pentagon’s AI Terms, Risking Up to $200M Contract (Bloomberg)

  • Meta’s AI Overwhelms Child Abuse Investigators With ‘Junk’ Tips (Decrypt)

  • Meta Signs Multi-Billion-Dollar Deal to Rent Google AI Chips (Reuters)

  • OpenAI Raises $110B at $730B Valuation to Scale Global AI Infrastructure (OpenAI)

  • Jobs Most and Least Impacted By AI, $4.5 Trillion in Labor Costs at Stake (Forbes)

  • Pantera Capital and Franklin Templeton Join Sentient Arena to Test AI Agents (Cointelegraph)

Decentralized, Centralized, & Traditional Finance

  • Solana Unveils Solana Payments for Builders (Solana)

  • SBI Holdings and Startale Group Unveil Trust Bank-Backed Yen Stablecoin (The Block)

  • MoonPay, M0 and PayPal Launch PYUSDx for App-Specific Stablecoins (PR Newswire)

  • Barclays Explores Blockchain Settlement Tools as Stablecoin Market Expands (The Block)

  • Grant Cardone Plans to Tokenize His $5B Real Estate Portfolio (CoinDesk)

  • Figure Technology Shares Drop 20% After Earnings Miss (Cointelegraph)

Exchanges

  • New York Judge Blocked Binance From Forcing Pre-2019 Claims Into Arbitration (Cointelegraph)

Exchange-Traded Funds

Infrastructure

  • Changes in 2026 Regarding Innovation Support on the XRP Ledger (Ripple)

  • XRPL Foundation Patches Critical Flaw Before Mainnet Activation (Cointelegraph)

  • ZKsync to Shut Down Lite Network as Focus Shifts to Era (The Block)

  • Bitget Wallet Launches AI-Powered ‘Skill’ With OpenClaw (Bitget Wallet)

  • Vitalik Buterin Details Ethereum’s Scaling Roadmap (Vitalik Buterin)

Markets

  • High-Yield Bond Boom Signals Risk Appetite in AI and Bitcoin Mining (Cointelegraph)

  • Magic Eden Ends Bitcoin and Ethereum Support, Refocuses on Solana (Decrypt)

  • Jane Street Lawsuit Fuels Late Surge in Terra Luna Classic (Decrypt)

  • U.S. PPI for January 2026 rose 0.5% MoM, Exp. 0.3%, Prev. 0.4% (BLS)

  • U.S. PPI increased 2.9% YoY, Prev. 3.0% (BLS)

  • U.S. Core PPI for January 2026 rose 0.3% MoM, Exp. 0.4%, Prev. 0.3% (BLS)

  • U.S. Core PPI rose 3.4% YoY, Prev. 3.5% (BLS)

  • Lightning Network Transaction Volume Surges as Settlement Use Grows (DL News)

  • Australian Crypto Executives See User Growth Despite Regulatory Friction (Cointelegraph)

  • Bitcoin Slides Below $66K as Macro Risks Trigger Risk-Off Move (CoinDesk)

Mining

  • MARA Reports $1.7B Q4 Loss on Bitcoin Markdown, Shares Surge on AI Data Center Deal (The Block)

  • TeraWulf Revenue Rises in 2025, Loss Widens Amid AI and HPC Pivot (The Block)

Politics & Regulation

  • U.S. Lawmakers Revisit Stablecoin Yields Over Deposit Flight Concerns (The Block)

  • New DeFi Bill Seeks to Shield Crypto Developers From Prosecution (Decrypt)

  • Sen. Warren Clashes With OCC Chief Over Trump-Linked Crypto Bank Bid (Decrypt)

  • Minnesota Lawmakers Move to Ban Crypto Kiosks After Elder Fraud Surge (The Block)

  • UK Gambling Commission Explores Allowing Crypto for Bets (Bloomberg)

  • U.S. Strike Force Seizes $580M in Crypto Linked to Chinese Scam Networks (The Block)

  • U.S. Senate Democrats Call for Binance Sanctions Probe (The Block)

  • UK Think Tank Warns Against Banning Crypto Privacy Tools (Decrypt)

Other News

  • Block Cuts 40% of Workforce as Jack Dorsey Pushes AI-First Strategy (The Block)

  • $4.8M in Tokens Returned After South Korea Exposes Wallet Seed Phrases (Decrypt)

  • Polymarket User Nets $400K on ZachXBT Insider Trading Reveal (Cointelegraph)

  • Trump Media Considers Truth Social Spinoff Amid Crypto Push (Decrypt)

Check This Out!

ETF exposure to alternative Layer-1s is climbing, with XRP and SOL funds now holding more than 1% of their respective supplies. Meanwhile, BTC and ETH ETF holdings have eased to 6.18% and 4.48%, respectively.

Source: CryptoRank

Meme of the Day

Source: Bold Leonidas

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