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RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The RAGE CRYPTO community is fiercely bullish, rallying around its status as an "OG MEME" on Solana and emphasizing relentless "bag working" and conviction for an anticipated significant market move. They are actively promoting its origins and community strength, believing it's destined to be a top meme in the space.

What Is Tezos (XTZ)?   Tezos is a high-performing blockchain and open-source platform for assets and applications, with a strong focus on code security, on-chain governance, and decentralization. Tezos 2.0, the upcoming step in the evolution of Tezos, aims to improve scalability (via layer 2s), composability, and to implement support to mainstream programming languages (like Javascript, Typescript, Python, and many others).   Initially built with formal verification in mind, the Tezos protocol enables builders to avoid bugs when developing smart contracts, making it particularly suited to applications that require a high degree of security and certainty.   Tezos’ LPoS (Liquid Proof-of-Stake) consensus mechanism enables any stakeholder to take part, directly or by delegation, in the consensus process, and to be rewarded for securing the network. Rather uniquely, Tezos’ on-chain governance system also enables stakeholders to create and vote on protocol upgrade proposals. This pioneering system allows the protocol to self-amend and upgrade itself without leading to a split (or fork) in the blockchain, empowering the community without slowing down innovation.   First proposed in 2014 and launched in 2018, the Tezos Mainnet has a proven track record of running uninterrupted ever since, having earned a strong reputation for technical excellence and a supportive community.    Who Are the Founders of Tezos? Tezos was conceived by Arthur and Kathleen Breitman in a 2014 white paper under the pseudonym L.M. Goodman in a nod to Satoshi Nakamoto, referencing a journalist who had misidentified the creator of Bitcoin.   In a previous paper, the Breitmans had argued that Bitcoin's biggest shortcomings were the lack of a governance process that invited contributions from its community of users, cost and centralization issues raised by its proof-of-work system, the limited expressiveness of its programming language which didn’t allow for smart contracts, and security

Tezos

Tezos is trending as the crypto community sharply debates its future, with some anticipating a significant bull run driven by potential "Clarity Act" approval, broader market catalysts, and its role in "Real World Asset" tokenization. Conversely, a strong segment dismisses XTZ as "useless garbage" with "unlimited supply," warning against further price depreciation and predicting new lows.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE is trending amidst highly polarized community sentiment, with many speculating on its future price action following recent dips. While some are offloading or shorting the meme coin, others view current levels as a strong accumulation opportunity, citing broader crypto market dynamics and a developing 'three-frog narrative' with related projects as potential catalysts for a future rebound.

Freysa is a suite of Personal AI products with a focus on human agency, liquid democracy and decentralized ownership. The mission of the team is dedicated to creating new systems that enable all humans to govern + co-own AI resources, and not just a select few. Current products include: (1) Freysa as the world’s first sovereign agent that holds her own cryptographic keys, enabling her to act autonomously without human control. Freysa evolves publicly through a multi-act interactive story. (2) Enchanted as a personalized Digital Twin for every human. Conversations are persistent and twins retain context over time, remembering human preferences and building an evolving model of you. (3) Esper as a browser tool that feeds authenticated real-world data into each human’s Digital Twin.

Flourishing AI

Flourishing AI (FAI CRYPTO) is trending with intense community speculation and high volatility, as many anticipate significant price surges driven by broader AI crypto enthusiasm and mentions of recent "AI news." However, a strong cautionary sentiment exists, with others highlighting extreme price action and potential red flags surrounding the token's long-term viability.

Aave is a decentralized money market protocol where users can lend and borrow cryptocurrency across 20 different assets as collateral. The protocol has a native token called AAVE, which is also a governance token that lets the community decide the direction of the protocol in a collective manner. Lenders can earn interest by providing liquidity to the market, while borrowers can borrow by collateralizing their cryptoassets to take out loans from the liquidity pools.

AAVE

AAVE is trending due to significant strategic advancements, including its V4 testnet and expansion to Aptos, a proposed $50M token buyback, and recent regulatory clarity, positioning it as a leading DeFi protocol. The community widely regards AAVE as an undervalued asset with strong fundamentals, poised to capitalize on broader market adoption and an anticipated altcoin season.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Pudgy Penguins (PENGU) is a hot topic as its real-world brand continues to expand with recent partnerships like the NHL and a high-profile presence on the Las Vegas Sphere, driving conversation about its "utility meme" status. Community members are actively debating its substantial growth potential amid a broader memecoin surge and eagerly awaiting regulatory clarity from the impending Clarity Act.

Bitcoin Cash is a hard fork of Bitcoin with a protocol upgrade to fix on-chain capacity. Bitcoin Cash intends to be a Bitcoin without Segregated Witness (SegWit) as soft fork, where upgrades of the protocol are done mainly through hard forks and without changing the original economic rules of the Bitcoin.  Bitcoin Cash (BCH) is released on 1st August 2017 as an upgraded version of the original Bitcoin Core software. The main upgrade is the increase in the block size limit from 1MB to 8MB. This effectively allows miners on the BCH chain to process up to 8 times more payments per second in comparison to Bitcoin. This makes for faster, cheaper transactions and a much smoother user experience.  Why was Bitcoin Cash Created?  The main objective of Bitcoin Cash is to to bring back the essential qualities of money inherent in the original Bitcoin software. Over the years, these qualities were filtered out of Bitcoin Core and progress was stifled by various people, organizations, and companies involved in Bitcoin protocol development. The result is that Bitcoin Core is currently unusable as money due to increasingly high fees per transactions and transfer times taking hours to complete. This is all because of the 1MB limitation of Bitcoin Core’s block size, causing it unable to accommodate to large number of transactions.  Essentially Bitcoin Cash is a community-activated upgrade (otherwise known as a hard fork) of Bitcoin that increased the block size to 8MB, solving the scaling issues that plague Bitcoin Core today.  Nov 16th 2018: A hashwar resulted in a split between Bitcoin SV and Bitcoin ABC

Bitcoin Cash

Bitcoin Cash is trending due to significant community excitement around its upcoming "Layla/CashVM" upgrade in May 2026, which aims to transform it into a quantum-resistant smart contract platform with ultra-low fees. This technical advancement, combined with expectations of institutional adoption from the impending "Clarity Act," is driving conversation about BCH's notable outperformance against Bitcoin and its potential revaluation as peer-to-peer electronic cash.

The TROLL token on the Solana network is a meme coin inspired by internet trolling culture, designed for entertainment and community engagement with no intrinsic value. Built on Solana’s blockchain, it leverages the network’s fast transactions and low fees to appeal to meme enthusiasts. Launched on decentralized exchanges, TROLL aims to foster a fun, community-driven ecosystem through social media, influencer partnerships, and viral marketing, embodying the playful spirit of online trolling.

Troll

TROLL Crypto is experiencing a significant rally following its official acquisition of Trollface meme rights and recent listing on Coinbase, sparking robust community discussion that positions it as a potential next-gen "OG meme" contender in the Solana ecosystem. The community is actively comparing its upward trajectory to other well-known meme coins, fueled by strong bullish sentiment.

Rank One Computing Corp. engages in the provision of advanced biometric, facial recognition, and Vision AI solutions. It focuses on biometric identity, digital forensics, and real-time video analytics. Its product portfolio includes ROC SDK, ROC ABIS, ROC Watch, and ROC Enroll. The company was founded by Brendan Klare and Josh Klontz in 2015 and is headquartered in Denver, CO.

Rank One Computing Corp.

Rank One Computing ($ROC) is trending after its recent IPO, which priced at the high end of its range, capturing significant community interest. Investors are keenly discussing its AI-focused biometric and facial recognition technology, seeing it as a "secret winner" with potential for substantial growth in the hot AI sector.

What Is Pi Network? Pi Network is a social cryptocurrency, developer platform, and ecosystem designed for widespread accessibility and real-world utility. It enables users to mine and transact Pi using a mobile-friendly interface while supporting applications built within its blockchain ecosystem.  Supply Model and Mining Mechanism The Maximum Supply of Pi is 100 billion tokens. The Maximum Supply is comprised of the following: 65 Billion tokens (or 65%) are allocated for all community mining rewards; 10 billion (10%) are allocated for foundation reserves; 5 billion (5%) are allocated for liquidity purposes; and 20 billion (20%) are allocated for the Core Team. Each allocation mentioned above tracks the community Migrated Mining Rewards issuance pace, so the proportions of each allocation in the total supply remains the same at any given time.   The Effective Total Supply of Pi—the total Pi supply at the current time—allocates Pi proportionally the same as the Maximum Supply. Since every allocation tracks the Migrated Mining Rewards of the community, the Effective Total Supply can be calculated by dividing the current Migrated Mining Rewards of Pi on the Mainnet blockchain by 65%. The other allocations within the Effective Total Supply can then be calculated based on the same proportions as the Maximum Supply, e.g. at most 10% of the Effective Total Supply is available in the foundation reserve, 5% of the Effective Total Supply is available for liquidity purposes, and 20% of the Effective Total Supply is available for the Core Team. This remains true despite the fact that all tokens were minted at the genesis as technically required by the blockchain protocol.  Circulating Supply includes all Migrated Mining Rewards and all tokens that entered circulation from other buckets of the allocations, which at its maximum could be summed up to equal the Effective Total Supply.   Pi’s mining rewards are distributed based on an issuance formula that follows a declining exponential model defined in the Pi whitepaper. Users can increase the amount of mining rewards they receive based on their individual contributions to the network, like Security Circles, using utility-based Pi apps, running Nodes, etc. For each month, the amount of Pi to be distributed as mobile balance is capped and determined by the model, regardless of how many people or how many types of mining rewards there are during the month. The capping is achieved by the design of a system-wide base mining rate, and each type of mining rewards to each individual are just a multiplier of this base mining rate. As the monthly supplies always diminish, the base mining rate generally decreases over time.   Fewer Pi may also be issued because the real Pi issuance on the blockchain depends on Pioneers passing KYC and completing all steps required for migration to the Mainnet. Despite all efforts to facilitate and remind Pioneers to complete those required steps, there are always dropoffs along the way, resulting in less than all outstanding mobile balances to be issued on the blockchain. Because of this mechanism, the community issued amount (Migrated Mining Rewards) on the blockchain will likely be closer and closer to a line lower than the 65 billion. This is thus the reason for the variable Effective Total Supply which incorporates this effect. Effective Total Supply results from all Migrated Mining Rewards divided by 65%, as opposed to the Maximum Supply of 100 billion.  Ecosystem and Adoption Pi Network has built an integrated ecosystem that facilitates real-world transactions and decentralized applications. Pi can be used as a medium of exchange for goods and services, including online commerce and local brick-and-mortar businesses.  Users can engage with Core Team and community-built apps in the Pi ecosystem through the Pi Browser, where integrated features like the Pi Wallet provide a seamless experience. Events like PiFest 2024 showcased Pi’s growing adoption, with over 27,000 active sellers and 28,000 test merchants across 160 countries.  Who Are the Founders of Pi Network? Pi Network was founded by Dr. Nicolas Kokkalis and Dr. Chengdiao Fan, both of whom have PhDs from Stanford University and a passion for improving human lives through technology.  Dr. Nicolas Kokkalis is a Stanford PhD in EE and postdoc in CS with research on distributed systems and human-computer interaction. His work focuses on combining distributed systems and human computer interaction to bring cryptocurrency to everyday people. As a strong and long-term believer of the technical, financial and social potential of cryptocurrencies, he is determined to move them beyond their current limitations and is committed to bringing the power of blockchain to more people.  Dr. Chengdiao Fan holds a Stanford PhD in Anthropological Sciences, harnessing social computing to unlock human potential on a global scale. Chengdiao is building Pi Network to mobilize individuals all over the world to participate and be rewarded for their contributions, and establish an inclusive ecosystem for global citizens to unleash and capture their own agency, and in turn create utilities and productions for society and the world.  Compliance and Identity Verification Pi Network follows a one-account-per-person policy through its Know Your Customer (KYC) solution. This system combines machine automation and human verification to authenticate user identities while preserving privacy.  The KYC process emphasizes real individuals, combats fraudulent activities and enables fair participation in the mining process of the network. Pi’s identity verification approach balances scalability, security, and accessibility, allowing millions of users worldwide to validate their accounts while maintaining regulatory compliance.

Pi Network

Pi Network is trending after recent ecosystem development updates, including a partnership to integrate Pi into Web3 gaming, generating renewed discussion. While some pioneers maintain long-term faith, a significant portion of the community remains frustrated by ongoing challenges with KYC and the lack of widespread trading options for the token.

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<ul class="summary-bullets"><li>Jordi Visser said AI “can’t survive without crypto,” arguing that fiat financial guardrails “cannot handle the speed of AI,” especially as AI agents become more common.</li><li>Visser said cryptography became more important as deepfakes and AI-driven spam made it harder to confirm identity across calls, texts, and email.</li><li>Separately, Pentagon-AI partnerships drew attention after the U.S. moved to phase out Anthropic from federal use while OpenAI moved forward with a defense deal.</li></ul>Veteran macro investor Jordi Visser said that the fiat financial system wasn't made to handle the speed and scale of artificial intelligence. He said that as AI agents become more independent, crypto infrastructure will be needed.Visser spoke on the Pomp Podcast with Anthony Pompliano on Saturday,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=u48856z9Stc">saying</a> that AI systems would need financial infrastructure that could handle high-speed execution, autonomous agents, and real-time verification. He added that existing fiat guardrails were not meant to support these functions, which only&nbsp;<a href="https://stocktwits.com/coins/bitcoinhttps://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> can.&nbsp;“Coming out of a crisis, you want to invest in the fastest horse in the race. Well, the fastest horse in the race coming out of this cycle is crypto, and this time I don't think it's going to stop,” he added.According to Visser, many investors in venture capital, commodities, and macro had come to the same conclusion: AI couldn't grow without crypto-based rails. He also said that verification is a problem. According to Visser, cryptography has become increasingly crucial for verifying identity and authenticity as the volume of AI-generated content and spoofed communications rises. He described verification as a structural requirement in an AI-heavy environment, citing crypto-linked identity approaches.<h2 class="st-heading-2">AI, Government And Model Controls</h2>Visser sees the conflict between Anthropic and the Defense Department as a sign of a bigger change that is coming, in which crypto infrastructure will be needed for AI to grow safely, securely, and on its own.Visser points to a growing conflict between AI developers and government agencies, using Anthropic's problems with the U.S. Department of Defense as an example. Anthropic has refused to take away some safety features from its models, even though defense officials want to use them in more ways without restrictions. Visser thinks this standoff shows a bigger problem: AI is moving so quickly that current institutional controls, whether regulatory, financial, or moral, are struggling to keep up.Separately, OpenAI moved forward with partnerships with the government, including those related to defense, while also laying out its own rules for using its products. OpenAI co-founder&nbsp;<a href="https://stocktwits.com/news-articles/business/others/openai-altman-anthropic-extremely-scary-precedent-pentagon/cZdcsKvRIcE">Sam Altman said</a> the Pentagon’s reported move to phase out Anthropic set an “extremely scary precedent,” as OpenAI finalized its own Defense Department agreement.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/first-state-fraud-fund-minnesota-crypto-scams/cZd2b85RIcB">Minnesota Launches First State Fraud Fund After Crypto Scams Target Senior Citizens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin logo seen displayed on a smartphone with an Artificial intelligence (AI) chip (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Veteran Macro Investor Jordi Visser Says ‘AI Can’t Survive Without’ Bitcoin 

Current regulatory, financial, and moral restrictions are straining to keep up with AI's rapid pace.

Cryptocurrency

Current regulatory, financial, and moral restrictions are straining to keep up with AI's rapid pace.


<ul class="summary-bullets"><li>Bitcoin deposits to exchanges rise during major conflicts, then return to normal levels since the asset isn’t linked to a single country, said analyst George Tung</li><li>He noted that growing participation in exchange-traded funds has reduced pressure on spot markets during geopolitical shocks.</li><li>He highlighted global liquidity, stablecoin supply, rate expectations, and regulatory clarity as key factors shaping Bitcoin’s broader trend.</li></ul>As tensions between the U.S. and Iran grew, panic spread to the crypto derivatives markets, where about $1.8 billion in aggressive sell orders came in within an hour. But analyst George Tung pointed out that Bitcoin's sell-offs during wartime appear to be temporary.In the X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptosR_Us/status/2027962035418362339?s=20">post</a> on Saturday, the market analyst George Tung argued that while military escalations create immediate volatility within crypto markets, “capital is not structurally leaving” Bitcoin. Tung, who goes by the handle CryptoRUs, further stated that long-term trends are more influenced by the overall state of liquidity and the market structure, since Bitcoin “isn’t tied to any single country’s economy.”<figure class="image"><a class="st-link-external" href="https://x.com/CryptosR_Us/status/2027962035418362339?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_01_at_6_08_23_AM_png_7f1097e0e7.webp" alt="Screenshot 2026-03-01 at 6.08.23 AM.png" width="904" height="1716"></a><figcaption>George Tung on Bitcoin's price. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptosR_Us">CryptosR_Us</a>/x</figcaption></figure>The market watcher attached a chart from CryptoQuant exchange netflow&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/asset/btc/chart/exchange-flows/exchange-netflow-total?exchange=all_exchange&amp;window=DAY&amp;sma=0&amp;ema=0&amp;priceScale=log&amp;metricScale=linear&amp;chartStyle=column">data</a> across major geopolitical conflicts seen historically impacting Bitcoin’s price and noted that “the on-chain pattern is consistent.”Meanwhile, Tung noted that the rise of exchange-traded funds (ETFs) and institutional participation meant much of the stress has now been absorbed in derivatives markets rather than sustained spot selling. Spot Bitcoin ETFs saw net inflows of $787 million during the week of February 23–27, with&nbsp;<a href="https://stocktwits.com/symbol/IBIT">BlackRock's IBIT</a> leading the way with $503 million, as per SoSoValue&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-btc-spot">data</a>.&nbsp;<h2 class="st-heading-2">Exchange Inflows Surge After Wars</h2>Exchange inflows had risen sharply after Russia’s invasion of Ukraine in February 2022, when Bitcoin fell from around the high range of $30,000 to about $34,000 in a sharp intraday move, according to historical&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coingecko.com/en/coins/bitcoin/historical_data?start=2025-03-01&amp;end=2026-03-01">data</a>. Data also showed that during the Israel-Hamas war in October 2023, Bitcoin was trading near $28,000 and briefly dipped toward $27,000 before stabilizing. In June 2025, during the Iran-Israel escalation, Bitcoin traded in the mid-$60,000 range and fell to $63,000 amid high volatility.On Sunday, after a US strike on Iran led to the assassination of Ayatollah Ali Khamenei, the Supreme Leader of Iran,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $66,313.65, up by 4.5% in the last 24 hours, after hitting an intraday low of $63,857.20. On Stocktwits, the retail sentiment moved up from ‘neutral’ to ‘bullish’ territory; however, chatter around the asset remained at ‘low’ levels over the past day.The Key Opinion Leader also asked market watchers to closely monitor global liquidity, stablecoin supply, interest rate expectations, and regulatory clarity.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoMichNL/status/2028047545751031940?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_01_at_6_05_21_AM_png_5dd2a83458.webp" alt="Screenshot 2026-03-01 at 6.05.21 AM.png" width="962" height="1276"></a><figcaption>Bitcoin's rebound might not be positive, says analyst. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL">@CryptoMichNL</a>/x</figcaption></figure>Michaël van de Poppe, a well-known Bitcoin analyst, doesn't agree with this view. He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL/status/2028047545751031940?s=20">said</a> that Bitcoin went up at first because of the news, but now it's going down because people aren't sure when the U.S. market will open, and there's a CME gap. It could go up again if it breaks above the 21-day moving average and makes a higher low.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/senator-calls-for-ban-on-insider-trading-after-us-strike-on-iran-generated-million/cZdcHZ3RIc4">Senator Calls For Ban On Insider Trading After US Strike On Iran Generated $1.2 Million</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a novelty Bitcoin token is photographed with a Sterling British Pound GBP, US dollar and a Euro bank note, on March 13, 2022 in Bristol, England. (Photo by Matt Cardy/Getty Images)

War Rhetoric Isn’t Moving Bitcoin Long Term, Says Analyst George Tung

Bitcoin analyst Michaël van de Poppe said BTC initially rallied on the news but is now pulling back amid uncertainty around the U.S. market open and a CME gap.

George Tung: War Headlines Don’t Change Bitcoin’s Structure, As No Country Owns It

Bitcoin analyst Michaël van de Poppe said BTC initially rallied on the news but is now pulling back amid uncertainty around the U.S. market open and a CME gap.


<ul class="summary-bullets"><li>Several analysts said Bitcoin price data does not show a repeated 10 AM sell-off pattern as rumors suggested.</li><li>The claim gained attention after a lawsuit against Jane Street tied to Terra trades became public in New York.</li><li>Market data showed Bitcoin trading near $64,266, with retail sentiment staying neutral.</li></ul>Multiple crypto analysts are disputing claims that Jane Street Capital was manipulating Bitcoin (BTC) by dumping prices at 10 AM daily.&nbsp;This theory has been gaining popularity over the week. Bitcoin analyst Sunny Decree&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sunnydecree/status/2027336665035891088">wrote</a> on Friday that the 10 AM dump narrative was “FAKE NEWS” and said that chart overlays do not show a consistent daily pattern of sell-offs at that time. He added that if traders review the intraday price data, then they can “debunk this theory in approximately 30 seconds.”&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/sunnydecree/status/2027336665035891088?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_4_51_01_AM_png_79addb5130.webp" alt="Screenshot 2026-02-28 at 4.51.01 AM.png" width="980" height="1014"></a><figcaption>Analyst calls Jane Street 10 AM dump 'fake news'. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sunnydecree">sunnydecree</a>/x</figcaption></figure>Adding to this sentiment, economist Alex Krüger&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/krugermacro/status/2026895258915619114">addressed</a> how institutional trading works, explaining that firms often buy spot Bitcoin while taking opposite positions in futures contracts, which keeps their overall market exposure balanced rather than pushing prices down.<figure class="image"><a class="st-link-external" href="https://x.com/krugermacro/status/2026895258915619114" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_4_51_55_AM_png_4154672940.webp" alt="Screenshot 2026-02-28 at 4.51.55 AM.png" width="800" height="1548"></a><figcaption>Macro analyst Alex Krüger calls it a 'flawed conspiracy theory'. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/krugermacro">@krugermacro</a>/x</figcaption></figure>Further, K33 Research analyst Vetle Lunde&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VetleLunde/status/2027009407544881512">shared</a> an article in which he examined minute-by-minute Bitcoin price data and said it does not show a consistent daily price drop at 10 AM, as the theory claims.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $64,266.18, down by 4.9% in the past 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in ‘neutral’ territory with chatter at ‘low’ levels over the past day.<h2 class="st-heading-2">The Claim</h2>Speculation about the so-called “10 AM dump” continued to rise after the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/20260221JaneStreetComplaint-543392cb-fc16-4a99-948c-23294b6a75cf.pdf">lawsuit filed</a> in New York last Saturday was made public on Monday. The filing relates to alleged insider trading tied to 2022 Terra ecosystem transactions and does not mention current Bitcoin price suppression.Adding to this sentiment, the prominent cryptocurrency analyst and influencer Justin Bechler&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/1914ad/status/2026757796390449382">posted</a> "The 10 am Drop: How Jane Street Broke Bitcoin's Price" on Wednesday. The theory has picked up momentum since. According to Bechler, Jane Street was pushing Bitcoin lower through frequent morning sell-offs using ETF-related trades, maintaining the price below $150,000.<h2 class="st-heading-2">What Is The Jane Street Dump?</h2>The term “Jane Street dump” refers to the claim that the firm regularly sold Bitcoin around 10 AM Eastern Time to push the price lower, especially when Bitcoin was trading below $150,000.A crypto market watcher named Bull Theory&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BullTheoryio/status/2026719222680924234">shared</a> a Bitcoin (BTC/USD) candlestick price chart, saying, "Since Jane Street was sued two days ago, the 10 AM manipulation has stopped."In a similar vein, co-founders of Glassnode, Jan Happel and Yann Allemann,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Negentropic_/status/2026674954322714737">added</a> that the "Jane Street Lawsuit gets made public, and miraculously the 10 am $BTC slam disappears."<h2 class="st-heading-2">The 10 AM Reference</h2>The 10 AM reference is about 10:00 a.m. U.S. Eastern Time, which is shortly after the U.S. stock market opens at 9:30 a.m. This is usually a busy time in financial markets because more traders are active and volumes increase.<figure class="image"><a class="st-link-external" href="https://x.com/jjcmoreno/status/2026830811454996536" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_5_04_03_AM_png_865bde3ea1.webp" alt="Screenshot 2026-02-28 at 5.04.03 AM.png" width="790" height="986"></a><figcaption>CryptoQuant analyst on Jane Street. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jjcmoreno">@jjcmoreno</a>/x</figcaption></figure>Supporters of the theory said Bitcoin often dropped around this time. While CryptoQuant's head of research negates the 10 AM theory,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jjcmoreno/status/2026830811454996536">saying</a> it is what any other delta-neutral fund does. He added that this type of strategy is common in financial markets and is not unique to one firm. He said that calling this normal hedging activity a coordinated price dump is misleading.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-media-pledged-bitcoin-collateral-arkham-intelligence-analyst/cZTdjPgRIcb"> Trump Media Pledged $175 Million In Bitcoin As Collateral, Arkham Intelligence Analyst Clarifies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Jane Street Capital logo is seen on a smartphone and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Analysts Are Calling ‘Jane Street 10 AM Bitcoin Dump’ Theory ‘Fake News’  

Economist Alex Krüger pointed out that institutional trading involves buying Bitcoin and hedging with futures, arguing this does not amount to deliberate price suppression.

No Truth To Jane Street 10 AM Bitcoin Dump, Analysts Dispute It As ‘Fake News’

Economist Alex Krüger pointed out that institutional trading involves buying Bitcoin and hedging with futures, arguing this does not amount to deliberate price suppression.


<ul class="summary-bullets"><li>Scaramucci spoke in favour of Bitcoin, citing the ‘macro trajectory of debt’ and AI disruption as ‘reasonable’ reasons to be bullish.</li><li>As gold skyrocketed to over $5,000, Bitcoin fell nearly 26% over the past month, pushing market watchers to bet on one asset against another.</li><li>Bitwise’s Matt Hougan jumped into the debate, calling Bitcoin an “emerging store of value,” arguing that volatility is part of its maturation.</li></ul>Anthony Scaramucci, founder of SkyBridge Capital, said on Monday that Bitcoin (BTC) remained “intellectually defensive” as gold traded near record highs.In a post on X, Scaramucci&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Scaramucci/status/2025929772275048630?s=20">argued</a> that Bitcoin represented “a neutral, non-sovereign, digitally native store of value” in an environment marked by rising sovereign debt, geopolitical fragmentation, and monetary uncertainty. He wrote that despite short-term volatility, the long-term case for Bitcoin remained intact and that it would fill a role in modern portfolios that traditional financial assets did not.<figure class="image"><a class="st-link-external" href="https://x.com/Scaramucci/status/2025929772275048630?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_at_12_52_48_PM_png_4f323ce376.webp" alt="Screenshot 2026-02-23 at 12.52.48 PM.png" width="1302" height="648"></a><figcaption>Anthony Scaramucci on Bitcoin. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Scaramucci">Scaramucci</a>/x</figcaption></figure>Meanwhile, Gold traded at $5,189, up 1.58% over the past day and hit its highest level in over three weeks. Scaramucci’s remarks came as Bitcoin traded down by roughly 26% over the past month.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $65,963, down by 2.3% over 24 hours. On Stockwits, the retail sentiment around BTC remained in the ‘bearish’ territory as chatter levels around it remained ‘low’ over the past dayPresident Donald Trump's decision to raise global tariffs from 10% to 15% added to policy uncertainty, dragging down global risk assets such as cryptocurrencies, according to BitUnix experts. In the cryptocurrency market, Bitcoin's decline has flushed long holdings, but rising short interest at $70,000 indicates ongoing caution amid global uncertainties.<h2 class="st-heading-2">Debate Over Bitcoin’s Store-Of-Value Role</h2>Economist Judd Tuld&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BradHuston/status/2025694430821597261?s=20">questioned</a> Bitcoin’s defensive credentials, noting that while the S&amp;P 500 posted modest gains over the past month, Bitcoin declined sharply. He argued that such volatility challenged the classification of Bitcoin as a store of value.&nbsp;Bitwise Chief Investment Officer Matt Hougan also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Matt_Hougan/status/2025800689860092194">addressed</a> the debate. Hougan pushed back on criticism of Bitcoin’s volatility, writing, “Bitcoin is an emerging store of value. You cannot ask it to emerge from nothing as mature as gold.”&nbsp;He added that Bitcoin remained in a transitional phase, comparing its early years to a period of “100% speculation” before eventual monetary maturity. Hougan argued that price swings were a part of the process as the asset evolved toward broader acceptance.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cryptocom-approval-occ-national-trust-bank-in-us/cZRtvl8R4yj">Crypto.com Receives Conditional Approval From OCC To Create National Trust Bank In US</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthony Scaramucci speaks at Bitcoin and Women: Empowering The Future One Block at a Time. (Photo by Chance Yeh/Getty Images)

Anthony Scaramucci Calls Bitcoin ‘Intellectually Defensive’ Amid Gold Rally

Scaramucci's comments followed a 26% decline in Bitcoin's price in the past month. 

<ul class="summary-bullets"><li>Glassnode data showed that whales have taken out an estimated 60,000 to 100,000 BTC from exchanges.&nbsp;</li><li>Analyst Cauconomy said the entire post-October whale drawdown has now been reversed, indicating prices might uptick.&nbsp;</li><li>CryptoQuant data showed Ethereum accumulating whales increased balances despite falling prices.</li></ul>Bitcoin wallets that held between 1,000 and 10,000 Bitcoin rebuilt their reserves to levels not seen since the market downturn in October 2025. This is a sign of a V-shaped accumulation phase.According to Glassnode charts, large holders increased their total balance to approximately 3.09 million Bitcoin (BTC) by the end of last year, up from 2.86 million BTC, a gain of roughly 230,000 BTC over three months, valued at $15.59 billion. It was first&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Cointelegraph/status/2024984488267468854">reported</a> by Cointelegraph.Glassnode data showed gross exchange whale withdrawals averaging 3.5% of total exchange-held BTC supply over 30 days, marking the strongest pace since November 2024. Based on current exchange balances, that translates to roughly 60,000 to 100,000 BTC in accumulation over the past month, which is worth 4.07 billion to $6.78 billion at current Bitcoin prices.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_10_png_86351f877a.webp" alt="image (10).png" width="3200" height="1800"><figcaption>Whale holdings over the past 30 days. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/analytics/query/65e79e8e7a4bca10185180d8?v=6602e54b058f047ac8f85ae5">CryptoQuant.</a></figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $68,117.64, flat over the past 48 hours. On Stockwits, the retail sentiment around BTC remained in the ‘bearish’ territory, as the chatter levels around it remained at ‘low’ over the past day.&nbsp;<h2 class="st-heading-2">V-shaped Recovery In Whale Balances</h2>An analyst, Cauconomy,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/69983917c876a02133a04bc2-Whales-reaccumulate-everything-they-sold-since-October">explained</a> that “the entire reduction in whale reserves that occurred after October last year has now been reversed.” He added that “[this] V-shaped recovery signaled strong institutional accumulation in the last 30 days, taking advantage of falling prices and accumulating more than 98 thousand BTCs.&nbsp;In late 2020 and early 2021, whale balances went from sharp distribution to rapid reaccumulation. This change happened before Bitcoin's big continuation leg during the 2021 bull run. The current setup from late 2025 to early 2026 is similar, with big holders selling near local tops and then quickly rebuilding their positions during the pullback.<h2 class="st-heading-2">Ethereum Accumulating Whales Mirror The Pattern</h2>Ethereum accumulation trends also drew attention from industry experts.Fundstrat head of research Tom Lee&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-tom-lee-sees-v-shaped-ethereum-price-recovery-adds-40000-eth/cZbxDzmR4YT">said last week that Ethereum</a> had historically staged V-shaped recoveries following major corrections. He noted that ETH declined by 64% from January to March of the previous year. “However, in each of the eight instances, the chart showed a V-shaped recovery. The asset rebounded 100% of the time almost as quickly as it fell,” Lee added.Separately, a CryptoQuant contributor, CryptoMe,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/699751bb312550148f4ec160-ETH-Is-Falling-What-Are-Accumulating-Whales-Doing-Right-Now-Buying-or-Sellilng">shared</a> data showing that Ethereum “accumulating addresses” increased balances. Citing realized price, balance, and realized cap metrics, the contributor wrote that “there is no selling behavior in the accumulating whales,” adding that the data reflected only the accumulating cohort.<figure class="image"><a class="st-link-external" href="https://cryptoquant.com/insights/quicktake/699751bb312550148f4ec160-ETH-Is-Falling-What-Are-Accumulating-Whales-Doing-Right-Now-Buying-or-Sellilng" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_4_23_26_AM_png_8bd19c904f.webp" alt="Screenshot 2026-02-21 at 4.23.26 AM.png" width="658" height="1444"></a><figcaption>CryptoQuant analyst on Ethereum. Source: @CryptoM</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $1,962, up by 0.2% over 24 hours. On Stockwits, the retail sentiment around ETH moved from ‘bearish’ to ‘extremely bearish,’ as chatter levels around it remained ‘low’ over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/supreme-court-trump-tariffs-tom-lee-bitcoin-trigger-bull/cZR85bqR4x6">Supreme Court Blocks Trump’s Tariffs, Tom Lee Thinks It Could Be Bitcoin’s Next Bullish Trigger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tokens representing Bitcoin are placed on a mobile screen showing a declining cryptocurrency chart BTC - U.S. Dollar, seen in this photo illustration in Brussels, Belgium, on February 6, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

After Ethereum, Bitcoin Whales Pile Back In With V-Shaped Accumulation

Analysts are taking notice of Bitcoin after Ethereum's accumulation patterns  where Tom Lee noted that Ethereum has repeatedly recovered in a V-shape after significant declines.

<ul class="summary-bullets"><li>Analysts highlighted Coinbase's fourth-quarter loss, its year-over-year revenue decline, and Bitcoin’s bearish sentiment.</li><li>ARK Invest bought 92,854 COIN shares across three ETFs on Friday.</li><li>Monness Crespi analyst Gus Gala downgraded Coinbase to ‘Sell’ from ‘Buy’ with a $120 price target last week.</li></ul>Coinbase (COIN) shares dipped on Tuesday amid Mizuho’s price target cut.Dan Dolev, an analyst at Mizuho, lowered Coinbase's price target from $280 to $170, eroding nearly 40% of its upside case, according to TheFly. He kept a ‘Neutral’ rating on the shares and said lower Bitcoin (BTC) prices were the reason behind the price target reduction.&nbsp;In a research note to investors, the analyst stated the company's fundamentals are under pressure because the "crypto winter" continued to hurt profits in the fourth quarter. The firm believes&nbsp;<a href="https://stocktwits.com/symbol/HOOD">Robinhood (HOOD)</a> remains in a stronger position than Coinbase.<a href="https://stocktwits.com/symbol/COIN">Coinbase (COIN)&nbsp;</a>traded near $161, down 1.87% on Tuesday. On Stocktwits, retail sentiment around COIN remained in ‘extremely bullish’ territory, accompanied by ‘extremely high’ chatter levels over the past day.&nbsp;<h2 class="st-heading-2">ARK Buys The Dip In Coinbase Despite Earnings Miss</h2>The company's&nbsp;<a href="https://stocktwits.com/symbol/COIN/earnings">earnings</a> per share stood at $0.66, below Wall Street's $1.05-per-share profit estimate. However, while revenue fell 22% from the previous year to $1.78 billion, it was mostly in line with Wall Street's expectations.&nbsp;Monness Crespi analyst Gus Gala downgraded Coinbase to ‘Sell’ from ‘Buy’ with a $120 price target last week.Meanwhile, Cathie Wood's ARK Invest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2022477678981656785?s=20">revealed</a> on Friday that it had purchased Coinbase (COIN), increasing exposure across three ETFs.&nbsp;A total of 92,854 shares of COIN were acquired by the three funds: ARKK acquired 66,545 shares, ARKW acquired 16,832 shares, and ARKF acquired 9,477 shares.&nbsp;With Coinbase serving as a high-beta proxy for crypto market activity, ETF-driven flows, and institutional custody growth, the cross-fund purchase suggests a portfolio-level decision to increase exposure to crypto-linked equities. This puts ARK in a position to profit from a possible recovery in crypto trading volumes and broader adoption of digital assets. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-new-world-order-ray-dalio-arch-lending/cZRWlAuR4uO">Bitcoin Lender Says ‘World Order Has Broken Down,’ Positions BTC As Structural Hedge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Coinbase logo is displayed on a mobile phone with crypto coins in this photo illustration in Brussels, Belgium, on February 11, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Coinbase Stock Falls Today – Mizuho’s Price Target Cut Takes Away Nearly 40% Of Upside Potential

Mizuho analyst Dan Dolev lowered Coinbase's price target from $280 to $170, eroding nearly 40% of its upside case, according to TheFly.

Why Is COIN Stock Down Today?

Equity

Mizuho analyst Dan Dolev lowered Coinbase's price target from $280 to $170, eroding nearly 40% of its upside case, according to TheFly.


<ul class="summary-bullets"><li>Arch Lending warned that it would not be an easy road for it to reclaim the new order.</li><li>The thesis came as Ray Dalio and global leaders publicly stated that the existing world order has fractured.</li><li>With BTC trading near $68,000, Arch framed the volatility as part of a structural transition.&nbsp;</li></ul>As central banks hoard gold amid rising geopolitical tensions, Bitcoin-backed loan company Arch Lending is positioning Bitcoin as a long-term structural hedge. This echoes recent warnings from hedge fund billionaire Ray Dalio.&nbsp;In a note titled&nbsp;“Bitcoin and the New World Order,” the firm argued that structural geopolitical changes reshaped the monetary landscape in favor of Bitcoin (BTC).<h2 class="st-heading-2">Bitcoin Built For Multi-Polar World: Arch</h2>Arch Lending&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArchLending/status/2023457910320140522">explained</a> that the shift from the post-1945 global order would not be smooth, describing the current period as volatile and uncertain due to government regulations and shifting alliances. The firm stated that Bitcoin differed from traditional assets such as fiat currencies because it operated outside the control of any single nation, institution, or alliance.Arch Lending described the ongoing shift as a move “away from centralized trust and toward multipolar competition,” adding that assets not dependent on counterparties may become more relevant in such an environment.The firm also acknowledged short-term drawdowns and market discomfort, stating that the transition “won’t be comfortable,” but framed the broader shift as structural rather than cyclical.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $68,042.51, down 2.02% over the last day. On Stocktwits, retail sentiment around BTC remained in ‘bearish’ territory, as chatter remained at ‘low’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_17_at_7_59_53_AM_png_2beb5239fa.webp" alt="Screenshot 2026-02-17 at 7.59.53 AM.png" width="1012" height="112"><figcaption>BTC retail sentiment and message volume on February 17 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Dalio: ‘The World Order Has Broken Down’</h2>Arch’s Monday note followed a post by hedge fund billionaire Ray Dalio, who&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RayDalio/status/2022788750388998543">claimed</a> that the post-1945 world order “has officially broken down.”Dalio cited remarks from leaders at the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=i3KY9zb9E0Y">Munich Security Conference</a> held last week. It included German Chancellor Friedrich Merz, French President Emmanuel Macron, and U.S. Secretary of State Marco Rubio, who&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SecRubio/status/2022672793020817818">said</a>, “The world order as it has stood for decades no longer exists,” describing a period of “great power politics.”Dalio wrote that the global system entered “Stage 6” of the Big Cycle, a period marked by disorder and realignment of power among nations. He argued that global power structures move through multi-decade “Big Cycles,” in which monetary regimes and geopolitical dominance eventually give way to new systems.The term “new world order” is not new. It has historically been used to describe major geopolitical transitions, including the post-Cold War period in the early 1990s, when academics and policymakers&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://hrp.law.harvard.edu/publications/the-new-world-order-opportunity-or-threat-for-human-rights-smith-lecture/">debated</a> how global institutions would evolve after the collapse of the Soviet Union.<h2 class="st-heading-2">Gold Buying Surges</h2>The discussion also came amid increased central bank gold accumulation.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.visualcapitalist.com/ranked-the-countries-buying-and-selling-the-most-gold-since-2020/">Data</a> from Visual Capitalist showed that since 2020, central banks have added nearly 2,000 tonnes of gold, with China and Poland among the largest buyers.At the same time, the freezing of&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.europarl.europa.eu/RegData/etudes/BRIE/2025/775908/EPRS_BRI(2025)775908_EN.pdf">Russia’s central bank</a> reserves in 2022 was the turning point in how sovereign reserves are perceived.Arch’s article positioned Bitcoin within this broader context, arguing that it combined portability, scarcity, and settlement without intermediaries at a time when monetary systems were being reassessed.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tron-trx-up-bitcoin-ethereum-liquidation-bear-market-signal/cZRW1K2R4uE">TRON Defies Crypto Market Slump As Bitcoin, Ethereum Lead $221M Liquidation Wave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A physical representation of Bitcoin and an exchange rate arrow appear on a computer screen as the background in this photo illustration in Athens, Greece, on February 5, 2026. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Bitcoin Lender Says ‘World Order Has Broken Down,’ Positions BTC As Structural Hedge

Bitcoin lending firm Arch believes that global power realignment favors assets outside state control.

Bitcoin Lender Positions BTC As Hedge As Ray Dalio Warns That Global Order Is Fracturing

<ul class="summary-bullets"><li>Analysts projected over 100% upside for BMNR, as analysts rated the crypto equity a “strong buy,” according to Zacks data.</li><li>BlackRock increased its stake by 165.6% in the fourth quarter, while ARK Invest added more shares, taking its total holdings to over 9.4 million shares.</li><li>The institutional buying came as Ethereum traded nearly 60% below its all-time high.</li></ul>Wall Street analysts projected more than 100% upside for Bitmine Immersion Technologies (BMNR) as BlackRock and ARK Invest raised their holdings in the Ethereum-linked company.Analysts issued an upgrade on Bitmine, citing balance sheet expansion and growing Ethereum exposure as key drivers behind the improved outlook. Analysts at Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/equities/bitmine-immersion-tech-consensus-estimates">predict&nbsp;</a>&nbsp;BMNR to see an implied upside of more than 105% from current levels.Additionally, analysts at Zacks Investment Research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.zacks.com/stock/research/BMNR/price-target-stock-forecast#:~:text=Broker%20Rating,%2C%20Strong%20Buy%20represented%2075%25.">forecast</a> a positive outlook on Bitmine, with the average recommendation falling in the ‘strong buy’ range. The data indicated that 75% of covering analysts rated the stock a strong buy, alongside published price target estimates reflecting positive sentiment.<a href="https://stocktwits.com/symbol/BMNR">Bitmine Immersion Technologies, Inc. (BMNR)</a> was trading at $21.16, up by 1% on Sunday. BMNR closed at $20.96 with an upside of over 6% on Friday. On Stocktwits, the retail sentiment around BMNR remained in the ‘bearish’ territory, with chatter decreasing from ‘low’ to ‘extremely low’ levels over the past day.<h2 class="st-heading-2">BlackRock Expands Stakes In BMNR</h2>The analyst upgrade comes amid fresh institutional buying in the fourth quarter of 2025. Regulatory filings released Thursday showed that BlackRock increased its exposure to BMNR.BlackRock raised its stake by 165.6% during the quarter, adding 5,642,590 shares. The asset manager held 9,049,912 shares valued at $245,705,112 as of late December 2025, according to its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2012383/000142645924000006/xslForm13F_X02/primary_doc.xml">Form 13F</a> filed on Thursday.<h2 class="st-heading-2">ARK Invest Adds BMNR</h2>ARK Invest also increased its exposure, purchasing 212,314 Bitmine shares across three ETFs on Thursday in a $4.2 million transaction. The firm now holds 9,457,330 shares, as shown in regulatory&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fintel.io/so/us/bmnr/ark-investment-management">data</a>. In an ARK Invest video on Saturday, Cathie Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HiX6AxmF500">said</a> she remained bullish and was “buying the dip.” Institutional investors owned 31.78% of Bitmine’s outstanding shares, with BlackRock and ARK among the top holders.<h2 class="st-heading-2">Ethereum Down 60% From Peak</h2>The increased investments came as Ethereum had fallen about 60% from its recent peak in August 2025, when the token reached a high of approximately $4,945.60 on August 24, 2025. As of writing,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> traded at around $2,087.46, up by 0.7% in the last 24 hours. On Stocktwits, the retail sentiment around Ethereum remained in the ‘bearish’ territory, with chatter at ‘low’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-co-founder-mcafee-no-bubble-bitcoin-nvidias-h200-gpu/cZRBGQKR4tH">Solana Co-Founder Revives McAfee’s ‘No Bubble’ Bitcoin Call, Points To NVIDIA’s H200 GPU</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum trading exchange stock market investment, forex with tr - stock photo

Analysts See Over 100% Upside For BMNR As BlackRock And ARK Invest Buys

Zacks rates BMNR a strong buy with 100%+ upside as BlackRock, ARK add shares and Cathie Wood buys the dip.

<ul class="summary-bullets"><li>In her new Ark Invest video, Cathie Wood said many Bitcoin investors panic during market drops and “sell first, ask questions later.”</li><li>She stated she does not understand why gold is doing better than Bitcoin, since Bitcoin has a fixed supply.</li><li>Wood added that Bitcoin’s long-term trend is still strong and reminded that it acted as a safe place during the regional bank crisis.</li></ul>Ark Invest CEO/CIO Cathie Wood said on Saturday that Bitcoin (BTC) investors tend to “sell first and ask questions later” during periods of heavy market volatility.On Saturday, in an Ark Invest video, Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HiX6AxmF500">said</a> recent risk-off trading has pushed Bitcoin lower as investors react quickly instead of focusing on long-term fundamentals.Wood explained that broad market selling has affected multiple sectors, including technology and crypto. “You know, sell now, ask questions later,” she added, pointing to algorithm-driven trading as a key factor behind the sharp moves in the overall trading scenario within the market.She acknowledged that gold has outperformed Bitcoin (BTC) recently and that many investors are turning to gold for safety. However, she does not fully understand that stance. “Now we don’t understand that,” she said, explaining that “gold supply growth is, we believe, accelerating.” She argued that Bitcoin is different from gold since it has a fixed supply, due to which its “supply growth cannot accelerate.”<h2 class="st-heading-2">Bitcoin As A Crisis Hedge</h2>Wood reminded viewers that Bitcoin acted as a “refuge for those who were very scared” during the regional bank crisis. At the time, some investors turned to Bitcoin because they were worried about risks in the traditional banking system.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded around $68,966.57, up by 4.3% in the past 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in the ‘neutral’ territory, with chatter falling from ‘normal’ to ‘low’ levels over the past day.Despite the recent weakness, she added that Bitcoin’s broader uptrend remains intact. “I don’t think it will be broken now,” she said, referring to Bitcoin’s broader uptrend. However, she added a note of caution, saying it “could be famous last words.”<h2 class="st-heading-2">Market Fear Lifts Gold First, Bitcoin Follows Later?</h2>On Thursday, Ark Invest had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2021961994073501880?s=20">posted</a> a comparison of Bitcoin and gold performance, which showed that gold had recently outperformed Bitcoin, as investors have been choosing traditional safe assets during market uncertainty.<figure class="image"><a class="st-link-external" href="https://x.com/ArkkDaily/status/2021961994073501880?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_14_at_5_16_04_AM_png_cd50caadc9.webp" alt="Screenshot 2026-02-14 at 5.16.04 AM.png" width="600" height="709"></a><figcaption>Ark Invest's comparison of gold and Bitcoin. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily">ArkkDaily</a>/x</figcaption></figure>However, the reports showed that in past cycles, gold often moved higher first when fear increased. After that, Bitcoin tended to follow as confidence slowly returned and investors were willing to take more risk again.Adding to this, Wood said periods like this could feel uncomfortable for investors. Yet, she described volatility as a normal part of long-term market cycles, adding that such phases have often created opportunities in the past.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-truth-social-is-not-done-with-crypto-etfs/cZR4MTtR4t8"> Truth Social Files New Bitcoin, Ether, And Cronos ETF Filings Despite SEC Delays</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Cathie Wood, Founder & CEO, Ark Invest (Photo by Joe Raedle/Getty Images)

Cathie Wood Warns Bitcoin Investors Are ‘Selling First, And Asking Questions Later’ As Market Uncertainty Skyrockets

Ark Invest’s Cathie Wood said panic selling has hurt Bitcoin yet argued its fixed supply still supports the broader uptrend.

<ul class="summary-bullets"><li>Paul Barron said China's reduction of purchases of U.S. Treasuries could trigger a global risk-off move and pressure crypto in the short term.</li><li>He warned that rising yields and tighter liquidity may push investors toward safer assets such as gold rather than Bitcoin and Ethereum.</li><li>While Jeff Park argued Bitcoin performs well during geopolitical conflict, Barron disagreed, even as Tom Lee bet on a V-shaped recovery in Ethereum.</li></ul>Crypto analyst Paul Barron warned this week&nbsp;that China's scaling back of purchases of U.S. Treasuries could trigger a global “risk-off” move and pressure cryptocurrencies in the short term.Speaking on The Paul Barron Show, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=e6so8YUJ6sM">said</a> that “China has instructed banks to begin selling and limiting purchases of US government bonds,” referencing&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2020749061163233580">reports</a> by The Kobeissi Letter. Barron warned that if China and other nations step back from U.S. debt, “this really puts a lot of pressure on the US, and it puts a lot of pressure on the Fed.”&nbsp;He added that the shift could make the week “very tough for risk assets,” noting that if China reduces demand for U.S. bonds, yields could rise and liquidity could tighten, pushing investors away from risk assets such as crypto.<h2 class="st-heading-2">Is Gold’s Surge A Warning For Crypto?</h2>Barron said rising Treasury yields and tighter liquidity typically hurt speculative assets first. While gold demand in China has surged, consumer confidence has weakened. He cited&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2021374632339571077">rising gold demand</a> and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2021317572789141533">weak consumer data</a> from China.&nbsp;Barron argued that “you’re going to see risk assets start to play into this,” hinting that crypto markets could face near-term downside if investors move their money into safer assets like gold.<h2 class="st-heading-2">Is Japan’s China Hawk Stance The Next Market Trigger?</h2>He also pointed out Japan’s new right-wing prime minister, Sanae Takaichi, who campaigned on anti-illegal immigration and adopted a more hawkish stance toward China. “She’s a China hawk. That’s the big one,” Barron added, referencing market commentary.The crypto analyst added that rising tensions in Asia could shift capital flows across the region. If investors become cautious about trade and diplomatic relations, they may shift capital into safer assets rather than equities or crypto. “That really for the region, will make for an interesting financial market as we go forward,” Barron said, suggesting that geopolitical friction could increase short-term volatility in risk assets.<h2 class="st-heading-2">Bitcoin As A ‘Wartime Hedge’</h2>Baron also disagreed with investor Jeff Park’s “Wartime Bitcoin” thesis. While Park had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=bZfsLFGz4hE">argued&nbsp;</a>that Bitcoin performs well during geopolitical fragmentation, Barron said, “Metals have proven to be the true hedge,” pointing to gold’s strength during the recent crypto volatility.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $66,944.02, down 2.9% in the past 24 hours. On Stocktwits, retail sentiment around Bitcoin remained in a ‘bearish’ zone, as chatter around the coin dropped from ‘extremely high’ to ‘high’ over the past day. In conclusion, Barron said a rebound is possible if liquidity improves, noting that Bitcoin often responds to easier monetary conditions, especially if the Federal Reserve moves toward rate cuts or renewed stimulus.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fairshake-crypto-pac-funnels-million-into-trumpbacked-senate/cZb6PqfR4qT">Fairshake Crypto PAC Funnels $5 Million Into Trump-Backed Senate Candidate For Alabama</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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Paul Barron Warned China ‘Dumping Dollars’ Could Weigh On Crypto

China’s Treasury pullback sparked risk-off fears in crypto, as Fed rate cuts, tensions in Japan, and Ethereum buying shaped the outlook.

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