SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Sperax is redefining financial autonomy through programmable agents that manage capital, optimize yield, and protect against risk, all transparently on-chain. Founded in 2019, Sperax is backed by leading investors including Jump Trading, Polychain Capital, Amber Group. Sperax offers a new standard in automated, user-driven finance.  The SperaxOS ecosystem is powered by USDs and SPA on Arbitrum, BNB Chain, and other EVM networks. Anchored by two native assets: USDs, a gas-free, auto-yield stablecoin backed by on-chain collateral, and SPA, the governance and value-capture token. Sperax builds open-source tools that turn idle capital into self-optimizing portfolios.  SperaxOS is a cross-chain financial operating system where AI-driven smart agents automate everything from yield farming to payroll, and Demeter, a no-code platform for launching liquidity farms. USDs automatically rebases yield to holders, while SPA lets users register agents, earn protocol fees, and vote on upgrades. Battle-tested through multiple market cycles: Sperax offers individuals, DAOs, and fintechs a borderless toolkit for passive income, risk-managed investing, and fully automated treasury operations, all governed on-chain by its community.

Sperax

Sperax (SPA) is trending due to high anticipation for its SperaxOS launch, which is set to benefit from the recently enacted GENIUS Act by offering a compliant, USD-pegged stablecoin (USDS). This development, coupled with new exchange listings and unusually high trading volume, is fueling community belief in its undervalued status and potential for significant long-term growth.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is trending as its recent halving event underscores its scarce 21 million token supply, driving community discussion around its potential as the "Bitcoin of AI" and a foundational decentralized intelligence infrastructure. Growing institutional interest and active subnet development further highlight its long-term value in the evolving AI landscape.

TOSHI

Toshi is trending as the community eagerly anticipates a breakout, actively discussing bullish chart formations like the "cup and handle" and noting a significant increase in volume. As a key meme coin within the Base ecosystem, many believe it's poised for a substantial move amid broader market sentiment for altcoins.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Helium (HNT) is seeing a surge in conversation driven by its recent partnership with AT&T and the dismissal of an SEC lawsuit, igniting bullish sentiment around its increasing real-world utility and its position as the primary token in the decentralized wireless network.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending after unveiling its advanced GaN and SiC power platforms, positioned as critical for highly efficient next-generation AI data centers and broad electrification. The community is actively discussing the company's groundbreaking technology, with a strong focus on the anticipation of definitive contracts to convert these strategic product developments into significant revenue.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad (MON) is attracting significant attention as its ecosystem rapidly expands with new integrations and an impressive surge in user base and total value locked. The community is highly bullish on its advanced Layer-1 technology, praising its EVM compatibility and high transaction speeds, while also actively discussing its attractive staking yield and long-term potential in the crypto market.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending after Morgan Stanley initiated an "Underweight" rating and low price target, alongside news of regulatory delays stalling its key French acquisition and AI pivot. The community is actively discussing persistent management criticism, dilution concerns, and MARA's continued underperformance relative to Bitcoin and other mining peers.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is trending due to recent listings on multiple exchanges and advancements in its AI agent and wallet technology, fueling community anticipation for significant price discovery. Its utility and daily fee revenue within the Base ecosystem are driving a strong bullish sentiment, even amidst market volatility.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending due to ongoing reports of competitive takeover bids, including interest from Hapag-Lloyd, after its board rejected a management-led buyout proposal for significantly undervaluing the company. The community is actively debating the potential for a bidding war, substantial special dividends, and a short squeeze, alongside broader discussions on ZIM's strategic importance for Israel amidst government and union opposition to foreign acquisition.

BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

BYTE CRYPTO's unique origin as "Grok's dog" from Elon Musk's xAI is fueling strong community conviction, positioning it as a key player in the AI-meme coin narrative. The "ByteArmy" is actively rallying behind its decentralized nature, celebrating accumulation during dips and anticipating significant future growth.

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<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.

Equity

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>Bloomberg ETF analyst Eric Balchunas said that Truth Social filed new Bitcoin, Ether, and Cronos-linked ETF proposals on Friday.</li><li>Yorkville America Equities submitted the filings, expanding on Truth Social’s earlier spot Bitcoin and blue-chip crypto ETF plans.</li><li>The new Truth Social Cronos Yield Maximizer ETF is an expansion of Trump Media’s ties with Crypto.com that began in August last year.&nbsp;</li></ul>Truth Social, Trump’s social media platform, expanded its push into digital assets, filing for two new exchange-traded funds (ETFs) tied to Bitcoin and Ethereum, Bloomberg ETF analyst Eric Balchunas said on Friday.Yorkville America Equities, the asset manager behind a series of ETFs tied to U.S. President Donald Trump’s Truth Social brand, submitted the registration documents for the new products.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas/status/2022369458988179923?s=20">According</a> to Balchunas, the filings include the “Truth Social Cronos Yield Maximizer ETF” and the “Truth Social Bitcoin and Ether ETF.” Neither of those earlier funds has launched yet. The proposed Bitcoin and Ether ETF would provide exposure to the two largest cryptocurrencies by market capitalization.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/EricBalchunas/status/2022369458988179923?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_14_at_4_01_04_AM_png_9428e05ceb.webp" alt="Screenshot 2026-02-14 at 4.01.04 AM.png" width="1198" height="1328"></a><figcaption>Eric Balchunas on Truth Social's new crypto ETFs. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas">EricBalchunas</a>/x</figcaption></figure>The Cronos ETF filing references CRO, the native token of the Cronos blockchain ecosystem.&nbsp;<a href="https://stocktwits.com/coins/crypto-com-chain">Cronos (CRO)</a> was trading at $0.08, up by 6.2% over 24 hours. On Stockwits, the retail sentiment around CRO remained in the ‘neutral’ territory, as chatter levels around it also remained ‘high’ over the past day.Last year,&nbsp;<a href="https://stocktwits.com/symbol/DJT">Trump Media (DJT)</a> announced a partnership with Crypto.com, which developed the Cronos blockchain. In December, Trump Media also announced that it would award its shareholders with one CRO token for every whole share they own. The firm, majorly owned by President Donald Trump, had also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2025/08/26/3139279/0/en/Trump-Media-Group-CRO-Strategy-to-Acquire-6-42-Billion-for-CRO-Digital-Asset-Treasury.html">raised over</a> $6.4 billion to invest in Crypto.com back in August 2025.On Stocktwits, retail sentiment around DJT dropped from ‘neutral’ to ‘bearish’, while chatter remained at ‘low’ levels over the past day, despite its expansion in crypto ETFs.<h2 class="st-heading-2">Earlier Filings And Regulatory Backdrop</h2>Truth Social first signaled its crypto ambitions in June 2025, when it filed an S-1 registration statement for a spot Bitcoin ETF under its brand. That was followed in July 2025 by a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2075457/000110465925066296/tm2519799-1_s1.htm">Blue Chip Digital Asset ETF</a> targeting a basket of large-cap altcoins. Both products are still awaiting regulatory clearance.The expansion into multiple crypto ETFs comes as lawmakers debate the U.S. Senate’s Digital Asset Market Clarity Act, which aims to establish clearer oversight for crypto markets. President Donald Trump, a primary owner of TMTG, previously faced political scrutiny over his personal business ties to the sector, an issue that has become part of the broader regulatory conversation,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/trump-djt-truth-social-stake-056d0e99?gaa_at=eafs&amp;gaa_n=AWEtsqdAJaI2sk5cD9bEIPffKjdcqLKfLghL__siXg_0HOP1umfBQcmTsbRVNJRUP5k%3D&amp;gaa_ts=698f8f81&amp;gaa_sig=jZDiTlp8myOsDtz61IOljQQouSiBGfwm90pJgjD6w9b33zW-EGiGGoiPHv77QKNPFvEGIW68dlNKU41GyLDazQ%3D%3D">according</a> to Barrons.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-advisor-capital-clarity-act-should-pass-soon/cZR4pv1R4tF">‘Let's Not Let Any Moss Grow Here’: White House Advisor Sees ‘Trillions’ In Capital Ready To Enter Crypto, CLARITY Act Should Pass Soon</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Account of President of the United States, Donald Trump, on the Truth social network is displayed through a magnifying glass in this photo illustration in Ontario, Canada, on February 9, 2026. Photo by Thomas Fuller/NurPhoto via Getty Images)

Truth Social Files New Bitcoin, Ether, And Cronos ETF Filings Despite SEC Delays

Truth Social filed new Bitcoin, Ether, and Cronos exchange-traded funds (ETFs) proposals as U.S. lawmakers debated the Digital Asset Market CLARITY Act.

President Trump’s Truth Social Is Not Done With Crypto ETFs – Files 3 New ETFs

Cryptocurrency

<ul class="summary-bullets"><li>Jefferies’ Andrew Moss said the recent selloff was a correction, not a crypto winter, arguing that industry development and institutional activity remained intact.</li><li>Bitcoin had fallen about 47% from its early October high and moved closely with tech stocks, as its correlation with the Nasdaq remained elevated.</li></ul>Bitcoin’s (BTC) drop below $67,000 has rattled investors, but Wall Street analysts are not calling time on crypto yet. According to Andrew Moss, Jefferies’ senior vice president and head of digital assets research, this sharp decline appears to be a market correction, not the start of a new crypto winter.&nbsp;Speaking on Yahoo Finance on Tuesday, Andrew Moss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=tC_zAiK7mic">stated</a> that the pullback in the crypto market is a correction, not a structural downturn. “I’d argue that we’re not in a crypto winter,” he added. According to him, a true winter period would be when prices fall and “development slows, TradFi initiatives decelerate, and questions emerge about the longevity of this industry.”Moss added that Bitcoin is down about 47% from its all-time high since early October 2025, while Ethereum (ETH) has fallen roughly 55%, acknowledging that there are sharp price drops, but he argued that price drops alone do not equal a crypto winter.&nbsp;<h2 class="st-heading-2">Crypto Volatile, Retail Sentiment Wavers</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $66,666.29, down by 3.32% 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.<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> traded at around $1,936.8, down by 3.7% in the last 24 hours. On Stocktwits, the retail sentiment around Ethereum remained in the ‘bullish’ territory, with chatter at ‘high’ levels over the past day.<h2 class="st-heading-2">Bitcoin Tracks NASDAQ As ETF Outflows Rise</h2>Moss said crypto is moving with broader markets. Bitcoin and tokens more broadly, he said, “don’t trade like gold.” They’re far more correlated with risk assets, far more correlated with the NASDAQ.”&nbsp;Adding to that sentiment, Bloomberg reported in early January that Bitcoin’s correlation with the Nasdaq 100 climbed to a two-year high ahead of U.S. inflation data, underscoring how closely digital assets move with tech stocks.On-chain&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/etf">data showed</a> smaller retail holders have begun buying again, but larger “whales” remain inactive. Spot Bitcoin ETFs have also recorded notable net outflows in recent sessions.<h2 class="st-heading-2">U.S. Regulation Could Be The Next Catalyst&nbsp;</h2>Looking ahead, Moss pointed to a proposed U.S. crypto market structure bill as a potential catalyst. “A comprehensive regulatory framework is one of the largest drivers of TradFi adoption,” he argued that it would make rules clearer and could accelerate institutional blockchain adoption even as short-term volatility continues. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/paul-barron-warned-china-dumping-dollars-could-weigh-on-crypto/cZb645uR4qE">Paul Barron Warned China ‘Dumping Dollars’ Could Weigh On Crypto</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum Bitcoin together. Source: Getty Images

Bitcoin Drops 47% From Peak, But Jefferies Sees No New Crypto Winter

ETF outflows and inactive ‘whales’ signaled market caution, while a proposed market structure bill was seen as a potential future catalyst.

Bitcoin, Ethereum Extend Losses: Jefferies’ Andrew Moss Says It’s A Correction, Not A ‘Crypto Winter’

<ul class="summary-bullets"><li>Most of the selling is coming from longtime crypto holders, while newer ETF investors have stayed relatively steady.</li><li>Outflows at large issuers such as BlackRock reflect market stress and positioning changes, not panic selling by ETF investors.</li></ul>Crypto’s recent volatility has not led to widespread selling by ETF investors, according to executives at Bitwise and GraniteShares, even as spot crypto fund assets drop to their lowest level in nearly a year.On Tuesday, Bitwise chief investment officer Matt Hougan&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=K8vV8r4_8Us">said</a> that ETF investors are largely holding through the downturn. “It’s not the ETF investors who are driving the sell-off,” Hougan said as he explained that most of the decline in assets under management is due to falling crypto prices rather than heavy redemptions.<h2 class="st-heading-2">ETF Investors Hold Through The Downturn</h2>“Bitcoin is down more than 50% from its October 2025 peak,” he added, stating that the total outflows from spot Bitcoin ETFs have been relatively limited at around $7 billion. He pointed out that much of the selling pressure is coming from long-time crypto holders who accumulated Bitcoin years ago and are now trimming positions, rather than from newer ETF investors.Hougan noted that about 40% of spot Bitcoin ETF holders are currently underwater, but added that “the vast majority of ETF investors showed they’re here for the long haul.”<h3 class="st-heading-3">Retail Sentiment Turns Bearish As Volatility Spikes</h3><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at around $69,244.41, down by 0.8% in the last 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in the ‘bearish’ territory, with chatter at ‘extremely high’ levels over the past day.Adding to that sentiment, Will Rhind, the chief executive of GraniteShares, said ETF investors typically hold smaller crypto allocations and are more comfortable riding out volatility. “The selling has been pretty light compared to the total assets out there,” Rhind stated.<h2 class="st-heading-2">BlackRock ETFs Alone Show $3.6 Billion Outflow</h2>Against that backdrop, market pressure has increased in recent weeks, with Bitcoin testing the $60,000 level and Ethereum (ETH) trading near $2,000, as per records. This broader market stress has also shown up in flows at large issuers like BlackRock.&nbsp;Between Feb 6 and Feb 9, BlackRock-linked crypto products like iShares Bitcoin Trust ETF and iShares Bitcoin Trust ETF&nbsp; <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/blackrock">recorded</a> about $3.6 billion in net outflows.<a href="https://stocktwits.com/symbol/IBIT">iShares Bitcoin Trust ETF (IBIT)</a> was trading at $39.19, down 2.29% in pre-market hours on Tuesday. On Stocktwits, retail sentiment around IBIT remained in 'extremely bullish' territory with chatter remaining in 'extremely high' levels over the past day.<figure class="image image_resized"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_at_5_35_29_AM_png_2743ba3dc1.webp" alt="Screenshot 2026-02-10 at 5.35.29 AM.png" width="1150" height="140"><figcaption>IBIT retail sentiment and message volume on February 10 as of 5:36 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Catalyst, Not A Cause&nbsp;</h2>At first, investors in the market blamed Bitcoin's crash on BlackRock's IBIT ETF, saying that institutional positioning and ETF-linked flows caused the sell-off. But&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-bitcoin-etf-sees-record-trading-ibit-trading-draws-scrutiny/cZbFf9SR4nx">the evidence suggests</a> that IBIT was more of a catalyst than the main cause of the downturn, which was mostly caused by a broader liquidity sweep and forced deleveraging in the crypto markets.&nbsp;Hedging flows from banks and structured products linked to IBIT, probably made the downside momentum stronger once prices started to fall. However, the move itself was more of a general risk-off reset than a structural exit from Bitcoin by institutional investors.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-crypto-talks-stablecoin-yields-clarity-act/cZbUbatR4YB">White House Convenes Second Closed-Door Crypto Talks As Stablecoin Yield Fight Stalls CLARITY Act</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bitcoin Tops $50,000 For First Time In Two Years

Crypto ETFs Hold Firm As Bitcoin Slides: Bitwise, GraniteShares Push Back On Panic Selling Narrative

Crypto ETF investors are mostly holding on, with falling prices driving the decline in assets instead of heavy selling.

Bitcoin’s Price Swings Fail To Rattle ETF Investors Despite Steep Pullback

<ul class="summary-bullets"><li>Fidelity Ethereum Fund and Grayscale Ethereum Mini Trust led the inflows with more than $110 million combined.</li><li>Outflows from Bitwise and iShares Ethereum ETFs reduced the day’s overall net inflow.</li><li>Retail sentiment across most Ethereum ETFs remained in 'neutral’ territory on Stocktwits.</li></ul>Ethereum (ETH) spot ETFs reversed a three-day run of $1.75 billion in outflows on Monday, pulling in more than $57 million of fresh capital.SoSoValue data showed $57.05 million in inflows, led by&nbsp;<a href="https://stocktwits.com/symbol/FETH">Fidelity Ethereum Fund (FETH)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ETH">Grayscale Ethereum Mini Trust (ETH)</a>, with $67.32 million and $44.62 million coming in, respectively. However, the daily net inflow was pared back, with $9.9 million exiting the&nbsp;<a href="https://stocktwits.com/symbol/ETHW">Bitwise Ethereum ETF (ETHW)</a> and $44.99 million exiting the iShares&nbsp;<a href="https://stocktwits.com/symbol/ETHA">Ethereum Trust (ETHA)</a>.All of the Ethereum funds saw retail sentiment trending in ‘neutral’ territory over the past day on Stocktwits, except for Grayscale’s Ethereum Mini Trust, which saw sentiment trending in the ‘bearish’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_033850_png_13bc7cb2d8.webp" alt="Screenshot 2026-02-10 033850.png" width="1230" height="138"><figcaption>ETH retail sentiment and message volume on February 10 as of 3:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Ethereum’s Trying To Hold Above $2,000</h2><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was struggling to hold above the $2,000 market on Tuesday morning, down 2.8% in the last 24 hours amid Bitcoin’s (BTC) slide to around $68,800. On Stocktwits, retail sentiment around the leading altcoin was in ‘bullish’ territory amid ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_033834_png_19eeb125ce.webp" alt="Screenshot 2026-02-10 033834.png" width="1245" height="132"><figcaption>Ethereum retail sentiment and message volume on February 10 as of 3:00 a.m. ET | Source: Stocktwits</figcaption></figure>Users on the platform are hoping that Ethereum’s price holds strong after the cryptocurrency dipped under the $2,00 mark last week.<stembedurl>https://www.stocktwits.com/KTMMEEK/message/644529960</stembedurl><stembedurl>https://stocktwits.com/Jonathan_Morgan/message/644490280</stembedurl><h2 class="st-heading-2">Bitcoin, Solana, And XRP ETF Flows Diverge</h2>Bitcoin spot ETF inflows slowed down on Monday. The funds attracted $145 million on the day, down from $371 million in the prior session.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 2.3% in the last 24 hours, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.Solana ETFs remained under pressure, logging a third straight day of outflows. Total net asset value across Solana products stayed below $1 billion, with roughly $14,000 in net outflows recorded on Monday.&nbsp;<a href="https://stocktwits.com/coins/solana">Solana’s price</a> was down around 1% in the last 24 hours to $84.30 with retail sentiment on Stocktwits in the ‘bullish’ zone.&nbsp;XRP ETFs continued to see steadier demand. The group posted $6.3 million in inflows and maintained total assets above the $1 billion mark.&nbsp;<a href="https://stocktwits.com/coins/ripple">XRP’s price</a> edged 0.2% lower in the last 24 hours to around $1.42. On Stocktwits, retail sentiment around the altcoin was also in the ‘bullish’ zone.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-adds-bullish-shares-after-crypto-exchange-jumps-16/cZbxMg3R4oU">Cathie Wood’s ARK Adds Bullish Shares After Peter Thiel–Backed Crypto Exchange Jumps 16%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A coin of Ethereum cryptocurrency is seen over a keyboard. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Ethereum Spot ETFs Snap $1.75 Billion Exit Streak With Fresh Inflows

Bitcoin ETFs saw softer inflows, while Solana ETFs continued to record net outflows.

<ul class="summary-bullets"><li>BitMine recorded nearly $8 billion in unrealized losses after ETH fell below $2,000 on Thursday.</li><li>Tom Lee told CNBC that BitMine has no plan to liquidate, cited ETH’s 40% drop in 10 days, and said past 60%+ drawdowns have been followed by V-shaped recoveries</li><li>Lee pointed to Ethereum activity metrics, including 117% higher active addresses and 80% higher network usage over six months.</li></ul>BitMine Immersion Technologies (BMNR), the world’s largest Ethereum-focused treasury company, suffered nearly $8 billion in unrealized losses after Ethereum (ETH) fell below $2,000 on Thursday.According to reports, the firm gained about 4.29 million ETH, and DropsTab estimates the position was built at roughly $16.4 billion. At Thursday’s sub-$2,000 ETH prices, that stash was worth about $8.4 billion, leaving BitMine with billions in unrealized losses.&nbsp;Despite the sharp decline, BitMine will not be liquidating its assets. Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=Fh8djni6jHU">told</a> CNBC on Friday that “we have no leverage, no debt,” and said Ethereum was down about 40% over the last 10 days. He said ETH has had seven drawdowns of 60% or more in the last eight years and said those episodes were followed by “V-shaped recoveries.”<a href="https://stocktwits.com/symbol/BMNR">BitMine Immersion (BMNR)</a> shares also fell sharply in recent sessions as Ethereum slid below $2,000, with investors tracking the mark-to-market value of BitMine’s ETH holdings. BMNR was trading at $20.69, up by 1.07% during after hours. The stock closed at $20.47 on Friday. On Stocktwits, retail sentiment around BMNR remained in 'bearish' territory, and chatter remained at 'high' levels over the past day.<h2 class="st-heading-2">A Death Spiral?</h2>When asked about a potential “death spiral” scenario for crypto, Lee said the data on Ethereum usage did not support that, pointing to active addresses “up 117% year over year.” He added that network usage was “up about 80%” over the last six months. Referencing Wall Street tokenization activity, Lee cited firms including UBS, Standard Chartered, and Fidelity, saying institutions are “tokenizing products on Ethereum,” and said utility measures were rising even as prices fell.Lee also outlined BitMine’s balance sheet, saying the company holds about 4.3 million ETH that earned roughly 3% annually. He added BitMine had roughly $600 million in cash earning about 4% in money markets, and said it generated about “$1 million a day” in net income, or roughly $60 million a year.<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,028, up by 7% over 24 hours. On Stockwits, the retail sentiment around ETH remained in the ‘neutral’ territory, as chatter levels around it remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Treasury-Style Crypto Balance Sheets Back In Focus</h2>Lee linked the broader market mood to recent volatility in crypto-linked public companies, pointing to Strategy as a key example. The comments came as BitMine disclosed unrealized losses on its ether holdings, a day after Strategy reported a sharply wider quarterly loss tied to Bitcoin’s downturn.Strategy (MSTR)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.strategy.com/press/strategy-announces-fourth-quarter-2025-financial-results_02-05-2026">posted</a> a $12.4 billion loss for the quarter, compared with about $670.8 million a year earlier, as Bitcoin prices fell during the period. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ark-invests-cathie-wood-flags-3-reasons-behind-the-market-crash/cZbpjUdR4FC">Ark Invest’s Cathie Wood Flags 3 Reasons Behind The Market Crash</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum’s Drop Below $2,000 Leaves BitMine Facing Nearly $8 Billion In Paper Losses

BitMine won’t liquidate after ETH’s 40% drop in 10 days, with Tom Lee saying the firm has no leverage or debt despite the selloff.

Ethereum Drops Below $2K, Leaves BMNR In $8B Paper Loss

BitMine won’t liquidate after ETH’s 40% drop in 10 days, with Tom Lee saying the firm has no leverage or debt despite the selloff.


<ul class="summary-bullets"><li>On Friday, an X user, Daxx, said Trend Research blew out a roughly $2 billion leveraged Ethereum long, putting total PnL near $686 million.</li><li>Lookonchain said the fund withdrew 792,532 Ethereum from Binance at $3,267 and later deposited 772,865 Ethereum back at $2,326, leaving 21,301 Ethereum and estimating total losses at $747 million.</li><li>Tom Lee said recoveries have often been V-shaped after deep drawdowns, noting multiple over 60% declines since 2018.</li></ul>Trend Research unwound a large, leveraged Ethereum (ETH) position after it slid sharply, according to crypto educator and YouTuber Daxx, who said on Friday that the Shanghai-linked firm “blew out” a roughly $2 billion long.On X, Daxx&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DaxxTrader/status/2019922333193105643?s=20">explained</a> that Trend Research is a secondary-market crypto investment and trading arm operating under LD Capital, a Shanghai-based venture firm founded by longtime Ethereum supporter Jack Yi. Daxx said the fund had built a high-conviction ETH position and amplified it with leverage, leaving it exposed as prices fell. With Trend Research essentially completing its liquidation, analyst Yu Jin's final loss on ETH is now a clear amount, approximately $734 millionFollowing this, Lookonchain, a leading data analysis platform,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2019968289187967372?s=20">reported</a> that Trend Research “has almost sold all of its ETH,” and posted figures showing heavy transfers through Binance. Lookonchain further said the fund withdrew 792,532 ETH worth $2.59 billion from Binance at $3,267, then deposited 772,865 ETH worth $1.8 billion back to Binance at $2,326. It added that only 21,301 ETH, about $43.92 million, remained, and estimated total losses at $747 million.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2019968289187967372?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_07_at_5_15_25_AM_png_d953bb8732.webp" alt="Screenshot 2026-02-07 at 5.15.25 AM.png" width="1082" height="1244"></a><figcaption>Lookonchain flags Trend Research's loss. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain">lookonchain</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,028, up by 7% over 24 hours. On Stockwits, the retail sentiment around ETH remained in the ‘neutral’ territory, as chatter levels around it remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Aave Leverage And Forced Deleveraging</h2>The unwind was tied to leverage built through Aave’s lending protocol, with Trend Research borrowing nearly $1 billion in stablecoins against ETH collateral, Daxx explained in his post. As ETH dropped from above $3,000 to below $1,900, the fund accelerated selling to repay loans and reduce liquidation risk.&nbsp;Separately, traders have been sensitive to large-holder ETH movements during the selloff. Previously, it was reported that Ethereum co-founder Vitalik Buterin sold about 2,961 ETH worth roughly $6.6 million over three days, after previously flagging planned withdrawals, with the sales executed at an average price around $2,228 per ETH.<h2 class="st-heading-2">What’s Next</h2>Fundstrat’s Tom Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2019868034920542541?s=20">argued</a> that ETH has repeatedly seen sharp, V-shaped recoveries after steep drawdowns. He said that since 2018, Ethereum has recorded seven drawdowns of 60% or worse, and suggested that faster declines have often been followed by faster rebounds.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cryptocom-founder-buys-aicom-in-historic-domain-sale/cZbpixkR4FU">Crypto.com Founder Buys AI.com In Most Expensive Domain Sale Ever</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

$2 Billion Ethereum Bet By Shanghai-based Firm Gets Wrecked As Ethereum Slides

Traders observed Ethereum whale trades during the selloff after Vitalik Buterin sold 2,961 ETH for roughly $6.6 million over three days at $2,228 per coin.

<ul class="summary-bullets"><li>The authorities reiterated that cryptocurrencies do not have the same legal status as fiat currency.</li><li>Regulators said speculative trading in cryptocurrencies and tokenized real-world assets has created new challenges for financial risk control.</li><li>At the time of writing, Bitcoin traded higher by about 8% at $67,801, after declining in seven of the previous eight sessions.</li></ul>China has reportedly intensified its crackdown on cryptocurrencies, prohibiting domestic companies from issuing digital tokens overseas without official approval.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-06/china-bars-unapproved-issuance-of-yuan-linked-stablecoins-abroad">Bloomberg report</a> on Friday, citing a statement from The People’s Bank of China and seven other regulators, China has banned the offshore issuance of yuan-linked stablecoins unless authorized, warning that such activities could threaten the country’s monetary sovereignty.<h2 class="st-heading-2">Oversight To Protect National Security</h2>Regulators said speculative trading in cryptocurrencies and tokenized real-world assets has created new challenges for financial risk control.“Speculation involving cryptocurrencies and real-world asset tokenization has occurred from time to time amid multiple factors, presenting new challenges for risk prevention and control, and necessitating stronger regulation to safeguard national security and social stability,” the regulators reportedly said in the notice.The authorities reiterated that cryptocurrencies, including Bitcoin, Ether, and stablecoins, do not have the same legal status as fiat currency and that related business activities on the mainland are considered illegal financial operations.Officials cautioned that tokenization of real-world assets, along with associated intermediary and technology services, could amount to illegal fundraising unless explicitly approved within designated financial infrastructure.<h2 class="st-heading-2">Bitcoin’s Selloff</h2>The announcement comes amid an extended selloff in Bitcoin, with the cryptocurrency trading at levels last seen in October 2024. Over the past three weeks, an intensified selloff has erased nearly half of Bitcoin’s value after it climbed to a record above $126,000 in early October last year.At the time of writing, Bitcoin was up about 8% to $67,801, after declining in seven of the previous eight sessions.Ethereum is seeing a similar rebound, rising 8.5% to $1,978.8 after falling in eight of the past nine sessions to its lowest level since May 2025.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-docs-stock-plunge-in-pre-market-today/cZbF0cJR4Fe">Why Did DOCS Stock Plunge 35% In Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Chinese National Flag. On Wednesday, 27 September 2017, in Badaling, Yanqing District, Beijing, China. (Photo by Artur Widak/NurPhoto via Getty Images)

China Tightens Its Grip On Crypto, Bars Firms From Issuing Tokens Overseas Without Permit: Reports

Chinese officials have reportedly warned that tokenizing real-world assets and related services could constitute illegal fundraising.

<ul class="summary-bullets"><li>According to Ethereum co-founder Vitalik Buterin said the builders should instead focus on creating systeming that add something fundamentally different or new.</li><li>He also noted that an increasing number of projects aren’t honest about how they describe themselves.</li><li>Buterin highlighted prediction markets are a great use case of taking Ethereum to the next-level, instead of just treating it like an “add-on.”</li></ul>Ethereum (ETH) co-founder Vitalik Buterin took to X on Thursday to express his frustration against Ethereum-based projects that aren’t adding any value to the overall network.&nbsp;“We don't friggin’ [freaking] need more copypasta [copy-paste]] EVM chains, and we definitely don't need even more L1s [layer-1s],” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2019341766407725170">wrote</a>, criticizing projects that copy Ethereum’s technology, make only minor tweaks, and then present themselves as something new. According to Buterin, Ethereum itself is already scaling, so creating more look-alike blockchains doesn’t solve any real problem.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> slipped 5.5% on Thursday morning to around $2,130. On Stocktwits, retail sentiment around the leading altcoin remained in ‘bearish’ territory amid ‘extremely high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_053605_png_a75b7bc7a4.webp" alt="Screenshot 2026-02-05 053605.png" width="1244" height="129"><figcaption>SRXH retail sentiment and message volume on February 4 as of 5:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Does Vitalik Buterin Want For Ethereum?</h2>Instead of launching more near-identical chains, Buterin stated that developers should focus on building solutions that actually do something new such as improving privacy, making applications much faster, or creating systems designed for specific use cases.He also said that projects should be honest about how closely they are connected to Ethereum. If a system truly depends on Ethereum to function, it should say so. If it operates mostly on its own, it shouldn’t pretend otherwise.&nbsp;<blockquote>Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.&nbsp;– Vitalik Buterin, Co-Founder, Ethereum</blockquote>His comments come as on-chain data showed that Buterin has been offloading the leading altcoin from his portfolio. According to&nbsp;Arkham data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2019281955255353650?s=20">spotted</a> by LookOnChain, Buterin has sold nearly 3,000 ETH worth around $6.6 million&nbsp; in the last three days at an average price of $2,228.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-end-of-winter-moment-michael-burry-mike-novogratz-agree/cZbmUZPR4NM">Bitcoin Hits ‘End-Of-Winter’ Moment? Michael Burry, Mike Novogratz And Matt Hougan Are On The Same Page</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum co-founder Vitalik Buterin speaks at ETHDenver on February 18, 2022 in Denver, Colorado. (Photo by Michael Ciaglo/Getty Images)

Ethereum Co-Founder Says ‘Vibes Need To Match Substance’ In Post Raging Against Copy-Paste Chains 

In a post on X, Vitalik Buterin expressed his frustration around too many identical new blockains and layer-2 solutions popping up without adding any value to the ecosystem.

Vitalik Buterin Slams ‘Copypasta’ Ethereum Projects, Says ‘Vibes Need To Match Substance’

<ul class="summary-bullets"><li>Senator Roger Marshall dropped a swipe-fee amendment during a Senate Agriculture crypto markup, Politico reported.</li><li>The White House intervened amid concerns the provision could slow progress on crypto legislation.</li><li>Lawmakers continue reconciling competing House and Senate versions of the Clarity Act.</li></ul>As Congress moves to advance major cryptocurrency legislation, Senator Roger Marshall chose to set aside a proposal on credit card swipe fees, removing a potential complication for the bill’s progress.Senator Roger Marshall decided not to advance an amendment targeting credit card transaction fees during a Senate Agriculture Committee markup of crypto market structure legislation on Thursday, according to multiple people with direct knowledge of the discussions, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/live-updates/2026/01/26/congress/marshall-credit-card-amendment-crypto-markup-00746918">Politico</a> on Monday.Marshall, a Kansas Republican, had filed the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/imo/media/doc/36eeb505-e36c-94de-6ff7-8bcd308b0ea2/S.__Marshall_1st_Degree_1.pdf">amendment</a> last week as part of the Senate Agriculture Committee’s crypto market structure bill. The proposal would have required payment networks to compete more directly on credit card swipe fees, an approach similar to the Credit Card Competition Act that Marshall has long supported alongside Sen. Dick Durbin (D-Ill.)White House officials became involved in the discussions as concerns grew that adding a swipe-fee provision could complicate efforts to advance&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">the cryptocurrency bill,</a> according to Politico. The administration was focused on avoiding provisions that could delay or fracture support for the legislation as it moves through Congress.The new amendment would allow banks and crypto firms to be on equal footing, which previously was a point of contention between the two.&nbsp;<h2 class="st-heading-2">Clarity Act And Competing Drafts</h2>The move comes as lawmakers navigated through multiple versions of the CLARITY Act. Chair John Boozman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-unveils-updated-market-structure-legislation-schedules-business-meeting">released</a> an updated text designed to expand the CFTC’s authority over “digital commodities,” with the committee scheduling a business meeting for Thursday.&nbsp;Separately, the House’s Digital Asset Market Clarity Act of 2025&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.congress.gov/bill/119th-congress/house-bill/3633/text">(H.R. 3633)</a> outlined a broader market structure framework and definitions for digital assets. The differences stemmed from jurisdictional differences between congressional committees. The Senate Banking Committee focused its version of the CLARITY Act on securities law, disclosure, and consumer protections under the SEC.&nbsp;On the other hand, the Senate Agriculture Committee has emphasized the CFTC’s role in overseeing digital commodities, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.banking.senate.gov/newsroom/majority/the-facts-the-clarity-act">a press release</a> from the United States Senate Committee on Banking, Housing, and Urban Affairs.<h2 class="st-heading-2">Stablecoin Yield Fight And Bank Pushback</h2>Debate over stablecoin yield has emerged as a parallel fault line in crypto legislation. In an interview with CNBC, Coinbase CEO Brian Armstrong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/01/20/coinbase-ceo-brian-armstrong-on-crypto-regulation-banks-should-compete-on-a-level-playing-field.html">said</a> banks already operate under fractional-reserve lending, while some stablecoins are fully backed, arguing that restrictions on stablecoin yields create an uneven competitive landscape.Banks have opposed yield-bearing stablecoins, warning they could draw deposits away from traditional institutions. Investor and market commentator Mark Moss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/@1MarkMoss">said</a> that deposit-funded lending relies on stable balances, which banks argue could be disrupted if stablecoins offer returns comparable to those of deposits.<h2 class="st-heading-2">Markup Re-scheduled To Thursday</h2>The Senate Agriculture Committee originally planned to hold a markup of its crypto market structure bill on Tuesday, according to a timeline&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-announces-timeline-for-crypto-market-structure-legislation">announced</a> by Chairman John Boozman.However, severe winter weather in Washington, D.C., forced lawmakers to postpone several votes, preventing the markup from proceeding as scheduled. The session has been rescheduled for Thursday, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/policy/2026/01/23/senate-agriculture-panel-delays-market-structure-hearing-to-thursday-after-winter-storm">CoinDesk</a>. Read also: <a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">Washington’s Crypto Bill Could Be The Make-Or-Break Moment For BMNR Stock, Believe Analysts</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Crypto Bill Momentum Builds After Swipe-Fee Proposal Is Shelved

Senator Roger Marshall removed a swipe-fee amendment from a Senate crypto bill after the White House raised concerns that it could delay market structure legislation.

Senator Roger Marshall Drops Swipe-Fee Amendment To Clear Path For Crypto Bill

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