Crypto World
Cathie Wood: AI and Market Volatility Create Long-Term Opportunities
TLDR:
- Cathie Wood sees AI as the largest investment opportunity for tech companies today.
- Algorithmic trading drives volatility but creates opportunities for well-researched investors.
- Inflation is easing, with monetary velocity stabilizing and unit labor costs contained.
- Bitcoin underperforms gold short-term, yet long-term supply dynamics remain favorable.
Cathie Wood ARK Invest market outlook is drawing attention as volatility intensifies across equities and digital assets.
The ARK Invest founder attributes recent swings to algorithmic trading and maintains that disciplined research during fearful periods can uncover long-term opportunities.
Volatility, AI Spending, and Market Structure
In a recent post on X, ARK Invest wrote, “Fear is high. Volatility is elevated.” The firm added that Cathie Wood would explain why such periods may create long-term opportunities in its “In The Know” segment.
Wood stated that much of the current turbulence is driven by algorithmically generated trading. “This kind of volatility tends to create opportunities for those who are doing deep research,” she said.
She argued that automated strategies are accelerating short-term market swings.
She compared the present backdrop to earlier stress events, including tariff-related turmoil. Wood noted that investors who sold in panic during those episodes later regretted their decisions. “Markets climb a wall of worry in strong bull markets,” she said, describing the current phase.
Wood contrasted today’s climate with the late-1990s tech and telecom bubble. She said the market is less forgiving of spending without productivity gains.
However, she maintained that Google, Meta, Microsoft, and Amazon “should be investing aggressively in AI,” calling it “the biggest opportunity of our lifetime.”
Inflation Trends, Dollar Outlook, and Bitcoin
Wood also addressed fiscal dynamics and productivity. She said the US budget deficit could shift toward surplus by the end of the current presidential term due to stronger-than-expected productivity growth. Citing Palantir, she pointed to data-driven efficiencies supporting that view.
On trade, Wood said concerns about the deficit overlook capital inflows. “We have a capital surplus that offsets the trade deficit,” she stated. She added that a dollar turnaround would be “a powerful anti-inflationary force.”
Turning to inflation metrics, Wood referenced the relationship between CPI and M2. She said inflation “is breaking down,” adding that monetary velocity is likely to flatten or decline. She also noted that unit labor costs are not rising as they did in the 1970s.
Addressing digital assets, Wood discussed Bitcoin and its recent underperformance against gold. She attributed the move to “risk-off sentiment and algorithmic selling.” Despite short-term pressure, she reiterated a long-term constructive outlook on Bitcoin supply dynamics and encouraged investors to consider self-custody.
PI has surged by almost 20% since its latest all-time low registered just a few days ago.
Bitcoin’s impressive price ascent that began late on Friday drove the asset to a multi-day low of just under $70,000, where it faced some resistance.
The altcoin space is filled with notable gainers as well, with ETH surging toward $2,100, SOL going to $86, and XRP aiming at $1.45.
BTC Eyes $70K
After dumping to $60,000 on February 6, the primary cryptocurrency bounced off to $72,000 almost immediately but couldn’t penetrate that level and was sent south toward $68,000. The following several days were quite underwhelming as BTC spent them trading sideways between $68,000 and $72,000.
The upper boundary rejected the latest attempt on February 10, and bitcoin began to lose value rapidly, going down to $66,000 on February 12 and $65,000 on Friday morning. However, the bulls managed to defend that support and actually helped BTC reverse its trajectory.
They initiated a notable leg up that drove bitcoin to $68,000 $69,000 on Friday evening. After it stalled there for some hours, the bulls pushed the asset further to almost $70,000 on Saturday morning, but that resistance is yet to fall.
For now, bitcoin’s market cap has risen to $1.390 trillion on CG, while its dominance over the altcoins has remained relatively stable at 56.7%.
Alts on the Rise
Ethereum struggles mid-week as it dumped below $2,000 after the latest leg down. However, it reacted positively to this drop and now sits close to $2,100 after a 6% daily increase. XRP, which went down to $1.35 at one point, stands at $1.45 now after a similar daily increase.
Zcash is the biggest gainer from the larger-cap alts. ZEC has soared by 20% to $280, followed by HBAR (9%), BCH (8%), XLM (8%), and LINK (6%). SOL has shipped to $86 after a 7.3% daily jump.
Pi Network’s native token has finally shown some signs of revival. It’s up by 8% daily and 18% since its all-time low marked just three days ago, which prompted some analysts to speculate whether this is a sustainable recovery or just another dead-cat bounce before a new plunge.
The total crypto market cap has added roughly $100 billion in a day and is up to $2.455 trillion on CG.
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ARK Invest has quietly reloaded on Coinbase Global (EXCHANGE: COIN) shares, deploying roughly $15 million across its flagship ETFs after trimming the position at the start of February. The Cathie Wood-led firm disclosed purchases totaling 66,545 Coinbase shares through the ARK Innovation ETF (ARKK), 16,832 shares via the Next Generation Internet ETF (ARKW), and 9,477 shares through the Fintech Innovation ETF (ARKF), according to ARK’s daily trade disclosures. The move followed a strong price session for Coinbase stock, which closed at $164.32 on Friday, up about 16% on the day and trading higher in after-hours action. Taken together, the buys lift ARK’s reported Coinbase exposure to roughly $15.2 million in aggregate across the three ETFs. In parallel, ARK stepped up its stake in Roblox Corporation (EXCHANGE: RBLX), with purchases routed through the same trio of ARK funds as Roblox traded near $63.17 on Friday on the New York Stock Exchange.
- ARK’s fresh Coinbase exposure amounts to roughly $15 million across ARKK, ARKW, and ARKF, including 66,545 shares in ARKK, 16,832 in ARKW, and 9,477 in ARKF.
- Coinbase stock surged roughly 16% intraday, closing at $164.32 and extending gains after the session, underscoring a supportive price backdrop for the trading activity.
- The same day also saw ARK lift its Roblox (EXCHANGE: RBLX) holdings across its ETFs, with Roblox trading near the $63.17 mark on Friday.
- ARK had trimmed Coinbase shares earlier in February, including roughly $17.4 million sold on Feb. 5—the first reduction since August 2025—and an additional $22 million sold across several ETFs on Feb. 6.
- Coinbase’s quarterly results in late 2025 showed a material swing in profitability, with a Q4 net loss of $667 million on revenue of $1.78 billion; transaction revenue declined year over year while subscription and services revenue rose.
- The broader market backdrop for crypto equities remained volatile, with ARK ETFs previously contending with crypto-market pullbacks that pressured performance.
Tickers mentioned: $COIN, $RBLX, $BTC, $ETH
Sentiment: Neutral
Price impact: Positive — the session’s sharp rally in Coinbase shares coincided with ARK’s renewed buying across its ETFs, signaling renewed institutional interest even as the broader crypto cycle remained choppy.
Market context: The episode unfolds against a backdrop of ongoing crypto market volatility and shifting risk sentiment. ARK’s activity reflects how ETF flows can momentarily diverge from broader sector headlines, with price action in Coinbase acting as a barometer for investor appetite in crypto-linked equities amid a period of volatility in digital assets.
Why it matters
The resurgence of ARK’s Coinbase exposure matters for investors watching how fast-moving ETF flows interact with crypto-adjacent equities. Coinbase, a primary onramp and exchange operator exposed to the cyclicality of digital asset markets, has endured a brutal 2025 as crypto prices and volumes sagged. The new purchases signal that ARK’s active-management approach remains willing to tilt toward Coinbase when its price action aligns with a broader risk-on tone in the market. The trades also occur alongside ARK’s continued interest in Roblox, a name that remains sensitive to consumer engagement and online platform monetization, highlighting how ARK’s thematic bets span both crypto-enabled fintech and broader digital ecosystems.
From a fundamental perspective, Coinbase’s quarterly results underscore the complexity of monetizing a crypto-connected business in a market where transaction revenue can be volatile. In Q4 2025, Coinbase posted a net loss of $667 million as revenue declined to $1.78 billion, though the company noted a shift in revenue mix with subscription and services delivering modest gains. The variance in quarterly performance was echoed by real-time market dynamics, as COIN’s stock moved with broader crypto sentiment rather than solely company-specific catalysts. This backdrop helps explain why ARK’s ETF footprints can swing with both macro risk sentiment and micro-level earnings data.
For readers tracking the intersection of traditional finance and crypto-native exposure, the narrative around Coinbase also intersects with broader media and product initiatives. Coinbase has been spotlighted for recent product enhancements—whether via AI-oriented wallet features or other wallet innovations highlighted in industry coverage—and for high-profile marketing moves tied to broader consumer appeal. The juxtaposition of strong price moves in COIN with ongoing earnings scrutiny illustrates how investor expectations for growth, revenue diversification, and cost discipline remain essential to how ARK and other active managers position crypto-adjacent equities in a volatile environment.
Additionally, ARK’s strategic positioning in Roblox underscores the firm’s broader appetite for platforms with sticky user engagement and scalable monetization. Roblox’s performance sits at an interesting cross-section of entertainment, user-generated content, and in-app economics, which can be sensitive to digital advertising trends and consumer spending patterns. The simultaneous moves in both Coinbase and Roblox highlight a broader narrative: active managers are testing whether distinct but thematically linked equities can weather the near-term cyclical headwinds while offering exposure to longer-term secular themes in fintech and digital experiences.
Related coverage in the crypto business space has framed Coinbase within a broader technology and asset-management ecosystem, including AI-driven wallet concepts and other crypto-native products that aim to tailor services for developers and users alike. For example, articles detailing Coinbase’s wallets built for AI agents offer a window into how the firm is aligning product development with evolving user demands in a rapidly changing tech landscape. Meanwhile, Coinbase’s public advertising presence continues to shape investor expectations around user growth and platform monetization as the company navigates a shifting regulatory and competitive backdrop.
What to watch next
- ARK’s next batch of daily trade disclosures—monitor for further changes in COIN exposure across ARKK, ARKW, and ARKF.
- Coinbase’s upcoming earnings cycle and updated guidance on subscription revenue trajectory and planned product initiatives.
- Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) price action to gauge how macro crypto volatility influences crypto-adjacent equities.
- Roblox (EXCHANGE: RBLX) performance metrics and engagement trends as ARK maintains exposure through its ETFs.
- Regulatory developments or ETF-flow shifts that could alter sentiment for crypto-linked equities and related fintech names.
Sources & verification
- ARK Invest daily trade disclosures detailing purchases across ARKK, ARKW, and ARKF and the corresponding Coinbase (COIN) and Roblox (RBLX) allocations.
- Coinbase Q4 2025 earnings release and accompanying financial results (net loss, revenue breakdown, and commentary on future revenue streams).
- Google Finance data showing Coinbase closing price of $164.32 and subsequent after-hours movement on the referenced session.
- Pricing and trading data for Roblox (RBLX) around the same session to corroborate ARK’s increased stake.
- February 5 and February 6 ARK trades reported publicly, including reductions in Coinbase exposure and reallocations within the ETF family, as described in accompanying coverage.
ARK’s renewed Coinbase bet signals renewed institutional appetite amid crypto volatility
ARK Invest’s latest moves reflect a nuanced stance on the intersection of crypto markets and listed equities. The firm’s decision to add approximately $15 million in Coinbase Global stock across ARKK, ARKW, and ARKF comes after a period of selective trimming, suggesting a calibrated stance rather than a blanket turnaround. By acquiring 66,545 shares in ARKK, 16,832 in ARKW, and 9,477 in ARKF, ARK is signaling a belief that Coinbase can absorb near-term volatility while retaining a longer-term growth narrative tied to crypto adoption and fintech infrastructure. Coinbase’s price response—closing above $164 and moving higher in after-hours trade—provides a recent price signal that could attract further ETF-driven demand if the momentum persists.
Against that backdrop, the Roblox position adds another dimension to ARK’s strategy. Roblox is a platform with a large, engaged user base and monetization opportunities spanning in-game purchases, licensing, and developer ecosystem expansion. ARK’s firm-wide tilt toward RBLX across its ETFs underscores an ongoing conviction that digital platforms with scalable network effects remain a core theme for long-term equity growth, even amid episodic volatility in the broader market.
These movements also connect to Coinbase’s ongoing product and marketing efforts, including initiatives highlighted in related coverage that emphasize how the company positions its wallets and services for a world increasingly shaped by AI-assisted technologies and consumer demand for seamless digital-finance experiences. While Coinbase reported a net loss in Q4 2025, driven by the broader crypto market downturn and revenue mix shifts, the stock’s reaction in the Friday session demonstrates that investors are differentiating between near-term earnings results and longer-term strategic positioning—especially when ETF flows reflect renewed confidence in a given name. For readers who track the crypto ecosystem, the sequence underscores how institutional positioning can diverge from macro crypto momentum for periods as investors discern the implications of product diversification, regulatory developments, and platform monetization strategies.
In summary, ARK’s renewed Coinbase exposure and its parallel Roblox moves embody a cautious, theme-driven allocation approach in a market where both crypto volatility and macro sentiment continue to drive sector-wide fluctuations. As the sector evolves, such actions will be watched closely for implications on ETF flows, investor appetite for crypto-linked equities, and the resilience of platform-based business models in digital economies.
Bitcoin holders may be entering a different phase of the market cycle as inflation eases, according to entrepreneur and investor Anthony Pompliano, who says the asset’s core thesis is now being challenged.
Key Takeaways:
- Pompliano says easing inflation is testing Bitcoin investors’ long-term conviction.
- Bitcoin’s scarcity thesis depends more on money supply expansion than short-term CPI moves.
- Weak sentiment and macro uncertainty may pressure prices before a potential recovery.
In an interview with Fox Business on Thursday, Pompliano argued that many investors first turned to Bitcoin during a period of rising prices and aggressive monetary expansion.
With inflation slowing, he said, the real question is whether participants still believe in Bitcoin’s long-term purpose.
Pompliano: Bitcoin’s Case Tested Without High Inflation
“I think the challenge for Bitcoin investors, can you hold an asset when there is not high inflation in your face on a day-to-day basis?” he said.
“Can you still believe in what Bitcoin’s value proposition is, which is that it’s a finite-supply asset. If they print money, Bitcoin is going higher.”
Government data shows inflation cooling modestly. The Consumer Price Index slowed to 2.4% in January from 2.7% a month earlier, according to the US Bureau of Labor Statistics.
Even so, Moody’s Analytics chief economist Mark Zandi recently told CNBC that the improvement appears stronger in statistics than in everyday costs faced by consumers.
Bitcoin has long been promoted as a hedge against currency debasement because its supply is capped at 21 million coins.
When central banks expand liquidity and weaken purchasing power, investors often move toward scarce assets, including Bitcoin and gold, both of which Pompliano described as durable long-term stores of value.
Market sentiment, however, has deteriorated. The Crypto Fear & Greed Index recently dropped to an “Extreme Fear” reading of 9, a level not seen since June 2022.
Bitcoin was trading near $68,850 at publication, down roughly 28% over the past month, according to CoinMarketCap.
I joined @cvpayne yesterday from the floor of Bitcoin Investor Week to discuss bitcoin, inflation, deflation, and the strength of the US economy. pic.twitter.com/eTYeeCfGul
— Anthony Pompliano
(@APompliano) February 12, 2026
Pompliano expects macroeconomic conditions to create turbulence before any sustained recovery.
He anticipates deflationary pressures in the short run, followed by policy responses such as rate cuts and renewed liquidity injections.
“We’re going get deflationary-type forces in the short term, people are going to ask to print money and to drop interest rates,” he said.
He described the dynamic as a “monetary slingshot,” where currency devaluation occurs while falling prices temporarily obscure its effects.
Over time, he argued, additional money creation would weaken the U.S. dollar and strengthen scarce assets.
Bitcoin Slides as US Jobs Revision Shakes Market Confidence
Bitcoin’s recent decline followed a sharp shift in economic expectations after US authorities revised last year’s employment data lower by nearly 900,000 jobs.
While January payrolls showed a modest gain of 130,000 positions, the large adjustment undermined confidence in earlier reports and unsettled financial markets.
Investors reacted less to the weak headline figure and more to the reliability of the data itself, as uncertainty tends to weigh heavily on risk assets.
The change quickly rippled across markets. US Treasury yields rose, with the 10-year moving from about 4.15% to 4.20%, while expectations for a March interest-rate cut dropped sharply from 22% to 9%.
Derivatives activity also intensified, with large traders increasing hedging positions against further downside.
Analysts noted that preliminary labor estimates, including statistical models used during economic transitions, may have overstated job creation in prior readings.
For Bitcoin, the bond market remains a key signal. Higher yields typically tighten liquidity conditions, making it harder for speculative assets to recover.
Although some traders believe prices could be nearing a bottom, current market behavior suggests hesitation.
The post Pompliano Says Cooling Inflation Tests Bitcoin Investors’ Conviction appeared first on Cryptonews.
ARK Invest has returned to buying shares of Coinbase Global after trimming its position, adding roughly $15 million worth of stock across several of its actively managed exchange-traded funds (ETFs) on Friday.
The Cathie Wood-led asset manager purchased 66,545 Coinbase shares through the ARK Innovation ETF (ARKK), 16,832 shares through Next Generation Internet ETF (ARKW) and 9,477 shares through Fintech Innovation ETF (ARKF), according to the firm’s daily trade disclosures.
The buying activity coincided with a sharp surge in Coinbase stock. Shares closed the trading session at $164.32, up about 16.4% on the day, before edging higher in after-hours trading, according to data from Google Finance. The surge put the firm’s total purchase at roughly $15.2 million.
Alongside Coinbase, ARK also increased its stake in Roblox Corporation, buying shares in ARKK, ARKW and ARKF. Roblox closed near $63.17 on the New York Stock Exchange on Friday.
Related: Coinbase unveils crypto wallets designed specifically for AI agents
ARK cuts Coinbase shares across ETFs
Last week, ARK Invest reduced its exposure to Coinbase, selling about $17.4 million in Coinbase stock on Feb. 5 for the first time this year and its first reduction since August 2025.
The exchange then sold another $22 million worth of Coinbase shares across several ETFs on Feb. 6, while increasing its position in digital-asset platform Bullish.
As Cointelegraph reported, Coinbase became the top detractor across several of Cathie Wood’s ARK Invest ETFs in the fourth quarter of 2025, as a broader crypto market pullback pressured performance. Shares of Coinbase fell more sharply than both Bitcoin (BTC) and Ether (ETH) during the quarter.
Related: Coinbase bets on Backstreet Boys nostalgia in return to Super Bowl
Coinbase posts $667 million Q4 loss
Coinbase reported a net loss of $667 million in the fourth quarter of 2025, ending an eight-quarter run of profitability. Earnings per share came in at 66 cents, missing analyst expectations of 92 cents, while net revenue fell 21.5% year-over-year to $1.78 billion. Transaction revenue dropped nearly 37% to $982.7 million, although subscription and services revenue rose more than 13% to $727.4 million.
The weaker results coincided with a downturn in crypto markets. Coinbase said it generated $420 million in transaction revenue early in Q1 but expects subscription and services revenue to decline.
Magazine: Bitget’s Gracy Chen is looking for ‘entrepreneurs, not wantrepreneurs’
Crypto World
Mint Incorporation Limited Partners with Rice Robotics to Launch Physical AI Joint Venture
TLDR:
- Mint signs MOU with Rice Robotics to establish a joint venture for physical AI solutions.
- Initial investment of HK$10M aims to accelerate robotics R&D in Hong Kong and Asia.
- MIMI shares surged nearly 97% in after-hours trading following the strategic announcement.
- Joint venture plans to expand from B2B services into consumer-focused robotics markets.
Mint Incorporation Limited (NASDAQ: MIMI) has signed a non-binding Memorandum of Understanding with Rice Robotics Holdings Limited on February 9, 2026.
The agreement sets the stage for a joint venture focused on physical AI solutions across Asia. Mint will provide an initial investment of approximately HK$10 million.
Following the announcement, MIMI shares surged nearly 97% in after-hours trading, reflecting investor interest in the company’s expansion into robotics and AI.
Joint Venture to Drive Physical AI Innovation
Mint Incorporation Limited’s subsidiary, Aspiration X Limited, will lead the collaboration with Rice Robotics Holdings Limited.
The joint venture aims to develop localized robotic technologies and expand research and development capabilities in Hong Kong.
Chairman and CEO Damian Chan said, “This partnership provides a compelling response to the question, ‘Why not Hong Kong?’ Many local firms act mainly as sales channels, but together with Rice Robotics, we are building core proprietary technology here.”
The comment reflects the company’s intention to establish Hong Kong as a hub for intelligent robotics development.
Mint brings experience in Southeast Asia, including smart office solutions in Singapore and security robot deployments in Thailand and Malaysia.
Rice Robotics adds expertise in delivery robotics and a robust client base in Japan, providing a strong operational foundation for the venture.
“The partnership significantly diversifies and strengthens our robotics portfolio, allowing us to move beyond B2B into the promising B2C space—developing robots for companionship, education, and daily life, powered by our robust AI,” added Chan.
This demonstrates the companies’ aim to combine AI and robotics across both enterprise and consumer markets.
Market Reaction and Strategic Vision
MIMI shares climbed nearly 97% in after-hours trading, more than doubling from the previous close. Investors reacted positively to the announcement, signaling confidence in Mint’s expansion into physical AI.
Victor Lee, Founder of Rice Robotics, commented, “Mint’s rapid expansion in AI and robotics across Southeast Asia makes it an ideal partner. Its dedicated commercial teams and AI platform will dramatically accelerate our joint R&D and market expansion.” His statement emphasizes the operational synergy between the two companies.
Lee also noted, “We share a bold vision to build the most anticipated robotics company in Hong Kong and drive meaningful diversification in the region’s tech ecosystem.” This highlights the joint venture’s ambition to strengthen Hong Kong’s robotics presence regionally.
The collaboration targets “Physical AI”—autonomous systems capable of reasoning, planning, and acting in real-world environments.
By integrating Mint’s AI platform with Rice Robotics’ proven hardware, the joint venture plans to deliver intuitive and practical robotic solutions. The MOU remains non-binding pending the execution of formal agreements.
TLDR:
- Tether invests in Dreamcash to expand USDT0-collateralized perpetual markets globally.
- Ten equity and commodity markets, including TSLA/USDT and GOLD/USDT, are now live.
- USDT0 allows seamless transfers from centralized exchanges to Dreamcash wallets.
- Dreamcash launches $200K weekly incentive program to encourage USDT trading adoption.
Dreamcash has received a strategic investment from Tether to expand USDT-quoted RWA perpetual markets on Hyperliquid.
Through its operating entity, Supreme Liquid Labs, Dreamcash launched the first USDT0-collateralized HIP-3 perpetual markets. Ten markets, including USA500/USDT, TSLA/USDT, and NVDA/USDT, are now live.
The initiative allows millions of retail traders to access equity and commodity perpetuals directly using USDT without changing their preferred trading setup.
Tether Invests to Enable USDT0 Markets
Dreamcash confirmed the investment via its official channel, noting Tether’s role in supporting broader retail access.
“This investment from Tether validates what we’ve been building; a trading experience that meets retail users where they are,” said Marco van den Heuvel, emphasizing the strategic importance for retail traders.
The first HIP-3 markets collateralized with USDT0 leverage LayerZero’s OFT standard. Since January 2025, USDT0 has processed over $50 billion in transfers across 15 networks, offering fast cross-chain liquidity.
USDT0 maintains a 1:1 peg with USDT through a lock-and-mint system. Traders can move funds seamlessly from centralized exchanges to non-custodial wallets in Dreamcash, preserving stablecoin exposure.
The investment underlines a shared goal of making on-chain trading accessible to retail users holding USDT.
Dreamcash noted that millions of traders who already use USDT for margin trading can now participate in Hyperliquid markets without converting their assets.
Equity and Commodity Perpetuals Live on Dreamcash
Dreamcash now offers equity and commodity perpetuals, including TSLA/USDT, NVDA/USDT, MSFT/USDT, GOOGL/USDT, AMZN/USDT, META/USDT, HOOD/USDT, INTC/USDT, GOLD/USDT, and SILVER/USDT.
Liquidity for these markets is provided by Selini Capital. According to the announcement, the collaboration ensures tight spreads, consistent fills, and reliable execution quality for retail traders.
To encourage adoption, Dreamcash will introduce a $200,000 weekly incentive program for CASH markets using USDT. Traders will earn rewards proportional to their share of total USDT trading volume during the initial launch period.
Marco van den Heuvel explained the practical benefits of the launch: “With USA500, TSLA, NVDA, and many others now live, traders can finally access equity perpetuals using the stablecoin they already hold, removing a barrier that has kept mainstream traders on centralized platforms.”
The USDT0-collateralized markets position Dreamcash as a bridge for millions of traders to enter Hyperliquid’s onchain ecosystem.
By combining a mobile-first interface with institutional-grade liquidity, Dreamcash delivers accessible and seamless trading for global retail participants.
Lawmakers in the Netherlands have taken a major step toward reshaping how digital assets are taxed.
The country’s House of Representatives voted Thursday to advance legislation introducing a 36% capital gains tax on savings and most liquid investments, including cryptocurrencies.
Key Takeaways:
- Dutch lawmakers advanced a 36% tax on savings, equities and crypto, including unrealized gains.
- Critics warn the proposal could trigger investor relocation and capital outflows.
- The bill still requires Senate approval before a planned 2028 implementation.
The proposal cleared the chamber comfortably, receiving 93 votes, well above the 75 required to move forward, according to the official tally.
Netherlands Targets Unsold Crypto Profits in New Tax Proposal
If adopted, the measure would apply broadly. Bank savings, crypto holdings, most equities and returns generated from interest-bearing instruments would all fall under the levy.
Notably, the tax would be assessed regardless of whether investors actually sell their assets, meaning unrealized gains could still be taxed.
The Dutch Senate must still approve the bill before it can become law. Implementation is targeted for the 2028 tax year, but reaction from investors has already been swift.
Critics argue the policy risks pushing wealth out of the country. Some investors warn that higher-net-worth individuals could relocate to jurisdictions with lighter tax regimes, particularly within the European Union where cross-border movement is relatively straightforward.
Entrepreneur Denis Payre pointed to historical precedent, saying France experienced a wave of business departures after imposing similar policies in the late 1990s.
Crypto analyst Michaël van de Poppe was even more blunt, calling the plan deeply misguided and predicting significant relocation by investors.
Financial projections circulating among market participants illustrate the concern. According to data shared by Investing Visuals, an investor starting with €10,000 and contributing €1,000 monthly over 40 years could accumulate roughly €3.32 million without the tax.
Under the proposed 36% levy, the ending value would drop to about €1.885 million, a reduction of roughly €1.435 million.
The debate echoes similar disputes elsewhere. In the United States, technology leaders and crypto industry figures pushed back strongly against California’s proposed wealth tax on billionaires, with some entrepreneurs openly discussing relocation.
While supporters argue the Dutch plan modernizes taxation across financial assets, opponents say it could discourage long-term investment and weaken the country’s position as a destination for fintech and digital asset businesses.
The Senate’s decision will determine whether the proposal becomes one of Europe’s strictest crypto tax regimes.
Dutch Indirect Crypto Investments Hit €1.2B
As reported, Dutch exposure to cryptocurrency through financial securities has grown rapidly over the past five years, reaching about €1.2 billion by October 2025, according to De Nederlandsche Bank (DNB).
The increase largely reflects rising prices of major digital assets rather than a surge of new investor money.
Holdings stood at roughly €81 million at the end of 2020, showing how valuation gains have expanded crypto-linked investments across households, institutions and companies.
Despite the jump, direct ownership of cryptocurrencies remains relatively limited for many investors.
Even with the growth, crypto securities represent only about 0.03% of the Netherlands’ overall investment market, indicating traditional assets still dominate portfolios.
Last year, Dutch crypto firm Amdax raised €30 million ($35 million) to launch Amsterdam Bitcoin Treasury Strategy (AMBTS), a dedicated Bitcoin treasury company that plans to accumulate up to 1% of the total BTC supply, or roughly 210,000 Bitcoin.
The post Dutch Lawmakers Advance 36% Capital Gains Tax on Crypto appeared first on Cryptonews.
TLDR:
- Injective INJ lost 90% as market cap fell from $4B to $300M due to weak fundamentals.
- Total value locked remained under $100M, failing to support previous market hype.
- Price failed to reclaim $10 breakout level, signaling structural trend weakness.
- Large protocol wallets reduced circulating liquidity, increasing volatility and pressure on INJ.
Injective (INJ) has experienced a steep decline, losing nearly 90% of its market value. The token’s market cap dropped from almost $4 billion in 2024 to around $300 million today.
Early hype around on-chain derivatives, fast execution, and new integrations fueled a vertical price surge. However, underlying fundamentals such as total value locked (TVL) and trading activity did not grow at the same pace, leading to structural weaknesses that became evident over time.
Rapid Valuation and Price Structure Shifts
During 2024, Injective’s market cap approached $4 billion while TVL remained under $100 million, according to a report by Our Crypto Talk.
The gap between valuation and actual capital suggested the market was pricing in significant future growth. Investor attention focused on derivatives and integration narratives rather than tangible ecosystem adoption.
The token’s price rallied sharply, creating a vertical move that often signals overextension. When market risk appetite slowed, the price faced pressure as participants questioned whether usage and capital were sufficient to support such a high valuation.
In late 2025, INJ attempted to reclaim its previous $10 breakout level. The attempt failed, showing that buyer conviction was weakening.
Technical indicators, including the RSI, did not regain strength, and the trend channel continued downward. The failed breakout signaled a structural shift, with previous support zones now acting as resistance.
Price behavior reflected not just a temporary dip but a broader market reassessment. When a token cannot hold key technical levels, it indicates that participants are hesitant to enter at higher prices, resulting in a sustained decline.
TVL Limitations and Supply Concentration
Injective’s TVL never matched its market hype. At a nearly $4 billion market capitalization, TVL remained under $100 million, highlighting limited capital adoption.
Competing chains offered deeper liquidity and lower fees, attracting more participants. Without a strong TVL foundation, price momentum was harder to maintain, making the market correction inevitable.
Supply concentration also added downward pressure. A wallet labeled “Peggy Bridge Proxy” holds roughly $248 million of INJ, representing a large portion of the total market cap.
Although the wallet is protocol-related, its presence reduces effective circulating liquidity, making the token more sensitive to market movements.
Thin tradable supply contributes to higher volatility and faster drawdowns. It also complicates recovery because fewer tokens are available for market participants to absorb buying or selling pressure.
At its current $300 million valuation, INJ’s recovery would require meaningful TVL growth, increased derivatives volume, and broader participation beyond structured wallets.
Reclaiming previous technical levels would further indicate a healthier market structure and renewed investor confidence.
This reset in expectations may provide a clearer foundation for future growth if underlying metrics improve.
Crypto World
Stablecoin Yield Debate: The Digital Chamber Outlines Principles to Preserve DeFi Liquidity
TLDR:
- TDC urges retaining Section 404 exemptions to maintain DeFi liquidity and LP pairs.
- Stablecoins should remain viable payment instruments without disrupting the ecosystem.
- Firms must disclose that DeFi yields are not equivalent to traditional bank interest.
- Deposit impact studies will assess how stablecoins interact with insured U.S. banks.
Stablecoin yield debate is now a central topic in U.S. digital finance policy as The Digital Chamber (TDC) released principles to guide lawmakers.
The organization emphasized the need to preserve stablecoins as payment instruments while protecting liquidity in decentralized finance (DeFi) markets.
TDC’s guidance aims to maintain the role of dollar-denominated stablecoins, support innovation, and provide a structured, data-driven framework for assessing their effect on deposits and banking activity.
TDC shared its guidance on X, stating, “Today, The Digital Chamber is releasing principles to help illuminate the path forward on the stablecoin yield debate so that the U.S. can move forward in advancing a durable market structure bill.”
The post also acknowledged ongoing collaboration with the White House and Senate Banking Committee staff.
Preserving Section 404 Exemptions to Support DeFi
TDC addressed Section 404 of the Senate Banking Committee’s draft market structure bill, which prohibits interest or rewards for merely holding payment stablecoins.
The organization stressed that exemptions (E) and (F) are essential to maintaining DeFi operations and liquidity provision.
“Without exemptions (E) and (F), legislation could significantly impair U.S. dollar denominated stablecoins currently deployed in DeFi protocols and as liquidity provider pairs,” the Chamber noted.
The principles explain that U.S. dollar stablecoins currently serve as critical components of LP pairs on decentralized exchanges.
Removing these exemptions could shift activity toward foreign jurisdictions and reduce U.S. oversight. “Eliminating these provisions would severely undermine dollar dominance in the digital asset ecosystem,” TDC warned.
TDC also highlighted the importance of compensating liquidity providers who facilitate trading. According to the statement, banning such rewards could increase user exposure to impermanent loss. Exemptions allow users to continue pairing assets with trusted dollar-denominated stablecoins safely.
The organization concluded that retaining Section 404 exemptions protects existing market participants while fostering innovation.
By maintaining these clauses, the U.S. can safeguard financial infrastructure and its position in digital asset markets.
Enforcement and Deposit Impact Considerations
Enforcement and disclosure are key components of TDC’s framework. The Chamber recognized concerns from financial institutions regarding community banking and main street lending.
“Assuming exemptions (b)(2)(E) and (b)(2)(F) are retained, we concur that no person shall circumvent a direct or indirect yield prohibition,” the statement read.
TDC emphasized the importance of clear disclosure. Firms offering rewards in DeFi must clarify that any yield earned is not comparable to traditional bank interest. This ensures transparency and regulatory compliance.
Section 404 also mandates a “deposit impact” study two years after enactment. “We support the requirement present in Section 404… that regulators submit a study examining the benefits of increased payment stablecoin activity and its impact on deposits at insured depository institutions,” TDC said.
The Chamber further expressed support for initiatives like the Main Street Capital Access Act, highlighting the synergy between blockchain technologies and community banking infrastructure.
These principles aim to guide lawmakers in advancing balanced stablecoin legislation while protecting innovation.
Trump Media & Technology Group, via its Truth Social Funds unit, has moved to offer crypto-focused exchange-traded vehicles registered with the U.S. Securities and Exchange Commission. The filings outline a plan to launch two crypto ETFs tied to major digital assets, along with a Cronos-based yield vehicle designed to capture staking income. The actions mark a notable step in a celebrity-backed enterprise expanding into asset management and crypto markets, with the SEC still reviewing the registrations. The funds are to be developed in partnership with Crypto.com, which would provide custody, liquidity, and staking services if regulators approve the products. Yorkville America Equities would act as investment adviser, and investors would access the funds through Foris Capital US LLC, bearing a 0.95% management fee.
Key takeaways
- The Truth Social Funds propose a Bitcoin (CRYPTO: BTC) and Ether (CRYPTO: ETH) ETF designed to mirror the combined performance of the two largest cryptos and include staking rewards for Ether.
- A third fund, the Truth Social Cronos Yield Maximizer ETF, targets Cronos (CRYPTO: CRO) and would incorporate staking income from the CRO token.
- The partnerships with Crypto.com and Yorkville America Equities place custody, liquidity, and advisory services at the center of the rollout, contingent on SEC approval.
- Investors would access the ETFs via Foris Capital US LLC, with a proposed 0.95% management fee on assets under management.
- Past disclosures show Truth Social’s broader crypto ambitions, including earlier deals to create “Made in America” ETFs and a treasury-pooling arrangement tied to CRO; these efforts set the backdrop for the current filings.
- The move comes as the crypto ETF landscape has faced mixed flows, with spot Bitcoin ETFs recently experiencing weeks of outflows amid ongoing regulatory scrutiny.
Tickers mentioned: $BTC, $ETH, $CRO
Sentiment: Neutral
Market context: The filings arrive as crypto ETF development continues to unfold against a backdrop of tightening regulation and selective appetite for crypto-linked vehicles. In recent weeks, spot Bitcoin ETFs have posted net outflows, underscoring cautious investor sentiment even as interest in regulated crypto exposure remains intact in other corners of the market.
Why it matters
The new proposals signal a cautious but strategic expansion of a media brand into asset management, seeking to monetize crypto exposure for investors who want regulated access to digital assets. By pairing Bitcoin and Ether with staking considerations, the funds aim to offer both price appreciation potential and income features, a combination that could appeal to investors seeking a balanced crypto allocation within traditional portfolios. The structure—employing Yorkville America as adviser and Crypto.com for custody and liquidity—highlights a model where traditional financial rails intersect with on-chain capabilities, potentially smoothing investor onboarding if approvals come through.
Historically, Trump Media’s crypto ambitions have traversed partnerships beyond simple trading products. Earlier moves included talks around “Made in America” ETFs and a treasury collaboration with Crypto.com to accumulate CRO, signaling a longer-term thesis on aligning the issuer with scalable crypto ecosystems. If the SEC approves the current filings, these products would not only broaden the firm’s product lineup but also test the appetite of mainstream investors for regulated crypto exposure linked to a recognizable brand. The CRO angle, in particular, ties the product suite to Crypto.com’s Cronos chain, a network that has sought broader adoption through staking and DeFi integrations.
Market context matters for framing the potential impact of these filings. While the crypto market has benefited from ongoing institutional attention, regulators remain a decisive gatekeeper. The sector has seen pockets of inflows and outflows depending on regulatory signals, macro risk sentiment, and the perceived robustness of custody solutions. The latest data show spot Bitcoin ETFs experiencing persistent outflows over several weeks, reinforcing the idea that even as regulated vehicles grow, investor caution can persist in periods of policy ambiguity. In this environment, a well-structured product with institutional partners could provide a bridge for investors seeking regulated crypto exposure with a familiar framework.
What to watch next
- SEC review and potential approval timeline for the Truth Social Funds’ registrations.
- Regulatory clarity on custody, staking, and ETF structure for crypto assets in the United States.
- Progress of the Crypto.com custody and liquidity arrangements if approvals are granted.
- Any updates on the Foris Capital US LLC platform accessibility and investor onboarding processes.
- Follow-up disclosures on the performance and governance of the two crypto ETFs and the CRO-focused Yield Maximizer ETF once launched.
Sources & verification
- Truth Social Funds files registration statement for two digital asset ETFs. PR Newswire, which announced the SEC filing.
- Trump Media inks deal with Crypto.com for Made in America ETFs (historical context). Cointelegraph.
- Trump Media Company Crypto.com treasury deal (historical context). Cointelegraph.
- Spot Bitcoin ETF fund flows and outflows data. SoSoValue.
Trump-affiliated funds seek crypto ETF exposure to BTC, ETH and CRO
Trump Media & Technology Group, via its Truth Social Funds arm, has filed with the U.S. Securities and Exchange Commission to launch two crypto-focused exchange-traded funds and a Cronos-based yield vehicle. The proposed Bitcoin (CRYPTO: BTC) and Ether (CRYPTO: ETH) ETF would aim to mirror the combined performance of the two largest cryptos by market capitalization while also capturing staking rewards generated by Ether. A Cronos (CRYPTO: CRO) Yield Maximizer ETF would pursue a similar approach for Crypto.com’s native token, including staking income. The filings are not yet effective and remain under SEC review.
The proposals outline a multi-asset strategy designed to provide investors with both capital appreciation and income opportunities within a regulated framework. Yorkville America Equities would serve as investment adviser for both funds, while Crypto.com is positioned to supply custody, liquidity, and staking services should regulators approve the products. Access to the ETFs would be provided through Foris Capital US LLC, and each product is expected to carry a 0.95% management fee.
In a broader sense, the filings reflect an ongoing push by Truth Social’s financial arm to expand beyond its social platform into crypto-market infrastructure. The company has, in the past, pursued partnerships that would blend digital assets with traditional securities, including a set of “Made in America” ETFs and a treasury collaboration with Crypto.com to accumulate CRO—an initial purchase of about 684.4 million CRO valued at roughly $105 million through a mix of stock and cash. The evolution from partnership announcements to formal ETF registrations suggests a disciplined step toward regulated crypto exposure, with the emphasis on custody and staking services designed to address investor risk concerns.
From a market perspective, the timing of these filings aligns with a phase where regulated crypto products remain aspirational for some investors but seem increasingly plausible for others. The sector has experienced churn in flows as liquidity, risk appetite, and regulatory signals shift. The latest spot-Bitcoin ETF data show a streak of net outflows, signaling continued investor caution even as institutions increasingly discuss and consider regulated routes to crypto exposure. As the SEC reviews the Truth Social Funds’ proposals, observers will be watching not only for approval decisions but also for how these products handle custody, staking, and distribution through existing broker-dealer channels.
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