249.16K
1.00M
2024-05-20 07:00:00 ~ 2024-06-20 11:30:00
2024-06-20 16:00:00
Total supply1.00B
Resources
Introduction
LayerZero is an omnichain interoperability protocol designed for lightweight message passing across chains. LayerZero provides authentic and guaranteed message delivery with configurable trustlessness. It is a "blockchain of blockchains" that enables other blockchain networks to communicate directly and in a trustless manner.
Back to the list ADA at $0.28: Key Level to Watch for Cardano Now u.today 41 m Cardano saw profit-taking on Monday after a rally over the weekend led its price to $0.30. Cardano rose for three days straight from Feb. 12 to 14 to reach a high of $0.301 on Feb. 15 before it retreated. The weekend rally followed that of the broader crypto market as investors reacted to a cooler-than-expected U.S. inflation print and signs of renewed risk appetite. The Consumer Price Index for January rose 2.4% year-over-year, just below the forecast 2.5%. The rise also followed a week of major announcements for the Cardano ecosystem. Cardano founder Charles Hoskinson announced at the recent Consensus event that USDCx stablecoin will launch on Cardano by the end of February. In a separate announcement, LayerZero, a multichain messaging protocol connecting over 160 blockchains with $200 billion in cross-chain volume, will be integrated with Cardano and its ecosystem. This marks another huge step for Cardano's interoperability, with the integration unlocking the largest cross-chain connectivity expansion in Cardano’s history. This is expected to open the pathway to stablecoin liquidity, Bitcoin-backed assets, tokenized real-world assets and shared DeFi infrastructure across the broader crypto ecosystem. $0.244 most important support According to Alicharts, $0.244 is the most important support level for Cardano as the market faces uncertainty. $0.244. That’s the most important support level for Cardano $ADA. pic.twitter.com/PsAHaVACRL — Ali Charts (@alicharts) February 15, 2026 Currently, Cardano is trading in red as the crypto markets fell on Monday ahead of a packed week of economic data. In the last 24 hours, liquidations across the market have reached $280 million, according to CoinGlass data. At the time of writing, $ADA was down 1.02% in the last 24 hours to $0.281. Traders are preparing for a busy week of macroeconomic events, including Fed minutes and the core PCE inflation report. The minutes of the January Fed meeting are expected as well as the release of the Fed's preferred inflation gauge, the core personal consumption expenditures price index (PCE), for fresh positioning signals. Latest news Developers of This Altcoin Allegedly Dumped a Large Amount of Tokens on Binance en.bitcoinsistemi.com 26 m Bitcoin is not acting like "digital gold" because real gold and USD correlations collapsed toward zero cryptoslate.com 26 m Wall Street is out of cash to "buy the dip" but $7.7T could rotate into Bitcoin if prices stay beaten down cryptoslate.com 31 m Bitcoin has 6 weeks to avoid 2026 being the most bearish period in history - one price matters now cryptoslate.com 46 m XRPL holds 63% of this T-bill token supply but barely any of the trading, and that’s a problem cryptoslate.com 50 m Bitcoin Consolidates Above $69,000 as $71,000 Emerges as Key Resistance news.bitcoin.com 55 m Top 5 Cryptocurrencies
This year has been a tough ride for Cardano (ADA) investors, as weakening retail participation collides with renewed development activity and aggressive accumulation by large holders. While on-chain data points to growing long-term conviction, market sentiment around ADA remains fragile, leaving the asset caught between technical pressure and ecosystem expansion efforts. var rnd = window.rnd || Math.floor(Math.random()*10e6); var pid607465 = window.pid607465 || rnd; var plc607465 = window.plc607465 || 0; var abkw = window.abkw || ''; var absrc = 'https://servedbyadbutler.com/adserve/;ID=172179;size=0x0;setID=607465;type=js;sw='+screen.width+';sh='+screen.height+';spr='+window.devicePixelRatio+';kw='+abkw+';pid='+pid607465+';place='+(plc607465++)+';rnd='+rnd+';click=CLICK_MACRO_PLACEHOLDER'; document.write(' '); if (!window.AdButler){(function(){var s = document.createElement("script"); s.async = true; s.type = "text/javascript";s.src = "https://servedbyadbutler.com/app.js";var n = document.getElementsByTagName("script")[0]; n.parentNode.insertBefore(s, n);}());} var AdButler = AdButler || {}; AdButler.ads = AdButler.ads || []; var abkw = window.abkw || ""; var plc366606 = window.plc366606 || 0; (function(){ var divs = document.querySelectorAll(".plc366606:not([id])"); var div = divs[divs.length-1]; div.id = "placement_366606_"+plc366606; AdButler.ads.push({handler: function(opt){ AdButler.register(172179, 366606, [728,90], "placement_366606_"+opt.place, opt); }, opt: { place: plc366606++, keywords: abkw, domain: "servedbyadbutler.com", click:"CLICK_MACRO_PLACEHOLDER" }}); })(); Cardano sits at #11 trading near $0.28 after a sharp correction from January highs above $0.44. The price structure reflects broader cooling across the market, with declining derivatives activity and cautious trader positioning reinforcing analysts’ description of a “survival mode” environment for the token. ADA's price trends to the downside on the daily chart. Source: Market Fatigue Weighs on Cardano (ADA) Price Momentum Cardano founder Charles Hoskinson recently warned that the crypto market could face another 90 to 180 days of slow conditions, citing retail exhaustion following years of market shocks, including exchange failures, regulatory uncertainty, and repeated speculative cycles. var rnd = window.rnd || Math.floor(Math.random()*10e6); var pid607472 = window.pid607472 || rnd; var plc607472 = window.plc607472 || 0; var abkw = window.abkw || ''; var absrc = 'https://servedbyadbutler.com/adserve/;ID=172179;size=0x0;setID=607472;type=js;sw='+screen.width+';sh='+screen.height+';spr='+window.devicePixelRatio+';kw='+abkw+';pid='+pid607472+';place='+(plc607472++)+';rnd='+rnd+';click=CLICK_MACRO_PLACEHOLDER'; document.write(' '); if (!window.AdButler){(function(){var s = document.createElement("script"); s.async = true; s.type = "text/javascript";s.src = "https://servedbyadbutler.com/app.js";var n = document.getElementsByTagName("script")[0]; n.parentNode.insertBefore(s, n);}());} var AdButler = AdButler || {}; AdButler.ads = AdButler.ads || []; var abkw = window.abkw || ""; var plc452518 = window.plc452518 || 0; (function(){ var divs = document.querySelectorAll(".plc452518:not([id])"); var div = divs[divs.length-1]; div.id = "placement_452518_"+plc452518; AdButler.ads.push({handler: function(opt){ AdButler.register(172179, 452518, [728,90], "placement_452518_"+opt.place, opt); }, opt: { place: plc452518++, keywords: abkw, domain: "servedbyadbutler.com", click:"CLICK_MACRO_PLACEHOLDER" }}); })(); Derivatives data support this cautious outlook. Open interest in ADA futures has dropped to roughly $447 million, alongside declining trading volumes, signaling reduced conviction among traders. Funding rates have also turned negative, suggesting bearish sentiment is building in leveraged markets. Technically, ADA is testing key support levels. The token continues to defend an ascending trendline formed after February’s lows near $0.22, while resistance remains clustered around the $0.29–$0.30 region. Analysts note that repeated tests of support increase the risk of breakdown, potentially exposing downside targets near $0.25 if selling pressure intensifies. Despite the weakness, higher-low formations and stabilization above short-term moving averages leave room for recovery should broader market sentiment improve. var rnd = window.rnd || Math.floor(Math.random()*10e6); var pid607473 = window.pid607473 || rnd; var plc607473 = window.plc607473 || 0; var abkw = window.abkw || ''; var absrc = 'https://servedbyadbutler.com/adserve/;ID=172179;size=0x0;setID=607473;type=js;sw='+screen.width+';sh='+screen.height+';spr='+window.devicePixelRatio+';kw='+abkw+';pid='+pid607473+';place='+(plc607473++)+';rnd='+rnd+';click=CLICK_MACRO_PLACEHOLDER'; document.write(' '); if (!window.AdButler){(function(){var s = document.createElement("script"); s.async = true; s.type = "text/javascript";s.src = 'https://servedbyadbutler.com/app.js';var n = document.getElementsByTagName("script")[0]; n.parentNode.insertBefore(s, n);}());} var AdButler = AdButler || {}; AdButler.ads = AdButler.ads || []; var abkw = window.abkw || ''; var plc452519 = window.plc452519 || 0; (function(){ var divs = document.querySelectorAll(".plc452519:not([id])"); var div = divs[divs.length-1]; div.id = "placement_452519_"+plc452519; AdButler.ads.push({handler: function(opt){ AdButler.register(172179, 452519, [728,90], 'placement_452519_'+opt.place, opt); }, opt: { place: plc452519++, keywords: abkw, domain: 'servedbyadbutler.com', click:'CLICK_MACRO_PLACEHOLDER' }}); })(); Whales Step In as Retail Interest Declines While retail demand fades, large holders appear to be taking the opposite approach. On-chain data shows wallets holding between 10 million and 100 million ADA accumulated more than 220 million tokens, valued at over $61 million, during the recent price dip. The Mean Coin Age metric has reached a three-month high, indicating long-term holders are largely refraining from selling. Historically, this combination of whale accumulation and reduced token movement can tighten circulating supply and help establish price floors during downturns. Some analysts argue that February’s lows could represent a longer-term entry zone if market conditions stabilize, though they caution that historical rebounds do not guarantee future performance. DeFi Expansion Plans Aim to Shift Narrative Beyond price action, Cardano is advancing with ecosystem upgrades to strengthen its decentralized finance (DeFi) ecosystem. The network plans to launch USDCx, a USDC-backed stablecoin intended to address liquidity shortages that have limited DeFi growth on the chain. In parallel, Cardano is integrating the LayerZero interoperability protocol, enabling connections to more than 140 blockchain networks, including Ethereum and Solana. The move is expected to expand cross-chain liquidity access and attract developers seeking broader user bases. Development activity remains high, with hundreds of repository updates focused on wallet improvements, cross-chain communication, and network infrastructure. However, market reaction has so far remained muted, suggesting investors are waiting for measurable adoption rather than announcements alone. Cover image from ChatGPT, ADAUSD chart on Tradingview
IOTA was represented at the World Crypto Forum in South Korea last week where founder Dominik Schiener took to the stage and conducted interviews. Tier 1 Korean financial institutions got a private introduction to the TWIN global digital trade infrastructure on the sidelines. Last week, the crypto industry gathered in the city of Seoul in South Korea to discuss how to bridge digital assets to mainstream finance at the World Crypto Forum. IOTA was one of the projects represented at the event, with founder Dominik Schiener leading a team from the IOTA Foundation. The inaugural event, held on Feb. 11 and 12 brought together thousands of attendees from across Asia and beyond, with speakers including WLFI’s Eric Trump, a16z crypto COO Anthony Albanese, Injective’s Andrew Kang and LayerZero’s Alex Lim. Schiener also took to the stage on the second day of the event to discuss how IOTA bridges the trillion dollar gap with on-chain global trade. The session was moderated by Kim Jina, the network’s head of ecosystem. 설날 (Korean New Year week) starts today 🇰🇷🎉. 새해 복 많이 받으세요! Coming off a strong weekend in Seoul, we were on the ground at World Crypto Forum connecting with leading Korean institutions and sharing how @TWINGlobalOrg can unlock real-world adoption on IOTA⤵️ pic.twitter.com/urzDGL0IM8 — IOTA (@iota) February 16, 2026 Schiener commended the event, the attendees and the organizers, adding that there was “such a positive energy there, with deep support from the Blue House and large enterprises and financial institutions committed to building on crypto.” IOTA Pitches TWIN as the Ultimate Solution for Global Trade In his session, Schiener told the attendees: IOTA is building a kind of highway, and by utilizing blockchain, you can verify the source and authenticity of data, which can greatly benefit cross-border business. The main product he discussed was TWIN. As CNF reported earlier this month, TWIN went live on UK borders in a pilot project through a partnership with Teesside University. Days earlier, the project had released Version 1.0 which standardized data exchange on open protocols, boosting transparency and data sovereignty. To illustrate the efficiency that blockchain can unlock, Schiener gave the example of a mining company in Rwanda that has been paying 20% interest on financing from local banks. Now, through TWIN, it tokenizes warehouse receipts and ownership, enabling the company to access instant funding in the form of stablecoins, backed by real-world assets. He added: In Kenya, we’ve also completed an experiment connecting 34 government systems with IOTA to secure and verify data. If everything—trade documents, invoices, sales—is tokenized, trust will increase and trade barriers will disappear. On the sidelines, the IOTA Foundation organized a private side-event with Tier 1 Korean financial institutions where it offered them a deeper look into TWIN and how it’s changing global trade. “We have a deep commitment to Korea and will move forward to connect the country onchain and bring forth a new wave of crypto adoption and acceptance,” Schiener added. IOTA trades at $0.0687, dropping 3.4% in the past day.
The crypto market is preparing for a major supply event over the next seven days, with more than $321 million worth of tokens scheduled to unlock, according to Tokenomist data. These releases include both large one-time cliff unlocks and gradual linear unlocks, events that traders monitor because increases in circulating supply can influence short-term price movements. The upcoming token unlocks arrive at a time when the broader crypto market is already under pressure. The total market capitalization has slipped to around $2.35 trillion. Top cryptocurrencies are also trading lower in recent sessions, with Bitcoin near $68,500, Ethereum around $1,970, and XRP close to $1.46. Among the largest one-time releases, LayerZero (ZRO) will unlock approximately 25.7 million tokens valued at about $45 million, representing nearly 6% of its adjusted released supply. Other large cliff unlocks include YZY, Arbitrum (ARB), and KAITO, together adding tens of millions of dollars in additional supply entering the market during the week. Alongside single-event releases, several projects will distribute tokens gradually through linear unlock schedules, which release supply daily. The biggest of these includes RAIN, with unlocks valued at over $93 million, followed by Solana (SOL), CC, TRUMP, RIVER, Worldcoin (WLD), Dogecoin (DOGE), and ASTER. Even though these unlocks are spread over time, their combined effect can still influence liquidity and trading sentiment. The schedule shows token unlocks nearly every day, including releases for Arbitrum (ARB), zkSync (ZK), KAITO, LayerZero (ZRO), Wormhole (W), Quai Network (QUAI), Immutable X (IMX), and several smaller projects. Individual releases range from a few hundred thousand dollars to tens of millions, contributing to the overall increase in circulating supply. (adsbygoogle = window.adsbygoogle || []).push({}); the week also includes several industry updates. Belgium’s KBC Bank is preparing to launch regulated crypto trading services starting February 16, while various projects are holding public sales, governance announcements, and ecosystem events. Macro-economic updates, including U.S. Federal Reserve meeting minutes and economic data releases, could also influence broader market sentiment during the same period. Experts say that token unlocks do not always lead to immediate price declines, but they often increase short-term volatility as early investors, teams, or ecosystem participants gain access to newly tradable tokens.
As debate over AI capital expenditures heats up, Cathie Wood attributes the rapid and dramatic fluctuations in the US stock market to a chain reaction of algorithmic selling. On February 14 local time, ARK Invest CEO and CIO Cathie Wood stated in her video series "ITK" that recent market volatility has been driven more by programmatic trading rather than equivalent changes in fundamentals. She said at the beginning of the program: “This round of volatility is mostly ‘manufactured’ by algorithmic trading. Algorithms don’t do research like we do.” Wood said that such volatility can “scare people,” but it also creates pricing errors. “During the tariff turmoil last April, many people panicked. Those who sold then regretted it for the rest of the year.” She described the current market as “climbing a wall of worry,” and noted that such markets are often stronger. Why Algorithms “Create” Volatility The “algorithms” Wood refers to don’t judge corporate cash flows and competitive landscapes, but mechanically adjust risk exposures based on set rules. She summed up recent market features in one phrase: “Sell first, ask questions later.” From a trading mechanism perspective, programmatic strategies are often triggered by price trends, volatility, correlation, and position risk budgets: When prices fall or volatility rises, models often automatically reduce exposure to risk assets to meet preset drawdown/volatility targets; Reducing positions in itself further increases volatility and correlation, which in turn triggers more model-based selling, creating a “feedback loop”; In areas with crowded trades and high position homogeneity, this chain reaction more easily drags down both “good companies” and “bad companies” together, just as she said, “throwing out the baby with the bathwater.” She also pointed to another amplifier: the rise of technical-driven trading mindsets. “Now many people only do technical analysis.” In her view, the more people watch the same moving average or “key level,” the more likely it is to trigger stampede-like trades in the same direction. “Structural Transformation” Algorithms Can’t Understand Regarding the recent sharp volatility in tech stocks, especially software, Wood believes that the market is undergoing a technological shift from a “one-size-fits-all” SaaS model to highly customized AI agent platforms. In this process, it’s inevitable that traditional SaaS will come under pressure, but the market is overreacting. “Anyone who sells at this moment will regret it.” Wood bluntly stated in the video: “Most of the current volatility is generated by algorithms. Algorithms don’t do the research we do, and this is the biggest opportunity of our lifetimes.” She explained this mechanism failure in detail: when the market perceives slowing growth in the SaaS sector, algorithmic trading tends to execute indiscriminate sell orders. Machines can’t distinguish which companies are successfully transforming into AI platforms and which will be eliminated. This mispricing, caused by a lack of in-depth fundamental research by algorithms, is precisely the opportunity for active investors. “That’s why we concentrate our positions in the stocks we have the highest conviction in. The market has given us this opportunity.” Wood said that the current market is climbing a “wall of worry,” which is usually a feature of a strong bull market. It’s Necessary for Giants to “Burn Cash”: This Is 1996, Not 1999 The market is generally worried that the “Magnificent Seven” (Mag 7) tech giants’ aggressive capital expenditures will erode cash flow, causing some traditional investors focused on free cash flow to reduce positions recently. Wood holds the opposite view. She recalled the history of the internet bubble, pointing out that the current period is not the bubble peak of 1999, but more like 1996—the early stage of the internet revolution. “If you’ve experienced the tech and telecom bubble, today’s environment is much healthier than back then.” She used a vivid comparison to illustrate the current market sentiment’s health: At the peak of the internet bubble, Jeff Bezos could say, “We’ll lose more money to invest aggressively,” and then Amazon’s stock price would surge 10% to 15%. But today it’s the opposite. “When the ‘Mag Six’ say they want to increase capital expenditures, the market punishes them—their stock prices fall rather than rise.” Wood believes this shows that investors are not in a state of irrational exuberance, but rather full of fear and doubt. “The market is climbing a ‘wall of worry,’ which is usually the most solid foundation for a long-term bull market, not a precursor to a bubble burst.” Today’s investors bear the “scar memories” left by the 2000 bubble burst, making them extremely cautious when facing new technology. “We believe Google, Meta, Microsoft, and Amazon should spend aggressively, because this is the biggest opportunity of our lifetime.” Wood rebutted the market’s shortsightedness: “The issue is, as we evolve to agentic AI and chatbots, will this steal time from traditional social media? From a shopping perspective, will our intelligent agents handle everything for us? We do need to pay attention to changes in market share, but that’s exactly where the opportunity lies.” Productivity Shocks May Pull Inflation Lower Wood extends AI’s impact to the macro level: rising productivity may alter the traditional narrative that “growth inevitably pushes up inflation.” She mentioned that productivity gains will bring the fiscal deficit/GDP ratio down and claimed that the US might achieve a surplus by the end of this presidential term (she cited late 2028 to early 2029). She even predicts “global real GDP growth of 7%-8% by the end of this decade,” and says “it might even be conservative.” She repeatedly emphasized one conclusion: “Growth does not equal inflation.” In her framework, AI-driven real growth is more likely to push inflation down through productivity, not up. She also mentioned that a rebound in the dollar would be a “powerful disinflationary force.” On inflation indicators, she especially highlighted “the most important page”: the Truflation real-time inflation index shows inflation is “breaking down,” with her reading at about 0.7% year-on-year. She also mentioned marginal changes in housing and energy: “Existing home price inflation has dropped below 1%,” new home price inflation remains negative, and rents are beginning to decline; Oil prices have seen “double-digit declines year-on-year,” which she calls a “tax cut” for consumers and businesses. Labor Market Pains and the Entrepreneurship Boom Addressing the current low consumer confidence, Wood admitted that consumers “are not happy,” mainly due to real labor market weakness and the crisis of housing affordability. “Last year’s payroll numbers were revised down by 861,000, which is roughly a reduction of 75,000 jobs per month.” Wood pointed out, explaining why consumer sentiment diverged from GDP data. However, she sees a positive side in youth unemployment figures. Although the unemployment rate for those aged 16-24 once soared, it has recently fallen below 10%. Wood believes this is not just a recovery in employment, but possibly an “Entrepreneurial Explosion” enabled by AI. “AI has become so powerful that individuals can now go out and start businesses directly.” Wood predicts that as AI tools become more widespread, a large number of highly efficient startups led by individuals or small teams will emerge, becoming another important engine of productivity growth. Full English translation of Cathie Wood’s latest video sharing: Opening and Market Volatility Analysis 00:01 Anyone who sold at this moment has regretted it. Most of the current market volatility is generated by algorithms, and algorithms don’t do deep research like we do—this is the biggest opportunity of our lifetimes. Hello everyone, I’m Cathie Wood, CEO and CIO of ARK Invest. This is a “Jobs Friday” video update—though that’s a bit of a stretch, since the jobs report was actually released on Wednesday, not today. But anyway, Friday seemed like a good day to record this video. As usual, we’ll discuss fiscal policy, monetary policy, economic conditions, and market indicators. First, I want to comment on the recently extremely volatile market environment. As you know, since ARK was founded in 2014, we’ve been talking about artificial intelligence (AI). We’ve been all-in on it from the start, and that’s when we first established a position in Nvidia. We’ve done a lot of research, and I think we’ve done a good job understanding how the environment is evolving. 01:18 In the last ad hoc “In the Know” video, I described how we anticipated that incremental market share would shift from SaaS (Software as a Service) to PaaS (Platform as a Service). Basically, this shift means you need to customize platforms to each company’s specific needs, instead of a “one-size-fits-all” SaaS model. So this change is not surprising. But the market—or rather, investors and speculators—have, as usual, thrown the baby out with the bathwater. So, as usual, we are concentrating our positions in the stocks we have the highest conviction in. As I said, most of the volatility is generated by algorithms, and algorithms don’t do the research we do. That’s why we concentrate on our highest-conviction names: the market is giving us this opportunity. That’s our view of volatility. You may remember during the tariff turmoil last April, I also said here: “Look, we think this market condition is temporary.” At the time, the market fell sharply, many people were scared, even usually calm investors who are used to volatility were shaken last year. But anyone who sold at that dramatic moment regretted it for the rest of the year. Since then, the market has rallied strongly. This market is climbing the “wall of worry.” This kind of market, which rises amid concerns, is often the strongest bull market. Although the volatility is unsettling, it’s much healthier than what we experienced during the tech and telecom bubble. During that bubble, Jeff Bezos could come out and say: “We’re losing more money because we’re investing aggressively. The internet opportunity is even bigger than we imagined.” And then the market would go up, Amazon’s stock would go up 10% to 15%. But that won’t happen today. On the contrary, now the “Mag Six” are basically saying: “We’re going to spend more money.” But investors have gotten used to these companies’ free cash flow growing steadily over the past five years or so. That is about to change. We see some more traditional investors, who mainly focus on free cash flow and margins, feeling uneasy and starting to cut positions. We don’t think that’s necessarily a good idea. We think Google, Meta, Microsoft, and Amazon should spend aggressively, because this is the biggest opportunity of our lifetimes. The issue is, as we move to agentic AI and chatbots, will this take time away from traditional social media? From a shopping perspective, will our intelligent agents do all the work online for us, causing Amazon’s take rate to decrease compared to recent years? We’ll wait and see, and will certainly watch market share changes closely, just as we accurately predicted the SaaS sector shift. Fiscal Policy: Deficits and GDP Outlook Alright, I think let’s start with the charts. I want to characterize the current environment as a macro environment similar to a period of trade turmoil, presenting huge opportunities. As I just mentioned, we’re definitely taking advantage of this volatility. Our long-term performance is built on these decisions. Let’s look at the charts. The budget deficit as a percentage of GDP once fell below 5%, but that was short-lived, until first quarter GDP data and forecasts were revised down. But we are approaching the “4 range.” Treasury Secretary Bessent’s goal is 3%. In fact, we are increasingly convinced that by the end of this presidential term (i.e., late 2028 or early 2029), we will achieve a fiscal surplus. This is because we are seeing productivity growth far exceed expectations. Some examples are just crazy, like Palantir. Its US commercial revenue grew by 142%, and I think Palantir’s sales staff actually decreased slightly. This productivity boost is astonishing—at least from a sales perspective, the increase is over 100%, even more than 140%. I think this is a mindset we all need to build, a “muscle” to exercise when we talk about how the world and companies operate. Elon Musk has thrown out some crazy numbers in his goals, and I think that’s the right mindset. Companies without this mindset will lose opportunities to more nimble competitors. We have suggested that by the end of this decade, global real GDP growth will reach 7% to 8%. Many people scoffed at this. But based on what we’re seeing, this forecast may even be too conservative. This could mean the deficit-to-GDP ratio will shrink significantly. Unless there are some foolish policies, we will turn to a surplus. The pandemic was a huge panic, which made bond markets and investors very worried. Now we’re correcting course, hopefully learning lessons, and eventually getting back to a surplus like in the 1990s—the last time a small-scale tech revolution (the internet) took place. Trade Deficit and Dollar Trends Next is another kind of deficit. In the 1970s and 80s, bond markets were very alert and focused on the “twin deficits”: one is the federal budget deficit, the other is the trade deficit. You can see what happened to the trade deficit during and after the pandemic: imports surged, we fell into a very serious deficit. As shown in the chart, this is also changing. Many in the forex market use the trade deficit to gauge the direction of the dollar. If we import much more than we export, people worry the dollar will fall. This becomes an axis in the market. As you can see, we’ve corrected this. Of course, due to tariffs and expected tariff policies, imports once plunged (due to preemptive imports), and if we’re right, now we’re seeing the opposite. The limited extent of the deficit a few months ago surprised me. If we’re right that the US will outperform expectations in real GDP growth, and US capital returns will rise due to tax cuts, deregulation, and tariffs, then we may see more import growth—not because of tariffs, but the first two reasons. We will continue to have a deficit. But we’ve never really worried about the trade deficit. Because when you look at the big picture, the other side of the trade balance (goods and services) is the capital surplus. Due to the US’s generally favorable business and capital environment, we attract funds from the rest of the world. I know people worry about the twin deficits, so I specifically talk about this. As for the trade deficit, I’ve explained why we don’t worry. On the federal deficit, we see the deficit as a percentage of GDP improving nicely. I want to describe the dollar’s trend. I know I’ve shown this chart before, and it’s another concern for outsiders. You’ll hear a lot of talk about the “end of American exceptionalism,” which may mean different things to different people. But economically, I’d say it hasn’t ended. In fact, due to the tech revolution led by the US and China, we may see an explosion in US economic activity. So I do believe the dollar will turn and move in the other direction. Of course, the dollar’s decline is mainly for political reasons. I think countries are diversifying, shifting from the dollar to gold and other currencies, but we think this will change. Given the trends in gold prices, this has reached an extreme. But look at what’s happened to the dollar. If you look at this chart, zoomed out, this isn’t a dollar collapse. If you’re a technical analyst, you’d say: “Hey, the dollar has held at expected support,” that is, the previous peak (as shown by the black line). If the dollar rises, my main point is: a rising dollar is a powerful disinflationary force. We do believe the dollar will rise and will lead to lower-than-expected inflation. Inflation, Money Supply, and Fed Policy This shows a chart comparing CPI (green line, YoY %) and M2. We are still recovering from negative M2 growth, but I think we are now stuck around 5%. As I mentioned before, we also think money velocity is starting to level off or decline. This decline or flattening will offset some of the inflation expectations associated with money growth. If you look at the green line, it seems stuck in the 2% to 3% range over the past few years. We think it will decline significantly this year. I’ve been saying this for a long time; I didn’t realize supply shocks would make inflation so sticky or last three years, which we hadn’t anticipated. But in that turbulent context, to keep it in the 2%-3% range is actually pretty good, which may support or confirm our view that inflation will decline. To give everyone a sense of monetary policy, here’s the short end of the yield curve: 2-year Treasury yields versus 3-month yields. You can see it’s still in negative territory, which means, on the margin, the Fed is not loose, actually a bit too tight. By the 10-year vs. 2-year yield indicator, it’s positive, but you can see it’s sloping downward. If the Fed eases aggressively, you’d expect this line to continue rising. If we start to see negative inflation data (which I think we will), the Fed may ease aggressively. We may have to wait for Kevin Warsh to take over to see negative inflation on a YoY basis. We know Kevin Warsh is a very disciplined economist from a monetary perspective. Hearing him say, “This AI revolution could accelerate growth in many sectors, and as monetary authorities, as long as it doesn’t create inflation, we should accommodate this real growth,” makes me very relieved. If we get negative inflation (and I think we will) and real GDP is growing rapidly, this Fed may tighten, which would be a big mistake. This Fed thinks “growth causes inflation.” Kevin Warsh is right: growth does not cause inflation. In fact, it leads to faster productivity growth, suppressing inflation. That’s the story of the magical 80s and 90s markets: real growth accelerated, inflation fell, and productivity was the main reason. Productivity and Wages Productivity is output per hour, and unit labor cost is wage growth adjusted for productivity. If you look at this chart, our current unit labor cost growth rate is about 1.2%. This is a chart many Keynesian economists have watched closely, thinking unit labor cost growth would accelerate or stay in the 5%-7% range. They didn’t predict productivity—productivity was stronger than expected; they also didn’t predict wages—wage growth was lower than expected. They learned lessons from the 60s and 70s and were left scarred. At that time, unit labor costs (as shown) soared to double digits as workers demanded higher wages to cope with soaring food and energy prices. Given the supply shocks during the pandemic, they were ready for the same thing this time. But as you can see, that didn’t happen. Any Keynesian economist has to look at this and say, “This time is different.” Even though headline data shows strong real GDP growth and low unemployment, we haven’t seen a rebound in unit labor costs. One reason is that workers haven’t made tough demands like in the 70s. Another is oil prices falling, which helps budgets on the margin. And, I think the share of union workers as a percentage of total employment has fallen below 10%, whereas in the late 70s and early 80s, it was close to a quarter. At that time, union leaders were the main force driving up hourly wages. To be clearer, if our forecast of an imminent economic boom is right, if opportunities emerge as we expect, and real growth accelerates, we don’t think we need unions. If companies use these new technologies—AI, robotics, etc.—wage growth will accelerate for a good reason: it will be a response to improved productivity for all workers. Price Trends: Real Estate, Oil, and Inflation Data Let’s talk about another reason we think inflation won’t exceed expectations. Look at real estate prices: the green line, existing home price inflation, has dropped below 1%; new home price inflation (i.e., price inflation related to new home sales) remains negative; rents are also starting to fall. These data take a long time to enter into government CPI indexes. So we think these price pressures will exert downward pressure on CPI over the next few years. We’re confident about that. Looking at oil prices, we’ve seen double-digit YoY declines. This usually happens during recessions. But now we’re seeing it globally. Of course, Saudi Arabia in the Middle East is a swing factor, and they’ve been increasing supply. I think it may be related to the political dynamics of negotiations between the Trump administration and Saudi Arabia on various matters, including defense. Here we list core CPI (purple) and core PPI (green) separately. If you look closely, you’ll see PPI inflation has exceeded CPI inflation. So those holding consumer goods company stocks may hear more about margin pressure—keep an eye out for this. This is the most important slide: Truflation (real inflation). It shows that after a few years tangled in the 2%-3% range, inflation is collapsing. As of now, the YoY reading is about 0.7%. This is a real-time indicator, monitoring 10,000 goods and services. You can see it captured the inflation peak better than CPI—it peaked near 12%, while CPI was 9%. One thing we see in the real-time data is food price inflation is falling. We’re seeing deflation in eggs and some food items that caused pain during the pandemic, which is good. But if you look at today’s food prices versus pre-pandemic levels, they’re still about 32% higher. So we think we’ll see further food price deflation—another reason inflation may turn negative. Real Economy and Consumer Sentiment On real activity, here’s the ISM manufacturing index (Purchasing Manager Index). You can see there’s been a nice rebound. We’ve described the past three years as a “rolling recession.” If you look at housing and all US manufacturing, they’ve all been below 50%. This basically indicates manufacturing has been in pain, even if technically we weren’t in a recession (as the index wasn’t negative). That’s a rolling recession. Now it seems that’s starting to change. The biggest change in this PMI is orders. The new orders index jumped from about 47 (implying contraction) to 54. Employment also increased. Although it’s not in this set of charts, another index for the service sector (not manufacturing) shows orders and employment are still above 50, but not as positive. So there are both positives and negatives. As for consumer confidence (University of Michigan data), we watch this closely. Consumers are not happy. You can talk all you want about GDP growth, or even point to the latest jobs report as evidence that all is well, but consumers aren’t buying it. Most indexes are falling, and I think the University of Michigan index shows the gloomiest (most pessimistic) consumer sentiment. Much of the fear comes from employment and affordability; even with marginal changes, consumers remain unhappy. This is one reason: look at last year’s employment revision. We got the data this week, and last year’s employment was revised down by 861,000. Think about it, that’s about 75,000 to 80,000 fewer jobs per month. At the time, many of the initial data releases were even lower than that, meaning they should have been negative. Last year was a very weak year for employment. It’s understandable that consumers are afraid about their job security. But there was some good news in the last report. We’ve been watching the 16 to 24 age group in “In the Know” for a long time, because that’s where the unemployment rate has been highest—over 12% at one point. Now you can see it’s dropped below 10%. What’s going on? It could be job improvement, or it could be that AI has become so powerful that individuals can now go out and start businesses. We think there’s a lot of entrepreneurship happening. If you look at new business formation data (which we’ll show next time), it’s growing nicely. When people are laid off or can’t find entry-level jobs, they may become consultants while building their own businesses. I do think we’ll see an explosion in entrepreneurship. We saw a chart today: if you ask CEOs, “How many of you have saved more than 8 hours a week because of AI?” the answer is about 43%. If you ask workers, only 5% say so. This may be because workers use AI to boost efficiency and then enjoy the free time. But if there’s an entrepreneurship boom, more CEOs will seek these efficiency gains. That’s another reason we expect AI proliferation to significantly boost productivity. Let’s look at a few more charts showing why consumers are uneasy. Savings rates are low, some families are living hand to mouth, unable to save due to the affordability crisis (especially housing). Their auto loan delinquencies are rising. Subprime loans (purple line) are very high relative to 2008-2009 levels. In 2008-2009, people chose to default on their mortgage before defaulting on their car loan, because there was no Uber or Lyft at the time. Today is different, which may explain why auto loan delinquencies are surging in what’s supposedly a growth environment. Also, refunds (tax refunds) are surging starting this week. We think there will be a burst by the end of March, putting money in the pockets of those living paycheck to paycheck, who may be able to save or enjoy life a bit more. Existing home sales is a shocking datapoint. I digest economic data daily and rarely get surprised, but seeing this number fall further after mortgage rates dropped 90 basis points, even hitting lows, surprised me. As I mentioned, prices are falling month-on-month, and YoY growth is only 0.9%. This is interesting—the market lacks enough confidence to buy, or rates aren’t low enough, or prices aren’t low enough. Builders now have an incentive to lower prices and continue subsidizing mortgage rates to clear inventory. If inventory can’t be cleared, that’s another reason prices will fall. Government Data Distortions and Macro Inference Before leaving economic indicators, on the employment data revision, I want to say: government statistics are so messy, inaccurate, and flawed. They were born in the industrial era, and now we’re not only in the digital era, but also in the AI era. Change is too fast, and due to the index structure, they can’t keep up. Sorry if this sounds a bit esoteric, but if employment is really much lower than initially reported, what does that mean for GDP accounting? GDP accounts are more accurate than employment indicators because GDP has another side called gross national income (GNI). This is pretty accurate in terms of cash turnover, sales reports, wage reports, all from tax records. While there are statistical differences, if fewer people are employed, it means productivity is underestimated, real GDP growth is underestimated, and—most crucially—inflation is being seriously overestimated. We think real inflation may align more with Truflation’s data (below 1%) than what government statistics show. Market Indicators: Gold, Bitcoin, and the Crypto Ecosystem Now for market indicators. The S&P 500 index relative to gold—we’re watching this. In the 1970s, this was an important warning signal (from 1966 to 1982, the S&P basically went nowhere). Of course we don’t want to enter such a period, nor do we think we will. But even with the Dow at new highs, seeing this ratio fall is a little uncomfortable. But look at the S&P 500 index relative to oil prices. In the 1970s, the S&P’s performance against oil was the same as against gold. Now it’s the opposite. This is more important, because falling oil prices are like a tax cut for consumers and businesses. We’re happy to see this decoupling. And as I’ve mentioned before, gold is a bit “over its skis.” Looking at gold’s ratio to M2, it’s never been so high, even higher than in the late 1970s (when inflation was double digits) and the Great Depression. We must admit, gold has outperformed bitcoin by a lot. Bitcoin is, in a sense, caught in a “risk-off” dynamic, with wholesale selling in some sectors—“sell first, ask questions later.” This has happened in SaaS, wealth management, and trucking brokerage. This algorithmic selling has certainly hurt bitcoin, because many people don’t treat bitcoin as a store of value or safe haven in turbulent times, the way they do gold. We don’t get this, because we think gold supply growth is accelerating, while bitcoin supply growth cannot accelerate. We’ve discussed quantum computing and concerns in the bitcoin community, especially as ETFs bring in more new holders, potentially more fragile ones. When facing risk, they sell first. Still, you can see bitcoin’s uptrend—higher highs and higher lows—hasn’t been broken. Although we broke below a certain level in 2024, the overall uptrend remains intact. Technical analysts are all watching the chart now, and you’ll find we’re right at the 2017 top, which is also a marker. There’s also support in the 20-22-23k area, when bitcoin was actually a haven for those worried about the regional banking crisis evolving into a GFC-style counterparty risk event in 2008-2009. That can’t happen to bitcoin. If you want to hedge counterparty risk, I encourage everyone to do self-custody, because ETFs now change the ownership dynamic. It’s a tough time, and I don’t like periods like this because I worry about our clients. But we use these times to buy in the crypto space. You can see everyone’s fear. I recently joined a company called LayerZero as an advisor. From a decentralized finance (DeFi) perspective, they’re trying to “go back to the future,” not compromising with Layer 2s like Ethereum, but developing an ecosystem for this new era (the agentic AI era). In this era, there will be massive machine-to-machine (M2M) transactions, needing to handle 2 million to 4 million transactions per second. Ethereum can only handle 13, Solana maybe 2,000. So in tough times, the builders in this community are hard at work. Our research is finding these new approaches, as people are starting to discuss them more in the context of the existing DeFi ecosystem. Conclusion: Comparing to the Internet Bubble Finally, I want to summarize. Unlike the tech and telecom bubble, the current opportunity is real. In that bubble, people were extremely speculative. Now, people are scared to death. As a portfolio manager in the innovation space, I prefer today’s fear and climbing the “wall of worry” to the speculative excesses of the tech bubble era. Some may say AI is experiencing a bubble, and that’s part of what the market is worried about. But we don’t think so. All our research shows we’re at a stage equivalent to 1996 in the tech or internet revolution, at a very early stage. Of course, later it went into hyperdrive and became crazy. But in 1996, Fed Chair Greenspan talked about “irrational exuberance.” That scared people, because they thought he’d tighten policy to curb speculation, but he actually said he wouldn’t do that—he’d let the market operate. Because of what happened after that, we all learned a lot of lessons. Today’s market bears these “scars” because those who experienced the tech bubble are now the veterans of our industry. They have that scar tissue or muscle memory, and as the most sophisticated investors, they say: “I want to protect my company from such risks.” I think it’s this mindset that maintains the fear and the “wall of worry.” Market volatility can be uncomfortable. But like last April, these may be important opportunities to invest in “the next big thing.” We are ready for prime time. We can see the AI explosion, and we can feel the ground shifting under our feet. I can now see and hear CEOs saying: “Wow, we have to do something about this.” So I think momentum will continue to build. Most importantly, stand on the right side of change. Thank you all, and have a great long weekend.
This week’s biggest cliff unlocks will be by Kanye West’s YZY token which will release 17% of its supply, while Kaito releases 10%. The largest linear unlock will be by RIVER at 6.4%, but RAIN’s 9.46 billion token unlock will have the highest dollar value at $93.46 million. It’s yet another week when over $300 million will hit the market in new tokens released via cliff and linear token unlocks. As CNF reported, the first week of February saw $400 million worth of tokens unlocked, with HYPE’s $304 million topping the charts. The second week welcomed $278 million, with Avalanche and Aptos as the main culprits. This week, around $320 million will hit the market in both linear and cliff unlocks, adding supply pressure to a struggling market. The sector has lost over $100 billion in the past 24 hours for a $2.34 trillion market cap, with some like XRP, Dogecoin and Monero losing over 10% of their value. According to Tokenomist, over the next 7 days, single large unlocks (greater than $5 million each) will include ZRO, YZY, ARB, and KAITO; linear large unlocks (daily unlocks greater than $1 million) will include RAIN, SOL, CC, TRUMP, RIVER, WLD, DOGE, and ASTER, with a total… pic.twitter.com/oWCnfiU8aB — Wu Blockchain (@WuBlockchain) February 16, 2026 According to the Tokenomist, cliff unlocks will amount to $109.8 million this week. LayerZero’s ZRO will add the highest dollar value to the market this week, releasing 12.7% of its circulating supply, currently valued at $43.2 million. The unlock comes at a time when the token has been getting battered. In the past 24 hours, it has shed 11% of its value to trade at $1.66 at press time for a $497 million market cap. It’s currently trading 78% below its all-time high, which it hit at the end of 2024, at $7.52. Its current circulating supply is 298 million, but its maximum supply is set at one billion tokens; the 26 million tokens entering the market this week are one of many scheduled unlocks as the project aims to have the 700 million locked tokens finally released. YZY, ARB, KAITO Unlocks YZY, the Solana-based token tied to Ye, formerly known as Kanye West, has the second-largest unlock by dollar value, releasing $20.34 million into the market. However, it tops the charts for tokens released compared to circulating supply at 17%. YZY’s 62.5 million released tokens will bring the circulating supply to 362.5 million tokens, with the hard cap set at one billion tokens. Image courtesy of Tokenomist. YZY trades at $0.3258, dipping slightly in the past day. Since its spike to $0.83 at launch, it has been steadily losing its value. At launch, the token was accused by one blockchain analytics firm of rug-pulling investors, with 11 wallets making all the money as retail lost millions of dollars. Arbitrum and Kaito are the other notable linear unlocks this week. ARB worth $10.52 million, or 1.6% of its circulating supply, will enter the market, while $10.08 million in KAITO, amounting to 13.5% of the supply will be released. On the linear side, BTC continues to dominate, with miners earning new tokens worth $35 million today alone. RAIN’s $13.2 million and SOL’s $5.78 million are the other big releases today. Cumulatively, $711 million will enter the market this week from both linear and cliff unlocks. This will be the lowest amount in unlocks for the next four weeks. The headline maker is the week of March 9, where $4.84 billion will hit the market. Image courtesy of Tokenomist.
BlockBeats News, February 16th, according to Token Unlocks data, this week ZRO, ARB, KAITO, and others will experience a one-time large token unlock, including: ZRO will unlock 25.71 million tokens on February 20th, worth approximately $44.99 million, accounting for 5.98% of the circulation; YZY will unlock 62.5 million tokens on February 17th, worth approximately $20.33 million, accounting for 17.24% of the circulation; ARB will unlock 92.65 million tokens on February 16th, worth approximately $11 million, accounting for 1.88% of the circulation; KAITO will unlock 32.6 million tokens on February 20th, worth approximately $10.16 million, accounting for 10.64% of the circulation; ZK will unlock 173 million tokens on February 16th, worth approximately $3.79 million, accounting for 3.06% of the circulation.
The Cardano blockchain ecosystem will integrate USDCx, a variant of Circles USDC stablecoin, by the end of February. On February 15, Philip DiSaro, CEO of the smart contract development firm Anastasia Labs, confirmed that USDCx will go live on the network before the end of the month. Cardano Targets Stablecoin Deficit With Upcoming USDCx Debut USDCx is a dollar-denominated stablecoin backed 1:1 by USDC held through Circles xReserve infrastructure. Circle is the issuer of USDC, the second-largest stablecoin by market capitalization. According to DiSaro, USDCx will function identically to native USDC for retail users, allowing for seamless transactions across decentralized applications. However, he noted that the asset differs slightly in its redemption mechanics compared to USDC. USDCx is functionally identical to native USDC for retail users. The literal only difference in functionality is that USDC can be redeemed directly for USD in a bank account through Circle EXCLUSIVELY by institutional partners of Circle. That means this is not possible and doesnt matter to retail users, or even DeFi power users because they are not able to do this with USDC either, DiSaro stated. Still, DiSaro emphasized that the new stablecoin retains full USDC utility for the broader Cardano ecosystem. USDCx is not scuffed USDC; it has all of the functionality that USDC has for retail. You can bridge USDCx to any CCTP enabled chain in a single transaction, which would be the same amount of transactions if we had native USDC. Anything that you can pay for with USDC in a transaction, you can pay for with USDCx in a transaction, DiSaro explained. Nonetheless, market observers have noted that the launch represents a critical infrastructure upgrade for Cardano. Notably, the Charles Hoskinson-led blockchain has historically struggled to attract the deep, stablecoin liquidity seen on rival chains such as Ethereum and Solana. Data from DeFiLlama shows it hosts less than $40 million in stablecoin supply, compared with the billions held on rivals such as Ethereum. Previous attempts to bootstrap stablecoin liquidity on Cardano have largely failed to gain traction, leaving the network at a competitive disadvantage in the decentralized finance sector. So, this move is designed to address the networks long-standing liquidity fragmentation and bolster its decentralized finance capabilities. Meanwhile, the initiative arrives as Cardano attempts to shed its reputation for isolation through an integration with LayerZero. This interoperability protocol facilitates communication between separate blockchains. By leveraging LayerZero, Cardano applications can theoretically interact trustlessly with more than 50 other networks, including Ethereum and Solana. However, investors have yet to react positively to these structural changes. BeInCryptos data shows that the networks native ADA token has declined more than 25% over the past month to a 2-year low of $0.24. It has recovered to $0.28 as of press time. This price performance reflects the broader crypto market downtrend and skepticism about the chains ability to capture market share in an increasingly crowded crypto economy.
As the crypto market recovers, Solana (SOL) has bounced from a major level trendline and momentarily reclaimed a key horizontal level. Some analysts have signaled that a retest of a crucial short-term resistance could be coming, while others have warned that a breakdown to new lows remains possible. Related Reading 15 hours ago Solana Bounces From Two-Year Trendline On Friday, Solana bounced 10.3% to break past the $85 area for the first time in three days. The cryptocurrency has been hovering between $78-$88 over the past week, briefly falling to $67 during last Thursday’s correction. SOL lost the mid-zone of its local range after recent market volatility, falling below $80 on Thursday. However, Today’s rebound has sent the altcoin above these recently lost levels, setting the stage for a potential recovery. var rnd = window.rnd || Math.floor(Math.random()*10e6); var pid607465 = window.pid607465 || rnd; var plc607465 = window.plc607465 || 0; var abkw = window.abkw || ''; var absrc = 'https://servedbyadbutler.com/adserve/;ID=172179;size=0x0;setID=607465;type=js;sw='+screen.width+';sh='+screen.height+';spr='+window.devicePixelRatio+';kw='+abkw+';pid='+pid607465+';place='+(plc607465++)+';rnd='+rnd+';click=CLICK_MACRO_PLACEHOLDER'; document.write(' '); if (!window.AdButler){(function(){var s = document.createElement("script"); s.async = true; s.type = "text/javascript";s.src = "https://servedbyadbutler.com/app.js";var n = document.getElementsByTagName("script")[0]; n.parentNode.insertBefore(s, n);}());} var AdButler = AdButler || {}; AdButler.ads = AdButler.ads || []; var abkw = window.abkw || ""; var plc366606 = window.plc366606 || 0; (function(){ var divs = document.querySelectorAll(".plc366606:not([id])"); var div = divs[divs.length-1]; div.id = "placement_366606_"+plc366606; AdButler.ads.push({handler: function(opt){ AdButler.register(172179, 366606, [728,90], "placement_366606_"+opt.place, opt); }, opt: { place: plc366606++, keywords: abkw, domain: "servedbyadbutler.com", click:"CLICK_MACRO_PLACEHOLDER" }}); })(); Amid this performance, market observer Daan Crypto Trades highlighted that the cryptocurrency has reclaimed the key $80 level, which has historically served as major resistance and support. To the trader, the Solana must hold above this area and form a base above it before “watching for a low-timeframe market structure break back to bullish.” Analyst Ali Martinez observed that sustained buying pressure could push SOL’s price toward the $88 level, not seen since the start of the week. SOL recovery targets the $88 range highs. Source: The altcoin has been unable to break above this level since last week’s breakdown, becoming a key short-term resistance area. A breakout from this level could open the door for a retest of the $90-$96 zone, where the April 2025 lows are. var rnd = window.rnd || Math.floor(Math.random()*10e6); var pid607472 = window.pid607472 || rnd; var plc607472 = window.plc607472 || 0; var abkw = window.abkw || ''; var absrc = 'https://servedbyadbutler.com/adserve/;ID=172179;size=0x0;setID=607472;type=js;sw='+screen.width+';sh='+screen.height+';spr='+window.devicePixelRatio+';kw='+abkw+';pid='+pid607472+';place='+(plc607472++)+';rnd='+rnd+';click=CLICK_MACRO_PLACEHOLDER'; document.write(' '); if (!window.AdButler){(function(){var s = document.createElement("script"); s.async = true; s.type = "text/javascript";s.src = "https://servedbyadbutler.com/app.js";var n = document.getElementsByTagName("script")[0]; n.parentNode.insertBefore(s, n);}());} var AdButler = AdButler || {}; AdButler.ads = AdButler.ads || []; var abkw = window.abkw || ""; var plc452518 = window.plc452518 || 0; (function(){ var divs = document.querySelectorAll(".plc452518:not([id])"); var div = divs[divs.length-1]; div.id = "placement_452518_"+plc452518; AdButler.ads.push({handler: function(opt){ AdButler.register(172179, 452518, [728,90], "placement_452518_"+opt.place, opt); }, opt: { place: plc452518++, keywords: abkw, domain: "servedbyadbutler.com", click:"CLICK_MACRO_PLACEHOLDER" }}); })(); Meanwhile, Crypto Batman noted that Solana is retesting its two-year descending trendline in the weekly timeframe, located around the recent lows. The chart shows that the macro trendline has been holding since early 2024 and has been tapped multiple times throughout the cycle. As the analyst explained, “Over the past 2 years, every time the price touches this level, a massive reversal occurs.” During this period, it has also marked the bottom of each major correction, with the latest retest taking place in Q2 2025 and leading to the following quarter’s rally. SOL Breakdown Still Coming? Despite the bullish outlooks, other market watchers have shared potential bearish forecasts for Solana if momentum weakens. Altcoin Sherpa warned that SOL could drop to $50 if selling pressure pushes the price below a crucial area. var rnd = window.rnd || Math.floor(Math.random()*10e6); var pid607473 = window.pid607473 || rnd; var plc607473 = window.plc607473 || 0; var abkw = window.abkw || ''; var absrc = 'https://servedbyadbutler.com/adserve/;ID=172179;size=0x0;setID=607473;type=js;sw='+screen.width+';sh='+screen.height+';spr='+window.devicePixelRatio+';kw='+abkw+';pid='+pid607473+';place='+(plc607473++)+';rnd='+rnd+';click=CLICK_MACRO_PLACEHOLDER'; document.write(' '); if (!window.AdButler){(function(){var s = document.createElement("script"); s.async = true; s.type = "text/javascript";s.src = 'https://servedbyadbutler.com/app.js';var n = document.getElementsByTagName("script")[0]; n.parentNode.insertBefore(s, n);}());} var AdButler = AdButler || {}; AdButler.ads = AdButler.ads || []; var abkw = window.abkw || ''; var plc452519 = window.plc452519 || 0; (function(){ var divs = document.querySelectorAll(".plc452519:not([id])"); var div = divs[divs.length-1]; div.id = "placement_452519_"+plc452519; AdButler.ads.push({handler: function(opt){ AdButler.register(172179, 452519, [728,90], 'placement_452519_'+opt.place, opt); }, opt: { place: plc452519++, keywords: abkw, domain: 'servedbyadbutler.com', click:'CLICK_MACRO_PLACEHOLDER' }}); })(); The chart shows that after losing the 200-week Exponential Moving Average (EMA), around the $121 mark, and the April 2025 lows, the key area to hold is the recently visited local range lows. As the analyst displayed, if the cryptocurrency fails to hold the $77-$78 price area, the next major historical support sits near the November 2023 breakout area, around the $51 mark. Market watcher Crypto Bullet suggested that Solana’s bottom may not be in yet, arguing that “those who bought BTC above $80k and SOL above $120 must stay trapped for a year or two.” Related Reading 1 day ago He affirmed that “returning to those levels anytime soon doesn’t make sense,” as the cryptocurrencies are in their markdown period. In an X post, he emphasized the market cycle phases, pointing out that the accumulation phase occurred between 2022 and 2023, while the distribution phase occurred between 2024 and the start of 2026. Based on this, the analyst’s chart shows that SOL could potentially find a bottom around the $40 area. As of this writing, Solana is trading at $84.17, a 2.5% decline in the weekly timeframe SOL’s performance in the one-week chart. Source: SOLUSDT on
Back to the list Cardano (ADA) Price Analysis: Support Holds at $0.25 Amid Market-Wide Pullback cryptoticker.io 13 m As of February 13, 2026, the cryptocurrency market is navigating a significant "risk-off" phase, with leading assets like Bitcoin and Ethereum seeing moderate declines. However, Cardano ($ADA) is drawing technical interest as it successfully tests a critical support zone. After a volatile start to the month—marked by the launch of regulated futures and major ecosystem announcements at Consensus Hong Kong—$ADA is currently hovering around $0.26, holding steady above the vital $0.25 threshold. Is the Cardano Bottom In? Current market data suggests a "cooling off" of bearish momentum. While $ADA remains down roughly 7% over the last seven days, intraday performance shows a 2.5% recovery. The early query confirmation for many traders is whether the $0.25 level represents a local bottom or merely a temporary pause. Derivatives data from platforms like CoinGlass shows a positive flip in funding rates (0.0045%), indicating that long-positioned traders are beginning to outweigh shorts for the first time this week. Cardano Price Analysis: Key Levels to Watch The technical structure for $ADA/USD remains fragile but shows signs of stabilization. The asset is currently trading below its major moving averages, which continue to act as overhead resistance. Immediate Support: The $0.25 - $0.26 zone is the primary defense line. A breach below this could expose the asset to the 52-week low of $0.22. Overhead Resistance: The first hurdle is the 9-day SMA at $0.266, followed by a more significant resistance at $0.301. Long-term Outlook: The 200-day SMA is positioned far above at $0.63, marking the boundary for a true macro trend reversal. $ADA/USD 1H - TradingView Fundamental Drivers: Midnight and LayerZero Despite the price stagnation, the fundamental development of the Cardano network has accelerated in February 2026. At the Consensus Hong Kong conference, Charles Hoskinson revealed two landmark updates: Midnight Mainnet: The privacy-centric sidechain is officially scheduled for a late March 2026 launch. This network aims to provide "data protection by design," allowing for regulatory-compliant private smart contracts. LayerZero Integration: Cardano has officially integrated with the LayerZero omnichain protocol. This allows $ADA-based dApps to communicate trustlessly with Ethereum, Solana, and Avalanche, effectively ending Cardano’s period of "blockchain isolation." Institutional Entry: The CME Factor On February 9, 2026, CME Group officially launched $ADA Futures contracts. While the initial market reaction was a "sell-the-news" event—dropping the $ADA price from $0.27 to $0.25—the long-term implications are bullish. Regulated futures provide a bridge for institutional capital, similar to the path taken by Bitcoin in 2017. As liquidity deepens through these instruments, price discovery is expected to become more efficient, reducing the extreme volatility seen in previous years. Will Cardano Price Crash Further? Cardano is currently in a "wait-and-see" mode. The technicals suggest a short-term rebound is possible if the $0.25 support remains unbreached through the weekend. With the Voltaire era bringing full on-chain governance and the USDCx stablecoin integration providing fresh DeFi liquidity, the ecosystem is fundamentally more robust than its price reflects. Latest news JUST IN: A Cryptocurrency Platform Confirms It Has Suffered a Data Breach en.bitcoinsistemi.com 23 m Bitcoin Price Bleeds Lower With $65K Becoming The Battleground newsbtc.com 23 m Loopring Delisting Shakes Crypto Market: Upbit and Bithumb Remove LRC Over Critical Compliance Failures bitcoinworld.co.in 25 m Pi coin price climbs 12% as Feb. 15 mainnet node upgrade cut‑off nears crypto.news 26 m Polygon seeks to extend gains above $0.10: check forecast invezz.com 27 m Morph Integrates USDT0 to Unlock Unified Omnichain Liquidity thenewscrypto.com 29 m Top 5 Cryptocurrencies
The crypto market is in a new era of extreme volatility and renewed optimism. The market has transitioned from being focused primarily on traditional, high-volume investment instruments to emerging ecosystems and niche narrative investments. Current information from CoinMarketCap dated February 13, 2026, shows divergence between legacy assets and high-growth utility tokens. Whereas the broader marketplace is exhibiting caution, certain sub sectors, notably AI memecoins and modularly designed blockchains, are experiencing explosive triple digit appreciation due to “risk on” behavior from retail and institutional traders. Pippin (PIPPIN) Captures the Spotlight Amid AI-Agent Mania Pippin tops this week’s leaderboard with an incredible increase of 175.29%, giving it a value of nearly $0.49. Pippin’s explosive price increase reflects the emerging “AI-Agent” story, which connects tokens to new types of autonomous, digital personalities built on decentralized frameworks for machine learning. As these agents grow in sophistication and their ability to make intelligent transactions through smart contracts increases, speculative interest continues to rise. Pippin is showcasing an emerging trend whereby community sponsored projects are outperforming typical blue-chip assets with a high liquidity and viral potential. PIPPIN has experienced a significant increase in market capitalization, with its value now approximately $500 million and it ranks among the top performers this week. The increasing integration of artificial intelligence in Web3’s gaming and social spaces is transforming the way individuals engage with one another. Berachain and LayerZero Gain Ground The speculation surrounding AI tokens has created a market that is increasingly focused on infrastructure projects. Within the crypto space, there have been large price moves this week. For example, Berachain was up over 81% to $6.80, due to the increasing popularity of their “Proof-of-Liquidity” model with DeFi developers. Additionally, both LayerZero and Stargate finance also saw an increase of almost 35% this week. The overall growth in this sector appears to show that users are favoring flexible, multi-chain solutions rather than being tied to just one ecosystem. With the evolution of DeFi happening at a fast pace, cross-chain capabilities have become an essential part of your daily life instead of something you simply wanted. Bitcoin SV and Established Protocols The top five tokens are still occupied by high growth newcomers, clearly evidenced by BSV and LEO, which have gained 24.06% and 25.33% respectively during this reporting period. This suggests these tokens continue to gain acceptance, indicating capital rotation into value seeking plays rather than solely into hype cycles within older, established protocols offering high liquidity and a proven history of utility. According to market analysts at CoinDesk, the “barbell” investment strategy, which balances high risk emerging technology with established infrastructure, seems to be effective. This strategy seems to be the best way to invest right now. The success of Monad (MON) and Convex Finance (CVX), both of which have seen significant gains compared to other cryptocurrencies, is making the trend even more obvious. The market appears to be rewarding projects that help solve specific scalability and yield optimization problems. Conclusion Mid-February market data shows that while the digital asset markets are continuing to mature, there is still a dynamic element to the digital asset landscape. Investors are investing additional liquidity in several different sectors as they look for projects that will connect speculative interest with real-world blockchain applications. Examples of projects in this category include tokens associated with AI, like Pippin, as well as significant types of infrastructure initiatives like Berachain and LayerZero. Over the next several months, the digital asset market will continue to grow and gain traction.
The stock and crypto markets remained on edge today, February 13, as participants reacted to the latest US consumer inflation report, which continued moving downwards in January. Summary The stock and crypto markets retreated after the US published the latest US consumer inflation report. Data by the Bureau of Labor Statistics showed that the headline Consumer Price Index fell to 2.4%. Core inflation, which excludes the volatile food and energy prices, fell to 2.5%. US stock indices retreated, with the futures tied to the Dow Jones. Nasdaq 100, and S&P 500 falling by over 35 basis points, continuing a trend that has continued on Thursday. Similarly, crypto prices like Bitcoin (BTC) dropped to $66,000, while top altcoins like LayerZero (ZRO), Canton, Internet Computer, Uniswap, and Kaspa dropped by over 5% in the last 24 hours. The market capitalization of all tokens dropped to $2.29 trillion. US consumer inflation retreated in January A report released by the Bureau of Labor Statistics showed that the headline Consumer Price Index retreated from 2.7% in December to 2.4% in January, the lowest level in months. It retreated from 0.3% in December to 0.2% on a MoM basis. The report showed that the core inflation, which excludes the volatile food and energy prices, dropped to 2.5% from the previous 2.6%. These numbers mean that US inflation has not surged as during President Donald Trump’s tariffs as most economists were expecting. The report came a few hours after the Financial Times reported that Trump’s administration was considering tweaking his massive steel and aluminum tariffs, a move that will lead to lower prices in the long term The data came two days after the BLS released strong non-farm payrolls data, which showed that the economy created 130k jobs in January, while the unemployment rate slipped to 4.3%. Still, it is unclear whether the Federal Reserve will cut interest rates more times this year, even as inflation retreats. A Polymarket poll has the odds of no cuts in March at 93%. Another poll estimates that there will be just two cuts this year. Stocks and crypto markets do well in periods of low interest rate In theory, the stock and crypto markets do well when the Fed is cutting interest rates. A good example of this happened during the COVID-19 pandemic when these assets jumped as the Fed slashed rates to zero. The assets then plunged in 2022, with Bitcoin moving below $16,000, as the Fed hiked interest rates to combat the elevated inflation. However, the current Federal Reserve cycle has happened amid a divergence in the two assets. The stock market has soared to a record high, while Bitcoin and most altcoins are stuck in a bear market. One reason for this is that the market has had some major moving parts in the past few months. The stock market has been driven be the ongoing AI boom, while the crypto market crash has happened because of the elevated risks, including on Iran.
Cardano has integrated LayerZero, enabling the blockchain to tap into a massive network of over 150 chains and $80 billion in omnichain assets. The integration came on the same day that Hoskinson announced that Midnight Network’s mainnet would roll out before the end of March. Cardano has revealed that it’s integrating LayerZero in “the largest cross-chain connectivity expansion in Cardano’s history.” The integration follows a decision taken by the Cardano Foundation, the Input Output Group, Emurgo, the Midnight Foundation and Intersect. Founder Charles Hoskinson announced the new integration at the ongoing Consensus Conference in Hong Kong. Intersect, a member-based organization for the Cardano community, followed it up with its own announcement in which it broke down what the integration means for developers and users. One of the next major outcomes of the Critical Cardano Integrations workstream is now in place! The Steering Committee representing @IOGroup @Cardano_CF @emurgo_io @midnightfdn and Intersect has approved a major interoperability integration for Cardano: bringing @LayerZero_Core… pic.twitter.com/Y1A8ywos8n — Intersect (@IntersectMBO) February 12, 2026 LayerZero is an interoperability protocol that enables over 100 blockchains to communicate and move assets between each other. It supports an omnichain setup, where one dApp can operate natively across multiple chains without the need for a separate implementation for each chain. LayerZero unveiled its own new chain, known as Zero and powered by the ZRO token, on Wednesday, with Citadel Securities and ARK Invest as the first investors. As we have previously reported, other major networks are connected to LayerZero. IOTA connected last December, Stellar connected in November and TON connected last February. According to Intersect, the integration will unlock access to 150+ blockchains, enable access to 400+ tokens and open up over $80 billion in omnichain assets. Cardano’s Biggest Cross-Chain Connectivity Upgrade Some of the Cardano network’s most important organizations have hailed the integration as one of the most important in the network’s history. Intersect stated: This integration unlocks the largest cross-chain connectivity expansion in Cardano’s history, opening pathways to stablecoin liquidity, Bitcoin-backed assets, tokenized real-world assets, and shared DeFi infrastructure across the broader crypto ecosystem. The Cardano Foundation dubbed it “the largest interoperability unlock in our ecosystem’s history” and a major milestone for the entire ecosystem. In his keynote address at Consensus Hong Kong, Hoskinson revealed that his team has been in talks with LayerZero for several months over the integration. In the same keynote, Hoskinson also revealed that the Midnight Network’s mainnet would roll out before the end of March. As we reported, Midnight first launched its testnet late last year, with the NIGHT token now amassing $829 million in market cap. Hoskinson pledged at the start of the year that the mainnet would launch this year to allow developers to deploy their natively-private apps, and now, he says it’s only a few weeks away. Midnight mainnet is coming. On the #ConsensusHK stage, we shared that Midnight mainnet will officially go live before the end of March. This marks a major milestone and the beginning of a live, production network designed to support early applications built around selective… pic.twitter.com/FTZOggTo0Y — Midnight (@MidnightNtwrk) February 12, 2026 In a separate address at Consensus, Midnight Foundation President Fahmi Syed added that the network has created a mini simulation, “almost like Sim City,” where users can start creating their own avatars and participating in the Midnight economy by end of February. Syed noted that explaining what programmable privacy means can be difficult, but on the mini simulation, users can actively learn through participation. ADA trades at $0.2665, gaining 6% in the past day for a $9.6 billion market cap.
Cardano integrates LayerZero and expands blockchain interoperability. USDCx joins Cardano with privacy and compliance. Midnight reinforces institutional strategy and stablecoins. Charles Hoskinson, CEO of Input Output, confirmed during Consensus Hong Kong that the LayerZero protocol will be integrated into the Cardano blockchain. This initiative expands network interoperability and signals a new stage in Cardano's strategy focused on cross-chain liquidity and stablecoin infrastructure. LayerZero is one of the leading omnichain messaging protocols on Web3, connecting over 150 blockchains and enabling access to over 400 tokens, as well as holding over $80 billion in assets distributed across different networks. With this integration, Cardano will be able to connect to ecosystems like Ethereum and Solana through LayerZero endpoints. One of the next major outcomes of the Critical Cardano Integrations workflow is now in place! The Steering Committee representing @IOGroup @Cardano_CF @emurgo_io @midnightfdn and Intersect has approved a major interoperability integration for Cardano: bringing @LayerZero_Core... pic.twitter.com/Y1A8ywos8n — Intersect (@IntersectMBO) February 12, 2026 Related Stories Coincheck earns US$915 million and announces new CEO. 12/02/2026 Cango raises US$75 million to expand mining and AI. 12/02/2026 Hoskinson also revealed plans to bring USDCx to Cardano, with comprehensive wallet and exchange support. The framework will utilize zero-knowledge technology to offer greater privacy without compromising the immutability of transactions. The proposal combines privacy, regulatory security, and efficiency in the use of stablecoins within the ecosystem. During the announcement, Hoskinson stated: “Get ready, folks. This changes everything.” The statement came amid Cardano's move towards instruments geared towards the institutional market, prioritizing blockchain integration and regulatory compliance. LayerZero recently announced the launch of its own layer-1 blockchain, called Zero, and received investments from Citadel Securities and Ark Invest, who acquired the ZRO token. Citadel's participation drew attention due to the company's conservative history regarding the direct purchase of tokens. Bryan Pellegrino, CEO of LayerZero Labs, stated that the goal is to create permissionless systems capable of migrating the global economy to the blockchain. Even amid weaker sentiment in the cryptocurrency market, Hoskinson assessed the moment as part of a short-term movement within a broader adoption trajectory. Wearing a McDonald's uniform in reference to bearish memes, he acknowledged the sector's mood but reinforced that institutional alliances and regulatory advancements continue to progress. In the Cardano ecosystem, the Midnight Foundation confirmed that the Midnight mainnet will launch in March as a partner blockchain. The project takes a different approach from networks like Monero and Zcash. Hoskinson stated: “You don’t try to bring anyone from Monero or Zcash here.” According to him, these communities have a strong ideological commitment to maximum privacy, while Midnight was designed for ordinary users, offering privacy as standard with layers of selective disclosure and regulatory compliance. “What Monero and ZCash have been trying to convince people of is that it works like a light switch. We are private. The switch is on. Everyone else isn’t. The switch is off. That’s not how it works,” he said.
Since recovering from a $1.3 decline, LayerZero [ZRO] has made substantial gains, reaching a high of $2.59. Shortly after reaching these levels, ZRO retraced to a low of $2.05. At the time of writing, ZRO traded at $2.071, down 11.61% on the daily charts. Before this price dip, ZRO had been on an upward trajectory, hiking 21% on the weekly charts. Is this the start of something big for LayerZero or a mere speculative bounce? LayerZero’s Layer1 drives market demand ZRO reached a high of $2.5 on February 11 following the team’s announcement of the launch of Layer1-Zero. Zero indicators for 100x breakthroughs across storage (QMDB), compute (FAFO), networking (SVID), and zk proving (Jolt Pro). It combines four technical breakthroughs to create exceptional performance and interoperability. Following the announcement, investors, both individuals and institutions, rushed into the market to secure strategic positions. In fact, ZRO saw 32.47 million in Buy Volume compared to 30.2 million in Sell Volume over the past 24 hours as of writing. Source: Coinalyze During this period, the altcoin recorded the highest Buy-Sell Delta, exceeding 2 million across all major exchanges. A positive delta signaled increased demand for the asset, a prelude to higher prices. Alameda adds $24M worth of ZRO Institutional investors have also joined the trend, committing significant capital. A collaboration between LayerZero and ARK Invest, highlighted by Cathie Wood’s appointment to the advisory board, helped incentivize participation and strengthen investor confidence. One such institutional investor was Alameda. According to Lookonchain, Alameda’s bankruptcy wallet swapped 129.04 million STG, worth $24.49 million, for 11.14 million ZRO, valued at $24.29 million. Source: Lookonchain Alameda’s swap of STG for ZRO signaled major confidence in the asset, as it was perceived as a more promising alternative. What’s next for ZRO? LayerZero surged as demand rose following positive news about the Layer1 and ARK Invest partnership. At the same time, ZRO retraced as market demand cooled and profit-taking took over. In fact, on the 11th of February, the altcoin’s spot Netflow climbed to a record high of $6.16 million, a trend that has persisted. At press time, Net Inflow was $3.23 million, indicating higher inflows. Source: CoinGlass Often, higher inflows accelerate downside risk, thus driving prices down. Despite increased profit-taking, the uptrend structure remains intact, and ZRO remains within the ascending channel. More importantly, the altcoin remained above its short- and long-term Moving Averages (20-, 50-, 100-, and 200-day EMAs), indicating strong upside. Source: TradingView Additionally, its Relative Strength Index (RSI) was in the bullish zone at 61, reflecting a bullish market bias. These market conditions indicate favorable sentiment for ZRO and suggest a recovery from the retracement and potential upside continuation. Therefore, among the trend-resuming pairs, LayerZero will reclaim $2.5 and target the $3.01 resistance level. However, if profit takers overwhelm the market and demand fails to absorb the pressure, EMA 20 and 100 will act as support at $1.8. Final Thoughts Alameda swapped 129.04 million STG, valued at $24.49 million, for 11.14 million ZRO, valued at $24.29 million. LayerZero [ZRO] retraced from $2.5, falling 11.6% to $2.071 amid rising profit-taking.
Token Terminal, a prominent platform for on-chain analytics and data, has partnered with LayerZero, a cross-chain interoperability network. The partnership aims to improve on-chain transparency, standardized financial metrics, and stakeholder reporting within the multi-chain ecosystem of LayerZero. As per Token Terminal’s official social media announcement, with more than $50B in its quarterly transaction volume, the platform has become a notable infrastructure layer driving cross-chain asset transfers and messaging. Hence, the move is poised to fortify institutional access to robust interoperability analytics and data reliability. 🆕🤝 We’re excited to announce our Data Partnership with ! LayerZero is one of the fastest growing interoperability projects in the market, with over $50 billion in quarterly transfer volume. 🧵👇 — Token Terminal 📊 (@tokenterminal) February 11, 2026 Token Terminal and LayerZero Partner to Accelerate DeFi Reporting and Data Transparency On-Chain The partnership between Token Terminal and LayerZero denotes a critical move to advance data transparency on-chain. At present, there is a great demand for dependable on-chain data while the interoperability and DeFi protocols are scaling across diverse blockchains. To enhance performance tracking and stakeholder reporting, LayerZero has collaborated with Token Terminal, which is trusted by retail and institutional players like Binance and Bloomberg. Particularly, the development places LayerZero among the well-known crypto projects utilizing financial reporting to get the attention of ecosystem participants and investors. Additionally, Token Terminal has established a solid track record with the provision of structured usage and financial metrics for key DeFi protocols such as Aave, Pendle, Ether.fi, and more. With the integration of LayerZero, Token Terminal lets consumers, developers, and investors leverage transparent and unified data framework to assess LayerZero. As a result of this centralization of comprehensive analytics streamlines cross-platform comparisons and fortifies confidence when it comes to performance metrics. As per LayerZero Labs’ CEO and Co-Founder, Bryan Pellegrino, the collaboration strengthens the team to efficiently, accurately, and fairly track performance. The executive stressed that the dashboard will work in real time, serving as a valuable instrument for stakeholders looking for clear insights regarding operational and growth metrics of LayerZero. Reinforcing Trust via Data-Driven Strategy for Cross-Chain Interoperability As Token Terminal puts it, with this partnership, both platforms endeavor to delve into modified dashboards comprising sector-focused metrics to deliver comprehensive analytical insights. Thus, with this move, LayerZero is making transparency a competitive advantage, reaffirming trust, and elevating its position as a strong player within the swiftly advancing cross-chain interoperability ecosystem. Ultimately, while institutions are increasingly demanding standardized crypto insights, this joint initiative indicates a wider shift toward a data-led transparency in the advancing Web3 infrastructure world.
The tokenization boom and corporate positioning have begun to play out, and LayerZero’s [ZRO] latest Layer-1 chain, Zero, is just one of the telltale signs. The protocol, which started out as an interoperability layer, has upped its bets and debuted its high-performing chain, Zero, backed by high-profile institutions in global financial markets, including Citadel Securities, DTCC, ICE, and Ark Invest. In fact, Ark Invest’s Cathie Wood has been named advisor, and she fully supported LayerZero team. She added, “I couldn’t think of a better opportunity to join an advisory board for the first time in a long time. Finance is moving on-chain, and I believe LayerZero will be one of the core innovation platforms supporting this multi-decade shift.” ZRO explodes 30%, but will it hold the gains? With firms positioning for tokenized asset workflows, LayerZero is now on the institutional radar. And the retail market jumped on the update, as illustrated by the protocol’s token ZRO’s explosive pump. Source: ZRO/USDT, TradingView ZRO surged over 30%, rising from $1.8 to $2.3. The latest bounce helped extend its February recovery gains to 81%. AMBCrypto had anticipated the latest bounce; however, at press time, a cool-off may not be overruled despite the extremely bullish updates. Notably, the rally hit the H2 2025 resistance level of $2.4, suggesting that the level could attract sellers who have held throughout the Q4 market rout. As such, investors willing to cut their losses at break-even may do so at this level, hence calling for caution. Besides, the RSI was near the oversold territory, suggesting the upside momentum may be limited before a potential reversal. If so, a retest of $1.8 could offer new buying opportunities. But the bearish outlook could be invalidated if price clears the 2025 hurdle and flips $2.5 into support. In such a scenario, the next bullish target is $3.0, with a 25% potential gain if it is hit. Interestingly, some analysts expected the altcoin to soon join the top 20 crypto assets. Speculative interest in ZRO explodes, but… The buying pressure after the update was also strong in the derivatives market. Speculative interest nearly doubled, with Open Interest rising from $84 million to over $154 million in the past 24 hours. Source: Velo However, Exchange Net Position Change also hit a five-month high of $7 million, last seen before the October crash. This meant selling pressure also surged as holders moved to sell into the rally. If the dump intensifies, the $2.4 level could become a hurdle for bulls for a while. Source: Glassnode Final Thoughts LayerZero unveiled a new performant L-1 chain, Zero, and tapped Cathie Wood into the advisory board ZRO extended its recovery to 80% after the revelation of top institutions backing the firm
Back to the list Shiba Inu at $0.00000581 Tests Key Support Amid Bearish Trend coinpaper.com 17 m Shiba Inu is trading at approximately $0.000005808, having started around $0.00000597 before briefly climbing to $0.00000605, where it met resistance. The token failed to sustain gains above the key $0.00000600 zone and reversed sharply, breaking support and entering a clear downtrend with consecutive lower highs and lower lows. Selling pressure pushed the price down toward $0.00000580, where it has stabilized near current levels. Overall, the structure reflects short-term bearish momentum, with $0.00000600–$0.00000605 acting as resistance and $0.00000580 as immediate support. $SHIB Eyes Reversal From Key Support, Long-Term Rally in Focus According to analyst Crypto GVR, $SHIB is approaching a critical demand zone between $0.000005 and $0.0000061, with the token currently trading around $0.00000606. This area is viewed as a potential accumulation range. Buyers could absorb ongoing selling pressure after the recent decline from higher levels. If $SHIB holds above $0.000005 and maintains stability near $0.0000060, it may confirm that sellers are weakening. A sustained defense of this support zone would increase the probability of a short-term base forming. From a long-term outlook, Crypto GVR projects that a confirmed reversal from the $0.000005–$0.0000061 range could eventually drive $SHIB toward $0.00002 and possibly $0.00003. However, this move would require a breakout above interim resistance levels near $0.000009–$0.000012, followed by strong volume expansion. Holding above $0.000005 remains critical, as a breakdown below this level could invalidate the bullish structure and extend the downtrend. Shiba Inu Price Extends Downtrend as Bearish Momentum Strengthens On the 1-day chart, Shiba Inu is in a clear downtrend characterized by consistent lower highs and lower lows. After a brief rally earlier in the period, price action rolled over, and sellers regained control, pushing $SHIB steadily downward. Recent candles show continued weakness, with price hovering near short-term support around the $0.0000057–$0.0000058 zone. The structure remains bearish unless a strong rebound breaks the sequence of lower highs and establishes a higher high. The MACD is below the zero line, with the MACD line trading beneath the signal line and red histogram bars expanding, signaling increasing downside momentum. Meanwhile, the RSI is near the low 30s, approaching oversold territory but not yet showing a strong bullish divergence. This suggests selling pressure remains dominant, although the market is nearing levels where a short-term relief bounce could occur if buyers step in. Latest news ETH liquidation walls at $2,057–$1,863 set stage for violent move crypto.news 16 m Bitcoin’s Next Big Price Zone 45k–60k Looks Key on Charts coinpaper.com 18 m IREN stock price has slumped recently: Is it safe to buy the dip? invezz.com 19 m This metric set to trigger massive S&P 500 crash, expert warns finbold.com 20 m Interview: Aurum CEO Bryan Benson on AI in crypto and Bitcoin crash invezz.com 21 m What Is LayerZero's New Zero Blockchain? bsc.news 22 m Top 5 Cryptocurrencies
ChainCatcher News, according to Coinmarketcap data, the top 100 cryptocurrencies by market capitalization performed as follows. The top five gainers: LayerZero (ZRO) rose 41.75%, current price $2.51; pippin (PIPPIN) rose 17.59%, current price $0.4626; Uniswap (UNI) rose 14.44%, current price $3.86; Monero (XMR) rose 1.78%, current price $333.96; River (RIVER) rose 1.29%, current price $18.26.
Bitcoin’s price has started the new week below $68,000, with altcoins painted red across the board. February has not provided the desired environment for cryptocurrency investors. This week, key macroeconomic data is expected to clarify the outlook, with hopes that the worst might now be behind us. While Sherpa shares predictions for ZRO Coin, we also look at other analysts’ thoughts on Bitcoin (BTC). Bitcoin (BTC) Many optimistic analysts have exhausted their hopes for a Bitcoin turnaround. Even Jelle, a notable analyst, suggests that under current conditions, Bitcoin is mirroring its 2022 roadmap. Sharing a graph to support his stance, he argues that the low at $60,000 is insufficient and anticipates deeper dips may occur. Bitcoin (BTC) ZRO Coin Insights “BTC continues to closely follow the 2022 bear market roadmap. If it proceeds in the same manner, we can expect a relatively slow descent below $50,000 before it rises again.” Many are discussing buying at this level. If the price hits this point, I wonder if they will follow through.” The analyst isn’t wrong; many investors refrained from buying during the 2022 low, anticipating a $14,000 target. If a deeper dip occurs this year, with targets likely below $30,000, we might see similar cautious behavior among investors. The analysis platform On-Chain Mind highlighted that part of Bitcoin’s price increase is due to the dollar’s devaluation (inflation). While the nominal price is $66,000, considering the dollar’s depreciation since 2016, today’s $66,000 equals $30,000 in 2016 buying power. The analyst emphasized a wealth illusion by using M2 Money Supply (the amount of printed money), offering a different perspective on inflation. “This doesn’t mean Bitcoin hasn’t significantly appreciated. It has gained value far beyond monetary expansion. However, nominal gains exaggerate reality. In terms of purchasing power, this movement offers almost 50% less than the headline price suggests over a decade.” ZRO Coin Insights This week, ZRO emerged among the notable altcoins. When combined with market negativity and lacking volumes, its prominence becomes more valuable. An analyst, known under the pseudonym Altcoin Sherpa, mentioned not missing yesterday’s ZRO Coin surge. After a profitable sale, he advised looking for entry opportunities at lower levels. “Last night, I bought and sold ZRO during its significant rise. However, it is stable now. I’m looking to re-enter at a slightly lower price range of $2.10 – $2.00, but we’ll see if that happens. I don’t see this as a long-term hold due to unlock events and inflation. But as a trade, it might be a good opportunity. I’m waiting and trying to be patient, though I might buy some within this consolidation range if an uptick looks likely.”
Delivery scenarios