Mike Rose Research

Markets, Finance, Technology

Markets

Kalshi CEO Addresses Backlash Over Khamenei Market Design and Promises Full Reimbursement of Fees

The platform is reimbursing all fees, settling pre-death positions at the last-traded price, and fully refunding post-death positions.

2026-03-01T17:18:07ZJose Moringa
News

US Military Leverages Anthropic Technology for Iran Strike Despite Trump's Ban, Reports Wall Street Journal

The US military reportedly relied on Anthropic’s Claude AI for intelligence analysis and targeting during an Iran strike hours after Trump ordered a ban on the company’s systems.

2026-03-01T10:06:43ZMike Rose
Markets

Six Polymarket Traders Profit $1 Million on US-Iran Strike, Raising Concerns of Insider Trading: Report

The newly created Polymarket wallets placed bets on the timing of a US strike against Iran, buying shares hours before the first explosions were reported in Tehran.

2026-03-01T08:06:19ZJose Moringa
News

Bitcoin Surges to $68K After the Passing of Iranian Supreme Leader

Donald Trump described Ayatollah Khamenei as “one of the most evil people in history,” on Truth Social.

2026-03-01T05:05:47ZMike Rose
Technology

Vitalik Buterin Announces the Arrival of Ethereum Smart Accounts Within the Next Year

Removing intermediaries with account abstraction is a “core principle of non-ugly cypherpunk Ethereum,” said Buterin.

2026-03-01T03:05:26ZMike Rose
Markets

Ether's 60% Decline from 2025 Peak: Why Traditional Finance is Doubling Down on ETH

Ethereum’s dominant total value locked and widespread adoption by traditional finance institutions confirm its role as the base of global onchain finance. Will Ether price follow?

2026-02-28T22:04:52ZJose Moringa
Technology

Anthropic CEO Addresses Pentagon Ban on Military Use of AI Technology

The company was the first to deploy its AI models on classified US military cloud networks, according to Anthropic CEO Dario Amodei.

2026-02-28T22:04:32ZMike Rose
Bitcoin

Developer Embeds Image into Bitcoin in a Single Transaction, Challenging the Foundations of BIP-110

BIP-110, formerly known as BIP-444, is a controversial proposal that would restrict certain ways of storing data on the Bitcoin blockchain.

2026-02-28T22:04:18ZMike Rose
Markets

Crypto Treasury Firms Expected to Merge in 2026, Says Industry Executive

Declining crypto prices mean that many digital asset treasuries are either underwater or trading at a discount to their net asset value.

2026-02-28T21:03:50ZJose Moringa
Bitcoin

Bitcoin Bottom Fractal Predicts 130% Rally—Is This Model Reliable for 2026?

A rare Bitcoin bottom signal from 2023 has flashed again, but the 2026 macroeconomic backdrop calls its validity into question. Can BTC price defy the odds?

2026-02-28T21:03:24ZJose Moringa
News

Former Mt. Gox CEO Proposes Bold Hard Fork Strategy to Recover 80,000 Stolen Bitcoins

Mark Karpelès said it has been 12 years since the start of Mt. Gox’s bankruptcy proceedings and “this is probably the last sore point on this whole case.”

2026-02-28T20:02:55ZMike Rose
Markets

Tether Freezes $4.2 Billion in Tokens Linked to Illicit Activity Over Three Years, According to New Report

Tether blocked billions in USDt tied to scams and laundering cases as authorities increasingly rely on stablecoin issuers to halt suspicious funds.

2026-02-28T20:02:29ZJose Moringa
Markets

Understanding the Preference of Institutions for Ethereum Over Faster Blockchain Alternatives

TPS breakthroughs get engineers excited, but TradFi is looking at Ethereum because that’s where the liquidity is, says Kevin Lepsoe of ETHGas.

2026-02-28T20:01:53ZJose Moringa
News

Eleven US Senators Call for Federal Investigation into Binance's Compliance with Sanctions Regulations

Lawmakers urge US regulators to review Binance’s AML and sanctions controls after reports of Iran-linked transactions and potential evasion risks.

2026-02-28T20:01:31ZJose Moringa
Bitcoin

Investing in Bitcoin? New Data Reveals Holding for Three Years Can Shield You from Losses

Traders who bought Bitcoin three to five years ago are still up around 90% on average, even after the latest correction.

2026-02-28T20:01:06ZMike Rose
Markets

New Accounts Surged to $1 Million on Polymarket Just Before US Airstrikes on Iran, Reveals Bubblemaps Analysis

One trader who made over $2 million in recent months betting against the strikes lost $6.5 million in a single day after the U.S. and Israel attacked Iran.

2026-02-28T19:12:09ZJose Moringa
News

Court Decision Prevents Binance from Moving Class Action Lawsuits on Token Sales to Arbitration

The case traces back to a wave of class action lawsuits filed in April 2020 against major crypto exchanges and token issuers.

2026-02-28T19:06:05ZMike Rose
Markets

Morgan Stanley Seeks OCC Bank Charter to Expand Cryptocurrency Custody Services

The Wall Street banking giant has been accelerating its foray into crypto, filing to launch Bitcoin, Ether and Solana ETFs in January.

2026-02-28T17:50:39ZJose Moringa
News

OpenAI Secures Major Defense Contract Shortly After Government Move Away from Anthropic

OpenAI will deploy its AI models on Pentagon classified networks after the US government ordered agencies to stop using rival Anthropic over national security concerns.

2026-02-28T17:09:51ZMike Rose
News

Bitcoin Price Falls to $63,000 Amid Escalating Conflicts Between the US, Israel, and Iran

Bitcoin faced geopolitical instability alone as a weekend move on Iran saw traditional markets closed, with key support still holding.

2026-02-28T17:09:24ZMike Rose
Markets

Analysts Predict Block's Square Unit Will Benefit Significantly from Dorsey's Focus on AI

Block reported impressive financial results and guidance, illustrating building financial momentum, according to William Blair.

2026-02-28T05:34:20ZJose Moringa
Markets

Morgan Stanley Intensifies Commitment to Cryptocurrency by Applying for Bank Charter to Manage Digital Assets and Provide Staking Services, According to Bloomberg

Morgan Stanley filed for a de novo national trust bank charter that would allow it to custody digital assets, according to Bloomberg.

2026-02-28T05:34:00ZJose Moringa
Bitcoin

Comprehensive Price Forecast for February 27: Insights on BTC, ETH, XRP, BNB, SOL, DOGE, BCH, ADA, HYPE, and LINK

Bitcoin’s attempt to top $70,000 stalled throughout the week, but analysts believe that the short-term downside will be limited. Will altcoins hold on to their weekly gains?

2026-02-28T04:22:33ZMike Rose
Bitcoin

Bitcoin Price Decline Compared to Gold's Rise Emphasizes Shifting Dynamics in the Crypto Market

Investors’ risk appetite for Bitcoin and crypto fragmented as AI, tech stocks and gold took center stage. Will increasing global money supply put wind in BTC’s sails?

2026-02-28T04:22:14ZMike Rose
News

SEC Aims to Reclaim Leadership in Cryptocurrency Regulation After Recent Setbacks, Claims Chairman Atkins

The SEC is working to regain momentum on crypto after what Atkins described as a “big missed opportunity” under the prior administration.

2026-02-27T23:10:34ZJose Moringa
Bitcoin

Bitcoin Manipulation Allegations Encounter Resistance as ETFs End Five-Week Outflow Streak: Finance Redefined

Analysts dispute claims of a daily Jane Street Bitcoin dump as spot Bitcoin ETFs post three days of inflows and DeFi debates shift to real revenue.

2026-02-27T22:04:46ZMike Rose
News

US Department of Justice Freezes $580 Million in Cryptocurrency Linked to Chinese Transnational Criminals

The seizures and freezing over three months were conducted by the District of Columbia’s Scam Center Strike Force, established by US Attorney Jeanine Pirro in November.

2026-02-27T22:04:18ZMike Rose
Technology

Alchemy Launches Innovative Autonomous Payment Infrastructure for AI Agents on Base

The system enables AI agents to automatically pay for blockchain data and compute credits in USDC, as autonomous crypto applications gain traction.

2026-02-27T22:03:55ZMike Rose
Bitcoin

Bitcoin Treasury Shareholders Unite in Historic Revolt Against Corporate Governance

Bitcoin treasury companies face investor backlash as stablecoin issuers post strong earnings and legacy payment giants navigate mounting pressure.

2026-02-27T22:03:30ZMike Rose
Markets

Traders Could Shift Their Focus to Bitcoin as UBS Predicts Decline in US Stock Market

A UBS report dinged US stocks for being “overvalued,” suggesting that better investment opportunities exist outside of US markets. Is this the next rally catalyst for Bitcoin?

2026-02-27T22:02:57ZJose Moringa
Altcoins

Three Key Insights into Solana's Resilience: Is SOL Currently Undervalued?

SOL is down 72% from its all-time high, but several data points paint a compelling investment scenario. Is SOL trading at a deep discount?

2026-02-27T22:02:29ZMike Rose
Technology

Former Mt. Gox CEO Suggests Hard Fork Strategy to Retrieve $5.2 Billion in Stolen Bitcoin from 2011 Heist

The proposal acknowledges it would require a coordinated network upgrade and could risk a chain split if parts refuse to adopt the change.

2026-02-27T21:42:07ZMike Rose
Markets

Spot Bitcoin ETFs Attract $1 Billion in Just Three Days as Investors Capitalize on Buying Opportunity

SoSoValue data shows a three-day reversal after weeks of withdrawals, with BlackRock’s IBIT leading inflows.

2026-02-27T20:32:00ZJose Moringa
Markets

Insider Wallets Accumulate $1.2 Million Wagering on the Impact of ZachXBT's Axiom Exposé

The top eight wallets on Polymarket netted over $1.2 million by betting on ZachXBT’s investigation into Axiom, raising insider trading concerns among blockchain researchers.

2026-02-27T20:31:37ZJose Moringa
Markets

Figure Technology Shares Plummet 20% After Disappointing Fourth Quarter Earnings Report

The blockchain-based lending platform beat revenue estimates but fell short on earnings, even as annual profit reached $134 million.

2026-02-27T20:31:09ZJose Moringa
Markets

The Crucial Role of Yen Stablecoins in Advancing Japan's Cryptocurrency Goals

Japan’s regulators and conglomerates are working to bring one of the world’s key funding currencies into DeFi, but retail activity remains muted.

2026-02-27T20:30:43ZJose Moringa
News

Daily Highlights: Jack Dorsey's Block Reduces Workforce by 40% to Embrace AI Strategy, Barclays Investigates Blockchain Settlement Solutions, Senate Democrats Call for Binance Investigation, and Other Key Developments

The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.

2026-02-27T18:49:31ZMike Rose
Bitcoin

Bitcoin Faces Ongoing Struggles as March Approaches with $70K Price Ceiling in Place

Bitcoin bulls were battling to flip three resistance levels back into support by the end of the week, but history shows they may need to wait another month.

2026-02-27T17:38:58ZMike Rose
News

New York Judge Rejects Binance's Attempt to Move US Cryptocurrency Disputes to Arbitration

The ruling keeps pre‑2019 investor claims in open court and rejects Binance’s bid to send the dispute to private arbitration in Singapore.

2026-02-27T17:38:33ZJose Moringa
Technology

Pantera and Franklin Templeton Collaborate with Sentient Arena to Explore the Potential of AI Agents

Sentient launched Arena, a production-style platform to test AI agents on enterprise tasks, with Pantera and Franklin Templeton joining the initial cohort.

2026-02-27T17:38:11ZMike Rose
News

UK Gambling Regulator Considers Approval of Cryptocurrency Payments for Online Betting

Any rollout would still require strict affordability and suitability checks, and crypto activity would need FCA authorization, Gambling Commission executive Tim Miller said.

2026-02-27T17:37:46ZMike Rose
Markets

PayPal, MoonPay, and M0 Introduce PYUSDx for Developers to Create Custom App-Specific Stablecoins

PYUSDx lets developers issue app-specific stablecoins backed by PayPal USD with fast launch, cross-chain support and branded token options.

2026-02-27T17:37:28ZJose Moringa
News

Minnesota Considers Prohibition on Crypto Kiosks Following Rise in Scam Incidents

Representative Erin Koegel proposed a total ban on crypto ATMs in Minnesota, building on a 2024 state law that imposed restrictions on kiosk operators.

2026-02-27T17:36:54ZJose Moringa
News

Minnesota Proposes Legislation to Ban Crypto Kiosks in Response to Surge in Elder Fraud Incidents

Minnesota lawmakers considered bill to ban crypto kiosks after testimony detailed $80,000 elder fraud case and overseas transfers.

2026-02-27T17:36:12ZMike Rose
News

Senate Democrats Call on Attorney General Bondi and Treasury Secretary Bessent to Investigate Binance Over Sanctions Issues

Senate Democrats are urging AG Pam Bondi to investigate Binance following reports that the crypto giant may be violating sanctions laws.

2026-02-27T17:35:47ZJose Moringa
Technology

MoonPay Launches Innovative PYUSDx Framework for Customizable App-Specific Stablecoins Linked to PayPal USD

The rollout deepens MoonPay’s push to position itself as backend infrastructure for fintech and AI builders, not just an onramp.

2026-02-27T17:35:24ZMike Rose
News

South Korea's Tax Office Faces Huge Setback After Security Breach Leads to Loss of $4.8 Million in Seized Cryptocurrency

South Korea’s National Tax Service reportedly published a wallet seed phrase in a press release, and tokens worth $4.8 million were swiftly drained in the latest custody blunder for the

2026-02-27T16:13:07ZMike Rose
Bitcoin

Bitcoin Faces Potential Decline as US Producer Prices Propel Gold to Month-Long Peak

Hotter US PPI inflation data boosted precious metals but punished Bitcoin bulls, with BTC price downside nearing 3% on the day.

2026-02-27T16:12:43ZJose Moringa
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