Mike Rose Research

Markets, Finance, Technology

Bitcoin

Bitcoin ETF Assets Dip Below $100 Billion as New Outflows Reach $272 Million

Spot Bitcoin ETF AUM fell below $100 billion after $272 million in outflows, pushing year-to-date losses close to $1.3 billion.

2026-02-04T09:26:53ZMike Rose
Altcoins

Bitwise Set to Acquire Leading Crypto Staking Firm Chorus One, According to Reports

Ethereum’s validator backlog has surged past 4 million ETH, pushing wait times beyond 70 days as more than 30% of supply is now locked in staking.

2026-02-04T08:26:24ZMike Rose
Bitcoin

Founder of Incognito Market Receives 30-Year Sentence for Running Crypto-Driven Dark Web Drug Operation

Prosecutors said the platform facilitated over $105 million in crypto-based narcotics sales between October 2020 and March 2024.

2026-02-04T08:25:55ZMike Rose
Markets

Canada's Investment Regulator Introduces New Guidelines for Cryptocurrency Custody Management

The framework sets a tiered structure for custodians, determining the proportion of client assets they can hold.

2026-02-04T07:25:25ZJose Moringa
Markets

Bitwise Plans Acquisition of Leading Crypto Staking Provider Chorus One, According to Bloomberg

Bitwise CEO Hunter Horsley said staking is a key growth opportunity for clients holding spot crypto assets.

2026-02-04T07:25:11ZJose Moringa
Markets

Crypto.com Unveils New Standalone Prediction Market Application OG

Crypto.com has spun out its prediction markets business into a standalone platform after reporting explosive growth, entering a crowded but booming industry.

2026-02-04T06:24:51ZJose Moringa
Technology

Aave Shifts Focus to DeFi by Closing Avara and Discontinuing Family Wallet Services

Avara says “all current and future products” will be housed under Aave Labs, and accounts tied to the Family wallet will continue to be “core infrastructure.”

2026-02-04T06:24:29ZMike Rose
Markets

Stablecoin Dust Transactions on Ethereum Surge Threefold After Fusaka Update According to Coin Metrics

Analysis of 227 million USDC and USDT balance updates found that 43% were dust transfers under $1, said Coin Metrics.

2026-02-04T05:24:08ZJose Moringa
Markets

Polymarket and Kalshi Face Off in Grocery Predictions as the Popularity of Prediction Markets Soars

The grocery giveaways come as Kalshi and Polymarket continue to top overall prediction market trading volumes, which are now consistently above $400 million per day.

2026-02-04T05:23:50ZJose Moringa
Technology

Vitalik Buterin Shares Cautious Perspective on Ethereum Layer 2 Solutions While Advocating for Native Rollups

The Ethereum co-founder said many layer‑2s have failed to decentralize and continue to be mediated by multisig bridges instead of inheriting Ethereum’s security advantages.

2026-02-04T03:23:00ZMike Rose
Markets

Payward Sees 33% Revenue Surge as Crypto Traders Flock to Kraken Platform

Kraken co-CEO Arjun Sethi said Payward’s revenues were “well balanced” in 2025, split almost evenly between trading and asset-based revenues.

2026-02-04T03:22:39ZJose Moringa
Bitcoin

Ark Invest Expands Its Crypto Portfolio by Acquiring Additional Shares of Bitmine and Circle Amid Ongoing Market Downturn

Ark Invest CEO Cathie Wood recently indicated on X that gold's recent price rally could be a precursor to bitcoin's next bull run.

2026-02-04T03:22:12ZMike Rose
Technology

Musk's xAI is Hiring a Crypto Specialist to Enhance AI's Market Analysis Capabilities

Elon Musk’s xAI is recruiting a crypto specialist to train its models in onchain data, market structure and real-world trading behavior.

2026-02-04T02:21:35ZJose Moringa
Markets

Bitcoin ETFs Recover $562 Million Following $1.5 Billion Sell-Off Amid Ongoing Challenges

Spot Bitcoin ETFs drew $562 million in inflows Monday, partially offsetting $1.5 billion outflows last week, while Ether ETFs remained in the red.

2026-02-04T01:21:11ZJose Moringa
Bitcoin

Bitcoin Traders Analyze Factors That Could Drive BTC Price Toward a Rebound at $85K

The return of spot Bitcoin ETF inflows could fuel a Bitcoin price recovery, as signs of a potential rebound to $80,000 and $85,000 emerge.

2026-02-04T01:20:48ZMike Rose
Markets

New Emails from DOJ Reveal Epstein's $3.2 Million Investment in Coinbase in 2014

Jeffrey Epstein may have made a $3.2 million investment in Coinbase in 2014 and sold some of it for $15 million in 2018, according to the latest batch of released

2026-02-04T01:20:23ZJose Moringa
Markets

Aave Labs Shifts Focus to DeFi by Phasing Out Avara Umbrella Brand and Family Wallet

The move comes amid ongoing tensions with Aave DAO over which entity ultimately controls the Aave lending protocol.

2026-02-04T01:20:01ZJose Moringa
Bitcoin

Bitcoin Reflation Predictions Shift as US PMI Surpasses Three-Year Resistance Level

Bitcoin price correlation with PMI sparked disagreement among analysts after the latter spiked above 50 for the first time since 2022.

2026-02-04T00:19:34ZMike Rose
Markets

Nevada Court Issues Temporary Restraining Order Against Polymarket, Challenging CFTC Authority

A Nevada judge has temporarily barred prediction market Polymarket from offering event contracts in the state, pushing back against claims that only the CFTC can police those markets.

2026-02-04T00:19:11ZJose Moringa
Bitcoin

Xapo Highlights Shift in Bitcoin Borrowing from Short-Term Liquidity to Strategic Long-Term Investments

Xapo Bank’s Digital Wealth Report says borrowers are keeping Bitcoin-backed loans open longer during the product’s first year of activity.

2026-02-04T00:18:49ZMike Rose
News

Aave Founder Acquires $30 Million Mansion in Notting Hill as Luxury Real Estate Market Slows Down

Aave founder Stani Kulechov has purchased a £22 million mansion in the pricy residential area of London’s Notting Hill, per Bloomberg.

2026-02-04T00:18:29ZMike Rose
Technology

Tether Introduces Open-Source Operating System for Bitcoin Mining to Compete with Proprietary Solutions

Tether has launched MiningOS, an open-source operating system for bitcoin mining as an alternative to proprietary software.

2026-02-04T00:17:54ZMike Rose
Technology

Empowering Access to Real-World Assets: Eliminating the Need for New Gatekeepers

Permissioned blockchains and centralized layer 2s rebuild intermediaries for tokenized assets. Based rollups inherit Ethereum security while enabling compliance.

2026-02-03T23:17:27ZJose Moringa
Technology

Spanish Red Cross Unveils Innovative Blockchain Platform for Secure and Private Humanitarian Aid Distribution

The Spanish Red Cross is rolling out RedChain, a privacy-preserving blockchain aid system that gives donors cryptographic proof of impact without exposing beneficiary identities.

2026-02-03T23:17:08ZMike Rose
Markets

ETH Funding Rate Drops to Negative Territory as US Macro Conditions Temper Buying Momentum

Crypto traders usually view negative funding rates as a buy signal, but this week’s volatility US earnings outcome may cloud the value of the signal for ETH investors.

2026-02-03T23:16:38ZJose Moringa
Markets

Bitwise CIO Predicts End of Crypto Winter as Institutional Investments Begin to Surface

Hougan said institutional ETF and digital asset treasury flows masked the severity of losses across much of the crypto market last year.

2026-02-03T23:16:08ZJose Moringa
News

President Trump Reveals Lack of Knowledge About $500 Million Investment from UAE in World Liberty Financial

Trump denied knowledge of a $500 million Abu Dhabi investment in World Liberty Financial as conflict-of-interest concerns mount in Congress.

2026-02-03T23:15:41ZMike Rose
Technology

Nansen and OpenDelta Partner with Solana to Launch Innovative Index for Tracking Leading Layer 1 Cryptocurrencies

NX8 is the first product rolled out under Nansen’s Joint Venture Protocol, an initiative to support onchain infrastructure development.

2026-02-03T23:15:21ZMike Rose
Bitcoin

Tian Ruixiang Aims to Acquire Up to 15,000 Bitcoin Through Innovative Equity-Linked Agreement

The Nasdaq-listed insurance brokerage said an unnamed investor would contribute BTC as part of a deal that also includes an AI- and crypto-focused strategic partnership.

2026-02-03T22:14:51ZMike Rose
Bitcoin

Upcoming Bitcoin Accumulation Phase Could Depend on Timing of Credit Stress, According to Data Analysis

Bitcoin’s volatility spiked, and its price plummeted to fresh lows as worrying US economic conditions emerged. Will credit stress data signal the next accumulation phase for BTC?

2026-02-03T22:14:19ZMike Rose
Markets

Nevada Authorities Take Legal Action Against Coinbase for Alleged Unlicensed Online Gambling Activities

The enforcement action over wagers on sports event contracts followed Coinbase announcing the launch of prediction markets in all 50 US states.

2026-02-03T22:13:54ZJose Moringa
Markets

Bernstein Predicts Robinhood Will Mitigate Risks as Analysts Outline Bear Market Scenarios Driven by Cryptocurrency Trends

The analysts outlined three crypto-driven bear case scenarios while reiterating their view that the crypto cycle could recover in 2026.

2026-02-03T22:09:12ZJose Moringa
News

Avalanche Policy Coalition Launches Advisory Council and Advocates for Global Energy Solutions Amid Evolving Cryptocurrency Regulations Worldwide

The Avalanche Policy Coalition unveiled a new advisory council, led by Ava Labs General Counsel Lee Schneider.

2026-02-03T22:08:34ZMike Rose
News

Suspicious Crypto Projects Outperform Legitimate Ones in Press Releases

A new report finds most crypto press releases come from high-risk projects, raising questions about disclosure, hype and market manipulation.

2026-02-03T20:43:28ZJose Moringa
Bitcoin

Bitcoin Drops $73K Amid US Stock Market Sell-Off as Analyst Claims BTC Price Movement is Normal

Bitcoin fell under $73,000 as futures liquidations soared and worries over this week’s US corporate earnings triggered a stock sell-off. Will traders finally step in to buy “discounted” BTC?

2026-02-03T20:43:01ZMike Rose
News

Trump Poised to Sign Legislation Aiming to Resolve Partial US Government Shutdown

The US House of Representatives approved a bill on Tuesday that will fund most of the government through the end of September.

2026-02-03T20:42:37ZMike Rose
Markets

Y Combinator to Launch Funding Initiative for Startups Focused on Stablecoins in Spring 2026

YC's Nemil Dalal told The Block that funding will be in USDC across major blockchain networks, including Ethereum, Base, and Solana.

2026-02-03T20:42:16ZJose Moringa
Markets

Galaxy Digital Reports $482 Million Loss While Cash Reserves Continue to Grow

Thanks to equity raises, the company grew its cash and stablecoins reserves by 36% when compared to the previous quarter.

2026-02-03T20:41:50ZJose Moringa
Markets

Fireblocks Teams Up with Canton Network to Enable Regulated On-Chain Settlement Solutions

The integration allows institutions to custody and settle assets on the privacy-enabled blockchain built for regulated financial markets.

2026-02-03T19:40:41ZJose Moringa
Technology

Rails Partners with Stellar to Unveil Onchain Vaults for Enhanced Institutional Derivatives Liquidity

Rails is betting that Stellar‑based smart contract vaults, onchain proofs and segregated collateral can make high‑speed perpetuals more palatable to institutions.

2026-02-03T19:40:06ZMike Rose
Markets

MetaMask Expands with Tokenized US Stocks, ETFs, and Commodities Through Ondo Integration

The rollout provides access to tokenized US stocks, ETFs and commodities through Ondo GM tokens for non-US users on Ethereum, excluding 30 jurisdictions at launch.

2026-02-03T19:39:43ZJose Moringa
Markets

S&P Forecasts Euro Stablecoin Issuance to Surge 1,600 Times, Reaching $1.3 Trillion by 2030

S&P says the euro stablecoin market cap could reach €1.1 trillion by 2030, equivalent to 4.2% of eurozone bank deposits.

2026-02-03T19:39:13ZJose Moringa
News

AI Startup Founded by Robinhood CEO Partners with Controversial Former Eclipse Founder Facing Misconduct Allegations

At the time the former Eclipse CEO and founder Neel Somani acknowledged but denied allegations of sexual harassment.

2026-02-03T19:38:46ZMike Rose
News

The Daily Briefing: Insights from Bitwise CIO on the Harsh Crypto Winter, Vitalik Buterin Revisits Ethereum’s Rollup-Centric Strategy, and More

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

2026-02-03T19:38:19ZMike Rose
Altcoins

Solana Shows Signs of Recovery: Is the $100 Low the Turning Point for a Potential 150% Price Surge?

Solana price technicals suggest that the recent correction to $100 was a buy-the-dip opportunity as traders look for a recovery path toward $260.

2026-02-03T18:37:09ZMike Rose
Markets

VistaShares Introduces Innovative Treasury ETF Featuring Options-Based Bitcoin Exposure

The NYSE-listed BTYB allocates most of its assets to US Treasurys while using options strategies to provide weekly income and Bitcoin-linked exposure.

2026-02-03T18:36:42ZJose Moringa
Markets

Galaxy Digital Faces $482 Million Net Loss in Fourth Quarter of 2025

The crypto company reported significant net losses to its balance sheet in 2025 due in part to “lower digital asset prices and approximately $160 million of one-time costs.“

2026-02-03T18:35:56ZJose Moringa
Markets

Crypto.com Launches Established Prediction Markets App Amid Surging $17 Billion Monthly Volumes Ahead of Super Bowl

Crypto.com is splitting out prediction markets into a standalone app, as competition among exchanges to offer event-based trading swells.

2026-02-03T18:34:59ZJose Moringa
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