Mike Rose Research

Markets, Finance, Technology

News

MARA Successfully Acquires Majority Stake in French Data Center Subsidiary

Last August, Bloomberg reported MARA would pay $168 million in cash to secure a 64% stake in Exaion from EDF Pulse Ventures.

2026-02-20T18:47:38ZJose Moringa
Markets

Tennessee Judge Issues Preliminary Injunction to Halt State Actions Against Kalshi

The judge found Kalshi is likely to succeed in arguing that sports event contracts qualify as swaps under federal commodities law, potentially preempting state regulation.

2026-02-20T09:35:02ZJose Moringa
Bitcoin

Metaplanet CEO Defends Company Performance Amidst Online Criticism

Metaplanet CEO Simon Gerovich pushed back against online criticism of the company's transparency and bitcoin strategy.

2026-02-20T08:34:39ZMike Rose
Markets

Parsec Closes Its Doors Amid Ongoing Turbulence in the Cryptocurrency Market

The on-chain analytics firm‘s focus on decentralized finance and non-fungible tokens had fallen out of step with the industry‘s current trajectory.

2026-02-20T06:34:05ZJose Moringa
News

Bitdeer's Stock Plummets 17% Following $300 Million Debt Offering

Bitdeer has launched its second-ever convertible senior note offering, which has seen its shares tumble 29% so far this year.

2026-02-20T05:33:40ZJose Moringa
Markets

White House Proposes Limited Stablecoin Incentives During Third Crypto and Banking Summit

White House crypto adviser Patrick Witt reportedly refocused crypto and bank lobby talks on a crypto bill to allow stablecoin rewards tied to transaction activity.

2026-02-20T05:33:14ZJose Moringa
Markets

Illicit Stablecoin Activity Reaches Record High of $141 Billion in 2025 According to TRM Labs

Sanctions evasion networks, guarantee marketplaces, and large-scale money laundering schemes dominated illicit stablecoin use, says TRM Labs.

2026-02-20T04:32:46ZJose Moringa
News

Fed Official Kashkari Critiques Cryptocurrency and Stablecoins While Celebrating the Potential of AI

Minneapolis Fed President Neel Kashkari says crypto is “utterly useless” compared to AI, and that pro-stablecoin arguments are “a buzzword salad.”

2026-02-20T04:32:16ZMike Rose
Bitcoin

Developer Explains Mysterious Bitcoin Selloff Linked to Quantum Fears While Ether Remains Stable

Bitcoin developer Matt Carallo says Bitcoiners are looking to “blame something” for the asset’s sluggish price, dismissing quantum fears as the culprit.

2026-02-20T03:31:55ZMike Rose
Technology

Tech Executives Determine AI Agents Are Too Expensive When Compared to More Affordable Human Labor

Tech investor Jason Calacanis says he’s paying around $110,000 annualized to run an AI agent, more than most US salaries, and it’s not running at full capacity.

2026-02-20T02:31:23ZMike Rose
Bitcoin

Exploring the Bitcoin Options Market Structure: Signs Point to a Potential $60K Retest in February

Bitcoin may stay capped under $70,000 as traders deploy bearish options strategies, and spot BTC ETF outflows point to a retest of the yearly low.

2026-02-19T23:30:59ZMike Rose
News

Trump Family Hosts Exclusive Crypto Forum for Wall Street Leaders at Mar-a-Lago

An inaugural event by the Trump family’s crypto platform saw crypto and finance executives flying to Florida to rub shoulders with regulators and members of Congress.

2026-02-19T22:30:03ZJose Moringa
Altcoins

Ethereum Foundation Identifies Quantum Readiness and Gas Limit Adjustments as Key Priorities for 2026

The Ethereum Foundation called 2025 one of its “most productive years,” highlighting two major network upgrades and the gas limit significantly increasing.

2026-02-19T22:29:39ZMike Rose
Technology

Understanding How Address Poisoning Functions Without Compromising Private Keys

Address poisoning works by cluttering your transaction history with fake entries, tricking you into sending funds to a scammer’s address by mistake.

2026-02-19T22:29:14ZMike Rose
Bitcoin

Bitcoin Lightning Network Surpasses $1 Billion in Monthly Transaction Volume, According to New Report

Analysis by Bitcoin services company River forecasts a transaction surge as individuals and businesses experiment with AI agentic payments.

2026-02-19T22:28:56ZMike Rose
Markets

Kraken's xStocks Surpasses $25 Billion in Volume, Boasting Over 80,000 Onchain Holders

Blockchain-based versions of US stocks are drawing growing investor activity, with onchain wallets and cross-venue trading expanding rapidly.

2026-02-19T22:28:32ZJose Moringa
Markets

Bitcoin ETFs Experience $133 Million in Outflows Amidst Persistent Extreme Fear in Market Sentiment

US-listed spot Bitcoin ETFs have shed $238 million this week, potentially setting up the first five-week outflow streak since March 2025.

2026-02-19T21:24:44ZJose Moringa
Bitcoin

Ledn Secures $188 Million Through Innovative Bitcoin-Backed Loan Securitization, Reports Bloomberg

The Bitcoin lender reportedly packaged thousands of Bitcoin-backed consumer loans into rated bonds, giving investors a new way to take crypto‑linked risk without holding BTC.

2026-02-19T21:24:27ZMike Rose
Markets

Morgan Stanley and Major Investors Increase Bitmine Investments During Market Sell-Off

Bitmine’s top holders continued to increase exposure, showing steady institutional demand for the largest Ether treasury company from Wall Street heavyweights.

2026-02-19T21:24:03ZJose Moringa
Markets

Study Reveals Community Banks Experiencing Significant Net Deposit Outflows to Coinbase

A transaction-level analysis of 92 community banks found $78.3 million in net deposits moved to Coinbase over 13 months, with money market accounts losing most outflows.

2026-02-19T21:23:13ZJose Moringa
Markets

SEC Leaders Aim to Illuminate the Interaction of Tokenized Securities with Current Regulations

Paul Atkins and Hester Peirce spoke at ETHDenver on Wednesday on the future of regulation at the SEC and its response to crypto market volatility.

2026-02-19T21:22:54ZJose Moringa
Bitcoin

Record-Breaking Monthly Losses in Bitcoin Suggests a Potential Turnaround Ahead

Bitcoin is on course to lock in another negative month, but one analyst says major differences in the current market structure could be a sign of a pending trend reversal.

2026-02-19T21:22:36ZJose Moringa
Technology

Robinhood’s Layer 2 Testnet Achieves Impressive Four Million Transactions in Its First Week, Reports CEO Vlad Tenev

Robinhood Chain is an Ethereum Layer 2 built on Arbitrum designed to support tokenized real-world assets and onchain financial services.

2026-02-19T21:22:17ZJose Moringa
Markets

UAE-Connected Bitcoin Mining Generates $344 Million in Unrealized Profits Before Energy Expenses, Reports Arkham

Arkham attributes approximately $344 million in unrealized profit to wallets linked to UAE royal family–affiliated mining operations.

2026-02-19T21:21:53ZJose Moringa
Bitcoin

Hacker Shocks World by Returning $21 Million in Bitcoin Stolen from South Korean Authorities

Local media reported that the stolen 320 Bitcoin was returned to a wallet controlled by authorities, with the unknown hacker seemingly having a sudden change of heart.

2026-02-19T20:21:29ZMike Rose
Markets

Robinhood's Layer 2 Testnet Achieves 4 Million Transactions in Its First Week, According to CEO

Robinhood plans a mainnet launch later this year as the testnet hosts experimental assets, including stock-style tokens.

2026-02-19T20:21:06ZJose Moringa
Markets

Lawsuit Against Polymarket Could Determine the Future Regulatory Landscape for U.S. Prediction Markets

Polymarket’s lawsuit challenges state authority and could redefine whether the CFTC controls US prediction markets or whether states set their own rules.

2026-02-19T20:20:38ZJose Moringa
Markets

Blockchain Data Could Forecast Drug Overdose Increases Months Ahead According to Chainalysis

Larger crypto payments to darknet markets were linked to higher stimulant hospitalizations and deaths in Canadian health data.

2026-02-19T20:20:10ZJose Moringa
Markets

ProShares Ventures into Stablecoin Reserves with Innovative Treasury ETF Compliant with GENIUS Act

The ETF invests exclusively in short-term US Treasurys and is structured for potential use by stablecoin issuers under US reserve requirements.

2026-02-19T20:19:43ZJose Moringa
Markets

Bollinger Bands Signal Imminent Volatility for Bitcoin: Will Prices Surge or Plummet?

The Bollinger Bands indicator has narrowed to its tightest level on record, a rare technical setup that analysts say is a sign of a pending directional move.

2026-02-19T20:19:09ZJose Moringa
Bitcoin

Hacker Strikes Deal to Return $21 Million in Stolen Bitcoin to South Korean Authorities, According to Report

South Korean prosecutors have recovered about $21 million worth of bitcoin stolen from their custody last year.

2026-02-19T20:18:44ZMike Rose
Markets

Uniswap Governance Explores Activation of Protocol Fees for All V3 Pools and Expansion to Eight New Blockchains

Uniswap's community is mulling expanding protocol fees to bolster revenue collection across all remaining v3 pools on the Ethereum mainnet.

2026-02-19T20:18:28ZJose Moringa
Markets

Soil Introduces RLUSD Yield Protocol on XRP Ledger, Enhancing Functionality for Ripple's Stablecoin

Soil has launched what it describes as the first compliant real-world asset-backed yield protocol on XRP Ledger for RLUSD.

2026-02-19T20:17:59ZJose Moringa
Bitcoin

Voltage Enhances Bitcoin Infrastructure by Introducing USD-Settled Revolving Credit Line on Lightning Network

Voltage launched a USD-settled Bitcoin Lightning Network revolving credit line following a $1 million institutional Lightning transaction.

2026-02-19T20:17:26ZMike Rose
Markets

CME Group Set to Introduce Round-the-Clock Crypto Futures and Options Trading Starting May 29

CME Group will begin offering 24/7 cryptocurrency futures and options trading on May 29 as volumes hit record highs.

2026-02-19T20:16:55ZJose Moringa
Bitcoin

Surge in Google Searches Indicates Growing Concerns About Bitcoin's Potential Decline to Zero Since 2022

“Bitcoin going to zero” Google searches have spiked to their highest level since the FTX collapse, even as institutional buyers accumulate BTC and macro uncertainty hits record highs.

2026-02-19T19:16:12ZMike Rose
Markets

Deutsche Börse Executive Highlights Tokenization as a Progressive Evolution Rather Than a Threat

Carlo Kölzer says tokenization is not threatening but is reshaping traditional markets after the company's 360T platform integrates Kraken-backed xStocks.

2026-02-19T19:15:52ZJose Moringa
Bitcoin

Voltage Launches Bitcoin Lightning Credit Line in USD for Businesses

Voltage has launched a US dollar‑settled revolving credit line that plugs directly into Bitcoin and Lightning payment flows, letting businesses send instant, Lightning‑style payments.

2026-02-19T19:15:27ZMike Rose
Bitcoin

Bitcoin Holders Show Resilience Amid Bear Market, Yet Price Floor Threatens 20% Decline According to Glassnode

Bitcoin trades in a tight demand zone that formed in 2024, but previous bear market data suggest the channel will break and lead to new lows.

2026-02-19T19:15:05ZMike Rose
Bitcoin

Bitcoin ETFs Maintain $53 Billion in Net Inflows Amid Recent Outflows, According to Bloomberg Report

Heavy outflows haven’t erased the success of spot Bitcoin ETFs, which still hold $53 billion in cumulative inflows, according to Bloomberg analyst Eric Balchunas.

2026-02-19T19:14:41ZMike Rose
Markets

Ripple CEO announces upcoming White House meeting to discuss collaboration between cryptocurrency and banking representatives

Trump administration officials held a similar event last week to discuss stablecoin yield within a market structure bill under consideration in Congress.

2026-02-19T19:14:20ZJose Moringa
Markets

Bitdeer Experiences Stock Decline Following $300 Million Debt Financing for High-Performance Computing Expansion

Bitdeer plans $300 million convertible note offering to expand high-performance computing; shares drop 18%, down 37% this month.

2026-02-19T19:14:01ZJose Moringa
Markets

Polymarket Expands Its Reach with Acquisition of Innovative Prediction Market API Startup Dome

Dome, which offers a unified API for prediction markets, was developed as part of startup accelerator Y Combinator’s Fall 2025 cohort.

2026-02-19T19:13:41ZJose Moringa
Markets

SEC Officials Peirce and Atkins Propose Step-by-Step Approach for Tokenized Securities as Agency Prepares to Introduce Innovation Exemption

SEC leadership unveiled details of an innovation exemption, describing it as an incremental step to enable tokenized securities.

2026-02-19T19:13:13ZJose Moringa
Markets

Mizuho Analysts Suggest Gemini Stock Decline May Reflect Anticipated Leadership Changes

Mizuho keeps its $26 price target for Gemini and argues cost reductions and a narrower geographic focus could improve margins over time.

2026-02-19T19:12:49ZJose Moringa
Markets

Parsec, the Onchain Analytics Tool, Announces Gradual Wind Down of Operations

The onchain analytics startup, launched in early 2021, raised a $1.25 million seed round and a $4 million seed extension.

2026-02-19T19:12:28ZJose Moringa
Markets

Newity Secures $11 Million Funding to Revolutionize Small Business Loans with Onchain Technology

Newity has raised $11 million in new funding led by CMT Digital as it explores taking its small business lending platform onchain.

2026-02-19T19:12:09ZJose Moringa
News

Financial Institutions Struggle to Embrace Cryptocurrency as It Gains Popularity

Crypto’s reputation is improving, but investors still complain that their banks are blocking their accounts for interacting with digital assets.

2026-02-19T18:11:43ZJose Moringa
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