Mike Rose Research

Markets, Finance, Technology

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