Every market. Every asset. Every agent. On Solana. ...

Core Insights - Rumble Inc. has integrated Tether's USA₮ stablecoin into its Rumble Wallet, enhancing payment options for creators on the platform [1][2] - This integration allows creators to receive payments in a stable digital currency, promoting financial freedom and reducing reliance on traditional banking systems [2] Company Overview - Rumble is a technology platform focused on protecting a free and open internet, encompassing cloud, AI, and digital media services [3] - Tether is a leader in stablecoin technology, aiming to transform the global financial landscape and enhance financial inclusion [4] Strategic Collaboration - The partnership between Rumble and Tether aims to empower creators by providing direct, fast, and borderless payment solutions, eliminating the need for intermediaries [2] - Tether's USA₮ stablecoin allows creators to own and utilize digital dollars on-chain, aligning with the decentralized nature of the internet [2]

🚨BREAKING: HYPERLIQUID LAUNCHES POLICY CENTER WITH $28M BUDGET, TAPS CRYPTO HEAVYWEIGHT JAKE CHERVINSKY AS CEOFirst revealed by @Fortune, @Hyperliquid has launched the Hyperliquid Policy Center in Washington, D.C., backed by $28 million in $HYPE tokens.The initiative will be led by prominent crypto lawyer Jake Chervinsky (@jchervinsky)Hyper Foundation confirmed 1M $HYPE support recently, with the tokens set to be unstaked later today.The goal is to create a legal framework to support the adoption of decentr ...

Core Viewpoint - Greenlane Holdings, Inc. has appointed Jason Hitchcock as its new Chief Executive Officer, effective immediately, to lead the company's strategic initiatives in digital assets and decentralized finance [1][2]. Company Overview - Greenlane is a global platform focused on the development and distribution of premium lifestyle accessories and consumer products through various retail channels and direct-to-consumer sales [9]. - The company initiated a Berachain-focused digital asset treasury strategy in October 2025, aimed at acquiring BERA and enhancing BERA-per-share through effective treasury management [9]. Leadership Background - Jason Hitchcock brings over 15 years of experience in technology and revenue growth, having previously served as Head of Business Development at thirdweb, where he developed enterprise strategies across over 150 blockchain networks [2][3]. - He has held senior roles at Twitch and Bebo, contributing to significant platform growth and was part of the founding team at Bebo [4]. Digital Asset Strategy - As CEO, Hitchcock will oversee corporate strategy, capital allocation, and operational execution, with a focus on deepening Greenlane's involvement in the Berachain ecosystem through validator operations, staking, and liquidity provisioning [7]. - Hitchcock aims to position Greenlane as the largest public holder of BERA, leveraging its treasury within Berachain's Proof of Liquidity ecosystem to maximize yield opportunities [8]. Berachain Overview - Berachain operates on a Proof of Liquidity mechanism, which incentivizes users to provide liquidity rather than locking tokens, thus creating a market-driven environment that rewards validators, liquidity providers, and stakers [10]. - The network has raised $150 million from prominent digital asset investors, indicating strong market interest and support for its innovative approach [10].

Join us as the ARK team takes a deep dive into our Big Ideas 2026 research report. To follow along, make sure to download the full report at https://www.ark-invest.com/big-ideas-2026 Key Sections: 00:00:00 The Great Acceleration 00:16:13 AI Infrastructure 00:27:56 The AI Consumer Operating System 00:38:23 AI Productivity 00:43:18 Bitcoin 00:55:29 Tokenized Assets 01:00:23 Decentralized Finance Applications 01:04:40 Multiomics 01:18:06 Reusable Rockets 01:22:45 Robotics 01:32:54 Distributed Energy 01:37:47 A ...

Core Insights - SoFi Technologies and Ally Financial reported contrasting fourth-quarter earnings, with SoFi beating estimates but experiencing a significant drop in share price, while Ally missed estimates but saw a smaller decline in its stock price [2][7] SoFi Technologies - SoFi achieved $1.03 billion in revenue and $0.13 EPS, exceeding expectations [3][5] - The company added 1 million members in Q4, bringing the total to 13.7 million [3] - Home loan originations doubled, and personal loans grew by 43% [3] - Fee-based revenue reached $443 million, a 53% increase, driven by crypto trading and the launch of SoFiUSD stablecoin [3] - CEO Anthony Noto projected $4.655 billion in revenue for 2026, indicating a 30% growth rate and $0.60 EPS [3][5] - SoFi's strategy focuses on becoming a comprehensive financial platform, with risks tied to execution and potential slowdowns in crypto adoption or loan demand [5] Ally Financial - Ally reported $2.12 billion in revenue, missing the $2.19 billion estimate, and EPS of $0.95, falling short of the $1.05 consensus [4][5] - Net income surged 178% year-over-year to $300 million, with a record $43.7 billion in consumer auto loans originated for the year [4] - The company resumed its $2 billion share buyback program and maintained a quarterly dividend of $0.30, resulting in a 2.9% dividend yield [4][6] - Ally's strategy is centered on the stabilization of auto lending as interest rates normalize, with a cautious outlook and no guidance for 2026 [6]

Core Insights - SoFi Technologies and Ally Financial have shown contrasting market reactions following their Q4 earnings reports, with SoFi's shares down 25% year-to-date despite beating estimates, while Ally's shares are down only 9% after missing estimates [1] Group 1: Financial Performance - SoFi reported Q4 revenue of $1.03 billion and EPS of $0.13, exceeding expectations [1] - Ally's Q4 revenue was $2.12 billion, missing the $2.19 billion estimate, with an EPS of $0.95 falling short of the $1.05 consensus [1] - Ally's net income surged 178% year-over-year to $300 million, while SoFi added 1 million members in Q4, bringing its total to 13.7 million [1] Group 2: Growth and Strategy - SoFi aims for a revenue target of $4.655 billion by 2026, indicating a growth rate of 30%, focusing on crypto and lending scale [1] - Ally's strategy revolves around stabilizing auto lending as interest rates normalize, with a record $43.7 billion in consumer auto loans originated for the year [1] - SoFi's fee-based revenue increased by 53% to $443 million, driven by crypto trading and the launch of SoFiUSD stablecoin [1] Group 3: Valuation and Market Sentiment - SoFi has a high P/E ratio of 50, which requires flawless execution to justify, while Ally's P/E ratio is 17, indicating a more stable valuation [1] - Analyst target prices suggest limited near-term upside for SoFi at $26.87, while Ally's target of $52.76 implies a 29% upside [1] - Retail sentiment around SoFi is showing bullish positioning, particularly in options markets following its earnings report [1]

FT raise mental model.FT has had some big headlines;- $200m seed- $25m follow-on- $55m Impossible- $10m CoinListBut, this isn't actually money raised. In traditional finance terms, this is the equivalent of raising money, putting that all in tbills, and using only the interest to cover opex. The capital remains untouched. And this is what allows investors their anytime "refund" option.The beauty of decentralized finance and smart contracts, is that we can do this within smart contract guarantees, onchain, n ...

Group 1: Market Overview - The crypto market experienced a significant sell-off on February 5, with major cryptocurrencies crashing by 14% or more, and they have not fully recovered since then [1] - Despite the downturn, there are opportunities for bargain shopping in the crypto space [1] Group 2: Investment Allocation - A proposed allocation of $1,000 to cryptocurrencies includes $700 for Bitcoin, which is considered the foundational asset in the crypto sector [2][3] - Bitcoin is viewed as a scarce and in-demand asset, making it a safer investment compared to others in the crypto market [4] Group 3: Ethereum Insights - Ethereum is the second choice for investment, with an allocation of $200, due to its dominance in smart contract activity and plans for scaling to reduce transaction costs [5][6] - However, Ethereum is considered riskier than Bitcoin due to increased competition, technical complexity, and potential execution issues [7] Group 4: XRP Analysis - XRP receives the smallest allocation of $100, as its potential upside is contingent on winning competitive scenarios in the market [8]

Core Viewpoint - Tron Inc. is expanding its TRON (TRX) treasury, reinforcing its position as the largest publicly traded TRX treasury strategy company, indicating strong long-term confidence in the TRON ecosystem [1][4]. Group 1: Treasury Expansion - The company acquired approximately 181,346 TRX tokens on February 11 at an average price of about $0.28, and has added approximately 3,656,868 TRX tokens since January 22, bringing total TRX treasury holdings to over 681.2 million TRX tokens [2]. - Tron Inc. plans to grow its TRX treasury holdings through disciplined daily purchases of approximately $50,000 worth of TRX for 360 consecutive days, aiming to capitalize on long-term network adoption and increasing institutional interest [3]. Group 2: Strategic Positioning - The CEO of Tron Inc. emphasized that building the largest TRX treasury in public markets is a strategic move, reflecting confidence in TRON's scalability and long-term value creation [4]. - With the largest TRX holdings of any publicly traded company, Tron Inc. differentiates itself as a public vehicle for institutional exposure to the TRON ecosystem while maintaining a disciplined approach to capital allocation and shareholder value creation [4]. Group 3: Company Overview - Tron Inc. is a publicly traded company pioneering blockchain-integrated treasury strategies and is committed to transparency and the adoption of decentralized finance for long-term value creation [5]. - The company also designs, develops, and manufactures custom merchandise for major theme parks and entertainment venues, distributing products worldwide [5].