Group 1 - Harvard disclosed a reduction of 1.46 million shares in BlackRock's iShares Bitcoin Trust (IBIT), decreasing its position to approximately $265 million [2] - Simultaneously, Harvard opened a new position of 3,873,044 shares in BlackRock's iShares Ethereum Trust, valued at roughly $86.8 million [2] - The total combined spot crypto ETF exposure for Harvard at the end of the quarter exceeded $352 million [2] Group 2 - Harvard initially disclosed a $116 million position in IBIT in August 2025, which tripled to around $350 million by November before the recent reduction [3] - The move to sell Bitcoin and invest in Ethereum suggests a strategic shift, with analysts indicating that ETH may be undervalued compared to BTC [4] - The decision reflects a broader trend where Ethereum is increasingly recognized as a significant asset alongside Bitcoin, with BlackRock showing more interest in ETH [5][7] Group 3 - Major institutions are now monitoring the BTC/ETH ratio to inform their portfolio decisions, indicating confidence in the longevity and potential growth of both assets [7] - Bitcoin is viewed primarily as a store of value, while Ethereum is considered a productive asset with multiple return drivers, including its role in smart contracts and infrastructure [8]

NASHVILLE, Tenn.--(BUSINESS WIRE)--Nakamoto Inc. (NASDAQ: NAKA) ("Nakamoto†or the "Company†) today announced that it has entered into merger agreements to acquire BTC Inc, the leading provider of Bitcoin-related media and events, and UTXO Management GP, LLC ("UTXO†), an investment firm focused on private and public Bitcoin companies (collectively, the "Transaction†). The Transaction is expected to close in the first quarter of 2026, subject to customary closing conditions. The Company's option. ...

Tharimmune, Inc. Announces Corporate Rebrand to Canton Strategic Holdings, Inc., Marking Milestone in Canton Network Digital Asset Treasury Strategy [Accessibility Statement] Skip NavigationNew NASDAQ Ticker Symbol "CNTN" to Begin Trading February 18, 2026Company Positioned to Support Institutional Adoption of First Privacy-Enabled Public Blockchain Processing $9 Trillion in Monthly Transaction VolumeNEW YORK, Feb. 17, 2026 /PRNewswire/ -- Tharimmune, Inc. (NASDAQ: THAR) (the "Company") the first publicly t ...

Core Viewpoint - The price of Bitcoin has decreased by 48% over the past four months, negatively impacting speculative altcoins like Solana, which is down 37% year-to-date and currently trades at $78, a 73% discount from its all-time high of $294 [1] Group 1: Solana's Current Situation - Solana recently reached a two-year low of $67, leading to a bearish outlook with a price target of $50 being more likely than a recovery to $250 due to significant downward momentum [3] - Market sentiment around Solana is overly negative, with some analysts suggesting it could potentially triple in value this year if conditions improve [1] Group 2: Contrarian Perspectives - A new investment thesis from Standard Chartered suggests that Solana is transitioning from a meme-coin centric blockchain to a stablecoin-centric network, which could drive significant growth [4] - Solana has recently surpassed Ethereum as the fastest-growing blockchain for stablecoins in terms of transaction volume and velocity, making it more attractive for micro-size stablecoin payments [5] Group 3: Future Projections - Standard Chartered forecasts that Solana could reach $200 this year, $400 next year, and potentially $2,000 by the end of 2030, indicating that current bearish sentiment may be exaggerated [6] - Prediction markets indicate a 44% chance of Solana hitting $150 this year, a 23% chance of reaching $200, a 14% chance of hitting $250, and a 10% chance of reaching $300 [7][8]

Core Insights - Grant Cardone is selling his Golden Beach mansion for 700 BTC, approximately $46.58 million at current prices, emphasizing the potential appreciation of Bitcoin over real estate in the long term [4][2][1] - The property is notable for its size (10,000 sq ft), featuring 7 bedrooms and 6 garages, and is located on a private shoreline [4][2] - Cardone's strategy reflects a belief in Bitcoin's long-term value, having previously listed the property for 400 BTC, which was quickly under contract [2][1] Real Estate Market Trends - A report by Agents Gather forecasts a 3-5% appreciation for Miami's ultra-luxury estates in 2026 and a 4-6% appreciation in 2027, indicating a positive outlook for high-end real estate in the area [5] - Despite Bitcoin's volatility, which saw a 30% decline last year and an additional 24% drop in 2026, its long-term growth has been significant, with a 16,000% increase over the past decade [5] Investment Strategy - Cardone's firm, Cardone Capital, has shown a commitment to Bitcoin, purchasing 200 BTC after market corrections and investing an additional $10 million recently [6] - The decision to sell a luxury jet suggests a strategy to liquidate assets to capitalize on Bitcoin's price fluctuations [7][8]

Economic Data - The U.S. consumer prices rose by +0.2% month-over-month in January, which is weaker than the expected +0.3% and marks the smallest gain since July [1] - Year-over-year headline inflation decreased to +2.4% in January from +2.7% in December, also below the expected +2.5% [1] - The core CPI, excluding food and fuel prices, increased by +0.3% month-over-month and +2.5% year-over-year in January, aligning with expectations [1] Market Performance - Wall Street's major equity averages closed mixed, with software stocks like CrowdStrike Holdings rising over +4% and ServiceNow gaining more than +3% [2] - Cryptocurrency-exposed stocks surged after Bitcoin's price rose over +4%, with Coinbase Global jumping over +16% [2] - Applied Materials advanced over +8% after reporting better-than-expected FQ1 results and issuing strong FQ2 guidance [2] - Constellation Brands slumped more than -8% after announcing a CEO succession [2] Federal Reserve Insights - The CPI report is not expected to change the Fed's near-term outlook, with potential for further easing later this year contingent on a convincing decline in inflation [6] - Chicago Fed President indicated that interest rates could be lowered if inflation trends towards the 2% target, but currently, it remains around 3% [6] - U.S. rate futures indicate a 92.2% chance of no rate change and a 7.8% chance of a 25 basis point rate cut at the March Fed meeting [7] Corporate Earnings and Reports - Notable companies reporting earnings this week include Walmart, Palo Alto Networks, and Booking Holdings, among others [11] - Quarterly 13F filings from major investors like Berkshire Hathaway are expected to provide insights into fourth-quarter portfolio changes [11] Global Market Trends - The Euro Stoxx 50 Index is attempting to stabilize after volatility due to AI concerns, with utilities and healthcare stocks advancing [13] - The U.K. unemployment rate rose to 5.2%, and Germany's annual inflation rate increased to 2.1% in January [14] - Japan's Nikkei 225 Index closed lower amid profit-taking and concerns over AI disruption, while Japan's bond market saw increased demand [16][17]

Goldman, Nasdaq CEOs to headline Mar-a-Lago crypto 'forum' hosted by Don Jr. and Eric Trump | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]David Solomon, Chairman and CEO, Goldman Sachs, attends at the Global Financial Leaders' Investment Summit, in Hong Kong, China, November 4, 2025. REUTERS/Tyrone Siu [Purchase Licensing Rights, opens new tab]- Companies- Summary- World Liberty Financial central to Trump family's wealth- World L ...

Core Insights - The total value of all cryptocurrencies has dropped to $2.3 trillion, the lowest since 2024, with Ether down 57% from its 2025 peak [1] Industry Overview - Ethereum is the leading platform for decentralized applications, which are gaining popularity in financial services and gaming [2] - The demand for Ether is driven by fees incurred when using Ethereum-based applications, suggesting that as the network expands, Ether's value should theoretically increase [2][3] Decentralized Applications - Decentralized applications on Ethereum operate through smart contracts, which are immutable and ensure equal treatment of users [3] - The Ethereum network is decentralized, hosted on thousands of nodes globally, ensuring 100% uptime over the last decade [4] Popular Applications - Thousands of decentralized applications have been developed on Ethereum, with Uniswap being a notable example, allowing users to trade cryptocurrencies without needing an account [5] - Uniswap offers greater convenience compared to centralized exchanges like Coinbase, which require account creation and compliance with strict regulations [6]

Group 1 - The crypto market is currently experiencing a downturn, but upcoming legislation could catalyze a recovery sooner than expected [1] - Two significant pieces of crypto market legislation are anticipated to be introduced this summer, potentially leading to increased institutional adoption [2] - The Genius Act, which focuses on stablecoins, is entering its implementation phase, providing a formal regulatory framework for stablecoins [3] Group 2 - The new regulations under the Genius Act will establish reserve standards, audits, and supervision for stablecoin issuers, which is expected to enhance institutional adoption [4] - The Clarity Act, aimed at providing clarity in the digital asset market, faced delays but is now gaining support, with expectations for it to be signed into law by July [5][7] - The Clarity Act is expected to shift regulatory oversight to the CFTC, a more crypto-friendly regulator, facilitating the introduction of new financial products like ETFs tied to crypto assets [8][9]

Inside Consensus Hong Kong 2026 This series covers the key debates and trends that emerged from Consensus Hong Kong 2026, drawing on main stage sessions, side events, and on-the-ground interviews during the second week of February. The RWA War: Stablecoins, Speed, and Control Crypto’s AI Pivot: Hype, Infrastructure, and a Two-Year Countdown Crypto’s TradFi Moment: Institutions Are In, but on Their Terms The numbers keep getting cited at crypto conferences, but at Consensus Hong Kong 2026, they ca ...