On Feb. 12, OKX Ventures announced a strategic investment in STBL, a stablecoin and yield infrastructure provider. At the same time, STBL said it is partnering with Hamilton Lane (Nasdaq: HLNE) and Securitize to launch a real-world-asset-backed stablecoin on X Layer, OKX’s EVM-compatible Layer 2 blockchain. Hamilton Lane is a global private markets investment firm. Securitize provides regulated digital securities issuance and tokenization services. Related: Explained: What is a stablecoin? The capital ...

On February 12, 2026, Oasis Management Co Ltd. disclosed a new position in Core Scientific (NASDAQ:CORZ), acquiring 2,643,729 shares worth $38.49 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Oasis Management Co Ltd. reported acquiring 2,643,729 shares of Core Scientific as a new position. The quarter-end value of the position stood at $38.49 million, which accounts for both the purchase and the stock’s price movement during the period. Wh ...

跨链协议 deBridge 宣布推出 Model Context Protocol（MCP），使 AI 代理及开发工具可在 EVM 链与 Solana 上执行非托管的跨链交换、桥接及多步骤链上操作。deBridge 表示，MCP 提供确定性执行与 MEV 感知路由，用户始终自持资产，并通过单一接口完成钱包编排、链切换与交易重试。（The Block） （来源：吴说） ...

Capital tends to pool where it's convenient to manage, and where there's a lucrative yield given the risk. In crypto, that often means capital flows to the chain that already hosts the most activity, as activity doesn't happen unless there's money to be made. That dynamic shows up the most clearly in tokenized real-world assets (RWAs). You can think of RWAs as traditional financial instruments like stocks or bonds that are represented on a blockchain as crypto tokens, so that their ownership and transfer ...

Group 1: Ethereum Overview - Ethereum is positioned as a leading cryptocurrency, particularly due to its potential in real-world asset (RWA) tokenization, which is expected to drive significant growth over the next five years [2] - Currently, Ethereum hosts approximately $14.6 billion of the total $24.1 billion in tokenized assets within the crypto sector, making it the largest hub for such assets [3] - The value of RWAs on Ethereum has increased by 16% in the past 30 days, indicating a rapid onboarding of asset issuers and managers to the platform [3] Group 2: Future Potential of Ethereum - Boston Consulting Group (BCG) projects that by 2030, there will be around $16 trillion of tokenized assets on blockchains, suggesting a substantial future market share for Ethereum [4] - Ethereum's ecosystem is experiencing growth in available capital, which can be utilized for new financial products and liquidity sources [4] - Major upgrades to the Ethereum network are making it cheaper to use, with two successful updates in 2025 and two more planned for 2026 aimed at enhancing efficiency [5] Group 3: XRP Overview - XRP's investment success is closely tied to Ripple's ability to market the cryptocurrency to financial businesses and develop the XRP Ledger (XRPL) effectively [6] - Ripple is focusing on enhancing programmability and maintaining low transaction costs through the XRPL Ethereum Virtual Machine (EVM) sidechain, which was launched in June 2025 [7]

Core Insights - The net worth of Solana founder Anatoly Yakovenko is estimated to be between $500 million and $1.2 billion by 2026, primarily derived from his holdings in SOL tokens and equity in Solana Labs [1] Group 1: Wealth Sources - Yakovenko's wealth is largely attributed to his holdings in SOL tokens and an estimated 5-10% equity stake in Solana Labs, valued between $250 million and $800 million [1] - On-chain data indicates that a suspected address associated with Yakovenko holds approximately 136,000 SOL, which could value up to $12.2 million when considering other related addresses [1] Group 2: Investments - In addition to SOL, Yakovenko has early investments in liquidity staking service provider Jito Labs and decentralized trading protocol Drift Protocol [1]

Core Insights - The main challenge for tokenized markets is the infrastructure needed for banks and financial institutions to connect to blockchain applications at scale [1][2] - Ownera aims to provide a global interoperability network for tokenized assets, facilitating connections between traditional finance and blockchain systems [1][4] Infrastructure Challenges - Direct connections to blockchains are impractical for banks due to the constantly evolving blockchain ecosystem, which includes frequent protocol upgrades and liquidity shifts [2][3] - Financial institutions require stable custody frameworks, clear regulatory boundaries, and strict controls over asset trading, making management across multiple networks complex and resource-intensive [3] Role of Ownera - Ownera's platform serves as a managed solution that simplifies the complexity of integrating traditional finance with blockchain, ensuring compliance and scalability [4] - The company connects to numerous blockchains and supports multiple applications, which are already processing billions of dollars in trading volume [7] Market Dynamics - The institutional finance market is significantly larger than the crypto market, with a scale more than 100 times bigger, necessitating interoperability without compromising regulatory clarity [6] - The current phase is described as a "critical buildup" toward achieving scale in tokenized markets, indicating a shift towards more integrated financial solutions [7] Innovation Landscape - The crypto sector has seen "greenfield" innovation, creating entirely new products, while institutional finance operates in a "brownfield" environment, where legacy systems must be integrated with new blockchain infrastructure [5]

Core Insights - Consensus Hong Kong 2026 attracted 11,000 attendees from over 122 countries, emphasizing its role in the global dialogue on finance and digital assets [1][2] - The event generated an estimated economic impact of nearly HK$300 million for the local economy, showcasing Hong Kong's commitment to becoming a global hub for digital assets [1][2] - The conference featured over 350 speakers and highlighted key topics such as institutional adoption, stablecoins, and the integration of AI and blockchain technologies [1][2] Event Highlights - The conference was held from February 10-12, 2026, at the Hong Kong Convention and Exhibition Centre, with a diverse audience split nearly 50/50 between Asia and the rest of the world [1][2] - Senior leadership made up 62% of the total attendance, indicating the event's significance for high-level industry decision-makers [1][2] - Keynote addresses included remarks from Hong Kong's Financial Secretary, Paul Chan Mo-po, focusing on the convergence of AI and blockchain [1][2] Innovation and Development - The agenda included discussions on the 'Machine Economy' and the harmonization of AI agents, robotics, and on-chain execution [1][2] - More than 1,000 developers and 240 startups participated in the EasyA Consensus Hackathon and CoinDesk PitchFest, showcasing innovative projects [1][2] - Notable winners included FoundrAI, SentinelFi, and PumpStop, highlighting advancements in AI and crypto trading technologies [1][2] Future Directions - Following the success in Hong Kong, Consensus will move to Miami from May 5-7, 2026, continuing discussions on the digital asset agenda [1][3] - The event aims to reinforce Hong Kong's role as a gateway to Asia and promote forward-thinking policies in the digital asset space [1][3] - Consensus serves as a platform for exploring trends in the digital economy, including DeFi, Web3, and evolving regulatory landscapes [2][3]

Core Insights - HIVE Digital Technologies Ltd. will release its financial results for the nine months ended December 31, 2025, on February 17, 2026, with an earnings call scheduled for 8:00 am Eastern Time [1][2] - The upcoming results will provide insights into HIVE's Bitcoin mining operations and GPU-accelerated high-performance computing business [2] Company Overview - Founded in 2017, HIVE was the first publicly listed company to mine digital assets using green energy [3] - The company operates Tier-1 and Tier-3 data centers across Canada, Sweden, and Paraguay, supporting both Bitcoin mining and AI computing workloads [3] Recent Performance - HIVE reported strong operating results for January 2026, with an average hashrate of 22.2 exahash per second (EH/s), peaking at 23.7 EH/s, representing a 290% increase from 5.7 EH/s a year earlier [4] - Bitcoin production in January totaled 297 BTC, up 191% from 102 BTC in January 2025, with average daily production reaching 9.6 BTC despite a 30% year-over-year increase in global mining difficulty [5] - The company maintained over 2% of the global Bitcoin network hashrate during January [5] Operational Strategy - HIVE attributes its consistent performance to a geographically diversified model spanning three continents and nine time zones, which helped maintain stable operations during severe cold weather in the northern hemisphere [6]

Core Viewpoint - ETHZilla is actively engaging in the tokenization trend by offering tokenized equity in leased jet engines through its subsidiary ETHZilla Aerospace, marking a significant step in the application of blockchain technology in aviation assets [1][2]. Group 1: Tokenization and Investment Opportunity - The Eurus Aero Token I provides tokenized access to equity in jet engines leased to a major U.S. airline, showcasing a practical application of blockchain for aviation assets with predictable cash flows [2]. - The token is available to accredited investors on Liquidity.io, with a targeted return rate of approximately 11% if held until the lease term ends in 2028 [3]. - Each token is backed by a collateral package that includes aircraft engines, lease receivables, reserves, and insurance proceeds, ensuring security for investors [4]. Group 2: Market Performance and Shareholder Value - ETHZilla's shares have increased by around 5% recently, trading at $3.40, although they remain down 31% over the past month [5]. - The company has been exploring ways to enhance shareholder value, including a $250 million share buyback program initiated in late August due to declining share prices [6].