Industry Reports

Mining company Bitdeer releases Q4 2025 financial report, achieving revenue of $224.8 million, a year-over-year increase of 226%; net profit of $70.5 million, with significant growth. Total hash rate reaches 71.0 EH/s, with 1,673 BTC mined through self-mining, and mining machine efficiency improved to 17.9 J/TH. The company is also expanding AI and GPU hosting services.

BNB Chain enhanced its operations in Q4 2025, with daily transactions rising by 30% and fees up 127%. The value of real-world assets (RWA) soared to $2 billion, making BNB second globally after Ethereum, while stablecoin cap reached $15.2 billion amid DeFi trends.

Bitcoin plummeted close to $60,000 last week, triggering market panic. Research firm K33 believes this sharp decline may mark the establishment of a cyclical bottom, as the market experienced a "capitulation sell-off" and rare momentum indicator lows. Analysis shows that extreme data suggests the price will enter consolidation and may retest the lows, with a high probability that $60,000 will serve as the cyclical bottom.

_Cardano approved LayerZero integration, connecting to 150+ blockchains and 400+ tokens._ _LayerZero gives Cardano access to $80B+ in omnichain assets and shared DeFi liquidity._ _Stargate bridge will enable native cross-chain transfers on Cardano without wrapped tokens._ Cardano has ap

Ethereum EIP-8025 allows zkAttesters to validate blocks by verifying zk proofs without re-executing every transaction. The first L1 zkEVM workshop is set for February 11, 2026, covering witness standards, CL integration, and prover setup. Ethereum is planning a change to how block validity c

The article discusses the trend of venture capital shifting to the AI sector by 2025, while also emphasizing the future importance of cryptocurrencies. The author believes that despite the rapid rise of AI, cryptocurrencies remain an inevitable driving force in global finance, especially in terms of cost-effectiveness and convenience, with blockchain technology having clear advantages. He calls for continued efforts in blockchain development, pointing out that the potential opportunities in this field are greater than ever before.

V God speaks again after two years, emphasizing the bidirectional relationship between AI and crypto, and pointing out that the previous attempt of "Crypto Helps AI" lacked real commercial value. New ideas include using Ethereum to ensure privacy and trust in AI interactions, while also integrating AI into the crypto market and governance. In summary, future development should explore the deep integration of AI and the crypto ecosystem to promote better markets and governance.

SingularityNET CEO predicts that AI will surpass humans in strategic thinking within two years, but over-reliance on AI writing tools may lead to decreased brain engagement and weaken critical thinking skills. Studies show that reliance on AI for writing consistently underperforms, and long-term use may cause brain function decline, resulting in superficial knowledge.

Odaily Planet Daily reports that X product lead and Solana advisor Nikita Bier shared the latest data from the X platform: 1. The number of X platform users has exceeded 1 billion 2. The annualized subscription revenue on X platform has surpassed $1 billion 3. In January, X platform set a new record for user engagement 4. X app downloads increased by 50% month-over-month 5. New user daily stay time on X platform increased by 55% 6. The number of articles published on X platform has increased tenfold, with readership growing 17 times

February 12 News, as the digital asset ecosystem continues to extend into real-world assets, the tokenized commodities sector is experiencing rapid growth in 2026. The latest data shows that the total market capitalization in this field has surpassed $6 billion, setting a new record, with gold-backed tokens becoming the main driving force behind the growth. An increasing amount of capital is being allocated to precious metals through blockchain formats, providing the market with new risk hedging options. Currently, Tether's issued XAUT and Paxos's PAXG dominate most of the tokenized gold market share. XAUT's market cap has risen to approximately $3.6 billion, with a growth of over 50% in the past 30 days and nearly 200% over six months; PAXG's market cap is about $2.3 billion, with a growth of over 60% in the past three months and over 140% in six months. Together, they almost dominate the entire tokenized commodities track. In comparison, smaller products like PGOLD and XAUM are expanding but still significantly behind in scale.

Sonic Labs focuses on strengthening the value of its S token. Sonic plans to build and acquire core applications and infrastructure, with integrated revenue streams. Sonic Labs, the blockchain development company formerly known as Fantom Foundation, announced that it is going to focus on

CertiK reports show that the total predicted market trading volume is expected to grow from $15.8 billion in 2024 to $63.5 billion in 2025, a fourfold increase continuing into January 2026. The week of January 18th set a record with $6 billion. However, the three major platforms (Kalshi, Polymarket, Opinion) account for 95% of the market, creating systemic risk, with fake trades reaching up to 60% during peak airdrop periods.

Anchorage Digital Stablecoin Business Director Sergio Mello stated at the Hong Kong conference that since the launch of Bitcoin, stablecoins have evolved into financial infrastructure with performance and global accessibility superior to traditional payment systems. He emphasized that successful stablecoins must have three key elements: distribution applications, liquidity support, and ecosystem integration.

Ethereum Foundation Co-Executive Director Wang Xiaowei discussed issues such as Ethereum scalability, user experience, and AI agents at Consensus 2026, emphasizing that L2 should pursue differentiation while L1 should serve as a secure settlement layer. She also mentioned plans to push dynamic account abstraction to improve user experience, enhance privacy features, advance ZK-EVM to reduce network load, and called for establishing trust standards for AI agents.

The UK Treasury has selected HSBC's Orion blockchain platform as the technology provider for the pilot issuance of digital sovereign bonds (DIGIT), planning to conduct testing within the legal sandbox, highlighting the institutional approach to sovereign debt tokenization. This trial will enhance settlement speed but faces liquidity bottlenecks. Traditional financial institutions will benefit from this process, demonstrating the potential for blockchain to be integrated into the traditional financial system.

The yield-bearing stablecoin market has grown from nearly zero at the end of 2023 to a scale of $140 billion by early 2026, becoming a new liquidity foundation for the crypto market. The participation of traditional financial institutions has made it no longer a virtual scenario, with protocols like Aave and Morpho gradually evolving into "on-chain banks," driving the maturity of financial infrastructure. Investors should focus on long-term sustainability, institutional capital inflows, and the evolution of collateral assets, which will enhance the overall capital efficiency of the DeFi ecosystem.

JPMorgan analysts are optimistic about the cryptocurrency market in their latest report, believing that institutional investor capital inflows and regulatory clarity will support market growth. Although Bitcoin's current trading price is below production costs, it is expected to self-correct, and crypto legislation will drive market recovery.

Polygon joins EEA to work on institutional payment rails, global settlement, and compliant movement from onchain to traditional rails. Open Money Stack ties stablecoin rails to Coinme on/off ramps and Sequence wallet tools for merchant and user access. Polygon has joined the Enterprise

Messari's BNB Chain Q4 2025 report shows that the BNB market capitalization at the end of the year reached $118.9 billion, a 17.8% increase year-over-year. The average daily trading volume grew by 30.4%, with RWA becoming the growth engine, and on-chain scale reaching $20 billion. The stablecoin market cap increased by 9.2%, and DeFi TVL was $6.6 billion.