In August 2025, BeInCrypto said Peter Thiel held 7.5% of ETHZilla via Founders Fund; Securities and Exchange Commission filings from late 2025 indicate his stake fell to 0%. On February 18, 2026, Crypto Town Hall highlighted the full exit as Ethereum's slump pressured corporate treasuries and ETHZilla sold assets while exploring tokenized aviation exposure.

Coinbase reported quarterly revenue of about $1.78 billion but ended the period with a net loss of $667 million, while adjusted EBITDA remained positive at $566 million. Trading income dropped to roughly $983 million as spot Bitcoin ETFs, which collectively hold about 7% of Bitcoin's maximum supply through Coinbase custody, saw billions in outflows. Subscription and services revenue climbed to $727 million, driven mainly by stablecoin-related activity, and the company highlighted ongoing political negotiations over market structure and stablecoin rewards.

On 12 February, Cardano announced a strategic integration with LayerZero to bring omnichain interoperability, OFT tokens and new DeFi liquidity to its ecosystem. The move connects Cardano's eUTXO-based blockchain to more than 160 networks and over 400 omnichain assets, aiming to attract stablecoins, tokenized real-world assets and other collateral to its DeFi protocols. This upgrade is intended to address Cardano's historically limited access to multichain liquidity and expand opportunities for developers and users.

At an xAI All Hands in February 2026, Elon Musk said X Money is running in a closed internal beta and could enter a limited external beta within one to two months. The company cites more than 40 U.S. money‑transmitter licenses and a partnership with Visa. Crypto watchers are speculating about Dogecoin and XRP, though no integration is confirmed.

On February 11, 2026, BlockFills said on X it had temporarily suspended client deposits and withdrawals after taking the action last week; trading access remains for managing positions. The Chicago-based firm serves about 2,000 institutional clients and processed $60 billion in 2025. Bitcoin touched $60,000 last Friday as analysts, including Alex Damsker, urged caution.

Ripple is reshaping the XRP Ledger to address institutional DeFi by combining stablecoin settlement, tokenized collateral and compliance controls, with XRP positioned at the core of this infrastructure. The strategy emphasizes regulated access, real-world asset tokenization and a permissioned DEX, as XRPL processes millions of daily transactions and hosts hundreds of millions of dollars in stablecoins.

MicroStrategy is under pressure after Bitcoin fell below $60,000, leaving its BTC treasury below cost and its equity-NAV premium near 0.87x. The company holds around 713,500 Bitcoins at an average carrying price of about $76,000 per coin, and analysts note no immediate solvency risk, though dilution and refinancing challenges could mount if conditions persist.

On February 4, 2026, Arkham flagged two Bitcoin transfers from Druk Holding and Investments to QCP Capital totaling $22.4 million, split into 184.03 BTC ($14.09 million) and 100.82 BTC ($8.31 million). DHI's on-chain assets stand near about $412 million, mostly 5,700 BTC, as the 2024 halving reshaped mining economics. Historical flow data also ties activity to Binance and Celsius Network.

A severe winter storm in the US between 23 and 25 January drove a roughly 40% drop in Bitcoin hashrate, with about 455 EH/s going offline as many miners shut down operations. Large mining firms in Texas used demand-response and curtailment programs to free grid capacity, slowing block times to around 12 minutes but underscoring Bitcoin mining's role as a flexible energy load.