Metaplanet CEO Simon Gerovich has publicly rejected accusations from anonymous online critics that the firm concealed losses and key details related to its leveraged Bitcoin trades. He argued that all major BTC purchases, options strategies and BTC-backed borrowings in 2025 were disclosed in a timely manner, and pointed to strong revenue growth from Bitcoin-related activities despite large accounting losses.

European Central Bank President Christine Lagarde is reportedly considering stepping down before her term ends in October 2027, just as the EU prepares key decisions on the digital euro and stablecoin oversight. Potential successors share a cautious view on crypto, while the ECB is planning a 12‑month digital euro pilot from the second half of 2027 and aims to be ready for a possible first issuance in 2029, subject to EU lawmakers' approval.

A Tuesday SEC amendment shows Peter Thiel-linked Founders Fund entities now report owning zero ETHZilla shares, after disclosing a 7.5% stake on Aug. 4, 2025. ETHZilla raised $425 million in July 2025 and later sold 24,291 ETH for $74.5 million in December 2025 to repay debt, leaving about 69,800 ETH.

Onchain analyst and early Bitcoin adopter Willy Woo recently argued that markets are beginning to factor in quantum computing risk, challenging Bitcoin's multi-year valuation outperformance versus gold. He warned that around 4 million "lost" BTC and roughly eight years of enterprise accumulation could potentially re-enter circulation in a future "Q-Day" scenario, affecting Bitcoin's scarcity narrative and long-term pricing.

The US National Credit Union Administration proposed its first GENIUS Act rules to license payment stablecoin issuers operating as subsidiaries of federally insured credit unions. The draft sets a 120‑day decision clock and bars denial solely for public‑chain issuance, with a 60‑day comment period starting after Federal Register publication.

The European Parliament has approved the European Central Bank's annual report, including language that brands the planned digital euro as essential to strengthening EU monetary sovereignty and the single market. Lawmakers stressed that both cash and the future digital euro should remain legal tender, while underlining that the ECB must stay independent from political pressure. Several MEPs and experts framed the digital euro as public digital money that could reduce reliance on non-EU payment providers and private stablecoins in Europe's retail payments.

Gemini has decided to withdraw from the United Kingdom, European Union and Australia to focus on the United States and Singapore, raising concerns over the UK's unfinished crypto regulatory framework. Industry representatives say long timelines, overlapping regimes and high compliance costs are pushing firms away as the UK prepares new FCA authorization requirements running from Sept. 30, 2026, to Feb. 28, 2027.

On Friday, Metaplanet CEO Simon Gerovich reiterated that the company will continue steadily accumulating Bitcoin even as its Tokyo-listed shares fell 5.56% to 340 yen and crypto markets slumped. Bitcoin was trading about 50% below its October 2025 all‑time high of $126,080, leaving major corporate treasuries such as Strategy, Metaplanet and Ethereum holder Bitmine with sizable unrealized losses.

A Nevada state court has issued a 14-day temporary restraining order preventing onchain prediction market Polymarket, operated by Blockratize, from offering event contracts to residents in the state. The ruling relies on Nevada gambling law, rejects arguments that the Commodity Exchange Act gives the CFTC exclusive authority over such markets, and sets a preliminary injunction hearing for Feb. 11 while the broader legal dispute continues.