Crypto Data and Research Reports

Ethereum co-founder Vitalik Buterin proposed the Big FOCIL plan, aimed at addressing the centralization of block builders, enhancing censorship resistance, and promoting distributed participation. The plan improves transaction fairness, prevents malicious reordering through a proposer-builder separation mechanism and an extended forward mandatory commitment list, and discusses network anonymization schemes to protect user transactions. Developers will continue to review this proposal to improve Ethereum's decentralization, security, and user experience.

U.S. spot Bitcoin ETF sees strong capital inflows again, with a net inflow of approximately $458 million in a single day, with BlackRock's Bitcoin ETF accounting for the majority. Despite retail investors' extreme panic, institutional investors continue to increase their allocations, indicating market divergence and potential confidence in Bitcoin among institutions. Various crypto asset ETFs also experienced capital inflows, reflecting rising market interest in institutional demand.

Ethereum is advancing decentralization upgrade plans, proposing technologies such as the ePBS mechanism, FOCIL, and encrypted mempool, aiming to alleviate MEV centralization issues and improve fairness and transparency in block production. These reforms address the challenges brought by blockchain scalability expansion and may impact network security, decentralization, and long-term value logic.

Darkfost on X platform stated that 38% of altcoins are approaching historical lows, and the overall market environment is unfavorable for risk-taking investments. Liquidity is fragile, and investor interest in altcoins is waning, although potential opportunities are beginning to emerge amid worsening conditions.

The Bank of Japan is exploring the integration of blockchain into its settlement system and has launched experimental projects to test the operation of central bank reserves on the blockchain. This move aims to improve the efficiency of interbank clearing and securities settlement while keeping pace with global financial technology innovations. The bank is also advancing pilot programs for central bank digital currencies and refining digital asset policies to promote the integration of blockchain with traditional finance.

Local-currency stablecoins on Polygon have shot up as JPYC and BBRL power payments, wallets, lending, and faster regional settlements. Brazilian bank Grupo Braza introduced BBRL stablecoin to improve liquidity and enhance payment efficiency in forex payments. Polygon has recorded rising

Bitcoin demonstrates unique safe-haven value during geopolitical conflicts and financial crises. Its long-term low correlation with traditional assets allows it to rebound quickly and achieve positive returns. Despite high volatility and regulatory uncertainties, moderate allocation can effectively diversify risk and enhance portfolio returns.

Web3 Asset Data Platform RootData posted a transparency alert on Twitter, pointing out that several exchanges lack information about project teams, key events, and other details. It calls on project teams to submit information to improve transparency scores, which range from A to F, with lower scores indicating incomplete information disclosure.

Recently, a whale address opened a 20x leveraged WTI crude oil futures short position, with a position size of $5.09 million, an average entry price of $72.5, and a liquidation price of $76.5. The situation in the Strait of Hormuz affects oil prices; although Iran claims to have closed the strait, the U.S. indicates that navigation remains normal. Future developments could pose a liquidation risk for this whale.

OpenZeppelin conducted an audit of EVMbench and found that the training data was contaminated, and at least four high-risk vulnerabilities are invalid forgeries. This affects the AI model's security assessment capabilities. If the AI has previously "seen" vulnerability reports, it will not accurately reflect its ability to discover new vulnerabilities. This highlights issues with the credibility of benchmark test data and methodologies.

Bitcoin futures demand drops to the lowest level since 2024, with open interest decreasing by 20%. Despite cautious institutional traders, spot Bitcoin ETF trading volume and on-chain holdings still indicate institutional confidence. Analysts believe the market remains balanced and may rebound in the future.

In the past week, approximately 472 million XRP tokens flowed into exchanges, breaking the net outflow trend seen for several months and reflecting a defensive stance among holders amid geopolitical uncertainties. Although large inflows are generally seen as a warning sign of selling, they could also be a hedge. On the technical side, $1.30 is a key support level; if broken, the price could accelerate downward to $1.12. The resistance levels above are $1.50 and $1.61.

The on-chain real-world asset market on Ethereum has surpassed $15 billion, accounting for 58% of the global market, primarily driven by tokenized gold. The tokenized gold market exceeds $4 billion, with XAUT and PAXG being the two main products, gradually competing with mainstream crypto derivatives.

Tether's new stablecoin USAT has been attested by Deloitte, marking a new trend in the regulation of the crypto market. The attestation confirms that USAT's reserve assets amount to $17.6 million to support the 17.5 million USAT in circulation. This move demonstrates the acceptance of digital assets within a regulatory framework and also reflects the impact of new regulations in the United States, promoting transparency and compliance in the stablecoin industry.

PANews reports that analysis shows that over 500 suspicious addresses profiting from the Polymarket Khamenei market are actually controlled by a few entities. These addresses collaboratively operate across multiple markets to hide fund flows and evade risk controls, with the top 15 suspicious addresses generating a total profit of $900,000.

Bitcoin mining pool Ocean mines the first block supporting BIP-110, which proposes filtering non-financial data. This has sparked community disagreement, with opponents worried about governance erosion and chain splits. BIP-110 limits non-monetary data through a soft fork. Supporters believe it can protect Bitcoin's functionality, while opponents warn it could damage credibility. The debate exposes the fundamental divide within the Bitcoin community over block space usage.

The trading of cryptocurrency derivatives linked to traditional assets is increasing significantly, with Hyperliquid's silver perpetual contracts reaching $28.28 billion in total volume. Open interest in these traditional asset futures has also hit a record high, indicating growing demand for hedging and speculation.

The article discusses a significant increase in Iranian cryptocurrency outflows, rising by 700% following US-Israeli airstrikes, highlighting the impact of geopolitical events on crypto markets.

Written by: Lulu At the start of 2026, the Hong Kong Securities and Futures Commission (SFC) made a series of major moves in the compliant digital asset space, directly reshaping the industry landscape of RWA (Real-World Asset Tokenization). On February 23, the SFC announced that it had granted a license to Esperanza Securities, a subsidiary of Yisheng Financial Technology, on February 13, allowing them to conduct compliant tokenized securities business for entertainment assets—such as the 40th anniversary Red Pavilion concert of Huang Kaichen, and offline entertainment assets like the Korean boy band Malaysia tour—officially bringing these into the regulated digital securities issuance category. Qualified investors can participate in concert investments by purchasing security tokens in small shares, sharing in industry dividends. Just one day later, on February 26, Delin Holdings issued a notice that its Central Hong Kong Delin Building and other real estate RWA projects had been...

Bitcoin plunged and then rebounded after the US and Israel airstrikes on Iran, reaching a high of $70,110, currently around $68,500. Capital outflows from Iran's largest crypto exchange Nobitex surged by 700%, indicating that cryptocurrencies are becoming a channel for capital flight. VanEck's CEO believes the market is in a bottoming phase and remains optimistic about the future. Meanwhile, JPMorgan's Dimon warns of inflation risks, showing that geopolitical uncertainties continue to impact the market.