The start of February has been dominated by high-level policy shifts in the U.S. and financial transparency from major players. White House Summit (Feb 2): A landmark meeting between the White House, major banks, and crypto firms has set a tone of "compliant growth" for the quarter. State of the Union (Feb 24): President Trump’s address is expected to touch on digital asset policy, potentially providing the next major directional signal for the U.S. market. Corporate Earnings: Watch for Q4 2025/Full Year reports from Coinbase, Robinhood, and MicroStrategy (Feb 6). These will reveal the health of institutional appetite and retail engagement levels. ⚙️ 2. DeFi & Infrastructure Upgrades The narrative is shifting toward efficiency and the "convergence" of AI and blockchain. Ethereum L1 Scaling: Following the successful Fusaka upgrade, transaction fees have plummeted (averaging $0.44 in Jan). Traders are watching for the first signs of the Glamsterdam upgrade, aimed at tripling the gas limit to 200 million. Stablecoin Evolution: Stablecoins are transitioning from "trading tools" to "payment rails." The Stable mainnet v1.2.0 upgrade (Feb 4) and Visa’s continued expansion of USDC settlement are key milestones in this "boring but essential" sector. HyperEVM Integration: Institutional compliance firm Elliptic just integrated HyperEVM, signaling that decentralized perpetual exchanges (like Hyperliquid) are becoming primary targets for institutional liquidity. 🎮 3. NFT, Gaming & Consumer Adoption The "Metaverse" is being replaced by "Cross-Game Multiverses" and utility-driven NFTs. Enjin’s "Essence of the Elements" (Feb 3): A year-long initiative launched this month focused on true cross-game item ownership. It signals a move toward NFTs that "persist beyond a single title." Big Tech Wallets: Per Dragonfly's Haseeb Qureshi, watch for rumors or stealth launches of native crypto wallets from companies like Xiaomi or Google. This remains the "trillion-dollar narrative" for 2026.
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#OvernightV-ShapedMoveinCrypto 🏛️ 1. Institutional & Regulatory Anchors
The start of February has been dominated by high-level policy shifts in the U.S. and financial transparency from major players.
White House Summit (Feb 2): A landmark meeting between the White House, major banks, and crypto firms has set a tone of "compliant growth" for the quarter.
State of the Union (Feb 24): President Trump’s address is expected to touch on digital asset policy, potentially providing the next major directional signal for the U.S. market.
Corporate Earnings: Watch for Q4 2025/Full Year reports from Coinbase, Robinhood, and MicroStrategy (Feb 6). These will reveal the health of institutional appetite and retail engagement levels.
⚙️ 2. DeFi & Infrastructure Upgrades
The narrative is shifting toward efficiency and the "convergence" of AI and blockchain.
Ethereum L1 Scaling: Following the successful Fusaka upgrade, transaction fees have plummeted (averaging $0.44 in Jan). Traders are watching for the first signs of the Glamsterdam upgrade, aimed at tripling the gas limit to 200 million.
Stablecoin Evolution: Stablecoins are transitioning from "trading tools" to "payment rails." The Stable mainnet v1.2.0 upgrade (Feb 4) and Visa’s continued expansion of USDC settlement are key milestones in this "boring but essential" sector.
HyperEVM Integration: Institutional compliance firm Elliptic just integrated HyperEVM, signaling that decentralized perpetual exchanges (like Hyperliquid) are becoming primary targets for institutional liquidity.
🎮 3. NFT, Gaming & Consumer Adoption
The "Metaverse" is being replaced by "Cross-Game Multiverses" and utility-driven NFTs.
Enjin’s "Essence of the Elements" (Feb 3): A year-long initiative launched this month focused on true cross-game item ownership. It signals a move toward NFTs that "persist beyond a single title."
Big Tech Wallets: Per Dragonfly's Haseeb Qureshi, watch for rumors or stealth launches of native crypto wallets from companies like Xiaomi or Google. This remains the "trillion-dollar narrative" for 2026.