Blockonomi

TLDR

Intel (INTC) declined approximately 3% on Thursday, closing at $45.46 with volume 41% below average

Kevin O’Buckley, the SVP and general manager of Intel Foundry Services, departed to join Qualcomm as VP of global operations and supply chain

The company revealed a partnership with AI chip startup SambaNova focused on the SN50 inference chip

Wall Street consensus remains at “Hold/Reduce” with price targets ranging from $45.74 to $48.21

Q4 earnings showed EPS of $0.15, surpassing expectations, though margins remain negative with cautious forward outlook

Shares of Intel (INTC) slipped nearly 3% during Thursday’s session, settling at $45.46 compared to the prior close of $46.88. Volume registered approximately 71 million shares, representing a 41% decline from typical daily levels.

The decline was primarily attributed to a significant personnel change: Kevin O’Buckley, who served as senior vice president and general manager of Intel Foundry Services, has exited the company.

O’Buckley is transitioning to Qualcomm, where he’ll assume the position of vice president of global operations and supply chain. The lateral move between two semiconductor powerhouses triggered immediate market reaction.

Intel acted swiftly to calm investor concerns. The chipmaker emphasized that Intel Foundry continues to be “one of Intel’s highest strategic priorities” and will operate under Naga Chandrasekaran’s leadership, who assumed the top foundry position last year.

The company publicly acknowledged O’Buckley’s contributions and extended best wishes. Official reasons behind his departure remain undisclosed.

Speculation suggests O’Buckley may have previously held a direct reporting relationship with CEO Lip-Bu Tan. Following Intel Foundry’s reorganization, his reporting structure shifted to Chandrasekaran. Whether this organizational change influenced his decision remains unclear.

Intel’s AI Inference Push

The week brought positive developments as well. Intel unveiled a partnership with AI chip startup SambaNova centered on the company’s latest SN50 inference chip. Intel is also contributing to SambaNova’s current funding round.

This collaboration positions Intel more competitively in the AI inference space, which industry analysts identify as a rapidly expanding, higher-margin segment. The partnership demonstrates Intel’s strategic efforts to establish stronger positioning in AI hardware beyond its core CPU operations.

Regarding financial performance, Intel delivered Q4 EPS of $0.15, exceeding the consensus forecast of $0.08. Revenue reached $13.67 billion, topping analyst projections of $13.37 billion. However, revenue declined 4.2% compared to the previous year.

The forward outlook presents challenges. Intel projected Q1 2026 EPS at zero, while analysts anticipate -$0.11 EPS for the complete fiscal year. The company continues facing negative net margins and negative return on equity.

Nvidia Eyes Intel’s Turf

Additional competitive dynamics are emerging. Nvidia, following its $5 billion Intel investment in December, is now advancing into the CPU sector — territory Intel has traditionally dominated.

As artificial intelligence firms transition from model training to deployment phases, CPU requirements are increasing. Nvidia aims to capture market share in this segment.

Analyst opinions show divergence. Tigress Financial maintains a Buy rating with a $66 price objective. Conversely, Wedbush holds a Neutral stance with a $30 target. UBS established a $51 target. MarketBeat’s consensus stands at “Reduce” with a $45.74 price target, while TipRanks reports an average of $48.21 based on recent analyst coverage.

Insider transactions show mixed signals. EVP David Zinsner acquired approximately $250,000 in stock during late January. EVP April Miller disposed of $981,000 worth of shares in early February.

Institutional ownership accounts for 64.53% of INTC shares. The stock’s 50-day moving average stands at $44.26, while the 200-day moving average registers at $37.07.

The consensus analyst price target of $48.21 suggests approximately 6.67% potential upside from current trading levels.

The post Intel (INTC) Shares Slide 3% Following Foundry Leader’s Move to Qualcomm appeared first on Blockonomi.

TLDR

Shares of CoreWeave (CRWV) declined 8-9% in extended trading after releasing Q4 2025 results

Fourth quarter revenue reached $1.57B (up 110% YoY) and topped forecasts, though losses per share of $0.89 exceeded the $0.49 consensus

First quarter 2026 revenue outlook of $1.9B-$2.0B fell short of the $2.29B Street estimate

Fiscal 2026 revenue guidance of $12B-$13B aligned with expectations; capital spending planned at $30B-$35B

Contracted revenue backlog expanded to $66.8B; total debt obligations approximate $30B

Shares of CoreWeave tumbled 8-9% during after-hours trading Thursday following the release of fourth-quarter earnings that presented a mixed picture, with investor attention quickly shifting to forward-looking guidance rather than recent performance.

The cloud infrastructure company specializing in AI workloads delivered Q4 revenue of $1.57 billion, surpassing the Street’s $1.55 billion projection. Revenue climbed 110% compared to the same period last year.

That represents the positive takeaway.

However, the per-share loss of $0.89 significantly exceeded analyst predictions of a $0.49 loss. This wider-than-anticipated deficit surprised market participants.

CoreWeave, $CRWV, Q4-25.

Hypergrowth, backlog exploding.

Adj. EPS: -$0.56
Revenue: $1.57B
Net Loss: $452M

Revenue +110% YoY, backlog at $66.8B.
Adjusted EBITDA margin 57% as AI demand intensifies. pic.twitter.com/3zHJWvqLf1

— EarningsTime (@Earnings_Time) February 26, 2026

The company’s adjusted EBITDA reached $898 million, falling short of the $929 million StreetAccount consensus figure.

Yet the primary catalyst for the stock decline centered on forward guidance.

CoreWeave issued Q1 2026 revenue guidance ranging from $1.9 billion to $2.0 billion. Analysts had anticipated $2.29 billion. The shortfall at the midpoint approaches $290 million—a substantial miss.

Full-Year Outlook and Spending Plans

For fiscal 2026, CoreWeave forecasted revenue between $12 billion and $13 billion, generally matching the $12.09 billion analyst consensus.

The capital spending trajectory, however, demands attention. The firm anticipates capital expenditures of $30 billion to $35 billion in 2026, representing a sharp increase from $10.31 billion in 2025. This signals aggressive infrastructure expansion.

CEO Mike Intrator defended the accelerated buildout strategy as deliberate. “Our clients are desperate to get access to more infrastructure faster,” he explained to CNBC, noting his willingness to accept near-term margin pressure.

CoreWeave closed 2025 with 850 megawatts of operational power capacity and 3.1 gigawatts secured under contract. The company aims to exceed 1.7 gigawatts of active capacity by year-end 2026, surpassing analyst forecasts of 1.59 gigawatts.

The contracted revenue backlog expanded to $66.8 billion from $55.6 billion at Q3’s conclusion. Average contract duration lengthened to five years, compared to four years at the end of 2024.

CoreWeave carried $21.37 billion in debt as of December 31. Including lease commitments, aggregate borrowings approach $30 billion—with interest expenses pressuring profitability.

Supply and Demand Still Tight

Nvidia GPU availability continues facing constraints, Intrator acknowledged during the earnings call. H100 pricing during Q4 remained within 10% of year-start levels. Interestingly, legacy A100 chips saw price appreciation throughout 2025.

Intrator indicated demand diversification beyond hyperscale cloud providers and foundation model developers, now encompassing enterprise clients and sovereign entities.

Throughout the quarter, CoreWeave unveiled a partnership with AI developer Poolside, introduced an object storage offering, and expanded its credit facility to $2.5 billion from $1.5 billion.

Notwithstanding the after-hours decline, CRWV shares remained up 36% year-to-date through Thursday’s market close.

Analyst sentiment currently reflects a Moderate Buy rating, comprising nine Buy recommendations and eight Hold ratings. The consensus price target stands at $118.57.

The post CoreWeave Shares Plunge on Disappointing Q1 Revenue Forecast Despite Strong Q4 Performance appeared first on Blockonomi.

Những điểm chính

Tại Chiến lược Thế giới 2026, Michael Saylor đã xác định Solana và Ethereum là các kênh phân phối cho các sản phẩm tín dụng kỹ thuật số được hỗ trợ bởi Bitcoin

Saylor đã phác thảo một tầm nhìn nơi tín dụng trở nên có thể lập trình và được mã hóa, phân phối qua nhiều nền tảng blockchain và truyền thống

Cổ phiếu ưu đãi STRC duy trì sự ổn định trong suốt sự sụt giảm 45% của Bitcoin trong khi tạo ra lợi suất cổ tức 4,5%

Sau những phát biểu của Saylor, Solana đã trải qua một đợt tăng giá vượt quá 13% trong 24 giờ, gần đạt trị giá thị trường 50 tỷ đô la

TLDR

REX Shares đã giới thiệu GIF ETF, kết hợp chín phương pháp gọi vốn có đòn bẩy vào một quỹ tạo ra thu nhập thống nhất

Danh mục đầu tư có các cổ phiếu liên quan đến tiền điện tử Coinbase và Strategy, cộng thêm Nvidia, Tesla, Palantir và các khoản đầu tư bổ sung

GIF cung cấp khoảng 1.25x đòn bẩy trên mỗi vị trí cổ phiếu và phân phối cổ tức hàng tuần từ các khoản phí gọi vốn

21Shares đã ra mắt một cổ phiếu ưu tiên ETP Strategy tại châu Âu (STRC NA) trên Euronext Amsterdam trong cùng tuần đó

TLDR

Gate obtains PSD2 authorization in Malta, expanding European payment capabilities.

Dual licensing under PSD2 and MiCA creates comprehensive EU regulatory framework.

European passporting enables rapid expansion into additional member state markets.

PSD2 framework permits euro transactions, direct debit processing, and account management.

New authorization establishes groundwork for future stablecoin and payment offerings.

The crypto exchange Gate has strengthened its European regulatory foothold by obtaining a PSD2 license in Malta, complementing its existing MiCA authorization. This development marks a significant step in the platform’s strategy to deliver compliant payment solutions throughout the European Union. With both cryptocurrency and payment service permissions now in place, Gate has substantially broadened its operational capabilities under European regulatory frameworks.

PSD2 Authorization Opens European Payment Corridors

Through its Maltese subsidiary, Gate successfully obtained PSD2 approval, granting the platform authority to conduct regulated payment operations across European markets. This authorization encompasses payment account management and supports essential functions for processing euro transactions and stablecoin settlements. Importantly, the PSD2 license includes passporting privileges, enabling Gate to expand its services into multiple EU jurisdictions without requiring separate licenses in each country.

By combining this fresh PSD2 authorization with its previously secured MiCA license, Gate has constructed a robust dual-pillar compliance architecture for its European operations. The exchange is now positioned to merge traditional payment infrastructure with digital asset services seamlessly. The PSD2 regulatory framework facilitates these integration efforts while ensuring consistent oversight across all participating member nations.

Under PSD2 regulations, Gate gains the capacity to process various payment types, including credit transfers and direct debit transactions. The license additionally permits account-related services, creating a comprehensive legal foundation for transaction processing activities. Consequently, this approval provides Gate with legitimate access to European Union payment networks and infrastructure.

Dual Licensing Strategy Reinforces Regulatory Position

Gate previously secured a MiCA license that authorized exchange operations and digital asset custody services throughout the European Union. The addition of PSD2 licensing diversifies its service portfolio and deepens compliance with European financial regulations. This two-pronged licensing approach supports the development of innovative products while embedding the platform firmly within the region’s regulated financial ecosystem.

The exchange continues advancing its worldwide compliance initiatives, maintaining regulatory approvals in numerous key jurisdictions. Malta serves as a critical operational center, providing clear regulatory pathways for both MiCA and PSD2 activities. This favorable regulatory environment supports the company’s strategic vision and reinforces its commitment to building integrated Web3 and traditional finance infrastructure.

Gate anticipates deploying enhanced payment functionalities, with PSD2 authorization serving as a catalyst for this expansion. The approval bolsters confidence in the platform’s compliance framework and encourages greater institutional participation. Furthermore, the PSD2 component establishes infrastructure for launching new account-based services throughout European territories.

European Crypto Payment Landscape Evolves Through Regulation

Numerous cryptocurrency exchanges are pursuing PSD2 authorizations, with Gate becoming part of this growing regulatory movement across Europe. This strategic direction aligns with MiCA compliance obligations and responds to increasing market demand for regulated stablecoin payment infrastructure. The PSD2 framework provides regulatory supervision while allowing companies to function within established financial governance structures.

Several competing platforms have recently obtained comparable licenses, demonstrating the industry’s progression toward harmonized EU standards. Gate’s participation reinforces this emerging pattern and validates the broader acceptance of regulated payment frameworks within the crypto sector. PSD2 authorization has effectively become an essential prerequisite for digital asset platforms seeking to offer payment-related services.

Gate has not yet announced specific payment product details, and implementation schedules remain undisclosed at this time. Nevertheless, the PSD2 license establishes the necessary regulatory foundation and expands the firm’s authorized operating scope. This milestone positions Gate for continued expansion and advances its comprehensive European market strategy.

 

The post Gate Secures Malta PSD2 License Alongside MiCA Authorization for EU Expansion appeared first on Blockonomi.

TLDR:

Block đang cắt giảm số lượng nhân viên từ 10.000 xuống dưới 6.000, đây là cuộc sa thải liên quan đến AI lớn nhất trong lịch sử doanh nghiệp.

Dự báo lợi nhuận năm 2026 tăng 54%, với EPS là 3,66 USD vượt xa ước tính của các nhà phân tích là 3,22 USD.

Goose, nền tảng AI nội bộ của Block, đã giúp các kỹ sư giao hàng 40% nhiều mã hơn mỗi người trong vòng sáu tháng.

Dorsey cảnh báo rằng hầu hết các công ty sẽ phải đối mặt với sự suy giảm lực lượng lao động tương tự trong vòng một năm tới đây.

Jack Dorsey đã đưa ra quyết định về lực lượng lao động dựa trên AI mạnh mẽ nhất trong lịch sử doanh nghiệp. Block, công ty fintech đứng sau Cash App, Square và Afterpay, đang cắt giảm số lượng nhân viên từ hơn 10.000 xuống chỉ còn dưới 6.000.

TLDR

HEICO achieves best-ever first quarter earnings, yet shares decline in early trading.

Revenue jumps 14% to reach $1.18B with Flight Support segment leading the charge.

Flight Support profitability climbs to 24.5% driven by favorable mix and operational gains.

Electronic Technologies expands revenue but faces margin compression from product mix changes.

Leverage ratios increase following acquisition activity, though outlook remains optimistic.

Shares of Heico (HEI) experienced downward pressure despite the aerospace and defense supplier delivering its best quarterly earnings performance on record. The stock, which closed at $344.72, retreated to $324.59 during pre-market hours. This pullback came after the company unveiled results demonstrating substantial progress throughout its primary operating divisions.

HEICO Corporation, HEI

Company Achieves Best-Ever Quarter With Double-Digit Sales Expansion

Heico’s first-quarter performance demonstrated impressive financial momentum with net income surging to $190.2 million. The company achieved diluted earnings of $1.35 per share, representing a year-over-year advancement. Consolidated net sales jumped 14% to $1.18 billion, showcasing robust demand dynamics.

The company’s operating income climbed to $259.9 million while maintaining healthy profitability levels. EBITDA grew 14% to hit $312 million, demonstrating effective operational leverage. Cash flow from operations declined to $178.6 million, primarily attributable to timing of employee compensation payouts.

Leverage indicators moved higher following a recent strategic acquisition that expanded balance sheet commitments. The net debt to EBITDA ratio climbed to 1.79x while total debt relative to net income also increased. Despite these metrics, leadership expressed strong optimism regarding fiscal 2026 trajectory.

Flight Support Division Powers Results With Organic Expansion

The Flight Support Group demonstrated exceptional performance with revenue climbing to $820 million for the period. Organic demand accelerated 12%, reflecting strength across the division’s diverse product portfolio. Recent acquisition contributions supplemented organic gains and bolstered overall segment results.

The division’s operating income surged 21% to $200.7 million during the quarter. Profitability expansion stemmed from reduced selling, general and administrative expense ratios combined with advantageous product mix dynamics. Elevated repair and overhaul activity further enhanced bottom-line results.

Operating margins within the segment reached 24.5%, surpassing the prior-year comparison. Enhanced operational execution drove the improvement alongside robust end-market demand conditions. The division sustained its positive trajectory and remained a key contributor to consolidated results.

Electronic Technologies Division Faces Margin Headwinds Despite Sales Growth

The Electronic Technologies Group reported net sales of $370.7 million, benefiting from strong demand across aerospace and electronic components markets. Organic revenue growth of 6% helped counterbalance softer performance in space-related product lines. Recent acquisitions contributed incremental revenue and diversified the business mix.

Operating income for the segment decreased to $73.2 million as profitability faced challenges from an unfavorable shift in product composition. Weakness in space-oriented offerings pressured gross margins during the period. Stronger aerospace demand partially mitigated these headwinds.

The division’s operating margin came in at 19.8%, reflecting the evolving product portfolio dynamics. Margin compression persisted as defense and space order patterns shifted throughout the quarter. Nevertheless, the segment’s revenue performance remained solid and aligned with management’s longer-term projections.

The post HEICO Stock Dips in Pre-Market Despite Recording Best-Ever Q1 Earnings appeared first on Blockonomi.

Key Highlights

AI-driven revenue climbs 48% year-over-year despite stock weakness.

Apollo Go robotaxi service delivers 3.4M rides with global expansion underway.

Balance sheet remains robust with RMB 294B in cash and liquid assets.

Board approves ambitious $5B share repurchase program to boost value.

Company introduces dividend framework targeting late-2026 distributions.

Despite delivering impressive operational results and announcing shareholder-friendly initiatives, Baidu’s stock price declined. Trading closed at $132.65 with additional weakness visible in early pre-market activity. Yet the company’s latest quarterly performance revealed accelerating AI business momentum and strengthened financial positioning.

Baidu, Inc., BIDU

AI Business Delivers Exceptional Growth Trajectory

Baidu‘s artificial intelligence operations posted remarkable revenue acceleration as adoption deepened across multiple business lines. The division generated RMB 11.3 billion during the reporting period, representing a commanding 48% increase compared to the prior year. This performance underscores growing enterprise acceptance of Baidu’s AI technologies.

The AI Cloud Infrastructure segment demonstrated particularly robust subscription momentum, attracting substantial enterprise customer demand. This unit produced RMB 5.8 billion in quarterly revenue with sustained growth throughout the entire fiscal year. Meanwhile, AI Applications revenue surpassed RMB 10 billion for full-year 2025 with consistent user engagement.

AI-powered marketing solutions continued their upward trajectory as digital advertising platforms integrated advanced tools. This segment achieved RMB 2.7 billion in revenue with significant year-over-year gains. Both Baidu App and ERNIE Assistant recorded strong user activity across China’s consumer market.

Apollo Go Accelerates International Robotaxi Operations

Baidu’s autonomous ride-hailing platform Apollo Go pushed forward with commercial deployment and began meaningful international expansion. The service completed 3.4 million passenger trips in the quarter while initiating overseas testing programs. The autonomous fleet has now accumulated over 300 million kilometers with an excellent safety record.

Geographic reach extended into European, Asian and Middle Eastern markets as regulatory approvals enabled broader experimentation. Service commenced in Abu Dhabi while partnerships formed with transportation networks in Dubai and London. Additional pilot programs launched in Hong Kong and throughout Seoul’s metropolitan area.

Apollo Go now operates across 26 cities with consistent volume growth as regulatory frameworks mature. This progress reinforces Baidu’s strategic commitment to autonomous transportation technology. The company continues building competitive advantages in the global self-driving mobility sector.

Quarterly Financials Show Solid Cash Position Despite Margin Pressures

Overall revenue for the quarter hit RMB 32.7 billion, reflecting sequential improvement. Operating profitability advanced but faced headwinds from elevated administrative expenses and R&D investments. Non-GAAP financial metrics demonstrated healthier margin profiles and stronger cash generation capability.

Baidu closed the fiscal year holding RMB 294.1 billion in cash, equivalents and marketable securities. Operating cash flow returned to positive territory during the latter half of the year, reinforcing financial stability. Adjusted EBITDA exhibited steady improvement across the company’s platform businesses.

The board of directors authorized a substantial new share buyback program valued at up to $5 billion. Additionally, management instituted a dividend distribution framework that could begin payments by the end of 2026. These capital allocation decisions signal management confidence in Baidu’s AI transformation strategy and financial foundation.

 

The post Baidu (BIDU) Unveils $5B Buyback as AI Business Revenue Soars 48% Year-Over-Year appeared first on Blockonomi.

Key Highlights

Full-year revenue soars 179% as shares breach $20 in early trading

Cash and liquidity position reaches unprecedented $884M level

Profit margins surge to 82.6% on GAAP basis from premium system sale

Total bookings reach $32.8M, setting stage for 2026 acceleration

Technology roadmap expansion and headquarters relocation fuel growth trajectory

D-Wave Quantum (QBTS) experienced renewed investor interest following the release of robust fiscal year results that showcased substantial advancement across multiple operational metrics. After settling at $19.65 during regular trading hours, the stock climbed to $20.66 in pre-market sessions as positive sentiment intensified. Management highlighted strong execution in revenue generation, profitability, customer acquisition, and financial positioning.

D-Wave Quantum Inc., QBTS

Full-Year Financial Results Show Dramatic Revenue Acceleration and Cash Buildup

The quantum computing specialist announced fiscal 2025 revenue of $24.6 million, representing a year-over-year increase of 179%. Simultaneously, the firm achieved its strongest-ever liquidity position, with total available capital exceeding $884 million. This financial foundation reflects ongoing product development success and provides substantial runway for future initiatives.

D-Wave achieved notable profitability improvements, with full-year GAAP gross margin reaching 82.6%. This margin expansion stemmed primarily from a high-value quantum computing system transaction finalized during the fiscal period. Non-GAAP gross margin figures also showed improvement, contributing to enhanced overall financial performance.

Operational spending increased throughout the year as the company scaled its workforce, intensified research and development efforts, and expanded infrastructure investments. Additional resources were allocated to sales operations, marketing initiatives, and product development to facilitate aggressive growth objectives. Non-GAAP adjusted operating expenses reflected this strategic expansion approach and remained consistent with management’s planned investment trajectory.

Dual-Platform Technology Evolution Enhances Competitive Standing

D-Wave made significant progress across both quantum annealing and gate-model computing architectures, reinforcing its multi-platform strategy. Recent technical enhancements included improved solver efficiency, refined annealing control mechanisms, and deeper machine learning capabilities. These upgrades reduced time-to-solution metrics and expanded appeal within the academic research community.

The acquisition of Quantum Circuits brought error-corrected superconducting qubit technology into D-Wave’s portfolio. This architecture features high-fidelity qubit operations and incorporates erasure detection mechanisms that lower physical qubit requirements. The addition strengthens D-Wave’s capabilities in next-generation gate-model quantum computing development.

Additionally, D-Wave unveiled scalable cryogenic control infrastructure designed to minimize wiring complexity in large-scale qubit configurations. These innovations enable higher performance levels while maintaining quantum coherence. Company representatives emphasized that these technical achievements create a foundation for delivering commercially viable large-scale quantum systems.

Growing Customer Base, Rising Bookings, and Government Contracts Fuel Momentum

Commercial adoption accelerated as D-Wave engaged with more than 135 distinct customers throughout the fiscal year. The client roster encompasses Fortune 500 corporations and prominent research institutions distributed across multiple geographic markets. Cumulative bookings through the reporting period exceeded $32.8 million, establishing strong momentum heading into 2026.

The company also deepened its engagement with U.S. government agencies through a specialized business division. This unit focuses on defense and aerospace applications while pursuing sustained institutional adoption. Recent demonstrations of hybrid quantum-classical defense solutions showed measurable performance advantages versus traditional computing approaches.

D-Wave officially designated Boca Raton as its future corporate headquarters and primary U.S. innovation center. This strategic relocation aims to enhance ecosystem connectivity and support engineering team expansion. The transition is scheduled for completion by the end of 2026 and represents a cornerstone of the company’s broader scaling strategy.

 

The post D-Wave Quantum (QBTS) Shares Climb 5% Following 179% Revenue Spike and $884M Cash Position appeared first on Blockonomi.

Điểm nổi bật

Telegram tích hợp vaults DeFi trong Ví TON để tạo ra lợi nhuận từ USDT, BTC và ETH.

Các vault USDT ra mắt đầu tiên với APY biến đổi đạt mức cao nhất là 18% thông qua các giao thức trên chuỗi.

Bitcoin vaults leverage wrapped BTC on TON network for cross-chain yield opportunities.

Ethereum vaults operate similarly using wrapped ETH for streamlined in-app earning.

Ví TON tiến bộ hạ tầng DeFi của mình trong khi duy trì quyền tự quản cho tất cả người dùng.

Gã khổng lồ nhắn tin Telegram đã công bố một bộ vaults DeFi được tích hợp trực tiếp vào Ví TON của mình, cho phép người dùng tạo ra lợi nhuận trên các loại tiền điện tử lớn mà không cần rời khỏi ứng dụng. Sự phát triển này mang lại khả năng kiếm tiền trên chuỗi cho USDT, Bitcoin và Ethereum cho hạ tầng ví tự quản của nền tảng. Việc ra mắt đại diện cho một bước tiến quan trọng hướng tới việc áp dụng DeFi chính thống trong mạng TON.

Điểm nổi bật

Cơ quan quản lý liên bang đề xuất cấm hoàn toàn lãi suất stablecoin với thời gian bình luận công khai

Khung pháp lý thiết lập giả định chống lại các cấu trúc thưởng dựa trên liên kết và các khoản thanh toán gián tiếp

Chương trình giảm giá thương gia và chia sẻ lợi nhuận nhãn trắng được phép mà không cần bồi thường cho người nắm giữ

Cấm lãi suất thiết lập nền tảng cho các cuộc thảo luận và tiêu chuẩn thị trường rộng hơn về Đạo luật CLARITY

Phạm vi quy định mở rộng đến các nhà phát hành quốc tế phục vụ khách hàng Mỹ; triển khai nhắm đến đầu năm 2027

Key Highlights

National availability reaches 49 states, including New York for the first time; Vermont remains unavailable.

True self-custody model keeps digital assets in your wallet until the moment of purchase.

Compatible with Apple Pay and Google Pay, plus virtual card functionality for easy transactions.

Cross River Bank provides issuance; Monavate delivers infrastructure; Mastercard supplies network coverage.

Earn up to 1% cashback in mUSD, or upgrade to 3% rewards with the $199 annual Metal Card membership.

The popular crypto wallet provider MetaMask has significantly broadened its payment capabilities following Consensys‘s announcement of a nationwide launch for its Mastercard-backed crypto card. This new offering features a self-custodial architecture that preserves complete user ownership of digital assets until the point of transaction. New York residents can now access the service, marking a major expansion in mainstream crypto payment adoption.

Nationwide Availability Now Live

[[LINK_START_0]]Consensys[[LINK_END_0]] has officially launched the MetaMask Card throughout the United States following successful pilot programs conducted in 2024 and early 2025. The service now covers 49 states and marks its debut in New York, a significant milestone for crypto payments. Only Vermont residents currently lack access, though the company plans future geographic expansions.

The payment card seamlessly bridges MetaMask wallet holdings with established financial infrastructure, enabling both digital and physical retail transactions. Payment options include integration with Apple Pay and Google Pay platforms, alongside a virtual card that activates upon account approval. The system executes cryptocurrency-to-fiat conversion at the point of sale while maintaining traditional card usability.

The offering leverages Mastercard’s worldwide acceptance network while operating within regulated frameworks. Cross River Bank serves as the card issuer and handles all necessary compliance procedures. Monavate provides the technical backbone that connects wallet balances with merchant payment systems.

Direct Wallet Spending Without Intermediaries

The MetaMask Card employs a completely self-custodial design that maintains assets on-chain right up to the transaction moment. Users maintain full wallet sovereignty without transferring funds to third-party holding accounts. Upon transaction authorization, the card executes immediate asset conversion.

This architecture represents a departure from conventional crypto payment cards and seeks to enable frictionless direct spending. The transaction approval process replicates familiar debit card mechanics while maintaining blockchain connectivity. The platform accommodates multiple token types and processes settlements in real time.

The card effectively bridges on-chain asset storage with everyday commerce. Digital holdings stay under complete user authority until the conversion executes. This design facilitates direct expenditure without requiring centralized exchange platforms.

Tiered Reward Program and Premium Option

MetaMask has introduced an on-chain incentive system that converts spending activity into redeemable rewards. Base-tier cardholders receive up to 1 percent back in mUSD tokens. Premium Metal Card members receive up to 3 percent back on their initial $10,000 in annual purchases.

The Metal Card tier costs $199 per year and unlocks enhanced spending capabilities. This premium option eliminates foreign transaction charges and expands ATM network access. Subscribers also receive an exclusive physical card design connected to their digital wallet.

Reward redemptions unlock various ecosystem benefits and provide entry to emerging programs. The card connects with DeFi platforms such as Aave to enable yield generation on qualifying balances. Geographic availability will continue expanding as MetaMask scales its global payments infrastructure.

The post MetaMask Debuts Nationwide Crypto Card with Mastercard Partnership and Self-Custody Features appeared first on Blockonomi.

Các điểm nổi bật chính

Cổ phiếu Opera tăng 23% lên 15,41 đô la sau khi vượt qua dự báo lợi nhuận Q4 và sáng kiến mua lại cổ phiếu trị giá 300 triệu đô la

Doanh thu quý bốn đạt 177,2 triệu đô la với biên lợi nhuận vững chắc và hướng dẫn tương lai được nâng cấp

Quảng cáo và mở rộng truy vấn tìm kiếm thúc đẩy động lực với 284 triệu người dùng hàng tháng (MAUs) và cải thiện ARPU

Hiệu suất cả năm cho thấy tăng trưởng doanh thu 28%, tạo ra tiền mặt cao hơn và tăng lợi nhuận cho cổ đông

Dự đoán năm 2026 mong đợi tăng trưởng doanh thu lên tới 20% được thúc đẩy bởi đổi mới AI và mở rộng MiniPay

Cổ phiếu của Opera Limited (OPRA) đã trải qua một đợt tăng giá đáng kể sau khi công bố kết quả lợi nhuận quý bốn ấn tượng vượt qua kỳ vọng của các nhà phân tích và có một chương trình mua lại cổ phiếu mới đáng kể. Cổ phiếu tăng 23,38% để đóng cửa ở mức 15,41 đô la, đánh dấu mức tăng mạnh nhất trong một phiên giao dịch của năm. Sự chuyển động đi lên đã tăng tốc khi nhà đầu tư phản ứng tích cực với hiệu suất tài chính mạnh mẽ và chiến lược phân bổ vốn được cải thiện.

Điểm nổi bật chính

Cổ phiếu giảm xuống còn $121.45 trong giao dịch thường trước khi tăng vọt 10.95% lên $134.75 sau khi thị trường đóng cửa.

Năm tài chính 2026 đã đạt hiệu suất kỷ lục: $113.5B doanh thu, tương ứng với mức tăng trưởng 19% so với năm trước.

Công ty dự đoán doanh thu FY27 ở mức $140B với biên lợi nhuận mở rộng và lợi nhuận tăng tốc.

Phân khúc máy chủ AI mang lại tăng trưởng bùng nổ: $9.0B doanh thu hàng quý với $43B đơn hàng tồn đọng và $64B tổng số đơn hàng.

Lợi nhuận vốn đạt $7.5B trong năm, cổ tức tăng 20%, chương trình mua lại mở rộng được công bố.

TLDR

Bloomberg and Kaiko have partnered to deliver institutional-grade financial data natively on blockchain infrastructure

The initial focus centers on tokenized US Treasury bonds and repo markets operating on Canton Network

This collaboration addresses critical data standardization challenges plaguing tokenized asset ecosystems

The service caters exclusively to institutional clients including banks and asset managers, not retail participants

Current valuations place the tokenized real-world asset sector at approximately $25 billion, excluding stablecoins

Bloomberg has entered into a strategic partnership with Kaiko, a digital asset data specialist based in Paris, to deploy licensed financial data natively within blockchain infrastructures. The firms made the announcement public on Thursday.

Bloomberg and Kaiko have announced a joint initiative to develop a pathway for Bloomberg's trusted Data License offerings to be accessed on-chain via Kaiko's infrastructure.

This collaboration will utilize Kaiko's Data On-Ramp service to support tokenized U.S. Treasuries and… pic.twitter.com/hf6JNgmxvm

— Kaiko (@KaikoData) February 26, 2026

The initiative seeks to deliver critical market information—including pricing feeds, security identifiers, and reference datasets—directly within blockchain ecosystems. Traditionally, this information has resided exclusively in conventional, off-chain database systems.

The collaboration specifically addresses a persistent challenge within tokenized financial markets. Various institutions frequently rely on disparate versions of identical datasets, resulting in scenarios where one financial entity might value a Treasury instrument differently from another.

These discrepancies generate substantial reconciliation overhead and elevate operational risk exposure. By establishing a unified, licensed data layer on-chain, the companies aim to ensure all market participants access identical information.

The inaugural deployment concentrates on tokenized US Treasury instruments and repurchase agreement markets. These markets function on the Canton Network, a permissioned distributed ledger infrastructure purpose-built for institutional financial operations.

Kaiko introduced its blockchain data integration service for Canton Network last August. The current Bloomberg partnership represents a significant expansion of that capability.

The offering specifically serves banks, institutional asset managers, and other regulated financial market participants. Retail cryptocurrency traders fall outside the intended user base.

Data Reliability Has Been a Known Problem

Concerns regarding data quality within tokenized real-world asset markets have existed for some time. Last May, Chris Yin, co-founder of RWA platform Plume, suggested the market’s actual size might be substantially smaller than published estimates indicated.

Yin’s assessment placed the genuine market size at approximately half the figures reported by prominent data aggregators during that period. Present estimates value the tokenized RWA sector at around $25 billion when stablecoins are excluded, based on data from RWA.xyz.

Kaiko’s CEO Ambre Soubiran emphasized that institutional-quality data infrastructure remains fundamental to proper market functioning. She noted the Bloomberg collaboration extends established market data systems to support blockchain-based securities.

Kaiko’s Expanding Role in Digital Asset Data

Kaiko has systematically expanded its digital asset data service offerings. Throughout 2024, the company completed an acquisition of Vinter, a European provider of cryptocurrency indices.

That transaction bolstered Kaiko’s capabilities in regulated benchmark and index provision throughout European markets. The Bloomberg alliance represents another strategic advancement in that direction.

Within tokenized markets, standardized pricing information fulfills a critical operational function. Many tokenized instruments represent tangible financial products such as Treasury bonds, making accurate data essential for ensuring on-chain representations properly reflect underlying assets.

The Canton Network, serving as the deployment environment for this service, was specifically architected for institutional financial use cases. As a permissioned network, access remains controlled rather than publicly available.

This partnership exemplifies broader trends among traditional financial data vendors seeking to establish presence within blockchain-native infrastructure. Bloomberg’s licensed datasets maintain widespread adoption throughout global financial markets.

The post Bloomberg Partners with Kaiko to Deliver Licensed Financial Data On-Chain appeared first on Blockonomi.

Tóm tắt

Các công tố viên liên bang có thời hạn đến ngày 11 tháng 3 để nộp phản hồi về yêu cầu xét xử hình sự mới của Sam Bankman-Fried

Người sáng lập FTX đã nhận án tù 25 năm sau khi bị kết tội với bảy tội danh gian lận nghiêm trọng vào năm 2023

SBF đã sử dụng mạng xã hội từ trong tù để bày tỏ sự ủng hộ đối với Trump, một chiến lược mà nhiều người coi là hành vi tìm kiếm ân xá

Sự ủng hộ công khai của ông đối với luật tiền điện tử Clarity Act đã nhận được phản đối nhanh chóng từ các Thượng nghị sĩ Cynthia Lummis và Elizabeth Warren

Các quan chức Nhà Trắng đã liên tục tuyên bố rằng Tổng thống Trump không có kế hoạch ban hành ân xá cho Bankman-Fried

TLDR

Jimmy Wales, người đồng sáng lập Wikipedia, mô tả Bitcoin là một “thất bại hoàn toàn” trong vai trò là tiền tệ và kho lưu trữ giá trị

Dự đoán của ông: Giao dịch Bitcoin dưới 10.000 đô la (theo giá trị đô la hiện tại) vào năm 2050

Mặc dù có những chỉ trích, Wales không tin rằng Bitcoin sẽ sụp đổ về không do nền tảng kỹ thuật vững chắc của nó

Ông xem đầu tư từ các tổ chức là động lực lợi nhuận hơn là dựa trên niềm tin, và từ chối các tuyên bố rằng AI đang thúc đẩy việc chấp nhận tiền điện tử

Theo Wales, các trở ngại trong thế giới thực bao gồm chi phí giao dịch, sự không ổn định về giá cả, và sự chấp nhận hạn chế từ các thương nhân đang cản trở Bitcoin khỏi việc sử dụng rộng rãi

TLDR

World Liberty Financial (WLFI) đã giới thiệu một đề xuất quản trị yêu cầu thời gian khóa 180 ngày để đủ điều kiện bỏ phiếu

Kế hoạch thiết lập hai mức tham gia: “Node” (yêu cầu 10 triệu WLFI, khoảng 1 triệu đô la) và “Super Node” (yêu cầu 50 triệu WLFI, khoảng 5 triệu đô la)

Người tham gia có thể kiếm được khoảng 2% lợi tức hàng năm bằng WLFI token, tùy thuộc vào việc bỏ phiếu trong tối thiểu hai đề xuất trong suốt giai đoạn khóa

Stablecoin USD1 của dự án đã mở rộng lên 4,7 tỷ đô la trong lưu thông, định vị nó trong số các stablecoin hàng đầu

TLDR

Block (XYZ) is eliminating approximately 4,000 positions, representing nearly 40% of its total workforce, reducing headcount to around 6,000

Jack Dorsey attributes the decision to artificial intelligence productivity improvements, enabling leaner teams to accomplish more

Shares of Block skyrocketed more than 31% to $96.58 in response to the workforce reduction and quarterly results

Fourth quarter 2025 gross profit reached $2.87 billion, representing 24% year-over-year growth; Cash App sales climbed 33%

Impacted workers will receive 20 weeks base pay, additional weeks based on tenure, six months healthcare continuation, and $5,000 personal support

Jack Dorsey’s fintech company Block is eliminating approximately 4,000 positions — representing nearly 40% of its entire employee base.

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are…

— jack (@jack) February 26, 2026

The organization, which reached approximately 13,000 employees at its 2023 peak, will operate with just under 6,000 workers following these reductions. This brings staffing levels close to its 2019 pre-pandemic footprint of roughly 3,835 employees.

Dorsey revealed the restructuring in a public letter posted to X, linking it directly to advancing artificial intelligence tools being deployed throughout the organization.

“We’re already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working,” he stated.

He explained his preference for swift, decisive action over prolonged cuts spanning months or years, maintaining that successive layoff waves undermine employee morale and organizational trust.

Workers impacted by the cuts will receive compensation including 20 weeks of base salary, an extra week for each year of service, healthcare benefits for six months, company equipment to keep, and $5,000 for personal expenses. Termination notices started being distributed on the same day the announcement was made.

Dorsey forecasts similar moves across the industry. “I don’t think we’re early to this realization. I think most companies are late,” he stated, projecting that the majority of organizations will arrive at similar conclusions within twelve months.

Block’s employee count expanded by 237% from 2019 through 2023, based on Macrotrends figures. This current reduction represents the company’s most substantial workforce cut — significantly larger than the 10% decrease Bloomberg had reported as under consideration earlier this month.

Stock Jumps on Cuts and Strong Earnings

Shares of Block (XYZ) climbed more than 31% to reach $96.58 at the opening bell, rising from the prior closing price of $73.65.

The workforce announcement coincided with the company’s fourth quarter 2025 financial disclosure. Block delivered gross profit of $2.87 billion, marking 24% year-over-year expansion. Cash App recorded 33% year-over-year revenue growth, reaching $1.83 billion.

Investor response was immediate and substantial, although the stock price remains approximately 80% below its pandemic-era high.

Stablecoins Add a Structural Question

While Dorsey’s communication emphasizes AI-driven efficiency, market observers have identified another structural pressure: stablecoin payment infrastructure.

Block developed its primary business around card-based merchant transaction fees, generally ranging from 2% to 3% per transaction. Stablecoin technology can facilitate identical transactions at virtually no cost, creating pressure on that revenue model.

Analysis from Citrini Research highlights that “agentic shopping” — where artificial intelligence systems automatically direct payment flows — may hasten the migration away from traditional card networks altogether.

The GENIUS Act alongside Circle’s public offering have brought stablecoins significantly closer to widespread commercial acceptance, transforming this into a more pressing concern than during Block’s expansion phase.

Not everyone accepts the restructuring as purely strategic. Ben Carlson, director at Ritholtz Wealth Management, commented on X: “Or maybe the stock is down 80% from the highs and they overhired and AI is a convenient excuse.”

Block’s fourth quarter gross profit of $2.87 billion and Cash App’s 33% revenue expansion represent the latest available financial metrics.

The post Block (XYZ) Shares Soar 31% Following Mass Workforce Reduction of 4,000 appeared first on Blockonomi.

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