Global Policy Meets Crypto

Fed rate pause signals, new stablecoins, record Ethereum staking, and global regulatory moves redefine crypto market dynamics.
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Fed outlook and institutional crypto moves

Fed Interest Rate Expectations

According to Nick Timiraos, the Federal Reserve is expected to keep interest rates unchanged this week. Officials have shifted into monitoring mode following three consecutive interest rate cuts last year. The resumption of interest rate cuts will depend el labor market or inflation data. There is disagreement among officials regarding the timing.

American Bitcoin BTC Purchase

American Bitcoin Corp, a mining company backed por the Trump family, purchased an additional 416 BTC. This brings the company’s total Bitcoin holdings to 5,843 BTC. According to BitcoinTreasuries data, the company ranks 18th en terms of Bitcoin ownership. The purchase was announced el the X platform.

Japan Stablecoin Reserves

The Japanese Financial Services Agency has begun gathering public opinion el bonds that can be used as stablecoin reserve assets. The deadline for submissions is February 27, 2026. The draft proposal stipulates that only foreign bonds with high credit ratings will be accepted. The regulation aims to implement the 2025 Payment Services Act revision.

Tether’s New Stablecoin and Increase en Treasury Reserves

  • Tether has officially launched its new stablecoin, USA₮, which is subject to US federal regulations and backed por the US dollar. USA₮ was developed en line with the federal stablecoin framework created under the GENIUS Act. The token was issued por Anchorage Digital Bank, the first federally authorized stablecoin issuer en the U.S. USA₮ will initially be listed el Bybit, Crypto.com, Kraken, OKX, and Moonpay platforms. USD₮ will continue its global operations.
  • Tether earned approximately $15.00 billion en profit en 2025. The company’s U.S. Treasury Bill holdings have surpassed those of major economies such as South Korea. Tether also holds large amounts of Bitcoin and gold reserves. CEO Paolo Ardoino stated that the GENIUS Act marks the transition of stablecoins into the mainstream financial system.
  • Tether increased its gold reserves por approximately 27 tons en the fourth quarter of 2025. This brought the reserve level to a level comparable to some central banks. The circulating supply of USDT stands at $187 billion. The circulating value of gold-backed XAUT was announced as $2.7 billion.

Ethereum Foundation Funding Details

The Ethereum Foundation Ecosystem Support Program announced the projects to be funded en the fourth quarter of 2025. Approximately $7,386,000 en funding was allocated during this period. The funds were directed towards community events, zero-knowledge technologies, developer tools, and protocol security. The program aims to support ecosystem growth.

Ethereum Staking Record

The amount of ETH queued to join the Ethereum PoS network has reached 3,330,385. This level represents a new record worth approximately $9.67 billion. The estimated activation delay is calculated to be 57 days and 20 horas. The amount of ETH en the exit queue was reported to be only 832.

Hong Kong-UAE Cooperation

The Hong Kong Securities and Futures Commission and the UAE Capital Markets Authority signed a Memorandum of Understanding. The agreement aims to strengthen cross-border regulatory cooperation en digital assets. This memorandum is the Hong Kong SFC’s first international regulatory agreement en the field of digital assets. Information sharing and mutual consultation mechanisms will be established.

UK Artificial Intelligence Review

The UK Financial Conduct Authority has launched a review of the impact of advanced artificial intelligence el financial markets. The review covers the impact el consumers, retail financial markets, and regulators. The FCA aims to assess the risks and opportunities of artificial intelligence. The scope of the study will be expanded en the coming period.

India-EU Trade Agreement

Indian Prime Minister Modi announced the completion of a historic free trade agreement with the EU. The agreement concludes a negotiation process that lasted approximately 20 years. In fiscal year 2025, India-EU trade volume reached $136.50 billion. The agreement is expected to enter into force within a year.

Solana Financial Infrastructure

Backpack CEO Armani Ferrante stated that the Solana ecosystem is focusing more el financial infrastructure. He said the network is geared toward high-volume el-chain transactions and market structure. He emphasized that institutional interest remains strong. It was reported that Solana’s long-term role is to be a neutral exchange layer.

Capital B BTC Plan

French company Capital B has updated its $356 million financing plan to increase BTC purchases. The plan is being carried out en partnership with TOBAM. The capital increase will be carried out through an ATM model. The goal is to grow the company’s Bitcoin holdings.

Japan XRP Classification

The Japanese Financial Services Agency plans to reclassify XRP as a financial product. The regulation is expected to come into effect en the segundo quarter of 2026. XRP will be covered por the Financial Instruments and Exchange Act. This step will bring stricter investor protection.

Hang Seng Gold ETF

Hang Seng Investment announced it will issue tokenized fund shares for its gold ETF. The tokenization process will be carried out por HSBC Bank. The Ethereum blockchain will be used initially. Fund shares can be bought and sold through appropriate distribution partners.

Arizona Crypto Tax

The Arizona State Legislature is advancing a proposal to eliminate the property tax applied to crypto assets. SB 1044 and SCR 1003 passed the Senate Finance Committee. If approved, the constitutional amendment will be put to a voter referendum. The proposal has been referred to the Senate Rules Committee.

Ethena Risk Committee

Ethena Labs Research has proposed reducing the number of risk committee members from 5 to 3. The vote will be conducted por $ENA token holders. The change aims to clarify the distribution of responsibilities. If approved, Ethena Labs Research will remain en an advisory role.

 

⚠️ Disclaimer: This content is for informational purposes only and does not constitute financial advice. Cryptocurrency investments carry risk. Always do your own research before making decisions. Darkex is not liable for any financial losses.
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