The Origins of Agar
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Month: February 2026
Inside Microsoft’s big Xbox leadership shake-up
Xbox fans had been anticipating the retirement of Microsoft Gaming CEO Phil Spencer for years, but what most hadn’t expected was the departure of Xbox president Sarah Bond too. For many outside the company, Bond seemed like Spencer’s natural successor, a deputy of sorts. Microsoft CEO Satya Nadella and Microsoft CFO Amy Hood clearly didn’t … Read more
Elliptic flags Russia-linked crypto platforms’ ongoing sanctions evasion
Bitpapa, Garantex and ABCeX were among the cryptocurrency exchanges linked to Russian-tied transactions circumventing Western evasions.
How AI agents could destroy the economy
Citrini Research imagines a report from two years in the future, in which unemployment has doubled and the total value of the stock market has fallen by more than a third.
Revolut confirms ex-employee threatened to leak KYC data for crypto ransom
A crypto trader said a former Revolut employee tried to extort him and contacted his relatives. Revolut confirmed an investigation and said no systems were breached.
Curve founder says DeFi must ditch token emissions for real revenue
Curve founder Michael Egorov told Cointelegraph that protocols cannot “live without real revenues flowing” as token incentives lose power to attract liquidity.
CoinDesk 20 performance update: AAVE gains 1.7% while index trades lower over weekend
Uniswap (UNI) joined Aave (AAVE) as a top performers, gaining 0.5% from Friday.
Defense Secretary summons Anthropic’s Amodei over military use of Claude
Defense Secretary Pete Hegseth has summoned Anthropic CEO Dario Amodei to the Pentagon for a tense discussion over the military’s use of Claude. Hegseth has threatened to designate Anthropic a “supply chain risk.”
Standard Chartered sticks to $2T stablecoin call but trims T-bill impact
Standard Chartered slashed its forecast for T-bill demand from stablecoins to $800 billion to $1 trillion by 2028, but maintained its $2 trillion stablecoin market call.
BitMine Immersion added $98 million of ether last week as losses balloon to more than $8 billion
Tom Lee’s Ethereum-focused firm continues buying into the crypto market weakness, now 4.42 million ETH tokens, or about 3.66 percent of the total supply.
Fictional 2028 AI memo imagines mass layoffs and stablecoin adoption
Citrini Research’s 2028 scenario imagines AI turbocharging corporate profits, while hollowing out consumer demand, and quietly migrating global payments to stablecoins on cheap chains.
Austria’s regulator slaps new business ban on KuCoin’s EU exchange
The Austrian Financial Market Authority has frozen new business at KuCoin EU months after granting the exchange a MiCA license, citing gaps in key AML and sanctions roles.
Morning Minute: Supreme Court Rules Against Trump Tariffs
The decision has led to a roller coaster of crypto price action so far—but what does it mean longer term?
Strategy adds 592 BTC for $40M in 100th Bitcoin purchase
Strategy bought 592 Bitcoin for $39.8 million in its 100th purchase, lifting holdings to 717,722 BTC.
U.S. Treasury may boost T-Bill issuance as stablecoins eye $2 trillion market cap: StanChart
The bank said stablecoins may generate up to $1 trillion in fresh Treasury bill demand by 2028, allowing the government to ramp up issuance and suspend 30-year bond auctions.
Pantera leads $11.5M round in Based, a Hyperliquid-powered crypto app
The company said the fresh capital will be used to expand into new markets and build out its onchain financial infrastructure.
Mexican billionaire Ricardo Salinas remains bullish on bitcoin after plunge
Salinas has previously said he has 70% of his liquid assets in bitcoin.
How SocialFi, memecoins and AI pushed Base to the top of the L2 ladder
Base rode SocialFi, memecoins and AI agents to the top of Ethereum’s layer-2 ladder before turning inward to rebuild its core stack.
Your Prices Shouldn’t Be the Same in Every Country
Price localization—charging different amounts by country—can unlock meaningful global growth, but only when grounded in purchasing power rather than GDP. While it increases operational complexity, SaaS companies with product-market fit and scalable channels should consider tiered international pricing once unlocking new markets could drive at least 15–20% incremental revenue. The key is grouping countries by … Read more
Strategy logs 100th bitcoin purchase announcement, adding 592 coins last week for $39.8 million
Led by Executive Chairman Michael Saylor, the company now holds 717,722 bitcoin, purchased at an average price of $76,020 per coin, for a total of $54.56 billion.
Stablecoins Set to Scoop Up $1T in T-Bills by 2028: Standard Chartered
Standard Chartered sees $0.9T excess demand for U.S. Treasury bills, raising odds of reduced 30-year bond auctions.
Bitmine paper loss nears $8.8B as Ether slump tests cyclical thesis
The mounting unrealized losses of Bitmine shareholders and Ether’s 60% decline are signaling a critical inflection point that may define Ether’s medium-term momentum, analysts said.
Your LTV is Capped by the Problem You Solve
When revenue slows, most founders default to shipping more features. But subscription growth only comes from three levers: acquiring more users, increasing revenue per user, or extending retention. The true ceiling on revenue is determined by the underlying problem you solve and how valuable that problem is to different user personas. Instead of building more … Read more
Nothing couldn’t wait to show off the Phone 4A
The Phone 4A’s Glyph Bar can be seen here as a line of seven squares to the right of the camera island. | Image: Nothing After teasing the upcoming launch of its midrange Phone 4A last week, Nothing has now revealed what the rear of the device looks like. An official render of the Phone … Read more
Uber launches robotaxi support project to aid AV partners
Uber is moving aggressively into robotaxis, striking deals with new partners and promising big investments to support future fleets – basically everything it can do except design and build the vehicles itself. (It tried that once, unsuccessfully.) Now, the ridehail giant is launching a new initiative to support its third-party robotaxi partners called Uber Autonomous … Read more