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๐ฐ๐ท CoinEasy | Daily Crypto Brief
Feb 12, Thursday 2026 (KST)
Today's Key Line
Regulatory Agreement Stalled, Capital Already Moving to On-Chain Distribution Rails
What Matters Today
1) DCG's Barry Silbert: "5-10% of BTC Will Move to Privacy Coins"
โข Presents Privacy as an 'Asymmetric Bet'
2) Ripple's Garlinghouse: Opens Up the Possibility of Additional M&A in the Second Half
โข Mentions Approximately $4B in Investment/Acquisitions in the Ecosystem Last Year
3) White House Stablecoin Rewards Meeting Stalled + BlackRock BUIDL, UniswapX On-Chain Direct Trading
โข Rules Stalled, Distribution Rails Advance
4) Upexi (SOL Treasury): Huge Losses Due to SOL Decline... Additional Profit/Hedging Mentioned
โข Treasury Model: 'Risk Management' Key
What to Watch
โข Will the Stablecoin Compensation Agreement Resume?
โข Tokenized Government Bonds Expanding on DEXs
โข Effectiveness of Treasury Companies' Hedging/Profit Strategies
โข Actual Fund Movements in Privacy/M&A Narratives
๐CoinEasy One-Line Comment
Today, "Circulation Rail + Risk Management" is the key to determining market scores, rather than themes.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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