Polymarket Announced Partnership with Palantir Technologies and TWG AI

Find out our latest reports, listed below:

• Volatility Report: February 2026

• 2026 – the year of RWA perps?
  
  
• Bybit x Block Scholes: “2026: It's Different This Time?”

• Tokenised Markets on Bitget UEX: Unlocking Real-World Assets On-Chain for 24/7 Global Access

Market Snapshot: Overnight Moves

Daily Updates:

• US equities whipsawed for another session yesterday while BTC rose above $71K briefly before having now settled around $69K. 
• The S&P 500 reversed all of its gains on the day, ending the session down 0.21% with the tech-heavy Nasdaq-100 reversing its advance to end the day flat. 
• Moves in crude oil prices were also extremely volatile, falling from $90 a barrel down to $77 before then rebounding back to $88. 

• The moves occurred against a backdrop of conflicting messages regarding the transportation of oil and energy tankers through the Middle East. 
• The plunge in oil prices worsened after Energy Secretary Chris Wright posted a tweet on X that “The U.S. Navy successfully escorted an oil tanker through the Strait of Hormuz to ensure oil remains flowing to global markets.” 
• That message was then quickly deleted and then refuted by the White House which confirmed the US military is not currently escorting commercial ships through the waterway, causing oil prices to trim those earlier losses. The White House’s Press Secretary, Karoline Leavitt, did however say that the US military was “drawing up additional options” should Iran attempt to further constrain trade passing through the region. 

• President Trump also laid out his own warnings against Iran as the war now enters its 12th day. 
• After a number of news outlets reported that Iran was preparing to lay mines in the Strait of Hormuz, Trump took to his Truth Social platform to say “If Iran has put out any mines in the Hormuz Strait, and we have no reports of them doing so, we want them removed, IMMEDIATELY! If for any reason mines were placed, and they are not removed forthwith, the Military consequences to Iran will be at a level never seen before.”
• US officials also signaled that military operations against Iran were escalating with little signs of diplomatic talks, contrasting Trump’s message earlier in the week that the war could be over soon. On Monday Trump said “I think the war is very complete, pretty much”, while senior officials in his administration, such as the secretary of Defense said “We will not relent until the enemy is totally and decisively defeated. We do so on our timeline and at our choosing”.

• Oil has become the second-most traded asset on Hyperliquid.
• The platform’s oil-linked perpetual contract, CL-USDC, which tracks West Texas Intermediate crude, recorded $1.32B in trading volume over the past 24 hours, up from roughly $21M in daily turnover before the recent escalation in Middle East tensions.

• Nasdaq-listed Solmate is accelerating its shift toward digital asset infrastructure, proposing a 10-for-1 reverse stock split and a formal name change from Brera Holdings PLC to Solmate Infrastructure PLC.
• The company said the restructuring will support its goal of becoming an institutional-grade Solana infrastructure provider, with Abu Dhabi serving as its main operational base.

• Wells Fargo filed a trademark according to its application for “WFUSD” on January 15, 2025, pointing to possible plans for crypto-related financial services.
• The filing covers areas such as digital payments, asset transfers, wallets and blockchain-based settlement, suggesting the bank may be exploring a broader digital asset offering rather than a narrow pilot. 

• Ripple plans to acquire BC Payments as part of its push to secure an Australian Financial Services License and expand deeper into the Asia-Pacific region, according to their statement on Tuesday.
• The licence would allow the company to offer Ripple Payments in Australia, giving it a regulated framework to deliver an end-to-end platform that combines traditional banking rails with crypto-enabled settlement.

• U.S. Senator Adam Schiff (D-Calif.), is introducing the DEATH BETS Act, which would prohibit any Commodity Futures Trading Commission (CFTC)-registered entity from listing contracts related to terrorism, assassination, war, or an individual’s death. 
• Representative Mike Levin (D-Calif-49) is set to introduce companion legislation in the U.S. House of Representatives. 
• The bill aims to stop people from profiting from prediction markets tied to violence or death, which Schiff and Levin argue could encourage harmful behavior, misuse classified information, and threaten national security. 
• Currently, the Commodity Exchange Act allows the CFTC to block such contracts if it decides they are not in the public interest, but the decision is left to the agency’s discretion, whereas the proposed legislation will explicitly ban these contracts.

• Polymarket has announced a partnership with Palantir Technologies and TWG AI to develop a “next-generation sports integrity platform” powered by the Vergence AI engine, intended to oversee sports prediction markets, detect suspicious behaviour, and reduce the risk of insider trading.
• The system will use advanced analytics to identify unusual trading patterns, potential manipulation, coordinated activity, or insider-related risks, while screening participants against restricted-user databases to block unauthorized traders.
• In addition, the platform will include a dedicated monitoring center with investigation workflows, escalation procedures, case management tools, and audit-ready records, alongside automated alerts, documentation, and reporting to support compliance and regulatory enforcement.

• Oracle shares rose in premarket trading after the company posted stronger-than-expected fiscal year 2026 3Q results, with revenue up 18% to $17.2B, cloud revenue up 41%, and cloud infrastructure revenue surging 81%.
• Management also pushed back against fears that generative AI could disrupt traditional software, arguing that customers want AI embedded into existing systems rather than replacing them.

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