Telegram Expands AI Execution

Find out our latest reports, listed below:

• Tokenised Markets on Bitget UEX: How Traders Are Utilising 24/7 Real-World Assets For Real Time Macro Hedging
• Block Scholes x Panoptic: Bridging The Onchain Convexity Gap
• Volatility Report: February 2026

• 2026 – the year of RWA perps?
  ‍
  

Market Snapshot: Overnight Moves

‍

Daily Updates:

• After falling from a twelve-week high of $79,500, BTC is now consolidating sideways between $76K and $77K. 
• The drop in spot price has also coincided with a cooldown in the rally of US equities. Yesterday, a selloff in Big Tech dragged down major stock indices as markets once again became concerned over whether the vast spending in artificial intelligence will pay off.

• The S&P 500 fell from its record high and closed 0.49% lower, while the Nasdaq-100 declined 1.01% after news reports that OpenAI recently missed its own targets for new users and revenue, fueling concern about whether the firm will be able to support its massive spending on data centers.
• The stocks of companies and partners that recently made business deals with OpenAI all fell in yesterday’s session — for example, shares of Oracle Corp and CoreWeave Inc, which have cloud-computing deals with OpenAI, closed 4.1% and 5.8% lower. 

• The slowdown in risk-taking has also occurred against a backdrop of (still) higher oil prices — Brent crude is up 11% over the past five days and now trades above $114. 
• According to the Wall Street Journal, President Trump has reportedly told his aides in the White House to prepare for an extended US Naval blockade of the Strait of Hormuz. 
• According to the report, President Trump said that leveraging the US’s blockade in the Strait to cut Iran’s ability to export oil is a less risky option than resuming bombing or removing the US from the conflict entirely.
• While the US has been blocking ships entering to and exiting from Iranian ports, the Iranian military has closed the Strait to most other traffic.
• According to the WSJ, Trump also rejected Iran’s recent peace proposal which signalled Tehran’s willingness to reopen the Strait and postpone nuclear negotiations to a later date. 
• CNN reported however that mediators in Pakistan expect Iran to submit a revised proposal in the upcoming few days. 

• Today, markets are focused on a busy central bank calendar, with the FOMC set to announce its latest interest rate decision.
• According to CME FedWatch, markets are pricing in a 100% probability that the Fed will leave rates unchanged.
• The Bank of Canada is also expected to announce its latest interest rate decision today, with attention on whether policymakers maintain the current policy rate and how they frame inflation risks, growth momentum, and the impact of higher energy prices.
• Tomorrow, focus will shift to the Bank of England and the European Central Bank, both of which are due to announce their latest policy decisions.

• LayerZero has committed 10,000 ETH (~$23M) to the DeFi United recovery initiative, allocating 5,000 ETH directly to the fund and 5,000 ETH to reinforce Aave liquidity and support GHO, Aave’s native decentralised stablecoin market’s liquidity.

• Pump.fun has burned approximately $370M worth of PUMP tokens (~36% of circulating supply) and introduced a programmatic buyback-and-burn mechanism funded by 50% of future net revenue.
• The buyback system is executed via smart contracts that automatically repurchase tokens from the open market and permanently remove them from circulation over a one-year period.
• The remaining 50% of revenue is allocated toward platform development, including product expansion, hiring, and ecosystem growth, as the protocol shifts toward a more sustainable long-term model.

• Syndicate, an Ethereum-based infrastructure platform for building rollups and sequencers, has detected an exploit linked to a compromise of its Commons cross-chain bridge, where an attacker acquired ~18.5M SYND tokens and liquidated them for approximately $330K.
• The team is conducting on-chain tracing and working with security firms to investigate the bridge vulnerability, while assessing remediation measures and confirming it has sufficient token reserves to compensate affected users.

• Telegram’s blockchain strategy is expanding into AI-driven on-chain execution, as TON Tech launches agents capable of carrying out transactions and DeFi activity on behalf of users.
• At launch, these agents can carry out transfers, swaps, staking, automated trading within pre-set budgets, and basic portfolio management.

This Week’s Calendar:

Charts of the Day: