Shenron1226

BREAKING: Global broad money supply surged +$13.6 trillion YoY, or +10.4%, in December 2025, to a record $144 trillion.
This marks the 3rd consecutive monthly acceleration in growth.
Since 2000, global money supply has risen +$118 trillion, a +7.0% compounded annual growth rate over 25 years.
Since the 2020 pandemic alone, money supply has surged +$44 trillion, or +44%.
The fastest increase over this period was recorded in February 2021, at +18.7%.
Global money creation has never moved this fast outside of a crisis.

INSIGHT: Stablecoins are growing fast, but at $226B they’re still tiny next to ACH's $93T and card networks.

Bitcoin adoption is booming on Wall Street.

Foreign investors are piling into Japanese government bonds at a record pace:
Open interest in Japan's 20Y government bond futures surged to a record 44,093 contracts last week.
By comparison, in July 2025, open interest was nonexistent when the Japan Exchange Group tried to revive liquidity after 3 years without a single trade.
This comes as cumulative net purchases by foreign investors rose to 3,615 contracts in the first week of February, 22 times above domestic participation.
At the same time, overseas investors bought ~14,000 contracts of 10Y JGB futures in the first 2 weeks of the month,

THE BIGGEST THREAT TO GLOBAL PAYMENT COMPANIES IS AI USING STABLECOINS.
Visa is down 4.6%.
Mastercard is down 5.7%.
American Express is down 7.2%.
Capital One is down 8.8%.
Markets are beginning to price a structural shift. And the concern is simple.
AI systems do not choose payment methods based on brand or existing infrastructure. They automatically select the fastest and cheapest way to settle transactions.
Today, card payments typically cost merchants between 2% and 3.5% per transaction. Cross border payments often exceed 4% once currency spreads and intermediaries are included.
If AI agen

BREAKING: 🇮🇳 AI HAS WIPED OUT $50 BILLION from Indian IT companies so far in 2026.
Nifty IT is down 20.77% YTD.
TCS is down 19.95%.
Infosys is down 21%.
Wipro is down 24%.
HCL Tech is down 17%.
Markets appear to be pricing growing risks to India’s decades long IT outsourcing model.
For nearly 30 years, global corporations relied on Indian firms for enterprise support, maintenance, and back office technology services built around scaling skilled labor.
Agentic AI is beginning to change that cost structure. Companies deploying advanced AI internally are increasingly able to complete work that

While everyone is focused on Bitcoin dropping to $63K something happened last week that nobody talked about
The Lightning Network crossed $1 billion in monthly transaction volume for the first time ever
$1.17 billion across 5.2 million transactions in November
And the average transaction size nearly doubled year over year from $118 to $223 which means this isn't just micropayment experimentation anymore
Businesses are using it
Exchanges are moving real money through it
Bitcoin's price is down 50% from its high and its actual usage as a payment network just hit an all time record
I find it genu

BREAKING: Hedge funds sold global equities last week at the fastest pace since the April 2025 tariff turmoil.
Net selling in the week ending February 19th recorded a -1.54 standard deviation from typical levels, driven by short sales.
All regions were net sold, led by North America and Europe, where long exposure was reduced at the fastest pace in 5 months.
Single stocks and macro products, such as index futures and ETFs, made up 58% and 42% of total notional selling, respectively.
By sector, hedge funds dumped 7 of 11 global industry groups, led by financials, which posted their largest weekl

Traders are increasingly hedging against credit risk in the software sector:
Investors bought ~400,000 put options, equivalent to 40 million shares, on the Invesco Senior Loan ETF, $BKLN, over the last 3 weeks.
This fund tracks the 100 largest institutional leveraged loans, made primarily to below-investment-grade corporations, and has ~18% exposure to the software sector and a market value of ~$6.8 billion.
As a result, open interest in $BKLN puts rose to the highest since 2023.
On Monday alone, an investor bought 30,000 April $20 put contracts in $BKLN.
$BKLN has also seen 4 consecutive week

BREAKING: Microsoft, $MSFT, announces a partnership with SpaceX's Starlink to expand internet access in rural and hard-to-reach regions.

The AI boom is fueling the South Korean economy:
South Korea exports surged +47% YoY in the first 20 days of February, the strongest reading in at least 2 years.
This follows a +34% gain in January, marking the 2nd consecutive monthly acceleration in growth.
These figures also came despite fewer working days due to the 3-day Lunar New Year holiday falling within the reporting period.
The surge was driven by semiconductor exports that soared +134% YoY, fueled by AI and data center investment demand.
Furthermore, shipments of computer peripherals and petrochemical products jumped +129% and +11%.

As of February 18, 2026, the Grayscale Sui Staking ETF (GSUI) and Canary Staked SUI ETF (SUIS) are live on the NYSE and Nasdaq.
These are the first U.S. ETFs to pass on-chain staking rewards directly to shareholders’ NAV.

SBI HOLDINGS TO OFFER XRP REWARDS ON $64.5M BOND
Japan’s financial giant SBI Holdings announced it is preparing to issue 10B yen ($64.5M) in on-chain bonds.
Investors earn 1.85%–2.45% interest plus $XRP rewards.
The three-year securities run through BOOSTRY’s ibet for Fin platform.

🚨 JUST IN: CRYPTO GOES MAINSTREAM IN MORTGAGES
U.S. mortgage lender Rate (formerly Guaranteed Rate) has launched RateFi, a nationwide program allowing borrowers to use cryptocurrency in mortgage underwriting.
- No Liquidation Required: Verified crypto can qualify as reserves or, in some cases, income - without selling it.
- Supported Assets: Large-cap cryptocurrencies like $BTC and $ETH , plus major USD-backed stablecoins.
- Compliance: Assets must be held with approved custodians or exchanges; ownership documentation required.
The rollout aligns with Senator Cynthia Lummis’s 21st Cen

Aave becomes the first lending protocol to surpass $1,000,000,000 in RWA deposits.
Trillions next 🚀

BREAKING: $META STRIKES $100B AI CHIP MEGA-DEAL WITH AMD
$Meta Platforms has agreed to purchase over $100 billion in AI computing capacity from AMD, securing up to 6 gigawatts over five years and potentially taking a ~10% stake in the chipmaker.
The agreement includes custom AI chips and stock warrants tied to AMD’s future share price performance, deepening the strategic alignment between the two companies.
The deal significantly boosts AMD’s competitive position against Nvidia in the red-hot AI semiconductor race.

Major DeFi Updates in February 2026.
Here's what shipped this month:
$UNI: Released 7 new AI "Skills" for agent integration, v4 hook with Bankr hit $100M volume in 2 weeks, awarded ETHDenver prize to Chaintology, BlackRock purchased UNI tokens
$AAVE: First lending protocol with >$1B in RWAs deposited, V4 third security audit by ChainSecurity completed, featured Stani Kulechov in OFFSTAGE episode
$LINK: Onboarded Taylor Lindman as SEC Crypto Task Force Chief Counsel, formed RealFi Alliance with Centrifuge & LayerZero, CCIP positioned as multi-chain bridge winner
$LDO: Staked ETH hit 31% of tota

BIG: Real-world assets on Ethereum just surpassed $15 billion in market cap, marking a ~200% increase year-over-year.