Latest from Francisco Rodrigues
While some big investors cash out of crypto, others double down
Your day-ahead look for Feb. 18, 2026

Bitcoin treasury company Nakamoto to acquire BTC Inc and UTXO in $107 million all-stock deal
Some reacted with concerns about dilution for existing shareholders due to the stock price decline and the related-party nature of the transaction.

Banking giant Intesa Sanapolo discloses $100 million bitcoin ETF holdings, along with Strategy hedge
The bank also holds a large put option position on Strategy, potentially capitalizing on the company trading above the value of its BTC holdings.

Bitcoin improvement proposal to block spam draws heat from heavyweights
Your day-ahead look for Feb. 17, 2026

Popular burger joint Steak ’n Shake says bitcoin adoption boosted sales ‘dramatically’
Bitcoin payments are directed to a Strategic Bitcoin Reserve, used to fund employee bonuses according to the company.

Harvard cuts bitcoin exposure by 20%, adds new ether position
The shift may be due to complex market dynamics, potentially reflecting the unwinding of a trade that capitalized on bitcoin treasury companies trading at premiums to their mNAV.

Hive, Riot earnings reports, Fed rate-decision minutes: Crypto Week Ahead
Your look at what's coming in the week starting Feb. 16.

Metaplanet operating profit to rise 81% in 2026 after soaring 17-fold last year on options writing
The company recorded a non-cash bitcoin valuation loss of 102.2 billion yen ($650 million) due to the cryptocurrency’s price drop.

Russia's daily crypto turnover is over $650 million, Ministry of Finance says
Government and central bank officials are pushing for legislation to regulate cryptocurrency activities, aiming for passage during the spring session.

Wall Street remains bullish on bitcoin while offshore traders retreat
The difference in futures basis between CME and Deribit reflects varying risk appetite across regions.

