Meta & AMD Sign $100B+ AI Chips Deal. AMD Stock Surges 14%

Meta has signed a 5-year, $100B+ deal to secure 6 gigawatts of AI compute powered by AMD’s MI450 GPUs, one of the largest AI infrastructure agreements to date. The first gigawatt is expected to deploy later this year.

AMD will grant Meta warrants for 160M shares (~10%) at $0.01, with the final tranche unlocking if the stock reaches $600. Shares rose 14% premarket on the news.

The structure mirrors AMD’s OpenAI partnership, as Meta maintains a multi-vendor strategy that also includes Nvidia.

⏮️ Meta spent $72B on AI infrastructure last year and plans up to $135B in 2026, targeting tens of gigawatts of compute this decade.

👉 wsj.com/tech/ai/meta-and-amd-agree-to-ai-chips-deal

Ondo Tokenized U.S. Stocks Go Live on Binance, Expanding Access to Hundreds of Millions

Ondo Global Markets has brought its tokenized U.S. stocks and ETFs to Binance Alpha, expanding access to hundreds of millions of users. The model connects directly to NYSE and Nasdaq liquidity, targeting minimal slippage, instant settlement, and onchain composability.

ℹ️ The platform has scaled to 200+ assets, recording execution differentials generally under 5 bps, and has surpassed $550M TVL and $11B in cumulative volume since launching in September 2025. Ten tokenized securities, including AAPLon, TSLAon, NVDAon, SPYon, and MSFTon, are now live on Binance Alpha.

👉 x.com/OndoFinance/status/2026305368238723147?s=20

Meta Plans Stablecoin Push Across Major Products in H2 2026

Meta is preparing to launch a dollar-pegged stablecoin later this year, using third-party providers and a new wallet to enable payments. The company has sent RFPs to potential partners, with Stripe, which acquired stablecoin specialist Bridge in 2025, a likely candidate.

The move aims to streamline cross-border payments, boost social commerce, and compete with “super app” rivals like X and Telegram. Meta plans to rely on third-party providers rather than issuing the coin directly, learning from its Libra/Diem experience.

ℹ️ Libra/Diem was Meta’s first attempt at a global stablecoin, announced in 2019 as Libra and later rebranded to Diem. The project faced heavy regulatory pushback in the U.S. and reputational challenges, leading to its shutdown in early 2022, with assets sold off and plans for a new approach shelved.

👉 coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback

Trojan Integrates Hyperliquid Perpetuals for Multi-Asset Trading

The platform becomes the first Solana terminal to offer tokenized stocks, precious metals, and commodities. Users can now trade BTC, gold, silver, uranium, and tokenized equities including TSLA, AAPL, AMZN, and GOOGL, with up to 50x leverage.

Trojan says this upgrade is a step toward becoming a full-fledged onchain multi-asset exchange (OEX)

👉 x.com/TrojanOnSolana/status/2021636658920337486?s=20

Stripe Tops $159B Valuation, Expands Crypto & Blockchain Efforts

In its annual letter, Stripe announced a $159B tender offer to provide liquidity for current and former employees, with Thrive Capital, Coatue, and a16z funding most of it.

ℹ️ Latest Metrics, Acquisitions & Developments

– Business Metrics. 2025 total volume reached $1.9T, up 34% YoY. Revenue on track for $1B ARR. Stripe turned a profit in 2024, with net revenue at $5.1B (+28% YoY). Processes $1T+ in payments annually across 195 countries
– Acquired Bridge ($1.1B) for stablecoin infrastructure; conditional approval granted to become a federally chartered national bank
– Launched crypto features, acquired Privy and Valora wallets
– Opened Open Issuance, enabling companies to issue bespoke stablecoins via Bridge
– Co-developed Tempo, a payments-focused Layer 1 blockchain, launched public testnet Decemeber 2025

⏮️ Earlier this month, Bridge got conditional approval from the OCC to become a national bank, allowing it to custody crypto, issue stablecoins, and manage reserves

👉 theblock.co/post/391075/stripe-valuation-jumps-to-159-billion-on-back-of-tender-offer

HK-Based Stablecoin Payments Firm RedotPay Eyes $1B U.S. IPO

Hong Kong-based stablecoin payments company RedotPay is reportedly considering a US IPO to raise $1B+, potentially valuing the firm above $4B. The company is working with JPMorgan, Goldman Sachs, and Jefferies, and a New York listing could happen as soon as 2026, though details remain fluid.

⏮️ RedotPay raised $194M in 2025, including a December Series B, and has reached unicorn status. Its backers include Accel, Blockchain Capital, Circle / Coinbase / Galaxy Ventures, Goodwater, HSG, Pantera, and Vertex Ventures, and the platform had 6M+ registered users as of November.

👉 bloomberg.com/news/articles/2026-02-24/hk-based-redotpay-is-said-to-consider-1b-us-ipo

​​Coinbase has opened stock and ETF trading to U.S. users

U.S. users can buy and sell traditional equities alongside crypto — 24 hours a day, 5 days a week with zero commission. Through a partnership with Yahoo Finance, users can also research assets and instantly execute trades, seamlessly linking discovery and trading.

👉 x.com/coinbase/status/2026303315382870364?s=20

​​Stripe is considering a deal to acquire PayPal

Sources report that Stripe is evaluating a possible partial or full acquisition, but negotiations are still at an early phase and there’s no guarantee a deal will be made. The news sent PayPal’s shares rising about ~7% as investors reacted to the potential takeover chatter.

👉 bloomberg.com/news/articles/2026-02-24/payments-processor-stripe-expresses-interest-in-paypal

OKX leaks Opinion (OPN) TGE date, scheduled for March 4

OKX’s Opinion pre-market page listed the TGE date as March 4 (with some users seeing March 5 due to timezone differences). Polymarket odds briefly jumped to 95%+, signaling strong expectations for an early-March launch despite no confirmation.

Opinion is a top-3 prediction market by trading volume where users can trade directly on real-world outcomes. Opinion becomes the first major prediction market to launch a token.

👉 okx.com/trade-swap/opn-usdt-swap#workspaceId=1772013970898

​​HashKey Group launches a one-stop RWA solution

RWA Issuance Solution aims to streamline the full lifecycle of tokenizing traditional assets, from structuring and due diligence to issuance, custody, and trading via HashKey Exchange, under a compliant, institutional-grade framework.

👉 group.hashkey.com/en/newsroom/hashkey-group-unveils-one-stop-rwa-solution

​​Binance Wallet announced Sentio (ST) Pre-TGE and Booster Program

A total of 35,000,000 ST (3.5% of supply) will be offered to Binance users in two campaigns. Sentio is a Web3 observability and data platform that simplifies blockchain infrastructure by integrating indexing, querying, and real-time visualization into a single system.

👉 x.com/BinanceWallet/status/2026613731757809993?s=20

​​Top CEXs by funds outflow in the last 30 days

Major exchanges including OKX, Gemini, and Bybit recorded significant net outflows as traders reduced exposure amid recent market turbulence. Historically, such periods have often preceded major market bottoms and new accumulation phases.

Fraction AI Launches Stable Up for AI-Driven Stablecoin Management

Fraction AI has introduced Stable Up, an application that deploys autonomous agents to manage stablecoins based on users’ selected risk profiles.

🔤 The agents dynamically allocate liquidity across integrated DeFi vaults, including Moonwell, Silo Finance, Morpho, Yearn Finance, Euler Finance, and Avantis, with further integrations expected. Allocation decisions adjust over time based on observed performance and changing market conditions.

Stable Up operates on Base, leveraging its low-cost, high-throughput infrastructure to coordinate liquidity across multiple protocols. The launch reflects the growing convergence of AI automation and DeFi yield strategies.

👉 x.com/FractionAI_xyz/status/2025903548106518906?s=20

Tether Takes Stake In Whop, Integrates WDK For Stablecoin Payouts

Tether Investments has acquired a strategic stake in Whop, a digital marketplace facilitating ~$3B in annual payouts to 18.4M users across 144 countries.

⏩ As part of the deal, Whop will integrate Tether’s Wallet Development Kit (WDK) to support stablecoin settlements, enabling creator payouts in Tether (USDT) and USAT. The funding will back Whop’s expansion into LATAM, Europe, and APAC, alongside AI tools focused on agent-driven income models.

ℹ️ The integration aims to streamline cross-border payments by reducing settlement friction and costs, particularly in underbanked regions. Tether added that WDK could also unlock DeFi features on Whop, including lending and borrowing.

The move comes as Tether retains a dominant stablecoin market position, with USDT representing about 62% of total dollar-denominated supply, while continuing to expand across payments and tokenized asset infrastructure.

👉 theblock.co/post/391181/tether-takes-stake-in-whop

UK FCA Selects Firms for Stablecoin Sandbox. Revolut Among Participants

The Financial Conduct Authority has picked four companies, Revolut, Monee Financial Technologies, ReStabilise, and VVTX, to test fiat-pegged stablecoins in its Regulatory Sandbox. Out of 20 applicants, the selected firms will trial their products under real-world conditions with full regulatory oversight.

The FCA says the sandbox will allow live testing of its proposed stablecoin rules while ensuring safeguards and fostering responsible innovation.

ℹ️ The move aligns with the Bank of England’s plans to develop stablecoins for faster, cheaper payments. Both regulators are shaping a comprehensive crypto framework covering stablecoins, trading, lending, staking, and custody, with rules expected later this year.

👉 theblock.co/post/391237/revolut-firms-picked-uk-fca-test-stablecoin-sandbox

Meet PredictionTalk. A Dedicated Forum for Prediction Market Traders

PredictionTalk (PT) has launched as a focused discussion hub for the growing prediction markets sector. As platforms like Polymarket and Kalshi expand, PT aims to offer a permanent space where analysis, strategies, and trader reputations can grow beyond fast-moving social feeds.

💡 The platform features a merit-based reputation system inspired by BitcoinTalk, where contributions are judged by the community — not algorithms. Merit requires written justification, and profiles reflect sustained quality over engagement metrics.

PredictionTalk is built for both human traders and AI research agents, supporting structured, searchable discussions and public track records. Its goal is to reduce noise, preserve valuable insights, and build lasting infrastructure for the prediction markets industry.

👉 predictiontalk.org

​​February Market Drop Sent 14 Top-100 Coins to Record Lows

February marked one of the harshest resets for altcoins recently, with 14% of Top-100 projects collapsing to new ATLs. Majority of these tokens recorded declines of over 90% from their all-time highs.

t54 Labs Raises $5M Seed to Build Trust Layer for AI Agent Finance

San Francisco-based t54 Labs has raised $5 million in a seed round to develop infrastructure for autonomous AI agents in financial markets. The round was co-led by Anagram, PL Capital, and Franklin Templeton, with participation from Ripple, Virtuals Ventures, Blockchain Coinvestors, and ABCDE.

ℹ️ Founded in January 2025, t54 is building identity, risk, credit, and compliance infrastructure for AI agents capable of initiating payments and executing transactions autonomously. Its platform integrates “know your agent” identity verification, real-time risk monitoring that flags suspicious activity before funds move, agent-based credit scoring, and unified settlement rails.

Blockchain functions as the platform’s settlement and accountability layer. t54 is live on XRP Ledger, Solana, and Base. The company has also developed x402-secure, an open-source trust layer designed for Coinbase’s x402 agent payment protocol.

⏮️ Last month, t54 partnered with Evernorth, a Ripple-backed digital asset treasury firm aiming to raise over $1 billion for institutional XRP exposure, to integrate its agentic finance infrastructure into autonomous treasury operations on XRPL.

The company currently employs 12 people and plans to hire additional engineers and business development staff as institutional adoption of AI-driven financial agents accelerates.

👉 theblock.co/post/391273/ripple-franklin-templeton-ai-agent-trust-startup-t54-labs

​​Centrifuge (CFG) has been listed on Upbit, CFG surges 100%+

Centrifuge is a pioneer in tokenizing real-world assets, bridging traditional finance with DeFi through onchain credit markets. The protocol has played a key role in integrating RWAs into major ecosystems, including MakerDAO’s collateral framework.

👉 x.com/Official_Upbit/status/2026856161958572473?s=20

Ethereum unveils Strawmap, long-term protocol roadmap

Strawmap is a draft roadmap outlining potential upgrades through 2029, including faster finality, zk-based scaling, and quantum-resistant cryptography. Designed as a coordination tool rather than a fixed plan, Strawmap highlights Ethereum’s ambition to evolve.

💡 Key ideas covered:
– improving scalability with faster finality and higher tps
– integrating zk-based mechanisms for performance
– stronger privacy primitives
– long-term quantum-resistant cryptography

👉 strawmap.org/

Kalshi fines MrBeast editor for insider trading

Kalshi found that the editor, identified as Artem Kaptur, used non-public information from his role to place highly successful trades on so-called “MrBeast” event contracts, resulting in his suspension from the platform for two years and a penalty of around $20,000.

Kalshi says that Kaptur traded around $4,000 on YouTube markets in Aug/Sep 2025. He made a $5,398 profit, prompting Kalshi to fine him for that amount, plus a $15K penalty.

👉 techcrunch.com/2026/02/25/kalshi-fined-a-mrbeast-editor-for-insider-trading-on-markets-related-to-the-youtube-star/