The Unexpected Outperformer

DAILY MARKET OVERVIEW

Bitcoin’s Forgotten Brother

👋 Hey, Crypto Enthusiasts! Bitcoin is still lurking around $67k so let’s explore the market today!

Bitcoin continues to hover in the mid-to-high $60k range, where it appears to be forming a short-term bottom.

Today's CPI inflation data showed: headline inflation is clearly cooling, while core inflation isn't accelerating, though the monthly core reading remains sticky. Net result: dovish-leaning.

BTC's reaction was slightly positive, but nothing significant.

Interestingly, guess what's been outperforming Bitcoin over the past few months❓️ 

None other than its forgotten sibling, Bitcoin Cash. BCH forked from Bitcoin on August 1, 2017, after the community split over how to scale the network.

👀 Many probably haven't noticed, but Bitcoin Cash has been quietly outperforming Bitcoin since February 2025, and you, like us, have likely been wondering why.

The main narrative currently driving this seems to be Bitcoin Cash's quantum resistance, as well as the absence of big players like Michael Saylor from the picture. Beneath the surface, large whales are likely playing and manipulating the price, possibly accumulating slowly before the narrative gains real momentum.

It's worth watching this story. We've already seen legacy coins like ZEC go on massive runs, and with BCH's current strength, it could follow a similar path although extremely risky in the current environment.

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SOCIAL SENTIMENT

🖨️ Prediction Markets Are Printing Money

🔮 While most of crypto is bleeding, prediction markets are exploding.

The Super Bowl turned into a breakout moment for the sector. Regulated platforms like Kalshi reported over $1 billion in trading volume in a single day, driven by markets on everything from the game’s outcome to halftime shows and ads.

• At Robinhood, estimates put Q4 revenue from prediction markets at roughly $100M+, with around $300M for the full year based on trading volume and fees.

• That is impressive for a product that launched recently, and this is before the full impact of Super Bowl volume even shows up in the numbers.

Robinhood CEO Vlad Tenev says prediction markets are entering a “supercycle” that could eventually generate trillions of dollars in annual trading volume. He told investors that Robinhood’s prediction markets more than doubled in volume in Q4, reaching $12 billion in contracts in their first full year in 2025, with $4 billion already traded so far this year.

🥧 And everyone wants a piece of the pie, with Coinbase and Gemini also moving into the sector.

Why the rush? Prediction markets are sticky, engaging, and insanely profitable. Users stay glued because they have skin in the game. Platforms get high volume, fee-only revenue with low overhead. The money is simply too good to ignore.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Coinbase Reports $667M Q4 Loss as Trading Slows
Coinbase swung to a $667 million loss in Q4 as weaker crypto markets hit trading revenue, though stablecoins and derivatives remained resilient.

SEC Chair Calls Prediction Markets a Major Regulatory Issue
SEC Chair Paul Atkins said prediction markets are a “huge issue,” as overlapping jurisdiction and stablecoin debates complicate U.S. crypto legislation.

Aave Labs Proposes Sending All Revenue to DAO
Aave Labs proposed transferring 100% of protocol revenue to the DAO in exchange for funding, intensifying governance debates within the ecosystem.

CFTC Adds Crypto Leaders Amid Market Structure Fight
The CFTC appointed top crypto executives to its advisory panel as Congress continues debating stablecoin rules and broader digital asset legislation.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Paul Barron Network – Shutdown Crash Imminent? (13.02.2026 Summary)

In this update, Paul Barron says markets are getting hit from all sides, and crypto is feeling it first. His main worry is that a US government shutdown could trigger another leg down, freeze progress on crypto regulation, and add even more uncertainty at a time when investors already feel shaky.

Key Points

• Paul says broad market selling is spreading across stocks, metals, and crypto, not just Bitcoin

• He points to tariff tension, especially around Canada, as another pressure point hitting risk assets

• He flags El Salvador as a potential headline risk, if IMF pressure ever forces Bitcoin sales

• Paul believes a shutdown is highly likely, and warns it could stall crypto regulation progress

• He thinks delays to the CLARITY Act matter because regulation is a key confidence driver right now

• He highlights rising layoffs and weaker job data revisions as signs the economy may be softening

• He expects the Fed could be pushed toward rate cuts, but disagrees with the idea it will be “one and done”

• He says Wall Street is struggling with this speed of volatility, while crypto investors are used to it

• He stays skeptical on the idea that AI “agents” will quickly become the next big crypto narrative

• He notes the ongoing debate: can Bitcoin beat gold in 2026, or is gold still the safer trade this year

Final Takeaway
Paul’s outlook is cautious: the market is not just dealing with crypto issues, it is dealing with political risk, macro uncertainty, and the threat of a shutdown that could pause regulation and shake confidence. He still sees long-term upside in stablecoins and tokenization, but in the short term, he thinks volatility and downside risk are still on the table.

CoinBureau – Altcoins Are Broken. Here's Proof (13.02.2026 Summary)

In this video, Guy from Coin Bureau tackles a painful question many investors are asking: are altcoins fundamentally broken? After a disappointing 2025, he argues the issue is not just bad luck or weak narratives, but flawed tokenomics. By breaking down a major 2025 tokenomics report, he shows how token unlocks, inflation, and poorly designed buybacks have crushed altcoin performance.

Key Points

• 2025 saw $8.1 billion in token buybacks, but not all buybacks helped price

• Revenue-funded buybacks and burns performed best, with tokens up ~70% in the first 90 days

• Treasury-funded buybacks often failed, with some tokens falling 30–50%

• Many major 2025 token launches averaged over 60% losses, largely due to extreme fully diluted valuations (FDVs)

• Projects launching at huge FDV multiples (50x–200x over funds raised) saw the worst collapses

• Massive token unlocks increased supply dramatically, some projects inflated supply by 100%+ and prices tanked

• Even strong tech cannot offset bad tokenomics if emissions outpace burns

• Meme coins and exchanges actually led in aggressive burn strategies

• The new trend, “Tokenomics 2.0,” focuses on sustainable revenue, real yield, and value returned to holders

Final Takeaway
Coin Bureau’s outlook is clear: altcoins are not dead, but many are structurally flawed. Poor tokenomics, heavy unlocks, and unrealistic valuations have crushed performance. The projects likely to survive are those with real revenue, controlled supply, and smarter economic design. In this cycle, fundamentals matter more than hype.

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