Coinbase misses Q4 earnings, Ethereum eyes 'V-shaped recovery': Hodler's Digest, Feb. 8 - 14
CoinTelegraph
by Editorial StaffFebruary 15, 2026
AI-Generated Deep Dive Summary
Coinbase reported a net loss of $667 million in its fourth quarter of 2025, ending its eight-quarter streak of profitability as crypto markets experienced a downturn. The company's earnings per share came in at 66 cents, falling short of analyst expectations of 92 cents. Net revenue dropped by 21.5% year-on-year to $1.78 billion, missing the projected $1.85 billion. While transaction-related revenue fell nearly 37%, subscription and services revenue saw a significant increase of over 13%. This shift highlights Coinbase's efforts to diversify its income streams amid market volatility.
Ethereum's potential for recovery is gaining attention, with Tom Lee predicting a "V-shaped" rebound following recent declines. Ethereum developers are exploring the use of zero-knowledge proofs to enhance privacy and security in AI interactions. Davide Crapis from the Ethereum Foundation and Vitalik Buterin have proposed methods to ensure user anonymity while preventing spam and abuse in API calls to large language models.
Meanwhile, Binance faced a targeted break-in at its French unit, with three suspects arrested after attempting to steal from a senior employee's home. This incident underscores growing security concerns within the crypto industry. Additionally, X Money, Elon Musk's payments system for his "everything app," is set to launch in a limited beta within the next two months, positioning it as a central hub for all monetary transactions.
The week also saw Bitcoin ETFs suffer significant outflows, with $410.4 million leaving spot Bitcoin ETFs on Thursday alone. This follows Standard Chartered's decision to lower its Bitcoin target price, contributing to investor uncertainty. Despite these challenges, the crypto market continues to evolve, offering opportunities for innovation and growth in areas like AI privacy and payments infrastructure.
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Originally published on CoinTelegraph on 2/15/2026