U.S. CPI: +2.9% YEAR-OVER-YEAR (EST. +2.9%); U.S. CORE CPI: +3.2% YEAR-OVER-YEAR (EST. +3.3%)

According to Bitget market data, international crude oil prices have plunged more than $1.5, while gold and silver rallied in the short term. Meanwhile, U.S. stock gains widened: the Nasdaq 100 rose 3.4% intraday, the S&P 500 was up 2.47%, the Dow Jones gained 2.36%, and the Nasdaq Composite rose 2.82%. On the news front, Al Arabiya TV cited Arab sources as reporting that a plan proposed by Qatar and Pakistan has reactivated substantive negotiations between the U.S. and Iran. The two sides are expected to reach a preliminary agreement on Iran's uranium enrichment issue. Sources also said that under the proposed agreement framework, the Strait of Hormuz will be immediately reopened and the maritime blockade lifted; the U.S. will release Iranian assets worth $6 billion to $9 billion after the deal is reached.

According to IFR, a media outlet under Reuters, Anthropic will launch its Nasdaq IPO roadshow on Tuesday morning local time. BlockBeats reported yesterday that potential buyers of Anthropic are currently discussing a valuation range of $1.2 trillion to $1.3 trillion, with some investors even eyeing a figure as low as $1.1 trillion. Earlier market expectations had once hit as high as $2 trillion, and the reasonable valuation before Thursday’s U.S. stock market slump stood at around $1.4 trillion to $1.5 trillion. Driven by factors including the Democrats’ sweep of Congress and expectations of tighter government scrutiny on data center expansions, valuation forecasts have been sharply revised down. Still, Anthropic has not delayed its IPO and is proceeding with the process as scheduled.

According to Al Arabiya, citing Arab sources, proposals put forward by Qatar and Pakistan have prompted the United States and Iran to resume substantive negotiations. The two sides are arranging discussions on the return of International Atomic Energy Agency (IAEA) inspectors to Iran, though the specific scope of the inspectors' tasks remains unclear. Sources said Washington has allowed Iran to retain its enriched uranium with a 3.67% purity, a move Tehran has agreed to. The two sides are also exploring plans to reduce the purity of Iran's highly enriched uranium via a third country. A preliminary agreement on lowering Iran's uranium enrichment level is expected between the U.S. and Iran, with Washington demanding a cut to Iran's existing stockpile of enriched uranium with 60% purity.

According to Al Arabiya TV citing Arab sources, under the currently discussed US-Iran deal framework, the Strait of Hormuz will be opened immediately upon the deal’s conclusion, and the relevant maritime blockade will be lifted. As part of the deal, the US is expected to unfreeze Iranian assets worth between $6 billion and $9 billion. The plan proposed by Qatar and Pakistan has reignited substantive negotiations between the US and Iran. The two sides are expected to reach a preliminary agreement on Iran’s uranium enrichment issue. Sources said Washington has allowed Iran to conduct uranium enrichment within its borders at a 3.67% concentration, which Tehran has already agreed to. Meanwhile, the US has demanded that Iran reduce the concentration of its existing 60% enriched uranium, and the two sides are considering enlisting third-party assistance to address Iran’s highly enriched uranium issue. In addition, the two sides are arranging discussions on the return of International Atomic Energy Agency (IAEA) inspectors to Iran, though the specific scope of their tasks remains unclear.

According to Ripple’s official blog, Qivalis, an Amsterdam-based joint venture of 37 major European financial institutions, has been authorized by the Dutch central bank (De Nederlandsche Bank, DNB) as an electronic money institution. This clears a core regulatory barrier for the group to issue a euro stablecoin under the EU’s Markets in Crypto-Assets (MiCA) regulation, with plans to complete the launch in the coming months after DNB reviews its whitepaper. The stablecoin is backed by 1:1 reserves and designed for institutional use cases including payments, settlements, and tokenized assets. The alliance began with 12 founding banks and now includes 37 institutions across 15 countries. Ripple noted that the market capitalization of euro stablecoins rose from around €50 million at the start of 2024 to €450 million in January 2026, compared to the roughly $300 billion market size of U.S. dollar stablecoins. Qivalis will handle minting, reserve backing, and redemptions under its own authorization and technology, while member banks will decide independently how to custody the asset for their clients. Ripple added that alliance members including BBVA and DZ BANK have already used Ripple Custody. Cassie Craddock, Ripple’s Vice President and Managing Director, said that as MiCA is rolled out across Europe, regional banks are more confident to launch digital asset services demanded by their customers. For background, DZ BANK, which has around €350 billion in assets under custody, has integrated Ripple Custody into its existing custody processes, with early use cases including custody of Siemens’ tokenized bonds. BBVA, meanwhile, launched crypto asset trading and custody services in its Spanish operations after Spain’s MiCA framework took effect in July 2025; the service was previously rolled out in Switzerland and Turkey, with the bank holding its clients’ asset keys itself.

Per OnchainLens monitoring, asset management firm Bitwise has transferred 73,170 HYPE tokens from its BHYP Hype ETF wallet to Cumberland, valued at roughly $5.45 million. OnchainLens notes the move may be intended for sale. The relevant address is 0x4C7eA....1C09899.