What happened on the crypto market last night?

• The proof-of-stake contract address of Ethereum now holds more than 50% of the total ETH supply, a first in 11 years.
• According to River, companies, funds, and governments accumulated Bitcoin in 2025, while individuals reduced their holdings.
• Arthur Hayes believes that Bitcoin could signal an upcoming financial crisis related to AI, and that the Fed would respond by printing money.
• The White House is considering a meeting on Thursday regarding stablecoin yields with banks and crypto industry players.
• Saylor declares that “spring is coming” for Bitcoin, despite the current crypto winter.
• US-listed Bitcoin miners maintain a share close to their all-time high in global hashrate.
• Tether will now allow shareholders to receive their dividends in tokenized gold via Tether Gold (XAU₮).
• Nvidia and Meta sign a multi-billion dollar multi-year agreement for AI chips.
• Japan begins investing in American energy and industrial projects as part of a $550 billion trade deal.
• The Bridge stablecoin platform, owned by Stripe, receives conditional approval from the OCC for a national banking charter.
• There is a 74% chance that the U.S. Supreme Court will rule the Trump administration’s tariffs as illegal.