Arrival of The Machines, The Race of the Superapps, and More – Week In Review

Week In Review—Feb. 21-28, 2026

Crypto ‘Not Made for Humans,’ Says Dragonfly’s Haseeb Qureshi – Here’s Why

Haseeb Qureshi, general partner at Dragonfly Capital, says that crypto infrastructure will ultimately be mass adopted by… read more

Editor’s comment:

With crypto’s UI being unviable for our friends and family to use, we have now moved on to onboarding the machines. Frankly, this could be a much better narrative given the infinite size and activity of AI agents. Real Vision CEO Raoul Pal says agents will 2x the users of crypto in 5 years.

Bitcoin ETFs Bleed $316 Million in 5th Straight Weekly Outflow

Bitcoin exchange-traded funds (ETFs) posted $316 million in weekly outflows, extending a five-week slide… read more

Editor’s comment:

While sentiment has improved for retail and Crypto Twitter (CT) on the latest bounce, institutions and ETF-buyers predictably need more confirmation before putting meaningful capital back in.

Meta, Coinbase, Kraken Accelerate Crypto Superapp Race Across Payments and Trading

Meta, Coinbase, and Kraken are racing to build financial superapps, blending stablecoin payments, 24/5 stock trading… read more

Editor’s comment:

This was always going to be a great catalyst for digital assets: melding tradfi investing and payments with crypto is much more likely to create a capital infusion to the asset class, rather than trying to convince billions of people to buy crypto in separate ecosystems.

‘Parallels to the 2008 Financial Crisis’ — JPMorgan Chief Jamie Dimon Sounds Alarm on AI and Credit Risks

JPMorgan Chase & Co. CEO Jamie Dimon said competitive lending and elevated market confidence today resemble patterns seen… read more

Editor’s comment:

Warning about credit risk and a repeat of 2008 is not exactly a hot take – everyone has already been able to see the overexuberance and frothiness for years. Dimon’s warning on potential AI-related disruptions, particularly in software and technology sectors, is also quite consensus. Contrarian indicator?

Senator Blumenthal Demands Binance Records Over Alleged $1.7B Iran Sanctions Breach

A U.S. Senator has launched a formal Senate Homeland Security Committee inquiry into Binance following reports that the exchange facilitated $1.7 billion… read more.

Editor’s comment:

At worst, this looks like a “pay a fine and move on” situation for Binance. The inquiry follows a New York Times report alleging how Binance investigators flagged a surge of crypto moving from the exchange to sanctioned Iranian targets.

FAQ 🔎

• Why is Jamie Dimon warning about 2008 parallels?
  He cites aggressive lending, elevated asset prices, and overconfidence—plus emerging AI-related risks—as signs the credit cycle could eventually turn.
• What is the Binance Senate probe about?
  Sen. Blumenthal is investigating alleged $1.7B in Iran-linked crypto transfers and requesting internal compliance records from Binance.
• What’s happening with crypto ETFs and market flows?
  Bitcoin ETFs have posted multi-week outflows, signaling institutional caution even as select altcoin products see modest inflows.
• How are AI and superapps shaping crypto’s future?
  Meta, Coinbase, and Kraken are expanding into integrated “superapps,” while some investors argue crypto infrastructure may ultimately be optimized for AI agents, not humans.