As we transfer by the third Thursday of February 2026, the digital asset panorama is outlined by a curious decoupling of “crowd” sentiment. Whereas the heavyweights, Bitcoin and Ethereum, are laboring below a cloud of social pessimism, XRP has surged to its most bullish positioning in over a month, fueled by a string of aggressive partnership expansions.
On the similar time, the Ethereum Basis has simply dropped its definitive 2026 roadmap resulting in the “Glamsterdam” improve, and Robinhood’s foray into the layer-2 area is seeing explosive early testnet exercise.
TL;DR: The Morning Transient
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- XRP decouples: Santiment information exhibits XRP hitting a five-week “bullishness” excessive, whereas BTC and ETH dip into bearish sentiment territory.
- Ethereum’s 2026 Imaginative and prescient: The Basis outlines “Glamsterdam” and “Hegotá” upgrades, concentrating on 100M+ fuel limits and parallel execution.
- Robinhood chain momentum: CEO Vlad Tenev studies 4 million transactions within the first week of the RWA-focused L2 testnet.
XRP information: Santiment studies five-week excessive in “bullishness”
Whereas the broader market seems to be catching its breath, XRP is at present driving a wave of social optimism that now we have not seen since mid-January. In accordance with the most recent information from Santiment, the “Optimistic/Unfavorable Sentiment Ratio” for XRP has spiked considerably, carving out an area peak that stands in sharp distinction to the “bearish territory” at present occupied by Bitcoin and Ethereum.
The visible information from Sanbase highlights a telling pattern: because the BTC worth motion continues to wrestle with sustaining momentum, the group is actively pivoting its consideration. This five-week excessive in bullishness seems to be a direct response to a sequence of strategic partnership growth bulletins which have refocused the narrative on XRP’s utility in cross-border settlements.
On a market the place social quantity typically precedes worth volatility, the truth that XRP is the lone “inexperienced” outlier in sentiment means that the “sensible cash” and retail crowd alike are betting on a elementary breakout whereas the remainder of the majors consolidate.
Ether unveils Glamsterdam 2026 roadmap replace
The Ethereum Basis has formally clarified the trail ahead for 2026, offering a high-stakes protocol improvement construction that appears to unravel the perennial problems with scale and person expertise.
Following the profitable activation of the Fusaka improve in December 2025 — which introduced the community to a 60 million fuel restrict — the 2026 roadmap is cut up into two huge phases: Glamsterdam within the first half of the 12 months and Hegotá to observe.
Fast abstract of Ethereum protocol priorities replace for 2026:
- Scale: Centered on consensus, execution and blob scaling.
- Enhance UX: Doubling down on the work from final 12 months.
- Harden the L1: Making certain the core properties of Ethereum are preserved by all of it.
Glamsterdam represents a complicated “marriage” of the Amsterdam execution layer and the Gloas consensus layer. The purpose is nothing wanting transformative: the inspiration is concentrating on a fuel restrict progress that might lastly push previous the 100 million mark. By implementing enshrined Proposer-Builder Separation (ePBS) and block-level entry lists, Ethereum is making an attempt to “harden the L1” whereas concurrently making it environment friendly sufficient to deal with the subsequent technology of worldwide demand.
For builders, the actual “meat” of this replace lies in parallel transaction execution, a transfer that brings Ethereum’s throughput nearer to its high-speed opponents whereas sustaining the safety of its decentralized base.
Robinhood chain hits 4 million transactions, CEO Vlad Tenev confirms
The “Subsequent Chapter of Finance” is outwardly being written on an Ethereum L2, a minimum of in response to Robinhood CEO Vlad Tenev. In a major replace posted as we speak, Tenev confirmed that the Robinhood chain testnet has processed over 4 million transactions in its first seven days of public life.
Launched on Feb. 10, 2026, this Arbitrum-based L2 is particularly engineered for the “Onchain Finance” period, focusing closely on tokenized real-world property (RWAs) like equities and personal funds.
Constructed utilizing the Arbitrum Orbit stack, the chain is attaining block instances of roughly 100ms, a necessity for Robinhood’s imaginative and prescient of 24/7 buying and selling for conventional monetary devices. With main infrastructure companions like Alchemy, Chainlink and LayerZero already built-in, the testnet’s success means that the transition from a standard brokerage mannequin to a self-custody, on-chain ecosystem is accelerating.
The chain permits for native issuance of tokenized property, which might then be traded through the Robinhood pockets, successfully bridging the hole between Wall Road liquidity and DeFi effectivity.
Crypto market outlook: Divergence section
The present market setting is one among technical maturity versus social exhaustion. Whereas the underlying infrastructure — exemplified by Ethereum’s roadmap and Robinhood’s L2 success — is scaling quickly, the “crowd” is displaying indicators of fatigue relating to the first property.
Key ranges and traits to look at:
- XRP: With sentiment at a five-week excessive, look ahead to a possible “brief squeeze” or a worth breakout if the partnership information interprets into sustained shopping for quantity. Key resistance stays on the psychological $1.50 stage.
- Ethereum (ETH): Because the Glamsterdam hype builds, the 2026 roadmap offers a elementary flooring. Merchants ought to monitor the $2,000 stage; staying above this confirms that the market is pricing within the upcoming scaling advantages.
- Bitcoin (BTC): Bitcoin stays in a “wait-and-see” zone. Till sentiment recovers from the present bearish dip, we anticipate sideways consolidation between $71,000 and $60,000.
The roadmap for 2026 is changing into clear: Ethereum is scaling to turn out to be the worldwide settlement layer, whereas platforms like Robinhood are constructing the “final mile” infrastructure to convey that scale to hundreds of thousands of retail customers. XRP, on the similar time, is in its personal lane, concentrating on establishments for its subsequent period.
We’re getting into a section the place the “Infrastructure Play” is outperforming the “Pure Foreign money Play” when it comes to improvement milestones, a typical chapter in bear market buildings.
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