NewsBTC •
February 10, 2026 at 14:40 •
Analysis
What to Know: Sergey Nazarov argues the current market cycle is driven by fundamental utility and banking integration rather than retail speculation. The demand for high-performance rails is directing capital toward projects that solve latency and interoperability issues. Bitcoin Hyper uses the Solana Virtual Machine (SVM) to bring high-speed smart contracts to the Bitcoin network. Whale wallets have begun accumulating infrastructure tokens, signaling a strategic bet on Bitcoin Layer 2s. According to Sergey Nazarov, Chainlink’s co-founder, the industry is transitioning away from speculative retail frenzies toward a cycle defined by fundamental utility and institutional integration. Nazarov emphasized on X, that the integration of Real World Assets (RWAs) and cross-ch...