figure

Bernstein reiterated its "Outperform" rating on Figure Technology Solutions (FIGR) and maintained a target price of $67, implying about a 72% upside from the current stock price of $38.97. Figure's Q1 2026 performance was strong: loan issuance reached $2.9 billion, a year-on-year increase of 113%; adjusted revenue was $167 million, a year-on-year increase of 92%, exceeding market expectations by 6%; adjusted EBITDA was $82.7 million, with a profit margin of about 50%, slightly above market expectations. However, the GAAP diluted EPS was $0.18, about 9% below expectations, primarily impacted by $26 million in equity incentive expenses.Bernstein's analysis suggests that this performance should reshape the market's perception of Figure, as it is not a traditional credit company, but rather a "tokenization-driven capital market platform," with core profits coming from network fees and operational leverage, and it maintains a pricing model based on a 25x EBITDA valuation for 2027. Additionally, the tokenization ecosystem continues to expand: the yield-bearing security token YLDS reached $598 million (up 80% quarter-on-quarter); the balance of stock lending products was $368 million (up 79%); and the small business loan segment contributed $6 million in revenue. Figure's current stock price is still not far from the 2025 IPO issue price of $36, but there remains a significant gap from the historical high of $78.

According to Jinshi reports, the U.S. ADP employment number increased by 109,000 in April, the largest increase since January of last year, exceeding the market expectation of 99,000.

According to The Block, Coinbase announced a seven-figure strategic investment in Centrifuge and selected it as the main asset tokenization collaboration platform for its public chain Base.Under the partnership, Centrifuge will become the core infrastructure for issuing tokenized assets on Base, supporting the on-chain and trading of real-world assets (RWA) including ETFs, credit funds, and structured products. The two parties already have a foundation for collaboration, including the launch of the first compliant on-chain S&P 500 index fund on Base.Coinbase stated that the choice of Centrifuge is based on its advantages in institutional-grade infrastructure, compliance capabilities, and scalability. The platform provides a complete solution from asset structure design, tokenization tools to yield interfaces and compliance support. This collaboration is seen as an important step for Coinbase to strengthen its asset tokenization strategy, with potential future expansion to more high-liquidity traditional financial assets.

According to CoinDesk, Figure Technology Solutions CEO Mike Cagney stated that the company is trying to leverage blockchain to reconstruct the traditional credit market infrastructure and deeply integrate real-world assets (RWA), securitization, and DeFi.Data shows that Figure's loan issuance in March this year exceeded $1 billion for the first time in a single month, with a total lending volume of $2.9 billion in the first quarter, which annualizes to about $12 billion. Cagney stated that the company's goal is to reduce intermediaries in the securitization, lending, and stock lending markets through on-chain processes, lowering costs and enhancing liquidity.Currently, Figure has launched the yield-bearing stablecoin YLDS and has launched on-chain credit vault products on networks like Solana, allowing users to invest in tokenized credit assets or use them as collateral for borrowing. The company also plans to expand into the Ethereum ecosystem and explore stock tokenization and on-chain securities lending.Cagney believes that the true value of blockchain lies not in "putting everything on-chain," but in reconstructing the financial abstraction layer. "Financial assets such as loans, securities, and equity are naturally suited for on-chain processes, and the entire financial infrastructure may be rewritten as a result."

According to tracking data from the Web3 asset data platform RootData X, in the past 7 days, the decentralized lending platform Venus has been the project that X (Twitter) top figures have unfollowed the most. The new influential figures on X who have unfollowed this project include cryptocurrency trader Loomdart (@loomdart), crypto KOL Yuyue (@yuyue_chris), and Chinese Web3 KOL Calman (@CalmanBTC).

According to tracking data from the Web3 asset data platform RootData X, in the past 7 days, the blockchain-based next-generation email Dmail has been the project that X (Twitter) top figures have unfollowed the most. New unfollowers of this project include DeFi analyst Ignas (@DefiIgnas), crypto KOL Yuyue (@yuyue_chris), and small catcher CHAOS (@iamyourchaos).In addition, the projects that X top figures have unfollowed the most also include Tribe.run and boop.

According to GlobeNewswire, based on preliminary operational data for March 2026 and the first quarter disclosed by blockchain capital market company Figure Technology Solutions, the company's consumer loan market transaction volume reached $2.902 billion in the first quarter, a year-on-year increase of 113%.In March, the transaction volume was $1.19 billion, a month-on-month increase of 33% and a year-on-year increase of 102%. As of March 31, 2026, the circulating YLDS stablecoin was valued at approximately $598 million, an increase of 83% compared to the fourth quarter of 2025.In addition, its Democratized Prime platform matched quote balance was $368 million, a month-on-month increase of 79%; the available lender supply reached $453 million, a month-on-month increase of 112%.

According to tracking data from the Web3 asset data platform RootData X, in the past 7 days, the decentralized fundraising platform Avalaunch has been the project that X (Twitter) top figures have unfollowed the most. The new influential figures on X who have unfollowed this project include zac.eth (@zacxbt) and 默默 (@momochenming).

According to Axios, the U.S. prediction market platform Kalshi announced it will upgrade its user access mechanism to proactively prevent athletes, coaches, officials, and other sports-related individuals from participating in trades related to their respective sports. It also prohibits political candidates from trading markets related to their own campaigns. This move aims to address the increasing regulatory pressure regarding insider trading.Polymarket has also introduced new rules, strictly prohibiting the use of non-public information.

According to DL News, police in the Île-de-France region of France arrested two teenagers (aged 15 and 17) and a 35-year-old man, all suspected of carrying out two armed kidnappings targeting cryptocurrency holders on March 10 in the Île-de-France region.Reports indicate that the first incident occurred in the Essonne department in the southern suburbs of Paris, where the suspects, wearing masks and carrying small explosive devices, attempted to break into the home of a cryptocurrency holder but failed. About 30 minutes later, another incident took place in the Seine-et-Marne department, where the suspects successfully broke into the home of a female cryptocurrency holder, kidnapped her family, and stole jewelry; it has not been disclosed whether cryptocurrency assets were also stolen.The police subsequently tracked the suspects' vehicle, deploying about 100 armed special police officers and two police helicopters to pursue them, intercepting the vehicle after approximately 6 hours and discovering the stolen jewelry inside. Prosecutors have charged the three individuals with extortion, organized crime, armed robbery, property damage, and kidnapping. Currently, the 17-year-old suspect and the 35-year-old man are in custody awaiting trial, while the 15-year-old suspect is under judicial supervision, and prosecutors have appealed this decision.

According to tracking data from the Web3 asset data platform RootData X, in the past 7 days, the Bitcoin-boosted network for native assets, trading, and verification Nubit has been the project that X (Twitter) top influencers have unfollowed the most. The new influencers who unfollowed this project include Sea (@Sea_Bitcoin), well-known trader Xu Chonglang (@cyrilxuq), and Chinese crypto KOL Ma Ti Juzi (@bitcoinzhang1).In addition, the projects that X top influencers have unfollowed the most also include Babylon and V12.

The Nasdaq-listed blockchain capital market company Figure Technology Solutions announced its latest business operations report, which disclosed that the circulating supply of its securitized stablecoin YLDS has increased to $588 million, a 56% increase compared to the previous period. YLDS aims to maintain a fixed dollar price and provide continuous returns through U.S. Treasury securities and repurchase agreements. In addition, the consumer loan market transaction volume in February reached $896 million, a 10% increase compared to the previous period.

According to Jinshi Data, the U.S. February ADP employment figures will be released tonight at 21:15 (UTC+8). The forecasts from 12 institutions are as follows:Societe Generale: +40,000; Deutsche Bank: +50,000; Goldman Sachs: +50,000; HSBC: +50,000;Standard Chartered: +50,000; BNP Paribas: +52,000; ING: +55,000; Pantheon Macroeconomics: +60,000;Mizuho Securities: +65,000; Lloyds Bank: +70,000; Bank of America: +75,000.[Reuters expectation: +50,000]

Blockchain financial services company Figure Technology Solutions announced its financial report for the fourth quarter and the full year of 2025. For the full year of 2025, the company’s net profit increased by 574% year-over-year to $134 million, and net revenue grew by 49% year-over-year to $507 million. Among these, the total transaction volume in the consumer loan market for the year was $8.4 billion, a year-over-year increase of 63%.In addition, the Figure board has authorized a stock buyback plan, allowing the company to repurchase up to $200 million of Class A common stock and blockchain common stock over the next 12 months.In terms of blockchain business progress, as of February 15, 2026, the balance of the yield-bearing stablecoin $YLDS is approximately $464 million; the on-chain lending market Democratized Prime has matched quotes of approximately $337 million; the on-chain public equity network OPEN has been launched, along with the introduction of blockchain-native security share classes; in the RWA sector, its recent securitization product has received AAA ratings from Standard & Poor's and Moody's.

According to data from the Web3 asset data platform RootData X tracking, in the past 7 days, the global token distribution and credential verification Sign has been the project with the most unfollows by top figures on X (Twitter). The new influential figures on X who unfollowed this project include cryptocurrency analyst Phyrex (@Phyrex_Ni), crypto KOL ChainDoctor (@realChainDoctor), and SleepinRain (@0xSleepinRain).In addition, the projects with the most unfollows by top figures on X also include Notcoin, Rhea Finance, and Moca Network.

According to tracking data from the Web3 asset data platform RootData X, in the past 7 days, the Web3 loyalty rewards platform RoveWorld has been the project that X (Twitter) top figures have unfollowed the most. The new influential figures on X who have unfollowed this project include zac.eth(@zacxbt) and Jakey(@SolJakey).In addition, the projects that X top figures have unfollowed the most also include BOB, Pangolin, and 人生K线.

According to the tracking data from the Web3 asset data platform RootData X, in the past 7 days, the decentralized AI memory layer Unibase has been the project with the most unfollows by top figures on X (Twitter). The newly unfollowed influential figures on X include BroLeon (@BroLeon), 0xAA (@0xAA_Science), and 0xAA (@0xAA_Science).In addition, the project with the most unfollows by top figures on X also includes Kaito.

According to the tracking data from the Web3 asset data platform RootData X, in the past 7 days, the token trading tool pepe boost has been the project that X (Twitter) top figures have unfollowed the most. The new influential figures on X who have unfollowed this project include 蓝狐 (@lanhubiji), 默默 (@momochenming), and 雨中狂睡 (@0xSleepinRain).In addition, other projects that X top figures have unfollowed the most include Calamity, Anoma Network, and Huma Finance.