Executive Summary
A recent expansion of Tether token support within Opera’s MiniPay wallet boosted Opera’s share price by 17% while signifying a leap toward financial inclusion in emerging markets via stablecoins and tokenized gold.
What Happened
Tether enabled support for both USDT and Tether Gold (XAU₮0) within the MiniPay self‑custodial wallet that runs on the Celo blockchain, aiming to bring stable, dollar‑denominated and gold‑linked assets to users in Africa, Latin America, and Southeast Asia. This integration was announced on February 2, 2026. Opera’s shares surged by approximately 17% the following day in response.
Key Details
Operating on the Celo blockchain, MiniPay now boasts over 12.6 million activated wallets and has facilitated approximately 350 million transactions since its late 2023 launch. In December 2025 alone, users conducted more than 96 million USDT transfers and over 3.5 million peer‑to‑peer payments, with 300,000 unique USDT buyers—a 33% increase from November. Additionally, total stablecoin movements through MiniPay in December exceeded $153 million, including more than $49 million added via local fiat partners such as Fonbank, Daimo, Binance, and others.
Market Context
The announcement ignited investor enthusiasm, sending Opera’s stock soaring from ~$12.42 to ~$14.87 in intraday trading—an approximate 17% gain. Simultaneously, Opera reported Q4 2025 revenue of over $170 million, lifting its full‑year revenue above $608 million and reflecting 26% year‑over‑year growth; adjusted EBITDA is expected to exceed $141 million. Analysts maintain a “Moderate Buy” rating, setting an average price target near $23.50.
What It Means
For Users
With seamless access to USDT and tokenized gold through MiniPay, users in underserved regions can now securely store, send, and hold value in stable digital assets without traditional bank dependency.
For Markets
This expansion strengthens MiniPay’s role as a fiat‑crypto bridge in mobile‑first economies, boosting stablecoin adoption and potentially unlocking new revenue pathways via transaction fees and on‑chain activity.
Market Data Snapshot
Primary Asset: Opera Limited (OPRA)
- Current Price: ~$14.87
- 24h Price Change: approximately +17%
- 7d Price Change: [Data N/A]
- Market Cap: ~$1.3 Billion
- Volume Signal: High
- Market Sentiment: Bullish
- Fear & Greed Index: [Estimate: Neutral–Greed range presumed]
- On-Chain Signal: Neutral (not applicable)
- Macro Signal: Neutral–Positive
Opera’s stock reaction reflects renewed investor confidence tied to real‑world stablecoin use cases and revenue momentum beyond core browser business.
Market Health Indicators
Technical Signals
- Support Level: ~$12.50 – tested prior close
- Resistance Level: ~$15.00 – tested intraday high
- RSI (14d): [Estimate: Elevated] – toward overbought
- Moving Average: Price rose sharply above 50/200‑day MA
On-Chain Health
- Network Activity: MiniPay: High stablecoin transfers in December
- Whale Activity: Neutral – retail focused
- Exchange Flows: Not directly applicable
- HODLer Behavior: Strong – users holding stable assets
Macro Environment
- DXY Impact: Neutral
- Bond Yields: Stable or Neutral
- Risk Appetite: Elevated toward Risk‑On for crypto-linked equities
- Institutional Flow: Showing interest in crypto infrastructure plays
What To Watch
Watch for Opera’s full Q4 earnings release, expected February 26, 2026, for revenue breakdown and guidance. Also observe U.S. stablecoin regulation developments and whether MiniPay’s on‑chain activity translates into sustainable monetization.
