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Liquidity floods Solana as SOL reclaims EMA Ribbon to hit $85 – Details

Solana (SOL) has demonstrated renewed strength, with its price reclaiming the $85 level and moving back above the EMA ribbon after bulls aggressively defended the key $75 support zone. This technical recovery is supported by significant on-chain activity, as Solana dominated weekly DEX volume with $15.72 billion, leading major chains like Ethereum. Furthermore, sharp TVL inflows into select protocols, with some seeing near-100% growth, signal aggressive capital deployment and concentrated momentum within the ecosystem. While the shift in momentum is clear, the sustainability of the move depends on SOL's ability to convincingly break the $90 resistance level.

ambcrypto02/26 07:02

Bitcoin Flips To A Premium On Coinbase As US Institutions Absorb Global Retail Panic – Details

Bitcoin is struggling to sustain gains above $66,000 amid persistent selling pressure and fragile market sentiment. A key indicator, the Coinbase Premium Gap, has turned positive for the third time this year, suggesting increased institutional demand from U.S.-based investors on Coinbase Advanced compared to retail-driven activity on Binance. However, the modest premium of around $10 indicates limited conviction, reflecting a cautious transitional phase rather than a strong reversal. Technically, Bitcoin's price structure has weakened, with BTC trading below key moving averages and facing resistance near $70,000–$72,000. A breakdown below $63,000 could lead to further declines toward $58,000–$60,000. While institutional interest appears to be gradually recovering, the market remains in a defensive phase with no clear signs of a sustained bullish turnaround.

bitcoinist02/26 07:01

ETHZilla Shares Jump Following Rebrand to Forum Markets

ETHZilla's share price surged after announcing its rebrand to Forum Markets and a strategic shift toward institutional blockchain infrastructure and real-world asset tokenization. The company will trade under the new ticker FRMM on Nasdaq, pending approval. Previously operating a crypto treasury model focused on Ethereum, the company struggled as ETH prices fell and investor interest waned. Its new direction targets the growing demand for regulated tokenized investment products, aiming to provide asset origination and management services. Market analysts note this move aligns with institutional interest in blockchain's efficiency and transparency for traditional financial assets.

TheNewsCrypto02/26 06:45

Nvidia Delivers: AI Anxiety Pauses, Fundamentals Still Soaring

NVIDIA delivered a blockbuster Q4 FY2026 earnings report, with revenue surging 73% year-over-year to a record $68.1 billion, significantly exceeding analyst expectations. This performance, described as "explosive," served to temporarily alleviate market anxieties about an AI bubble, demonstrating that demand for computing power remains robust. Key highlights include Data Center revenue growing 75% to $62.3 billion, driven by strong demand for AI compute. Within this segment, Compute revenue rose 58%, while Networking revenue skyrocketed 263%, reflecting the success of NVLink technology. The company's non-GAAP gross margin climbed to 75.2%, a new high, attributed to improved product mix with the new Blackwell architecture and reduced inventory charges. For Q1 FY2027, NVIDIA provided a revenue guidance of $78 billion (±2%), which implies a nearly 77% year-over-year growth rate. This forecast notably excludes data center compute revenue from China. CEO Jensen Huang stated that the company is on track to surpass its $500 billion annual revenue target, with supply is expected to meet demand through next year. He emphasized that customer investment in AI computing is accelerating, and enterprise adoption of AI agents is soaring. Despite the strong results and guidance, the stock experienced volatility after the earnings call, with some analysts noting that high operating expenses and a change in accounting—where stock-based compensation (SBC) will no longer be excluded from non-GAAP metrics starting in Q1—could impact short-term investor perception of profit growth.

比推02/26 06:40

Decoding Stripe's 2025 Annual Letter: Even in the Crypto Winter, It's Still the Summer of Stablecoins

Stripe's 2025 annual letter reveals a strategic pivot, leveraging Web3 technologies to deeply integrate crypto, particularly stablecoins, into the global economic infrastructure, even as the broader crypto market remains in a "winter." The company processed $1.9 trillion in total payment volume in 2025, a 34% year-over-year increase, representing 1.6% of global GDP. This robust base supports its ambitious Web3 initiatives. A key insight is the "summer of stablecoins." Despite a crypto downturn, stablecoin payment volume doubled to $400 billion in 2025, with 60% originating from B2B transactions, demonstrating a shift from speculation to real-world utility. The acquisition of Bridge has been central to this strategy. Integrated into Stripe, Bridge's transaction volume grew over 4x. It now powers Stripe's fiat-to-crypto operations, partnered with Visa on a stablecoin payment card, and launched "Open Issuance" for businesses to easily create their own stablecoins. Privy, another acquisition, simplifies Web3 onboarding. Its API allows businesses to embed user-friendly wallets, supporting over 110 million programmable wallets and making the complexity of crypto "disappear" for end-users. Looking forward, Stripe is incubating Tempo, a new Layer-1 blockchain designed specifically for high-throughput payments, aiming to handle millions to billions of transactions per second to support the future of AI-driven "Agentic Commerce." Partnerships with companies like OpenAI are already building protocols for AI agents to autonomously transact. The letter concludes by hinting at a potential massive acquisition of PayPal, which would significantly boost Stripe's consumer-facing capabilities, though this remains speculative. The overarching narrative is clear: Stripe is building an internet-native financial system where stablecoins, seamless wallets, and powerful new blockchains form the backbone of global commerce and AI-driven transactions.

marsbit02/26 06:39

Jane Street Halts "10 AM Dump", BTC Stages Strong V-Shaped Rebound Nearing $70K Mark

BTC experienced a strong V-shaped rebound, approaching the $70,000 mark, with ETH and SOL also showing significant gains. Market sentiment improved as Bitcoin spot ETFs recorded net inflows, potentially ending a five-week outflow streak. The rally was fueled by a mix of market dynamics, including allegations against Jane Street for allegedly suppressing Bitcoin’s price through systematic trading practices, though some analysts dismissed long-term manipulation claims. Positive quarterly earnings from Circle and Nvidia further boosted confidence, highlighting strong demand for stablecoins and AI-related investments. Institutional interest grew, with university endowments beginning to allocate to crypto ETFs, and mining firms showed resilience amid market volatility. The rebound provided a renewed narrative for market optimism, though its sustainability remains to be seen.

Odaily星球日报02/26 06:27

Bitcoin Rebounds to $69K, Triggers $400M Short Liquidations

Bitcoin rebounded to nearly $69,000 on February 25, marking its first return to that level in over a week. The cryptocurrency surged over 7% in a single day after dipping to $63,000 just a day earlier. Despite the recovery, Bitcoin remains down more than 21% over the past month. This price movement triggered significant liquidations in the derivatives market, totaling $463 million in 24 hours. Over $400 million of that came from short positions, with Bitcoin alone accounting for around $200 million in short liquidations. Ethereum and Solana followed with $153 million and $22 million, respectively. Ethereum saw a 12% gain, reaching $2,075, while Solana dropped nearly 14% to below $89. Other major cryptocurrencies like Polkadot, Filecoin, and Avalanche also posted double-digit gains. The broader crypto market rose 6.6%, and crypto-related equities climbed as risk appetite improved.

TheNewsCrypto02/26 06:22

Vanguard, BlackRock lead the ETF wave as market remains in ‘extreme fear’

ambcrypto02/26 06:02

Bitwise Plants Its Flag In ETF Staking With Chorus One Buyout

Crypto asset manager Bitwise has acquired staking infrastructure firm Chorus One, which manages over $2.2 billion in assets across dozens of blockchain networks. The deal brings 50 employees into Bitwise's onchain division and expands its staking services to more than 30 proof-of-stake networks, including Solana, Avalanche, and Sui. While financial terms were undisclosed, the acquisition positions Bitwise to capitalize on staking as a key growth opportunity, especially as the SEC warms to crypto investment products like ETFs that may offer staking rewards. Bitwise, which already manages $15 billion in assets and runs over 40 investment products, including its Bitcoin and Ethereum ETFs, continues to expand beyond its core ETF offerings.

bitcoinist02/26 06:01

Polymarket vs Kalshi: Who is the King of Prediction Markets?

Polymarket and Kalshi are the two dominant players in the prediction market industry, collectively holding 79% market share. Polymarket, crypto-native and globally focused, leads in notional volume ($56.07B) and excels in political and macro markets. Kalshi, CFTC-licensed and US-centric, follows closely ($44.71B) and dominates sports betting, which drives 89% of its revenue. Their competition spans capital raises, marketing, user acquisition, and regulatory strategy. Kalshi leverages traditional channels like Robinhood and TV ads, while Polymarket builds a developer ecosystem and uses crypto-style referral programs. Key challenges remain: Kalshi faces potential competition from its own partners (e.g., Robinhood building its own exchange) and state-level lawsuits. Polymarket, after operating fee-free, has begun charging fees—a critical test for its revenue model. The battle reflects a broader conflict: whether the future of information markets belongs to crypto or traditional finance. Both are expanding into each other’s strengths—Polymarket into US sports, Kalshi into political media integration. The industry is still young, and the ultimate winner is yet to be determined.

marsbit02/26 05:11