ナスダック上場企業GD Cultureは、取締役会が現在保有する7,500ビットコインの準備金を売却、交換または処分することを承認したと発表した。これは2026年2月18日に公表された自社株買い計画の資金調達を目的としている。これらのビットコイン売却は複数回に分けて実施され、経営陣が会社及び株主の利益を最優先に柔軟に実行する。売却で得た資金は普通株の買い戻しに充てられ、ブローカー手数料、諸費用、税金などの関連費用をカバーする。（Globenewswire）

米国通商代表部のグリール代表は、米国が15％の関税に関する公告を発表すると表明し、関連公告は今後数日中に発表される予定である。(金十)

U.S. President Donald Trump's State of the Union address has sparked significant debate. Bloomberg posted on X, highlighting the moment when Representative Ilhan Omar voiced her dissent during the speech. The address, which covered various national issues, has been met with mixed reactions from both political parties. Trump's remarks on immigration and economic policies were particularly divisive, leading to discussions among lawmakers and the public. The event underscored ongoing tensions in U.S. politics, with differing opinions on the administration's approach to key issues.

U.S. President Donald Trump's State of the Union address has sparked discussions about its implications for him and the Republican Party. Bloomberg posted on X, highlighting the significant moments from the speech. Observers are analyzing how these moments reflect the current political landscape and the strategies of the Republican Party. The address is seen as a pivotal event in understanding the administration's priorities and future direction.

The cryptocurrency market is showing early signs of stabilization after rebounding from deeply oversold conditions, with altcoins outperforming Bitcoin and the altcoin season indicator climbing back to its highest level since January.Bitcoin Recovers but Remains Range-BoundBitcoin rose as much as 3.7% overnight before trimming gains, and is currently trading around $65,600, up roughly 2.4% since midnight UTC. Despite the rebound, BTC remains locked within a three-week consolidation range, highlighting continued caution among traders.From a technical perspective, Bitcoin’s Relative Strength Index (RSI) has moved out of oversold territory and back into a neutral zone. This shift typically signals consolidation rather than a breakout, suggesting the market may pause before choosing its next directional move.Altcoins Outperform as Risk Appetite ImprovesAltcoins led the recovery, pushing the altcoin season indicator to its strongest reading since early January. Layer-1 tokens Solana and Cardano each gained about 4.5%, while smaller-cap tokens posted sharper rallies.Notable outperformers included:VIRTUAL, up more than 15% since midnight UTCETHFI, which climbed over 10% amid speculation around potential ecosystem expansionMorpho, extending its strong momentum with a 15% daily gain and nearly 46% growth over the past 30 daysThese gains helped lift the broader CoinDesk 80 (CD80) Index by 1.7%, underscoring improving breadth across the altcoin market.Macro Signals Point to Speculative Risk-On MoveTraditional markets echoed crypto’s rebound. U.S. equity index futures edged higher, while silver surged more than 4%, a move often associated with speculative risk appetite rather than macro-driven fundamentals. This alignment suggests the current crypto bounce is fueled more by positioning and sentiment than by fresh news catalysts.Derivatives Data Shows Cautious StabilizationIn derivatives markets, crypto futures open interest rose modestly by 1.5% to $93.5 billion, largely driven by spot price appreciation rather than new leverage entering the system. Open interest in Bitcoin and Ether futures remained relatively stable, pointing to measured positioning rather than aggressive risk-taking.Key derivatives trends include:Capital rotating out of gold-linked crypto products, with XAUT futures open interest down 12%Strong positive cumulative volume delta (CVD) in assets such as TRX, AVAX, SOL, LINK and HBAR, indicating buying pressure exceeding sellingBitcoin’s 30-day implied volatility (BVIV) easing to 56%, down from 65% earlier in the week, signaling a calmer market environmentHowever, caution persists in options markets. On Deribit, the $60,000 Bitcoin put is now the most heavily traded strike, reflecting ongoing demand for downside protection. Puts remain more expensive than calls for both BTC and ETH, reinforcing a defensive bias despite the rebound.Market Outlook: Rotation, Not EuphoriaWhile the recovery from oversold levels has boosted short-term sentiment, the data suggests rotation rather than full risk-on conviction. Some tokens, including TON and PIPPIN, slipped after recent gains, highlighting active capital rotation among traders.Overall, the crypto market appears to be stabilizing, with altcoins temporarily taking the lead. However, with Bitcoin still range-bound and hedging activity elevated, the rebound looks more like a tactical reset than the start of a sustained bull leg.

Colin Devereaux's recent analysis delves into the evolution of private-market investments in gold, silver, oil, and gas over the last twenty years. FactSet posted on X, highlighting the divergence between fundraising trends in natural resources and commodity price cycles. This analysis provides valuable insights for those assessing private capital allocation in commodity sectors.

الرؤى الرئيسية: كشفت مجموعة Jane Street Group عن زيادة حادة في حيازتها من أسهم MicroStrategy في الإيداعات التنظيمية المقدمة في 12 فبراير، حيث أبلغت عن 951,187 سهمًا اعتبارًا من 31 ديسمبر 2025. source: https://www.thecoinrepublic.com/ar/2026/02/25/%d8%b3%d9%87%d9%85-microstrategy-%d9%8a%d8%b1%d8%a8%d8%ad-%d8%af%d8%b9%d9%85-%d8%b9%d9%85%d8%a7%d9%84%d9%82%d8%a9-%d9%88%d9%88%d9%84-%d8%b3%d8%aa%d8%b1%d9%8a%d8%aa-%d8%b9%d9%84%d9%89-%d8%a7%d9%84/

Several U.S.-listed Bitcoin-linked stocks are outperforming Bitcoin itself, as select mining companies rally sharply despite ongoing volatility in the underlying cryptocurrency.Shares of TeraWulf (WULF) have surged 31% month-to-date, even as Bitcoin has fallen nearly 17% over the same period. Other miners have also posted gains, with Cipher Digital (CIFR) up 8% and Hut 8 (HUT) rising 6%. Core Scientific (CORZ) has remained broadly flat, holding its ground amid market turbulence.Heavily Shorted Miners Attract Alpha SeekersAccording to Markus Thielen, founder of 10x Research, these miners rank among the most heavily shorted stocks by hedge funds, creating conditions for sharp upside moves if sentiment shifts.“With long-term energy contracts secured at attractive rates, these firms possess a strategic advantage that extends well beyond pure Bitcoin mining,” Thielen said in a note to clients. He added that capital is increasingly flowing toward structural winners, while less efficient legacy operators risk being left behind.Bitcoin Stabilizes as ETF Inflows Pick UpBitcoin has recently rebounded above $65,000, a move analysts attribute partly to strength in Nasdaq 100 futures. The recovery came despite Donald Trump making no mention of crypto during his State of the Union address.Investor sentiment showed tentative improvement as U.S. spot Bitcoin ETFs recorded $257.7 million in net inflows on Tuesday, the largest single-day inflow since early February, according to SoSoValue data. Analysts caution, however, that sustained inflows will be needed to confirm a durable market rebound.Key Bitcoin Levels in FocusFrom a technical perspective, traders are closely watching critical price thresholds. Vikram Subburaj, CEO of Mumbai-based Giottus, said Bitcoin is trading near major pivots.“A sustained break below $60,000 is widely framed as a downside trigger, with around $57,500 as the next notable level,” Subburaj said. “On the upside, reclaiming $72,000–$75,000 would be a clearer signal that risk appetite is returning.”Macro Headwinds Still LingerIn traditional markets, the U.S. Dollar Index reversed early losses, applying pressure to dollar-denominated assets such as gold and Bitcoin. Oil prices slipped after a rise in U.S. stockpiles, though downside remained limited amid concerns over potential U.S.–Iran military escalation.While Bitcoin remains range-bound, the relative strength in select mining stocks suggests that equity investors are selectively positioning for upside, even as the broader crypto market continues to navigate macro and liquidity headwinds.

DDC Enterprise Limited has acquired an additional 50 Bitcoin, bringing its total Bitcoin holdings to 2,118 BTC. According to NS3.AI, this marks the seventh consecutive week that the company has expanded its Bitcoin assets. DDC Enterprise now ranks 34th globally among publicly listed companies in terms of Bitcoin holdings.

How OI and Funding Rate interact across 2,523 days of real data. 4 market quadrants, OI reset database, and 5 cycle case studies with exact figures from 2020 to 2026. source: https://axeladlerjr.com/bitcoin-open-interest-funding-rate/

Aaveプロトコルは時価総額20億ドルのプロジェクトに成長したにもかかわらず、いくつかの基本的な疑問に答えられていない。DAOはAaveブランドを所有しているのか？Labsはトークン保有者のために存在するのか、それとも彼らと協力するのか？

これまで、機関や企業が暗号通貨に対してこれほど熱狂した時期はなかった。一方で、暗号通貨ネイティブたちは終わりのない憂鬱のループに陥っているようだ。

2月20日現在、ビット小鹿の自社ビットコイン保有量は正式にゼロとなった。

2026年までに、現実世界資産（RWA）のトークン化はパイロット段階と概念実証期を脱した。

Web 4.0は単なる技術革新ではなく、社会構造と経済モデルに対する深い変革である。

AIエージェントが自ら働き始め、ブロックチェーンが機械経済の基盤通貨となり、現実と仮想の境界がますます曖昧になる中、Web 4.0の波が押し寄せている。

MoonPayは「MoonPay Agents」をリリースした。これはAIシステムがウォレットの作成、資金の保管、資金投入後の暗号資産取引を人間の介入なしに実行できるツールである。本プラットフォームはMoonPay CLIを基盤として構築され、取引、スワップ、定期支払い、マシン間取引をサポートしつつ、資金管理権限をユーザーの管理下に維持する。

ストライプが競合のペイパル買収を検討していると報じられている。かつて金融テクノロジー業界を席巻したこの大手企業は、激化する競争、経営陣の交代、そして2021年のピーク時から85％も急落した株価に直面している。

ゴールドマン・サックスのレポート『HALOの影響力』は、AI時代において市場が「拡張可能な軽資産」から「複製困難な実体資産」へと移行していると指摘している。

資金が「まだブロックチェーン上に残っている」と知りながら、公安機関に差し押さえ・凍結・処分を完了させることは困難である。