Circle's fourth quarter earnings tell a story the company would prefer investors understand through the lens of growth: USDC circulation climbed 72% year-over-year to $75.3 billion, reserve income surged 69%, and adjusted EBITDA quintupled.
However, the income statement reveals a different architecture in which the issuer generates yield and immediately bargains most of it away to the platforms...
Institutional interest in Strategy’s (formerly MicroStrategy) preferred securities is building at a time when the company’s common stock, MSTR, remains one of the market’s most-watched bearish trades tied to Bitcoin.
The clearest signal came this week, when Prevalon Energy and Anchorage Digital said at Strategy World 2026 that they had each allocated part of their corporate treasury to STRC,...
The US Strategic Bitcoin Reserve could lose nearly 30% of its holdings in a single legal move, even if the government does not sell a single coin.
Last year, President Donald Trump signed an executive order creating a Strategic Bitcoin Reserve. The order directed the Treasury Department to consolidate government-held BTC into a reserve account and promised that the United States would not sell...
Bitcoin is flashing its most oversold signal on record amid its continued price struggles in this current macroeconomic environment and persistent exchange-traded fund (ETF) outflows.
According to CryptoSlate data, BTC's price dipped to around $62,700 over the last 24 hours, while its weekly relative strength index (RSI) printed roughly 25.7. BTC has risen to above $66,000 as of press time.
Alex...
Social media giant Meta is quietly plotting a return to stablecoins. This time, however, the primary beneficiary may not be Mark Zuckerberg’s metaverse, but the US Treasury market.
On Feb. 24, Coindesk reported that Meta was exploring stablecoin-based payments for a possible rollout in the second half of 2026, likely through a third-party provider rather than a Meta-issued token.
The structure...
Bitcoin spent the last two days sliding down familiar shelves, and the order book kept printing lower bids as liquidity thinned.
However, by Wednesday afternoon, the price traded back toward $65,000 after sweeping the low $63,000s, with the last 24 hours spanning roughly $62,800 to $66,200.
The bounce depicts a market that hit the air pocket, found the next ledge, and then checked whether the...
Two regulators converged on the same market from opposite directions in February 2026.
The European Securities and Markets Authority warned that derivatives marketed as “perpetual futures” or “perpetual contracts” tied to Bitcoin and Ethereum likely fall within the scope of contracts-for-difference regulations, regardless of what firms call them.
Days earlier, US Commodity Futures Trading...
Public Bitcoin miners collectively held 115,335 BTC as of Feb. 20, worth roughly $7.4 billion at the recent price, but that treasury dropped 4.44% month-over-month, the first sustained contraction since miners began stockpiling coins as balance-sheet assets.
The decline wasn't an accident. Riot Platforms sold 1,818 BTC in December 2025 for $161.6 million in net proceeds. Bitdeer liquidated its...
Bitcoin is entering a period where macro sequencing matters more than narrative.
Equity markets are trading near record valuations, real yields remain elevated, and credit markets are expanding into increasingly opaque corners of the financial system. None of these conditions guarantees an imminent break. But together they form the backdrop for what could become a high-volatility window for risk...
Bitcoin spent the last two days sliding down a familiar set of shelves, and the order book kept printing lower bids as liquidity thinned.
By Tuesday morning, it sat at $63,214, a level that places the price inside the lower band on my two-year channel map.
Bitcoin price action
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