U.S. Bitcoin spot ETF capital inflows are warming up, with a net inflow of over $500 million on Wednesday, indicating a recovery in investor sentiment. Ethereum and other digital currency ETFs also recorded net capital inflows. However, the crypto market still faces uncertainties, with the Fear and Greed Index showing it remains in extreme fear. Some analysts suggest that this rebound may be temporary, and the market has not fully recovered yet.

U.S. spot Bitcoin ETFs posted a strong comeback on February 25. It recorded about $506.6 million in net inflows in a single day. The move marked the largest daily inflow in more than three weeks. Data from SoSoValue showed that none of the twelve U.S Bitcoin ETFs saw outflows during the session. T

Circle's Q4 revenue surged 77% to $770M, with net income increasing by $129M, reflecting strong adoption of its USD stablecoin, $USDC. This growth signals positive momentum for the digital finance sector, positioning Circle as a key driver in the evolving crypto economy.

The U.S. Ethereum spot ETF market has recently experienced a large influx of funds, reaching $157.14 million on February 25th, marking the largest single-day inflow in recent times. The total net inflow has reached $11.64 billion, with 6 ETFs receiving capital and a total trading volume of $1.12 billion.

Circle's stock price surged over 35% due to better-than-expected financial results. Revenue in Q4 2025 reached $770 million, a 77% year-over-year increase, and USDC circulation reached $75.3 billion, a 72% growth. Despite a net loss of $70 million in 2025, the company stated it will continue to expand its USDC market share. Investment banks forecast its growth potential and maintain an "above the market" rating.

Hut 8 Corp. (Nasdaq, TSX: HUT), an energy infrastructure platform integrating power and digital infrastructure, reported a full-year 2025 net loss of $248 million, swinging from net income of $331.4 million in 2024, driven by $220 million in primarily unrealized digital asset losses.

NVIDIA's Q4 earnings report shows net profit doubling to $43 billion, surpassing expectations, mainly driven by data center business. Taiwanese trader 0xRay opened a $16.56 million NVIDIA futures long position on Hyperliquid, with a leverage of 6 times. Although the stock price initially rose after the earnings report, it ultimately declined due to Chinese competition and uncertain future outlook. 0xRay's operations have attracted attention, as its contracts do not represent actual stock holdings.

NVIDIA's latest financial report shows a net profit of $43 billion, with data center business growing 75%. Although the stock price temporarily declined, CEO Jensen Huang remains optimistic about the long-term infrastructure potential, dismissing concerns about an AI bubble. Meanwhile, Taiwanese trader 0xRay has proactively positioned for NVIDIA long positions, holding assets worth up to $16.56 million, with unrealized profits of $430,000.

Hut 8 reported a net loss of $248 million in 2025, mainly due to unrealized digital asset losses, despite a 45% increase in annual revenue to $235.1 million. The company successfully transitioned into an AI infrastructure developer, signing a $7 billion leasing agreement with Fluidstack, demonstrating long-term growth potential. The stock price still rose over 300% despite the losses.

NVIDIA reports Q4 FY2026 results, with quarterly revenue reaching a record $68.127 billion, up 73% year-over-year; full-year revenue of $215.938 billion, up 65% year-over-year. Q4 net income was $42.96 billion, an increase of 94%. Looking ahead to Q1 FY2027, revenue is expected to be around $78 billion, indicating the impact excluding Chinese data centers. The Vera Rubin platform will help meet the growing demand for AI computing and strengthen market position.