Capital Flow

From 09:00 to 09:15 (UTC) on February 26, 2026, the BTC price recorded a short-term increase of +0.56%, with the price range between 67,935.8 and 68,402.0 USDT, and a volatility of 0.69%. Market attention during this period increased, and trading volume slightly rose compared to the previous cycle, indicating heightened market volatility and active participation. The main drivers of this price movement are macro fund inflows and large on-chain transfers resonating together. Influenced by global macroeconomic uncertainties, safe-haven funds flowed into digital assets, with some institutional funds actively returning during this cycle, forming buying pressure.

From 09:00 to 09:15 (UTC) on February 26, 2026, ETH achieved a 0.73% return within the short-term trading window, rising to the range of 2053.11 - 2073.92 USDT, with an amplitude of 1.01%. This market movement attracted rapid attention, increased market volatility, and some short-term traders actively adjusted their positions. The main driving force behind this anomaly was the synchronized large-scale buying by a leading platform and on-chain institutional wallets. On-chain monitoring data for that day showed that multiple institutional wallets experienced a net inflow of over 5200 ETH within 10 minutes, significantly higher than recent averages.

Bitmine Immersion Technologies increased its holdings by 51,162 ETH, bringing the total to 4.42 million ETH, accounting for 3.66% of the total supply. The market value is approximately $8.7 billion, making it the publicly listed company with the largest ETH holdings worldwide. Chairman Tom Lee stated that the reason for holding ETH is optimistic about its future potential, and 68.7% of the ETH has been staked, which is expected to generate substantial passive income.

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.

PUMP ecosystem recently saw a large transfer, with 11.2 billion tokens (approximately $21.22 million) moved from the core treasury to an external address, attracting market attention. This move is seen as a phased implementation of the ecosystem partnership plan, aimed at controlling supply and promoting ecosystem expansion. The clear record of the transfer reduces information asymmetry, decreases market selling pressure risk, and future attention should be paid to the release pace and the sustainability of collaborations.

Solana (SOL) has experienced a strong rebound in the past 24 hours, with an increase of over 10%, supported by rising market risk appetite and institutional capital inflows. The recovery in Bitcoin prices has also contributed to the overall crypto market revival. Technical indicators show a positive upward trend for SOL, with key resistance levels at $90, $95, and $100. Analysts expect that if Bitcoin continues to rise, SOL will gain further support.

Bitcoin price rebounds to $68,000 to $70,000. Strategy company faces bearish pressure due to its high leverage coin-hoarding model, becoming the publicly traded company with the highest short-selling ratio in the United States. Despite holding a large amount of Bitcoin, market skepticism about its sustainability has led to a significant decline in its stock price, and the Bitcoin treasury concept within the industry has also cooled down. The future trend will depend on Bitcoin's trajectory and the market's reassessment of its asset allocation.

GD Culture announces the partial sale of 7,500 Bitcoins to fund a $100 million stock buyback, aiming to stabilize the declining stock price. This move marks the company's shift from aggressive digital asset allocation to defensive capital management. The market is focused on the final amount of Bitcoin sold, the speed of the buyback, and the impact of Bitcoin price trends on decision-making, highlighting the importance of digital asset transformation for shareholder returns.

Bitcoin price rebounded due to large-scale short liquidations and positive sentiment from tech stocks, reaching as high as $69,487 and stabilizing around $68,200. Market risk appetite has improved, driven by strong earnings reports from AI companies, leading to a rally in the stock market. Meanwhile, spot Bitcoin ETF fund flows are showing signs of recovery, indicating institutional funds are flowing back in, which supports the Bitcoin market. Overall, in the short term, Bitcoin may remain volatile at high levels, but caution is still advised due to potential fluctuations.

GD Culture's board of directors approved the sale of 7,500 Bitcoins to raise $100 million for a stock buyback, causing the stock price to rise by 24%. Although this decision improved profitability, the company is facing approximately 41% Bitcoin investment losses. Additionally, the major shareholder of another DAT company, Empery Digital, has demanded abandoning the Bitcoin-centric strategy, indicating that the industry is facing severe challenges.

Michael Saylor proposed the concept of "Digital Credit" at the Strategy World 2026 Annual Conference, viewing Bitcoin as the foundational capital of the new financial system. He introduced the perpetual priority security STRC, backed by Bitcoin, aimed at solving investors' growth and yield challenges and promoting institutional adoption of Bitcoin. STRC offers high liquidity, fixed returns, and principal protection, but also faces risks from Bitcoin price volatility. Saylor predicts that the Bitcoin-backed credit market has the potential to reach $50 trillion.

According to BlockBeats, the address associated with Continue Capital holds approximately $20.6 million in U.S. stocks on Hyperliquid, primarily focusing on the AI industry chain. Currently, unrealized gains have increased to $1.33 million, with a return rate of 29%. Major holdings include Nvidia, Micron, and SanDisk.

FG Nexus has sold 7,550 ETH, bringing their total to 21,025 ETH sold amid significant losses estimated at $82.8 million, as the price of ether drops below $2,000. The firm's strategy has shifted from aggressive accumulation to capital preservation.

Gate News Bot Message, February 26 — According to CoinMarketCap data, at the time of press, POWER (Power Protocol) is trading at $0.99, up 33.67% in the past 24 hours. The price reached a high of $1.19 and a low of $0.35. The current market capitalization is approximately $210 million, an increase of $52.9 million from yesterday. ## Recent Important News about POWER: 1️⃣ **Institutional Capital Continues to Flow In, Driving Valuation Up** Bitkraft recently completed a $3 million investment in Power Protocol. The entry of institutional investors provides strong financial backing and market confidence for the project. Such large-scale institutional funding typically indicates recognition of the project's long-term value and attracts more market participants to pay attention to this token.

Recently, activity in the silver market has significantly increased, with contract trading volume reaching $3.112 billion, a 27.30% increase. The Gate platform's open interest exceeds $16.53 million, ranking in the top three globally, offering diversified contract trading and supporting up to 100x leverage.

Bitcoin's recovery to around $70,000 has not alleviated skepticism, as Michael Saylor's company, Strategy, becomes one of the most shorted stocks in the US, with 14% of its market cap bet against it, reflecting investor caution despite recent cryptocurrency gains.

GD Culture Group has decided to liquidate its holdings of 7,500 Bitcoins, with a market value of approximately $510 million, to fund a $100 million share buyback program. The market's valuation of the company at an mNAV below 0.5 makes the liquidation buyback a more certain return for shareholders. This move triggered a roughly 15% increase in the stock price.

ChainCatcher report, according to crypto analyst Trader T monitoring, the US Bitcoin spot ETF has a net inflow of $505.89 million.

As the digital asset market gradually becomes regulated, Anchorage Digital announces the inclusion of MicroStrategy's issued STRC perpetual preferred stock on its balance sheet, enhancing the appeal of digital financial products. STRC is backed by Bitcoin reserves, offering stable returns and attracting numerous institutions such as Fidelity Investments, becoming a stable choice for institutional investors.

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.