Gate Insights and Crypto Market Analysis

Circle Internet Group (NYSE: CRCL) shares briefly surpassed $90 on February 26, 2026, reaching their highest level since November 2025, following a fourth-quarter earnings report that exceeded analyst expectations and sparked divergent analyst commentary.

Solana (SOL) is trading around $88 USD at the time of writing on Friday, after a 11% increase in the previous session and continuing to fluctuate within a consolidation zone that has lasted nearly three weeks. The growth momentum is being clearly reinforced as institutional funds flow strongly into Solana, as evidenced by the volume.

In brief MARA will convert select mining sites into AI-focused campuses. Shares rose as much as 16% before dipping slightly in after-hours trading following the announcement. Analysts say MARA remains a Bitcoin proxy until leases are signed. MARA Holdings, one of the largest publicly tra

Pi Network (PI) tokens recently rebounded to $0.1700, with a monthly increase of over 31%, and have formed a bullish flag pattern, with the price above major technical indicators. The three main catalysts include the upcoming Stellar protocol upgrade, continuous whale accumulation, and potential CEX listing, which could further drive the price higher. Investors should pay attention to changes in trading volume to assess the reliability of the breakout.

KuCoin Pay, a payment solution that allows merchants to grow their businesses by accepting crypto payments with ease, today announced its strategic integration with Zypto App, a DeFi wallet that connects real-world payments to the decentralized finance layer. The integration means the Zypto App

By the end of February 2026, the crypto market is shrouded in a strange "coincidence." Over the past few months, Bitcoin often experienced a precise wave of sell-offs at 10 a.m. Eastern Time, popularly dubbed the "Jane Street 10 a.m. dump strategy." However, just this week, with a lawsuit filed in the U.S. Federal Court in New York, this mechanically precise selling pressure suddenly vanished, and Bitcoin along with a number of altcoins surged. This is not an urban legend but the real turmoil currently faced by Wall Street's top quant giant, Jane Street. As one of the most secretive and profitable trading firms globally, Jane Street has not only been hit with hefty fines last year for allegedly manipulating the Indian derivatives market but is now also entangled in the old case of the 2022 TerraUSD (UST) collapse. Terraform

MARA Holdings (Nasdaq: MARA) reported a fourth-quarter 2025 net loss of $1.7 billion, swinging from net income of $528.3 million in the same period of 2024, primarily driven by a $1.5 billion negative fair value adjustment on its bitcoin holdings as the cryptocurrency declined approximately 30% during the quarter.

Ripple CEO Brad Garlinghouse criticized the current payment system delays during the XRP Community Day event, emphasizing XRP's core role in cross-border finance. He mentioned that the XRP Ledger can settle transactions within seconds, offering a clear advantage over SWIFT's multi-day processing. Ripple is committed to promoting XRP for enterprise settlements, remittances, and DeFi liquidity, aiming to reshape the $150 trillion global payments market. Community members appreciated the emphasis on practical applications, viewing it as key to ongoing development.

Wintermute analysis report shows that retail funds are rapidly flowing into the stock market in 2025, while investments in cryptocurrencies are decreasing, marking a structural shift in the relationship between the two. This trend is driven by the increased attractiveness of the stock market and the reduced volatility of cryptocurrencies, which diminishes their appeal to retail investors. Analysts point out that investors are viewing stocks and cryptocurrencies as interchangeable assets, indicating market maturation and the importance of new retail activities.

Cardano rebounded by 7% after a prolonged decline, supported by rising trading volumes and accumulation by large holders. The token's recovery corresponds with Bitcoin's recent surge, positioning ADA above key support levels, with significant resistance expected between $0.28 and $0.30.

The U.S. House of Representatives has introduced the "Blockchain Development and Innovation Act," aimed at amending Section 1960 of the Code to clarify that decentralized developers who do not hold others' funds will not be considered illegal. This bill interacts complexly with the Cryptocurrency Market Structure Act, and industry stakeholders are concerned about its impact on DeFi legislation. The bill is expected to improve future criminal protections for developers.

Shiba Inu experienced a death cross amid rising selling pressure, dropping to $0.00000590 before a slight rebound. Analysts identify resistance at $0.00000733 and $0.00000968, with the token's movement influenced by overall market sentiment and liquidity.

XRP demand is accelerating on Bitrue as the exchange reports increased institutional participation, driving triple-digit trading growth and sustained inflows, amid ongoing ETF-related investment activity. XRP Buying Frenzy: 212% Surge Overwhelms Sellers on Bitrue Rising institutional demand is

According to reports, PayPal and Stripe or other companies are not engaged in sale negotiations but are preparing defenses against potential aggressive investor actions. Although there are rumors that Stripe might consider acquiring PayPal, sources familiar with the matter emphasize that PayPal currently has no plans to sell, and the acquisition faces financial challenges. The true situation remains to be seen.

A prominent XRP analyst argues that triple-digit prices for the token are not fantasy, but would require a dramatic shift in supply dynamics and sustained institutional demand. In a recent video, Levi Rietveld dissects past XRP rallies, contrasts them with today’s market, and lays out a scenario in

Written by: Liang Yu Edited by: Zhao Yidan Hong Kong Economic Daily, February 25 — Hong Kong Financial Secretary Paul Chan delivered the government’s Fiscal Budget for the 2026-2027 fiscal year in the Legislative Council. The chapter on digital asset development signals a more systematic policy approach: a draft licensing regime for digital asset trading and custody service providers will be submitted within the year, the first batch of fiat-backed stablecoin licenses will be issued next month, the Securities and Futures Commission will further enhance market liquidity and offer more products and services for professional investors, and an accelerator will be established to promote market innovation. On February 26, 2026, Dering Holdings Group Limited issued an announcement that sent ripples through Hong Kong’s digital asset market. The listed company announced that it had received a no-objection letter from the Hong Kong Securities and Futures Commission regarding its RWA tokenization plan.

MetaMask expands its blockchain-based debit card coverage in the United States, obtaining its first license in New York State. Developed in partnership with Mastercard and Baanx, the card will launch a pilot in December 2024 and is already supported at all merchants accepting Mastercard.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Michael Saylor used his Strategy World 2026 keynote on Feb. 25 to argue that Bitcoin-backed “digital credit” is moving beyond Wall Street wrappers and toward programmable distribution on crypto