Bitcoin Is Trading Like a Tech Stock Again

Bitcoin is trading like a tech stock, US regulators are circling Binance again, and spot Bitcoin ETFs just flipped back to net inflows. That mix directly impacts how you position around macro catalysts, regulatory headlines, and institutional money flows.

If you want to understand where real support might form—and where risk could accelerate—this is what you focus on today.

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Market-Moving News

Three pressure points are shaping your week. Bitcoin is moving with equities ahead of Nvidia earnings, a Senate probe is putting Binance back under the regulatory microscope, and ETFs are showing early signs of renewed demand.

Short term, that means headline-driven volatility and fast shifts in sentiment. Longer term, it tells you that macro liquidity, compliance scrutiny, and institutional allocation are the levers that will likely define your next major move.

Markets

Bitcoin Ticks Higher as Risk Sentiment Improves

Bitcoin briefly climbed from around $64,000 to $66,000 ahead of President Donald Trump's State of the Union address before easing back near $65,500. The move came as Asian equities advanced and traders positioned around Nvidia's highly anticipated earnings.

The bounce reflected a broader risk-on tone rather than a direct reaction to Trump's speech. Relief from last week's tariff and legal volatility also helped stabilize sentiment.

Risk-On Positioning Around Nvidia

Market participants pointed to positioning ahead of Nvidia's earnings as the primary catalyst. Equity strength in the Nasdaq 100, led by major tech names, reinforced the correlation between Bitcoin and traditional risk assets.

Trump used the address to highlight falling inflation, tariff revenue, and stock market gains. However, traders suggested that forward-looking catalysts mattered more than political messaging.

Tariffs, Volatility, and Correlation

The speech included renewed support for tariffs despite a recent Supreme Court ruling limiting executive authority. That backdrop keeps macro policy uncertainty in play, even if markets chose to focus on earnings momentum.

Bitcoin's price action suggests it remains tightly linked to broader liquidity cycles. As long as global equities react to earnings and macro headlines, you should expect Bitcoin to move with them.

Take: You are watching Bitcoin trade like a high-beta tech asset, not a detached alternative system. If Nvidia's earnings surprise in either direction, expect crypto to follow, so position with macro sensitivity in mind rather than assuming political speeches will drive price.

Regulation

US Senator Opens Probe Into Binance

US Senator Richard Blumenthal has launched a Senate inquiry into Binance over allegations that $1.7 billion flowed from the exchange to Iran-linked entities. The probe follows media reports claiming internal investigators flagged the transfers before being dismissed.

Binance has denied the allegations, stating it maintains strict know-your-customer and compliance controls and has no Iranian users. The exchange also rejected claims that investigators were fired for raising concerns.

Records Requested and Internal Review

Blumenthal requested records related to two Hong Kong entities allegedly tied to the transfers, including Blessed Trust, a Binance vendor. Binance reportedly severed ties with Blessed Trust in January.

The Senator also asked for documentation regarding the suspension or dismissal of compliance staff. Binance says it is conducting an internal review and plans to submit a full report to the US Justice Department.

This development follows Binance founder Changpeng Zhao's prior guilty plea in 2023 over anti-money-laundering violations and sanctions breaches. The company paid $4.3 billion in penalties and exited the US market.

Take: Regulatory scrutiny around major exchanges is not fading, even in a more crypto-friendly political climate.

If investigations escalate, expect short-term volatility in exchange-linked tokens and sentiment, but also remember that clearer compliance outcomes can ultimately strengthen the industry's institutional credibility.

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ETFs

Bitcoin ETFs Turn Green as Inflows Return

US spot Bitcoin ETFs recorded $257.7 million in inflows on Tuesday, the strongest daily total since early February. The reversal followed five consecutive weeks of net outflows totaling $3.8 billion.

The inflows coincided with Bitcoin's rebound toward $65,000, snapping a streak of daily redemptions. Weekly flows have now shifted back into positive territory.

Institutional Selling in Q4

Fidelity's FBTC led with roughly $83 million in inflows, followed closely by BlackRock's IBIT with $79 million. Cumulative net flows remain above $54 billion despite recent drawdowns.

Bloomberg ETF analyst James Seyffart reported that institutional investors sold around 25,000 Bitcoin in Q4 2025. Even so, institutions still hold approximately 311,700 Bitcoin.

Total assets under management in US spot Bitcoin ETFs have declined 30.5% this year, falling from about $117 billion to $81.3 billion. Meanwhile, analysts estimate that roughly 45% of Bitcoin's circulating supply is currently underwater.

Take: You are seeing early signs that institutional flows can stabilize quickly when the price recovers, even after heavy selling. If inflows persist alongside improving sentiment, ETFs could become a near-term support layer—but if macro weakens again, those same vehicles can accelerate downside just as fast.

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Future Forward

By the time a token is trending on your feed, the easy positioning is usually gone. The smarter moves often start months earlier—inside conference halls, beta dashboards, and Discords with 2,000 people instead of 200,000.

Crypto conferences are not vacations with badges. They are signal-detection labs where you can see which teams ship on time, which ecosystems attract real builders, and which narratives quietly gain traction before price reacts.

Airdrops rarely reward spectators. They reward the wallets that bridged early, tested clunky interfaces, filed feedback, and kept interacting when incentives were small and hype was nonexistent.

Token launches compress truth into 24 hours. You instantly see whether liquidity sticks, whether buyers defend levels, and whether demand is structural—or just chasing the first green candle.

Crypto Conferences:

💎 3rd Fintech Week and Expo 2026 (Feb 26, 2026)

💎 Forum for Digital Assets 2026 (Feb 26, 2026)

💎 FINOPITCH 2026 (Feb 26, 2026)

Upcoming Airdrops:

🎁 Tradoor (TRADOOR) Airdrop (Feb 2026)

🎁 Stargaze (STARS) Airdrop (Mar 17, 2026)

🎁 SoSoValue (SOSO) Airdrop (May 2026)

Upcoming Token Launches:

🚀 Glunity (GLUN) TGE and Distribution (Mar 4, 2026)

🚀 Mezo TGE and Distribution (Q1 2026)

🚀 EarnBIT (EBT) TGE and Distribution (Q2 2026)

Which event are you most excited for? Let us know!

Crypto Know-How: What Are Tokenized Bonds?

A tokenized bond is simply a traditional bond issued and settled on a blockchain instead of through legacy financial plumbing. You are still lending money to a government or company—but the ownership record lives on-chain.

Instead of paperwork and slow settlement cycles, tokenized bonds can be issued, traded, and settled digitally. That can reduce friction, cut costs, and potentially open access to a broader range of investors.

For institutions, tokenization can streamline post-trade processes and improve transparency. For you, it could eventually mean easier access to fixed-income exposure without relying entirely on traditional brokers.

This is not about replacing bonds overnight. It is about upgrading the infrastructure underneath them—quietly moving parts of global finance onto rails that settle faster, track ownership more clearly, and integrate more naturally with digital assets.

Everything Else

• The Hash Ribbon indicator is nearing a recovery signal after one of the longest miner capitulations on record, and with Bitcoin trading below its estimated production cost for the first time since November 2022, history suggests you may be looking at a late-stage bottoming zone rather than the start of a fresh collapse.

• Meta is reportedly preparing a stablecoin comeback through a third-party payments partner later this year, which could open crypto rails to its 3 billion-plus users and dramatically expand real-world stablecoin adoption if regulators stay cooperative.

• South Korea is drafting rules that would force crypto and stock influencers to disclose their holdings and paid promotions, signaling that if you rely on online "finfluencers," more transparency—and potentially fewer pump narratives—may soon reshape that landscape.

• Hong Kong plans to launch a digital asset platform for tokenized bond issuance and settlement while advancing stablecoin licensing and global reporting standards, reinforcing its push to become a regulated hub where tokenization moves from pilot projects into core financial infrastructure.

• US authorities seized $61 million in USDT tied to a pig butchering scam, highlighting that stablecoin flows are traceable and increasingly frozen in fraud cases, which should remind you that compliance is strengthening even as AI-driven scams grow more sophisticated.