According to a report by 10x Research on the X platform, Circle (CRCL) stock has bucked the market trend and risen over the past week, closing above its 7-day and 30-day moving averages. At the institutional level, Cathie Wood's ARK Invest increased its holdings of CRCL by 218,000 shares during the market correction, indicating improved institutional confidence. Furthermore, Circle has entered into a strategic partnership with Polymarket, which will use native USDC as its primary settlement asset, further expanding the use of USDC in prediction markets. Analysts believe that the GENIUS Act framework could drive digital dollar reserves to flow more directly into the US Treasury market, and Circle may be a major beneficiary of this trend.

According to Odaily Planet Daily, the DFINITY Foundation stated in an article published on the X platform that the economic model of Internet Computers is changing. In the old model, node providers were only paid for running nodes; in the new model, 80% of the cloud engine's revenue will be allocated to the nodes that provide power, and 20% will be used to destroy ICPs (Internet Content Providers). Currently, the Node Provider Association has begun marketing the cloud engine to businesses across Europe.

According to Odaily Planet Daily, Nasdaq-listed Bitcoin mining company Bitdeer released its latest Bitcoin holdings data on the X platform. This week, its Bitcoin mining output was 189.8 BTC, but it also sold 189.8 BTC during the same period, resulting in a net increase of 0 BTC in its Bitcoin holdings. As of February 20, its Bitcoin holdings remained at approximately 943.1 BTC.

According to VanEck's Bitcoin On-Chain Report released in mid-February 2026, the price of Bitcoin has fallen by approximately 29% over the past 30 days, with the NUPL indicator approaching the "anxiety zone" and briefly entering the "fear zone." Meanwhile, the size of open interest has fallen back to levels not seen since September 2024, indicating some release of leverage risk. The report shows that the current sell-off is mainly driven by medium-term holders of 1 to 5 years, but the distribution rate among those holding more than 1 year has slowed significantly in the past month. Furthermore, miner profit margins are under pressure, with the network hashrate decreasing by approximately 14% over the past 90 days. VanEck points out that historically, hashrate contraction phases have often been accompanied by improved returns.

Huoxun Finance News, February 21 – According to Businesswire, Nasdaq-listed Bitcoin treasury company Nakamoto announced the completion of its previously disclosed acquisition of BTC Inc. and UTXO Management GP, LLC, with customary closing conditions satisfied. Following the transaction, the two companies become wholly owned subsidiaries of Nakamoto. Nakamoto stated that it now has a comprehensive business portfolio covering Bitcoin-native enterprises, encompassing media and information, finance and asset management, and consulting services. The transaction consideration was paid entirely in the form of Nakamoto common stock and put options. On a fully diluted basis, holders of BTC Inc. and UTXO securities received a total of 364,795,104 Nakamoto common shares, valued at approximately $81.63 million (based on the closing price of $0.248 on February 19, 2026, after deducting the put option exercise price). Based on preliminary unaudited data for the 12 months ended September 30, 2025, the two companies combined (excluding inside transactions) achieved approximately US$80.5 million in revenue, US$34.2 million in EBITDA and US$40.1 million in net income.