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NVIDIA (NVDA)は2026年2月25日に、記録的な第4四半期および2026年度の結果を発表し、ウォール街の予想を大幅に上回りました。同社は四半期の売上高を681億ドルとし、前年同期比で73%の増加を記録しました。これはデータセンターの売上が623億ドルに75%急増したことによるものです。「驚異的な」結果にもかかわらず、株価は予想よりわずかに低い見通しと市場全体の懸念を受けて、翌日には約5.5%下落しました。

2026会計年度第4四半期の財務ハイライト

大規模な構造的変化の中で、ジャック・ドーシーのフィンテック企業ブロック社（スクエアとキャッシュアプリの親会社）は、2026年2月26日に4,000人以上の従業員を解雇することを発表した。これは、従業員の約40%にあたる。

以前の技術のレイオフとは異なり、過剰採用や経済的な後退が原因とされることが多いが、ブロックはこれらの削減の主な理由としてAI駆動の生産性向上を明示的に挙げた。

ブロックAIレイオフの主要な詳細
削減の規模: 会社は約10,205人の従業員から6,000人未満に縮小している。

2026年2月26日現在、オンチェーン調査員のZachXBTは、Axiomの従業員による組織的なインサイダー取引とデータの悪用を主張する重要な報告書を発表しました。この調査は、2025年初頭以来、従業員が内部ツールを利用してプライベートユーザーウォレットを追跡し、非公開の取引情報から利益を得ていたと主張しています。

調査の主な発見
主要な容疑者：報告書では、ニューヨークを拠点とするAxiomのシニアビジネス開発社員、Broox Bauerの名前が特に挙げられています。

The break in the "10 AM dump" pattern today, February 26, 2026, is being widely interpreted as a combination of high-profile legal developments and a significant shift in U.S. institutional flows. Bitcoin has rebounded to approximately $68,100, reversing several days of decline. 

Key Market Interpretations
Traders and analysts are currently weighing three primary drivers for this shift in price action:
The "Jane Street" Lawsuit Effect: Speculation is high that the pattern break is tied to a federal lawsuit filed on February 23, 2026, against the trading firm Jane Street. The suit alleges market manipulation related to the 2022 Terra collapse. Market observers noted that the predictable 10 AM ET sell-offs "magically stopped" immediately after the filing went public, leading to theories that automated "dump" algorithms were paused or disabled.
Surging US-Open Flows: The rebound is heavily supported by a massive return of institutional demand. On February 25, U.S. spot Bitcoin ETFs recorded $506.5 million in net inflows—the highest single-day total in three weeks. BlackRock’s IBIT led this charge with $297.4 million in new capital, signaling a shift from a month-long period of outflows to aggressive "cautious accumulation".
Macro and Tech Support: Broader market sentiment improved following Nvidia’s blowout earnings report on Wednesday evening, which boosted risk appetite across tech-correlated assets. Additionally, a major short squeeze occurred as Bitcoin reclaimed the $66,000–$68,000 zone, forcing the liquidation of over $468 million in bearish positions over the last 24 hours.

Pattern Break vs. Market Structure
While the "Jane Street 10 AM Dump" is a viral narrative, some analysts, including those from K33 Research, argue the volatility at that hour is a routine byproduct of U.S. equity market opens and the release of economic data. They suggest the current rally is driven more by oversold conditions and the absorption of overhead supply by new ETF buyers rather than the disappearance of a single manipulator. 

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#JaneStreet10AMDump #JaneStreet #10AMdump $BTC

On February 25, 2026, the cryptocurrency market experienced a major rebound, with Bitcoin briefly touching the $70,000 mark on Binance before consolidating. This rally triggered massive short liquidations exceeding $468 million within a 24-hour window as major assets like Ethereum and Solana posted double-digit gains. 

Market Summary & News Updates
Bitcoin (BTC) Recovery: After dropping below $63,000 earlier in the week due to inflation fears and new 15% global tariffs signed by U.S. President Trump, BTC surged nearly 9% to reach an intraday high of $70,027.
Ethereum (ETH) Strength: ETH reclaimed the $2,000 psychological level, rising over 13% to trade near $2,100.
Binance Regulatory News: Co-CEO Richard Teng formally demanded a retraction from The Wall Street Journal over what he termed "defamatory and false" claims regarding Binance's compliance program.
Institutional Moves: The Ethereum Foundation shifted its financial strategy by deploying 70,000 ETH into treasury staking to generate organic yield for ecosystem development. 

Binance Trending & Top Gainers
Trading activity on February 25, 2026, was dominated by high-beta altcoins and new margin listings.
Top Gainers (24h):
Polkadot (DOT): Surged over 30% following renewed interest in interoperability.
NEAR Protocol (NEAR): Posted gains between 15% and 25%.
Uniswap (UNI): Jumped 15-20% as a governance vote to expand the "fee switch" gained momentum.
Dogecoin (DOGE): Rose 9.1%, outperforming other top-10 large-cap assets.
Newly Trending:
PIPPIN: Extended gains for a third consecutive day with social engagement up 27%.
STEEM: Derivatives activity spiked, leading to an intraday rise of over 30%.
Binance Margin Updates: New cross-margin pairs were added, including TAO/USD, ADA/USD, DOGE/USD, and PEPE/USD. 

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$BTC $ETH $SOL #UNI #DOGE #Pippin #STEEM TAO PEPE #OnlyCryptos

On February 24, 2026, the cryptocurrency market experienced a significant downturn, with the global market cap falling 3.00% to $2.26 trillion. Bitcoin (BTC) plummeted nearly 6% in 24 hours, dropping below the critical $64,000 support level to reach intraday lows near $62,701. This decline was attributed to macroeconomic bearish factors, including escalating global trade tensions following new U.S. tariff expectations and six consecutive weeks of outflows from U.S. spot Bitcoin ETFs. 

Market Summary (24 Feb 2026)
The market was characterized by high volatility and significant liquidations totaling $585 million, primarily affecting short positions as the sudden drop caught many traders off guard. 
Bitcoin (BTC): Traded between $62,701 and $66,600; priced at $63,135 (-4.11%) by 09:30 AM UTC.
Ethereum (ETH): Broke below the $1,900 support level, trading at $1,824.08 (-3.40%).
Solana (SOL): Traded at $76.56 (-3.24%), facing pressure but maintaining critical support above $75.
Binance Coin (BNB): Priced at $589.16 (-2.20%). 

Binance Trending & Top Gaining Coins
Despite the broader market decline, several tokens showed significant strength on Binance:
ESP/USDT: The top gainer, surging +120%.
STEEM/USDT: Gained +31%.
DEXE/USDT: Up +18%.
AI-Concept Tokens: Tokens like PIPPIN (+21%) and ARC (+14%) showed relative strength as capital rotated into the AI sector. 

Key Market Updates
Institutional Moves: MicroStrategy continued its accumulation strategy, acquiring an additional 592 BTC, bringing its total holdings to 717,722 BTC.
Regulatory News: The Federal Reserve proposed a rule change to enhance banking access for crypto firms, providing a potential long-term tailwind despite short-term price weakness.
Technical Outlook: Analysts noted that while BTC and ETH broke key support levels, the daily RSI for many assets approached "oversold" territory, suggesting a potential relief bounce if major support zones near $62,000 were defended.

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$BTC $ETH $SOL #Pippin #ARC #OnlyCryptos

暗号通貨市場は、2026年2月23日現在、マクロ経済の不確実性と地政学的緊張に主に起因する大幅な下落を経験しています。ビットコイン (BTC) は65,000ドルのマークを下回り、64,443ドル付近で取引されています（4.3%の減少）トランプ大統領の15%のグローバル関税の発表を受けて。総暗号市場の時価総額は約2.3兆ドルに滑り込み、投資家のセンチメントは「極度の恐怖」に留まっています。

市場概要 & パフォーマンス
ビットコイン (BTC): サポートを維持するのに苦労し、2026年2月24日の早い段階で62,980ドルの低値に落ち込みました。短期保有者は約0.48億ドルの損失を実現しています。