Blockonomi

TLDR

Block (XYZ) is eliminating approximately 4,000 positions, representing nearly 40% of its total workforce, reducing headcount to around 6,000

Jack Dorsey attributes the decision to artificial intelligence productivity improvements, enabling leaner teams to accomplish more

Shares of Block skyrocketed more than 31% to $96.58 in response to the workforce reduction and quarterly results

Fourth quarter 2025 gross profit reached $2.87 billion, representing 24% year-over-year growth; Cash App sales climbed 33%

Impacted workers will receive 20 weeks base pay, additional weeks based on tenure, six months healthcare continuation, and $5,000 personal support

Jack Dorsey’s fintech company Block is eliminating approximately 4,000 positions — representing nearly 40% of its entire employee base.

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are…

— jack (@jack) February 26, 2026

The organization, which reached approximately 13,000 employees at its 2023 peak, will operate with just under 6,000 workers following these reductions. This brings staffing levels close to its 2019 pre-pandemic footprint of roughly 3,835 employees.

Dorsey revealed the restructuring in a public letter posted to X, linking it directly to advancing artificial intelligence tools being deployed throughout the organization.

“We’re already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working,” he stated.

He explained his preference for swift, decisive action over prolonged cuts spanning months or years, maintaining that successive layoff waves undermine employee morale and organizational trust.

Workers impacted by the cuts will receive compensation including 20 weeks of base salary, an extra week for each year of service, healthcare benefits for six months, company equipment to keep, and $5,000 for personal expenses. Termination notices started being distributed on the same day the announcement was made.

Dorsey forecasts similar moves across the industry. “I don’t think we’re early to this realization. I think most companies are late,” he stated, projecting that the majority of organizations will arrive at similar conclusions within twelve months.

Block’s employee count expanded by 237% from 2019 through 2023, based on Macrotrends figures. This current reduction represents the company’s most substantial workforce cut — significantly larger than the 10% decrease Bloomberg had reported as under consideration earlier this month.

Stock Jumps on Cuts and Strong Earnings

Shares of Block (XYZ) climbed more than 31% to reach $96.58 at the opening bell, rising from the prior closing price of $73.65.

The workforce announcement coincided with the company’s fourth quarter 2025 financial disclosure. Block delivered gross profit of $2.87 billion, marking 24% year-over-year expansion. Cash App recorded 33% year-over-year revenue growth, reaching $1.83 billion.

Investor response was immediate and substantial, although the stock price remains approximately 80% below its pandemic-era high.

Stablecoins Add a Structural Question

While Dorsey’s communication emphasizes AI-driven efficiency, market observers have identified another structural pressure: stablecoin payment infrastructure.

Block developed its primary business around card-based merchant transaction fees, generally ranging from 2% to 3% per transaction. Stablecoin technology can facilitate identical transactions at virtually no cost, creating pressure on that revenue model.

Analysis from Citrini Research highlights that “agentic shopping” — where artificial intelligence systems automatically direct payment flows — may hasten the migration away from traditional card networks altogether.

The GENIUS Act alongside Circle’s public offering have brought stablecoins significantly closer to widespread commercial acceptance, transforming this into a more pressing concern than during Block’s expansion phase.

Not everyone accepts the restructuring as purely strategic. Ben Carlson, director at Ritholtz Wealth Management, commented on X: “Or maybe the stock is down 80% from the highs and they overhired and AI is a convenient excuse.”

Block’s fourth quarter gross profit of $2.87 billion and Cash App’s 33% revenue expansion represent the latest available financial metrics.

The post Block (XYZ) Shares Soar 31% Following Mass Workforce Reduction of 4,000 appeared first on Blockonomi.

Key Takeaways

Justin Drake, an Ethereum researcher, has unveiled “Lean Ethereum,” a comprehensive initiative to enhance quantum resistance while streamlining the network

The initiative encompasses zero-knowledge virtual machines, data availability sampling techniques, and RISC-V infrastructure

Vitalik Buterin presented a distinct strategy addressing four critical quantum attack vectors: validator signatures, data availability systems, wallet security, and zero-knowledge proofs

Buterin’s approach involves transitioning from BLS to hash-based signature schemes and implementing wallet upgrades through EIP-8141

A specialized post-quantum cryptography research division has been established within the Ethereum Foundation

Quantum computing poses a significant long-term security challenge for the Ethereum blockchain. Though current quantum technology cannot compromise Ethereum’s cryptographic systems, developers are proactively preparing defensive measures.

Ethereum Foundation’s Justin Drake has introduced a comprehensive blueprint titled “Lean Ethereum.” This strategy addresses vulnerabilities across three critical infrastructure components: consensus mechanisms, data management, and execution environments.

Drake’s vision includes deploying zero-knowledge virtual machines to fortify the execution layer against quantum attacks. These systems enable on-chain verification while maintaining data privacy through cryptographic concealment.

Another key element involves implementing data availability sampling protocols. This approach validates block integrity by examining randomized data fragments instead of processing complete blocks, thereby optimizing storage efficiency without compromising accuracy.

For the consensus layer, Drake advocates implementing a RISC-V architectural framework. This streamlined instruction set architecture minimizes vulnerability exposure and eliminates potential backdoor entry points.

Ethereum’s technical complexity has drawn ongoing scrutiny from the development community. Drake’s blueprint addresses these concerns by pursuing both simplified architecture and enhanced quantum defenses simultaneously.

Buterin’s Quantum Defense Strategy

Ethereum co-founder Vitalik Buterin independently released his strategic framework via X, identifying four critical vulnerability points susceptible to quantum exploitation.

Now, the quantum resistance roadmap.

Today, four things in Ethereum are quantum-vulnerable:

* consensus-layer BLS signatures
* data availability (KZG commitments+proofs)
* EOA signatures (ECDSA)
* Application-layer ZK proofs (KZG or groth16)

We can tackle these step by step:…

— vitalik.eth (@VitalikButerin) February 26, 2026

Validator signature protocols represent the initial concern. Ethereum’s current BLS signature implementation for block validation requires replacement. Buterin advocates adopting hash-based signature algorithms, offering superior quantum resistance.

Ethereum’s data availability infrastructure utilizing KZG commitments constitutes the second vulnerability. While quantum-resistant alternatives exist, Buterin acknowledges their implementation demands substantial engineering resources and protocol modifications.

Standard wallet signature mechanisms form the third challenge. Contemporary wallets predominantly employ a single signature standard vulnerable to quantum attack. Buterin champions EIP-8141, enabling seamless migration to quantum-resistant signature algorithms through account-level upgrades.

The final vulnerability involves zero-knowledge proof systems powering privacy solutions and layer-2 scaling networks. Quantum-safe proof variants currently impose higher computational verification costs on Ethereum’s base layer.

Buterin identified EIP-8141’s “validation frames” feature as a promising long-term optimization pathway. This innovation aggregates multiple signatures and proofs into unified compressed structures, substantially reducing blockchain verification overhead.

Broader Ecosystem Developments

Vitalik Buterin previously advocated in May for architectural simplification of Ethereum’s technology stack, drawing inspiration from Bitcoin’s minimalist design philosophy. He emphasized how excessive technical complexity introduces security vulnerabilities and inflates research expenditures.

IoTeX’s cryptography director XinXin Fan has independently proposed hash-based zero-knowledge proof implementations designed to quantum-proof the entire network infrastructure while preserving seamless user interaction.

The Ethereum Foundation has recently formed a specialized post-quantum cryptography research unit dedicated to investigating these security challenges before quantum computing reaches practical threat levels.

Buterin published his comprehensive roadmap on February 26, 2026, following the official announcement of the Foundation’s quantum research initiative.

The post Ethereum Core Team Advances Quantum-Proofing Strategy for Blockchain Security appeared first on Blockonomi.

Principais Conclusões

A Supermicro apresentou sua mais recente plataforma de servidor MicroBlade com processadores AMD EPYC 4005, oferecendo até 320 nós dentro de uma configuração de rack 48U.

A nova plataforma permite que organizações implementem diferentes configurações de nós de CPU dentro de uma estrutura unificada, otimizada para infraestrutura de nuvem, computação de borda e aplicações de IA.

A empresa reportou receita do Q2 FY2026 atingindo $12.7 bilhões, representando um aumento de 153% em relação ao ano anterior, que superou tanto as projeções internas quanto as previsões de Wall Street.

TLDR

Analysts identify Meta, Alphabet, Microsoft, Oracle, and Arista Networks as top undervalued AI opportunities for 2026

America’s five largest tech companies plan to invest more than $300 billion annually in capital expenditures, primarily targeting AI infrastructure development

Declining interest rates are positioned to enhance valuations for technology stocks generating substantial free cash flow

Oracle’s cloud infrastructure backlog has climbed beyond $130 billion, with available capacity fully reserved more than 12 months out

Each of the five companies demonstrates attractive forward valuations, projected earnings growth, and solid financial positioning

A quintet of well-established technology leaders is catching the attention of market analysts as undervalued investment opportunities entering 2026, driven by surging artificial intelligence expenditures, declining borrowing costs, and expanding corporate technology investments.

Equity research highlights Meta Platforms [META], Alphabet [GOOGL], Microsoft [MSFT], Oracle [ORCL], and Arista Networks [ANET] as companies whose share prices appear discounted when measured against their earnings potential.

Three converging market forces underpin the investment thesis for these stocks. America’s top five technology corporations have allocated more than $300 billion in aggregate annual capital spending for 2025 and 2026, with the vast majority earmarked for artificial intelligence infrastructure development.

The Federal Reserve initiated a rate-cutting cycle in the final months of 2024. Reduced interest rates historically support higher valuations for growth-oriented equities by enhancing the present value calculation of projected future earnings.

Artificial intelligence adoption is also compelling organizations across diverse sectors to modernize their technology infrastructure. This dynamic is fueling an extended enterprise investment cycle that particularly benefits firms with established client bases and integrated AI capabilities.

Meta Platforms

Meta produces more than $40 billion in annual free cash flow. Yet the company trades at a price-to-earnings multiple comparable to broader market indices, despite earnings per share expansion exceeding 25%.

The company’s Advantage+ advertising platform is capturing an expanding portion of digital marketing expenditures. Meta AI is positioned to rank among the world’s most adopted AI assistants. The firm maintains a debt-free balance sheet on a net basis. With a PEG ratio under 1.0, market watchers characterize it as the most compelling value among mega-cap AI investments.

Alphabet

Alphabet is valued at approximately 19 times forward earnings. Analysts describe this pricing as anomalous for large-capitalization technology given the company maintains roughly $100 billion in net cash reserves while producing over $60 billion in annual free cash flow.

Google Cloud revenue is expanding at rates exceeding 28%, powered by the Gemini artificial intelligence platform. Waymo is simultaneously achieving commercial viability. Market researchers project 30 to 40 percent appreciation potential to reach fair valuation from present price levels.

Microsoft

Microsoft represents what analysts characterize as the more conservative AI infrastructure investment option. The company’s Copilot AI functionality is integrated throughout Office 365 and Azure platforms, establishing significant switching costs that retain enterprise clients.

Trading at 28 times earnings with 20 percent EPS growth and essentially zero net debt, the investment case emphasizes institutional-grade AI market exposure. Copilot deployment is anticipated to gain momentum as additional enterprise contract renewals incorporate AI enhancements.

Oracle

Oracle is characterized as the most significantly undervalued opportunity relative to its earnings transformation trajectory. Oracle Cloud Infrastructure now serves as an AI model training platform, with available capacity reportedly reserved beyond 12 months by major clients.

The firm’s remaining performance obligations backlog exceeds $130 billion, delivering multi-year revenue predictability. Its foundational Oracle Database operation generates more than $25 billion annually in high-margin subscription revenue, financing the cloud infrastructure expansion.

The Infrastructure Play

Arista represents an investment pathway into AI data center construction without direct semiconductor or hyperscale platform exposure. The company’s EOS networking software has become the benchmark for high-performance data center environments, establishing substantial switching costs among enterprise clients.

Arista maintains a net cash position alongside strong free cash flow generation. As AI computing clusters scale upward, networking expenditure per compute dollar also increases proportionally, positioning Arista as a direct beneficiary of expanding AI infrastructure investment.

Analyst commentary emphasizes that all five companies are cash-generative businesses whose competitive positioning is being reinforced rather than undermined by the ongoing AI investment wave. Oracle’s backlog exceeding $130 billion continues to rank among the most frequently referenced metrics supporting the investment thesis.

The post Five AI Stocks Trading Below Fair Value in 2026: Wall Street’s Top Picks appeared first on Blockonomi.

Key Takeaways

Advanced Micro Devices is purchasing $150 million in Nutanix (NTNX) shares at a price of $36.26 each.

An additional $100 million will fund collaborative engineering and marketing initiatives between the companies.

Both firms plan to develop an open, comprehensive AI infrastructure solution targeting agentic AI use cases.

NTNX shares spiked over 20% during premarket hours before closing with a 3.38% increase.

Wall Street analysts believe the partnership enhances Nutanix’s position in AI and potentially increases acquisition interest.

Shares of Nutanix (NTNX) experienced a significant boost Thursday following the disclosure of a substantial collaboration with Advanced Micro Devices (AMD). The strategic alliance encompasses both direct equity participation and shared development funding amounting to $250 million.

Hello, enterprise AI. Today, we’re announcing a new strategic partnership with @Nutanix, focused on accelerating an open, full-stack AI infrastructure platform designed to power Agentic AI applications everywhere. https://t.co/CgzitHWtE3 pic.twitter.com/Gd71pSZOOj

— AMD (@AMD) February 25, 2026

AMD has committed to acquiring $150 million in NTNX shares at a predetermined price of $36.26 per share. This fixed-price transaction represents a direct equity investment rather than an open-market purchase, signaling strong confidence from the semiconductor giant.

Beyond the stock purchase, AMD plans to contribute an additional $100 million toward collaborative engineering initiatives and joint market development activities. The partnership aims to create what both organizations characterize as an “open, full-stack AI infrastructure platform” designed specifically for agentic AI workloads.

NTNX shares initially skyrocketed more than 20% during Thursday’s premarket session. However, once regular trading commenced, the rally moderated to approximately 3.8%, ultimately finishing the day up 3.38%.

Trading activity was substantially elevated. Over 5.4 million shares were exchanged, exceeding the three-month average daily volume of roughly 4.32 million shares.

Despite Thursday’s positive movement, NTNX remains down 22.52% since the beginning of the year and has declined 49.78% over the trailing twelve months. While the day’s advance didn’t reverse these losses, it provided a spark of optimism for shareholders.

Nutanix also delivered Q4 financial results Wednesday evening, surpassing analyst estimates for both earnings and revenue. This strong report provided additional momentum for the AMD partnership announcement.

Wall Street Weighs In

KeyBanc analyst Brandon Nispel reaffirmed an Overweight rating on NTNX while maintaining a $65 price objective. He indicated he “would be buying Nutanix as AMD investment likely sparks renewed enthusiasm” and highlighted the company’s upcoming .NEXT conference in April as a possible catalyst.

RBC Capital Markets analyst Matthew Hedberg noted the AMD collaboration “likely increases Nutanix’s AI relevance” and elevates the company’s visibility as a potential M&A target. He acknowledged that supply-chain challenges are causing extended lead times for certain clients.

AMD’s Active Week

This partnership announcement follows other significant AMD news. Earlier in the week, AMD unveiled a long-term supply agreement with Meta Platforms, which propelled AMD shares up 9% on Tuesday. That Meta arrangement included warrant provisions potentially granting Meta up to a 10% ownership position in AMD.

AMD shares retreated approximately 2% Thursday, partially reversing those earlier gains.

Nutanix President and CCO Tarkan Maner described the collaboration as reflecting “a shared vision for scalable, production-ready AI infrastructure,” emphasizing inference capabilities and agentic applications deployed across hybrid cloud environments.

In related news, Avalon GloboCare (ALBT) also experienced a sharp rally Thursday following its acceptance into the AMD AI Developer Program, demonstrating broader market enthusiasm for AMD-related partnerships.

As trading concluded Thursday, NTNX finished up 3.38%, with KeyBanc’s $65 price target still implying significant upside potential from current trading levels.

The post AMD Invests $250M in Nutanix: NTNX Stock Jumps on Strategic AI Partnership appeared first on Blockonomi.

TLDR

Parents will receive notifications when teenagers conduct multiple searches for suicide or self-harm content within a brief timeframe

The notification system launches next week across the US, UK, Australia, and Canada before expanding to Ireland and additional markets

Alerts can be delivered through email, SMS, WhatsApp, or Instagram’s in-app messaging

The threshold for triggering alerts was developed with input from mental health specialists and remains subject to adjustment

Meta [META] is developing comparable notification features for AI-based conversations scheduled for release later this year

A new parental monitoring capability is coming to Instagram that will alert guardians whenever their teenage users perform repeated searches for content related to suicide or self-harm.

Starting next week, parents will get an alert if their teen repeatedly searches for certain terms related to self-harm or suicide in a short time span. https://t.co/iw8WrBBscO

— CBS News (@CBSNews) February 26, 2026

This notification system represents an expansion of Instagram’s existing parental oversight toolkit. The rollout begins next week across four English-speaking nations: the United States, United Kingdom, Australia, and Canada.

Guardians can choose their preferred notification method from several options: email, text message, WhatsApp, or through Instagram’s native notification system. When parents interact with the alert, they’ll see a detailed full-screen explanation of the search terms their teen entered.

The notification mechanism activates after a teenager conducts multiple searches within a compressed timeframe for keywords associated with suicide or self-injury. Instagram collaborated with its Suicide and Self-Harm Advisory Group to determine appropriate sensitivity levels.

[[LINK_START_0]]Meta[[LINK_END_0]] emphasized its intention to avoid notification fatigue by preventing excessive alerts that might diminish the feature’s effectiveness. The company committed to ongoing monitoring and threshold adjustments based on user feedback and real-world performance.

Instagram currently prevents users from accessing suicide and self-harm content through its search function. When teenagers attempt to search for this material, the platform automatically redirects them to crisis intervention hotlines and mental health support services.

According to Instagram, only a small fraction of teen users attempt to search for this type of content on the platform. The service also actively suppresses related content from appearing in teen feeds, regardless of whether it originates from accounts they follow.

Meta Faces Legal Pressure on Teen Safety

This feature debut arrives while Meta confronts two active legal proceedings centered on child protection across its social media properties. Legal analysts have drawn parallels between these cases and historic tobacco litigation, suggesting social media corporations concealed evidence of youth harm.

Competing platforms such as YouTube, TikTok, and Snap are defending against comparable lawsuits. The legal proceedings examine whether platform architecture and features have contributed to deteriorating mental health outcomes among adolescent users.

AI Notifications Also Planned

Meta announced plans for a parallel alert system covering teenagers’ interactions with artificial intelligence features, though the company hasn’t committed to a specific launch timeline. Current expectations place that capability’s arrival sometime in 2025.

Instagram characterized Thursday’s announcement as its most recent enhancement to Teen Accounts and parental control features. The notification system will reach Ireland and additional international markets before year’s end.

Meta trades under the ticker symbol META on the Nasdaq exchange. The company has declined to provide statements regarding potential financial consequences from the pending litigation.

The post Instagram Launches Parent Notifications for Teen Suicide-Related Searches appeared first on Blockonomi.

Key Takeaways

Shares of Joby Aviation climbed approximately 6–9% following a Q4 2025 earnings beat, with revenue hitting $30.84M against a $16.18M consensus estimate

A live demonstration in Dubai showed how customers will book Joby air taxi flights directly within the Uber application

H.C. Wainwright raised its rating on JOBY to Buy from Neutral with an $18 price objective, pointing to FAA certification momentum

Commercial passenger flights are slated to begin in 2026, launching in the UAE before expanding to early U.S. markets

Following recent capital raises, Joby maintains approximately $2.6B in cash reserves, with 2026 revenue projected at $105M–$115M

Joby Aviation delivered fourth-quarter financial results that exceeded Wall Street expectations on Wednesday, propelling shares higher by as much as 9% during Thursday’s morning session.

$JOBY (Joby Aviation) #earnings are out: pic.twitter.com/urqDYxP8Yu

— The Earnings Correspondent (@earnings_guy) February 25, 2026

The electric vertical takeoff and landing (eVTOL) manufacturer recorded a Q4 2025 loss of $0.14 per share, considerably better than the anticipated loss of $0.23. Top-line performance showed revenue of $30.84 million, substantially outpacing the $16.18 million analyst consensus.

The company’s operating loss reached $207 million for the quarter, exceeding Wall Street’s $148 million forecast. However, market participants focused on the significant revenue outperformance rather than the wider operating deficit.

Shares were changing hands near $10.70 during Thursday’s early session. While the stock has declined 26% year to date, it remains 51% higher compared to twelve months ago, and approximately 100% above levels seen before the 2024 presidential election.

Across the full year, Joby consumed roughly $540 million in cash. Looking ahead to the first six months of 2026, management anticipates cash utilization between $340 million and $370 million, moderately above the Street’s $335 million estimate.

Joby closed Q4 with $1.4 billion in cash and marketable securities, supplemented by an additional $1.2 billion received in February, pushing estimated total liquidity to approximately $2.6 billion.

Live Uber Booking Integration Showcased in Dubai

Earlier Wednesday, Joby and Uber presented a working demonstration of their integrated booking experience. A passenger launches the Uber application, inputs their desired destination, and can select a Joby air taxi when available for that particular route.

The complete journey encompasses ground transportation via Uber Black to the vertiport, the Joby aerial flight, and a final Uber vehicle to the ultimate destination. This marked the first public showcase of the end-to-end customer experience, moving beyond simple aircraft displays.

Joby anticipates launching commercial passenger service in Dubai during the latter part of 2026, subject to local regulatory clearance. Initial U.S. operations will follow upon completion of FAA certification requirements.

FAA Type Certification Nearing Completion

Joby confirmed continued advancement through the fourth and penultimate phase of FAA type certification. Production aircraft designated for mandatory regulatory inspection flights have been completed, and the company has accumulated over 50,000 miles of flight testing data.

Following certification approval, Joby intends to join the U.S. government-sponsored eVTOL Integration Pilot Program, with H.C. Wainwright forecasting participation to commence around mid-2026.

The manufacturer also outlined plans to expand production capacity to four aircraft monthly by 2027, representing a doubling of current output.

Executives characterized 2026 as a pivotal transition year, with organizational emphasis moving from developmental testing toward commercial passenger operations readiness.

H.C. Wainwright elevated JOBY to Buy from Neutral on Thursday morning, establishing an $18 price objective. The stock had retreated approximately 50% from its 52-week peak of $20.95 prior to Thursday’s rally.

Needham maintained its Buy recommendation while reducing its price target to $18 from $22, incorporating revised capital expenditure assumptions. According to TipRanks, the average analyst price target stands at $15.50, with the overall consensus rating at Moderate Sell based on two Hold ratings and one Sell rating.

Joby’s 2026 revenue guidance spans $105 million to $115 million, while Wall Street analysts project revenue surpassing $1 billion by 2029 and the achievement of positive operating profit by 2030.

The post Joby Aviation Shares Surge 9% Following Strong Q4 Results and Uber Integration Announcement appeared first on Blockonomi.

Key Takeaways

BTC fell under $67,000 Thursday amid broader market risk-off sentiment

Spot Bitcoin ETFs in the U.S. saw $506 million in net inflows, marking a two-week peak

BlackRock accumulated approximately 4,309 BTC valued at $289.6 million in a single hour

Close to 20,000 addresses now hold 100 BTC or more, signaling potential strength according to Santiment

Persistent profit-taking continues to cap Bitcoin’s recovery efforts below $70,000

Bitcoin retreated beneath the $67,000 threshold Thursday following a robust Wednesday rally that pushed the cryptocurrency up more than 6%.

Bitcoin (BTC) Price

The decline mirrored broader weakness across Wall Street, where even Nvidia’s impressive earnings report couldn’t prevent a selloff in technology stocks. This risk-averse climate extended to speculative markets, dragging crypto assets lower.

At press time, Bitcoin was changing hands around $66,900, representing a roughly 1.6% decline over 24 hours based on TradingView data.

The previous day’s rally stemmed primarily from dip buyers stepping in after Bitcoin had tumbled nearly 50% from its October record high. A short squeeze intensified the move as bearish traders were forced to cover positions.

Coinglass data revealed that $468.7 million worth of short positions were liquidated within a 24-hour period.

Despite Thursday’s price weakness, institutional appetite strengthened considerably. U.S. spot Bitcoin ETFs registered $506.51 million in aggregate net inflows on February 25, marking the strongest daily performance in two weeks, per SoSoValue data.

ETF Demand Reaches Two-Week High

BlackRock’s IBIT dominated with $297.37 million in net inflows. Fidelity’s FBTC contributed $30.09 million, while Grayscale’s GBTC recorded $102.49 million. Bitwise’s BITB added $39.37 million to the total.

BlackRock keeps adding more $BTC.

In the past hour, #BlackRock received 4,309 $BTC($289.6M).https://t.co/qmuDIrPHc6 pic.twitter.com/ijZHrjhHrA

— Lookonchain (@lookonchain) February 26, 2026

BlackRock executed a substantial direct acquisition on February 26, securing roughly 4,309 BTC worth about $289.6 million in just one hour. The transaction involved transfers from Coinbase Prime hot storage to IBIT custody wallets.

Eric Balchunas, Bloomberg’s ETF analyst, acknowledged the demand spike came at an opportune moment following weeks of persistent outflows, though he cautioned it’s premature to determine whether this signals a durable trend reversal or merely temporary buying interest.

Half a bil into bitcoin ETFs yesterday, biggest day in a while, +$750m over past two days, right as obituaries were being published. They needed it too, like a hitter in a slump going yard. YTD is now under $2b in outflows. Unclear still tho if this is legit start to rebound or… pic.twitter.com/hl6JQuFcyI

— Eric Balchunas (@EricBalchunas) February 26, 2026

Julio Moreno from CryptoQuant observed on X: “Bitcoin spot demand is growing for the first time since late November.”

Large Holder Distribution Suggests Positive Momentum

Analytics platform Santiment highlighted that 19,993 distinct wallets were holding 100 BTC or more as of Thursday, falling just seven addresses short of the 20,000 benchmark.

Bitcoin is about to hit a milestone, surpassing 20,000 wallets with at least 100 $BTC. A wallet with 100 or more Bitcoin is currently worth a minimum of $6.78M, and they're obviously going to be largely owned from very high net worth individuals, funds, long term holders, or… pic.twitter.com/ayzB0fmguC

— Santiment (@santimentfeed) February 26, 2026

Santiment characterized this development as indicating “less extreme consolidation,” suggesting Bitcoin is spreading among a broader base of significant holders rather than remaining concentrated with a limited cohort.

Nevertheless, Santiment pointed out that the aggregate supply percentage held by this category remains stable, indicating some veteran holders continue distributing. “This is why prices have stayed suppressed,” the analytics firm explained.

On-chain analytics provider Glassnode observed that profit-taking activity has prevented each attempted rally below $70,000 throughout February.

The Coinmarketcap fear and greed index registered “extreme fear” as of Thursday, holding steady from earlier in the week.

Bitcoin has declined approximately 24.59% over the past 30 days and remains roughly 47% below its October all-time high.

The post BlackRock Purchases $289M in Bitcoin as ETF Inflows Reach Highest Level in Two Weeks appeared first on Blockonomi.

Key Takeaways

XRP’s sentiment ratio reached 2.35, marking a five-week peak, while Bitcoin and Ethereum languish in bearish zones

Over 40 straight days of XRP ETF inflows have accumulated approximately $150 million since the start of the year

SBI Holdings in Japan issued a $65 million XRP-denominated bond, and Aviva Investors is preparing to tokenize funds on XRP Ledger

Despite positive signals, XRP remains stuck near $1.40, trading beneath both 50-day and 200-day moving averages with resistance at $1.51 and $1.60

The market-wide Fear & Greed Index plunged to 9—its lowest point since FTX’s implosion—even as XRP sentiment improves

The sentiment ratio for XRP surged to 2.35 during the current week, representing its strongest level in over a month, per analytics from Santiment.

Crypto markets have struggled to maintain momentum, and social data indicates there are far less bullish comments toward Bitcoin and Ethereum compared to last week. Meanwhile, XRP is at a 5-week high in bullishness, likely due to recent partnership expansion announcements. pic.twitter.com/TYyqY5bjb0

— Santiment (@santimentfeed) February 18, 2026

By comparison, Bitcoin’s sentiment ratio stands at merely 1.05, while Ethereum registers 1.4. Both remain mired in neutral-to-bearish zones. XRP stands alone among major cryptocurrencies with a clear trend toward bullish sentiment.

This growing confidence stems from several tangible developments.

SBI Holdings in Japan recently introduced a $65 million blockchain-based bond that distributes returns in XRP. This marks the first retail-focused bond of this nature within a regulated jurisdiction.

XRP Price

Aviva Investors, overseeing more than $275 billion in assets, revealed intentions to tokenize investment funds using the XRP Ledger infrastructure.

Ripple’s CEO Brad Garlinghouse was also appointed to the CFTC’s Digital Asset Innovation Advisory Committee.

Three European financial institutions controlling a combined $3.4 trillion in assets integrated Ripple’s technology stack during February. Ripple has deployed nearly $3 billion in strategic acquisitions to expand its custody, brokerage, and treasury capabilities.

Strong ETF Momentum Persists Through Price Weakness

XRP exchange-traded funds recorded more than 40 straight sessions of positive inflows before a recent interruption, accumulating approximately $150 million year-to-date. During this same timeframe, Bitcoin and Ethereum products experienced net outflows.

Yesterday saw a total net inflow of $1.2163M into $XRP spot ETFs.

Canary $XRP ETF (XRPC) led with $745.7K pic.twitter.com/OOISKvllZa

— Xaif Crypto| (@Xaif_Crypto) February 27, 2026

The Bitwise XRP ETF alone absorbed $3.04 million in fresh capital on February 25, pushing its total assets under management to $255.98 million.

This institutional interest persisted even while XRP-USD hovered around $1.45 following a three-month decline of approximately 35%.

Technical Barriers Remain Intact

Despite encouraging fundamentals, XRP’s market price remains unresponsive. The token continues trading in the $1.40 vicinity, positioned below both its 50-day and 200-day moving averages.

$XRP's measured move target above $15 goes unchanged!

The breakout that took place in late 2024 hints at another 10X (>900% Increase) being possible to those price levels… pic.twitter.com/dbuZFcVCvj

— JAVONMARKS (@JavonTM1) February 25, 2026

Sellers have consistently rejected rallies at the $1.51 and $1.60 thresholds. Near-term resistance exists at $1.41 and $1.42, while support maintains around $1.38.

Should XRP fall beneath $1.38, the subsequent support zones appear near $1.34 and $1.31.

The comprehensive Fear & Greed Index tumbled to 9 this week, matching its weakest reading since the FTX debacle. Bitcoin trades near $65,000 following $3.8 billion in ETF outflows across five weeks.

Historically, XRP has demonstrated moves approximately 1.8 times larger than Bitcoin’s during risk-off environments. On February 5, Bitcoin declined 8% while XRP plummeted 15%.

The Bitwise XRP ETF’s 1-day technical indicator currently displays a Strong Sell signal, despite ongoing institutional accumulation.

XRP maintains a position above the 100-hourly Simple Moving Average, with buyers defending the $1.38 support level as of February 27.

The post XRP Gains Institutional Momentum and Whale Support While Price Remains Stagnant appeared first on Blockonomi.

Resumo:

O UNI subiu cerca de 15% em 24 horas, superando os ganhos de 4,7% do Bitcoin e 8,5% do Ether durante o mesmo período.

A proposta de governança visa oito cadeias adicionais e automatizaria a coleta de taxas em todas as novas pools de liquidez v3.

A receita anualizada nova estimada de $27 milhões se somaria aos $34 milhões já gerados através das queimas de UNI.

A Uniswap registrou $3.12 milhões em lucro bruto no Q1 2026, em comparação com efetivamente zero em todos os períodos de relatórios anteriores.

Um voto de governança da Uniswap para ampliar seu mecanismo de troca de taxas fez o UNI subir cerca de 15% em 24 horas.

TLDR:

ETHZilla se rebranding como Forum Markets e começa a negociar sob o ticker Nasdaq FRMM a partir de 2 de março de 2026.

As ações caíram aproximadamente 96% de seu pico em agosto de 2025, apesar de um ganho de 13,3% em um único dia após a notícia da rebranding.

O Founders Fund de Peter Thiel saiu de sua participação de 7,5% no quarto trimestre de 2025 à medida que a estratégia de tesouraria Ethereum da ETHZilla se desmoronou.

Forum Markets muda o foco para ativos do mundo real tokenizados e regulamentados, afastando-se da exposição a cripto de ativo único.

ETHZilla está se afastando de sua estratégia de balanço pesado em cripto após um colapso dramático no preço das ações. A empresa anunciou uma rebranding completa para Forum Markets, com a negociação prevista para começar sob o ticker Nasdaq “FRMM” em 2 de março.

TLDR

Flare e Xaman introduziram um sistema de um clique que permite aos detentores de XRP acessar DeFi diretamente de suas carteiras existentes.

A integração visa mais de 2 bilhões de tokens XRP que permanecem inativos em carteiras e fora das finanças descentralizadas.

O novo processo elimina a necessidade de carteiras separadas, tokens de gás e etapas complexas de ponte.

FAssets cria uma versão embrulhada de XRP no Flare que interage com contratos inteligentes.

Contas Inteligentes Flare permitem que os usuários autorizem transações usando suas credenciais XRPL atuais.

TLDR

As ações da Circle dispararam quase 50% em duas sessões após a empresa reportar os resultados do quarto trimestre.

Analistas disseram que um short squeeze impulsionou a alta em vez de uma mudança nos fundamentos da empresa.

Os fundos de hedge haviam construído grandes posições vendidas antes da divulgação dos resultados, o que levou a uma rápida cobertura de posições vendidas.

A circulação de USDC subiu 72% ano a ano para $75.3 bilhões durante o trimestre.

A Circle reportou uma perda líquida de $70 milhões para 2024 em comparação com um lucro líquido no ano anterior.

As ações da Circle dispararam quase 50% em duas sessões após a empresa divulgar os resultados do quarto trimestre na quarta-feira. A alta seguiu uma queda de 80% em relação aos recordes alcançados no ano passado e reverteu perdas recentes. Analistas disseram que a cobertura de posições vendidas, em vez de fundamentos melhorados, impulsionou a maior parte do avanço.

TLDR

O Telegram introduziu recursos de rendimento no aplicativo para Bitcoin, Ether e USDt através da TON Wallet.

Os usuários podem manter, enviar e ganhar cripto sem sair da interface de bate-papo do Telegram.

Os cofres operam em infraestrutura DeFi alimentada pela Morpho TAC e Re7.

O Telegram permite que os usuários mantenham controle total sobre seus fundos por meio da auto-custódia.

Os cofres USDt oferecem estratégias de ganhos denominadas em dólar com diferentes níveis de risco.

O Telegram introduziu recursos de rendimento para as principais criptomoedas dentro de seu aplicativo de mensagens. A atualização permite que os usuários ganhem retornos em Bitcoin, Ether e USDt sem sair dos bate-papos. A empresa integrou as ferramentas em sua TON Wallet auto-custodial para simplificar o acesso às finanças descentralizadas.

TLDR

Michael Saylor insinuou mais compras de Bitcoin enquanto o ativo era negociado perto de $67000.

A estratégia atualmente possui 718722 BTC avaliados em cerca de $48 bilhões.

A empresa comprou seu Bitcoin a um preço médio de cerca de $76000.

A estratégia enfrenta uma perda não realizada de cerca de 12% em suas participações.

Saylor disse que o Bitcoin permite que $1 bilhão se mova globalmente com facilidade.

O Bitcoin foi negociado perto de $67.000, enquanto Michael Saylor sinalizava uma acumulação contínua por meio de uma nova postagem nas redes sociais. Ele compartilhou uma imagem mostrando-se carregando uma grande bolsa laranja coberta com logotipos do Bitcoin. Ele acrescentou a legenda: “Talvez eu precise de uma maior,” e insinuou mais compras.

TLDR

Sam Bankman-Fried endossou publicamente o Clarity Act enquanto cumpria uma sentença de 25 anos de prisão.

Senadores republicanos e democratas rejeitaram seu apoio à legislação sobre criptomoedas.

A senadora Cynthia Lummis disse que seu projeto difere da proposta apoiada por Bankman-Fried em 2022.

A senadora Elizabeth Warren disse que seu endosse deve levantar preocupações sobre a legislação.

O Senado continua a debater a estrutura do mercado de criptomoedas e as regras de supervisão de stablecoins.

O ex-CEO da FTX, Sam Bankman-Fried, apoiou publicamente o Clarity Act enquanto cumpria uma sentença de 25 anos de prisão. Legisladores de ambos os partidos rejeitaram seu apoio e questionaram suas motivações. Seus comentários chegam enquanto o Senado continua a trabalhar em uma legislação mais ampla sobre criptomoedas.

Resumo

Morph suportará USDC nativo emitido diretamente pelas entidades regulamentadas da Circle em sua rede.

Morph integrará o Protocolo de Transferência entre Cadeias da Circle para permitir transferências de USDC por meio de queima e emissão.

A integração elimina a dependência de versões envolvidas de USDC criadas por pontes de terceiros.

O CCTP V2 da Circle servirá como padrão para o movimento de USDC entre cadeias na Morph.

A Morph lançou um Acelerador de Pagamentos de $150 milhões para apoiar empresas de pagamentos em cadeia.

A Morph passou a suportar USDC e o Protocolo de Transferência entre Cadeias da Circle em sua rede. A integração se concentra na liquidação padronizada em dólares para sistemas de pagamento em cadeia. A rede confirmou que emitirá USDC nativo através das entidades regulamentadas da Circle.

Resumo

Vitalik Buterin apresentou um roadmap para proteger o Ethereum dos futuros riscos da computação quântica.

Ele identificou assinaturas de validadores, disponibilidade de dados, assinaturas de carteiras e provas de conhecimento zero como áreas de risco chave.

Buterin propôs substituir assinaturas de validadores BLS por assinaturas baseadas em hash para melhorar a resistência quântica.

Ele disse que o Ethereum pode substituir compromissos KZG por alternativas seguras contra quântica através de atualizações de protocolo.

A atualização planejada EIP-8141 permitiria que carteiras adotassem novos esquemas de assinatura no futuro.

TLDR

As ações da Nvidia caíram até 5% nas negociações iniciais em 26 de fevereiro, apesar dos fortes resultados do quarto trimestre.

A empresa reportou uma receita fiscal do Q4 de $68,1 bilhões, marcando um aumento de 73% ano a ano.

A receita do Data Center atingiu $62,3 bilhões, impulsionada pela demanda contínua por chips avançados.

Os ganhos por ação não-GAAP subiram para $1,62, refletindo um aumento anual de 82%.

A receita de Gaming e Automotivo ficou abaixo das expectativas dos analistas durante o trimestre.

As ações da Nvidia (NVDA) caíram nas negociações iniciais em 26 de fevereiro, apesar dos fortes resultados trimestrais. As ações caíram até 5% após a empresa divulgar seus ganhos fiscais do quarto trimestre. Os traders mudaram o foco do crescimento de manchete para a durabilidade da demanda e tendências de gastos de capital.

Resumo

MetaMask e Mastercard lançaram um cartão de débito cripto para usuários em todo os Estados Unidos.

O cartão permite que os usuários gastem ativos digitais diretamente de suas carteiras MetaMask sem conversão manual.

A Consensys desenvolveu o cartão em parceria com a Mastercard após um piloto no Reino Unido e na União Europeia.

O nível do Cartão Metal custa $199 por ano e oferece até 3% de cashback em gastos elegíveis.

Os portadores de cartões padrão podem ganhar até 1% de cashback em compras feitas através do programa.