2月26日，加密货币市场在经历了一段时期的剧烈震荡后，于本周三展现出强劲的复苏势头。RYOEX认 为，比特币成功重返68500美元上方，不仅抹去了周初跌至63000美元下方的跌幅，更标志着市场极端悲 观情绪的阶段性终结。随着加密恐惧与贪婪指数在整个2月长期处于"极端恐惧"区间，这种超卖状态为 多头反击积蓄了充足的能量，从而引发了覆盖主流代币及关联资产的全面修复行情。 在资金博弈层面，过去24小时内全网杠杆看跌头寸遭强平的金额接近4亿美元，针对这一显著的市场出 清，RYOEX表示，永续合约融资费率此前多次转负，意味着空头头寸过度拥挤，使得市场在价格启动 时极易发生剧烈的空头挤压。值得关注的是，尽管价格涨势显著，但目前比特币永续合约融资费率仍保 持在低位，这反映出本轮上涨并非完全由投机杠杆驱动，而是伴随着真实买盘的介入，市场结构相对健 康。 关联资产的表现同样抢眼，稳定币巨头Circle受业绩推动大涨29%，Coinbase及Strategy等机构重仓标的 亦录得双位数或接近双位数的涨幅。RYOEX认为，Coinbase溢价指数在时隔40天后首次转正，以及美 国现货比特币ETF录得2.577亿美元的单日资金净流入 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场关注美伊谈判，原油波动剧烈，WTI原油一度下挫3%，随后较日低拉升4.9%、最终较昨日尾盘微跌。 亚洲时段，A股分化，沪指微跌，算力硬件集体爆发，人民币升破6.83关口，恒科指大跌近3%，科网股普跌。 要闻 市场概述 英伟达财报强劲未缓解市场担忧，股价大跌近5.5%，拖累美股大盘、AI概念股和芯片板块。 道指微涨，纳指跌近1.2%、几乎回吐昨日所有涨幅，罗素小盘股指数收高0.5%。大型科技股成为拖累美股大盘的主要力量。板块轮动。报道称Anthropic与 美国国防部的关系紧张，软件股强劲反弹、录得三连涨。 各期限美债收益率普遍下跌3至4个基点，10年期美债收益率创去年11月28日以来低点。美元涨0.12%。 加密货币与科技股同步下跌。比特币跌超2%，失守6.8万美元。以太坊下跌3.5%，日内一度跌破2000美元。 现货黄金震荡走高0.4%。现货白银跌1%，纽铜涨0.68%、三连涨。 李嘉诚又卖了！长和系三家公司发布联合公告，宣布出售英国电网业务，套现逾1100亿港元。 海外 押注人工智能，Block裁员近半。 三星存储部门漫天要价，苹 ...

Circle (NYSE: CRCL), the fintech company best known for issuing the USD Coin (CRYPTO: USDC) stablecoin, went public at $31 on June 5, 2025. It now trades at about $87. Circle's stock skyrocketed as the demand for its USD Coin stablecoins rose. USD Coin is directly backed by cash and U.S. Treasuries held by regulated custodians, which sets it apart from other stablecoins that rely on opaque assets to maintain their peg to the U.S. dollar. Will AI create the world's first trillionaire? Our team just released ...

Circle Internet Group (NYSE: CRCL), the crypto firm popular for its USDC stablecoin, reported Q4 2025 earnings on Feb. 25. The firm reported earnings per share (EPS) of $0.43, beating Wall Street estimates of $0.35 by 22.86%. The quarterly revenue stood at $770 million, slightly above the estimated $745 million. USDC on-chain transaction volume in Q4 stood at $11.9 trillion, up 247%. “USDC adoption continued to expand globally as more enterprises, developers, and public institutions integrated digital doll ...

Key Takeaways Circle's Q4 adjusted EPS of 43 cents beat estimates and revenues surged 77% y/y.CRCL's reserve income rose 69% as USDC circulation climbed 72% to $75.3B.Circle's adjusted EBITDA jumped 412%, with margin expanding to 54%.Circle Internet Group (CRCL) reported fourth-quarter 2025 adjusted earnings of 43 cents per share, which beat the Zacks Consensus Estimate of 15 cents.The company reported total revenues and reserve income of $770.2 million, up 77% year over year. The top line beat the Zacks Co ...

"稳定币第一股"Circle最新公布的季度业绩全面超出市场预期，同时其稳定币USDC流通量大增72%，达 到753亿美元。受此提振，当地时间周三，其股价大幅飙升，收盘大涨35.34%、刷新约六周高位，势将 录得自其2025年上市初期以来表现最强劲的交易日之一。 Circle于去年6月上市。随着市场对稳定币（通常与美元1：1挂钩的数字资产）的热情高涨，叠加次月美 国总统特朗普签署稳定币监管法案，其股价一度大幅飙升。 Circle与包括Coinbase在内的分销合作伙伴签署收入分成协议，以推动USDC的采用，Coinbase还向在其 平台持有USDC的用户提供奖励。 市场还关注到Circle近期在生态合作层面的动作。此前Circle与预测市场平台Polymarket宣布合作，后者 将扩大USDC作为核心抵押品与结算资产的使用范围。有观点认为，这类合作有助于提升USDC在链上 交易与支付结算中的"默认地位"，从而进一步巩固Circle的增长曲线。 去年底至今，Circle主要与德意志交易所、Visa、Polymarket等主要平台新增合作，同时2025年10月公测 的Arc链目前也吸引了100+传统金融机构进行测试 ...

Circle Internet Group (CRCL) shares are inching further up on Thursday as investors continue to cheer its strong Q4 print, featuring a more than 400% year-over-year growth in adjusted EBITDA. Still, a senior Seaport Global analyst, Jeff Cantwell, believes this crypto-focused fintech firm will push meaningfully higher from here through the remainder of 2026. Cantwell’s bullish call on Circle stock is particularly significant given it’s already trading up some 75% versus its year-to-date low in early Febru ...

Kraken has unveiled advancements in its xStocks ecosystem, delivering the world’s first regulated tokenized-equity perpetual futures alongside expanded margin capabilities on Kraken Pro. These updates empower eligible non-U.S. traders across more than 110 countries with seamless, around-the-clock access to leveraged exposure on major equities, indices, and commodities—blending traditional finance with crypto-native efficiency.The innovation is the introduction of tokenized equity perpetual futures, built on ...

Bitcoin leads the crypto rebound in the past 2 days. After dipping to $64,758, BTC ripped higher and reclaimed $68,000 in a sharp reversal that squeezed late shorts. The move pushed total crypto market cap up over 4%, catching traders who were leaning bearish off guard. As resistance levels got cleared, forced buybacks fueled the rally. But this was not just random volatility. Under the surface, data tied to major stablecoin flows and infrastructure plays hints that the bounce may have deeper structural ...

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack. GM! Today’s top news: Crypto majors continue rebound rally, jump 4-6%; BTC at $68,200 CRCL stock soars 35% after posting major Q4 amidst stablecoin boom Mr. Beast employee fined and suspended by Kalshi for insider trading Ethereum Foundation publishes updated roadmap highlighting focus thru 2029 ...