Crypto World
Tokenized U.S. Treasuries Rise Over $1B Since 2026 Began
Across the on-chain securitization landscape, tokenized US Treasuries are gaining traction as a growing liquidity layer for traditional debt markets. The market for tokenized U.S. government securities has climbed by more than $1 billion since the start of 2026, even as macroeconomic headwinds persist and concerns about rising national debt linger. By the time of writing, the total value of tokenized Treasuries hovered around $10.8 billion, up from roughly $8.9 billion on January 1, according to data tracked by RWA.xyz. The move reflects a broader push toward on-chain representations of real-world assets, catalyzed by institutional participation and new infrastructure that aims to streamline on-chain settlement and custody for government debt.
The tokenized US Treasury market is framed as a real-world asset (RWA) on the blockchain, where each token represents a claim on a pro-rata slice of underlying government securities. This model promises faster settlement, programmable features, and easier cross-border access for investors who want exposure to highly liquid, benchmark-grade debt. The growth is not only about the asset class itself; it signals a sea change in how traditional fixed income can be accessed through digital rails. In a space characterized by volatility, the demand for ultra-liquid, widely recognized collateral has brought a new degree of stability to the on-chain finance ecosystem. In parallel, data from Token Terminal shows the market’s ascent accelerating, with the asset class described as having surged 50x since 2024, underscoring the scale of uptake among on-chain market participants.
Notably, the march of tokenized Treasuries has been bolstered by significant, real-world institutional backing. March 2024 marked the debut of BlackRock’s USD Institutional Digital Liquidity Fund, commonly referred to as BUIDL, a vehicle designed to bring high-grade liquidity into the digital-asset domain. As of now, BUIDL has extended its footprint to a market cap exceeding $1.2 billion, illustrating how traditional asset managers are applying digital liquidity concepts to convert cash-like assets into tokenized forms that can reside on-chain while preserving regulatory guardrails and oversight. That development highlights the growing willingness of large asset managers to participate in tokenized markets, even as broader crypto markets faced a downturn in late 2025 and early 2026.
Infrastructure and policy developments have kept pace with these market dynamics. In December 2025, the Depository Trust & Clearing Corporation (DTCC), the leading clearinghouse network for global markets, announced plans to launch an asset-tokenization service beginning with US Treasuries. The initiative, described as a Canton-based effort, aims to tokenize a broad spectrum of assets over time, with the first focus on Treasurys. DTCC’s leadership indicated that the service would eventually extend to exchange-traded funds (ETFs) and equities, signaling a broader push to bring regulated, on-chain settlement and post-trade processing to a wider array of asset classes. The DTCC footprint is substantial: the firm settled hundreds of trillions in value across its networks in 2024, underscoring the potential leverage such a platform could wield in terms of liquidity and risk management for tokenized assets.
Beyond the tokenization service, the macro environment remains a factor shaping demand for tokenized government debt. The tokenized Treasuries narrative has persisted even as the crypto market faced a broad downturn that began in October 2025. Observers point to macro uncertainty, rising US debt levels, and a cautious risk sentiment as a backdrop for the adoption of tokenized RWAs. The World Uncertainty Index, tracked by the Federal Reserve Bank of St. Louis, remained elevated through 2025, signaling a demand for liquid, highly credit-rated collateral that can function as a reliable settlement layer in volatile conditions. In this context, tokenized Treasuries—backed by the same cash-like liquidity that underpins traditional money markets—offer an appealing on-chain alternative for institutions seeking efficient liquidity and programmable exposure with robust risk controls.
Industry participants argue that tokenization could unlock new revenue streams for the networks and platforms that mint these assets. By enabling the on-chain representation of US government debt, the market opens opportunities for liquidity providers, market makers, and custody rails to monetize settlement and settlement-related services in a regulated, tokenized framework. Proponents also point to a broader trend where traditional finance is exploring Layer-2 and sidechain solutions to tokenize trillions in RWAs, a narrative that has gained traction in industry discussions and related reporting. While the pace of adoption may vary by jurisdiction and regulatory posture, the underlying demand for asset-backed tokens with deep liquidity remains palpable, potentially shaping how institutions think about cash equivalents in a digital era.
The Depository Trust and Clearing Corporation to launch US Treasury tokenization service
DTCC’s decision to initiate asset tokenization on the Canton network marks a pivotal step in bridging regulated markets with blockchain-enabled post-trade workflows. The project, announced in December 2025, intends to tokenize US Treasuries first, leveraging the Canton pilot to test settlement, custody, and compliance controls in a tokenized environment. While the immediate focus is Treasuries, DTCC’s leadership has signaled that the platform will broaden to a wider range of asset classes, potentially including ETFs and equities as part of a phased expansion plan. This move aligns with a broader industry push to bring regulated, on-chain settlement capabilities to traditional asset classes, reducing settlement risk and enabling programmable liquidity features for high-quality collateral.
DTCC’s scale and reach—settling trillions in transactions across its networks—underscore the potential for tokenization to affect the entire market infrastructure. The firm’s ecosystem is designed to support complex multi-party processes, and the Canton-based exchange of tokenized assets could similarly improve efficiency, transparency, and risk management for on-chain representations of debt and other financial instruments. As tokenized Treasuries begin to circulate on Canton and related rails, observers will be watching for interoperability standards, custody guarantees, and regulatory alignment that will determine how quickly tokenized assets gain broader adoption across institutions and asset managers.
US Treasuries have long been the backbone of global and corporate finance due to their liquidity and accessibility. With tokenization, the traditional cash-like role of short-dated Treasuries could gain an additional dimension—programmable features, automated redemption and settlement workflows, and potential yield enhancements through structured products built atop tokenized debt. Yet as with any regulatory-adjacent innovation, the path to scale hinges on clear guidance, standardized protocols, and robust risk controls that can reassure both market participants and policymakers alike. Still, the momentum around tokenized RWAs—driven by market data, institutional participation, and infrastructure bets—suggests that the coming years could witness a more visible integration of on-chain representations into mainstream fixed-income trading and settlement.
Why it matters
For investors, tokenized Treasuries offer a familiar, highly liquid exposure channel that can be integrated into digital portfolios with programmable features and potential cost efficiencies in settlement. The on-chain representation of US government debt could enable new liquidity strategies, cross-border access, and more seamless movement of capital between traditional and crypto-native ecosystems.
For networks and platforms, the scale of the market cap growth signals an opportunity to monetize settlement and custody services, while supporting risk-managed access to high-grade collateral. The DTCC’s tokenization initiative illustrates how regulated infrastructure can serve as a bridge between conventional markets and blockchain-based mechanics, potentially driving further adoption across asset classes beyond Treasuries.
From a policy and regulatory perspective, tokenization raises important questions about custody, compliance, and reporting. As more assets move on-chain, regulators will scrutinize how on-chain representations are reconciled with traditional clearing, settlement, and risk-management frameworks. The ongoing collaboration between traditional financial institutions and blockchain-native firms will be essential to establishing algorithms and standards that can sustain growth without compromising resilience.
Summed up, the tokenization of US Treasuries reflects a broader trend toward institutional embrace of RWAs and on-chain settlement. It is a development that could recalibrate the economics of liquidity provision in digital markets while reinforcing the role of trusted incumbents—like DTCC—in shaping the governance and reliability of tokenized asset ecosystems. The narrative remains nuanced: there is clear momentum and significant capital behind this shift, but it will require careful navigation of regulatory landscapes and interoperability challenges to translate early wins into durable, scalable liquidity for tokenized debt.
What to watch next
- Timeline and milestones for DTCC’s Canton-based US Treasuries tokenization rollout, including any regulatory approvals.
- Expansion plans to ETFs and equities on the tokenization platform and the pace of experimentation with additional asset classes.
- Adoption metrics from institutional participants and observable liquidity improvements in tokenized Treasuries.
- Regulatory developments or policy clarifications impacting on-chain RWAs and regulated tokenization structures.
Sources & verification
- RWA.xyz data on tokenized Treasuries and market cap levels (https://app.rwa.xyz/treasuries).
- Token Terminal data indicating a 50x surge since 2024 for tokenized Treasuries (https://x.com/tokenterminal/status/2003096211583311913).
- BlackRock’s USD Institutional Digital Liquidity Fund (BUIDL) and its current market position (https://cointelegraph.com/news/blackrock-buidl-3x-1-8-b-3-weeks-bitcoin-lacks-momentum).
- DTCC announcements regarding Canton-network-based asset tokenization and planned expansion (https://cointelegraph.com/news/dtcc-tokenize-us-treasurys-canton-blockchain).
- Federal Reserve Bank of St. Louis’ World Uncertainty Index as a contextual gauge for market sentiment (https://fred.stlouisfed.org/series/WUIGLOBALWEIGHTAVG).
The investment will bring Tether’s wallet tools to millions of users.
Stablecoin issuer Tether has made a $200 million strategic investment in Whop, an online marketplace, as it looks to expand stablecoin payments into more real-world use cases.
Tether’s USDT stablecoin currently has a market cap of about $183 billion, according to DeFiLlama data, making it the largest circulating stablecoin worldwide.
Whop co-founder Steven Schwartz said in a post on X that Tether’s investment pushed the company’s valuation to $1.6 billion. As part of the deal, Whop will integrate Tether’s Wallet Development Kit (WDK), allowing users to send and receive payments in stablecoins like USDT.
“In partnership with Tether, we will be scaling infrastructure in real-time for new business models as they emerge across the globe,” Schwartz said on X. “The job is just getting started.”
The deal is part of Tether’s broader push to expand beyond crypto trading and into everyday finance. Specifically, Tether will gain exposure to a platform with over 18 million users and about $3 billion in yearly payouts. Moreover, Whop’s transaction volume has been growing around 25% month over month, according to an official announcement.
“Stablecoins and wallets become most powerful when they are embedded directly into people’s lives, supporting their businesses, activities, families, and individual stories,” Tether CEO Paolo Ardoino said, per the announcement. “Our investment in Whop proudly reflects Tether’s focus on supporting real economic activity by providing efficient digital dollar and wallet infrastructure that can scale to billions of people, across every continent.”
The new funding will help Whop expand into Latin America, Europe, and the Asia-Pacific region, while also developing new financial tools and AI features for its users. The investment also builds on Tether’s recent expansion efforts, including the launch of its regulated U.S. stablecoin USAT last month.
Three major DeFi tokens — Morpho (MORPHO), Uniswap (UNI), and Jupiter (JUP) — rallied sharply over the past week after Wall Street firms Apollo Global Management, BlackRock, and ParaFi Capital struck landmark deals to acquire direct stakes in onchain financial infrastructure.
The moves signal a structural shift, as traditional asset managers move beyond crypto exposure and begin acquiring governance and economic ownership in decentralized trading and lending rails.
Morpho Surges after Apollo Agrees to Acquire 90 Million Tokens
Morpho posted the strongest rally after Apollo Global Management announced a cooperation agreement to acquire up to 90 million MORPHO tokens over four years. The purchase represents roughly 9% of total supply.
The deal gives Apollo governance exposure and positions the firm to support lending markets built on Morpho’s infrastructure.
Morpho currently secures about $5.8 billion in total value locked, making it one of the largest onchain lending platforms.
Investors responded quickly. MORPHO is up nearly 30% in a week.
Uniswap Jumps as BlackRock buys UNI and Integrates Tokenized Fund
Uniswap rallied after BlackRock confirmed it purchased UNI tokens alongside integrating its $2 billion tokenized Treasury fund, BUIDL, onto Uniswap’s institutional trading infrastructure.
The integration allows institutional investors to trade tokenized Treasury exposure using Uniswap’s decentralized exchange rails.
Meanwhile, BlackRock’s UNI purchase gives the asset manager governance influence over the protocol that now hosts its fund.
UNI surged sharply late in the week, rallying nearly 20%.
ParaFi Invests $35 Million directly Into JUP
Jupiter also rallied after ParaFi Capital invested $35 million directly into the protocol’s JUP token.
Unlike typical venture deals, ParaFi purchased tokens at market price with lockups and warrants for future purchases.
The deal marks Jupiter’s first institutional investment and aligns ParaFi with the platform’s expansion into lending, stablecoins, and institutional trading infrastructure.
JUP rose from approximately $0.144 to $0.163 during the week.
Together, the deals highlight a broader trend. Instead of simply buying crypto assets, Wall Street firms are acquiring governance stakes in core DeFi protocols.
This transition signals growing institutional confidence in onchain financial rails and helps explain the strong price reactions across lending and trading infrastructure tokens.
Bitcoin (BTC) rallied to a weekly high of $69,500 on Wednesday, surging from lows near $62,400 in less than 24 hours. The rebound aligned with a renewed spot Bitcoin exchange-traded fund (ETF) inflows and firmer macroeconomic sentiment after the recent US policy signals helped steady broader risk markets.
Derivatives data shows that BTC’s open interest is falling and funding rates are staying relatively contained, indicating the move was largely driven by spot demand rather than a buildup of leveraged positioning.
Bitcoin receives a macro boost and a positive ETF flip
US President Donald Trump’s State of the Union address on Tuesday evening framed the first 12-months of his leadership as an “economic turnaround for the ages,” highlighting falling mortgage rates and a 1.7% decline in core inflation over the final three months of 2025.
Markets interpreted the remarks as a sign of reduced near-term policy uncertainty following tariff and Supreme Court volatility, lifting the risk appetite across equities and crypto.
The US spot Bitcoin ETFs recorded $257.7 million in net inflows on Feb. 24, ending five consecutive weeks of redemptions totaling $3.8 billion. Fidelity drew roughly $83 million, and BlackRock’s iShares Bitcoin Trust added close to $79 million.
Related: Bitcoin daily gains near 5% as analysis eyes bullish ‘rotation’ from gold
Bitcoin futures data clears excess downside risk
As Bitcoin trades above $69,000, futures data shows that its aggregated open interest has stabilized around 235,167 BTC, after previously reaching levels above 240,000 BTC earlier in the week.
The drop in open interest suggests that the excess leveraged positioning has already been flushed out during the recent volatility.
At the same time, aggregated funding rates remain slightly negative at -0.0037%. Negative funding indicates that short positions are still paying longs, signaling that traders are not aggressively chasing upside exposure despite the price rally.
This combination of cooling open interest and negative-to-neutral funding points to a market that has reset leverage rather than overheated. The rally toward $69,000 appears to be occurring without an aggressive buildup of long positioning.
The cumulative volume delta (CVD) has edged higher, showing that spot buyers are stepping in and are one of the primary drivers of this rally.
Market analyst BackQuant noted that derivatives activity is still playing a large role, and options data shows that dealers, the firms that sell options and hedge their exposure, are holding what’s known as positive gamma.
When gamma is positive, dealers tend to buy as the price falls and sell as the price rises to stay hedged. That behavior can smooth out volatility and slow sharp breakouts in either direction.
Likewise, trader LP also pointed to BTC’s order book dynamics around the $60,000–$63,000 region, where strong bid pressure previously absorbed selling. Since tapping that zone, the price has expanded roughly 8% to the upside.
The trader added that if sell pressure builds again at these levels, it may signal a slowdown in buy-side aggression and trigger another lower reversal.
Related: Anchorage buys STRC as Wall Street shorts mount against Saylor’s Bitcoin proxy
This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision. While we strive to provide accurate and timely information, Cointelegraph does not guarantee the accuracy, completeness, or reliability of any information in this article. This article may contain forward-looking statements that are subject to risks and uncertainties. Cointelegraph will not be liable for any loss or damage arising from your reliance on this information.
- Aptos price jumped more than 20% to break above $1 on Wednesday.
- The altcoin’s rally followed a sharp bounce for Bitcoin, which rose to above $69,000.
- Risk assets gained ahead of Nvidia earnings.
Aptos (APT) is trading around $1.02 amid a broader altcoin uptick, with the token posting a notable 20% surge on February 25, 2026.
The uptick puts APT on the cusp of a breakout above the psychological level and aligns with positive signals from major altcoins. Intraday volume jumped 54% to over $105 million as bulls extended gains from the all-time lows of $0.79 reached on February 23, 2026.
Aptos price surges as Bitcoin storms to $69,000
A look at the broader market suggests momentum during US trading hours came amid sharp gains for the bellwether digital asset Bitcoin.
The surge to above $69,400, with BTC up nearly 8% in the past 24 hours, came as stocks rose ahead of Nvidia’s earnings. Cryptocurrencies also rose as markets reacted to US President Donald Trump’s State of the Union address.
As Bitcoin registered its biggest intraday jump since Feb. 6, Ethereum rose 11% to above $2,064. Polkadot, Avalanche, Uniswap and Litecoin posted double-digit gains.
📈 Following @realDonaldTrump‘s State of the Union, crypto markets have SKYROCKETED to their best daily collective jumps of the year. The altcoin charge breakout is being led by notables like $DOT (+23%), $UNI (+19%), $AVAX (+17%), $LINK (+15%), $NEAR (+15%), & $LTC (+14%). pic.twitter.com/NlHMjtHzQu
— Santiment (@santimentfeed) February 25, 2026
Traders remained cautious, though, with analysts at Glassnode noting that the market awaits conviction.
“$BTC is range-bound between key valuation anchors, with $60k–$69k absorbing sell pressure.
Profitability and breadth are fading, spot and ETF flows stay negative, and leverage has reset,” the platform posted on X.
But gains for BTC and ETH seem to have buoyed Aptos, whose price momentum is strengthened by recent ecosystem growth.
Other than an uptick in daily transactions, the blockchain platform is among 30 chains to go live on Bitwise’s staking solution.
Interest in real-world assets (RWA) and stablecoin adoption is also key to Aptos’ growth.
Prices are up amid these factors.
Aptos price analysis
Technical indicators show Aptos price off oversold territory, with RSI near 46 to signal potential for a relief rally toward the $1.20-$1.45 resistance levels.
The MACD indicator also signals upside momentum, and rising volume suggests bulls could sustain a breakout above $1.
However, the token’s position below key moving averages means bearish sentiment remains.
On the daily chart, APT is below 50-day SMA at $1.33 while the 100 SMA offers short-term resistance around $1.62.
A sustained move above $1 would invalidate the seller dominance trend. Buyers will also benefit if BTC extends gains to $70k or higher.
However, if downside pressure resumes, with the top digital asset giving up gains, Aptos could drop to recent lows around $0.80. Likely to come into view could also be October 2025 lows of $0.74.
The world’s largest BNB treasury company has crashed 95% from its high last year and is blaming the family office of Binance founder Changpeng Zhao (CZ) for a “secret side agreement.”
On Tuesday, it issued a press release demanding that CZ’s YZi Labs disclose a confidentiality provision between his family office and 10X Capital Asset Management LLC, the lead party in the company’s July 2025 PIPE transaction that coincided with its 52-week and multi-year high of $82.88 per share.
Shares of CEA Industries, which changed Nasdaq ticker symbols from VAPE to BNC — an attempt to pivot the company’s brand to a BNB Network Company — now trade at $3.88 after losing 95% of their value over the past seven months.
Before becoming a BNB treasury company during the height of the digital asset treasury (DAT) mania in the summer of 2025, CEA Industries was operating Canadian vape retailers.
That business model, as well as several business models and pivots including a previous ticker change from CEAD to VAPE, failed to reverse a multi-year decline in its common stock from a $873 peak in 2018 to under $8 by the time of its acquisition of 33 Canadian vape locations.
By July 2025, the company had yet again began looking for a new trend.
It found a suitor in Cantor Fitzgerald, founded by US Commerce Secretary and Jeffrey Epstein’s former neighbor Howard Lutnick, who acted as the lead financial advisor to 10X Capital and sole placement agent to CEA Industries.
Read more: Binance demands the Wall Street Journal remove ‘damaging’ article
Another Cantor Fitzgerald-advised treasury flop
Cantor Fitzgerald helped raise capital for other DATs like Twenty One, Bitcoin Standard Treasury Company, and Nakamoto.
In fact, the same 10X Capital that led CEA Industries’ $500 million PIPE also served as financial advisor to Nakamoto, which has declined 99% in value from its May 2025 peak. Twenty One is down 89% since May, and Bitcoin Standard Treasury Company is down 37% since July.
Despite its financial devastation, CEA Industries’ 95% decline is somewhat unremarkable among DATs.
10X Capital acted as CEA Industries’ BNB asset manager “with the support of YZi Labs.” According to CEA Industries, that support is potentially problematic, and it wants to force disclosure of how, exactly, CZ’s family office “supported” 10X Capital’s management of BNB.
10X Capital’s Chief Investment Officer (CIO) Russell Read became CIO of CEA Industries shortly after the PIPE closed.
By September, the company had relegated him to a non-executive position and by the end of the year, he’d resigned entirely.
Almost everyone lost in BNB treasury debut
Some of the biggest crypto funds invested in CEA Industries via the PIPE, including Pantera Capital, GSR, Arrington Capital, Borderless, Blockchain.com, Arche Capital, Hypersphere Capital, Kenetic, and the founders of BitFury.
There are two sides to every story.
For its part, YZi Labs has contested CEA Industries’ characterization of the “secret side agreement” as recently as this week.
YZi Labs wants CEA Industries to retract what it calls false claims about that agreement, and it’s requested directors Hans Thomas and David Namdar recuse themselves from asset management discussions.
It also wants to solicit stockholder written consents for board changes.
Amid the infighting, CEA’s common stock has fallen 41% year to date, 67% over the past 12 months, 95% from its 52-week high, and 98% over the past five years.
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NVIDIA dominates the AI chip market. But dominance doesn’t always mean the best risk-reward. With institutional money flow turning cautious, tariff headwinds on Taiwan-made chips, and a valuation demanding 60%+ sustained growth — smart money is looking at other AI stocks.
Here are three AI stocks that could offer a sharper setup, both technical and fundamental, heading into March 2026. And watch out for a high risk, honorary pick, right at the end.
How is Nvidia (NVDA) Looking?
NVIDIA, the largest holding in the Technology sector (XLK) at 15.79% weightage at press time, reports its Q4 FY2026 earnings on February 25, post-market close.
Wall Street expects high numbers, but recent history shows that hasn’t been enough. After Q3’s $57 billion beat, the stock barely moved and has traded sideways since.
Despite being up over 50% year-on-year, NVIDIA’s chart has been trading inside a descending channel since late October. At press time, the price appears to be breaking out of this channel — but the breakout needs confirmation.
A sustained hold above $195, followed by a move through $203 and $212, would flip the structure bullish.
However, if the breakout fails, the $190 and $179 zones have acted as near-term support, with deeper downside risk below that.
The Chaikin Money Flow (CMF) — which tracks whether institutional money is flowing into or out of a stock — remains a concern.
The Chaikin Money Flow (CMF) indicator has remained below the zero line since mid-January, indicating net money continues to leave despite the price recovery.
If CMF fails to flip positive (like mid-January), the price recovery loses its institutional backing, and the descending channel could reassert itself.
On the fundamental side, NVIDIA manufactures 100% of its GPUs through TSMC in Taiwan. This fully exposes it to Section 232 semiconductor import tariffs, raising chip costs.
China’s revenue has collapsed under US export restrictions, cutting off the world’s second-largest AI market.
And at 35x EV/EBITDA (a measure of how expensive a stock is relative to its earnings power), NVIDIA needs 60%+ sustained growth just to justify its current price. With these risks in play, three other AI stocks may offer a sharper setup into March.
Taiwan Semiconductor (TSM)
TSMC (TSM), the first stock on the list, is up nearly 100% year-on-year. That outpaces even NVIDIA’s 50% gain and the reason is straightforward. TSMC manufactures over 90% of the world’s most advanced chips.
Every NVIDIA GPU, Broadcom ASIC, and AMD processor runs on TSMC fabrication. It doesn’t matter who wins the AI chip race. TSMC builds for all of them.
Here’s what most investors miss. TSMC controls NVIDIA’s cost structure. It raised prices 10-20% on advanced chips recently. Customers paid without hesitation as no alternative exists.
Intel is generations behind, and Samsung has yield problems. When TSMC raises prices, its margins expand. When NVIDIA pays those prices, its margins shrink.
And unlike NVIDIA, TSMC doesn’t pay import tariffs. Tariffs hit the importer, not the exporter. TSMC exports. NVIDIA imports. Plus, TSMC’s new Arizona fabs produce US-made chips — completely tariff-free.
At 18x EV/EBITDA — a measure of price relative to core earnings — TSMC costs nearly half of NVIDIA’s 35x. Last quarter, 1,945 institutions opened new positions, worth $49 billion, one of the highest inflows among AI stocks.
On the chart, TSM trades inside an ascending channel since mid-December. A breakout, which is almost there, could target $470 — over 20% upside, starting in March itself.
CMF reads 0.21, above zero, confirming steady institutional inflow. A push past 0.28 would strengthen the breakout signal.
On the downside, $386 is critical support. A correction, likely triggered by the Taiwan-specific geopolitical tensions, could test $362 or $346. Only a sustained break below $346 turns the structure neutral.
Alphabet (GOOGL)
This AI stock might throw a surprise. On the daily chart, Alphabet looks weak. It’s mostly flat year-to-date. Down 7% over the past month. The price is forming a head and shoulders pattern with a downward sloping neckline. But here’s the interesting part.
Since hitting the right shoulder on February 23, the price has tried to rebound. It now sits near the right shoulder level. A break above $319 would weaken the bearish pattern. It turns the structure neutral.
Above $349, the short-term bearish thesis gets completely invalidated.
The CMF tells a different story than the price. While NVIDIA’s CMF remains negative — showing institutional money leaving — Alphabet’s CMF has turned positive at 0.09.
Similar to TSM, money is flowing in despite the weak price action. A sustained move above 0.19 would confirm institutional accumulation is carrying into Q1 2026.
Even in the last quarter, 520 institutions opened new positions averaging $74 million each.
The fundamental edge is unique. Google doesn’t just use AI — it sells cheaper AI infrastructure to NVIDIA’s own customers. Its Ironwood TPUs cost roughly $15,000. NVIDIA’s GPUs cost $30,000-$40,000.
Google Cloud grew 48% last quarter. Operating margin jumped from 17.5% to 30.1% in one year.
And as a software and services company, Alphabet has zero tariff exposure — unlike NVIDIA’s 100%.
If the price breaks below $286, the bearish pattern confirms. That could push prices toward $276 and lower levels — likely triggered by broader tech selling or disappointing Cloud growth guidance.
But the CMF divergence and institutional flows suggest smart money is positioning for a reversal, not a breakdown.
Last on the list but not the least. This AI stock is up 64% year-on-year but flat over the last seven days.
An inverse head and shoulders pattern is forming now. This is a classic reversal structure, which can change the short-term weakness. The AVGO price is now moving toward the neckline at $350.
A breakout above that level opens the path for a near 20% move — potentially pushing AVGO close to $420. That breakout window aligns with early March, right around its Q1 FY2026 earnings on March 4. A beat-and-raise on March 4 could be the trigger that cracks the neckline of the bullish pattern.
Here’s what makes Broadcom a direct NVIDIA challenger. AI is shifting from the training phase to inference — running models at scale for millions of users. NVIDIA GPUs dominate training. But for inference, custom ASICs are 3-5x more energy-efficient and cost way less.
Broadcom designs these ASICs for Google, Meta, ByteDance, and now OpenAI. As inference scales, Broadcom is positioned for the bigger phase ahead, courtesy of this AI shift.
The Money Flow Index (MFI) — which measures buying and selling pressure using both price and volume — confirms accumulation on dips.
Since February 10, while prices trended lower, MFI has trended higher. And that’s a bullish divergence. MFI currently sits around 67, still below the overheated 80 threshold. Room to run. This means, possibly retail is picking up AVGO shares at a clip.
On the downside, $314 is critical. A break below would weaken the bullish setup. Under $295, the inverse head and shoulders invalidates entirely. A broader AI spending slowdown or weaker-than-expected March 4 guidance could trigger that scenario.
Honorable Mention: Palantir Technologies (PLTR) — The Risky Bet
Palantir didn’t make the main list of AI stocks, courtesy of the high valuation risk.
But the chart is flashing reversal signals worth watching. Between February 5 and 24, the price made a lower low, yet the relative strength index (RSI), a momentum indicator, made a higher low. That’s a classic bullish divergence.
The CMF confirms it. Between February 9 and 25, prices trended down while CMF trended up. Two separate indicators pointing toward bullishness.
If $126 holds as a base, the first target is $143. Beyond that, $170 — a strong resistance from early January — becomes the key level.
Fundamentally, Palantir is one of the few AI companies turning AI into real revenue. Last quarter delivered $1.41 billion — up 70% year-on-year. It carries zero debt, $4 billion in cash, and like the three main picks, zero tariff exposure. Pure software.
Here’s the catch. PLTR trades at over 200x P/E — meaning investors are paying $200 for every $1 the company earns. That’s a price tag that assumes everything goes perfectly.
Any stumble in growth, and the stock could fall hard. Moreover, losing $126 invalidates the entire setup.
Key points:
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Bitcoin bulls have pushed the price above $69,000, signaling solid dip buying at lower levels.
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Several major altcoins have turned up sharply, suggesting that selling pressure is reducing.
Bitcoin (BTC) bulls purchased Tuesday’s dip and are attempting to sustain the price above $69,000 on Wednesday. According to SoSoValue data, BTC exchange-traded funds recorded net inflows of $257.7 million on Tuesday, the largest inflows since Feb. 6. That suggests investors are viewing the dips near $60,000 as a buying opportunity.
Santiment said in a post on X that BTC’s correlation with stocks has broken down in the past six months. The S&P 500 rose 7% during the period, while BTC fell 43%. However, the on-chain data provider added that the disconnection is unlikely to stay forever. If BTC follows its historical pattern of tracking equities during economic expansions, then “it may have significant room to catch up.”
Not everyone is bullish on BTC’s prospects in the short term. Glassnode said in a post on X that BTC’s realized profit/loss ratio (90-day moving average) slipped below 1. Historically, breaks below 1 have resulted in at least six months of loss realization before the level was reclaimed.
Could BTC and select major altcoins break above their overhead resistance levels? Let’s analyze the charts of the top 10 cryptocurrencies to find out.
Bitcoin price prediction
BTC has risen sharply from the $62,510 level on Tuesday, indicating that the bulls are vigorously defending the $60,000 level.
Buyers will attempt to thrust the Bitcoin price above the 20-day exponential moving average ($69,375). If they succeed, the BTC/USDT pair may rally to the breakdown level of $74,508, where the bears are again expected to mount a strong defense.
Sellers will have to successfully defend the 20-day EMA if they want to retain the advantage. If the price turns down sharply from the 20-day EMA, the $60,000 support may be at risk of breaking down. If that happens, the pair may plummet to $52,500.
Ether price prediction
Ether (ETH) turned up from the $1,800 level on Tuesday, indicating that the bulls are attempting to retain the price inside the $1,750 to $2,111 range.
The relief rally is expected to face selling at the $2,111 level. If the Ether price turns down sharply from $2,111, the ETH/USDT pair may extend its stay inside the range for a few more days.
Alternatively, if buyers propel the price above the $2,111 level, it suggests that the bears are losing their grip. The pair may then surge to the 50-day SMA ($2,540), where the bears are again expected to step in.
XRP price prediction
XRP (XRP) turned up sharply and has reached the 20-day EMA ($1.46), indicating that the bulls are attempting a comeback.
If the XRP price closes above the 20-day EMA, the XRP/USDT pair may rally to the 50-day SMA ($1.70) and eventually to the downtrend line. Buyers will have to clear the hurdle at the downtrend line to signal a potential trend change.
Sellers are likely to have other plans. They will attempt to defend the moving averages and pull the price below the support line. If they can pull it off, the pair may nosedive to the Feb. 6 low of $1.11 and then $1.
BNB price prediction
BNB (BNB) has risen sharply from $577, indicating that the bulls are aggressively defending the $570 level.
Buyers will have to swiftly drive the price above the 20-day EMA ($641) to strengthen their position. If they manage to do that, the BNB/USDT pair may rise to $669 and eventually to $730.
Contrary to this assumption, if the BNB price turns down and breaks below $570, it indicates that the bears are in control. The pair may then resume the downtrend toward the psychological level at $500.
Solana price prediction
Solana (SOL) dipped below the $76 support on Tuesday, but the bears could not maintain the lower levels.
The SOL/USDT pair is attempting a recovery, which is expected to face selling at the 20-day EMA ($87). If the price turns down sharply from the 20-day EMA, the possibility of a break below the $76 level increases. The Solana price may then tumble to the Feb. 6 low of $67.
Instead, if bulls push the price above the 20-day EMA, the relief rally may reach the $95 level. This is a crucial level to watch out for, as a close above $95 suggests that the bulls are back in the game. The pair may then rally toward $117.
Dogecoin price prediction
Dogecoin (DOGE) turned up sharply from the $0.09 level, and the bulls are attempting to drive the price above the 20-day EMA ($0.10).
Sellers are unlikely to give up easily and will strive to defend the 20-day EMA. If the Dogecoin price turns down from the 20-day EMA, it increases the likelihood of a drop to the $0.08 support. Buyers are expected to fiercely defend the $0.08 level, as a close below it may start the next leg of the downtrend to the $0.06 level.
Buyers will have to maintain the price above the 20-day EMA to indicate that the bears are losing their grip. The DOGE/USDT pair may then march toward the breakdown level of $0.12.
Bitcoin Cash price prediction
Bitcoin Cash (BCH) turned down sharply from the 50-day SMA ($564) and fell below the $500 support on Monday.
The 20-day EMA has started to turn down, and the RSI is in the negative territory, indicating an advantage to the bears. That suggests the relief rally to the 20-day EMA is likely to be sold into. If the Bitcoin Cash price turns down from the 20-day EMA, the possibility of a drop to the $443 level increases.
The first sign of strength will be a close above the moving averages. The BCH/USDT pair may then rise to $580 and subsequently to $600.
Related: Bitcoin price climbs 3% as gold divergence signals ‘significant upside’
Hyperliquid price prediction
Hyperliquid (HYPE) fell below the 50-day SMA ($28.10) on Monday, indicating that the bears are attempting to take charge.
Buyers are striving to push the price back above the moving averages but are likely to face stiff resistance from the bears. If the Hyperliquid price turns down from the moving averages, the HYPE/USDT pair may drop to the solid support at $20.82.
Contrarily, if the price closes above the 20-day EMA ($29.31), it suggests buying at lower levels. The pair may then ascend to $32.50 and later to the stiff resistance at $36.77. The next trending move is expected to begin on a close above $36.77 or below $20.82.
Cardano price prediction
The bears failed to pull Cardano (ADA) to the support line of the descending channel pattern, indicating a lack of selling at lower levels.
The buyers are attempting to make a comeback by sustaining the Cardano price above the 20-day EMA ($0.28). If they manage to do that, the ADA/USDT pair might rally to the downtrend line.
If the price turns down sharply from the downtrend line and breaks below the 20-day EMA, it suggests that the pair may remain inside the channel for a while. The bulls will have to secure a close above the downtrend line to gain the upper hand.
Monero price prediction
Monero (XMR) fell below the immediate support at $309 on Monday, but the bears could not sustain the lower levels.
The bulls are attempting a relief rally, which is expected to face selling at the 20-day EMA ($346) and then at the breakdown level of $360. If the Monero price turns down from the overhead resistance, it suggests a range-bound action between $360 and $300 for some time.
The advantage will tilt in favor of the bulls if they push and maintain the XMR/USDT pair above the $360 level. If they do that, the pair may surge toward the 50-day SMA ($435).
This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision. While we strive to provide accurate and timely information, Cointelegraph does not guarantee the accuracy, completeness, or reliability of any information in this article. This article may contain forward-looking statements that are subject to risks and uncertainties. Cointelegraph will not be liable for any loss or damage arising from your reliance on this information.
Nicholas Hammer, co-founder and CEO of crypto lender Blockfills, has stepped down from his leadership role, according to a person with direct knowledge of the matter.
The firm’s website now lists Joseph Perry as the interim CEO. A company spokesperson confirmed that Hammer was CEO until July 2025.
The change of leadership comes as the firm has suffered losses of around $75 million and suspended client deposits and withdrawals earlier this month.
Blockfills is also said to have urged some clients to withdraw their crypto assets before the platform halted deposits and withdrawals on Feb. 11, the person said, who spoke on condition of anonymity as the matter is private. Customer deposits remain suspended as of publication time.
CoinDesk reported last week that the Chicago-based firm was seeking a buyer after the losses.
Hammer did not respond to a request for comment by the publication time. His LinkedIn profile, as of 5.58 pm UTC on Feb. 25, still lists him as CEO of Blockfills.
The firm said in the Feb. 11 press release that it was working with investors and clients to reach a swift resolution and restore liquidity to the platform.
“Clients have been able to continue trading with BlockFills for the purpose of opening and closing positions in spot and derivatives trading and select other circumstances,” the company said at the time.
Blockfills’ abrupt halt to withdrawals revives memories of the 2022 crypto winter, when firms including Celsius, BlockFi and Genesis froze customer accounts as markets unraveled.
The market has struggled to regain traction in early 2026, with major tokens well below recent highs amid cautious sentiment. Bitcoin has remained below $70,000 after a sharp pullback from its late-2025 all-time high, while ether (ETH) trades around $2,000 amid weakness across the digital asset market.
The company said it handled more than $60 billion in trading volume in 2025, up 28% from a year earlier, and ranks among the most active institutional crypto lending and borrowing desks. It serves roughly 2,000 institutional clients, including hedge funds, asset managers and mining firms.
Blockfills is backed by investors including Susquehanna Private Equity Investments, CME Ventures, Simplex Ventures, C6E and Nexo. The company raised $37 million in a January 2022 Series A funding round.
Read more: Susquehanna-backed Blockfills up for sale after $75 million lending loss
UPDATE (Feb. 25, 6 pm UTC): Updates story with the company’s comment on the CEO’s departure.
Bitcoin price has rebounded strongly from key Fibonacci support near $62,000 with rising volume, signaling growing demand and raising the possibility of a local bottom formation.
Summary
- Bitcoin bounced from 0.786 Fibonacci support near $62K
- Increasing volume suggests genuine buyer demand
- Reclaim of point of control needed to confirm bullish continuation
Bitcoin (BTC) price action has shifted momentum following an impulsive reaction from a major technical support zone. After testing the 0.786 Fibonacci retracement level, which aligns closely with daily high-timeframe support near $62,000, Bitcoin staged a strong rally that has drawn renewed attention from market participants.
The reaction from this level stands out not only because of the price recovery itself but also due to a noticeable increase in trading volume. In technical analysis, rebounds supported by expanding volume often suggest genuine demand rather than temporary relief rallies. This has led traders to question whether Bitcoin may be forming a local bottom within its broader range structure.
While confirmation remains necessary, the current setup represents one of the more constructive technical developments seen in recent weeks.
Bitcoin price key technical points
- 0.786 Fibonacci support defended: Confluence with $62,000 daily support triggered strong reaction
- Volume expansion confirms demand: Increasing participation supports reversal thesis
- Point of control critical resistance: Reclaim required for continuation toward higher prices
Bitcoin’s recent rally began at the 0.786 Fibonacci retracement, a deep corrective level often associated with trend continuation or major turning points. The significance of this reaction is amplified by its alignment with the daily high-timeframe support near $62,000, creating a powerful zone of technical confluence.
Markets frequently respond strongly when multiple technical levels converge. In this case, Bitcoin’s bounce suggests that buyers viewed the region as an attractive value area. Instead of continued downside expansion, price reversed sharply, indicating that selling pressure was absorbed efficiently.
The impulsive nature of the move reflects a shift in short-term market dynamics. Rather than drifting sideways, Bitcoin advanced rapidly into higher value, signaling renewed confidence among buyers.
Rising volume supports reversal narrative
One of the most important elements supporting the bullish case is the increase in volume accompanying the rally. Strong reversals are typically characterized by expanding participation, demonstrating that market participants are actively entering positions rather than merely closing shorts.
Even as broader adoption narratives continue to develop, such as Arizona lawmakers advancing legislation to create a Digital Assets Strategic Reserve Fund allowing the state to hold and invest seized cryptocurrencies.
The current volume profile shows increasing activity as price moves higher, suggesting that demand is driving the move rather than passive market conditions. This distinguishes the rally from previous bounces that lacked conviction and quickly faded.
When price rises alongside increasing volume, it often signals the early stages of a structural shift. While not definitive proof of a long-term trend reversal, it increases the probability that the recent lows may represent a local bottom.
Point of control becomes the key decision level
Despite the constructive rally, Bitcoin now faces a critical test at the point of control (POC) within the current trading range. The POC represents the price level where the highest volume has historically traded and typically acts as equilibrium between buyers and sellers.
For bullish continuation to develop, Bitcoin must reclaim this level on a daily closing basis. Acceptance above the POC would indicate that value is migrating higher, opening the door for expansion toward upper range resistance levels.
However, failure to reclaim this zone could shift the outlook quickly. Rejection at the point of control would signal that sellers remain active, potentially triggering another rotational move back toward lower support levels within the broader range.
This comes as Nakamoto finalizes a $107.3M all-stock deal with BTC Inc and UTXO to expand its Bitcoin media and treasury platform, highlighting growing institutional positioning despite fragile short-term price action.
What to expect in the coming price action
From a technical, price action, and market structure perspective, Bitcoin’s rally from the 0.786 Fibonacci support near $62,000 is a constructive development supported by increasing volume. A confirmed reclaim of the point of control on a closing basis would strengthen the bullish case and increase the probability of continuation toward higher price targets.
Conversely, rejection at this level may keep Bitcoin trading within its existing range, leading to renewed rotations toward support before a decisive breakout occurs.
US senators have labeled Binance a “repeat offender” as they prepare to launch an inquiry into nearly $2 billion worth of crypto that was sent to Iran, raising doubts over the exchange’s commitment to a plea deal agreement with the Department of Justice.
Democrat Senator Richard Blumenthal, who represents the Subcommittee on Investigations, wrote to Binance CEO Richard Teng on Tuesday, asking him to provide information on the company’s role in sanction-dodging transactions to Iranian and Russian entities.
The letter reads: “Binance appears to have ignored warnings and recommendations to prevent Iranian money laundering schemes on its cryptocurrency exchange, allowing $1.7 billion in transfers to Iran. These transactions have helped prop up Iranian-linked terrorist organizations and illicit Russian oil sales.”
Read more: Binance demands the Wall Street Journal remove ‘damaging’ article
It also claims that Binance is revisiting the crimes of its past, specifically from 2023, when it was found guilty of charges including sanction violations stemming from crypto sent to Iranian entities.
“Binance is a repeat offender: it has long been aware that the Iranian regime and its terrorist proxies use its cryptocurrency platform as a convenient and reliable means to bypass international sanctions, anti-money laundering controls, and other banking restrictions,” it reads.
Blumenthal continues, “Instead of actually preventing illicit use, Binance has sought to evade accountability and influence the White House through lobbying and a financial partnership with World Liberty Financial (WLFI).”
The letter also claims, “The scale of the newly-revealed illicit transfers uncaught until nearly two billion dollars flowed to sanctioned entities and the unexplained firing of internal investigators call into question Binance’s compliance with American sanctions and banking laws, and its 2023 agreement to resolve the previous federal investigation.”
Blumenthal backs up his allegations by noting Binance’s deep connections with the Trump family and WLFI through promotions, and the housing of 85% of WLFi’s stablecoin USD1 in Binance accounts.
All this, he says, led to a successful “influence campaign” that secured Changpeng Zhao’s pardon and the dismissal of a lawsuit against Binance.
Binance reportedly didn’t stick to compliance measures
The Wall Street Journal, Fortune, and The New York Times have all reported on two Binance clients, Hexa Whale and Blessed Trust, acting as intermediaries for Iran’s Revolutionary Corps.
These accounts allowed Iran to launder funds and trade oil outside the traditional banking system and sanctions.
Blessed Trust repeatedly raised internal alerts at the firm. When investigators eventually discovered the extent of funds going to Iran’s government, they flagged it to Binance’s top execs before they were fired weeks later.
Richard Teng has denounced the latest article published by the WSJ as “defamatory” and “damaging,” claiming it ignored the responses given by Binance’s client.
Teng demanded that the WSJ take down its article and make corrections “immediately” or else it might take “further action.”
Read more: Iran’s central bank stacked $507M USDT last year, report
Binance claimed, “While you solicited our client’s position, your failure to reflect our client’s responses is inconsistent with your ethical obligations to ‘remain fair, accurate and impartial,’ and suggests an agenda already set, which does not amount to responsible journalism.”
The crypto exchange refuted how the WSJ framed the firings, noted that it did remove the flagged accounts after they were discovered, and disputed any suggestion that Binance had some sort of access and control over the Blessed account.
Blumenthal wants Binance to cough up documents
Blumenthal’s inquiry has ordered Binance to submit a trove of documents related to the dubious accounts, the internal reports filed by compliance investigators, use of Binance by Iranians, the use of Tether and USD1 in connection to criminals, Binance’s use in illegal oil sales, and details regarding the firing of its investigators.
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