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According to Cryptopolitan, global markets face a busy slate this week, with trade policy shifts, Nvidia's Q4 2025 report on Wednesday, Friday's PPI, and 11 Federal Reserve speeches. Forecasts call for a Conference Board reading of 88.0 after 84.5, while policy signals include a proposed 10% global tariff under Section 122.

Michael Saylor hinted at another Bitcoin purchase by posting the firm's accumulation chart on X with the caption "The Orange Century" as BTC traded below $68,000. On February 17, Strategy bought 2,486 BTC for $168.4 million at $67,710, bringing holdings to 717,131 BTC acquired for $54.52 billion, with a $76,027 average and about $5.8 billion unrealized decline.

On February 22, 2026, Michael Saylor shared "The Orange Century" on X alongside a chart of MicroStrategy's Bitcoin accumulations. Markets viewed the post as signaling potential new crypto purchases by the company. The message arrived amid heightened BTC volatility.

On 22 February 2026, Laurore Ltd., a little-known firm registered in Hong Kong, reported holding 8,786,279 shares of BlackRock’s iShares Bitcoin Trust (IBIT) worth about $436.2 million as of the quarter ending 31 December 2025. The filing shows IBIT as its sole reported asset, while other major institutional investors either increased, rotated, or trimmed their Bitcoin ETF exposure during a quarter in which BTC fell roughly 23%.

Investor capital is rotating toward publicly listed crypto firms, per DWF Labs, which cites Memento Research showing over 80% of 2025 token launches trade below their TGE price with 50–70% drawdowns within about 90 days. Meanwhile, crypto IPO fundraising reached about $14.6 billion in 2025 and M&A topped $42.5 billion.

On Feb. 22, 2026, Michael Burry outlined wins and misses on X, admitting he passed on a 2013 Bitcoin purchase when the price was below $200 after a meeting at Lightspeed Venture Partners. He also shared a BTC Patterns chart pointing to a $126,000 peak in October 2025, a slide toward about $73,000, and potential stress near $50,000. Separately, he disclosed bearish puts on Nvidia and Palantir amid what he calls an AI bubble.

U.S. spot Bitcoin ETFs recorded a fifth consecutive week of net outflows in the week ending Feb. 20, with about $316 million withdrawn. Midweek redemptions of $105 million, $133 million and $166 million outweighed Friday’s $88 million inflows, while cumulative net inflows since January 2024 remain near $54 billion.

On 22 February 2026, Brickken's Q4 2025 research found RWA tokenization is chiefly used to raise capital. 53.8% of issuers prioritize fundraising, while only 15.4% cite liquidity as a core driver; nearly half expect secondary-market access within 6–12 months. 69.2% of projects are live, and 84.6% report regulatory friction as the main obstacle.

According to aggregated 13F regulatory filings, institutional investors reduced their U.S. spot Bitcoin ETF exposure from 532K BTC in Q3 2025 to 513K BTC in Q4 2025, a decline of about 3.5%. This modest cutback came as BTC fell 23% and slipped below the reported $84.1K average ETF entry price, leaving the average ETF holder roughly 20% in loss at a BTC price of $68K.

BlackRock has filed the iShares Staked Ethereum Trust, expected to trade as ETHB, which plans to stake 70–95% of its Ether and distribute 82% of staking rewards to investors while charging a 0.25% sponsor fee. A December 17 regulatory document noted a seed purchase of 4,000 shares at $0.25 each, and market participants expect a first‑half 2026 rollout.