On February 26, 2026, U.S. spot Bitcoin ETFs registered $254.4 million in net inflows, with BlackRock's IBIT drawing the largest share of capital. Ethereum ETFs added $6.6 million, while Solana and XRP products saw comparatively modest but positive activity. Overall flows remained heavily concentrated in Bitcoin, underscoring its continued dominance in institutional ETF allocations.

In the last reported session, spot ETF demand concentrated in Bitcoin and XRP, with the article citing roughly $254M and $1.22M in net additions as broader prices consolidated. BTC hovered near $67,678.78 on 24‑hour volume of about $41.05B, while ETH, SOL, and XRP posted mixed daily moves but maintained steady liquidity.

Following a $2 trillion market reset, the final week of February 2026 marks a tactical shift toward liquidity-driven stabilization. Total market capitalization has reclaimed $2.44 trillion, bolstered by a historic $506 million reversal in spot Exchange-Traded Funds (ETFs) inflows and cooling US labor data.

On 27 February 2026, JPMorgan analysts led by Nikolaos Panigirtzoglou said a meaningful rebound in U.S. crypto markets during the second half of 2026 depends on Congress passing market-structure reforms by midyear. They highlighted growing institutional dominance in Bitcoin flows, falling volatility, and ongoing disputes in Congress over stablecoin yield rules as key variables that could either unlock or delay the next wave of capital.

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On Feb. 27, about 115,500 Bitcoin options worth roughly $7.8 billion and 477,000 Ethereum contracts with a $963 million notional are due to expire. Coinglass places Bitcoin's max pain near $75,000, while Deribit notes call open interest dominance and a put/call ratio of 0.76 for BTC and 0.77 for ETH. The combined expiries approach $9 billion as spot markets weaken.

At the XRP Australia 2026 event in Sydney on Friday, Coinbase’s John O'Loghlen said Australia is seeing regulatory momentum and expanding institutional access through Bitcoin and Ether ETFs launched in June 2024 and October 2024. OKX’s Kate Cooper highlighted rising SMSF participation, while an Independent Reserve 2025 report showed crypto adoption at 31%, up from 28% in 2024.

Circle's stock jumped almost 50% in under two sessions after the USDC issuer reported stronger-than-expected fourth-quarter earnings and revenue. The rally triggered an estimated $500 million in losses for short sellers and followed a prior 80% drawdown, but analysts said the move was driven mainly by crowded bearish positioning rather than a fundamental turnaround.