In the 12 months to March 2026, crypto fundraising climbed 50% to more than $25.5Bn even as total deal count fell 46%, based on Messari data. The average deal size rose to $34M and the number of active investors dropped 34.5% to 3,225, pointing to a shift toward fewer, larger late-stage rounds. February's $795M haul was dominated by three mega-deals, while firms like Pantera Capital expect 2026 to bring a wave of digital asset IPOs.

Bitcoin USD is trading around $67,200 while its market dominance has eased to about 58%, with overall crypto capitalization above $2.38 trillion. On-chain and ETF flow metrics indicate growing interest in Ethereum, including a day when $31.6M in ETH left centralized exchanges and roughly $20M flowed into ETH ETFs, as analysts debate whether this signals a broader altcoin rotation.

Ethereum briefly tested the $2,160 resistance before retreating below $2,100, with ETH trading near $2,080 after a volatile move. Technical analysts are watching the $2,000 support and the inverse Head and Shoulders setup, while on-chain data shows long-term holders accumulated over 252,000 ETH in February 2026. Some commentators warn of a potential bull trap and see downside risk toward the $1,320–$1,345 zone if key levels fail, unless bulls can secure a weekly close above $2,300.

On Thursday, XRP sank more than 17% to about $1.25 as roughly $46 million in derivatives positions were wiped, with $43 million from longs, according to CoinGlass. Despite the drop, XRP spot ETFs still posted about $24 million of net inflows this week, taking cumulative inflows since November 2025 above $1.2 billion.

On February 5, Bitcoin's price slipped to around $70,000, roughly 20% below an estimated $87,000 all-in production cost per coin, while network hashrate fell 12% from its October peak and miner profitability hit a 14‑month low. Daily mining revenue dropped to $28 million, the Miner Profit and Loss Sustainability Index slid to 21, and a roughly 14% downward difficulty adjustment is projected for February 8 as some operators redirect capacity to AI and spot ETF flows turn net negative in early 2026.

Since the Fusaka upgrade went live on December 3, Ethereum has seen on‑chain activity climb, with new wallet creation rising 110% to about 292,000 fresh addresses per day. The update introduced PeerDAS to cut data posting costs for Layer 2 networks, while ETH has moved back above $3,200 amid improving network metrics and renewed user onboarding.

Between November 3 and December 2, 2025, researchers examined over 400 Reddit posts that mentioned both Donald Trump and crypto to see how sentiment moved with Bitcoin’s market swings. The analysis found that although post counts were roughly split between positive and negative, engagement-weighted sentiment turned mildly negative, driven by a highly viral meltdown thread during the crash. When Trump was excluded and only general crypto posts were measured, overall sentiment shifted into positive territory even though the Bitcoin sell-off still pulled scores down in one week.

Matrixport reports that while overall stablecoin supply remains close to record levels and exceeds $260 billion, the 12‑month growth in new issuance began to slow after late October. The firm links this cooling liquidity impulse to cautious Federal Reserve policy and notes that Bitcoin, trading near $85,860 on Tuesday with a roughly 3% decline, is struggling to maintain key bullish trend indicators.

Institutional custodian Hex Trust launched Wrapped XRP on Thursday, deploying the asset across Ethereum, Solana, Optimism, and HyperEVM with 100 million dollars in initial liquidity. The rollout targets RLUSD pairs on EVM chains and uses a 1:1 custodial model and LayerZero's OFT standard; XRP was little changed and RLUSD supply was 1.3 billion.