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.

Robinhood (HOOD) shares rise 2.5% on Robinhood Chain testnet momentum. Explore tokenized asset drivers, technical outlook, and 2026 potential.

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.

Accenture Plc (ACN) snapped a three-day losing streak on February 26, 2026, with shares surging 8.29% to close at $207.38. The rally follows a strategic partnership with French AI powerhouse Mistral AI, signaling a shift in investor appetite toward software and consulting victims of the hardware-led AI rally.

XRP is trading near recent lows in an extended volatility squeeze, with its price capped below the 26 EMA and a possible short-term target near $1.50 if buyers trigger a breakout. Shiba Inu remains in a broader downtrend as each attempt to rebound lacks meaningful volume, limiting chances of a sustained bull run. Dogecoin also struggles below key moving averages, and removing a zero from its price would require strong inflows, trend reversal signals and broader market risk appetite.