On February 27, 2026, U.S. equity futures fell after January producer prices beat forecasts, reviving concern about the timing of Fed rate cuts. S&P 500 futures slid 1%, Nasdaq 100 lost 1.1%, and Dow Jones futures dropped 1.2%, while Nvidia fell over 5% on Thursday and Netflix rose more than 6% in premarket trade.

On February 27, 2026, Progmat, Japan's largest tokenised securities platform backed by MUFG, announced plans to move more than $2 billion in digital assets from R3's Corda to Avalanche. The migration includes all active security token projects, such as tokenised real estate and corporate bonds worth 439.6 billion yen, and is expected to be completed by June 2026. The move aims to leverage Avalanche's EVM compatibility, public-chain features and cross-chain settlement capabilities for regulated securities and stablecoins.

On February 27, 2026 in New York, MoonPay and M0 introduced PYUSDx, a platform that lets developers create branded stablecoins fully backed by PayPal USD. The service is designed to cut custom stablecoin deployment from months to days and debuts with USD.ai as its first project, targeting AI-driven and machine-to-machine payments. PYUSDx integrates token infrastructure from M0 with MoonPay's payment rails and offers multi-chain support, reserve reporting, and pricing tools for Web3 and fintech builders.

On February 25, 2026, Thrive Capital committed roughly $1 billion to OpenAI. In December, the firm agreed to a deal at a $285 billion valuation, and OpenAI is now raising up to $800 billion, implying Thrive's position could approach triple its entry. Thrive also closed its Thrive X fund at over $10 billion, nearly twice its prior vehicle.

On February 25, 2026, Ethereum rose 10% in a single session, pushing its price to $2,046.23 and lifting its market capitalization to $245 billion. Bitcoin advanced 6% to $68,170 at the same time, while Ethereum's 24-hour trading volume reached $21.19 billion and its market share climbed to 10.46% of the total crypto market.

On February 23, 2026, Chinese AI lab DeepSeek prepared to roll out its V4 model, raising concerns for U.S. tech and semiconductor stocks. The move came as markets were already unsettled by tariffs, geopolitical risks, and Nvidia's upcoming earnings. Some investors fear that if DeepSeek can deliver powerful models at lower cost, large-scale AI spending in the U.S. could be questioned, while others see cheaper AI as a catalyst for broader adoption and infrastructure demand.

On February 23, 2026, analysts Geoff Kendrick and John Davies projected the stablecoin market cap to reach $2 trillion by end‑2028, implying $800 billion to $1 trillion in additional demand for U.S. Treasury bills. They also estimated total new T‑bill demand near $2.2 trillion when Federal Reserve purchases and mortgage‑backed securities reinvestment are included.

On February 22, 2026, JPMorgan Chase confirmed in a court filing that it closed Donald Trump's private and commercial bank accounts following the January 6, 2021, Capitol attack. The disclosure came amid Trump's $5 billion lawsuit accusing the bank and CEO Jamie Dimon of politically motivated debanking, while JPMorgan maintains the closures were based on legal and regulatory risk considerations.

On February 20, 2026, Nvidia was reported to be close to finalizing a $30 billion investment in OpenAI, far below the $100 billion commitment it had made a year earlier. The funding is part of a $100 billion round that could push OpenAI's valuation to $830 billion and make it one of the most highly valued private firms globally. The reduced commitment has unsettled markets, especially as OpenAI is expected to channel much of the new capital back into Nvidia hardware, raising questions over circular financing and long-term sustainability.