Bitcoin has been confined between $60,000 and $70,000 for weeks, briefly slipping under $67,000 on Thursday. On February 27, 2026, Willy Woo said the investor-driven sell-off appears spent, pointing to a month of sideways trade and a likely rejection of any mid-$70,000 rebound, with the bear trend ending in Q4 2026. On February 26, 2026, Matt Hougan argued the decline was simply holders selling, with some reallocating to AI investments.

On February 26, Bitwise CIO Matt Hougan said on X that Jane Street is not responsible for Bitcoin’s recent slide, describing the pullback as a "classic crypto winter." His remarks followed renewed speculation fueled by lawsuits and viral threads, as Bitcoin traded over 46% below its all‑time high. He pointed instead to de‑risking, leverage reductions, and capital rotation.

On February 25, Wikipedia co‑founder Jimmy Wales said on X that Bitcoin will likely persist thanks to its decentralized design but may fail as money. He argued only catastrophic failures could threaten the network and suggested its long‑run price could slide below $10,000 by 2050, leaving BTC a niche tool rather than dominant money.

U.S.-listed spot Bitcoin ETFs attracted about $1.02 billion in net inflows from Tuesday to Thursday, while Bitcoin traded below its all-time high. BlackRock's iShares Bitcoin Trust led the rebound after five weeks of net outflows, and spot Ether and Solana ETFs also recorded positive flows over the same period. Several analysts noted that the roughly 50% drawdown in Bitcoin may be nearing exhaustion, although they warned a sharp V-shaped recovery remains unlikely.

REX Shares has launched the REX Growth & Income Universe ETF (GIF), a single fund that aggregates nine existing ETFs with exposure spanning technology, retail, healthcare, and crypto-related stocks. The strategy targets 1.25x exposure in each component ETF and uses covered calls on about half of holdings to generate weekly income, aiming to balance yield and upside in a cooling, post-halving crypto environment.

On Feb. 26 (ET), spot Bitcoin ETFs recorded $254 million in net inflows, signaling sustained institutional interest even as BTC trades within a corrective structure. Ethereum spot ETFs also saw $6.57 million in net inflows, extending a three-day streak and pointing to steady accumulation rather than speculative surges.

MARA Holdings reported a fourth quarter 2025 net loss of $1.71 billion, or $4.52 per diluted share, after a sharp fair‑value markdown on its Bitcoin holdings. Quarterly revenue slipped 6% to $202.3 million, while the company outlined a multi‑year strategy to expand into AI and high‑performance computing infrastructure alongside its existing Bitcoin mining operations.

On 27 February 2026, Citigroup detailed plans to introduce a comprehensive digital asset platform that will place Bitcoin directly within its core banking and custody systems. The initiative includes on-balance-sheet custody, 24/7 operations, Swift and API connectivity, and integration with internal tools such as CIDAP and Citi Token Services. The move aims to let institutional clients manage Bitcoin alongside traditional assets under the same risk, compliance, and reporting framework.