GD Culture Group said on Wednesday that its board authorized potential Bitcoin sales from the corporate treasury to fund a $100 million share repurchase plan, first announced in February. According to Google Finance, GDC shares rose more than 24% to close at $4.13, while the company remains one of the largest public holders with 7,500 BTC.

Coinbase could become a major corporate winner from the GENIUS Act, the first broad U.S. crypto law signed in July 2025 that sets federal rules for stablecoin issuance. Bloomberg analysts Paul Gulberg and Samuel Radowitz estimate that Coinbase's USDC-linked revenue, which reached about $1.35 billion in 2025 after rising 48% from $911 million in 2024, might scale by two to seven times if dollar-pegged tokens gain wider use in payments. They also highlight that this interest-based income stream stayed resilient in late 2025, when Coinbase's overall quarterly revenue fell 20% amid a sharp crypto price downturn.

On 26 February 2026, Kraken introduced Flexline, a fixed-rate lending product secured by crypto and available exclusively to Kraken Pro users. The service lets traders borrow crypto or stablecoins for periods from 2 days to 2 years at APRs between 10% and 25%, while keeping collateral in segregated wallets that are included in Kraken's Proof of Reserves. Flexline is not offered in the United States, the United Kingdom, and some other jurisdictions due to regulatory restrictions.

Solana (SOL) is leading a $170 billion crypto market relief rally, surging 10.6% to test a critical $90.35 resistance level on February 26, 2026. With $3.78 million in daily ETF inflows and a 755% spike in payment volume, analysts are watching if SOL can invalidate its triple top pattern and target $127, or if declining long-term holder conviction signals a deeper correction.

Circle Internet Group (CRCL) reported its fourth-quarter 2025 earnings on February 25, 2026, delivering a blowout performance that has reframed the company as the premier flight-to-safety play in the digital asset ecosystem. Despite a turbulent late-2025 crypto winter that saw Bitcoin and major altcoins crater, Circle’s results provided a high-stakes validation of stablecoins as critical global financial infrastructure.

Crypto sentiment has deteriorated, and, according to reports, the Fear & Greed Index recently fell to 11. Analyst Jesse Eckel contends AI-driven equity gains are masking strain and could steer retail toward smaller crypto tokens. An AI model cited in the discussion targets Bitcoin at $155,000 by end-2026 and $240,000 in 2027.

On Wednesday, ETHZilla announced it is rebranding to Forum Markets and will do business as Forum. Shares rose over 13% to $3.91 as the company pivots from a crypto treasury strategy to tokenization, with a ticker change to FRMM set for Monday at market open pending Nasdaq approval.

Bitcoin Depot has started enforcing identity checks for every transaction at its U.S. crypto ATM kiosks after rising fraud tied to these machines. The operator, which runs more than 25,000 kiosks globally, will also pay $1.9 million to the state of Maine to reimburse residents who lost funds in scams between 2022 and 2025. FBI figures show Americans lost $333.5 million to Bitcoin ATM scams in 2025, up 33.4% from $250 million in 2024.