Last night's and this morning's important news overview📑

1️⃣ BTC Updates
Bitcoin's current price is approximately $68,000-$68,500, with a 24-hour increase of 3%-5%. It rebounded from a low of $64,700, with trading volume exceeding $50 billion. The market is driven by a rebound in risk appetite, currently in a high-level correction phase, still affected by ETF outflows and whale selling pressure; institutions and whales are showing signs of re-accumulation, with net purchases of over 800,000 to 1 million BTC by institutions and governments in 2025. Short-term volatility is high but supported; the medium-term bullish structure remains unchanged.
2️⃣ Nvidia Q4 Revenue Surpasses Expectations, Data Center Business Performs Well
Nvidia's fiscal year 2026 Q4 revenue reached $68.1 billion, with the data center business at $62.3 billion, both exceeding expectations; Q1 FY2027 revenue guidance is $78 billion, above market expectations. The AI computing demand index is growing, and the company has secured inventory and capacity. Gaming and automotive businesses are slightly below expectations. CEO Jensen Huang stated that a partnership with OpenAI is imminent.
3️⃣ Nikkei 225 Index Breaks 59,000 Points for the First Time, Tokyo Stock Exchange Index Hits Record High
The Nikkei 225 index broke through 59,000 points for the first time, and the Tokyo Stock Exchange Index hit a new all-time high; the KOSPI index in South Korea opened up 0.45% on February 26, closing at 6,111.5 points.
4️⃣ Vitalik Has Sold 16,420 ETH, Cashing Out $32.84 Million
Vitalik has sold a total of 16,420 ETH, cashing out approximately $32.84 million, with an average transaction price of about $2,000, slightly exceeding the planned sale scale. The funds are used for Ethereum security, privacy, core development, and long-term ecosystem sustainability.
5️⃣ Circle Stock Price Surges Over 35%, USDC Nears Half of Stablecoin Trading Volume
Circle's stock price surged 35.47% after earnings, closing at $83.33; Q4 revenue and reserve income reached $770 million, a 77% year-over-year increase. USDC accounts for about 50% of stablecoin trading volume, with on-chain trading volume increasing over 250% YoY, and an expected annual compound growth rate of 40%.
6️⃣ ETHZilla Rebrands as Forum, Shifts Focus to RWA Tokenized Assets
ETHZilla has rebranded as Forum, shifting focus to cash flow-based RWA tokenized assets, with the stock price rising over 13% at one point. The company acquires mortgage portfolios and aircraft engines for tokenization, targeting an annualized return of over 10%. It currently holds about 69,802 ETH.
7️⃣ Jane Street Accused of Influencing Bitcoin ETF Price Mechanism, Analysis Cites Structural Issues
Some believe that the fading selling pressure related to Jane Street has driven Bitcoin's rebound. Analysts point out that Bitcoin ETF authorized participants hedge via futures, causing ETF fund inflows to be out of sync with spot buying, leading to price discovery favoring the futures market. This mechanism is legal and widely used in the industry.
8️⃣ MetaMask Partners with Hyperliquid to Launch Arbitrary Token Collateralized Contract Trading
MetaMask has partnered with Hyperliquid, allowing users to directly use any tokens in their wallet as collateral to open long and short positions on Hyperliquid.