Schmidt: Inflation remains a key issue for the Federal Reserve, with no clear stance on monetary policy response

In Q4 2025, Bitcoin ETF sales reach 25,000 units, revealing hedge fund strategic adjustments

On February 25, news reports indicated that the Bitcoin market experienced volatility in the fourth quarter, with hedge funds and financial advisors becoming the main selling forces. Analyst James Seyffart pointed out that institutions reduced approximately 25,000 Bitcoins through Bitcoin ETFs, demonstrating a cautious asset management strategy at the end of the year. This reduction is not a panic move but a strategic adjustment by institutions based on risk control and profit locking. As macroeconomic uncertainties increase, with fluctuating interest rate expectations and changes in government bond yields, funds are choosing to reduce exposure to high-beta assets to maintain portfolio stability.

Wall Street plans to purchase 829,000 Bitcoins in 2025, marking BTC's entry into the mainstream financial era

February 25 News, Bitcoin is迎来 a new era of institutional adoption. Reports show that by 2025, Wall Street institutional investors will have accumulated 829,000 Bitcoins, marking a shift of Bitcoin from a fringe speculative asset to a strategic reserve asset. Large asset management firms, hedge funds, and corporate finance departments are all incorporating Bitcoin into their long-term asset allocations, highlighting confidence in its scarcity and potential value. The large-scale purchases by institutional investors are driven by inflation pressures, macroeconomic uncertainties, and the gradually clarifying regulatory framework. Bitcoin's fixed supply of 21 million coins provides predictability for investment portfolios, while transparent cryptocurrency custody and tax policies reduce barriers to institutional participation. This strategic buying not only reflects trust in digital gold but also prompts a structural reallocation of capital within investment portfolios.

USDT market capitalization declines for two consecutive months; weakening stablecoin liquidity may hinder Bitcoin and the crypto market recovery

February 25 News, the world's largest stablecoin USDT's market capitalization has once again shown signs of contraction, declining for the second consecutive month, prompting a reassessment of liquidity and capital strength in the crypto market. The latest data shows that USDT's market cap has decreased by approximately 0.8% this month to $183.6 billion, a significant pullback from the previous all-time high of $186.8 billion, continuing the downward trend from January. This consecutive shrinking is relatively rare since the stablecoin trust crisis in 2022, leading to a more cautious market sentiment. Stablecoins have long been regarded as the "capital reservoir" of the crypto market, with their size changes often directly reflecting off-chain capital inflows or outflows. Analyst Rachael Lucas pointed out that a reduction in stablecoin supply usually indicates a decline in market purchasing power. When liquidity tightens, the upward momentum of mainstream assets is also suppressed. The current weakening of USDT's market cap has been interpreted by some institutions as an important signal that capital has not yet flowed back into crypto assets on a large scale.

Stripe Co-Founder predicts AI agents and stablecoins will reshape e-commerce payments

PANews February 25 News, according to Solid Intel, co-founders of Stripe expect that in the future, there will be a large number of e-commerce activities driven by AI agents. These "smart agents" will automatically place orders, make payments, and settle on behalf of users or businesses, primarily operating on stablecoins and high-throughput blockchains.

Trump's State of the Union address made no mention of cryptocurrencies and did not signal a rate cut, with high interest rate expectations suppressing Bitcoin and risk assets.

On February 25, U.S. President Trump delivered a nearly two-hour State of the Union address, setting a record for the longest in history. Although the speech covered core topics such as taxation, artificial intelligence, tariffs, and inflation, it completely omitted any mention of cryptocurrency policies or digital asset regulation. This stance was interpreted by the market as a lack of clear policy catalysts for the crypto industry in the short term. Despite his children Donald Trump Jr. and Eric Trump being deeply involved in crypto projects like World Liberty Financial, digital assets have yet to enter the official policy narrative framework. On a macro level, Trump defended tariff policies in his speech and expressed dissatisfaction with relevant Supreme Court rulings, while also signaling that tariffs would be maintained through other legal channels. However, the repeated adjustments of tariff rates from 10% to 15% have increased trade policy uncertainty. The European Union has paused trade agreement progress, and India has delayed negotiations, leading to a rise in global macro risk premiums, which directly impacts the valuation logic of risk assets.