Data: The crypto market rebounds across the board, with the DeFi sector leading gains of over 4%

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.

Six reasons why Bitcoin is not heading into a bear market based on long-term adoption trends from market prices

Bitcoin prices are declining, and market sentiment is subdued, but adoption and holding structures continue to grow. Institutional investor participation is increasing, indicating a shift toward long-term value-driven markets. Banks and corporations are gradually adopting Bitcoin, and payment infrastructure is expanding, with the global regulatory environment becoming more open. Overall, the Bitcoin market is shifting from speculation to long-term allocation, and future prospects are optimistic.

XRP Nears Golden Ratio Support, Analyst Confident Bounce Is Likely: Key Levels Revealed

XRP price is sitting in a tense spot. The price is trading near $1.31 after a fresh dip, yet the mood around this level feels different from prior selloffs. Bitcoin dropped about 4.4% during the same stretch, and XRP fell less than 3%; this relative strength has caught

Make-or-Break Moment for Dogecoin (DOGE): Can It Defend $0.090 or Face a Deeper Slide?

Dogecoin trades at $0.091, with significant trading volume of $853M. Despite a modest gain, bearish momentum persists, indicating potential price drops unless a bullish reversal occurs. Key indicators suggest weak sentiment and selling pressure.

Tonight, Circle and NVIDIA will release their earnings reports. Will AI narratives once again "support" the crypto market? This becomes the focus.

The issuer of the US dollar stablecoin USDC, Circle, and NVIDIA will release their earnings reports on February 25th before the market opens and after the market closes, respectively. The market is watching how their performance will impact risk assets. NVIDIA's stock price has been stagnant amid fluctuations, and Wall Street is concerned about the short-term pressure behind the earnings report. Investors are assessing the relationship between AI, semiconductors, and stablecoins, and are looking forward to the market reaction to the earnings reports.

Trump's State of the Union address did not mention Bitcoin and cryptocurrencies, and the market's expectations were disappointed, causing intense price volatility.

February 25 News, U.S. President Trump did not mention Bitcoin, blockchain, or cryptocurrency policies in his important policy speech (State of the Union Address) in February 2026, sparking significant attention in the crypto market. Previously, most investors expected Trump to signal regulation of digital assets, financial innovation, or the development of the crypto industry. Therefore, his "avoidance of mentioning cryptocurrencies" quickly became a key variable for traders interpreting macro sentiment. From the content of the speech, Trump mainly focused on economic growth, employment, border security, and national security issues, without touching on any policy directions related to digital assets. This silence surprised some supporters of the crypto industry. Over the past two years, Trump has expressed a positive attitude toward Bitcoin and digital finance multiple times and supported crypto-related projects, leading the market to view him as a potential "crypto-friendly" politician.