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

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.

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.

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.

Bitcoin rebounds back to $65,000: Weakening dollar + double bottom pattern battle, is it a 10% rise or a 25% drop at the critical point?

February 25 News, according to CoinDesk reports, as the US dollar weakens and risk appetite in Asian stock markets rebounds, the crypto market has shown a noticeable rally after several weeks. Bitcoin price has retaken the around $65,400 level, driving mainstream digital assets to recover in tandem. Market participants are generally focused on whether the current region constitutes a key technical support level and whether the "double bottom" pattern can be confirmed. On the macro level, the weakening of the US dollar index resonates with the strength of Asian stock markets, enhancing the appeal of risk assets. The MSCI Asia Index rose and hit new highs for the period, with South Korea and Taiwan stock markets performing strongly. Coupled with gains in AI-related stocks, market sentiment has improved. After US President Trump delivered the State of the Union address, the Bloomberg US Dollar Spot Index slightly declined, indirectly providing upward momentum for cryptocurrencies like Bitcoin.

Mastercard hires "Cryptocurrency Fund Flow Director"! Stablecoins threaten credit card revenue

Mastercard hired a "Director of Crypto Money Flows" on February 24, with responsibilities covering stablecoin-linked card issuance, DeFi payment expansion, and Web3 network protocol upgrades. Citrini Research's AI doomsday report warns that AI agents will bypass credit card transactions through stablecoins.