Market Report: Top 5 cryptocurrencies by decline on February 11, 2026, with the largest drop being MYX Finance

Weekly Strategy Report February 26, 2026

This week, the cryptocurrency market rebounded strongly, with the total market capitalization rising back to $2.35 trillion, and BTC and ETH increasing in tandem. Market sentiment improved, ETF funds shifted to net inflows, and the derivatives market remained active. The return of institutional funds and the advancement of compliance development supported the rebound. In the short term, caution is needed regarding volatility after overbought conditions, while in the long term, focus on opportunities in mainstream public chains and compliant tokens.

Kalshi Bans MrBeast Staff Member in Insider Trading Investigation

Kalshi suspended a MrBeast employee for insider trading linked to private show details and penalized another user for publicizing a self-bet. This emphasizes the increasing scrutiny and regulations against market manipulation in prediction markets.

Countdown to U.S. Senate Crypto Bill: Probability of CLARITY Act Passing Rises to 69%, Stablecoin Yield Dispute Becomes a Key Variable

The U.S. Senate Democrats are discussing the advancement of the "CLARITY Act," aimed at clarifying the regulatory responsibilities of the SEC and CFTC and establishing a compliance framework for digital assets. There are bipartisan disagreements over stablecoin yield rules, with Democrats emphasizing investor protection and Republicans supporting innovation. a16z highlights the importance of the bill for maintaining U.S. leadership. The legislative progress is influenced by the regulation of tokenized assets and DeFi frameworks, but market expectations for the bill's passage are rising.

Aave lending and borrowing volume surpasses $1 trillion. Is the AAVE price of $117 undervalued?

The decentralized lending protocol Aave's total lending transaction volume has surpassed $1 trillion, becoming the first DeFi platform to reach this scale. The current TVL is approximately $27.2 billion, leading competitors. Aave Labs plans to launch the institutional-focused Aave Horizon, using real-world assets as collateral, but community governance is divided. AAVE is currently priced at about $117, and analysts remain cautiously optimistic about future developments.

Circle stock price surges 35% in a single day, with the surge in USDC circulation and reserve income driving the biggest push

Circle Internet Group stock surged 35.5% due to better-than-expected Q4 earnings. The 72% increase in USDC circulation drove revenue and reserve income higher. The company is strengthening business expansion and partnerships despite facing interest rate and regulatory risks. Investors are paying attention to future policy developments and macroeconomic data impacts.