Crypto Macro News and Global Policy Updates

Barclays Bank is actively exploring entry into the blockchain space, considering tokenized deposits and stablecoin payments, and has inquired with multiple technology providers. A partnership could be confirmed as early as April. This move marks a further development in the bank's integration of crypto finance, reflecting its gradual advancement of existing crypto strategies.

Bitcoin fell back to $65,850 under the influence of US PPI data. As Morgan Stanley actively invests in digital assets and the effectiveness of US anti-fraud enforcement becomes evident, market sentiment has been hit. The rise in PPI has sparked inflation concerns, affecting US stock performance and leading to liquidity shortages in Bitcoin and other cryptocurrencies.

Former Mt. Gox CEO Karpelès proposes a hard fork of Bitcoin to recover approximately 79,956 Bitcoins stolen in 2011. The proposal suggests adding consensus rules to allow funds to be returned to creditors through court proceedings, but it faces concerns about undermining Bitcoin's immutability and the risk of chain splits. This proposal is currently mainly to spark discussion and has not been implemented.

Bitcoin today fell due to the US January PPI data exceeding expectations, the bankruptcy of UK MFS triggering credit panic, and pressure on tech stocks. The rise in core PPI has intensified inflation concerns, and uncertainty in Federal Reserve policies has increased. $64,000 is a key support level; a break below could potentially trigger deeper liquidity issues.

Bitcoin’s notorious four-year boom-and-bust cycle may be losing its grip as institutional demand, deeper liquidity, and shifting ownership patterns reshape market dynamics, potentially redefining how investors position bitcoin in long-term portfolios, according to Fidelity’s analysis. Fidelity: B

Former Mt. Gox CEO Karpelès proposes recovering the 79,956 BTC stolen in 2011, worth approximately $5.2 billion, through a Bitcoin hard fork. The plan allows funds in specific addresses to be managed under new rules to repay creditors, but it requires coordination across the entire network and carries a risk of division.

ChainCatcher News, according to Gate Market Data, the Dow Jones Industrial Average closed down 521.28 points on February 27 (Friday), a decrease of 1.05%, at 48,977.92 points; the S&P 500 Index closed down 29.98 points, a decrease of 0.43%, at 6,878.88 points; the Nasdaq Composite Index closed down 210.17 points, a decrease of 0.92%, at 22,668.21 points.

Odaily Planet Daily reports that according to Gate data, spot silver has risen above $94/oz, up 6.48% intraday. Spot gold has surpassed $5250/oz, up 1.26% intraday, reaching a new high since January 30.

Gate News bot message, newly launched XRP and SOL ETFs continue to attract institutional capital, with holdings steadily growing and already crossing 1% of circulating supply. Against this backdrop, BTC ETF holdings have declined from 6.84% to 6.18%, and ETH holdings have decreased from 5.49%.

Gate News bot message, according to the latest ETF data released on February 27, Bitcoin ETFs recorded a daily net inflow of 5,445 BTC (approximately $360.87 million), with a weekly net inflow of 13,053 BTC (approximately $865.15 million). Ethereum ETFs showed a daily net inflow of 24,359 ETH (app

ChainCatcher message: According to Gate market data, U.S. stocks continue to decline, with the S&P 500 index down 1.01%.

The US stock market opened lower, with the Dow Jones down 0.75%, the S&P 500 down 0.82%, and the Nasdaq down 1.2%. Netflix rose 10.83% after exiting the acquisition race, while Amazon fell 0.44% announcing a $50 billion investment to collaborate with OpenAI.

ChainCatcher reports that, according to Gate market data, Microsoft stocks in the US pre-market are down 2.4%, Alphabet's stock price has decreased by 0.7%, and Amazon's stock price has fallen 0.9% pre-market.

The U.S. Securities and Exchange Commission (SEC) announced on February 19 that broker-dealers can apply a 2% discount when calculating net capital for payment stablecoins. This move helps integrate stablecoins into the mainstream financial system. The change stems from the GENIUS Act, which sets clearer regulations for stablecoin issuance. This policy not only reduces costs for broker-dealers but also promotes the acceptance of digital assets, paving the way for the future development of financial services.

PANews February 27 News, according to The Bitcoin Historian, Jack Dorsey's payment company Block, Inc. has just disclosed that it increased its holdings by 340 Bitcoins in Q4 2025, worth $22 million.

Gate News bot message: According to the latest Gate TradFi data, VIX has risen by 3% in the short term, with current volatility significantly higher than recent average levels, indicating increased market activity.

Gate Research Institute's report indicates that by January 2026, the cryptocurrency market's stablecoin market capitalization will be highly concentrated, with Ethereum accounting for half and Tron in second place. Rising gold and silver prices will drive the growth of tokenized commodities, with a market value surpassing $5 billion. In January, the Web3 industry completed 53 funding rounds, raising a total of $1.82 billion, primarily directed toward blockchain services. Contract vulnerabilities have become the main security risk, with Step Finance losing $40 million due to supply chain attacks.

_Iran supplies 2–5% of Bitcoin hashrate. A grid outage could cut global mining power and slow block times until difficulty adjusts._ Bitcoin markets are watching oil and regional security risks, yet little attention is on Iran’s role in global Bitcoin mining. Iran contributes an estimated 2