Tuesday February 23, 2026
I am focusing on two short term catalysts to shape the direction of markets.
Tonight’s State of the Union address will influence fiscal expectations, regulatory tone, and geopolitical posture.
Then tomorrow, Nvidia reports. This will be a critical signal for AI demand, data center capex, and broader risk appetite.
Together, these events should set the tone for equities and tech leadership in the weeks ahead.
◾ Trump considering Gaza stablecoin (FT)
◾ Canaan $CAN buys 4.4 EH/s from Cipher $CIFR for $40M (PRNewswire)
◾ Anthropic alleges China data scraping (WSJ)
Government & NGO Actions
◾ Fed seeks input on scrapping “reputational risk” in supervision (FederalReserve)
◾ Air Force Secretary backs USSF expansion (SpaceNews)
◾ USSF issues 15Y draft vision (AirandSpaceForces)
◾ Pentagon, Anthropic to discuss DOW deal (NYTimes)
◾ SEC okays intraday trading for WisdomTree $WT tokenized MMF (Reuters)
◾ Austria bans KuCoin (Fma.gv.at)
Financial Notices & Public Company Releases
◾ Operation updates:
Strategy $MSTR +592 BTC ($39M) | Total balance 717,722 BTC (SecFiling)
Bitmine Immersion $BMNR +51,162 ETH | Total balance 4,422,659 ETH (PRNewswire)
Hyperscale Data $GPUS BTC balance 605 (PRNewswire)
◾ SOL Global $SOL CEO out, interim named (Newsfile)
◾ CoinShares $CNSRF cuts BTC ETP fee to 0.15% (GlobeNewswire)
◾ Digital Currency X $DCX regains Nasdaq compliance (GlobeNewswire)
◾ K Wave $KWM regains Nasdaq compliance (GlobeNewswire)
◾ Solana Company $HSDT maps Asia buildout (GlobeNewswire)
◾ ProCap Financial $BRRR starts buyback (ProCapFinancial)
◾ CoinShares $CNSRF launches Hyperliquid Staking ETP at 0% fee (GlobeNewswire)
Restructuring, Hacks, Losses & Legal Updates
◾ Terraform Labs admin accuses Jane Street of insider trading (Bloomberg)
Crypto Protocols, Applications & Business News
◾ BackPack allocates 20% IPO equity to stakers (X)
◾ World Liberty Financial flags “coordinated attack” against USD1 (Bloomberg)
◾ Engie explores BTC miners at Brazilian solar farm (Reuters)
◾ RedotPay stablecoin targets $1B US IPO (Bloomberg)
◾ TRM, Finray partner on fiat crypto monitoring (TrmLabs)
◾ PayPal $PYPL draws takeover interest (Bloomberg)
◾ Crypto.com secures US Trust Bank charter (Crypto.com)
◾ Revolut user reports blackmail attempt (FinanceFeeds)
◾ NEAR rolls out wallet + super app (CoinDesk)
AI Models, Applications & Developments
◾ Amazon $AMZN commits $12B to LA data centers (CNBC)
◾ DeepSeek trained on Nvidia $NVDA chips (Reuters)
◾ Sify Infinit data centers seeks $4.2B India IPO (Bloomberg)
◾ Anthropic launches $6B secondary at $350B val (Bloomberg)
The Attention Economy, Gaming & Interactive Shifts
◾ GameSquare $GAME buys TubeBuddy AI platform (PRNewswire)
Space Systems, Satellites & Cosmic Activity
◾ AST Space Mobile $ASTS wins $30M communication pilot (Businesswire)