US Stock Circle (CRCL) Rises Against the Market by 7.47%

On February 27, per LookOnChain monitoring, a BlackRock ETF address is continuing to accumulate BTC. Over the past hour, the address has received 4,309 BTC from Coinbase—valued at $289.6 million.

February 27th: Per HTX market data, Ethereum has dropped below $2,000, now trading at $1,996.

February 27: Benchmark Reaffirms "Buy" Rating on Hut 8, $85 Price Target; 2026 Framed as "Year of Execution & Delivery" for AI Data Center Push Benchmark analyst Mark Palmer noted in the report that while Q4 performance was impacted by unrealized Bitcoin losses, Hut 8 is steadily evolving into a "power-first digital infrastructure platform" with a clearer long-term contracted cash flow path. Hut 8 posted a Q4 net loss of $301.8 million—primarily driven by a $401.9 million unrealized loss on digital assets—but hashrate revenue growth lifted year-over-year revenue nearly threefold to $88.5 million. Palmer identifies the 15-year, 245-megawatt IT lease with River Bend and Fluidstack (backed by Google’s financial support) as the core of his investment thesis: roughly $7 billion in underlying term commitments are pushing Hut 8’s valuation toward infrastructure-type multiples. Benchmark’s $85 price target stems from a sum-of-the-parts analysis covering: the River Bend lease, a pro

On February 26, per HyperInsight monitoring, the contract trading whale address "pension-usdt.eth" reopened a 3x BTC long position amid a crypto market downturn. After repeatedly adding to the position, the whale’s long position now stands at 533.7 BTC—valued at roughly $35.9 million. It is still placing orders to further expand the position.

February 26 – Per HyperInsight monitoring, crypto whale address "pension-usdt.eth" reopened a 3x leveraged long position on BTC amid the market pullback. The address currently holds a 122.34 BTC long position (valued at ~$8.2 million) and is still adding to the position with ongoing orders.

On February 26, on-chain yield protocol Resolv announced it has integrated the Janus Henderson Anemoy AAA CLO Fund (JAAA) into its on-chain asset allocation framework via RWA infrastructure platform Centrifuge, with a $100 million deployment cap. Resolv intends to leverage the asset with a maximum 80% Loan-to-Value (LTV) ratio through the Aave Horizon institutional instance to boost capital efficiency. JAAA invests in various tranches of AAA-rated Collateralized Loan Obligations (CLOs), backed by senior secured corporate loans with floating interest rates at the underlying level.