This week will be dominated by earnings reports from cryptocurrency-related companies, although the impact of the U.S. Supreme Court’s tariff decision on Friday could also ripple through the market.
Miners including MARA Holdings (MARA) and Hut 8 (HUT) are on the list and will drive discussions about diversifying high-performance computing centers and supporting artificial intelligence. Also on the artificial intelligence front, Nvidia (NVDA), a chipmaker in the AI industry and the world’s largest public company by market capitalization, reported earnings on Wednesday.
Circle Internet (CRCL), the issuer of the second-largest stablecoin USDC, is also on Wednesday’s list.
On the broader economy, a number of Fed policymakers are set to speak in the coming days. Don’t forget the US-Iran talks, which are set to resume in Geneva on Thursday despite both sides ramping up military preparations.
What to see
(All times are Eastern Time)
- cryptocurrency
- February 23: Alchemy Chain testnet is scheduled to go online.
- February 25th at 1pm: SwissBorg will host its “biggest keynote ever”.
- February 25, 1 pm: Hedera mainnet upgraded to version 0.7
- February 27: The Sandbox Season 7 begins.
- Macro
- February 23, 8:00 a.m.: Federal Reserve Governor Christopher Waller speaks on the economic outlook at the National Association for Business Economics.
- February 23, 10:00 am: Dallas Fed Manufacturing Index in February (previous value -1.2)
- February 24, 8:15 a.m.: U.S. ADP employment weekly change (previous 10:25)
- February 24, 9 a.m.: S&P Case-Shiller home prices increase year over year (actually up 1.4%)
- February 24, 10:00 am: US CB consumer confidence expected 86 (previous value 84.5)
- February 24, 1:00 pm: US money supply (M2) in January (previous value $22.4T)
- 5:00 a.m. on February 25: The annual core inflation rate in the euro zone is finally estimated at 2.2% (previous value: 2.3%)
- February 25, 4:30 p.m.: Fed balance sheet for the week ended February 25 (previous value $6.61)
- February 25, 8:30 p.m.: Bank of Japan board member Gen Takada speaks at a meeting with local leaders in Kyoto
- February 26, 8:30 a.m.: U.S. initial jobless claims for the week ending February 21 (previous value: 206,000)
- February 26, 10 a.m.: Federal Reserve Vice Chairman for Supervision Michelle Bowman testifies before the U.S. Senate Committee on Banking, Housing, and Urban Affairs.
- February 26, 6:50 pm: Tokyo, Japan’s core CPI in February is estimated to be 2% year-on-year (previous value: 2%)
- February 27, 8:00 am: German inflation rate preliminary year-on-year reading. February (previous value 2.1%)
- February 27, 8:30 am: US January PPI is expected to be 0.3% month-on-month (previous value: 0.5%); core PPI is expected to be 0.3% month-on-month (previous value: 0.7%)
- February 27, 8:30 a.m.: U.S. PPI in January is expected to be 2.9% year-on-year (previous value: 3%)
- February 27, 8:30 a.m.: Canada’s fourth-quarter GDP annualized growth rate (previous value: 2.6%); quarter-on-quarter (previous quarter: 0.6%)
- income (Estimate based on FactSet data)
- February 24: Cipher Mining (CIFR), pre-market, $0.03
- February 25: Circle Internet (CRCL), pre-market, $0.16
- February 25: Core Scientific (CORZ), post-market, -$0.18
- February 25: Hut 8 (HUT), pre-market, -$0.13
- February 25: Nvidia (NVDA), post-market, $1.50
- February 26: MARA Holdings (MARA), post-market, -$0.11
- February 26: TeraWulf (WULF), post-market, -$0.15
- February 26: American Bitcoin (ABTC), pre-market, $0.01
- February 26: Figure Technologies (FIGR), post-market, $0.20
- February 26: Sui Group (SUIG), post-market, $0.01
- February 26: Block (XYZ), post-listing, $0.49
Token event
- Governance votes and calls
- February 23: The DYdX Foundation held a February analyst conference call.
- February 26: Lido DAO holds an update call for token holders.
- February 26: Maple Finance hosts an investor conference call.
- The Uniswap DAO is voting to enable protocol fees across all V3 pools and 8 layer 2 networks. Voting ends on February 23rd.
- The ZKsync DAO is voting to allocate $4.1 million in ZK tokens for the 2026 Audit Reimbursement Program (ZARP v2) to fund prospective protocol security audits and retroactively reimburse eligible 2025 costs. Voting ends on February 23rd.
- The GMX DAO is voting to eliminate the CEX oversupply by restructuring liquidity, setting up a temporary $5 buy-in wall, and suspending staking rewards until the token price reaches $90. Voting ends on February 24th.
- The Sandbox DAO is voting to suspend operations and hand over control to the project team to realign with “The Sandbox 3.0.” The proposal currently faces opposition from about 98% of voters. Voting ends on February 25th.
- The Decentraland DAO is voting to create a customizable “profiteering lottery scenario” template for landowners. Voting ends on February 25th.
- The Unlock DAO is voting to delegate 2 million UP from the Treasury to seven active community members to reliably ensure a quorum for future proposals. Voting ends on February 26th.
- Unlock
- February 25: Humanity (H) unlocked 4.37% of its circulating supply, worth $17.71 million.
- February 28: Grass (GRASS) unlocked 13.15% of its circulating supply, worth $10.09 million.
- February 28: Jupiter (JUP) unlocked 7.94% of its circulating supply, worth $39.34 million.
- March 1: Unlocking 1.13% of its circulating supply, worth $40.97 million.
- Token issuance
