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The Week That Was

Executive Summary

The final week of February 2026 was characterized by a fundamental shift in Bitcoin’s market structure, driven by severe geopolitical escalation in the Middle East and a restrictive U.S. macroeconomic environment. Despite brief rallies following institutional rebalancing and the State of the Union address, Bitcoin faced a net monthly decline of 17.84%, closing the month near the $63,000 level.

Critical takeaways include:

* De-risking Sentiment: Bitcoin continues to trade as a high-beta technology proxy rather than “digital gold,” selling off sharply in response to military…

The skinny

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