Crypto Crossroads: Major Earnings, Macro Shifts, and AI’s Digital Asset Impact This Week

As the week of February 23, 2026, dawns, the digital asset landscape braces for a confluence of pivotal events. From the quarterly disclosures of industry giants like Circle Internet and leading crypto miners to the broader macroeconomic currents and the ever-expanding shadow of artificial intelligence, investors and enthusiasts alike are on high alert. This edition of Crypto Week Ahead provides an indispensable guide to the critical developments poised to shape the market.

A Week of Pivotal Earnings: Crypto, AI, and Stablecoins Under the Microscope

The spotlight this week shines brightly on a series of crucial earnings reports from key players in the crypto and tech sectors. These announcements are not merely financial updates; they offer a window into the evolving strategies and underlying health of the digital economy.

Crypto Miners Embrace Diversification

Leading the charge are prominent crypto miners such as MARA Holdings (MARA) and Hut 8 (HUT)

. Their earnings calls are expected to delve into their ongoing diversification efforts, particularly their strategic pivots towards high-performance computing centers and robust support for artificial intelligence initiatives. This trend underscores a broader industry shift, as miners seek to leverage their substantial infrastructure beyond pure cryptocurrency extraction.

Nvidia: The AI Powerhouse and Crypto Bellwether

Adding another layer of intrigue, Nvidia (NVDA)

, the undisputed titan of AI chip manufacturing and the world’s largest publicly traded company by market capitalization, is slated to report its earnings on Wednesday. Nvidia’s performance is a critical indicator not only for the AI industry but also for the crypto sector, given the historical reliance of mining operations on its powerful GPUs.

Circle Internet and the Stablecoin Frontier

Also on Wednesday’s agenda is Circle Internet (CRCL)

, the issuer behind USDC, the second-largest stablecoin by market cap. Circle’s results will provide valuable insights into the health and growth trajectory of the stablecoin ecosystem, a foundational pillar of decentralized finance.

Macroeconomic Currents: Fed Speeches and Geopolitical Tensions

Beyond the immediate crypto sphere, broader macroeconomic forces are set to exert significant influence. A series of speeches from U.S. Federal Reserve policymakers will be closely scrutinized for any hints regarding future monetary policy. Furthermore, the resumption of U.S.-Iran talks in Geneva on Thursday, amidst escalating military preparations from both sides, introduces a geopolitical wildcard that could ripple through global markets, including digital assets.

Key Crypto Events on the Horizon

The coming days also feature several significant developments within the blockchain ecosystem:

• Feb. 23: Alchemy Chain’s testnet is scheduled to go live, marking a new phase for the project.
• Feb. 25, 1 p.m. ET: SwissBorg promises its “biggest keynote ever,” hinting at major announcements.
• Feb. 25, 1 p.m. ET: Hedera mainnet is set for an upgrade to version 0.7, enhancing its capabilities.
• Feb. 27: The Sandbox Season 7 kicks off, bringing new experiences to the metaverse.

Decentralized Governance in Action: DAO Updates

Decentralized Autonomous Organizations (DAOs) continue to shape the future of their respective protocols through active governance:

• Feb. 23: DYdX Foundation hosts its February analyst call.
• Feb. 26: Lido DAO holds a tokenholder update call.
• Feb. 26: Maple Finance hosts an investor call.
• Uniswap DAO: Voting concludes Feb. 23 on enabling protocol fees across all V3 pools and eight layer-2 networks.
• ZKsync DAO: Voting ends Feb. 23 on allocating $4.1 million in ZK tokens for the 2026 audit reimbursement program (ZARP v2).
• GMX DAO: Voting concludes Feb. 24 on a proposal to neutralize CEX supply overhang, restructure liquidity, set a temporary $5 buy-wall, and pause staking rewards until the token price reaches $90.
• The Sandbox DAO: Voting is underway to pause operations and transfer control to a new entity.

Detailed Watchlist: Dates and Times (All times ET)

Macroeconomic Indicators

• Feb. 23, 8:00 a.m.: Fed Governor Christopher Waller speech on economic outlook.
• Feb. 23, 10:00 a.m.: U.S. Dallas Fed Manufacturing Index for February (Prev. -1.2).
• Feb. 24, 8:15 a.m.: U.S. ADP employment change weekly (Prev. 10.25K).
• Feb. 24, 9 a.m.: S&P Case-Shiller home price YoY (Prv. 1.4%).
• Feb. 24, 10:00 a.m.: U.S. CB consumer confidence est. 86 (Prev. 84.5).
• Feb. 24, 1:00 p.m.: U.S. money supply for January (M2) (Prev. $22.4T).
• Feb. 25, 5:00 a.m.: Eurozone core inflation rate YoY final est. 2.2% (Prev. 2.3%).
• Feb. 25, 4:30 p.m.: U.S. Fed balance sheet for week ending Feb. 25 (Prev. $6.61T).
• Feb. 25, 8:30 p.m.: Bank of Japan Board Member Hajime Takata speech.
• Feb. 26, 8:30 a.m.: U.S. initial jobless claims for week ending Feb. 21 (Prev. 206K).
• Feb. 26, 10:00 a.m.: U.S. Fed Vice Chair Michelle Bowman testifies before Senate Committee.
• Feb. 26, 6:50 p.m.: Japan Tokyo core CPI YoY for February est. 2% (Prev. 2%).
• Feb. 27, 8:00 a.m.: German inflation rate YoY prelim. for February (Prev. 2.1%).
• Feb. 27, 8:30 a.m.: U.S. PPI MoM for January est. 0.3% (Prev. 0.5%); Core PPI MoM est. 0.3% (Prev. 0.7%).
• Feb. 27, 8:30 a.m.: U.S. PPI YoY for January est. 2.9% (Prev. 3%).
• Feb. 27, 8:30 a.m.: Canada GDP growth rate annualized for Q4 (Prev. 2.6%); QoQ (Prev. 0.6%).

Earnings Reports (Estimates based on FactSet data)

• Feb. 24: Cipher Mining (CIFR), pre-market, $0.03.
• Feb. 25: Circle Internet (CRCL), pre-market, $0.16.
• Feb. 25: Core Scientific (CORZ), post-market, -$0.18.
• Feb. 25: Hut 8 (HUT), pre-market, -$0.13.
• Feb. 25: Nvidia (NVDA), post-market, $1.50.
• Feb. 26: MARA Holdings (MARA), post-market, -$0.11.
• Feb. 26: TeraWulf (WULF), post-market, -$0.15.
• Feb. 26: American Bitcoin (ABTC), pre-market, $0.01.
• Feb. 26: Figure Technologies (FIGR), post-market, $0.20.
• Feb. 26: Sui Group (SUIG), post-market, $0.01.
• Feb. 26: Block (XYZ), post-market, $0.49.

This week promises to be a dynamic period for digital assets, influenced by corporate performance, technological advancements, and the broader global economic and political landscape. Staying informed will be key to navigating these complex waters.

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