Gemini said cardholders can now use Bitcoin to pay their Gemini credit card balance. The update expands payment options for existing customers by allowing repayments directly in BTC through the card balance payment flow.

GameStop has published results for the fourth quarter and full fiscal year ended Jan. 31, 2026. Fourth-quarter net sales came in at $1.104 billion, down from $1.283 billion a year earlier, while net income edged to $127.9 million from $131.3 million. At quarter-end, cash, cash equivalents and marketable securities totaled $9 billion. The fair value of the company's Bitcoin holdings and related receivables was reported at $368.4 million. For the full year, net sales were $3.63 billion versus $3.823 billion in the prior-year period. Net income rose to $418.4 million, compared with $131.3 million a year earlier.

Bitcoin's appeal to many investors starts with what fiat money lacks: a hard cap on supply. While inflation steadily chips away at cash purchasing power, Bitcoin's issuance is fixed at 21 million coins. More than 20 million are already in circulation, leaving fewer than 1 million BTC to be mined through 2140. That scarcity backdrop is central to Strategy's (MSTR) latest $42 billion plan. Michael Saylor detailed the funding blueprint on X: a $21 billion MSTR at-the-market (ATM) equity program plus a $21 billion STRC preferred income security program. Combined, the two programs create a $42 billion pool earmarked for additional Bitcoin purchases. Strategy continues to add to its position. The company recently bought 1,031 BTC, lifting total holdings to 762,099 BTC—about 3.81% of Bitcoin's total supply. Alongside STRC's reported weekly trading volume of more than 16,000 BTC, analysts argue the plan could materially tighten available supply. One forecast suggests these efforts could effectively lock up as much as 2 million BTC from the market—a view that underscores the scale of potential supply pressure. Macro conditions are also amplifying the narrative. Bitcoin is up 6.24% this month while gold is down 16%, reinforcing the "store of value" framing. Analysts note the divergence is unfolding during an ongoing geopolitical conflict and marks the first significant gap since the post-election rally in Q4 2024, turning the Bitcoin-to-gold relationship into a closely watched sentiment gauge. Data cited by AMBCrypto shows the Bitcoin-to-gold ratio has climbed back to early February levels, rising nearly 30% this month. Over the same period, the geopolitical backdrop has helped push oil above $100 a barrel, signaling a shift in momentum away from traditional havens and toward digital assets. With on-chain accumulation already driving Bitcoin exchange reserves to multi-year lows, ETFs adding institutional demand, and macro uncertainty feeding the scarcity narrative, Strategy's $42 billion program could add fuel to a supply squeeze. Against that setup, analysts say even aggressive projections—including scenarios that contemplate $2 million per BTC—cannot be fully dismissed. Final Summary: Strategy's $42 billion Bitcoin plan leans into capped supply and declining exchange reserves, strengthening the "store of value" case in a macro-risk environment. Institutional buying, ETF-driven demand, and geopolitical shifts could intensify a supply squeeze, leaving high-end price targets such as $2 million per BTC within the realm of possibility.

Ireland's Criminal Assets Bureau (CAB) has gained access to a bitcoin wallet holding 500 BTC, marking its first concrete breakthrough in a broader case involving the seizure of bitcoin valued at about $378 million.

Bitcoin miner revenues slid 11% last month, but signs of forced selling remained limited. Exchange outflows increased just 1%, pointing to restrained distribution despite weaker profitability. VanEck data show miners' aggregate balances are down only 0.5% year over year, suggesting operators are largely holding onto reserves even as economics tighten and parts of the industry pivot toward AI.

Hostplus, one of Australia's largest pension funds, is weighing whether to let members gain exposure to Bitcoin and other digital assets. Bloomberg reports the fund, which oversees about $96 billion in assets and has 2.2 million members, is considering adding crypto exposure through its self-directed ChoicePlus investment option. A launch could come as soon as the next financial year, subject to regulatory approval. Chief Investment Officer Sam Sicilia said member demand is driving the review: "There's certainly a demand from some of our members who write in and say, 'Why can't I have access to cryptocurrency?'" The push is already visible in market behavior. Registrations for Self-Managed Super Funds in Australia rose nearly 70% in the 2024–2025 financial year, with many reportedly created specifically to buy Bitcoin because large funds have not offered it. Hostplus would not be the first mover. AMP added $BTC exposure via futures in May 2024. Still, the potential reach is significant: Australia's total superannuation pool is roughly AUD $4.5 trillion. As funds compete for members by offering crypto access, the debate is shifting from whether to participate to how quickly to move.

Bitcoin climbed above $70,000 as geopolitical tensions eased, pushing oil prices lower, according to Wintermute. The firm said ether (ETH) recorded all-time-high inflows, while gold posted its worst weekly performance since 1983.

Blockchain data shows 3,837 BTC, valued at $266,421,018, was transferred from Antpool to an unidentified wallet.

UPDATE: 14,100 BTC held by short-term investors has moved onto cryptocurrency exchanges.