Bitcoin price rebounds after Nvidia earnings and ETF inflows

Brian McGleenon

Updated Thu, 26 February 2026 at 6:45 pm GMT+9 2 min read

In this article:

BTC-USD

+4.71%

ETH-USD

+8.50%

NVDA

+1.41%

IBIT

+7.39%

^GSPC

+0.81%

The cryptocurrency market staged a sharp turnaround over the past 24 hours, with bitcoin (BTC-USD) and major altcoins rebounding after weeks of heavy losses that had seen the world’s largest digital asset fall roughly 50% from its October all-time high above $126,000.

**Read more: **Crypto live prices

The rebound comes as US spot bitcoin (BTC-USD) exchange-traded funds (ETFs) recorded fresh net inflows, while better-than-expected earnings from Nvidia (NVDA) offered a tentative boost to risk sentiment across global markets, even as investors remain cautious.

Bitcoin (BTC-USD) was trading around $67,900, up 4.4% over the past 24 hours. Ether (ETH-USD) climbed 8.5% to about $2,053 over the same period. The total cryptocurrency market capitalisation rose 4.3% to $2.42tn, according to Coingecko data.

ETF inflows return

On Wednesday, US spot bitcoin (BTC-USD) ETFs recorded total net inflows of $507m, a notable reversal after recent outflows. BlackRock’s (BLK) iShares Bitcoin Trust (IBIT) led the way, posting the largest single-day net inflow at $297m.

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Spot ethereum ETFs also saw renewed interest, with total net inflows of $157m. Fidelity Investments’ Fidelity Ethereum Fund (FETH) recorded the largest single-day inflow among ether (ETH-USD) products at $61.94m.

NasdaqGM - Delayed Quote • USD

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39.23 +2.70 (+7.39%)

At close: 25 February at 16:00:02 GMT-5

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The renewed demand for regulated crypto investment vehicles comes as broader equity markets were buoyed by strength in AI-related stocks.

Nvidia beats expectations

Shares of Nvidia (NVDA) edged higher in after-hours trading after the chipmaker once again topped Wall Street expectations, though gains were measured as investors digested the results.

The company reported fourth-quarter revenue of $68.1bn, up 73% year-on-year. Its data centre division generated $62.3bn, accounting for the vast majority of total sales, as demand for AI-focused chips remained strong.

**Read more: **Why stablecoins could power the AI agent economy

AI infrastructure and semiconductor stocks had already been supporting broader equity markets ahead of the release, helping lift major US indices including the S&P 500 as investors looked for confirmation that demand for advanced AI hardware remains resilient.

NasdaqGS - Delayed Quote • USD

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195.56 +2.71 (+1.41%)

At close: 25 February at 16:00:03 GMT-5

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Risk sentiment lifts crypto

The broader risk-on tone appeared to spill over into digital assets and crypto-related equities, which have struggled in recent weeks alongside high-growth technology stocks.

**Read more: **Gold prices to hit $6,300 by end of year, says JPMorgan

On-chain data also highlights how sharply cryptocurrency market sentiment had deteriorated before this rebound. At one point earlier this week, just 52.76% of bitcoin’s (BTC-USD) circulating supply was in profit, down from effectively 100% in early October, when nearly every holder was sitting on gains.

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The subsequent correction has reset positioning across the market. Stronger ETF flows and firmer AI-driven equities have supported the rebound, though volatility persists.

Read more:

**Stablecoins: A deep dive into what they are and the risks**

**What is a spot bitcoin ETF and why it has sparked a crypto rally?**

**Why the bitcoin trade 'is too large to ignore'**

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