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Glonghui, February 26｜Sydney-based hedge fund GCQ Funds Management stated that the sell-off in software stocks has bottomed out, and it has taken advantage of the pullback to buy about AUD 200 million (USD 143 million) worth of technology stocks. The fund sold some of its best-performing stocks, including shares of European luxury goods companies, to shift its focus to heavily hit software stocks. Chief Investment Officer Doug Tynan said that in recent weeks, the fund has mainly bought Microsoft, accounting software company Intuit Inc, and industry giant SAP SE. Recently, technology companies have been caught up in the so-called "AI panic trading." After a series of new moves by some startups, including Anthropic PBC, the market has once again raised doubts about the short-term prospects of the sector. Earlier this week, little-known Citrini Research outlined in a blog post a scenario where rapid AI progress could bring about dramatic shocks, further raising concerns about the vulnerability of the software industry in the face of rapid AI development and deepening the decline.

According to Odaily, market data shows that the price of bitcoin is now above the 200-week exponential moving average, which currently sits at $68,338. Analysis by Rekt Capital points out that bitcoin is being suppressed by this trendline, and the latest rebound may develop into a "post-breakdown EMA retest confirming new resistance." The market is closely watching the liquidity cluster above $72,000, with expectations of a possible "liquidity sweep" scenario. If the bulls successfully reclaim the key moving average and confirm it with a weekly close, $80,000 may become the next target price. AlphaBTC analysis states: "Bitcoin's liquidity hunt has just begun. Once a new bearish catalyst emerges, higher price levels are expected to be tested in the coming weeks." (Cointelegraph)

Jinse Finance reported that at the Strategy World 2026 conference held in Las Vegas, USA, bitcoin treasury company Strategy announced several key developments under the theme "Freedom by Design," introduced the vision of the "Agentic Enterprise," and declared the end of the traditional enterprise software era. In his keynote speech, Strategy President and CEO Phong Le stated that traditional enterprise software, business intelligence (BI), and data warehouse systems can no longer meet the needs of the new era, and will be replaced by a new paradigm centered on AI and enterprise sovereignty. Strategy also revealed that it is developing the "AI-Generated Ontologies" feature, which can automatically map internal enterprise relationship structures to form a real-time updating "digital twin" for AI reasoning and decision-making. Strategy Executive Chairman Michael Saylor positioned bitcoin as "Digital Capital," calling it the ultimate reserve asset of the 21st century. As of February 24, 2026, Strategy has built a "fortress balance sheet" worth $45 billions to support its technology innovation strategy for the next 30 years.