ARB (ARB/USDT) remains in a pronounced downtrend as of Feb 10, 2026, trading near $0.11 after a roughly 6% 24h decline. Momentum is decisively bearish: RSI in the mid-20s (oversold), MACD negative, and price below EMA20/50/200. Recent volume (~$96M 24h) confirms selling pressure. Key supports: $0.1088 (near-term swing low / 0.618 Fib) and $0.0944 (lower channel boundary / weekly support). Immediate resistance cluster sits at $0.1178 (EMA20 intersection) and $0.15 (Supertrend / higher resistance). Correlation with Bitcoin is high (≈0.8–0.85); further BTC weakness — watch $68.3k and $62.9k — raises downside risk for ARB. Probabilities estimated from technicals: ~60% continuation lower, ~25% short-term bounce to $0.1178, ~15% sustained reversal. Trade guidance for traders: maintain a short bias or stay sidelined; avoid fresh longs unless ARB breaks above $0.1178 with convincing volume and RSI divergence. Suggested risk controls: stop-loss considerations below $0.1088 and small position sizing (1–2%). This view synthesizes earlier analysis (lower highs/lows, EMA20 resistance) with updated volume and probability estimates; it is informational and not investment advice.
Asian currencies strengthened broadly as the US dollar retreated ahead of key economic data, led by the Japanese yen which retained election-driven gains. The dollar index fell about 0.4% to 103.85, its lowest in two weeks, while US 10-year yields slipped to roughly 4.15%. Regional moves included the yen up ~1.2% at 154.20, the Korean won +0.8% (near three-week best), Singapore dollar +0.5%, Indonesian rupiah +0.6%, and offshore Chinese yuan +0.3%. Market drivers were revised Fed policy timing, improved risk sentiment, technical unwinding of dollar longs, and lower Treasury yields. Japan’s ¥9.8 trillion intervention in late April–May and political stability after elections created a psychological barrier near 155 per dollar and reduced speculative yen shorts by ~30% (CFTC data). Traders are focused on the US PCE inflation release, revised US GDP and jobless claims, plus regional data (China PMI, Tokyo CPI, South Korea industrial production). Analysts note markets price significant Fed easing probabilities and that Asian FX remains sensitive to US surprises. Implications: stronger Asian currencies ease imported inflation and debt servicing costs but strain export competitiveness. Central banks are using calibrated interventions and communication to manage volatility. For traders: monitor US PCE and Treasury yields, BoJ signals, yen technical levels around 155, and flows into high-yielding Asian assets — these will drive short-term FX and risk-sensitive crypto pairs exposure.
Neutral
Asia FXJapanese YenUS PCECurrency InterventionTreasury Yields
Billionaire Ray Dalio told Tucker Carlson that central bank digital currencies (CBDCs) are likely inevitable and will concentrate government control over financial activity by removing transaction privacy and enabling tools such as direct taxation, capital controls and politically driven account freezes. Dalio expects CBDCs will probably not pay interest and warned they could weaken the dollar’s purchasing power. The report cites Atlantic Council data: Nigeria, Jamaica and the Bahamas have fully launched CBDCs; 49 countries (including China, Russia, India and Brazil) are piloting; 20 are developing; 36 researching. It also notes the Reserve Bank of India has proposed BRICS CBDC integration and cites a U.S. executive order (January 2025) banning a U.S. CBDC issuance and use, making near-term U.S. rollout unlikely. Paired market commentary examines Raydium (RAY): price near $0.61, 24h volume about $1.43M, bearish trend with RSI ~27–28 (oversold). Key technical levels: supports $0.50–$0.58, resistances $0.62–$0.79, pivot $0.6113, EMA20 ~$0.7632. Analysts suggest CBDC debate could increase interest in privacy-focused DeFi tokens like RAY. Short-term bounces are possible from nearby supports, but the overall downtrend and low-volume conditions indicate continued downside risk. This is market commentary and not investment advice.
Forbes and Arkham Intelligence data show Binance holds roughly $4.7 billion — about 87% — of the USD1 stablecoin’s $5.4 billion circulating supply. USD1 is issued by World Liberty Financial, a venture linked to former U.S. President Donald Trump; affiliated entities hold large WLFI stakes and Trump reportedly earned $57.4 million from the project. Binance’s holdings span exchange-controlled wallets and user balances and increased since late 2025 through promotions, token airdrops (including a $40m WLFI distribution), a $2bn MGX investment that channelled USD1 into Binance custody, and conversion of former BUSD reserves into USD1. Analysts and security researchers warn that such heavy concentration on a single exchange creates custody, counterparty, governance and transparency risks — especially if wallets are frozen during legal action, technical outages, or platform stress. Regulatory context: Binance limited U.S. customer access after a 2023 settlement; the SEC withdrew a 2025 suit shortly after USD1 was listed. Binance and World Liberty deny improper ties; World Liberty says promotions were standard practice. Key trader takeaways: the USD1 concentration heightens counterparty and custody risk, could amplify liquidity shocks or sudden freezes, may raise volatility tied to political connections, and could attract greater regulatory scrutiny. Traders should reassess exposure to USD1, review counterparty risk controls, and monitor on-chain flows and exchange custody actions.
Bearish
BinanceUSD1stablecoin concentrationWorld Liberty Financialcustody and counterparty risk
Key crypto and macro updates: Trump touted a 15% growth target for a potential Fed under nominee Kevin Walsh, increasing political pressure on the Fed. Fed Governor Christopher Waller said a “streamlined master account” proposal may be finalized by year-end and noted that recent sell-offs have cooled crypto enthusiasm tied to the current US administration. Hong Kong broker Victory Securities suspended crypto trading for mainland Chinese ID users, keeping withdrawals only. Crypto.com will roll out ai.com products to queued users within 48 hours. MrBeast is acquiring teen banking app Step. Coinbase’s Base App will end its creator rewards to focus on tradable assets. CME launched ADA, LINK and XLM futures. MegaETH mainnet and front-end The Rabbithole went live. Backpack published a 1B-token tokenomics plan (25% TGE). Bitwise listed five crypto ETPs on Borsa Italiana. TON Foundation released TON Pay SDK to accept crypto payments in Telegram. Binance Alpha announced a COAI airdrop and Binance Wallet opened a Prime Sale Pre-TGE for Espresso (ESP). Stripe is arranging an offer to reach a $140B+ valuation. Market moves: Strategy (Michael Saylor) bought 1,142 BTC (~$90M); Bitmine bought ~40,613 ETH in one week; Metalpha may allocate up to 20% of annual net profit to BTC; miner Cango sold 4,451 BTC for ~$305M in USDT to repay loans. Bernstein reaffirmed a $150k BTC 2026 target; market fear index hit historic lows (extreme fear). On-chain flows: large wallets (1k–100k BTC) bought ~40k BTC; addresses holding RVV moved 53.54% of supply ahead of delisting; Hyperliquid’s nominal volume surpassed Coinbase. Major stablecoin/treasury notes: USDC minting on Solana; Forbes reported Binance holds ~87% of USD1 circulating supply. Multiple listings, product launches and fundraising reports (Backpack seeking $50M at $1B pre-money). Overall, the updates span regulation, exchanges, institutional flows and product launches with direct trading implications for BTC, ETH and several altcoins.
Ethereum co‑founder Vitalik Buterin outlined an updated vision for Ethereum×AI, highlighting four development priorities and two non‑negotiable red lines. The two red lines are: 1) preserve human freedom and agency (avoid AI displacing humans or concentrating unassailable power), and 2) prevent catastrophic systemic failure (guard against AGI doomsday or attack scenarios where offense overwhelms defense). The four strategic areas for Ethereum in an AI world are: 1) trustless, privacy‑preserving human‑AI interactions (local LLMs, ZK proofs for API calls, cryptographic privacy); 2) Ethereum as the economic layer for AI (on‑chain payments, robot‑to‑robot hiring, collateral, dispute resolution, ERC‑8004 identity/reputation/attestation registry — launched Jan 29, with >24,549 AI agents registered in under two weeks); 3) realizing cypherpunk ideals via AI (local verification, AI auditing of smart contracts and dApp UIs, minimizing need to trust intermediaries); 4) improved markets and governance enabled by LLMs (prediction/decision markets, scaled collective decision‑making). Vitalik committed 16,384 ETH (~$45M) from his holdings to fund privacy tech and open‑source infrastructure (ZK, FHE, open chips, verifiable stacks) and declared 2026 a year to “reclaim compute autonomy,” shifting personal tools away from centralized ecosystems and experimenting with local LLMs. He also warned about governance risks of using AI to allocate funds and proposed competitive “information finance” markets with randomized audits and human juries. Vitalik framed the plan as value‑driven selective acceleration (d/acc): accelerate technologies that strengthen defense and decentralization. The initiative is strategic for Ethereum’s role as a trust, economic coordination, and defensive layer in the AI era, but successful implementation and market effects will require time and broad ecosystem adoption.
Japan’s new prime minister candidate Sanae Takaichi won a landslide victory in the lower-house election, boosting market confidence in her “Takaichinomics” platform (looser fiscal policy and potential tax cuts). The Nikkei 225 jumped as much as 2.74 intraday to a record above 57,000, breaking the 56,000 and 57,000 psychological levels after a rally that began in January. Foreign capital poured into defense, nuclear, AI and semiconductor stocks; regional peers like Korea’s KOSPI also opened higher. Berkshire Hathaway’s 2019 stakes in Japan’s five major trading houses (Mitsubishi, Mitsui, Itochu, Sumitomo, Marubeni), initially acquired for about $13.8bn, have risen to a market value above $41bn — nearly triple — producing an estimated single-day unrealized gain of about $2bn. Buffett has signaled these holdings are long-term and Berkshire may increase positions. Market drivers include improved policy visibility under Takaichi, prior momentum since the election call, and large institutional buying. For traders: expect heightened liquidity in Japan-related equities and FX, potential sector rotation into defense, energy and semiconductors, and short-term volatility around profit-taking and positioning flows. Key keywords: Nikkei 225, Takaichinomics, Berkshire Hathaway, trading houses, Japan rally.
Binance announced it will delist 10 cross margin and 10 isolated margin trading pairs quoted against Bitcoin (BTC) at 06:00 UTC on February 13. Affected BTC pairs: QNT, GRT, CFX, IOTA, ROSE, THETA, SAND, RUNE, ALGO and LPT. Spot markets for these tokens remain active. Users must close open margin positions and cancel pending orders for these pairs before the deadline to avoid automatic liquidation. Binance cited routine liquidity and risk reviews—pairs with low volume, thin liquidity or heightened volatility are subject to removal to protect market integrity. The change narrows BTC-based markets, likely consolidating liquidity into more active pairs; short-term selling pressure or increased slippage is possible for the affected BTC pairs on Binance, while long-term effects depend on project fundamentals and liquidity on other venues. Traders should transfer assets to spot wallets or alternative pairs and monitor official Binance notices.
Financial advisors surveyed remain broadly positive on cryptocurrencies, viewing current market conditions as a setup for the next run higher. Advisors cite improving macro conditions, reduced volatility compared with prior cycles, growing institutional interest, and ongoing adoption trends as reasons for continued optimism. While some warn of episodic pullbacks and emphasize risk management, the consensus is that allocation to major crypto assets offers attractive long-term upside. The article highlights sentiment among professional advisers rather than a single firm or event, notes no specific price targets, and emphasizes that advisors are preparing portfolios for a potential bullish phase while remaining attentive to liquidity and regulatory developments.
KAS (KAS/USDT) remains in a downtrend after closing the week at roughly $0.03, down about 7% weekly. Key technicals: RSI ~38, MACD neutral, EMA20 acting as short-term resistance, and EMA50/200 death cross confirming bearish momentum. Critical levels identified: resistance cluster at $0.0331–$0.0355 and primary supports at $0.0293 and $0.0270 (multi-timeframe confluence). Volume is thin (weekly VP ~ $12.94M) with POC near $0.0293, indicating limited liquidity and distribution characteristics. Strategy recommendations: maintain short bias while price stays below $0.0331 and especially if $0.0270 breaks—target downside $0.0092 for aggressive continuation. Bull case requires weekly close above $0.0331, MACD crossover and RSI >50; upside objective noted at $0.0549. BTC correlation (~+0.85) is high; BTC holding above $70k would support KAS recovery, while BTC weakness under $65k likely accelerates KAS declines. Risk guidance: avoid excessive leverage, reduce spot exposure if $0.0270 fails, consider hedges against BTC, and wait for volume/RSI divergence signals for accumulation.
Bearish
KASTechnical AnalysisSupport and ResistanceBTC CorrelationTrading Strategy
The Federal Reserve’s late-2024 proposal to create streamlined Fed payment accounts — a simplified form of master accounts — would let qualified fintechs settle payments directly on the Fed’s payment network, bypassing traditional bank intermediaries. Proponents say direct access would lower costs, speed settlement, spur payment innovation and improve financial inclusion. Banks and banking groups counter that opening Fed access to non-banks raises regulatory gaps, systemic and operational risks, consumer-protection shortfalls and potential complications for monetary policy. The debate intensified over crypto firms and stablecoin issuers, with banks warning of “shadow access” to core infrastructure; simultaneous legislative moves such as the Lummis–Gillibrand stablecoin bill add regulatory complexity. International precedents (Bank of England’s more open model vs. ECB’s conservative approach) and the FedNow instant-pay rollout inform the discussion. The Fed is reviewing public comments and may phase implementation to test safeguards. Key takeaways for traders: the decision could affect payment rails, costs and settlement speed for crypto-related players and stablecoins; regulatory clarity or restrictions will drive market positioning. Main keywords: Federal Reserve, Fed payment accounts, fintech access, banks, stablecoins, payment infrastructure.
Neutral
Federal ReserveFintech AccessPayment InfrastructureStablecoinsBanking Regulation
RENDER (RNDR) remains in a clear downtrend with a lower-high/lower-low structure. Price is trading near critical support at $1.3308–$1.33; a decisive break below targets $1.1230 and deeper bearish levels. For a trend reversal, analysts want a bullish Break of Structure (BOS) with a daily close above $1.3840, which would open the path to the EMA20 at ~$1.59 and resistance at $1.5532. Technicals: RSI ~35–37 (approaching oversold), MACD histogram negative, Supertrend bearish with resistance near $1.86. Bitcoin correlation is high — BTC weakness (around $69k) increases downside risk for RENDER, while BTC recovery above $70k could support a bullish BOS. Traders should watch daily closes at $1.3840 (bullish confirmation) and $1.3308 (bearish confirmation). Short-term outlook: bearish until BOS/CHoCH confirmed; preferred approach is to wait for confirmation rather than entering aggressive longs. Key levels — Support: $1.3308, $1.1230; Resistance/BOS: $1.3840, $1.5532, $1.86 (Supertrend).
Bearish
RENDERTechnical AnalysisBreak of StructureBitcoin CorrelationSupport and Resistance
RUDR TOKEN has launched a system-level compute settlement function that uses the token as the unified settlement and scheduling unit for internal compute resource management. The upgrade standardizes settlement logic across computational tasks, automates logging of compute usage, and improves traceability for audits. It also introduces dynamic resource scheduling that allocates resources based on real-time demand to improve utilization efficiency. The change expands RUDR’s role from a simple payment/access utility to a foundational component linking task execution with resource allocation, intended to enhance scalability and system stability. The team said they will continue iterating on settlement processes, resource scheduling and data verifiability. This is presented as a protocol/utility improvement rather than tokenomics or market news; traders should view it primarily as an infrastructure upgrade that may improve on-chain usage metrics and utility-driven demand for the token but does not directly alter supply or token economics.
Bitcoin recovered to just under $70,000 after falling toward $60,000, rebounding more than 15% from its intraday low but remaining down over 10% for the week. The Coinbase Bitcoin Premium Index — the price gap between Coinbase and the global average used as a proxy for U.S. demand — moved from around -0.22% at the sell-off’s peak to roughly -0.05%, indicating U.S.-based investors bought the dip as forced selling eased. The premium has not turned positive, however, implying selective buying rather than broad-based accumulation by U.S. funds. Market-structure data show trading volumes across major exchanges remain well below late-2025 highs and liquidity is thin, which can produce sharp bounces but also leaves prices vulnerable if follow-through buying fails. Key takeaways for traders: BTC near $70k after a 15% intraday recovery; Coinbase premium narrowing toward neutral (-0.05%) but not positive; subdued volumes and thin liquidity suggest limited, selective demand rather than sustained institutional accumulation.
Phantom announced on X that it will introduce a new social feature called Phantom Chat. Blockchain investigator ZachXBT warned this feature could become a new avenue for asset theft, citing Phantom’s unresolved "address poisoning" issue. Address poisoning refers to malicious on-chain transaction data and UI tricks that make users copy or select lookalike addresses, leading to mistaken transfers and theft. Phantom has not yet filtered out spam or poisoned transaction records in its interface, increasing the risk that users will accidentally interact with malicious addresses when using social elements. No technical details, release date, or mitigation measures were provided in the announcement. For traders and wallet users, the main risks are increased phishing and address-replacement attacks; users should verify addresses off‑chain, enable address book/ENS checks where available, and avoid copying addresses directly from untrusted messages. Primary keywords: Phantom Chat, Phantom wallet, address poisoning, asset theft. Secondary/semantic keywords: social wallet feature, on‑chain spam, phishing, user interface risk.
The tokenized U.S. Treasury market has surpassed $1 billion in total issuance, driven by major issuers Ondo Finance, Securitize, Circle and Superstate, according to Cointelegraph reporting. The milestone reflects growing adoption of tokenized government debt (tokenized U.S. Treasuries) across institutional and crypto-native platforms. Market participants emphasize the role of stablecoin infrastructure (Circle/USDC) and regulated issuance platforms (Securitize, Ondo) in enabling liquidity, fractional ownership, and 24/7 settlement. The report frames the development as part of broader Real-World Asset (RWA) tokenization trends that aim to bridge traditional fixed income markets and crypto rails. No price or yield data were disclosed in the article. The content is informational and not investment advice.
Binance has converted roughly $300 million in stablecoins to purchase about 4,225 BTC, increasing its SAFU (Secure Asset Fund for Users) balance to approximately 10,455 BTC. The exchange published the SAFU wallet address (1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD) and an on‑chain TXID for verification and said it will continue converting SAFU stablecoin holdings into Bitcoin over a 30‑day program with periodic progress updates. SAFU, created in 2018 and funded by 10% of trading fees, functions as an emergency reserve to insure user losses after hacks and to meet regulatory capital expectations. Binance frames the BTC conversion as an inflation hedge and a transparency measure; public proof‑of‑reserves is available for audit. Traders should note this is a large on‑chain accumulation by a major exchange that may reduce available BTC liquidity short term and signals sustained centralized demand for Bitcoin as a reserve asset. Key items: buy size ~4,225 BTC (~$300M); SAFU now ~10,455 BTC; public wallet and TXID provided; ongoing 30‑day conversion program; potential short‑term liquidity tightening and bullish reserve demand implications for BTC.
Bullish
BinanceSAFUBitcoinReserve ConversionProof of Reserves
Fintech trade groups led by the American Fintech Council are urging the Federal Reserve to pilot a limited-purpose Reserve Bank payment account that would let eligible non-bank firms clear and settle payments directly on the Fed’s balance sheet. The proposed “payment account” would be narrowly scoped: capped overnight balances, no interest, barred from discount window borrowing, and restricted to final-settlement systems such as Fedwire and possibly FedNow. Proponents say direct Fed settlement would reduce costs, speed settlement, and lower dependence on sponsor banks. Bank trade groups — including the Bank Policy Institute, The Clearing House Association, and the Financial Services Forum — oppose the move, warning it could shift uninsured, lightly supervised activity onto the Fed’s balance sheet, increase run risk, weaken credit intermediation, and aid stablecoin or crypto-linked models that resemble deposit-taking without insurance or consolidated supervision. Regulators have noted concerns around anti-money-laundering, sanctions compliance and operational resilience. The debate follows legal challenges such as Custodia Bank’s suit over Master Account denials. Fed Governor Christopher Waller said the Fed may roll out a pared-down “skinny” master account by year-end. Key keywords: Fed payment account, fintech access, non-bank settlement, stablecoins, payment rails.
Neutral
Federal ReservePaymentsFintechStablecoinsPayment rails
ONDO remains in a clear downtrend and is trading around $0.25–$0.29 with bearish momentum and strong Bitcoin correlation. Both updates show daily RSI in or near oversold territory (~29–34) and bearish Supertrend/EMA signals. Key technical levels: primary support $0.2018 (critical), secondary supports $0.2309 and $0.2563; resistances $0.2639, $0.3036 and $0.3962; pivot near $0.2604 and EMA20 around $0.29. Volume is moderate-to-low and declining during the downtrend, though ATR indicates potential 5–7% sudden moves if BTC volatility returns. Bull case requires a sustained close above EMA20 (~$0.29) plus Bitcoin strength (break above ~$70,888), with a bullish target near $0.4537 (~81% upside). Bear case: a break below $0.2018 would open a large downside target near $0.0647 (~74% decline). Trading guidance for short-term traders: favor short bias while price remains below EMA20; primary short range cited around $0.29–$0.31 with stop near $0.3152; scalp stops just below $0.2503 (use 1–2% ATR buffer) and swing stops below $0.2018. Risk management: size positions to risk 1–2% of capital, avoid high leverage (max 3–5x if any), maintain at least a 1:1.5–1:2 risk/reward, and wait for confirmed breakouts before increasing exposure. Monitor Bitcoin support/resistance levels closely (noted around $65,855–$70,888) because BTC moves are likely to amplify ONDO volatility.
Federal Reserve Governor Christopher Waller said Congressional progress on the CLARITY Act has stalled amid disputes over stablecoin yield provisions and the Fed’s proposed “skinny” master accounts for fintech and crypto firms. The primary flashpoint is whether exchanges and digital wallets can offer interest‑like returns on stablecoins; industry advocates argue yields boost adoption and payment efficiency, while banks warn such yields could siphon deposits (often offering 3–5% or more vs near‑zero bank rates) and threaten traditional banking profits. Banking groups, including the American Bankers Association, also oppose expanded Fed payment access without stronger oversight. The White House has arranged follow‑up talks between senior policy officials and representatives of banking and crypto trade groups to try to ease tensions. Waller said the Fed aims to publish proposed rules for skinny master accounts in Q4 2026. Market context: the article notes the total crypto market cap near $2.35 trillion at the time of reporting. Key actors: Christopher Waller (Fed), banking groups (ABA), crypto firms and industry advocates, unnamed White House officials. Relevant SEO keywords: CLARITY Act, stablecoin yield, Fed skinny master accounts, crypto regulation, Congress stalemate.
Neutral
CLARITY Actstablecoin yieldFed skinny master accountscrypto regulationbanking opposition
Bitcoin’s recovery from a plunge into the low-$60,000s has stalled near $70,000–$71,000, prompting traders to treat the move as a bear-market relief rally rather than a new uptrend. Analysts cite heavy overhead supply, fragile sentiment (Fear & Greed Index falling to 6 over the weekend, later 14), and thin liquidity as key risks. Kaiko data show spot trading volumes on major centralized exchanges have fallen roughly 30% since late 2025, from about $1 trillion monthly to around $700 billion, indicating fading retail participation. Traders warn that thin order books can amplify modest selling into large price swings and may lead to another test of long-term support around the 200-week moving average (~$60,000). Within the four-year halving cycle context, the decline from a peak near $126,000 represents a greater-than-50% drawdown; historical bottoms after similar retracements often take months and feature multiple failed rallies. Key takeaways for traders: watch the $60,000 support/200-week MA, monitor liquidity and spot volumes, and treat the current bounce with caution until sustained buying and volume confirm a trend reversal.
Bearish
BitcoinMarket sentimentLiquidityTrading volume200-week moving average
U.S. Treasury Secretary Scott Bessent publicly criticized Coinbase on Fox News for opposing the CLARITY Act, calling the exchange a "stubborn participant." Bessent repeatedly urged passage of the CLARITY Act during last week’s Senate Banking Committee hearing and used strong language toward opponents. The report is brief and offers no additional details on legislative timing or Coinbase’s specific arguments. Key names: Scott Bessent, Coinbase, CLARITY Act. Primary keywords: CLARITY Act, Coinbase, Treasury Secretary, crypto regulation. Impact context for traders: signals intensifying U.S. regulatory pressure and political focus on crypto legislation.
US XRP spot ETFs recorded a combined net inflow of $6.31 million on Feb 9 (EST), according to SoSoValue. Franklin XRP ETF (XRPZ) led daily flows with $3.15 million, bringing its cumulative net inflows to $326 million. Canary XRP ETF (XRPC) added $2.31 million on the day, with lifetime net inflows now at $411 million. Total net asset value (NAV) across US XRP spot ETFs stood at $1.04 billion and cumulative lifetime net inflows reached $1.23 billion. Earlier reporting (Jan 6) showed larger single-day and cumulative flows across XRP and Solana spot ETFs — Jan 6 saw $19.12 million into XRP spot ETFs (led by XRPZ and XRPC) and $9.22 million into Solana spot ETFs — indicating prior higher liquidity episodes. Traders should note that continued ETF inflows increase spot demand and can raise short-term price sensitivity around ETF trading windows; the current readings point to steady, positive capital inflows for XRP but at a slower daily pace than some earlier spikes. This is market information only and not investment advice.
MicroStrategy’s holding vehicle Strategy bought 1,142 BTC for about $90 million at an average price of $78,815 per coin, according to an SEC filing. The purchase raises the company’s total holdings to 714,644 BTC with a cumulative cost near $54.35 billion and an average cost basis of $76,056 per BTC. The acquisition occurred after Bitcoin briefly dipped to roughly $60,000 on Coinbase, so MicroStrategy bought above many intraday lows and slightly above its own average price—meaning this tranche did not lower the firm’s overall cost basis. MicroStrategy’s stock (MSTR) tracked Bitcoin volatility, falling to about $107 before rallying roughly 26% to near $135 as the market recovered. This marks a repeat of a previous pattern (including 2022) where MicroStrategy added BTC even while market prices sat below its portfolio average. For traders: the buy confirms continued institutional accumulation and long-term conviction but does not exert downward pressure on the company’s per‑coin average; short-term market impact is likely limited, though continued large-scale buys remain a bullish structural signal for Bitcoin.
Bitmine moved 20,000 ETH (≈$42.3 million) from BitGo custody, reported by blockchain tracker Lookonchain. The withdrawal occurred seven hours before reporting and follows an earlier identical 20,000 ETH transfer from FalconX weeks prior. Blockchain records confirm the transfers, suggesting a coordinated treasury reallocation rather than an on-exchange sale. Analysts note such withdrawals can signal staking, DeFi deployment, a custody provider switch, or long-term hodling that reduces immediately liquid supply. The article highlights the institutional custody role (BitGo) and trading platforms (FalconX), notes Ethereum’s network capacity to handle large transfers without congestion, and places the move in a broader 2025 trend of institutional ETH flows. Key figures: 20,000 ETH per transfer, two recent transfers totaling 40,000 ETH (~$84M combined at the referenced prices). For traders, the main takeaway is strategic consolidation by an institutional holder — low immediate sell pressure but potential medium-term supply tightening. This is informational, not trading advice.
Bithumb will suspend deposits and withdrawals for the Inisia (INIT) token starting 02:00 UTC on February 17 to support a scheduled network upgrade. Trading of INIT against KRW and other pairs will remain operational on the exchange order books. The suspension is a standard, security-led precaution to avoid credits or withdrawals on an incompatible chain and to allow node and infrastructure updates. Bithumb confirmed user balances are secure; deposits sent during the suspension may not be credited immediately and withdrawal requests will be queued until services resume. The exchange did not specify the exact duration — resumption will be announced via official channels. Similar past pauses (e.g., exchanges during Ethereum Dencun) show these events are routine but may briefly affect liquidity and user access. Traders should complete off-exchange transfers before the cutoff, monitor Bithumb announcements, and expect potential short-term volatility in INIT around the maintenance window.
Neutral
BithumbInisiaINITNetwork UpgradeDeposits and Withdrawals
Several crypto analysts reiterated a $150,000 Bitcoin (BTC) price target while describing the current market environment as presenting the "weakest bear case." The commentary emphasizes resilient fundamentals—declining BTC supply on exchanges, strong institutional demand, and tightening macro conditions—that support sustained upside. Analysts contrasted this with limited downside catalysts: low miner capitulation, modest retail outflows, and absence of broad deleveraging seen in prior bear markets. Key observations cited include on-chain metrics showing reduced exchange balances and steady inflows into institutional products. While short-term volatility and pullbacks remain possible, the analysts argue the probability of a prolonged, deep bear market is diminished, and the path to higher BTC prices remains intact if macro liquidity and adoption trends continue. The report is framed for traders as a reassurance to favor long-biased positioning while managing risk around typical volatility events.
Bullish
BitcoinBTC price targeton-chain metricsinstitutional demandmarket outlook
APT (APT) traded in a tight $1.01–$1.08 range last week, closing near $1.04 and posting a weekly loss of 2.63%. Technicals show a dominant downtrend: price below EMA20 ($1.29), weekly Supertrend bearish, and MACD histogram negative. Short-term indicators are oversold (RSI ~28–30), suggesting possible accumulation if the $0.90 major support holds. Key decision points: $0.90 (critical multi-timeframe support) and $1.03 (daily value area low). Bull case: hold $1.03 and break $1.18 — recommended long entry ~ $1.05, stop $1.18, target $1.85 (R/R ~3:1) with partial take-profit at $1.38. Bear case: breakdown below $1.03 — short ~ $1.02, stop $1.08, targets $0.90 then $0.22. APT shows high correlation with Bitcoin (~0.85); BTC direction (key levels $74k, $70k, $69.7k) will likely determine altcoin rotation. Risk guidance: maintain small position sizing (max ~2–3%), monitor RSI, volume spikes, MACD crosses and weekly closes for confirmation. This analysis highlights a guarded trading approach: downside risk (to $0.22 if $0.90 fails) is larger than upside unless clear multi-timeframe confluence appears.
Bearish
APTTechnical AnalysisSupport and ResistanceBitcoin CorrelationRisk Management
South Korea’s Democratic Party has formally proposed a digital asset basic act to decentralize exchange governance following a string of exchange failures and operational errors. Announced by policy chair Han Jeong-ae, the bill (targeted for introduction in the current parliamentary session with phased implementation from late 2025) mandates standardized internal controls, periodic external audits of custody and reserves, no-fault liability during system failures, and comprehensive suitability reviews for major shareholders and executives. The move responds to 2024–2025 data showing frequent internal-control failures — the Financial Services Commission recorded 47 significant incidents in one year and the Korea Financial Intelligence Unit linked poor governance to 78% of crypto-related fraud cases since 2023. A high-profile January 2025 Bithumb malfunction that sent excess Bitcoin to a user is cited as a catalyst. Expected market effects include higher compliance costs (pressuring smaller exchanges), possible consolidation, greater institutional participation, and improved trust metrics; publicly traded blockchain stocks rose ~8.3% on the announcement. The legislation aligns South Korea with global trends (Japan, Singapore, EU MiCA) but emphasizes decentralized oversight within exchanges, potentially setting a regional standard for exchange governance.
Neutral
South KoreaExchange GovernanceRegulationExternal AuditsBithumb