Capital Flow

Binance converted $300 million in stablecoins into 4,225 BTC for its Secure Asset Fund, raising its Bitcoin holdings to 10,455 BTC. Interest also surrounds its relationship with Trump-linked USD1 stablecoin, which has a $5 billion supply, primarily held on Binance.

ChainCatcher 消息，据 Arkham 数据，在 20:45，52.92 枚 BTC（价值约 343 万美元）从匿名地址（168Bveij...开头）转入 Cumberland DRW。

Coinbase has adopted the Sui token standard, enhancing trading and custody services for Sui alongside Ethereum and Solana. This partnership aims to simplify asset management for institutions and developers, reflecting growing interest in Sui-based investment products.

Cash App, owned by Block Inc., has launched new bitcoin features, including zero-to-low fees, higher withdrawal limits, and 24/7 access, aimed at enhancing accessibility. This follows Block Inc.'s plan to cut up to 10% of its workforce to reduce costs.

最新数据显示，持有 Solana 作为财库资产的上市公司正承受巨额账面压力。根据 CoinGecko 汇总的已披露收购成本与当前市场价格测算，这些公司合计未实现亏损已超过15亿美元。它们共持有逾1200万枚 SOL，约占总供应量的2%，而SOL现价在84美元附近。 亏损主要集中在几家美国上市公司，包括 Forward Industries、Sharps Technology、DeFi Development Corp 与 Upexi，四者账面浮亏合计超过14亿美元。由于部分公司尚未完整披露建仓成本，真实损失规模可能更高。虽然尚无强制抛售发生，但资本市场已率先“定价”风险，其股价普遍低于所持代币的市值，融资能力明显受限。

Gate News bot message, a Bitcoin OG (10/11) withdrew 77.47 million USDT from centralized exchanges for loan repayment. Earlier, the same entity deposited 15,000 ETH (valued at $33.35 million) into CEX. Within the past 7 hours, a total of 35,000 ETH ($78.31 million) was sent to CEX, while $82.39 mill

Strategy, the largest corporate holder of Bitcoin, has confirmed new purchases during the recent market downturn, viewing it as a key opportunity for accumulation. CEO Phong Le emphasizes a long-term optimistic outlook, reinforcing the company's commitment to Bitcoin despite short-term volatility.

Bitcoin ETFs have seen increased institutional demand, with notable inflows despite overall outflows. Analysts label recent downturns as the weakest bear case in Bitcoin's history, indicating resilience among early investors amid rising financialization concerns.

ChainCatcher 消息，据 Arkham 数据，在 18:16，265.11 枚 BTC（价值约 647 万美元）从 Cumberland DRW 转出至一匿名地址（bc1q8q62j...开头）。

2月10日消息，美国比特币ETF在经历近一个月的持续资金外流后，首次连续两日录得资金净流入，显示机构情绪出现阶段性回暖。根据 SoSo Value 数据，上周五这些产品合计流入资金约4.711亿美元，周一再度增加1.449亿美元，结束了自1月中旬以来的赎回趋势。 本轮资金回流，与比特币价格的短线反弹形成呼应。上周四，比特币一度跌至约6万美元，随后迅速回升至7万美元附近，缓解了市场对进一步深度回调的担忧。此前，比特币在1月中旬两周上涨后，曾逼近9.8万美元高位，随后回落，引发投资者对现货ETF的大规模抛售。

比特幣暴跌至 60,000 美元後回升至 69,800 美元，拋售程度堪比 2022 年 FTX 崩盤。巨鯨 8 天內淨拋 81,068 枚，幣安存款佔比達 48.5%，交易所鯨魚比率飆至 0.447 創新高。已實現損失達 8.89 億美元，ETF 四個月失血超 60 億美元。

Bitcoin has fallen below $70,000, hitting a critical support level at $68,000. The market faces uncertainty with significant ETF outflows totaling $3.1B, raising concerns about further declines if support fails.

XRP is facing a liquidity battle at $1.43, with selling pressure concentrated around $1.40. Analysts warn that a significant move could occur if these levels break. Institutional interest from ETF inflows provides some support despite recent price declines.

山寨幣連續三週下跌後反彈，空頭清算風險提升。ETH、DOGE、ZEC 恐清算超 31 億美元。ETH 反彈至 2,370 美元將清算 30 億。DOGE 反彈至 0.109 美元清算 9,800 萬。ZEC 獲以太坊創始人 Vitalik 捐款，500 萬鎖進 Shielded 池。

_Digital asset outflows slow sharply despite price pressure as Bitcoin sees losses, altcoins gain inflows, and trading volumes hit records._ Crypto investment products showed slower outflows last week despite strong market pressure and falling prices. According to CoinShares data, total weekly o

The crypto market faced declines, with XRP down 2.99% and significant liquidations reported. Future outflows exceeded inflows, suggesting profit-taking. Despite this, XRP saw some fund inflows ahead of upcoming legislative changes and important economic data releases.

Solana 價格週一接近 90 美元，守住上週五 11% 反彈漲幅，但連續第三天陷入盤整。衍生性商品數據顯示零售興趣持續下降，SOL 期貨未平倉合約 24 小時內跌 2% 至 53.2 億美元，融資利率保持負值。美國現貨 Solana ETF 錄得 1,186 萬美元資金流出，技術面上 RSI 跌至 29 超賣區域。

2 月 7 日，匿名人士向中本聰錢包轉入 2.565 枚比特幣（約 18.1 萬美元）。該地址持有 2009 年 1 月 3 日首個區塊獎勵 50 BTC，從未轉出任何資金，現總持有約 57 枚 BTC（價值約 400 萬美元）。中本聰估計持有 110 萬枚比特幣從未動用，理論價值 700 至 770 億美元。

貝萊德客戶單日買入價值 2.316 億美元的比特幣 ETF 份額，創下數週以來最大資金流入，終結了連續兩天的資金流出態勢。這波突如其來的資金回流發生在比特幣價格面臨壓力、整體風險市場保持謹慎之際，顯示機構投資者正將市場波動視為加碼機會而非退場訊號，反映的是對比特幣長期價值的信心。

在加密貨幣市場劇烈震盪之際，由美國總統川普（Donald Trump）家族力挺的 DeFi 協議 World Liberty Financial（WLFI），驚傳因面臨借貸平台清算壓力，被迫出售比特幣以償還債務，引發市場高度關注。 根據鏈上數據平台 Arkham Intelligence 追蹤顯示， World Liberty Financial 官方錢包於周三以約 67,000 美元的價格，出售超過 170 枚比特幣，套現約 1,100 萬美元。這筆資金隨即被轉入借貸龍頭協議 Aave，用於償還貸款，以避免被清算。 在被迫賣幣還債的同時，WLFI 代幣價格也持續承壓。