Market Overview
| Asset | Level | 1d Change | 7d Change | 30d Change |
|---|---|---|---|---|
| Global Crypto Market Cap | $2.54T | +0.21% | – | – |
| BTC | $74,228 | +0.41% | +5.73% | +8.39% |
| ETH | $2,330 | +0.52% | +13.57% | +18.61% |
| Dow Jones | 46,993 | +0.10% | -1.07% | -4.89% |
| S&P 500 | 6,716 | +0.25% | -0.36% | -3.73% |
| Nasdaq | 22,480 | +0.47% | +0.41% | -4.72% |
| VIX | 22.37 | -4.85% | -24.14% | +24.28% |
- US: Equities finished narrowly higher but lost momentum late (S&P 500 +0.25% to 6,714; Nasdaq 100 +0.5%; Dow flat) as WTI >$96 stoked inflation concerns. Yields and USD fell ahead of the Fed (expected hold at 3.5–3.75%). Geopolitical escalation remains the dominant macro driver; airlines outperformed, while Boeing flagged production issues and Eli Lilly weakened on valuation concerns.
- Europe: Stoxx 600 +0.7%, led by energy (+2.3%, 8th straight gain) on Middle East supply risks. Utilities and insurers +1.6%, banks +0.9% (reassurance on private credit exposure). Strength offset by media (-1.4%) and retail (-0.3%); gains supported by easing rate hike expectations as oil pulled off highs.
- Commodities & FX: Brent ~$103.75 (+3.5%), WTI ~$96.21 (+2.9%) on supply disruption fears (Hormuz risk). Gold flat (~$5,000), iron ore +1.2%, copper softer (inventory build). USD weaker, EUR +0.3% to 1.1535, JPY ~159, AUD ~0.7103 (+0.4%); Bitcoin ~$74.5k (+0.3%).
US Spot ETF Flows
| Asset | Daily Inflow | Daily Change | Weekly Inflow | Total Assets | Daily Volume |
|---|---|---|---|---|---|
| BTC ETFs | $199.4M | -1.1% | $401.0M | $96.7B | $2.6B |
| ETH ETFs | $138.3M | +285.1% | $174.1M | $13.7B | $989.6M |
| SOL ETFs | $17.8M | +531.3% | $20.6M | $936.9M | $32.3M |
US BTC Spot ETF Flows
US ETH Spot ETF Flows
US SOL Spot ETF Flows
Crypto Liquidations Summary
| Liquidation Type | Value | % of Total | 24h Change |
|---|---|---|---|
| Total Liquidations | $145.03M | – | $-320.14M (-68.82%) |
| Shorts | $73.43M | 50.6% | $-247.00M (-77.08%) |
| Longs | $71.61M | 49.4% | $-73.15M (-50.53%) |
| BTC | $62.50M | 43.1% | $-120.86M (-65.92%) |
| ETH | $37.48M | 25.8% | $-131.82M (-77.86%) |
- Strategy is buying Bitcoin at a pace massively exceeding new supply—up to ~7× weekly mining output—meaning a single buyer is absorbing more BTC than miners produce, tightening available supply.
- Argentina’s court orders ENACOM to block Polymarket nationwide due to unauthorized gambling concerns, citing regulatory noncompliance, according to the court’s ruling.
- Cango reports a $285 million Q4 loss in 2025 as Bitcoin mining costs surge, with shares declining over 84% from $4.50 to $0.68 in six months.
- PayPal expands PYUSD stablecoin to 70 countries to reduce cross-border fees and offer rewards on holdings.
- Maestro launches Mezzamine, a mining-backed Bitcoin credit market, linking institutional BTC holders with miners seeking capital backed by mining output.
- Mastercard agrees to acquire BVNK for up to $1.8 billion to expand its stablecoin and blockchain-based payments services.
- XRP reaches a record 7.7 million holders.
- Moody’s integrates its credit ratings with Canton Network, bringing traditional risk assessment on-chain, in an early step towards blockchain-based financial infrastructure development.
- Bitcoin inflows to exchanges spike as BTC hits $75,000 resistance, with CryptoQuant analysts noting large deposits are associated with increased selling pressure.
