Market Overview
| Asset | Level | 1d Change | 7d Change | 30d Change |
|---|---|---|---|---|
| Global Crypto Market Cap | $2.26T | -1.79% | – | – |
| BTC | $65,970 | -0.38% | -6.50% | -30.31% |
| ETH | $1,925 | -1.12% | -6.70% | -42.06% |
| Dow Jones | 49,452 | -1.34% | +0.43% | +2.24% |
| S&P 500 | 6,833 | -1.57% | -1.23% | -0.92% |
| Nasdaq | 22,597 | -2.03% | -2.83% | -3.51% |
| VIX | 20.82 | +17.96% | +15.67% | +39.26% |
- The US and Taiwan have finalized a trade agreement to cut tariffs and boost market access for American products in Asia, with Taiwan committing to purchase over $84 billion of US goods, including energy and aviation products.
- India has approved a $40 billion defense deal to purchase six US maritime surveillance aircraft, 114 French fighter jets, and missiles, marking a significant shift in the country’s defense partnerships.
- The US Bureau of Labor Statistics is set to release the January Consumer Price Index (CPI) inflation report on Friday, which is expected to provide insight into the state of inflation in the US economy.
- ARK Invest, led by Cathie Wood, buys nearly $50 million of Robinhood, Bullish, and Circle shares as Bitcoin falls below $66,000, with $276 million in outflows from US spot BTC ETFs.
- Fidelity Investments launched two Ethereum-based products—a tokenized money market fund (FDIT) and a 1:1 USD-backed stablecoin (FIDD)—positioning itself to control both yield and settlement within its ecosystem amid new regulatory clarity under the GENIUS Act.
- Binance completed its $1 billion conversion of its SAFU emergency fund into 15,000 Bitcoin—purchased at an average cost of $67,000 per coin—cementing BTC as its core long-term reserve asset and committing to rebalance if the fund falls below $800 million.
- The United Kingdom government has appointed HSBC’s Orion platform to power its DIGIT pilot issuing tokenized government bonds within the Digital Securities Sandbox, aiming to modernize gilt markets through blockchain to improve efficiency, reduce costs, and enhance security.
- Securitize, alongside Hamilton Lane, OKX Ventures, and STBL, is launching an RWA-backed stablecoin on X Layer using a dual-token structure that separates yield from the stable unit to align with evolving US regulations on yield-bearing stablecoins.
- Onchain data from CryptoQuant shows nearly 49,000 BTC left miner wallets over two days in early February amid sharp price volatility, but public disclosures from firms such as CleanSpark and Cango indicate limited confirmed selling, suggesting the outflows likely reflect broader ecosystem movements rather than widespread miner capitulation.
- 21Shares partners with BitGo to expand regulated staking and custody support across the US and Europe for its multibillion-dollar digital asset investment platform.
- Coinbase reports $667M net loss in Q4, missing Wall Street expectations as crypto markets fell, its first net loss since Q3 2023.
- The Commodity Futures Trading Commission (CFTC) adds Coinbase and Ripple executives to its 35-member Innovation Advisory Committee, launched by CFTC chair Mike Selig in January with 12 initial members.
- Bitcoin futures open interest has fallen 28% to $34 billion amid weak US macro data and bearish derivatives signals, but steady BTC-denominated leverage and strong US-listed ETF volumes suggest institutional demand may be cooling rather than fully exiting.
US Spot ETF Flows
| Asset | Daily Flow | Daily Change | Weekly Flow | Total Assets | Daily Volume |
|---|---|---|---|---|---|
| BTC ETFs | $-410.4M | +48.5% | $-375.1M | $82.9B | $3.6B |
| ETH ETFs | $-113.1M | -12.4% | $-171.4M | $11.0B | $880.4M |
| SOL ETFs | $2.7M | +464.7% | $11.6M | $656.3M | $27.1M |
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 | $232.31M | – | $-104.70M (-31.07%) |
| Shorts | $68.41M | 29.4% | $-97.58M (-58.79%) |
| Longs | $163.90M | 70.6% | $-7.12M (-4.16%) |
| BTC | $106.62M | 45.9% | $-44.93M (-29.65%) |
| ETH | $52.27M | 22.5% | $-35.16M (-40.22%) |
