SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

Hedera (HBAR) is gaining significant attention following news of major enterprise adoption, including FedEx leveraging its high-speed, quantum-secure network for supply chain efficiencies, which has fueled community discussion around HBAR's real-world utility and potential for increased network revenue amidst ongoing debates about token dilution.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is trending following a significant rally, driven by widespread discussion of a confirmed COEP merger and persistent speculation regarding its integration into the X platform for crypto payments. The community remains sharply divided, with many anticipating further gains and a short squeeze, while others warn of a typical pump and dump cycle.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

COCK CRYPTO is generating significant community buzz, driven by its dedicated "flock" enthusiastic about the token's "memefi" model, which integrates real-world asset utility through its CockyWings LLC chicken trailer business. Discussion also centers on the project's growing liquidity, partnerships within the Cardano ecosystem, and its role in the new memeshub.io platform.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is experiencing significant investor chatter amid multiple acquisition proposals, including confirmed advanced negotiations with Hapag-Lloyd and a rejected lowball offer from its CEO, driving community discussions around potential special dividends and a higher sale price. Shareholders are actively debating the company's intrinsic value and how the Israeli government's "golden share" might influence any final deal for the container shipping firm.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending due to its highly dedicated community, which is actively "bag working" to restore the "Rage Guy" as an OG meme. They express strong conviction, aiming for a multi-billion dollar valuation by leveraging nostalgia, continuous building, and tools like their revived comic maker and new AI chatbot.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE is generating significant community buzz and price volatility, driven by hopes for a 'meme season' rally and targets to 'drop a zero.' While many are actively buying dips and holding strong, a segment remains cautious, predicting pullbacks and debating its short-term price direction amidst broader crypto market movements.

FLOKI is the utility token of the Floki Ecosystem. The Floki Ecosystem is a community-powered ecosystem that aims to give people control of their finances through four key utility offerings:  - The Valhalla NFT Metaverse Game. - The Floki University Crypto Education platform. - DeFi. - The FlokiPlaces NFT &amp; Merchandise Marketplace.

Floki Token

FLOKI is actively trending with bullish community sentiment, fueled by deeply oversold technical indicators and the recent landmark launch of Europe's first regulated FLOKI ETP, which positions it for institutional interest. The community is also actively discussing its expanding ecosystem, including gaming and DeFi utility, amid renewed "Elon Musk effect" narratives, predicting substantial future growth.

Stem, Inc. engages in the provision of an energy storage system, hardware, ongoing software platform and professional services, and solar asset performance monitoring and control. The company was founded in 2009 and is headquartered in Houston, TX.

Stem Inc - Ordinary Shares - Class A

Stem Inc

Stem Inc. is trending as investors weigh potential benefits from its SB Energy alliance, fueled by recent OpenAI/SoftBank investment, against ongoing concerns about dilution and profitability ahead of its anticipated Q4 earnings, all within a volatile energy storage sector driven by growing AI demand.

TPG, Inc. operates as a global, diversified alternative asset management firm. It invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions. The firm aims to build dynamic products and options for its clients while also instituting discipline and operational excellence across the investment strategy and performance of its portfolio. The company was founded by Jim Coulter and David Bonderman in 1992 and is headquartered in Fort Worth, TX.

TPG Inc - Ordinary Shares - Class A

TPG is generating buzz from its active M&A pipeline, including a notable stake in BETA Technologies and advanced discussions for assets such as Hologic and Crown Castle's fiber unit. The investment community is also observing recent analyst target raises and reflecting on the passing of co-founder David Bonderman.

Telesat Corp. engages in the provision of satellite communications and consulting services. It operates through Geostationary (GEO) and Low Earth Orbit (LEO) segments. It is a global satellite operator, providing mission-critical communications solutions to support the requirements of sophisticated satellite users throughout the world and consists of 14 geostationary satellites and the Canadian payload on Viasat-1. The company was founded in 1969 and is headquartered in Ottawa, Canada.

Telesat Corp - Ordinary Shares - Class A

Telesat is trending amidst community excitement over recent, significant government funding and a prime manufacturing contract for its Lightspeed LEO constellation, with many viewing a recent price dip from creditor litigation as an overreaction and a short squeeze opportunity.

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<ul class="summary-bullets"><li>Analysts projected over 100% upside for BMNR, as analysts rated the crypto equity a “strong buy,” according to Zacks data.</li><li>BlackRock increased its stake by 165.6% in the fourth quarter, while ARK Invest added more shares, taking its total holdings to over 9.4 million shares.</li><li>The institutional buying came as Ethereum traded nearly 60% below its all-time high.</li></ul>Wall Street analysts projected more than 100% upside for Bitmine Immersion Technologies (BMNR) as BlackRock and ARK Invest raised their holdings in the Ethereum-linked company.Analysts issued an upgrade on Bitmine, citing balance sheet expansion and growing Ethereum exposure as key drivers behind the improved outlook. Analysts at Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/equities/bitmine-immersion-tech-consensus-estimates">predict&nbsp;</a>&nbsp;BMNR to see an implied upside of more than 105% from current levels.Additionally, analysts at Zacks Investment Research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.zacks.com/stock/research/BMNR/price-target-stock-forecast#:~:text=Broker%20Rating,%2C%20Strong%20Buy%20represented%2075%25.">forecast</a> a positive outlook on Bitmine, with the average recommendation falling in the ‘strong buy’ range. The data indicated that 75% of covering analysts rated the stock a strong buy, alongside published price target estimates reflecting positive sentiment.<a href="https://stocktwits.com/symbol/BMNR">Bitmine Immersion Technologies, Inc. (BMNR)</a> was trading at $21.16, up by 1% on Sunday. BMNR closed at $20.96 with an upside of over 6% on Friday. On Stocktwits, the retail sentiment around BMNR remained in the ‘bearish’ territory, with chatter decreasing from ‘low’ to ‘extremely low’ levels over the past day.<h2 class="st-heading-2">BlackRock Expands Stakes In BMNR</h2>The analyst upgrade comes amid fresh institutional buying in the fourth quarter of 2025. Regulatory filings released Thursday showed that BlackRock increased its exposure to BMNR.BlackRock raised its stake by 165.6% during the quarter, adding 5,642,590 shares. The asset manager held 9,049,912 shares valued at $245,705,112 as of late December 2025, according to its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2012383/000142645924000006/xslForm13F_X02/primary_doc.xml">Form 13F</a> filed on Thursday.<h2 class="st-heading-2">ARK Invest Adds BMNR</h2>ARK Invest also increased its exposure, purchasing 212,314 Bitmine shares across three ETFs on Thursday in a $4.2 million transaction. The firm now holds 9,457,330 shares, as shown in regulatory&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fintel.io/so/us/bmnr/ark-investment-management">data</a>. In an ARK Invest video on Saturday, Cathie Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HiX6AxmF500">said</a> she remained bullish and was “buying the dip.” Institutional investors owned 31.78% of Bitmine’s outstanding shares, with BlackRock and ARK among the top holders.<h2 class="st-heading-2">Ethereum Down 60% From Peak</h2>The increased investments came as Ethereum had fallen about 60% from its recent peak in August 2025, when the token reached a high of approximately $4,945.60 on August 24, 2025. As of writing,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> traded at around $2,087.46, up by 0.7% in the last 24 hours. On Stocktwits, the retail sentiment around Ethereum remained in the ‘bearish’ territory, with chatter at ‘low’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-co-founder-mcafee-no-bubble-bitcoin-nvidias-h200-gpu/cZRBGQKR4tH">Solana Co-Founder Revives McAfee’s ‘No Bubble’ Bitcoin Call, Points To NVIDIA’s H200 GPU</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum trading exchange stock market investment, forex with tr - stock photo

Analysts See Over 100% Upside For BMNR As BlackRock And ARK Invest Buys

Zacks rates BMNR a strong buy with 100%+ upside as BlackRock, ARK add shares and Cathie Wood buys the dip.

Equity

Zacks rates BMNR a strong buy with 100%+ upside as BlackRock, ARK add shares and Cathie Wood buys the dip.


<ul class="summary-bullets"><li>In her new Ark Invest video, Cathie Wood said many Bitcoin investors panic during market drops and “sell first, ask questions later.”</li><li>She stated she does not understand why gold is doing better than Bitcoin, since Bitcoin has a fixed supply.</li><li>Wood added that Bitcoin’s long-term trend is still strong and reminded that it acted as a safe place during the regional bank crisis.</li></ul>Ark Invest CEO/CIO Cathie Wood said on Saturday that Bitcoin (BTC) investors tend to “sell first and ask questions later” during periods of heavy market volatility.On Saturday, in an Ark Invest video, Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HiX6AxmF500">said</a> recent risk-off trading has pushed Bitcoin lower as investors react quickly instead of focusing on long-term fundamentals.Wood explained that broad market selling has affected multiple sectors, including technology and crypto. “You know, sell now, ask questions later,” she added, pointing to algorithm-driven trading as a key factor behind the sharp moves in the overall trading scenario within the market.She acknowledged that gold has outperformed Bitcoin (BTC) recently and that many investors are turning to gold for safety. However, she does not fully understand that stance. “Now we don’t understand that,” she said, explaining that “gold supply growth is, we believe, accelerating.” She argued that Bitcoin is different from gold since it has a fixed supply, due to which its “supply growth cannot accelerate.”<h2 class="st-heading-2">Bitcoin As A Crisis Hedge</h2>Wood reminded viewers that Bitcoin acted as a “refuge for those who were very scared” during the regional bank crisis. At the time, some investors turned to Bitcoin because they were worried about risks in the traditional banking system.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded around $68,966.57, up by 4.3% in the past 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in the ‘neutral’ territory, with chatter falling from ‘normal’ to ‘low’ levels over the past day.Despite the recent weakness, she added that Bitcoin’s broader uptrend remains intact. “I don’t think it will be broken now,” she said, referring to Bitcoin’s broader uptrend. However, she added a note of caution, saying it “could be famous last words.”<h2 class="st-heading-2">Market Fear Lifts Gold First, Bitcoin Follows Later?</h2>On Thursday, Ark Invest had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2021961994073501880?s=20">posted</a> a comparison of Bitcoin and gold performance, which showed that gold had recently outperformed Bitcoin, as investors have been choosing traditional safe assets during market uncertainty.<figure class="image"><a class="st-link-external" href="https://x.com/ArkkDaily/status/2021961994073501880?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_14_at_5_16_04_AM_png_cd50caadc9.webp" alt="Screenshot 2026-02-14 at 5.16.04 AM.png" width="600" height="709"></a><figcaption>Ark Invest's comparison of gold and Bitcoin. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily">ArkkDaily</a>/x</figcaption></figure>However, the reports showed that in past cycles, gold often moved higher first when fear increased. After that, Bitcoin tended to follow as confidence slowly returned and investors were willing to take more risk again.Adding to this, Wood said periods like this could feel uncomfortable for investors. Yet, she described volatility as a normal part of long-term market cycles, adding that such phases have often created opportunities in the past.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-truth-social-is-not-done-with-crypto-etfs/cZR4MTtR4t8"> Truth Social Files New Bitcoin, Ether, And Cronos ETF Filings Despite SEC Delays</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Cathie Wood, Founder & CEO, Ark Invest (Photo by Joe Raedle/Getty Images)

Cathie Wood Warns Bitcoin Investors Are ‘Selling First, And Asking Questions Later’ As Market Uncertainty Skyrockets

Ark Invest’s Cathie Wood said panic selling has hurt Bitcoin yet argued its fixed supply still supports the broader uptrend.

Cryptocurrency

<ul class="summary-bullets"><li>Paul Barron said China's reduction of purchases of U.S. Treasuries could trigger a global risk-off move and pressure crypto in the short term.</li><li>He warned that rising yields and tighter liquidity may push investors toward safer assets such as gold rather than Bitcoin and Ethereum.</li><li>While Jeff Park argued Bitcoin performs well during geopolitical conflict, Barron disagreed, even as Tom Lee bet on a V-shaped recovery in Ethereum.</li></ul>Crypto analyst Paul Barron warned this week&nbsp;that China's scaling back of purchases of U.S. Treasuries could trigger a global “risk-off” move and pressure cryptocurrencies in the short term.Speaking on The Paul Barron Show, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=e6so8YUJ6sM">said</a> that “China has instructed banks to begin selling and limiting purchases of US government bonds,” referencing&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2020749061163233580">reports</a> by The Kobeissi Letter. Barron warned that if China and other nations step back from U.S. debt, “this really puts a lot of pressure on the US, and it puts a lot of pressure on the Fed.”&nbsp;He added that the shift could make the week “very tough for risk assets,” noting that if China reduces demand for U.S. bonds, yields could rise and liquidity could tighten, pushing investors away from risk assets such as crypto.<h2 class="st-heading-2">Is Gold’s Surge A Warning For Crypto?</h2>Barron said rising Treasury yields and tighter liquidity typically hurt speculative assets first. While gold demand in China has surged, consumer confidence has weakened. He cited&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2021374632339571077">rising gold demand</a> and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2021317572789141533">weak consumer data</a> from China.&nbsp;Barron argued that “you’re going to see risk assets start to play into this,” hinting that crypto markets could face near-term downside if investors move their money into safer assets like gold.<h2 class="st-heading-2">Is Japan’s China Hawk Stance The Next Market Trigger?</h2>He also pointed out Japan’s new right-wing prime minister, Sanae Takaichi, who campaigned on anti-illegal immigration and adopted a more hawkish stance toward China. “She’s a China hawk. That’s the big one,” Barron added, referencing market commentary.The crypto analyst added that rising tensions in Asia could shift capital flows across the region. If investors become cautious about trade and diplomatic relations, they may shift capital into safer assets rather than equities or crypto. “That really for the region, will make for an interesting financial market as we go forward,” Barron said, suggesting that geopolitical friction could increase short-term volatility in risk assets.<h2 class="st-heading-2">Bitcoin As A ‘Wartime Hedge’</h2>Baron also disagreed with investor Jeff Park’s “Wartime Bitcoin” thesis. While Park had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=bZfsLFGz4hE">argued&nbsp;</a>that Bitcoin performs well during geopolitical fragmentation, Barron said, “Metals have proven to be the true hedge,” pointing to gold’s strength during the recent crypto volatility.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $66,944.02, down 2.9% in the past 24 hours. On Stocktwits, retail sentiment around Bitcoin remained in a ‘bearish’ zone, as chatter around the coin dropped from ‘extremely high’ to ‘high’ over the past day. In conclusion, Barron said a rebound is possible if liquidity improves, noting that Bitcoin often responds to easier monetary conditions, especially if the Federal Reserve moves toward rate cuts or renewed stimulus.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fairshake-crypto-pac-funnels-million-into-trumpbacked-senate/cZb6PqfR4qT">Fairshake Crypto PAC Funnels $5 Million Into Trump-Backed Senate Candidate For Alabama</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

World map and Volatility graph on flag china background. Concepts, Stock market volatility, bitcoin, investor concerns in China that china evergrande is becoming too debted in real estate business

Paul Barron Warned China ‘Dumping Dollars’ Could Weigh On Crypto

China’s Treasury pullback sparked risk-off fears in crypto, as Fed rate cuts, tensions in Japan, and Ethereum buying shaped the outlook.

<ul class="summary-bullets"><li>Most of the selling is coming from longtime crypto holders, while newer ETF investors have stayed relatively steady.</li><li>Outflows at large issuers such as BlackRock reflect market stress and positioning changes, not panic selling by ETF investors.</li></ul>Crypto’s recent volatility has not led to widespread selling by ETF investors, according to executives at Bitwise and GraniteShares, even as spot crypto fund assets drop to their lowest level in nearly a year.On Tuesday, Bitwise chief investment officer Matt Hougan&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=K8vV8r4_8Us">said</a> that ETF investors are largely holding through the downturn. “It’s not the ETF investors who are driving the sell-off,” Hougan said as he explained that most of the decline in assets under management is due to falling crypto prices rather than heavy redemptions.<h2 class="st-heading-2">ETF Investors Hold Through The Downturn</h2>“Bitcoin is down more than 50% from its October 2025 peak,” he added, stating that the total outflows from spot Bitcoin ETFs have been relatively limited at around $7 billion. He pointed out that much of the selling pressure is coming from long-time crypto holders who accumulated Bitcoin years ago and are now trimming positions, rather than from newer ETF investors.Hougan noted that about 40% of spot Bitcoin ETF holders are currently underwater, but added that “the vast majority of ETF investors showed they’re here for the long haul.”<h3 class="st-heading-3">Retail Sentiment Turns Bearish As Volatility Spikes</h3><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at around $69,244.41, down by 0.8% in the last 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in the ‘bearish’ territory, with chatter at ‘extremely high’ levels over the past day.Adding to that sentiment, Will Rhind, the chief executive of GraniteShares, said ETF investors typically hold smaller crypto allocations and are more comfortable riding out volatility. “The selling has been pretty light compared to the total assets out there,” Rhind stated.<h2 class="st-heading-2">BlackRock ETFs Alone Show $3.6 Billion Outflow</h2>Against that backdrop, market pressure has increased in recent weeks, with Bitcoin testing the $60,000 level and Ethereum (ETH) trading near $2,000, as per records. This broader market stress has also shown up in flows at large issuers like BlackRock.&nbsp;Between Feb 6 and Feb 9, BlackRock-linked crypto products like iShares Bitcoin Trust ETF and iShares Bitcoin Trust ETF&nbsp; <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/blackrock">recorded</a> about $3.6 billion in net outflows.<a href="https://stocktwits.com/symbol/IBIT">iShares Bitcoin Trust ETF (IBIT)</a> was trading at $39.19, down 2.29% in pre-market hours on Tuesday. On Stocktwits, retail sentiment around IBIT remained in 'extremely bullish' territory with chatter remaining in 'extremely high' levels over the past day.<figure class="image image_resized"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_at_5_35_29_AM_png_2743ba3dc1.webp" alt="Screenshot 2026-02-10 at 5.35.29 AM.png" width="1150" height="140"><figcaption>IBIT retail sentiment and message volume on February 10 as of 5:36 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Catalyst, Not A Cause&nbsp;</h2>At first, investors in the market blamed Bitcoin's crash on BlackRock's IBIT ETF, saying that institutional positioning and ETF-linked flows caused the sell-off. But&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-bitcoin-etf-sees-record-trading-ibit-trading-draws-scrutiny/cZbFf9SR4nx">the evidence suggests</a> that IBIT was more of a catalyst than the main cause of the downturn, which was mostly caused by a broader liquidity sweep and forced deleveraging in the crypto markets.&nbsp;Hedging flows from banks and structured products linked to IBIT, probably made the downside momentum stronger once prices started to fall. However, the move itself was more of a general risk-off reset than a structural exit from Bitcoin by institutional investors.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-crypto-talks-stablecoin-yields-clarity-act/cZbUbatR4YB">White House Convenes Second Closed-Door Crypto Talks As Stablecoin Yield Fight Stalls CLARITY Act</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bitcoin Tops $50,000 For First Time In Two Years

Crypto ETFs Hold Firm As Bitcoin Slides: Bitwise, GraniteShares Push Back On Panic Selling Narrative

Crypto ETF investors are mostly holding on, with falling prices driving the decline in assets instead of heavy selling.

Bitcoin’s Price Swings Fail To Rattle ETF Investors Despite Steep Pullback

<ul class="summary-bullets"><li>An anonymous wallet sent 2.56 BTC, worth about $181,000, to Satoshi Nakamoto’s Genesis address over the weekend, according to Arkham Intelligence data.</li><li>Bitcoin sent to the Genesis address cannot be spent by design, and similar transfers have previously been viewed as symbolic acts that effectively remove coins from circulation.</li><li>The transfer revived attention on Satoshi Nakamoto’s estimated 1 million BTC holdings, which have never moved and would be worth more than $70 billion at current prices.</li></ul>An anonymous account transferred 2.56 Bitcoin (BTC), worth roughly $181,000, to Satoshi Nakamoto’s Genesis address over the weekend.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/tx/a73335706adad5c400453fbc3c992f23cacf56b0ca964bc584f5f44ac7e0d412">on-chain data</a> tracked by Arkham Intelligence, the transaction was sent to Satoshi Nakamoto’s Genesis address, the first Bitcoin wallet ever created. The transfer drew attention because Bitcoin sent to this address cannot be spent or recovered.<h2 class="st-heading-2">Bitcoin Sent To An Unspendable Address</h2>The Genesis address&nbsp;holds the original block reward of 50 BTC, mined on January 3, 2009, when the Bitcoin network launched. That reward has never been spent. Today, the address holds about 57 BTC, valued at roughly $4 million, with all incoming funds permanently locked.Owing to Bitcoin’s first block mechanism, funds sent to the Genesis address are unspendable by design, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://bitcoin.org/en/download">Bitcoin Core</a>. As a result, analysts widely view such transfers as effectively removing Bitcoin from circulation, even though Bitcoin does not include a formal “burn” mechanism.The transaction sparked discussion on crypto social media. On X, a market watcher&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Mrcryptoxwhale/status/2020533008604827755">wrote</a>, “Someone just transferred 2.56 BTC to Satoshi’s wallet, worth over $180,000. No one knows why.”<h2 class="st-heading-2">Satoshi’s Untouched Bitcoin Fortune</h2>Satoshi Nakamoto’s broader holdings remain untouched. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/satoshi-nakamoto?_gl=1*1avvocq*_gcl_au*MTI1MzIyOTczOS4xNzcwNjIwMjky*_ga*NjY5NjM4NjAuMTc3MDYyMDI5Mg..*_ga_P74N755GGG*czE3NzA2MjAyOTIkbzEkZzAkdDE3NzA2MjAyOTIkajYwJGwwJGgw">Arkham data</a>, Satoshi mined around 1.1 million BTC in Bitcoin’s early years. Those coins have never moved and would be worth roughly $70 billion to $77 billion at current prices.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $69,934.56, up by 0.78% over 24 hours. On Stockwits, the retail sentiment around BTC remained in the ‘bearish’ territory, as chatter levels around it improved from ‘extremely low’ to ‘extremely high’ over the past day.<h2 class="st-heading-2">Symbolic Transfers To Bitcoin’s First Address</h2>This is not the first time Bitcoin has been sent to the Genesis address. In January 2024, just days after Bitcoin’s 15th anniversary, an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/address/bc1q9z82prqdknpv4ku3haargeu7c0h67yrpree6v2">unidentified crypto wallet</a> sent 27 BTC, worth $1.2 million, to the same address. Like the latest transfer, those funds remain permanently inaccessible.Such transfers tend to resurface during periods of heightened market attention, reinforcing Bitcoin’s fixed supply narrative, even if the financial impact is largely symbolic. Over the last week, Bitcoin hit a $60,000 low, while finally rebounding to the $70,000 level on Sunday.&nbsp; Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/world-liberty-financial-wlfi-rises-house-investigation-trump-crypto/cZbHsr2R48n">WLFI Edges Up Despite Congress Turning Up Heat On Foreign Ties To Trump-Linked Cryp</a>toFor updates and corrections, email newsroom[at]stocktwits[dot]com

A Mysterious Bitcoin Transfer To Satoshi’s Wallet Is Turning Heads

An anonymous sender transferred 2.56 BTC to Satoshi’s Genesis address, permanently locking the funds, according to Arkham Intelligence data.

A $181,000 Bitcoin Transfer No One Can Ever Touch Sparks Fresh Satoshi Buzz

An anonymous sender transferred 2.56 BTC to Satoshi’s Genesis address, permanently locking the funds, according to Arkham Intelligence data.


<ul class="summary-bullets"><li>Despite Nevada regulators taking action to block Coinbase's prediction markets offering, COIN resisted regulatory pressure and held close to recent highs over the weekend.</li><li>Nevada's Gaming Control Board requested an emergency court order to stop Coinbase's event-based contracts.</li><li>ARK Invest also reduced its exposure to Coinbase by selling roughly $22 million worth of COIN across several ETFs and reallocated it to Bullish.</li></ul>Coinbase Global Inc. (COIN) stayed close to its recent highs over the weekend. This was even though Nevada's Gaming Control Board tried to stop the exchange from letting state residents bet on sports and elections without a gaming license.On Friday, <a href="https://stocktwits.com/symbol/COIN">COIN shares</a> closed at $165.12, up 13% for the day. After hours, COIN stock was up 0.41%. As Coinbase continues to expand its product lines and capitalize on the improving sentiment in the cryptocurrency market.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_08_at_5_37_25_AM_png_d19b672a01.webp" alt="Screenshot 2026-02-08 at 5.37.25 AM.png" width="1156" height="148"><figcaption>COIN retail sentiment and message volume on February 8 as of 5:38 a.m. ET | Source: Stocktwits</figcaption></figure>The Gaming Control Board went to the Carson City district court to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gaming.nv.gov/siteassets/content/about/press-release/ngcb-files-civil-enforcement-action-against-coinbase-02.03.26.pdf?">file a civil enforcement</a> action. They asked for a permanent injunction and declaratory relief, as well as an ex parte temporary restraining order to stop Coinbase from offering event contracts on its mobile app in Nevada right away.The board said that under Nevada law, sports event contracts and some other event-based contracts count as gambling, so they need a state license. Regulators also pointed out that Coinbase lets people 18 and older trade the contracts, even though Nevada has a minimum age of 21 for gambling.Last month, Coinbase launched its U.S. prediction markets product in partnership with Kalshi, a Commodity Futures Trading Commission (CFTC)-registered designated contract market. The company says that prediction markets are under federal law and that the CFTC, not state gaming regulators, is in charge of the products.Nevada's action comes after gaming regulators in Connecticut, Michigan, and Illinois told Coinbase to stop doing business there. Coinbase is now fighting these orders in federal court. Coinbase said in those filings that state enforcement efforts "stifle innovation and violate the law," and that the CFTC is the only agency that can oversee regulated prediction markets.<h2 class="st-heading-2">Ark Invest Sells COIN Stock</h2>In a similar vein, Cathie Wood's ARK Invest&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-blsh-stock-dip-buy-ahead-of-earnings-to-see-payoff/cZbFQ4RR4n6">continued to reduce</a> its exposure to Coinbase on Friday by reallocating funds to the digital asset platform Bullish and selling about $22 million worth of COIN shares across several exchange-traded funds. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jim-cramer-robinhoods-bitcoin-exposure-spooking-investors/cZbsNJiR48E">‘A Lot Less Dependable’: Jim Cramer Warns Robinhood’s Bitcoin Exposure Is Spooking Investors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Coinbase Stock Pushes Higher Even As Lawsuit Aims To Block Its Prediction Markets

Following its U.S. launch, Coinbase claimed that its Kalshi-powered prediction markets are governed by the CFTC rather than state gaming laws.

<ul class="summary-bullets"><li>Hedge fund exposure to BlackRock’s iShares Bitcoin Trust came into focus after Bitwise portfolio manager Jeff Park corrected claims around IBIT options limits on Saturday.</li><li>Park said IBIT continued to operate under a 250,000-contract position cap, while a separate SEC proposal to raise the limit to 1 million contracts remains unapproved.</li><li>Brevan Howard, IBIT’s largest disclosed institutional holder with a reported $2.3 billion stake, drew attention after Bloomberg reported its fixed-income fund will shut to external capital.</li></ul>Hedge fund exposure to BlackRock's iShares Bitcoin Trust (IBIT) came under fire on Saturday. The focus grew after Bitwise portfolio manager Jeff Park addressed misconceptions related to the ETF options limit.Park&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dgt10011/status/2020244781742367071?s=20">said</a> on X that reports claiming Nasdaq removed options position limits for IBIT were incorrect. He explained that IBIT continued to operate under the standard 250,000-contract position limit, adding that no rule change had granted unlimited leverage on the fund.<a href="https://stocktwits.com/symbol/IBIT'">BlackRock’s iShares Bitcoin Trust (IBIT)</a> was trading at $39.66 and closed up over 9% on Friday. On Stocktwits, retail sentiment around IBIT remained in the ‘extremely bullish’ zone, as chatter stayed in ‘extremely high’ over the past day.He further explained that the Securities and Exchange Commission (SEC)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/files/rules/sro/nasdaq/2026/34-104649.pdf">filing</a> circulating online applied to other spot Bitcoin and Ethereum ETFs seeking relief from a 25,000-contract cap. He added that a separate proposal filed in November to raise IBIT’s limit to 1 million contracts had not yet been approved,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.federalregister.gov/documents/2025/11/26/2025-21123/self-regulatory-organizations-nasdaq-ise-llc-notice-of-filing-of-proposed-rule-change-to-amend-the">according</a> to the Federal Register.<figure class="image"><a class="st-link-external" href="https://x.com/dgt10011/status/2020244781742367071?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_08_at_1_34_45_AM_png_91da66bd16.webp" alt="Screenshot 2026-02-08 at 1.34.45 AM.png" width="1076" height="1630"></a><figcaption>Bitwise's Jeff Park on the option order limit. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dgt10011">@dgt10011</a>/X</figcaption></figure>Attention has also turned to hedge fund positioning after disclosures showed Brevan Howard as the largest institutional holder of IBIT, with a reported $2.3 billion stake, according to public filing&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-28/brevan-to-shut-golchin-s-hedge-fund-as-focus-turns-to-main-fund">data</a>. Bloomberg reported in late January that Brevan Howard’s $1.4 billion Fixed Income fund would shut to external capital by the end of June, a development that drew market attention amid elevated ETF trading activity.<h2 class="st-heading-2">Record IBIT Trading Sparked Initial Scrutiny</h2>Previously, BitMex co-founder Arthur Hayes said that banks were hedging positions linked to the IBIT ETF, which is why Bitcoin sold off. He brought up Morgan Stanley's "structured note" associated with IBIT, which is essentially a bank wager on Bitcoin. In order to safeguard themselves, these banks had to sell as soon as Bitcoin’s price tanked.Positions in highly leveraged IBIT ETFs had to unwind on Thursday, when the ETF posted record trading volume and elevated options turnover. IBIT also recorded daily net outflows of roughly $175 million that session, while total spot Bitcoin ETFs saw more than $430 million in net outflows.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoHayes/status/2020303703186763914?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_08_at_1_39_07_AM_png_4959df0d5d.webp" alt="Screenshot 2026-02-08 at 1.39.07 AM.png" width="1086" height="1316"></a><figcaption>Arthur Hayes on BlackRock's Bitcoin ETF. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoHayes">@CryptoHayes</a>/X</figcaption></figure>On Saturday, Hayes<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoHayes/status/2020303703186763914?s=20"> noted</a> he is compiling outstanding IBIT-linked structured notes to build an internal volatility surface for trading. He added that once the team identifies compelling trigger points, it plans to position accordingly and disclose the trades afterward.Confirmation of any large institutional repositioning would only emerge through quarterly disclosures. U.S. hedge funds are required to report ETF holdings via Form 13F filings within 45 days of the end of each quarter, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/rules-regulations/staff-guidance/division-investment-management-frequently-asked-questions/frequently-asked-questions-about-form-13f">SEC rules</a>.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-to-0-a-standing-bid-to-buy-it-all-at-2-cents/cZbs0mkR482">Bitcoin To $0? This Cypherpunk Has A Standing Bid To Buy It All At 2 Cents</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Are Hedge Funds Really Behind Bitcoin’s Wild Week? BlackRock’s IBIT Comes Under Spotlight Again

Hedge fund exposure to BlackRock’s IBIT drew attention after options-limit claims were corrected and large institutional holdings came into focus.

<ul class="summary-bullets"><li>Cathie Wood said the crypto market selloff was driven by fading AI hype, a broad crypto pullback, and tighter Federal Reserve policy that reduced liquidity.</li><li>She described the downturn as a market ‘reset’ rather than a collapse, saying the volatility reflected fear and tighter liquidity.</li><li>Wood said the reset was highlighting stronger crypto assets, naming Bitcoin, Ethereum, Solana, and Hyperliquid as emerging winners.</li></ul>ARK Invest CEO/CIO Cathie Wood said on Friday that the recent market volatility was driven by three key reasons: fading AI hype, a broad crypto market reset, and a shift in Federal Reserve macro and liquidity policy.She added, “AI hype, crypto meltdown, and macro variables like Fedspeak—those are the three topics that have really unnerved the markets.”Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=DqAstqD7Pzc">stated</a> in an ARK Invest market update that the first pressure point in the recent market volatility came from the decline of AI hype, as investors began to question heavy spending and high expectations in the technology market.&nbsp;The second reason, Wood added, was a widespread crypto market reset, which followed sharp price declines across major digital assets. According to the 70-year-old asset manager, she recalled many “bear stories” about Bitcoin (BTC) in the last few weeks. “There has been so much negative sentiment,” Wood stated, reflecting fear in markets. However, that is not long-term damage to blockchain fundamentals, she reiterated.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trending at number 1 on Stocktwits and was around $68,575.81, up by 5.2% in the last 24 hours. On Stocktwits, the retail sentiment around Bitcoin improved from ‘extremely bearish’ to ‘bearish’ territory, with chatter at ‘extremely high’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_07_at_6_28_01_AM_png_4f35f47ac8.webp" alt="Screenshot 2026-02-07 at 6.28.01 AM.png" width="1152" height="158"><figcaption>BTC retail sentiment and message volume on February 7 as of 6:28 a.m. ET | Source: Stocktwits</figcaption></figure>The Federal Reserve, under its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.federalreserve.gov/econres/notes/feds-notes/the-central-bank-balance-sheet-trilemma-20260114.html">macro policy</a>, has been reducing the size of its balance sheet since the pandemic, shrinking its holdings of assets such as Treasury securities and mortgage-backed bonds, a process that affects how much liquidity is available in financial markets.Wood marks this as the third factor behind the market volatility, describing it as a “liquidity drain,” tied to a shift in the Fed’s macro policy as it continued reducing the size of its balance sheet. She said uncertainty over how far and how quickly the Fed would reduce its asset holdings was tightening liquidity across the financial system, limiting bank reserves and adding pressure to risk assets like Bitcoin.<h2 class="st-heading-2">Crypto Selloff Seen As A Reset, Not A Breakdown</h2>Wood framed the market decline as a reset rather than a collapse. She pointed out that the recent volatility was largely driven by fear and tighter liquidity, not by long-term damage to innovation-led sectors such as artificial intelligence and blockchain technology.According to Wood, the reset helped separate the “big winners” from the other crypto projects. Her list of crypto projects that emerged stronger as the market adjusted consisted of Bitcoin, Ethereum (ETH), Solana (SOL), and&nbsp;<a href="https://stocktwits.com/coins/hyperliquid">Hyperliquid (HYPE)</a>. Wood added that investors were watching closely how these risk assets performed as liquidity conditions evolved and market confidence stabilized.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-wager-lost-eth-price-falls/cZbpKUsR4Fy">$2 Billion Ethereum Bet By Shanghai-based Firm Gets Wrecked As Ethereum Slides</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ark Invest’s Cathie Wood Flags 3 Reasons Behind The Market Crash

Cathie Wood said markets sold off due to fading AI hype, a crypto market reset, and tighter Federal Reserve policy, adding that the downturn was a reset that is highlighting stronger crypto assets.

<ul class="summary-bullets"><li>BlackRock’s Bitcoin ETF recorded its highest-ever trading day, with $10.7 billion in volume and about $900 million in options premiums.</li><li>Market watchers said the selling may have been driven by an alleged large institutional sale rather than broad-based crypto market pressure.</li><li>The episode shows how Bitcoin ETF options trading is becoming a major part of institutional crypto activity, even as the exact cause remains unconfirmed.</li></ul>Heavy trading in BlackRock’s iShares Bitcoin Trust ETF (IBIT) on Thursday&nbsp;was linked to an alleged large institutional sale&nbsp;rather than the drop in Bitcoin’s (BTC) price to around $60,000.Parker, a market watcher,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TheOtherParker_/status/2019587226871447687?s=20">noted</a> that IBIT saw its highest trading volume ever, with about $10.7 billion traded in a single day. He added that around $900 million in options premiums were traded the same day, marking a record high for IBIT.Parker pointed out that the size of trading activity, along with relatively low liquidations on centralized crypto exchanges, suggested the selling did not come from regular crypto traders. Instead, he said that it may be tied to a large holder, possibly “a hedge fund trading IBIT options is the culprit.”<figure class="image image_resized"><a class="st-link-external" href="https://x.com/TheOtherParker_/thread/2019587226871447687" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_6_11_29_AM_png_975cab2e04.webp" alt="Screenshot 2026-02-06 at 6.11.29 AM.png" width="1124" height="1500"></a><figcaption>Nasdaq requested that the SEC allow it to remove the options contract caps for Bitcoin and Ethereum ETFS. Source: @TheOtherParker_/x</figcaption></figure><h2 class="st-heading-2">Market Signals Point To A Single Source Of Selling</h2>He pointed out that Bitcoin (BTC) and&nbsp;<a href="https://stocktwits.com/coins/solana">Solana (SOL)</a> fell at the same time during the session. Likely, the selling pressure did not come from regular crypto traders using leverage on exchanges, since Bitcoin and Solana fell at the same time in a way that was not typical, and there were fewer forced liquidations on centralized crypto exchanges than you would expect for a move of that size.Parker theorized that IBIT has become a key market for Bitcoin options.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://whalewisdom.com/">Public 13F filings</a> show that some funds hold very large positions in the ETF, including single-asset funds set up to limit risk. He added that the claims are not confirmed and that clearer evidence on the matter would likely come from future 13F filings. These disclosures may not appear until mid-May due to reporting rules. Under current&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/rules-regulations/staff-guidance/division-investment-management-frequently-asked-questions/frequently-asked-questions-about-form-13f">SEC rules</a>, institutional investment managers are required to file Form 13F within 45 days after the end of each quarter, delaying public disclosure of position changes.SoSoValue&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-btc-spot">data</a> shows that the Bitcoin spot ETF had a total net outflow of $434.15 million on Thursday. Yesterday, BlackRock's Bitcoin Spot ETF had the highest net outflow of Bitcoin Spot ETFs, with a daily net outflow of $175.33 million. The total historical net inflow of IBIT is now $61.61 billion.&nbsp;<a href="https://stocktwits.com/symbol/IBIT">iShares Bitcoin Trust ETF (IBIT)</a> was trading at $37.27, up 3.24% in pre-market hours. On Stocktwits, retail sentiment around IBIT improved from ‘bullish’ to ‘extremely bullish’ zone, as chatter remained at ‘extremely high’ levels over the past day. <a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $65,941, down by 7.9% in the last 24 hours.&nbsp;On Stocktwits, the retail sentiment around Bitcoin remained in the ‘extremely bearish’ territory, with chatter at ‘extremely high’ levels over the past day.<h2 class="st-heading-2">Other Analysts Share Similar Views</h2>Another market watcher, Zcasho,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/zcasho/status/2019678429352980531?s=20">shared</a> a similar view. He posted that the Bitcoin drop looked like forced selling rather than a normal market pullback. He pointed to IBIT’s record trading day and said the move may have been caused by a single large sale linked to a leveraged options trade. He added that once the market understands this was likely a one-off event, prices could steady or even recover. The activity comes as Nasdaq ISE&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.federalregister.gov/documents/2025/11/26/2025-21123/self-regulatory-organizations-nasdaq-ise-llc-notice-of-filing-of-proposed-rule-change-to-amend-the">filed</a> a proposal with the U.S. Securities and Exchange Commission (SEC) to expand options trading limits for IBIT that would reflect growing institutional interest in Bitcoin-linked products.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/EricBalchunas/thread/2019404292294312339" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_6_14_43_AM_png_d10015c236.webp" alt="Screenshot 2026-02-06 at 6.14.43 AM.png" width="1154" height="1402"></a><figcaption>Eric Balchunas's strong conviction on ETFs. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas">EricBalchunas</a>/X</figcaption></figure>In a similar vein, Bloomberg’s Senior ETF analyst Eric Balchunas&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas/status/2019404292294312339?s=20">pointed out</a> that while Bitcoin's price is down over 48% from the “Oct high but the amount of btc held by the ETFs is only down 6.6%.”Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/over-two-trillion-wiped-from-crypto-market-since-october/cZbF9KUR4nt">Crypto Lost $2.2 Trillion Since October As Bitcoin Erases Post-Election Rally</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Did a Hedge Fund’s IBIT Trades Trigger The Crypto Selloff? One Analyst Thinks So 

BlackRock’s Bitcoin ETF saw record trading, with one analyst suggesting the move may be linked to an alleged large institutional sale.

BlackRock’s Bitcoin ETF recorded its highest-ever trading day

<ul class="summary-bullets"><li>The crypto market is down about 50% since October, erasing about $2.2 trillion in market cap, The Kobeissi Letter said.</li><li>Bitcoin is down about 10% since Trump’s election, with broad losses across major tokens shown in the post.</li><li>They flagged the October 2025 liquidation spike and said market depth remains more than 30% below its October peak.</li></ul>Bitcoin (BTC)&nbsp;erased its post-election rally on Thursday, according to The Kobeissi Letter, as a broader crypto sell-off left the market down about 50% since October last year.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530610038165927?s=20">explained</a> on X that the crypto market’s decline since last October has erased about $2.2 trillion in total market capitalization, after Bitcoin reached an all-time high that same month. It added that Bitcoin is now down about 10% since Trump’s election, describing the move as a full reversal of the post-election advance.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/KobeissiLetter/status/2019530610038165927?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_5_01_07_AM_png_f267846554.webp" alt="Screenshot 2026-02-06 at 5.01.07 AM.png" width="800" height="1018"></a><figcaption>Market analyst The Kobessi Letter on crypto crash. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter">KobeissiLetter</a>/X</figcaption></figure><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530623887770072?s=20">According</a> to the Kobeissi Letter, the selloff was not limited to crypto. The selling pressure spread into other asset classes, with sharp declines in large-cap technology stocks, even when earnings were strong. Microsoft&nbsp;(MSFT)&nbsp;went down by 10.53%, Nvidia&nbsp;(NVDA)&nbsp;was down by 10.7%, and Google&nbsp;(GOOGL/GOOG)&nbsp;was down by 2.66%. It pointed out that the “liquidation gaps” in crypto were carrying over into equities.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $65,030.20, down by 9.25% in 24 hours. On Stocktwits, retail sentiment around Bitcoin remained in ‘extremely bearish’ territory, while chatter levels remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Liquidations And Market Depth Since October</h2>A chart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530612898689359">shared</a> by the global markets commentator showed that 6th October marked a record high for total crypto market value at about $4.3 trillion and pointed to 10th October as a “record crypto liquidation.” This marked the biggest liquidation event in crypto’s history, with roughly $19.5 billion in leveraged positions being wiped out over 24 hours, dwarfing the FTX collapse in late 2022.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/KobeissiLetter/status/2019530612898689359/photo/1" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/H_Ab_HY_Mw_Wo_A_Auei_png_d92a4cbcee.webp" alt="HAbHYMwWoAAuei_.png" width="749" height="410"></a><figcaption>Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter">KobeissiLetter</a>/X</figcaption></figure>In the same chart, The Kobessi Letters marked 5th February as the point when crypto “erased” about $2 trillion in market cap, with the market cap reading around $2.34 trillion.The Kobeissi Letter further&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530628547375183?s=20">noted</a> that the decline on Thursday was “particularly noteworthy” because Bitcoin fell more than $9,000 on the day and selling pressure was “constant.” It added that, at times, Bitcoin dropped more than $2,000 in a matter of minutes. The Kobeissi Letter also shared a five-minute Bitcoin-U.S. dollar chart highlighting three intraday “gaps,” with the price shown around $63,338.The thread also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530621014667577">mentioned</a> that Bitcoin traded in a range between mid-November and mid-January before breaking lower around the middle of January this year. According to the posts, about $10 billion in leveraged positions have been liquidated in the last two weeks.&nbsp;The account&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530626353766804">cited</a> weaker market depth, which it described as the capital available to absorb large orders, saying it remains more than 30% below its October peak.&nbsp;Finally, The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2019530630963556449/photo/1">addressed</a> where a crypto bottom could form. It said a crypto bottom would come when “structural liquidity” is restored, alongside capitulation in price and leverage and “maximum bearish sentiment,” adding that the market appears “somewhat near that point.”&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/worst-crypto-winter-ever-epstein-files-to-capital-outflows-bitcoin/cZbFeBnR4no">‘Worst Crypto Winter Ever?’ – Analysts Blame Everything From The Epstein Files To Capital Outflows For Bitcoin’s Drop To $65K</a> For updates and corrections, email newsroom[at]stocktwits[dot]com

Crypto Lost $2.2 Trillion Since October As Bitcoin Erases Post-Election Rally

Bitcoin erased its post-election rally by Thursday morning, as crypto fell around 50% below October levels, the Kobeissi Letter said.

$2.2 Trillion Wiped From Crypto Market Since October

Bitcoin erased its post-election rally by Thursday morning, as crypto fell around 50% below October levels, the Kobeissi Letter said.


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