SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amid escalating Middle East tensions driving a significant surge in oil prices and prompting global market jitters, with the community widely debating if the market faces a major crash or presents a generational buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing significant bearish sentiment as escalating Middle East tensions drive oil prices sharply higher, prompting widespread community discussion of a potential "Black Monday" and a major downturn for tech and growth stocks.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is trending as escalating Middle East conflict, including Israeli strikes on Iranian oil facilities and Strait of Hormuz disruptions, drives crude prices past $100. The community is sharply divided, with bulls celebrating massive gains and anticipating further spikes, while bears view the surge as a "manufactured move" or "bull trap" amidst broader market concerns.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd (INDO) is trending due to rapidly escalating geopolitical tensions driving crude oil prices significantly higher, sparking significant community chatter about a massive short squeeze. Traders are closely watching for a strong price breakout, drawing comparisons to the stock's parabolic ascent during previous oil spikes.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community discussion intensifies around escalating geopolitical tensions, with many expressing concern over surging oil prices and potential market instability stemming from the administration's actions in Iran, contrasting sharply with some unwavering support for the political figure.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the market keenly awaits an imminent regulatory report on its autonomous driving safety, a pivotal moment for its robotaxi future. This comes amidst rising global oil prices, prompting community discussion on whether this will drive EV adoption despite widespread market caution and ongoing debate over Tesla's valuation and slowing sales.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The biotech community is highly anticipating SLS's Phase 3 results for its GPS immunotherapy, with recent CEO comments on "curative outcomes" in AML fueling speculation about groundbreaking efficacy and an imminent buyout, despite significant short interest.

ProShares Trust - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

SCO is trending as the community aggressively accumulates this inverse crude oil ETF, betting on an eventual significant pullback in oil prices from current levels despite ongoing Middle East geopolitical tensions. Traders are actively shorting crude, viewing recent spikes as opportunities to build bearish positions amidst concerns of potential oversupply.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp (BATL) is trending as crude oil prices surge due to escalating Middle East tensions and disruptions to oil infrastructure, with the community actively anticipating a short squeeze and further parabolic moves for this low-float energy play. Traders are positioning for significant upside, drawing parallels to other oil stocks benefiting from global supply concerns.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF is experiencing extreme volatility as escalating US-Iran tensions and surging oil prices fuel fears of a broader market downturn, sparking intense community debate between predictions of a "Black Monday" and hopes for a quick rebound.

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<ul class="summary-bullets"><li>Spot Bitcoin ETFs saw their biggest drawdown since launch, with more than $8.9 billion flowing out during the recent market correction, according to CryptoQuant analyst Darkfost.</li><li>BlackRock’s iShares Bitcoin Trust was hit the hardest, losing over 42,000 BTC from its peak holdings of more than 806,000 BTC.</li><li>On Tuesday, U.S. spot Bitcoin ETFs recorded daily inflows, while spot Ethereum ETFs saw daily outflows.</li></ul>While Bitcoin hit the $71,000 mark on Wednesday, after a weak February, analysts have flagged that Bitcoin ETFs have seen the largest drawdown since their launch in July of 2024.According to CryptoQuant&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/69a7c79021484b085831c1ec-Bitcoin-ETFs-experienced-largest-Drawdown-since-launch?utm_source=twitter&amp;utm_medium=sns&amp;utm_campaign=quicktake&amp;utm_content=darkfost">analyst</a> Darkfost, Spot Bitcoin ETFs suffered their largest drop since inception, while Bitcoin traded below $70,000. This had put a lot of pressure on ETF investors, who had an average cost basis of about $79,000, the analyst said.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_04_at_5_21_21_AM_png_435cb51e7f.webp" alt="Screenshot 2026-03-04 at 5.21.21 AM.png" width="884" height="1432"><figcaption>Crytoquant analyst darkfost flags Bitcoin ETF outflows reaching an all-time high. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/quicktake/69a7c79021484b085831c1ec-Bitcoin-ETFs-experienced-largest-Drawdown-since-launch">CryptoQuant</a>.</figcaption></figure>During the recent correction, “more than $8.9 billion has flowed out of this market,” said Darkfost. The iShares Bitcoin Trust (IBIT) from BlackRock was hit the hardest, losing more than 42,000 BTC from its peak holdings of more than 806,000 BTC. Despite the sharp outflows, things seem to be getting better, with the drawdown returning to about $7.8 billion from its all-time high. If ETF investors continue to buy more Bitcoin, it could help the price settle down more in the near future.&nbsp;<a href="https://stocktwits.com/symbol/ETHA/sentiment">iShares Ethereum Trust ETF (ETHA)&nbsp;</a>&nbsp;was up by 5.36% from its previous close of $14.93. On Stocktwits, the retail sentiment around ETHA changed from ‘neutral’ to ‘bearish’ territory, with chatter at ‘low’ levels over the past day.<h2 class="st-heading-2">Markets React To Rising Geopolitical Conflict</h2>The&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-climbs-past-71-000-to-its-highest-level-in-nearly-a-month/cZd9iBGRI5L">sharp rise in Bitcoin’s price</a> comes amid the geopolitical background where Israeli and US strikes on Iran continued, while Israel reportedly intensified attacks on Tehran and Beirut. In response to the escalating conflict, the Association of Southeast Asian Nations (ASEAN) released a statement saying it would closely monitor the situation and expressed “serious concern” over the escalation.&nbsp;The bloc warned that the conflict posed risks to civilian safety and regional and global stability and called on all countries to respect international law and the United Nations Charter.&nbsp;Previously, analyst George Tung cited historical data and stated that while Bitcoin’s price initially reacts negatively&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-iran-war-headlines-bitcoins-structure-is-stable/cZdcyRNRIce">to war headlines</a>, ETF inflow surges, pushing prices back up.&nbsp;<h2 class="st-heading-2">XRP, Solana ETFs See Daily Gains, Ethereum ETFs Buck The Trend</h2>As of Tuesday, U.S. spot Bitcoin ETFs saw a net inflow of $225.15 million every day. At the same time, U.S. spot Ethereum ETFs lost $10.75 million every day. U.S. spot XRP ETFs had a daily net inflow of $7.53 million, while U.S. spot Solana ETFs had a smaller daily net inflow of $1.03 million.<a href="https://stocktwits.com/symbol/ETHA/sentiment">iShares Ethereum Trust ETF (ETHA)&nbsp;</a>was up by 5.36% in pre-market hours. On Stocktwits, the retail sentiment around ETHA changed from ‘neutral’ to ‘bearish’ territory, with chatter at ‘low’ levels over the past day.The largest inflow was seen in the Bitwise XRP ETF, the largest XRP ETF, up 0.38% in pre-market hours. Similarly, Bitwise Solana Staking ETF (BSOL) was up 6.49% pre-market hours. On Stocktwits, retail sentiment around XRP ETF remained in the ‘neutral’ territory, while BSOL was in the ‘bearish’ zone.&nbsp; Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mara-sell-bitcoin-amid-one-billion-net-loss/cZdeZAuRIPZ">MARA Plans To Sell Bitcoin Amid $1.7 Billion Q4 Net Loss</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin ETFs See Highest Drawdown Since Launch While BTC Reclaims $71,000 

Analyst Drakfost pointed out that the Bitcoin ETF drawdown has now returned to $7.8 billion from its all-time high of $9 billion.

Equity

<ul class="summary-bullets"><li>Nasdaq would reportedly be entering the prediction market space by proposing binary “Outcome Related Options” tied to the Nasdaq 100 Index.</li><li>The contracts would allow traders to take yes-or-no positions on defined index outcomes, with fixed payouts.</li><li>The proposed products were pending SEC approval and would mark Nasdaq’s first direct move into prediction-style trading.</li></ul>Nasdaq Inc. is reportedly planning to enter the prediction market by launching binary-style contracts tied to the Nasdaq 100 Index.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-02/nasdaq-plans-prediction-market-yes-or-no-options-on-nasdaq-100">report</a>, the exchange operator filed a proposed rule change with the US Securities and Exchange Commission (SEC) to introduce an “Outcome Related Options.” The contracts would allow traders to take a yes-or-no position on whether a specified index-related event could occur, with payouts determined by the outcome of that binary proposition.If approved, the products would trade on both the Nasdaq 100 Index and the Nasdaq 100 Micro Index. The contracts are expected to be priced between $0.01 and $1.00, creating a fixed-risk structure in which traders either receive a full payout or lose their premium depending on the outcome.<h2 class="st-heading-2">Wall Street Moves Closer To Event Trading</h2>The move would mark Nasdaq’s first formal step into prediction markets, a segment that has gained traction in recent years through platforms such as Kalshi and Polymarket. These venues have popularized event-based contracts tied to elections, macroeconomic data, and geopolitical developments.Unlike the Commodity Futures Trading Commission (CFTC) regulated prediction platforms, Nasdaq’s proposed contracts would fall under SEC oversight as listed options products.&nbsp;The Nasdaq 100, which tracks 100 of the largest non-financial companies listed on the exchange, like Apple (AAPL) and NVIDIA (NVDA), is already among the most actively traded indices globally. Options tied to the index saw significant growth, particularly among short-term traders using weekly and daily expiries.Nasdaq’s proposal is yet to receive the SEC approval.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/bmnr-stock-jumps-acquires-nearly-fifty-thousand-eth-last-week/cZd3QpCRI2I">BMNR Stock Jumps 11% After Bitmine Immersion Acquires Nearly 51,000 ETH Last Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The NASDAQ MarketSite in Times Square is seen November 20, 2006 in New York City. (Photo by Spencer Platt/Getty Images)

Nasdaq Eyes ‘Yes-Or-No’ Contracts On Major Indexes, Steps Into Prediction Market

Unlike CFTC-regulated prediction platforms, Nasdaq's proposed contracts would be regulated by the SEC.

Cryptocurrency

Unlike CFTC-regulated prediction platforms, Nasdaq's proposed contracts would be regulated by the SEC.


<ul class="summary-bullets"><li>Investors continued trading during the downturn and spread their holdings across a wider range of cryptocurrencies beyond Bitcoin and Ethereum.</li><li>Users showed growing comfort with market volatility, treating price declines as opportunities to adjust positions rather than as reasons to exit the market.</li><li>Institutional players also moved toward yield-focused products, including proposed staking-based exchange-traded funds.</li></ul>Robinhood’s (HOOD) head of crypto, Johann Kerbat, told CoinTelegraph that investors are expanding beyond basic crypto tokens and pointed towards the growing demand for staking and decentralized finance tools.In an exclusive interview with CoinTelegraph on Sunday, Kerbrat&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cointelegraph.com/news/crypto-investors-explore-assets-bitcoin-ethereum-market-uncertainty-robinhood">said</a> Robinhood customers are treating the recent market downturn as “an opportunity to buy the dip.”&nbsp;He said that trading activity has remained steady, with users diversifying beyond the largest tokens, such as <a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> and <a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a>. “We actually see a lot of customers continuing to trade crypto and diversifying, not just on the top two or three assets, but actually going pretty wide,” he added.Kerbrat pointed out that Robinhood’s staking feature has gained “very strong traction” since it was introduced in December. He said more customers are using staking to earn rewards on their tokens and are exploring decentralized finance tools instead of simply holding the assets. The Robinhood exec added that this trend is “pretty fun to see.”<h2 class="st-heading-2">BlackRock Moves Toward Staked Ethereum ETF</h2>This trend of focusing on earning yield has not been limited to retail investors. According to an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2099103/000143774926004276/iset20260214_s1a.htm">S-1/A filing</a> from early February, BlackRock is preparing to launch its proposed iShares Staked Ethereum Trust (ETHB), which would allow the fund to stake Ethereum directly and earn rewards from the network. The filing stated that the trust may stake a large share of its Ethereum while keeping some assets available in case investors choose to sell their shares.<h2 class="st-heading-2">Crypto Investment Products Expand Beyond Bitcoin And Ethereum</h2>Amid this broader shift toward active crypto participation, crypto investment products have also grown sharply over the past five years. According to CoinShares’ Digital Asset Fund Flows&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://coinshares.com/corp/insights/research-data/fund-flows-29-12-25/">report</a> from late December, digital asset investment products recorded year-to-date inflows of around $46.3 billion.&nbsp;The report also showed that while Bitcoin and Ethereum products saw recent outflows, newer ETFs tied to digital assets such as&nbsp;<a href="https://stocktwits.com/coins/ripple">Ripple’s XRP (XRP)</a> and&nbsp;<a href="https://stocktwits.com/coins/solana">Solana (SOL</a>) saw inflows following their US launches. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-btc-spot">Sosovalue</a>,&nbsp;the <a href="https://stocktwits.com/symbol/XRP">US XRP ETF</a> saw $1.23 billion while the US Solana ETF saw around $889.49 million in cumulative total net inflows as of Friday.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/economist-timothy-peterson-bitcoin-price-by-year-end/cZRqgz4R4UB">Economist Timothy Peterson Sees Bitcoin Rallying Towards $122,000 By Year-End</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this Photo illustration a Bitcoin logo seen displayed on a smartphone with an ETF(exchange traded fund) logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)

Robinhood Says Investors View The Bear Market As ‘An Opportunity To Buy The Dip’

Crypto traders are not retreating amid volatility, instead diversifying holdings as US XRP ETF saw $1.23 billion while US Solana ETF saw around $889.49 million in cumulative total net inflows as of Friday.

Robinhood Executive Says Traders Are Treating Bear Market As A ‘Buy The Dip’ Moment

<ul class="summary-bullets"><li>Glassnode data shows that U.S. spot Bitcoin ETF balances are down by about 100.3K Bitcoin from their October peak.&nbsp;</li><li>The 30-day average of net ETF flows for both Bitcoin and Ethereum has stayed negative for most of the past 90 days, and there is no clear sign of renewed demand.</li><li>Ethereum ETFs have had more inflow days than Bitcoin ETFs in the last two weeks, as BlackRock moves forward with its staked Ethereum ETF.</li></ul>According to Glassnode, U.S. spot Bitcoin ETF holdings have seen the steepest decline since the price peak in early October.Glassnode&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/glassnode/status/2024632805070623140?s=20">pointed out</a> that the ETF balances fell about 100.3K BTC from the cycle high in aggregate balances. The firm presented it as part of a larger wave of de-risking that has been giving the tape more structural weight.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/glassnode/status/2024632805070623140?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_7_21_35_AM_png_835e90b80c.webp" alt="Screenshot 2026-02-21 at 7.21.35 AM.png" width="908" height="838"></a><figcaption>Glassnode on the US Spot ETFs balance. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/glassnode">@glassnode</a>/x</figcaption></figure>&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/glassnode_studio_btc_us_spot_etf_balances_btc_png_9671bb1c81.webp" alt="glassnode-studio_btc-us-spot-etf-balances-btc.png" width="3200" height="1800"><figcaption>Balance of US Bitcoin Spot ETF. Source: Glassnode</figcaption></figure>Glassnode says that investors aren't rushing to sell, but demand for Bitcoin ETFs has gone down, and holdings are slowly going down, which can lower prices further. Changes in how investors act in one big ETF matter more than changes in how investors act in smaller products, since most of the ETF exposure is in that one big fund. In general, this doesn't look like panic selling; it looks more like big investors slowly lowering their risk, which can slow down how quickly prices go back up until new demand comes back.Previously, Glassnode&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/glassnode/status/2021951833170964517?s=20">pointed out</a> that the 30-day moving average of net flows for Bitcoin and Ethereum spot ETFs has been negative for most of the past 90 days and that there is "no sign" of renewed demand yet.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $68,100.94, up 0.9% in the last 24 hours. On Stocktwits, retail sentiment around BTC remained in ‘bearish’ territory, as chatter remained at ‘low’ levels over the past day.<h2 class="st-heading-2">Ethereum ETFs Log More Inflow Days Than Bitcoin</h2>In the last two weeks alone, 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 Ethereum ETFs had more green days than Bitcoin ETFs, suggesting steadier allocation even amid overall risk-off flows.BlackRock is pushing the Ethereum ETF category way beyond its current&nbsp;<a href="https://stocktwits.com/symbol/ETHA">iShares Ethereum Trust ETF (ETHA),</a> even as it continues to reduce its balance on its Bitcoin ETF. In a revised filing with the US Securities and Exchange Commission for its iShares Staked Ethereum Trust ETF (ETHB), BlackRock said it plans to stake 70%–95% of the trust's Ether under normal conditions.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/arkham/status/2025133554196512999?s=20">According</a> to Arkham Intelligence, BlackRock will also maintain a 5% to 30% "liquidity sleeve" of tokens unstaked to handle creations and redemptions. The filing also says that the sponsor and the prime execution agent will get 18% of the total gross staking consideration, with the trust keeping the rest. There will also be a 0.25% sponsor fee, temporarily reduced to 0.12% for the first $2.5 billion in assets for 12 months after listing.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/chartist-reveals-new-xrp-target-bullish-analysis/cZR8BJ4R4Ub">Prominent Chartist Reveals New XRP Target After Bullish Analysis</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum Bitcoin together. Source: Getty Images

Bitcoin ETF Balances Slide To 100K BTC, Since October Peak

BlackRock expands beyond ETHA with a staked ETH ETF plan, even as it trims Bitcoin ETF balances.

<ul class="summary-bullets"><li>Glassnode data showed that whales have taken out an estimated 60,000 to 100,000 BTC from exchanges.&nbsp;</li><li>Analyst Cauconomy said the entire post-October whale drawdown has now been reversed, indicating prices might uptick.&nbsp;</li><li>CryptoQuant data showed Ethereum accumulating whales increased balances despite falling prices.</li></ul>Bitcoin wallets that held between 1,000 and 10,000 Bitcoin rebuilt their reserves to levels not seen since the market downturn in October 2025. This is a sign of a V-shaped accumulation phase.According to Glassnode charts, large holders increased their total balance to approximately 3.09 million Bitcoin (BTC) by the end of last year, up from 2.86 million BTC, a gain of roughly 230,000 BTC over three months, valued at $15.59 billion. It was first&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Cointelegraph/status/2024984488267468854">reported</a> by Cointelegraph.Glassnode data showed gross exchange whale withdrawals averaging 3.5% of total exchange-held BTC supply over 30 days, marking the strongest pace since November 2024. Based on current exchange balances, that translates to roughly 60,000 to 100,000 BTC in accumulation over the past month, which is worth 4.07 billion to $6.78 billion at current Bitcoin prices.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_10_png_86351f877a.webp" alt="image (10).png" width="3200" height="1800"><figcaption>Whale holdings over the past 30 days. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/analytics/query/65e79e8e7a4bca10185180d8?v=6602e54b058f047ac8f85ae5">CryptoQuant.</a></figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $68,117.64, flat over the past 48 hours. On Stockwits, the retail sentiment around BTC remained in the ‘bearish’ territory, as the chatter levels around it remained at ‘low’ over the past day.&nbsp;<h2 class="st-heading-2">V-shaped Recovery In Whale Balances</h2>An analyst, Cauconomy,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/69983917c876a02133a04bc2-Whales-reaccumulate-everything-they-sold-since-October">explained</a> that “the entire reduction in whale reserves that occurred after October last year has now been reversed.” He added that “[this] V-shaped recovery signaled strong institutional accumulation in the last 30 days, taking advantage of falling prices and accumulating more than 98 thousand BTCs.&nbsp;In late 2020 and early 2021, whale balances went from sharp distribution to rapid reaccumulation. This change happened before Bitcoin's big continuation leg during the 2021 bull run. The current setup from late 2025 to early 2026 is similar, with big holders selling near local tops and then quickly rebuilding their positions during the pullback.<h2 class="st-heading-2">Ethereum Accumulating Whales Mirror The Pattern</h2>Ethereum accumulation trends also drew attention from industry experts.Fundstrat head of research Tom Lee&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-tom-lee-sees-v-shaped-ethereum-price-recovery-adds-40000-eth/cZbxDzmR4YT">said last week that Ethereum</a> had historically staged V-shaped recoveries following major corrections. He noted that ETH declined by 64% from January to March of the previous year. “However, in each of the eight instances, the chart showed a V-shaped recovery. The asset rebounded 100% of the time almost as quickly as it fell,” Lee added.Separately, a CryptoQuant contributor, CryptoMe,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cryptoquant.com/insights/quicktake/699751bb312550148f4ec160-ETH-Is-Falling-What-Are-Accumulating-Whales-Doing-Right-Now-Buying-or-Sellilng">shared</a> data showing that Ethereum “accumulating addresses” increased balances. Citing realized price, balance, and realized cap metrics, the contributor wrote that “there is no selling behavior in the accumulating whales,” adding that the data reflected only the accumulating cohort.<figure class="image"><a class="st-link-external" href="https://cryptoquant.com/insights/quicktake/699751bb312550148f4ec160-ETH-Is-Falling-What-Are-Accumulating-Whales-Doing-Right-Now-Buying-or-Sellilng" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_4_23_26_AM_png_8bd19c904f.webp" alt="Screenshot 2026-02-21 at 4.23.26 AM.png" width="658" height="1444"></a><figcaption>CryptoQuant analyst on Ethereum. Source: @CryptoM</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $1,962, up by 0.2% over 24 hours. On Stockwits, the retail sentiment around ETH moved from ‘bearish’ to ‘extremely bearish,’ as chatter levels around it remained ‘low’ over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/supreme-court-trump-tariffs-tom-lee-bitcoin-trigger-bull/cZR85bqR4x6">Supreme Court Blocks Trump’s Tariffs, Tom Lee Thinks It Could Be Bitcoin’s Next Bullish Trigger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tokens representing Bitcoin are placed on a mobile screen showing a declining cryptocurrency chart BTC - U.S. Dollar, seen in this photo illustration in Brussels, Belgium, on February 6, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

After Ethereum, Bitcoin Whales Pile Back In With V-Shaped Accumulation

Analysts are taking notice of Bitcoin after Ethereum's accumulation patterns  where Tom Lee noted that Ethereum has repeatedly recovered in a V-shape after significant declines.

<ul class="summary-bullets"><li>Limiting tariff powers might make policies less uncertain, ease inflation, and give Bitcoin a chance to go up again before the end of the year, according to Tom Lee.</li><li>The ruling limits the broad tariff authority, but the White House's pushback keeps the policy risk high in the short term.</li><li>In the past, tariff increases caused big drops in crypto and stock prices, showing that trade policy is a major risk factor.</li></ul>Fundstrat co-founder Tom Lee said Supreme Court hearings on the administration’s tariff powers could be a positive catalyst for crypto, arguing that limiting tariffs could reduce uncertainty and support risk assets.In an interview with CNBC on Friday, Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=bh34Wnd5U8s">said</a> investors seemed relieved that the Court may place limits on broad executive tariff authority. He said once markets move past the tariff agenda, attention could return to cooling inflation, softer labor data, and the prospect of Federal Reserve rate cuts.&nbsp;“With positive Washington tailwinds, I think Bitcoin can do well to the end of the year,” Lee said, adding that Bitcoin reaching $150,000 or higher remains possible even though sentiment feels weak.Lee said recent market weakness has been largely driven by uncertainty over trade policy. He explained that tariffs can push inflation higher and make it harder for the Fed to cut rates. If the court limits tariffs, inflation pressure could ease, giving the Fed more room to lower rates and improving conditions for risk assets like Bitcoin (BTC).Lee also added that the Court’s involvement could reduce one of the biggest sources of policy uncertainty facing markets. He argued that clarity around trade policy may allow investors to focus again on inflation trends and rate expectations rather than headline risk.<h2 class="st-heading-2">Supreme Court Blocks Trump Tariffs But White House Pushes Back</h2>On Friday, the Supreme Court dealt a big blow to President Donald Trump by saying that he went too far when he used a law meant for national emergencies to impose wide-ranging tariffs.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/WhiteHouse/status/2024921307855417373?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_2_49_49_AM_png_3bac9b1fe5.webp" alt="Screenshot 2026-02-21 at 2.49.49 AM.png" width="966" height="1008"></a><figcaption>White House announces tariffs will stay in place as President Trump adds another 10% tarriff on countries. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/WhiteHouse">WhiteHouse</a>/x</figcaption></figure>The White House, on the other hand,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/WhiteHouse/status/2024921307855417373?s=20">said</a> again that "Nothing changes, they will be paying tariffs," which goes against the ruling from Friday.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2024862913761001477"> According</a> to the Kobessi Letter, the government is expected to pay American citizens back over $150 billion.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $67,752.24, flat in the last 24 hours. On Stocktwits, the retail sentiment remained in ‘bearish’ territory, with chatter at ‘low’ levels over the past day.In October last year, when Trump imposed a 100% tariff hike on China, the crypto market saw over $19 billion in liquidation, as per Coinglass data. Paul Barron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=mIqAPkbepSY">stated</a> that the uncertainty quickly spilled into financial markets. He noted that the S&amp;P 500 had fallen 10.5% from its 2025 highs, marking a sharp drawdown.&nbsp;<h2 class="st-heading-2">Supreme Court Ruling Sparks Stock Market Bounce</h2>The US stock market went up shortly after the Supreme Court ruled against Trump's 'unlawful' tariffs. The S&amp;P 500 shot up by almost 0.7%, and the Dow Jones Industrial Average went up by about 0.5%. The Nasdaq Composite, which heavily tracks tech stocks, led the way with a gain of almost 0.9%.<figure class="image"><a class="st-link-external" href="https://x.com/CoinbaseInsto/status/2024950015488410101?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_2_47_32_AM_png_43506842da.webp" alt="Screenshot 2026-02-21 at 2.47.32 AM.png" width="952" height="1568"></a><figcaption>Bitcoin's 90-day correlation to IGV. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CoinbaseInsto">CoinbaseInsto</a>/x</figcaption></figure>According to Coinbase Institutional, Bitcoin is also moving like a software technology stock. On Friday, Coinbase&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/coinbaseinsto/status/2024950015488410101?s=46">shared</a> that Bitcoin’s 90-day rolling correlation with the <a href="https://stocktwits.com/symbol/IGV">iShares Tech-Software ETF (IGV)</a> has remained higher than usual but noted that this link may not last and could change quickly if market conditions shift. In the last 24 hours, Bitcoin has seen over $7 million in leveraged flush.&nbsp; Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/scaramucci-banks-cab-companies-coinbase-tether-as-uber/cZR8TiQR4xz">Scaramucci Calls Banks ‘Cab Companies’, Frames Coinbase And Tether As ‘Uber’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US President Donald Trump speaks during a press conference at the White House, Washington, D.C., US on February 20, 2026. (Photo by Kyle Mazza/Anadolu via Getty Images)

Supreme Court Blocks Trump’s Tariffs, Tom Lee Thinks It Could Be Bitcoin’s Next Bullish Trigger

Last year, when President Trump imposed a 100% tariff hike on China, the crypto market saw over $19 billion in liquidation.

Could The Supreme Court Blocking Tariffs Be Bitcoin’s Next Catalyst? Fundstrat’s Tom Lee Thinks So 

Last year, when President Trump imposed a 100% tariff hike on China, the crypto market saw over $19 billion in liquidation.



<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.

<ul class="summary-bullets"><li>Bloomberg ETF analyst Eric Balchunas said that Truth Social filed new Bitcoin, Ether, and Cronos-linked ETF proposals on Friday.</li><li>Yorkville America Equities submitted the filings, expanding on Truth Social’s earlier spot Bitcoin and blue-chip crypto ETF plans.</li><li>The new Truth Social Cronos Yield Maximizer ETF is an expansion of Trump Media’s ties with Crypto.com that began in August last year.&nbsp;</li></ul>Truth Social, Trump’s social media platform, expanded its push into digital assets, filing for two new exchange-traded funds (ETFs) tied to Bitcoin and Ethereum, Bloomberg ETF analyst Eric Balchunas said on Friday.Yorkville America Equities, the asset manager behind a series of ETFs tied to U.S. President Donald Trump’s Truth Social brand, submitted the registration documents for the new products.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas/status/2022369458988179923?s=20">According</a> to Balchunas, the filings include the “Truth Social Cronos Yield Maximizer ETF” and the “Truth Social Bitcoin and Ether ETF.” Neither of those earlier funds has launched yet. The proposed Bitcoin and Ether ETF would provide exposure to the two largest cryptocurrencies by market capitalization.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/EricBalchunas/status/2022369458988179923?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_14_at_4_01_04_AM_png_9428e05ceb.webp" alt="Screenshot 2026-02-14 at 4.01.04 AM.png" width="1198" height="1328"></a><figcaption>Eric Balchunas on Truth Social's new crypto ETFs. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas">EricBalchunas</a>/x</figcaption></figure>The Cronos ETF filing references CRO, the native token of the Cronos blockchain ecosystem.&nbsp;<a href="https://stocktwits.com/coins/crypto-com-chain">Cronos (CRO)</a> was trading at $0.08, up by 6.2% over 24 hours. On Stockwits, the retail sentiment around CRO remained in the ‘neutral’ territory, as chatter levels around it also remained ‘high’ over the past day.Last year,&nbsp;<a href="https://stocktwits.com/symbol/DJT">Trump Media (DJT)</a> announced a partnership with Crypto.com, which developed the Cronos blockchain. In December, Trump Media also announced that it would award its shareholders with one CRO token for every whole share they own. The firm, majorly owned by President Donald Trump, had also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2025/08/26/3139279/0/en/Trump-Media-Group-CRO-Strategy-to-Acquire-6-42-Billion-for-CRO-Digital-Asset-Treasury.html">raised over</a> $6.4 billion to invest in Crypto.com back in August 2025.On Stocktwits, retail sentiment around DJT dropped from ‘neutral’ to ‘bearish’, while chatter remained at ‘low’ levels over the past day, despite its expansion in crypto ETFs.<h2 class="st-heading-2">Earlier Filings And Regulatory Backdrop</h2>Truth Social first signaled its crypto ambitions in June 2025, when it filed an S-1 registration statement for a spot Bitcoin ETF under its brand. That was followed in July 2025 by a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2075457/000110465925066296/tm2519799-1_s1.htm">Blue Chip Digital Asset ETF</a> targeting a basket of large-cap altcoins. Both products are still awaiting regulatory clearance.The expansion into multiple crypto ETFs comes as lawmakers debate the U.S. Senate’s Digital Asset Market Clarity Act, which aims to establish clearer oversight for crypto markets. President Donald Trump, a primary owner of TMTG, previously faced political scrutiny over his personal business ties to the sector, an issue that has become part of the broader regulatory conversation,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/trump-djt-truth-social-stake-056d0e99?gaa_at=eafs&amp;gaa_n=AWEtsqdAJaI2sk5cD9bEIPffKjdcqLKfLghL__siXg_0HOP1umfBQcmTsbRVNJRUP5k%3D&amp;gaa_ts=698f8f81&amp;gaa_sig=jZDiTlp8myOsDtz61IOljQQouSiBGfwm90pJgjD6w9b33zW-EGiGGoiPHv77QKNPFvEGIW68dlNKU41GyLDazQ%3D%3D">according</a> to Barrons.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-advisor-capital-clarity-act-should-pass-soon/cZR4pv1R4tF">‘Let's Not Let Any Moss Grow Here’: White House Advisor Sees ‘Trillions’ In Capital Ready To Enter Crypto, CLARITY Act Should Pass Soon</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Account of President of the United States, Donald Trump, on the Truth social network is displayed through a magnifying glass in this photo illustration in Ontario, Canada, on February 9, 2026. Photo by Thomas Fuller/NurPhoto via Getty Images)

Truth Social Files New Bitcoin, Ether, And Cronos ETF Filings Despite SEC Delays

Truth Social filed new Bitcoin, Ether, and Cronos exchange-traded funds (ETFs) proposals as U.S. lawmakers debated the Digital Asset Market CLARITY Act.

President Trump’s Truth Social Is Not Done With Crypto ETFs – Files 3 New ETFs

<ul class="summary-bullets"><li>Jefferies’ Andrew Moss said the recent selloff was a correction, not a crypto winter, arguing that industry development and institutional activity remained intact.</li><li>Bitcoin had fallen about 47% from its early October high and moved closely with tech stocks, as its correlation with the Nasdaq remained elevated.</li></ul>Bitcoin’s (BTC) drop below $67,000 has rattled investors, but Wall Street analysts are not calling time on crypto yet. According to Andrew Moss, Jefferies’ senior vice president and head of digital assets research, this sharp decline appears to be a market correction, not the start of a new crypto winter.&nbsp;Speaking on Yahoo Finance on Tuesday, Andrew Moss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=tC_zAiK7mic">stated</a> that the pullback in the crypto market is a correction, not a structural downturn. “I’d argue that we’re not in a crypto winter,” he added. According to him, a true winter period would be when prices fall and “development slows, TradFi initiatives decelerate, and questions emerge about the longevity of this industry.”Moss added that Bitcoin is down about 47% from its all-time high since early October 2025, while Ethereum (ETH) has fallen roughly 55%, acknowledging that there are sharp price drops, but he argued that price drops alone do not equal a crypto winter.&nbsp;<h2 class="st-heading-2">Crypto Volatile, Retail Sentiment Wavers</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $66,666.29, down by 3.32% 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.<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> traded at around $1,936.8, down by 3.7% in the last 24 hours. On Stocktwits, the retail sentiment around Ethereum remained in the ‘bullish’ territory, with chatter at ‘high’ levels over the past day.<h2 class="st-heading-2">Bitcoin Tracks NASDAQ As ETF Outflows Rise</h2>Moss said crypto is moving with broader markets. Bitcoin and tokens more broadly, he said, “don’t trade like gold.” They’re far more correlated with risk assets, far more correlated with the NASDAQ.”&nbsp;Adding to that sentiment, Bloomberg reported in early January that Bitcoin’s correlation with the Nasdaq 100 climbed to a two-year high ahead of U.S. inflation data, underscoring how closely digital assets move with tech stocks.On-chain&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/etf">data showed</a> smaller retail holders have begun buying again, but larger “whales” remain inactive. Spot Bitcoin ETFs have also recorded notable net outflows in recent sessions.<h2 class="st-heading-2">U.S. Regulation Could Be The Next Catalyst&nbsp;</h2>Looking ahead, Moss pointed to a proposed U.S. crypto market structure bill as a potential catalyst. “A comprehensive regulatory framework is one of the largest drivers of TradFi adoption,” he argued that it would make rules clearer and could accelerate institutional blockchain adoption even as short-term volatility continues. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/paul-barron-warned-china-dumping-dollars-could-weigh-on-crypto/cZb645uR4qE">Paul Barron Warned China ‘Dumping Dollars’ Could Weigh On Crypto</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bitcoin Drops 47% From Peak, But Jefferies Sees No New Crypto Winter

ETF outflows and inactive ‘whales’ signaled market caution, while a proposed market structure bill was seen as a potential future catalyst.

Bitcoin, Ethereum Extend Losses: Jefferies’ Andrew Moss Says It’s A Correction, Not A ‘Crypto Winter’

<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.

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