Despite XRP price pressure, investors remain interested in XRP ETFs, with approximately $19 million flowing in over the past week and total assets nearing $1.1 billion. However, XRP trading prices are still more than 60% below their all-time highs, and market sentiment remains cautious. Analysts point out that the influence of XRP ETFs is far less than that of Bitcoin ETFs. Overall, XRP's future performance is closely tied to market sentiment and Ripple's technological applications.

ChainCatcher News, Bridgewater Associates founder Ray Dalio stated on Tuesday's All-In Podcast that Bitcoin is not suitable as a long-term store of value or hedge asset, citing reasons such as lack of central bank support, as well as uncertainties surrounding its privacy protections and quantum resistance. He said Bitcoin cannot become "digital gold," emphasizing that "there is only one gold in the world." Gold is not a speculative precious metal, but "the most mature form of currency," and it is the second-largest reserve asset held by central banks worldwide. He also expressed difficulty understanding why central banks would buy and hold Bitcoin long-term.

On March 3rd, the AI proxy token FAI surged approximately 130% in a short period, surpassing AIXBT in market capitalization and attracting market attention. FAI's rapid increase was accompanied by a surge in trading volume, indicating concentrated capital inflow and suggesting an accelerated rotation of funds into AI industry assets. Analysis indicates that AI token prices are significantly influenced by technological narratives and market sentiment, but high volatility also entails risks. Future market development remains to be seen.

XRP sentiment ratio reaches a five-week high of 2.35, indicating market optimism. Actions by institutions such as SBI Holdings and Aviva Investors, as well as net capital inflows into XRP-related ETFs, support this trend. However, XRP price remains under pressure, currently around $1.45, facing downside risk amid overall market bearishness.

The inflow of funds into the Bitcoin ETF market continues, but the price of Bitcoin has not broken through the key threshold of $150,000. Analysts believe that the limiting factor for BTC's upward potential is not a single market maker, but rather the structural design and operational mechanism of the ETF. Authorized participants can efficiently hedge within the gray area, which means that capital inflows may not necessarily impact the spot market. Additionally, shifting to a "physical redemption" mechanism affects the price discovery process in the open market, thereby weakening the direct correlation between ETF prices and Bitcoin price increases. These institutional frictions may lead to a slow pace of price appreciation.

February 24 News, Ethereum founder Vitalik Buterin stated at an event in Chiang Mai, Thailand, that Bitcoin was designed with a priority on decentralization rather than privacy features, so it cannot effectively support both. He pointed out that Bitcoin, in order to maximize decentralization, has almost sacrificed privacy benefits, resulting in highly transparent transactions and account information on the blockchain. Buterin explained that early cryptographic technology relied on centralized institutions to protect privacy because achieving full decentralization and privacy simultaneously was nearly impossible at the time. He emphasized that Bitcoin's design trade-offs involve some sacrifices in privacy, but its decentralization advantage provides the foundation for its network security and resistance to censorship.

February 13 News, despite the recent overall pressure on crypto assets, BMNR's stock price has shown an opposite upward trend. According to public disclosures, global asset management giant BlackRock has increased its stake in BitMine by 165.6%, a move that quickly boosted market sentiment. After the announcement, BMNR rose nearly 2% in that day's trading, becoming one of the few blockchain-related concept stocks to strengthen. Market analysts believe that BlackRock's increased investment is not a short-term gamble but a recognition of BitMine's long-term strategy. Although the company currently still has approximately $8 billion in unrealized paper losses, it has continued to buy assets during the significant drop in Ethereum prices and has improved capital efficiency through staking. Earlier this week, BitMine again invested about $84 million to increase its Ethereum holdings, demonstrating its firm judgment of medium- and long-term value.

February 11 News, privacy cryptocurrency Zcash (ZEC) continues to weaken amid rising market risk aversion, with a decline of over 25% this month. In January, ZEC plummeted more than 41%, continuing its downward trend since 2026. As of press time, ZEC is priced at approximately $227.22, down another 4.29% in the past 24 hours. Looking back at its trend, ZEC once surged over 440% in October 2025 against the trend, becoming one of the few strong assets at that time. Despite volatile fluctuations in November and December, it ultimately closed slightly higher. However, after entering 2026, global risk assets came under pressure, coupled with rumors of Electric Coin Company (ECC) parting ways with Bootstrap, which significantly cooled market sentiment and led to continuous selling pressure on ZEC.

XRP Ledger (XRPL) Developer Bird recently publicly stated that he will take profits in stages when the XRP price reaches $10 and $27 respectively. This statement quickly sparked discussion within the community. Although XRP is still well below these levels, Bird's long-term plan is seen by many holders as a model of rational asset management. Bird explained that setting clear sell ranges is not a lack of confidence in the project, but rather a way to balance real-life goals, including homeownership, family responsibilities, and personal career development. He mentioned that in the past, he missed opportunities by not locking in profits, and now he places greater importance on "adding value on the chain while converting some wealth into real assets." In his view, discipline and risk diversification are equally important.

Under the combined influence of multiple macroeconomic positives and easing selling pressure, both Bitcoin and gold prices are rising simultaneously, and market sentiment is showing clear signs of recovery. After Bitcoin briefly fell back to around $60,000, some institutions and whales chose to accumulate at lower levels. However, this week’s release of key US economic data may still trigger a new round of volatility. First, changes in Japan’s political landscape have led to a weakening of the yen, indirectly boosting safe-haven assets. After Prime Minister Sanae Suga’s Liberal Democratic Party (LDP) achieved an overwhelming victory in the early general election, the yen depreciated against the US dollar, and the US dollar index also declined. The easing of exchange rate fluctuations has reduced the risk of closing yen arbitrage trades and increased investors’ willingness to allocate funds to gold and Bitcoin. As a result, gold prices broke through the $5,000 mark, and Bitcoin retook the $72,000 level.