Capital Flow

ChainCatcher message: According to Arkham data, at 20:02, 41,845 SOL (worth approximately $3.42 million) was transferred from an anonymous address (starting with 7VqNJ...) to Fireblocks Custody.

BlackRock Asia-Pacific iShares Director Nicholas Peach stated that if Asian households allocate 1% of their wealth to cryptocurrencies, it could bring nearly $2 trillion in capital inflows to the market, significantly impacting the digital asset market. As cryptocurrency ETFs gradually gain recognition from institutional investors, Asia's acceptance is also increasing, with multiple markets promoting cryptocurrency ETF products, expected to deepen market liquidity.

According to Coinglass data, there was a capital outflow in the crypto market over the past 24 hours, with BERA experiencing the largest outflow of $35.51 million. On the other hand, in terms of capital inflow, BTC led with a net inflow of $127 million.

A new report found that American pension schemes have increased their allocations to Bitcoin, Ethereum and stablecoins, but have avoided other altcoins. Market volatility has made some question these allocations, with 11 pension funds recently losing over $250 million after Strategy’s

ChainCatcher reports that, according to Arkham data, at 18:51, 238.44 BTC (worth approximately $16.16 million) was transferred from an anonymous address (starting with bc1qvquqsk...) to another anonymous address (starting with bc1qm6jsr...).

Gate News bot message, the Central Government of Bhutan has transferred 100 BTC valued at $6.77 million to QCP Capital. This transaction marks another instance of institutional movement of Bitcoin holdings by the Bhutanese government.

The strategy also offers preferred stock with a variable 11.25% dividend. The company raised fresh capital to increase its holdings of Bitcoin beyond 714,000. Preferred shares attract institutional investors willing to invest in crypto with lower risk. Strategy is increasing its program of prefe

Odaily Planet Daily reports that Bitcoin Treasury Company's Strategy disclosed its perpetual preferred stock STRC had a trading volume of $93 million yesterday, with a trading price above $100.

Exodus Movement has updated its digital asset holdings as of January 31, 2026, holding 1,694 BTC and 1,887 ETH, down 10 and 11 respectively, and increasing its SOL holdings by 1,334 to 13,807.

February 12 News, Fundstrat co-founder Tom Lee recently stated that after a strong rally, gold prices are approaching a cyclical high, and the market may soon see a new round of capital rotation. He believes that if risk aversion cools and risk appetite increases, some capital may re-focus on Bitcoin, thereby reigniting the discussion of "which has more long-term value, gold or Bitcoin." Looking back over the past year, the global financial environment has remained volatile, with geopolitical tensions and inflation pressures recurring, making gold the primary safe-haven choice. Data shows that gold has increased by as much as 73% this year, attracting significant institutional and retail investment. In contrast, Bitcoin has fallen about 29 during the same period, under pressure from regulatory uncertainties and profit-taking. This stark divergence has reshaped the global asset allocation landscape.

On February 12, the founder of Digital Currency Group (DCG), Barry Silbert, stated at the Bitcoin Investor Week Conference in New York that in the next few years, approximately 5%–10% of Bitcoin funds may flow into privacy-focused crypto assets represented by Zcash. He believes that Bitcoin remains the core asset, but in terms of privacy and high growth potential, privacy coins may exhibit stronger "asymmetric return" characteristics. Barry Silbert pointed out that as on-chain analysis tools become more sophisticated, the early narrative of Bitcoin as "anonymous cash" has been weakened, and transaction traceability has become a reality. He emphasized that unless there is a structural collapse of the dollar system, Bitcoin is unlikely to replicate the hundreds-fold growth potential, whereas projects focused on privacy protection and new encryption technologies could potentially offer 500x or even higher returns. He specifically mentioned Zcash and Bittensor, considering these assets more suitable for high-risk, high-reward strategic allocations.

MicroStrategy holds 710,000 Bitcoin, with an unrealized loss of $6.4 billion on paper, yet continues to invest through five tranches of perpetual preferred stock. The company's CEO Michael Saylor uses various financial instruments to attract investment, creating a mutually reinforcing flywheel effect. The goal is to raise $84 billion by 2027, viewing Bitcoin as a long-term investment, but this model faces market volatility risks.

The Ethereum spot ETF market ended two consecutive days of capital inflows, with a net outflow of $129.18 million on February 11, bringing the total net inflow to $11.75 billion. Among the main products, five ETFs including Fidelity FETH experienced net outflows, with a total transaction volume of $1.14 billion and net assets of $11.27 billion.

February 12 News, in 2026, after experiencing a week of continuous pullback, XRP prices show signs of stabilization and rebound. Over the past 24 hours, XRP has risen approximately 1.7%, trading at $1.38, still about 20% below the four-week high of $2. Meanwhile, the total market capitalization of cryptocurrencies is around $2.29 trillion, with Bitcoin hovering near $67,000. Solana, Ethereum, Dogecoin, and Cardano also experienced mild rebounds, indicating a recovery in market risk appetite. The key event driving the market sentiment is Ripple's "XRP Community Day" held from February 11 to 12. This event brought together XRP holders, developers, and institutional representatives. Executives such as Brad Garlinghouse, Monica Long, David Schwartz, and Stuart Alderoty participated in online discussions, focusing on the progress of XRP Ledger applications, cross-chain liquidity solutions, and the 2026 roadmap. Ripple also showcased new directions including regulated products, ETFs, and wrapped XRP, strengthening its position in global financial integration.

February 12 News, in 2026, Cathie Wood's Ark Invest has once again taken action by continuously increasing its holdings of crypto-related assets through multiple ETFs. According to the latest disclosures, the firm bought a total of 364,044 shares of Bullish stock on Wednesday, worth approximately $11.6 million based on the closing price of the day. This marks Ark Invest's tenth consecutive trading day of increasing its stake in this cryptocurrency platform supported by Peter Thiel, indicating a long-term optimism for digital asset infrastructure. Bullish stock previously rebounded after hitting a low of $24.90 on February 9, and has gained a total of 28.3% over the past five trading days. On Wednesday, the stock closed at $31.88, down slightly by 0.5% intraday, but the overall trend has clearly stabilized. Ark's continued accumulation is seen as a vote of confidence in its business model and industry prospects.

Ark Invest has increased its holdings in Bullish and Circle stocks again, indicating confidence in crypto assets. Bullish stock prices continue to rise, with Ark purchasing 364,044 shares through ETFs, worth approximately $11.6 million, while also increasing its stake in Circle by 75,559 shares, valued at about $4.4 million. The overall market performance remains flat, with U.S. stocks slightly down and cryptocurrencies experiencing a modest increase.

Recently, the well-known on-chain address "On-Chain Shareholder" closed a $40 million ETH/SOL short position and a $30 million on-chain gold long position. The current US stock storage sector holdings amount to $17.6 million, including Micron, SanDisk, Nvidia, and Google, which have recently been gradually increasing their on-chain stock positions.

February 12 News, as the digital asset ecosystem continues to extend into real-world assets, the tokenized commodities sector is experiencing rapid growth in 2026. The latest data shows that the total market capitalization in this field has surpassed $6 billion, setting a new record, with gold-backed tokens becoming the main driving force behind the growth. An increasing amount of capital is being allocated to precious metals through blockchain formats, providing the market with new risk hedging options. Currently, Tether's issued XAUT and Paxos's PAXG dominate most of the tokenized gold market share. XAUT's market cap has risen to approximately $3.6 billion, with a growth of over 50% in the past 30 days and nearly 200% over six months; PAXG's market cap is about $2.3 billion, with a growth of over 60% in the past three months and over 140% in six months. Together, they almost dominate the entire tokenized commodities track. In comparison, smaller products like PGOLD and XAUM are expanding but still significantly behind in scale.

BlackRock is actively exploring decentralized finance, collaborating with Uniswap Labs and Securitize to open its tokenized U.S. Treasury bond fund "BUIDL" for on-chain trading. This allows eligible investors to purchase the fund directly through UniswapX technology. This partnership marks BlackRock's first time introducing tokenized products into DeFi trading, sparking market interest and causing the Uniswap governance token UNI to rise over 20%.