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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ•ต๏ธ The U.S. Securities and Exchange Commission (SEC) staff recently released a FAQ clarifying that they do not object to broker-dealers applying a 2% haircut to stablecoin holdings for net capital purposes. This means that such holdings can count toward net capital requirements, allowing $100 million in stablecoins to be counted as $98 million. Previously, broker-dealers were uncertain whether USD-pegged stablecoins required a 100% haircut, which prevented their inclusion in net capital. #regulation link
๐Ÿณ Whale and Institutional Transactions:

1. Machi Big Brother has partially liquidated his positions again. However, he continues to increase his long position on #ETH. Currently, he owns 1,700 #ETH ($3.21 million) with a liquidation price of $1,818.74. His total losses have exceeded $28.8 million.

2. Vitalik.eth is selling #ETH again. In the last 2 days, he has sold 1,869 #ETH ($3.67 million). During this time, #ETH has dropped from $1,988 to $1,875, representing a 5.7% decrease.

3. A wallet associated with Matrixport continues to add to its #ETH portfolio as the market declines and currently holds 115,000 #ETH ($215.4 million). It has currently lost over $15.5 million. link link link
๐Ÿ”“ According to Tokenomist, over the next 7 days, one-time large unlocks (over $5 million each) are scheduled for SUI, JUP, H, GRASS, XPL, EIGEN, KMNO, and SVL.

Linear large unlocks (daily unlocks over $1 million) will include RAIN, CC, TRUMP, WLD, RIVER, DOGE, and ASTER.

The total value of these unlocks exceeds $317 million.
๐Ÿ“‰ USDT Just Triggered a Signal Seen Only at the 2022 Bottom

โ€œExtreme liquidity stress has historically marked opportunity, but only once selling exhaustion is confirmed.โ€ link link
๐Ÿ† From February 16 to February 20 (ET), Bitcoin spot ETFs recorded net outflows of $316 million.

Ethereum spot ETFs saw net outflows of $123 million, while Solana spot ETFs posted net inflows of $14.31 million and XRP spot ETFs recorded net inflows of $1.8446 million. link
๐Ÿณ Whale31o3cj sold 50,000 $SOL ($3.91M) at $78.27. They also exchanged 44,805 $SOL ($3.5M) for 676.27 $XAUT in the past 7 hours. link
๐Ÿ†• Erik Voorhees, an early Bitcoin supporter and founder of ShapeShift, is buying back $ETH.

One year ago, he sold 11,616 $ETH for $33.94M at $2,922.

Recently, he spent 20.38M $USDC to buy back 9,911 $ETH at $2,057. link
๐Ÿค” Bitdeer stated on X that its decision to sell Bitcoin should not raise market concerns. The company is evaluating several non-binding opportunities to acquire power and land assets and believes it is prudent to prepare liquidity in advance. Bitdeer emphasized that its hashrate will continue to grow and that it will keep mining more Bitcoin in the interest of shareholders.
๐Ÿ‡ง๐Ÿ‡ท๐Ÿฆ Brazilโ€™s central bank is advancing a regulatory framework for institutional virtual asset service providers (VASPs). This framework outlines licensing, compliance, and supervisory standards with phased implementation through 2027. The move aims to formalize oversight of crypto firms and strengthen AML and operational requirements. #regulation link
๐Ÿ•ต๏ธ OKX released its 40th Proof of Reserves (snapshot date: Feb 4).

User BTC holdings stood at approximately 130,000 BTC, up 3.04% (+3,848 BTC) from Jan 17.

User ETH holdings were about 1.582 million ETH, down 0.11% (-1,673 ETH), while USDT holdings totaled roughly 10.367 billion, down 0.17% (-17.86 million USDT) compared with the previous report. link
A nice structure is formed.

#ESP
๐Ÿ’ฐ The economics of the Internet Computer are changing:

Old model: Node providers get paid just for running nodes.
New model: 80% of cloud engine revenue goes to the nodes powering it. 20% burns $ICP. link
๐Ÿ‘ฎ According to Bloomberg, Gemini is restructuring after a sharp crypto market downturn, cutting up to 25% of staff and exiting the UK, EU, and Australia. The company's stock has declined more than 80% from post-IPO highs, and with revenue growth lagging expenses, it is shifting focus toward custody services and its newly launched prediction markets platform. link
๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿค South Korean company Hanwha Asset Management has partnered with the Jito Foundation to explore introducing exchange products based on JitoSOL in the country.
theblock link
๐Ÿ•ต๏ธ QCP: BTC fell below $65,000, triggering about $230 million in liquidations after Trump raised global tariffs to 15%, adding macro uncertainty.

While miners face pressure with BTC below estimated $84,000 production costs and some firms reportedly liquidating holdings, liquidation intensity has been milder than earlier this year. ETF flows suggest repositioning rather than broad market exits. #etf
๐Ÿ“Š๐Ÿ‘€ Trending Portfolios: Performance Last Month

#BTC Strategy -$16.5B
#ETH Bitmine -$4.42B
#TRX Tron Inc. -$14.7M
โš–๏ธ President Trump says the Supreme Court "accidentally and unwittingly" gave him more power after the tariffs ruling. #regulation