๐ณ A whale possibly linked to Matrixport has opened a massive 105,000 $ETH ($204.5M) long and is now down over $10M.
Wallets 0x6C85 and 0xa5B0 both used Bridgers to move funds from Tron to Arbitrum and deposit into Hyperliquid.
They may belong to the same whale.
Together, these two wallets hold a 105,000 $ETH ($204.5M) long on Hyperliquid.
Wallet 0xa5B0 has also received funds from Matrixport multiple times, suggesting a possible connection. link link
Wallets 0x6C85 and 0xa5B0 both used Bridgers to move funds from Tron to Arbitrum and deposit into Hyperliquid.
They may belong to the same whale.
Together, these two wallets hold a 105,000 $ETH ($204.5M) long on Hyperliquid.
Wallet 0xa5B0 has also received funds from Matrixport multiple times, suggesting a possible connection. link link
๐บ๐ธ๐ QCP reported a rebound in #BTC and #ETH, with #BTC briefly hitting $71K and #ETH $2,150.
Spot #BTC ETFs saw $145M in net inflows yesterday ($371M on Friday), while spot #ETH ETFs recorded $57M, ending three days of outflows.
Easing U.S.โIran tensions and weak jobs data increased expectations of a March rate cut.
The Coinbase #BTC premium narrowed to 9 bps.
The Crypto Fear & Greed Index remains at 9 (extreme fear).
The #BTC/#ETH ratio holds at 33โ34.
Implied volatility has declined but remains elevated, with realized volatility likely firm in the near term.
Spot #BTC ETFs saw $145M in net inflows yesterday ($371M on Friday), while spot #ETH ETFs recorded $57M, ending three days of outflows.
Easing U.S.โIran tensions and weak jobs data increased expectations of a March rate cut.
The Coinbase #BTC premium narrowed to 9 bps.
The Crypto Fear & Greed Index remains at 9 (extreme fear).
The #BTC/#ETH ratio holds at 33โ34.
Implied volatility has declined but remains elevated, with realized volatility likely firm in the near term.
๐
โโ #ARKM Arkham Intelligence plans to shut down its cryptocurrency trading platform due to low popularity. link
๐ญ๐ฐ๐ค Hong Kong plans to issue the first stablecoin licenses in March.
Regulation Coindesk #stablecoin link
Regulation Coindesk #stablecoin link
๐ต๏ธ According to Arkham monitoring, Jack Yi's Trend Research closed out their last Ethereum position on Sunday. At its peak, they held $2.1 billion in Ethereum longs, making them Asia's largest ETH long holder. Now, their on-chain accounts are completely cleared, with a final P&L of -$869 million. link
๐ Robinhood Markets (HOOD) experienced a significant increase in its โOther Trading Revenue,โ primarily from prediction markets, rising from $31 million at the end of 2024 to $147 million in December 2025. This surge in trading volume may be linked to the Super Bowl. link
๐ช๐บ๐ The European Parliament expressed support for the digital euro. link
๐ฐ #HYPE Hyperliquid Strategies announces profits in its report, acquiring 5 million HYPE for $129.5 million at a price of $25.9 per token, leaving the company with $125 million.
๐บ๐ธ๐ฃ President Trump says interest rate cuts would reduce US debt. #macro
๐ฎ Danske Bank, Denmarkโs largest bank, has started offering Bitcoin and Ethereum ETPs to its customers, ending an eight-year ban on crypto-related services. The products are accessible through its online and mobile banking platforms, providing exposure without direct token custody. The bank noted rising client demand and improved regulation but emphasized that it does not recommend crypto as an asset class, considering such investments high-risk and opportunistic. link
๐จ๐ณโ ๏ธ Three Key Points Worth Watching in China's New Cryptocurrency Policies
On February 6, 2026, PBOC and ministries issued Yin Fa [2026] โ42 on virtual currency risks, while CSRC released Guidelines on Offshore RWA Token Issuance Using Onshore Assets.
Key points:
- RMB-denominated stablecoins prohibited
- RWA tokenization not permitted onshore and must be offshore
- Offshore RWA issuance requires high standards with compliant high-quality onshore assets and CSRC filing including reports, documents, and disclosures on entities, assets, and token structure
RWA regulation comparable to listed companies. #stablecoin link
On February 6, 2026, PBOC and ministries issued Yin Fa [2026] โ42 on virtual currency risks, while CSRC released Guidelines on Offshore RWA Token Issuance Using Onshore Assets.
Key points:
- RMB-denominated stablecoins prohibited
- RWA tokenization not permitted onshore and must be offshore
- Offshore RWA issuance requires high standards with compliant high-quality onshore assets and CSRC filing including reports, documents, and disclosures on entities, assets, and token structure
RWA regulation comparable to listed companies. #stablecoin link
๐บ๐ธ๐ #macro US (Dec):
- Unemployment Rate: 4.3% (Prior: 4.4%);
- ADP Nonfarm Payrolls: 130,000 (Prior: 50,000)
- Unemployment Rate: 4.3% (Prior: 4.4%);
- ADP Nonfarm Payrolls: 130,000 (Prior: 50,000)
๐บ๐ธ๐ US unemployment rate falls to 4.3%, lower than expectations. #macro
๐บ๐ธ๐ The US economy added 130,000 jobs in January, exceeding expectations.