🔥 Wall Street Loads Up on BitMine Shares

Institutional heavyweights are aggressively increasing exposure to BitMine, according to recent 13F filings. 📝

Major moves:
▪️ Morgan Stanley: +26% (12.2M shares)
▪️ ARK Invest: +27% (9.5M)
▪️ BlackRock: +166% (9M)
▪️ Goldman Sachs: +588% (5.2M)
▪️ Bank of America: +1668% (3.2M)
▪️ Vanguard, Citigroup, Charles Schwab — also added heavily.

📊 In total, 457 institutional holders now control 136.7M BitMine shares worth $2.86B.

💡 Reminder: BitMine, backed by Tom Lee, is the largest corporate holder of Ethereum.

When Wall Street piles in like this, it’s rarely random. Institutions are clearly positioning for something big. 🤔

🤔 Retail Is Almost Gone — CryptoQuant

🔎 According to CryptoQuant, retail participation in the market has nearly vanished.

Historically, mass retail capitulation has tended to occur in the late stages of a Bitcoin correction, not at the beginning.

📉 When small investors exit en masse:
▪️ Selling pressure is often close to exhaustion
▪️ Weak hands are flushed out
▪️ Market structure starts shifting toward stabilization

🔜 While this doesn’t guarantee an immediate reversal, past cycles show that periods of minimal retail presence have often preceded the formation of a local or macro bottom for Bitcoin.

Retail fear is peaking — and historically, that’s when the market starts setting the stage for the next move. 👀

😮 BTC Enters a “Buy Zone”

The Bitcoin Short-Term Sharpe Ratio, flagged by CryptoQuant, has entered a zone where cycle bottoms historically formed, followed by market recovery.

📊 In past cycles, this signal often marked:
▪️ Peak fear
▪️ Exhausted sellers
▪️ The start of a rebound for Bitcoin

…but reality loves plot twists 😏

Possible 2026 сценарий:
▪️ BTC starts moving toward $75k
▪️ FOMO kicks in → $80k
▪️ Trump attacks Iran

💥 Result: Bitcoin at $30k — congratulations, now that’s your perfect buy zone 😁

💥Crypto companies Kalshi, Polymarket, and Phantom have been named among the Top 50 most innovative fintech companies worldwide by Forbes!

This marks a major milestone for the industry: prediction markets and crypto wallets are no longer niche tools, but core parts of the global fintech landscape.

📌 Crypto infrastructure is steadily moving from the fringe into the financial mainstream — with institutional recognition to match.

🐸 Vitalik vs Aliens

Vitalik Buterin placed a $148,000 bet on Polymarket that the US will NOT officially confirm the existence of aliens before 2027. 👀

This comes right after Donald Trump promised to declassify UFO-related files — which instantly pushed Polymarket odds from 12% to 28%.

🧠 Vitalik’s track record:

2024: $52k bet → +$1.5k
2025: $25k bet → +$2.7k
2026: $148k on “NO” → potential +$16k

💬 You can invent Ethereum, but Trump can still move the market with one sentence.

Now the question: does Vitalik double down… or is disclosure closer than we think? 👽

🇺🇸 US Supreme Court strikes down Trump-era tariffs

🏦 The Supreme Court of the United States ruled that Donald Trump overstepped his authority by using emergency powers (IEEPA) to impose global trade tariffs. The decision covers both “reciprocal” and targeted import duties, some of which were justified by the administration as part of the fight against fentanyl trafficking.

The ruling opens the door to refund claims exceeding $150B in already collected tariffs — a serious fiscal risk. Hundreds of lawsuits seeking reimbursements are still pending, and the refund process is expected to be messy. The Court has not yet clarified who would be eligible for compensation.

Trump’s response:
• Called the ruling a “disgrace.”
• Said he has a backup plan for tariffs.
• Claimed courts need to be dealt with.

⚠️ Despite the setback, fentanyl-related tariffs remain in force. Trump says alternative, more effective tools than IEEPA will be used — and that the government could collect even more revenue going forward.👀

USDT supply is shrinking 💵📉

The circulating supply of Tether’s USDT fell by $1.5B in February, following another $1.2B decline in January, according to Bloomberg. 🗞

If this trend holds, USDT is on track for its largest monthly contraction since December 2022 — when investors pulled roughly $2B after the collapse of FTX. 🧐

📉 A shrinking stablecoin supply often signals reduced risk appetite and tighter liquidity across crypto markets, as capital temporarily exits or moves to alternatives.

🗽 CZ back in the US — post-prison appearance

Changpeng Zhao has visited the US for the first time since serving his sentence, attending a crypto summit hosted by World Liberty Financial at Donald Trump’s Mar-a-Lago residence.

💰 Earlier, Binance admitted to regulatory violations in the US and paid a $3.4B fine. Zhao personally paid $50M, served four months in prison, and received a presidential pardon in 2025. Media reports suggested possible links between WLFI and Binance around the launch of the USD1 stablecoin, but all parties deny any backroom deals.

The event was also attended by executives from major banks, exchanges, and regulators — signaling renewed dialogue between crypto, TradFi, and policymakers in the US.

🐋 Whales are back on exchanges — and in force

🔎 According to CryptoQuant, the Exchange Whale Ratio has surged to 0.64, its highest level since 2015.

This means 64% of all BTC inflows to exchanges now come from just 10 largest wallets — an extreme concentration not seen in 11 years. 👀

📊 Historically, such levels have often preceded increased selling pressure, as large holders move coins to exchanges ahead of distribution.

⚠️ While not a timing signal on its own, this data suggests whales are becoming active — a factor the market can’t ignore.

📊 Bitcoin trading well below “fair value”

According to Bitwise, BTC is currently trading nearly 40% below its implied fair value, based on global ETP fund flows.

This gap suggests that current market prices do not fully reflect institutional demand coming through regulated investment products. 👀

📉 In simple terms: sentiment and price are lagging behind capital flows — a setup that has historically appeared during periods of fear and underpricing.

Whether this turns into a rebound or stays undervalued depends on broader macro and risk appetite, but the disconnect is hard to ignore. 🤔

📉 Bitcoin starts the week with a sharp drop

BTC opened the week with a nearly 5% sell-off, briefly falling below $65,000. Major cryptocurrencies followed Bitcoin lower and are trading in the red as well.

😱 Market sentiment hit extremes: the Crypto Fear & Greed Index plunged to 5/100, firmly in the “Extreme Fear” zone — one of the lowest readings on record.

💥 According to Coinglass, around $480M in positions were liquidated over the past 24 hours, with almost half coming from Bitcoin long positions.

💳 Vitalik Buterin is selling ETH

Over the past two days, Vitalik has sold over $3.67M worth of ETH, and on-chain data shows he’s still swapping ETH for stablecoins.

📉Since his sales began, ETH dropped from ~$1,988 to ~$1,875, adding fuel to speculation across crypto Twitter.

So what is it?

▪️ Selling ahead of a deeper drop?
▪️ Or just cashing out ETH for donations and expenses, as he’s done before? 👀

📉 Bitcoin miners under pressure

🛠 Mining company Bitdeer sold 943 BTC, fully liquidating its Bitcoin reserves. The move highlights growing stress across the mining sector as margins shrink and post-halving economics bite harder.

With lower block rewards and rising operational costs, miners are increasingly forced to sell holdings to maintain liquidity and cover expenses. 💵

The trend suggests that even large, well-capitalized players are feeling the squeeze — adding short-term sell pressure to the market and underscoring how tough this cycle has become for miners. 🤷

🏆 Strategy on the brink of a milestone

If Strategy buys Bitcoin again today — and Michael Saylor’s hint looks almost certain — this purchase would become the company’s 100th BTC buy in under 6 years. 🎆

Put into perspective:
If you spread all Strategy’s Bitcoin purchases across that time, it means ~355 BTC bought every single day, on average.

No timing the market.
Just relentless accumulation. 🟠📈

🥶 Bitcoin network activity keeps cooling

🔎 According to CryptoQuant, Bitcoin’s on-chain activity has been declining for six consecutive months. The last time a similar drop was recorded was in 2024 — when BTC fell only about 30%, much less than recent moves.

That said, context matters. Historically, during prolonged price weakness, many Bitcoin holders simply go into hibernation: fewer transactions, less noise, more waiting.😴

🎉 Michael Saylor hits a milestone

Michael Saylor just celebrated a major anniversary: Strategy completed its 100th Bitcoin purchase! 💰

✊ The company added 592 BTC for $39.8M at an average price of $67,286 per coin.

📊 Current totals:
• 717,722 BTC on the balance sheet
• $54.56B invested in total
• $76,020 average purchase price

Six years, a hundred buys, and still stacking. Conviction mode: ON. 🚀

📉 Bitcoin déjà vu: echoes of 2022

BTC briefly dipped below $63K overnight — and the move doesn’t look finished yet. Sellers remain in control as consistent outflows from Bitcoin ETFs keep pressuring the market. 🧐

Adding to the heat, Strategy is now sitting on an unrealized loss of ~$9.5B, highlighting how deep the drawdown has become for even the strongest conviction holders.

For now, momentum favors the bears — and the market is starting to feel uncomfortably familiar. 🌡

🕵️‍♂️ Crypto community awaits a major insider trading exposé

Well-known on-chain investigator ZachXBT announced he will publish a major investigation on February 26, targeting what he calls “crypto’s most profitable businesses”. According to him, project insiders allegedly abused non-public information for long-term insider trading. 📊

Speculation is already heating up. On Polymarket, the leading candidate is Meteora, currently holding ~40% probability. 🤔

Other names in the betting pool include Pump.fun, Axiom, Jupiter, World Liberty Financial, as well as major exchanges like Binance and MEXC.

All eyes now on February 26 — the reveal could shake the industry. 👀

🔍 How deep can BTC correct?

Traders on Kalshi are betting that Bitcoin’s low for this year could land around $44,000.

This reflects growing caution in market expectations, with participants pricing in a deeper drawdown before any meaningful recovery. 📉👀

🇧🇹 Bhutan opens up to digital nomads

🆔 Bhutan has launched a digital nomad visa priced at $2,800 per year, allowing foreigners to live and travel across the country for 12 months.

A key condition: applicants must also invest $10,000 into Bhutan’s sovereign financial infrastructure by purchasing TER, a new gold-backed crypto asset. 💰

This marks a major shift for a country that, for decades, tightly restricted tourism with mandatory guides and daily fees of $100–250. The new visa signals Bhutan’s move toward a more open, innovation-friendly model — blending controlled openness with crypto and long-term visitors. ✈️

📆 26 years ago, Michael Saylor lost $6B in a single day

Back in 2000, during the dot-com bubble collapse, Michael Saylor saw his net worth shrink by roughly $6 billion in one day as tech stocks imploded. 📉

The takeaway? He’s been through far worse than today’s unrealized losses.

History suggests Saylor knows exactly what volatility feels like. 🧐