#MARKET
Przepływ kapitału w stablecoinach nie wygląda dobrze.
W poprzednim "cyklu" odpływ kasy w stablach był równoznaczny z ochłodzeniem się rynku i wejścia w bessę.
Obecny odpływ rozpoczął się 1 stycznia i tylko się pogłębia.
Jasne - może być to kwestia cashout'u kilku dużych graczy (wyjścia do FIAT'ów), ale śmiem wątpić.

Twitter

#MARKET
Capital flows in stablecoins aren't looking good.
In the previous "cycle," the outflow of stablecoins was synonymous with a market cooling and the entry into a bear market.
The current outflow began on January 1st and is only deepening.
Sure, it could be a matter of a cashout by a few large players (going into fiat), but I doubt it.

The release of this new regulation marks a historic leap in the attitude of Chinese regulators towards virtual assets, shifting from a "complete ban" to a "combination of restriction and guidance."

Article Author & Source: Guofeng Law Firm On February 6, 2026, the "Notice on Further Preventing and Handling Risks Related to Virtual Currencies" (Yinfa [2026] No. 42, hereinafter referred to as "Document No. 42"), jointly issued by eight ministries led by the People's Bank of China, and the "Regulatory Guidelines on the Issuance of Asset-Backed Securities Tokens Overseas by Domestic Assets" (hereinafter referred to as the "Guidelines") simultaneously issued by the China Securities Regulatory Commission, have triggered significant reactions in the legal and financial circles...

Breaking News! The Year of China's RWA: A Compliant Channel Opens for Trillions of Yuan in Domestic Assets to Go Global

BitMEX co-founder Arthur Hayes wrote that the recent Bitcoin crash may stem from traders' concerns about IBIT (BlackRock) […]
The article, "Arthur Hayes Speculates on BTC Crash Cause: 'Institutional Hedging Operations': IBIT Options Explode $900 Million," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Arthur Hayes speculates that the reason for the BTC crash is "institutional hedging operations": IBIT options saw a surge of $900 million.

Unusual trading in BlackRock’s bitcoin ETF, iShares Bitcoin Trust (IBIT), has led traders to speculate that this week’s sharp Bitcoin drop may have been triggered by one or more Hong Kong–based hedge ...

Bitcoin Selloff Sparks Hedge Fund Speculation Around BlackRock ETF

Co tydzień w moim newsletterze analizuje co tam się dzieje z marketcapem i powiem tylko tylko, że krypto zima rozkręciła się na dobre.

Every week in my newsletter I analyze what's happening with the market cap and I'll just say that the crypto winter has started for good.

Good. Re-evaluate after the nuke — don’t auto-pilot entries.