Market Update aims to provide readers with the latest market reports and key digital asset data.
Article author and source: 0xArthur, ME News
ETF Directional Data
According to SoSoValue data, Bitcoin spot ETFs saw a total net inflow of $167 million yesterday (February 10th, Eastern Time).
The Bitcoin spot ETF with the largest single-day net inflow yesterday was ARKB, an ETF from Ark Invest and 21Shares, with a net inflow of $68.5285 million. ARKB's total historical net inflow has now reached $1.557 billion.
The second largest inflow was into the Fidelity ETF FBTC, with a net inflow of $56.9223 million in a single day. The total historical net inflow of FBTC has reached $11.167 billion.
As of press time, the total net asset value of Bitcoin spot ETFs was $87.748 billion, with an ETF net asset ratio (market capitalization as a percentage of Bitcoin's total market capitalization) of 6.39%, and a historical cumulative net inflow of $55 billion.
According to SoSoValue data, the Ethereum spot ETF saw a total net inflow of $13.8184 million yesterday (February 10, Eastern Time).
The Ethereum spot ETF with the largest single-day net inflow yesterday was the Grayscale Ethereum Mini Trust ETF (ETH), with a single-day net inflow of $13.3173 million. The current total historical net inflow of ETH is $1.717 billion.
The second largest net inflow was into the Fidelity ETF FETH, with a single-day net inflow of $501,100. The total historical net inflow into FETH is currently $2.582 billion.
As of press time, the Ethereum spot ETF has a total net asset value of $11.755 billion, with an ETF net asset ratio (market capitalization as a percentage of Ethereum's total market capitalization) of 4.84%, and a cumulative net inflow of $11.88 billion.
BTC Directional Data
According to CoinFound data, 195 listed companies currently hold a total of 1,206,554 BTC, accounting for 6.06% of the total Bitcoin supply. Among them, Strategy Inc (MSTR) holds 714,644 BTC, accounting for 59.23% of the total holdings of listed companies.
Stablecoin data
According to CoinFound data:
- USDT market capitalization: US$195.73 billion
- USDC market capitalization: $74.87 billion
- EURC's market capitalization: $12.26 billion
- USDS market capitalization: $11.2 billion
- USDe's market capitalization: $6.49 billion
- PYUSD market capitalization: $3.89 billion
- USD1 market capitalization: $5.42 billion
Market Dynamics:
- The White House convened a closed-door meeting with top bank executives and cryptocurrency issuers (Circle, Fidelity, Tether) to focus on Section 404 of the Clarity Act.
- Fidelity's FIDD assets are rapidly expanding, with Finovate Europe becoming a focal point.
- The SEC and CFTC have launched joint enforcement guidelines for "Project Crypto".
- In the past 24 hours, approximately $1.5 billion of offshore USDT was converted to regulated USA₮ brand.
Summarize:
- Market signals from February 10th to 11th, 2026, reflect that stablecoins are no longer "accessories" of the crypto market, but are redefining the new foundation of global liquidity through their deep integration with the US debt market. Although the White House meeting still has disagreements on "interest rate distribution", "compliance" remains an irreversible end.
RWA Directional Data
According to CoinFound data:
- Market capitalization of commodities: $7.02 billion
- Market value of government bonds: US$1.52 billion
- Market capitalization of institutional funds: US$2.57 billion
- Private lending market capitalization: $37.4 billion
- US Treasury bond market value: $10.19 billion
- Market value of corporate bonds: US$1.62 billion
- Market capitalization of tokenized stocks: $1.72 billion
Market Dynamics:
- SEC approves Ondo Finance's tokenization of private equity stakes in SpaceX and OpenAI, among others.
- The inaugural RWA Global Summit, ITA 2026, concluded successfully in Hong Kong.
- BlackRock BUIDL enables full-chain scaling and real-time dividend payouts.
Summarize:
- The RWA market as a whole is showing strong growth momentum. Although short-term volatility still exists, the long-term trend remains positive. Institutional and retail investors' interest in tokenized assets continues to rise, and the market's focus has gradually shifted from "asset tokenization" to "secondary market liquidity" and "automated compliant settlement".
