#ETH Spot ETF to Be Approved. Is the "ETF Summer" Coming?#
On May 21, sources said that the US SEC informed the exchange that it was inclined to approve the Ethereum spot ETF. On May 23, the SEC will formally decide on VanEck's Ethereum spot ETF application. Is the long-awaited Ethereum spot ETF coming?
Latest
FeaturedTimeline
avatar
Crypto Market Aggregator|币圈新闻汇总
[2/3] 3. Bloomberg ETF Analyst: Spot ETFs have not "significantly reduced volatility," and the selling pressure from OG's high-level profit-taking is underestimated. Eric Balchunas stated that the market underestimated the amplifying effect of early holders' concentrated selling at high levels; Bitcoin's approximately 450% increase over two years also signifies a high volatility risk. (PANews | TechFlow | Odaily) 4. Liquidity pressure: Crypto funds saw net outflows of approximately $1.5 billion this week, the largest since November. According to data from the Kobeissi Letter, funds have been withdrawn for the second consecutive week, marking the fifth net outflow in the past seven weeks. (Kobeissi Letter) 5. On-chain/Sentiment Indicators: BTC social sentiment hit a near 4-year low; price near the 200-week moving average of approximately $58,000. Santiment data shows a significant weakening of sentiment; from a technical perspective, the area around the 200-week moving average has historically served as a reference point for bear market bottoms/accumulation zones. (BlockBeats | PANews) ━━ Project Updates ━━ 1. Bitfarms plans to relocate to the United States and change its name to Keel Infrastructure. The company plans to become a dual-listed company under the name "KEEL" and will move its registered office from Canada to the United States and change its name. A special shareholders' meeting is scheduled to be held on March 20, 2026, pending approval from shareholders, the stock exchange and the court. After completion, it plans to trade on Nasdaq and the Toronto Stock Exchange under the name "KEEL". (TechFlow | PANews) 2. ENS: ENS v2 will only be deployed on Ethereum L1, and Namechain L2 development will be discontinued. The ENS COO stated that discontinuing Namechain L2 will not affect v2 functionality and roadmap; more chains will still be supported in the future, and it may be possible to allow .eth registration on any EVM chain. (PANews) 3. ERC-8004 Progress: Avalanche C-Chain supports the standard; Virtuals claims that ACP "graduation agents" will automatically register and be scored on the blockchain. Avalanche announced that C-Chain supports ERC-8004 for AI agents with on-chain identity and transferable reputation; Virtuals Protocol stated that its AI agents that have graduated on ACP will automatically register in ERC-8004, and new evaluations and scores will be automatically added to the chain and bound to the identity. (BlockBeats | Foresight News | BlockBeats | Foresight News) 4. EY: Wallets will become a key entry point for next-generation financial services; banks "must have wallets." EY believes that wallets are evolving from crypto tools into gateways to financial services, and the core position of traditional bank accounts may be weakened by "smart wallets". (CoinDesk | BlockBeats | PANews) ━━ Other ━━ 1. Fund flows related to the “BTC OG/1011 whale” have attracted attention: On-chain monitoring shows signs of large deposits to Binance and withdrawals of stablecoins. It is reported that this cluster address deposited about 5,000 BTC to Binance within a few hours, then withdrew about 55 million USDC, and then deposited about 4,200 BTC. Other monitoring shows that it transferred about 20,000 ETH and 69.08 million USDT in about 12 hours, and there was on-chain behavior of “withdrawing 55,000 ETH from Aave and then partially depositing it to the exchange”. The market interprets this as suspected reduction of holdings/exchange for stablecoins. (Foresight News | BlockBeats | PANews | TechFlow | BlockBeats) 2. Aave Funding: The ETH borrowing APR surged from 2.13% to 7.35% at one point, before falling back to approximately 5.33%. Data shows that the ETH supply on Aave is approximately 3.09 million (accounting for about 81% of the hard cap), of which about 2.92 million have been lent out, with a borrowing utilization rate of about 81%. Interest rate fluctuations reflect the tightening of short-term liquidity. (Foresight News | PANews | Odaily) 3. Increased volatility in derivatives: Approximately $605 million in positions were liquidated across the network in 24 hours, with short positions dominating. Statistics show that long positions totaled approximately $228 million and short positions totaled approximately $377 million. The largest single liquidation occurred on Hyperliquid's BTC-USD pair, amounting to approximately $21.3 million. (TechFlow) 4. Prediction Markets and Sports Compliance Controversy: Kalshi claims Giannis Antetokounmpo's stake is less than 1%, NBA rules remain unclear. Kalshi confirmed that Giannis Antetokounmpo's shareholding is less than 1% (the specific amount was not disclosed); media reports indicate that the NBA has not yet provided clear guidelines for on-chain prediction/betting platforms, with related betting volume estimated at approximately $23.31 million.
ENS
1.7%
avatar
PEPE Playground
IBIT's Record Trading Volume and Hong Kong-based Fund Liquidations? 1. The typically conservative Nasdaq requested the SEC to lift the contract limit on BTC/ETH ETF options, skipping the usual 30-day grace period and leading to immediate implementation on January 21st. 2. With the 25,000 contract limit removed, IBIT has become a "financial nuclear weapon" capable of generating the most powerful leverage in the global cryptocurrency market. 3. Nasdaq's rapid movement suggests that a certain large fund has already reached its limit, and brokers likely rushed to ease regulations to legally liquidate it. 4. On January 29th, a week after the limit was lifted, Bitcoin plummeted. This suggests the first major position adjustment in the new unlimited leverage environment. 5. During this decline, IBIT reached a record high, recording $10.7 billion in trading volume, double its normal level, and $900 million in options premiums. 6. The fact that Solana, which should normally exhibit higher volatility, plummeted in line with Bitcoin, and that the liquidation on the exchange (CeFi) was small, confirms that the primary culprit in this crisis was a traditional financial fund. 7. The funds with 100% IBIT exposure, as revealed in their 13F filings, are based in Hong Kong, a typical risk isolation structure designed to prevent brokers from accessing other assets in the event of an incident. 8. The fund suspected to be the primary culprit bet on IBIT ultra-high gamma options, but its balance sheet is likely completely destroyed by a combination of negative factors, including a 20% plunge in the silver market. 9. Because this hypothesis was not a crypto-focused fund, it was not detected by information networks such as Crypto Twitter (CT), and was able to secretly increase its leverage within the existing financial system. 10. The conclusion of this hypothesis' liquidation will be revealed in the 13F filing, which will be filed approximately 45 days later, regarding the IBIT exposure of a specific Hong Kong-based fund. The moment your holdings hit "0," it will be officially confirmed. This is a hypothesis for this recent decline. It's interesting and well-written. x.com/TheOtherParker_/status/2...
IBIT
315.1%
avatar
wizz radar
━━━━━━━━━━━━━━━━━━━ 🔥 Popular Token Radar (24h) ━━━━━━━━━━━━━━━━━━━ 📅 2026-02-06 21:00 – 2026-02-07 21:00 📊 Analyzing 1054 channel messages · Discovering 10 tokens ● ENS · 7 Sources 📖 Details [PRODUCT] ↑ Positive Trigger: ENSv2 Abandons L2 and Deploys Fully on the Ethereum Mainnet Key Points: • Stop Namechain L2 development • Vitalik praised it as a wise decision ● ZEC · 6 Sources 📖 Details [PRODUCT] ⇄ Divergence Triggered: Vitalik Donates to Support Zcash Security Upgrade: Key Points • Vitalik donated funds to support Crosslink development. • Prices have fallen by approximately 60% from their peak. ● HYPE · 6 Sources📖 Details [FLOW] ⇄ Divergence Trigger: Key Points on Whale Buying and Token Unlocking: • Machi Big Brother adds to his HYPE long position • Team wallet unlocks and distributes HYPE ● POLY · 5 Sources📖 Details [PRODUCT] ↑ Active Trigger: Key Points for Polymarket to Submit a POLY Trademark Application: • Parent company files trademark application for POLY • Confirms plans to launch native token ● AAVE · 5 Sources 📖 Details [FLOW] ↑ Positive Trigger: Key Points of Whale Fund Inflows and Founder Buybacks: • 400 million USDT transferred to Aave • Founders sold ETH and bought AAVE ● ONDO · 4 Sources📖 Details [REGULATION] ↑ Positive Trigger: Key Points for 21Shares Submitting ONDO Spot ETF Applications: • Bitget stock token trading volume dominates ONDO market. • ONDO plans to build a full-stack on-chain financial services. ● BASED · 4 Sources 📖 Details [YIELD] ↑ Positive Trigger: Key Points for Upcoming BASED Token TGE Information: • TGE information released on February 8th • Airdrops and points calculation ● IBIT · 3 Sources 📖 Details [FLOW] ↓ Cautionary Trigger: Key Points on IBIT Options Trading Volume Surge Triggering Market Volatility: • Record daily trading volume for IBIT options • Hedging activities by traders may cause a BTC crash ● KELLYCLAUDE · 3 Sources📖 Details [FLOW] ↑ Positive Trigger: Meme Coin Price Surges, Market Cap Hits New High Key Points: • 24-hour increase of over 240% • Market capitalization reached a peak of $12 million ● TRIA · 3 Sources 📖 Details [LISTING] ↑ Active Trigger: Key Points of Bitget Launching TRIA Perpetual Contracts: • U-based perpetual contracts launched • Team address transfers tokens to exchanges ━━━━━━━━━━━━━━━━━━━ 📰 Single Event ━━━━━━━━━━━━━━━━━━━━ • UP | Coinbase adds UP token to its listing roadmap (6 sources) • CRO｜Founder Acquires Domain at High Price and Plans to Launch Platform (4 Sources) • MEGA | The foundation uses USDM proceeds to repurchase MEGA tokens (3 sources) • AR | Network suspected of being down for over 24 hours (3 sources) • JITOSOL | Whale transfer large amounts of JITOSOL to market makers (3 sources) ━━━━━━━━━━━━━━━━━━━
ONDO
3.33%
avatar
Crypto Market Aggregator|币圈新闻汇总
[1/3] [Crypto and Traditional Finance News Roundup] 2026-02-07 16:00 (Beijing Time) ━━ Important News ━━ 1. The China Securities Regulatory Commission (CSRC) issued and implemented the "Regulatory Guidelines for the Issuance of Asset-Backed Securities Tokens (RWA) by Domestic Assets Overseas". The CSRC issued the "Regulatory Guidelines for the Issuance of Asset-Backed Securities Tokens (RWA) by Domestic Assets Overseas" (〔2026〕No. 1) and it came into effect immediately. The guidelines implement strict supervision and a filing system for "issuing tokenized equity certificates (ABS-like tokens) overseas with domestic assets/cash flow as support". The guidelines require domestic filing entities to submit a filing report and a complete set of overseas issuance materials, and list various prohibited situations such as those involving national security, major criminal offenses, major ownership disputes, and negative lists. (BlockBeats) 2. The US CFTC reissued an employee letter: limited revisions to the definition of "payment stablecoins," including the National Trust Bank. The CFTC’s Market Participation Division reissued Employee Letter No. 25-40 with limited revisions, clarifying that the “national trust bank” can be an approved issuer of payment stablecoins, thus avoiding its exclusion by definition. (Foresight News) 3. The White House will hold another discussion on "stablecoin yields" on February 10. It is expected that the first meeting between banks and industry organizations will be held at the staff level, but it is also expected that bank representatives and industry trade/association groups will attend together for the first time, with the topic focusing on "stablecoin yields". (BlockBeats | Foresight News | Odaily | TechFlow TechFlow) 4. South Korean company Bithumb mistakenly "airdropped/transferred" 620,000 BTC, claiming to have recovered 99.7% and has restricted trading and withdrawals. Bithumb disclosed that due to an internal operational error, a total of 620,000 BTC (approximately 2.95% of the total BTC supply) was mistakenly recorded/transferred to 695 customers. Trading and withdrawals were restricted for 35 minutes after the erroneous payment occurred. The company stated that no funds were transferred to external addresses and that 618,212 BTC (99.7%) has been recovered, along with approximately 93% of the 1,788 BTC equivalent that had already been sold. The incident has sparked controversy regarding "ghost balances/internal control vulnerabilities" at centralized exchanges, and South Korean regulators have reportedly intervened. (BlockBeats | Odaily | TechFlow TechFlow | velo.xyz | BlockBeats) 5. The U.S. Office of the Comptroller of the Currency (OCC) has approved Erebor Bank's application for a nationwide banking license. The bank reportedly intends to provide services to technology companies in the AI, crypto, defense, and manufacturing sectors, as well as related high-net-worth individuals. (TechFlow | Foresight News) 6. Arweave (AR) Network Anomaly: No new blocks produced for more than 24 hours. Block explorer data shows that Arweave has not produced any blocks for more than 24 hours, with the last block height being approximately #1,851,686 (11:18:15 Beijing time on February 6). (BlockBeats | Foresight News | TechFlow | ViewBlock) 7. On-chain monitoring: Trend Research nearly liquidated its ETH holdings and significantly reduced leverage, with estimated cumulative losses of approximately $747 million. Monitoring shows that Trend Research (owned by Yilihua) previously withdrew approximately 792,500 ETH from Binance (at an average price of approximately $3,267), and subsequently deposited back approximately 772,900 ETH at an average price of approximately $2,326, leaving only approximately 21,300 ETH on-chain; the estimated cumulative loss is approximately $747 million. Its lending positions have also decreased to only 2, with total debt of approximately $25 million (health coefficient approximately 1.38–1.58). Further monitoring indicates an address association with the entity labeled "BTC OG/Agent Garrett Jin". (Foresight News | BlockBeats | Odaily | Foresight News) 8. Institutional and On-Chain Fund Movements: BTC whale transferred funds to Binance; Circle issued 1.5 billion USDC on Solana in 9 hours. On-chain monitoring indicates that "BTC OG/related whale" transferred 5,000 BTC to Binance in a short period of time, and another address deposited 1,599 BTC in 2 hours; at the same time, Circle issued 1.5 billion USDC on the Solana chain in 9 hours, and the cumulative issuance on the Solana chain since 2026 is approximately US$14.75 billion. (BlockBeats | Foresight News | BlockBeats | BlockBeats | TechFlow TechFlow) 9. ETF Updates: BTC spot ETF saw net inflows of $330.7 million; ETH spot ETF saw net outflows of $21.3 million; 21Shares submitted an application for an Ondo (ONDO) ETF. The US BTC spot ETF saw net inflows of approximately $330.7 million yesterday (with IBIT contributing the most), while the ETH spot ETF saw a net outflow of approximately $21.3 million yesterday. Bloomberg ETF analysts and media information indicate that 21Shares has submitted relevant applications/documents for an Ondo (ONDO) ETF.
SOL
2.42%
loading indicator
Loading..