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Bitcoin's price has not yet reached capitulation, with analysis suggesting a bottom near $55,000. Current metrics, including realized loss and MVRV ratio, indicate the market is more than 25% above structural support levels seen in prior bear markets. Long-term holders continue to sell, and key indicators like NUPL do not reflect past cycle lows, signaling that capitulation and a definitive bottom have yet to be confirmed.

Anthony Pompliano expresses confidence that Bitcoin's price will rise over the long term despite short-term volatility caused by slowing inflation. He highlights the importance of believing in Bitcoin's limited supply as a core value proposition. Pompliano also notes that continued expansion of the U.S. money supply by the Federal Reserve will contribute to dollar devaluation, enhancing Bitcoin's value.

A hacker exploited the sellOCA() deflationary logic of the OCA token in the USDC-OCA liquidity pool on Binance Smart Chain, withdrawing around $422,000 worth of USDC. The attacker manipulated the pool price by simultaneously removing OCA during the transaction and disguised profits through multiple transactions with bribes totaling 112 BNB. Ultimately, the hacker netted roughly $340,000, with a suspected front-running attempt also observed.

Ethereum spot ETFs collectively saw net inflows of $10.2647 million on February 13, led by Grayscale Ethereum Mini Trust ETF with a $14.5088 million inflow. VanEck's Ethereum ETF also recorded positive net inflows, while BlackRock's Ethereum ETF experienced a net outflow of $9.2802 million. Overall, Ethereum spot ETFs now hold $11.719 billion in net assets, representing 4.75% of Ethereum's total market capitalization.

U.S. spot Ethereum ETFs experienced a net inflow of $10.21 million on February 13, reversing two prior days of net outflows. BlackRock's ETHA ETF saw a significant outflow of $9.34 million, while other ETFs like Fidelity's FETH, VanEck's ETHV, and Grayscale Mini ETH posted inflows. Notably, Grayscale Mini ETH led the inflows with $14.51 million, reflecting renewed investor interest in spot Ethereum exposure.

Stanford professor and a16z advisor Andy Hall revealed that only 1.3% of political prediction market contracts have sufficient liquidity. He noted fragmentation across platforms like Kalshi and Polymarket as a key challenge, with inconsistent contract listings and rules. Hall proposed improvements including AI agents for liquidity provision, unified rules, and incentivizing market makers to enhance market efficiency.

Bybit CEO Ben commented on the market downturn triggered by the October 11 crash, noting the platform's stability during the event. Despite the bearish market shift, Bybit experienced no downtime even with peak traffic surges. The CEO also emphasized ongoing technical upgrades to enhance platform robustness for future market volatility.

2025年11月から2026年2月の間に、2つの主要なクジラアドレスが、Bybit、Gate、KuCoinなどの中央集権的な取引所から、分散型のオンチェーンウォレットに約7440万のヒューマニティプロトコル（H）トークンを体系的に移動させました。これらの移転は、取引所外での大規模なHトークン保有の継続的な蓄積と中央集権化を示しています。オンチェーンの集中は、これらのクジラによる戦略的なポジショニングの可能性を示唆しており、Hトークンに対する強気なセンチメントを示しています。

Polymarketが最近開始した5分間のビットコイン価格変動市場は、40時間で2520万ドルの取引量を記録しました。この市場は、有望な初期のアービトラージ活動を示しており、洗練されたトレーダーが主に買いとリミット注文を使用して利益を得る戦略を実行しています。アナリストは、構造化された流動性が追加されることで、この5分間の市場が既存の15分間の市場の取引量を上回る可能性があると期待しています。

コインベースビットコインプレミアムインデックスは、30日連続でマイナスを維持しており、2026年における最長の連続記録となっています。このインデックスは、コインベースでのビットコインの価格差を世界平均と比較して追跡し、アメリカ市場における資本の流れとセンチメントを示しています。マイナスのプレミアムは、売り圧力、リスク選好の低下、及びアメリカの機関市場からの資本流出の可能性を示唆しています。

Hyperscale Data, a Bitcoin treasury company listed on the New York Stock Exchange, announced a plan to raise $35.4 million through issuing Series D cumulative redeemable perpetual preferred shares. The funds will be allocated to expanding Bitcoin holdings, purchasing precious metals like gold and silver, and general corporate needs including managing future debt and equity. This strategic move highlights the company's intention to diversify its treasury assets and strengthen its financial position.

CryptoQuant reports that Bitcoin has not yet hit a 'full capitulation' bottom, with key on-chain indicators remaining in a 'bear phase' rather than progressing to the 'extreme bear phase' seen in prior cycle lows. Despite the significant sell-off on February 5, which involved approximately $5.4 billion, the market has not exhibited the typical signs of ultimate bearish capitulation. This suggests that Bitcoin's price may continue to face downward pressure before a sustainable bottom is established.

A cryptocurrency whale purchased 2,188.12 ETH valued at approximately $4.5 million during a recent Ethereum price rebound at $2,055.36 per ETH. The whale's prior trading history over six months shows only a 12.5% win rate and an accumulated loss of $1.261 million across 8 swing trades. Nonetheless, the same address previously secured two highly profitable trades between April and August, netting over $6.3 million in gains.

イーサリアムアドレス samurai.eth は最近、約 300 万 USDT と 2.28 ETH で 601 PAXG トークンを販売しました。過去 3 週間で、このアドレスは合計 2,503 PAXG トークンを販売し、その価値は約 1289 万ドルでした。この期間中の平均販売価格は、PAXG トークン 1 つあたり約 5,150 ドルでした。

On-chain detective ZachXBT exposed a user operating the Chinese dark web market FreeCity, revealing connections to laundering money for North Korean hackers. The identified operator was involved in at least five laundering transactions and linked to a major North Korean hacker theft exceeding $100 million. Although the platform primarily serves Chinese users, illegal transactions also extend to regions like Southeast Asia.

Russia's central bank is reconsidering its ban on stablecoins and plans to study the feasibility of a Russian stablecoin. This reconsideration follows recent regulatory developments in the US and EU, including the US GENIUS Act and accelerated EU efforts for a digital euro. The move reflects Russia's desire to maintain monetary sovereignty and reduce reliance on foreign stablecoins amid sanctions and geopolitical pressure.

Chainalysis reported that cryptocurrency transactions to services suspected of involvement in human trafficking increased by 85% in 2025, reaching hundreds of millions of dollars. Most of this illicit activity is concentrated in Southeast Asia and often facilitated via Telegram-based international escort services. The report highlights the growing use of crypto by illicit actors despite regulatory efforts.

The product lead of X and Solana advisor Nikita Bier announced plans to enhance detection mechanisms against bot-driven spam and automated behaviors on the X platform. Accounts identified as operating via non-manual interactions risk suspension, including those used for technical testing. Developers are advised to temporarily stop integrating bot programs, favoring the official API where automation is essential.

アメリカの議会は、国土安全保障省（DHS）を運営するための資金法案を通過させることに失敗しました。上院の投票が進展を阻止し、超党派の意見の不一致が続いています。議会は10日間の休会に入る予定であり、DHSの閉鎖は14日の真夜中から始まると予想されています。この閉鎖は、政府の資金と改革計画に関する深刻な党派の行き詰まりを反映しています。