BigBreakingWire

Abu Dhabi funds push Bitcoin ETF exposure above $1B despite $6B outflows in early 2026

Two Abu Dhabi investment funds increased their stake in BlackRock’s IBIT, taking combined holdings above $1 billion by end 2025. Mubadala alone lifted its position to 12.7M shares worth over $630M.

Jane Street also expanded to 20.3M shares, up 54%. This comes even as US spot Bitcoin ETFs saw about $6B outflows and BTC traded around $64K to $67K, below its $126K peak.

Strategy Buys 2,486 Bitcoin for $168.4M via ATM Funding, Holdings Cross 717K BTC

Strategy acquired 2,486 Bitcoin between Feb 9 and Feb 16 using funds raised through its at the market equity program, signaling continued aggressive accumulation.

The company sold preferred and Class A shares to finance the purchase and now holds 717,131 BTC at an average cost of $76,027 per coin.

China's Cango Sells 4,451 $BTC for $305M, Slashes Holdings 60% to Cut Debt, Pivot to AI

Cango offloaded 4,451 Bitcoin to repay a Bitcoin-backed loan, sharply reducing crypto exposure and improving its balance sheet strength.

The company is shifting focus to AI compute infrastructure for SMEs and named Jack Jin, formerly of Zoom Video Communications, as CTO of its AI unit.

U.S. Spot Bitcoin ETF Assets Slide to $99.16B, Down ~40% From Peak; Net Inflows 689,180 BTC

U.S. spot Bitcoin ETF assets have fallen to $99.16B, nearly 40% below the $165.15B peak seen in Oct 2023.

Since launch in Jan 2024, cumulative net inflows total 689,180 BTC, valued at $55.01B.

Holdings are led by BlackRock IBIT with 765,200 BTC, followed by Fidelity FBTC at 198,400 BTC and Grayscale GBTC with 159,600 BTC.

Bitcoin would need 90% crash to $8K to stress MicroStrategy balance sheet, says CEO

Michael Saylor says only an extreme 90% Bitcoin drop to $8,000 would make the firm’s BTC reserves equal its net debt, limiting its ability to repay convertibles using Bitcoin alone.

In that scenario, the company could restructure, issue equity, or take on more debt over the next five years. He added no covenants are triggered even with Bitcoin below the $76K average buy price.

#MSTR

JPMorgan Flags Bitcoin Edge Over Gold as Risk Profile Improves Long Term

JPMorgan Chase says Bitcoin is becoming more attractive than gold for long term investors. The bank notes gold’s strong rally and higher volatility have shifted the balance.

Bitcoin is now trading well below its estimated production cost, a level that has often acted as support in past cycles. Recent crypto weakness has not triggered heavy forced selling.

The bank adds that Bitcoin’s volatility relative to gold has dropped to a record low, improving its risk adjusted profile and signaling strong upside potential over time.

Bhutan Linked Wallets Move 285 BTC Worth $22M, Funds Touch Major Exchanges

Bhutan associated crypto wallets shifted about 284.8 BTC valued near $22.4M in fresh on chain transfers. A large portion moved toward trading linked addresses, including a QCP connected wallet.

At the same time, 1.5M USDT was sent to Binance while another 1.5M USDT came in from Kraken, showing active stablecoin flows alongside the BTC movement.

Such patterns typically signal liquidity actions or potential sell side activity, though no official confirmation of a completed sale has been issued.

Bitcoin saw $75M in long liquidations over the past two hours. Meanwhile, Michael Saylor’s Strategy is sitting on an unrealized loss of about $2.1B on its Bitcoin holdings.

#MSTR $BTC

Chinese Trader Bags $500M Profit After Massive Silver Short as Prices Crash From $100

Zhongcai Futures made over $500M by shorting silver before the sharp drop, exchange data shows.

The firm built bearish positions equal to about 484 tonnes in late Jan when silver traded above $100/oz.

Despite the fall, silver prices are still up about 24% this year.

#Silver

$467.6B Wiped From Crypto Market in Days as Bitcoin Hits 15 Month Low

The crypto market lost $467.6B in less than a week. Bitcoin dropped sharply to $72,877 before recovering toward $76,500.

BTC Markets said the fall pushed sentiment into “extreme fear.” Michael Burry called Bitcoin speculative, while Michael Novogratz said the strong belief in holding has cracked, leading to more selling.

Michael Burry Flags Corporate Risk From Bitcoin Slide

Burry warns companies with large Bitcoin holdings could face severe financial stress if the crypto decline continues. Heavy balance sheet exposure may raise bankruptcy risk.

He says Bitcoin is acting like a risk asset tied to stock markets, not a safe haven like gold. That link could amplify broader market pressure.

$BTC #MSTR

Michael Saylor’s Bitcoin holdings at MicroStrategy are currently sitting on an unrealised loss of about $1.26B, with the portfolio valued near $53B. At the peak, the Bitcoin stack was worth over $76B, showing a sharp pullback from highs for Michael Saylor’s treasury bet.

Binance SAFU Fund Wallet Adds Addresses, Receives $100.7M in Bitcoin

On chain data shows the SAFU Fund added two new addresses to its approved whitelist earlier today, signaling preparation for fresh transactions.

The same wallet later received 1.315K BTC worth about $100.7M, pointing to a possible new Bitcoin purchase and rising BTC reserves.

BREAKING: Gold Stays No.1 Asset at $32.7T, Nvidia Overtakes Silver, Bitcoin at $1.51T

Gold continues to dominate global assets with a massive $32.7T market value despite recent price pressure.

NVIDIA holds second place at $4.65T, pushing Silver to third at $4.45T, while Bitcoin stands at $1.51T.

Michael Saylor signals another Bitcoin buy.

#MSTR

BREAKING: Bitcoin ETFs log 4th straight outflow day as $509.70M exits, BlackRock IBIT pulls $528.30M

US spot Bitcoin ETFs recorded total net outflows of $509.70 million on Jan 30, marking the fourth consecutive day of capital withdrawals.

BlackRock’s IBIT led the decline, seeing 6,310 BTC in outflows worth $528.30 million.

Fidelity’s FBTC saw $7.30 million in inflows and ARK 21Shares ARKB added $8.34 million.

Bitcoin crashes below $79,000 as $650M wiped out in 60 minutes of market chaos

Michael Saylor led Strategy holds 712647 BTC acquired for about $54.19 billion, with an average purchase price near $76037 per bitcoin.

The company’s massive Bitcoin bet, now valued above $54 billion, is sitting only about 3% away from falling into an unrealized loss.

$BTC $ETH

BREAKING: $3.5bn Silver, $650mm Gold Selling Seen as ETFs Rebalance; Worst Drop Since 2006

Leveraged ETF rebalancing is expected to drive about $3.5bn of selling in silver and $650mm in gold.

Silver and gold are logging their worst sessions since 2006, with extreme -13 zScore in silver and -9 zScore in gold. CTAs hold $5bn silver and $15bn gold longs, amplifying downside risk.

#GOLD #Silver

BREAKING: El Salvador adds $50M gold, buys 1 Bitcoin, reserves and crypto stack both rise

El Salvador central bank bought 9,298 oz gold, taking total holdings to 67,403 oz worth about $360M at current prices.

Government also purchased 1 BTC. Total holdings now 7,547 coins valued near $635M with Bitcoin trading around $84K.

More than $105M in long positions wiped out across the crypto market in just the last hour.

$BTC $ETH