⚡️ ETF flows: Bitcoin and Ethereum lose weight, alternatives grow
From February 16 to 20, institutional ETFs showed a capital redistribution: BTC — net outflow $316 million, ETH — $123 million, while SOL attracted $14.31 million, XRP — $1.8446 million.
In essence:
— BTC and ETH — profit taking by large holders — SOL and XRP — inflow, institutions are seeking new opportunities — the overall dynamics indicate a redistribution of capital between mainstream and niche products
For the market, this is not panic, but a normal rebalancing: large players are taking profits and shifting focus to altcoins with potential.
We are watching next week — ETF movements set the tone for the rest of the market.
Deutsche Bank deepens the integration of solutions from the ecosystem #Ripple . It's no longer about a test blockchain case, but about optimizing the settlement architecture.
In essence:
— accelerating cross-border settlement — reducing correspondent chains — more transparent FX liquidity — strengthening the direction of digital asset custody
For a bank of this scale, it is a matter of cost structure and control of settlement time, not hype. The fewer intermediaries, the more predictable the liquidity and lower the operational friction.
Systemic players rarely move sharply. If the integration is expanding, it means the model is aligning with the numbers.
Usually, everything happens without unnecessary noise.
TON Pay is already launched and operates in real time — this is not a promise from the roadmap, but a functioning tool.
Moongate uses TON Pay for ticket sales for Gateway 2026, demonstrating the practical application of the solution in real business, not just within the ecosystem.
Users can pay in #TON or #USDT, with the entire process occurring in a single checkout window, and funds are instantly credited in the TON network.
In fact, this is a step towards integrating crypto payments into everyday services: without unnecessary intermediaries, with fast calculations and minimal delays.
Audience question: will TON Pay be a real driver of mass adoption of crypto payments or is it still just isolated cases within the ecosystem? $TON
$BTC Missouri proposes to create a strategic reserve of Bitcoin
The 103rd General Assembly of the state introduced bill HB 2080 for the establishment of a Strategic Reserve Fund for Bitcoin.
What the initiative entails:
• The fund is created under state legislation • Management is through the State Treasurer • Acceptance of donations and bequests in Bitcoin from residents • Mandatory storage for at least 5 years • After that — the right to sell, transfer, or convert the asset
Additionally: — Foreign or illegal participation is prohibited — Assistance from American crypto companies is possible — Mandatory biennial reports on storage and security — Simplified donation procedures — Government agencies must accept approved crypto payments
If the law is passed, Missouri will become one of the first states in the USA with a formalized model of state accumulation of Bitcoin through a reserve mechanism.
This is no longer just regulation — it is the institutionalization of BTC at the state level.
Bitcoin is trading around $64,4$BTC 00 amid a rapid decline. The weekly RSI is deeply oversold — the market is overheated in short positions, but the structure is already bearish.
Nearest levels:
• $62,000–$60,000 — first liquidity zone • $58,000–$55,000 — strong support • $50,000 — critical structural threshold
If $60k cannot hold — the movement may accelerate. If a large buyer appears — we will see a technical rebound.
The market is currently removing liquidity. The further reaction to $60,000 will determine the next steps.
Bitcoin has broken through the key psychological level of $65,000. Pressure has intensified amid heightened volatility and recent liquidations of long positions.
Breaking through a round number often triggers cascade stop-losses and further acceleration of movement. Now market attention shifts to the nearest support zones and buyer reactions.
Question: is this a short-term liquidation before a bounce or the start of a deeper correction? $BTC #Bitcoin #BTC #Crypto #Market
Urgent: $200 million long positions liquidated in an hour
In the last 60 minutes, long positions worth about 200 million US dollars were forcibly closed in the cryptocurrency market.
Mass liquidations of longs typically occur during sharp price declines and cascading trigger of stop levels and margin calls. This intensifies selling pressure as positions are closed at market prices.
Such movements are often accompanied by spikes in volatility, increases in volume, and sharp downward impulses before potential stabilization.
According to the Mexican publication Milenio, Nemesio Oseguera Cervantes, known as El Mencho — the alleged leader of the Jalisco New Generation cartel — was liquidated in the state of Jalisco.
This concerns one of the most wanted criminals in Mexico and the USA. According to reports, the operation may have involved Mexican and American forces.
Following the emergence of information about his death, arson of vehicles and road blockades have been recorded in several states. There are also reports that the cartel has publicly announced a monetary reward for attacks on law enforcement personnel.
At this time, there has been no official confirmation of all the details of the operation at the state level. The situation remains tense.$XRP
According to OnchainLens, the wallet associated with Pumpfun (77DsB) has completely exited its position — selling 3.75 billion PUMP for a total of 8.02 million USDC at an average price of about $0.0021.
At the same time, another associated address (GpCfm) transferred 1.21 billion PUMP (approximately $2.57 million) to the Bitget exchange. However, it still holds 3.54 billion PUMP on its balance — this is about $7.4 million by current estimates.
What does this mean for the market? When large associated wallets start to take profits or move tokens to exchanges, it always creates potential pressure on the price. Even if part has already been sold, the mere fact of movement on CEX is a signal that traders usually watch closely.
Question to the audience: is this a normal profit-taking or preparation for a deeper unloading of the position? $PUMP #PUMP #Pumpfun #Onchain #Crypto
⚡️CNN reports that the USA accuses China of conducting secret tests of next-generation nuclear weapons. According to American intelligence, in June 2020, an explosion occurred at the Lop Nur testing ground related to the development of missiles with multiple miniature warheads and tactical nuclear weapons.
Chinese authorities rejected the accusations, stating that the USA "distorts and vilifies" the country's policy and that China adheres to a moratorium on nuclear weapons testing.
From a geopolitical perspective, this is another element of tension between Washington and Beijing. Any reports of new nuclear technologies traditionally increase risks to regional and global stability, as well as affect commodity and financial markets.
Question to the audience: do you think such accusations pose a real threat or are they an element of information warfare?
Against the backdrop of a protracted economic crisis and sanctions pressure, the Iranian currency continues to rapidly depreciate. Currently, about 735 US dollars is equivalent to approximately 1 billion Iranian rials at the market exchange rate.
The deep devaluation reflects systemic problems: inflation, limited access to international settlements, and instability in the currency market. For the population, this means a decline in purchasing power and an acceleration in the rise of prices for imported goods.
The situation intensifies pressure on the country's economy and increases the gap between the official and unofficial exchange rates.
In Russia, there is a discussion about a tax on chips and fast food
The initiative to introduce an additional tax on chips, snacks, and fast food has been submitted to the government. The authors propose using fiscal measures as a tool to combat the rise of obesity.
According to data, over the past five years, the obesity rate in Russia has increased by 52%. Every year, more than 500,000 people are diagnosed with it for the first time. Supporters of the initiative believe that increasing prices on products high in sugar, salt, and fats may reduce their consumption.
Similar measures are already being implemented in several countries regarding sugary drinks and high-calorie products. The question is whether the tax will become a real preventive tool or will simply lead to higher prices for consumers.
Vladimir Putin signed a law on the seizure of cryptocurrency
In Russia, the mechanism for seizing digital assets has been officially established within the framework of criminal investigations. The law has been signed by President Vladimir Putin.
Now, during procedural actions, investigative authorities are required to document: — type of digital currency — exact quantity — addresses-identifiers (wallets)
In fact, cryptocurrency receives procedural status as property that can be seized and added to case materials. This means increased control and formalization of work with digital assets within the framework of criminal law.
For the market, this is a signal for further institutional consolidation of cryptocurrencies within the legal framework of the Russian Federation — alongside an increase in regulatory pressure.
Uniswap Labs opens AI access to DEX infrastructure
Uniswap Labs announced the launch of seven new 'Skills' that allow AI agents to perform real operations within the Uniswap protocol. This is a comprehensive toolkit for working with the v4 architecture: security, pool configuration, deployment, integration with Viem, execution of swaps, and liquidity planning.
Essentially, the protocol takes a step towards agent-native DeFi — an environment where liquidity and trading strategies are managed not only by humans but also by autonomous algorithms. AI gains the ability to directly interact with DEX, manage capital, and execute operations on-chain without intermediaries.
This is no longer an experiment but an infrastructure upgrade that can accelerate the development of automated market makers and on-chain agents. $UNI #Uniswap #DeFi #AI #Web3
Tether announced the cessation of support for the offshore stablecoin CNH₮. With immediate effect, the issuance of new tokens has been halted. Redemption support will be available for one more year, after which the instrument will cease to exist.
The reason is market conditions and limited demand. The scale of CNH₮ no longer justifies the operational costs of support. Essentially, the asset failed to gain sufficient liquidity and usage in the ecosystem.
Importantly: current holders will be able to redeem CNH₮ according to the company's terms until the end of the term. Holders are advised not to delay the conversion.
From a market perspective, this is a signal: even large issuers optimize their product lines if an asset does not demonstrate real demand. In a growing competition among stablecoins, capital is concentrated around the most liquid instruments.
Question to the audience: is there any market future for stablecoins pegged to the yuan, or do dollar-denominated instruments dominate global liquidity?
Vitalik Buterin stated that he is working on a "cyberpunk-principled" version of Ethereum as a supplement to the current system. The goal is to enhance censorship resistance, improve compatibility with zk-proof, and increase consensus efficiency.
In fact, this is about a deeper architectural transformation of the network. Possible directions include transitioning to a new system language within five years (possibly sooner with the application of AI), updating the state tree, refining the consensus mechanism, improving ZK-EVM verification, and the virtual machine itself.
These are not cosmetic changes. If the plan is implemented, Ethereum will have a lighter, formally verifiable, and more decentralization-resistant architecture. The zk direction is especially important—it enhances scalability and privacy without sacrificing security.
Question: Is Ethereum ready for such a deep restructuring, or is the ecosystem too large and inertial for radical changes?$ETH
There are several important signals regarding XRP today.
$XRP Ripple CEO Brad Garlinghouse stated that the likelihood of the Clarity Act being passed in the U.S. is estimated at around 90%. If the document is indeed approved, it could significantly reduce regulatory uncertainty surrounding XRP and pave the way for more active institutional participation.
⚡️The USA is increasing its military presence in the Middle East. According to The Washington Post, the Donald Trump administration expects the arrival of the aircraft carrier USS Gerald R. Ford to prepare for a possible operation against Iran.
This is not just a symbolic step. The deployment of an aircraft carrier strike group is a signal of strategic pressure. A decision on further actions, according to sources, may be made within the next 10–15 days, while the diplomatic scenario officially remains open.
For the markets, this is a factor of increased volatility. Any military escalation in the region traditionally reflects on oil, gold, the dollar, and global risk appetite. So far, this is a stage of demonstration of strength, but investors will closely monitor the rhetoric and movements of forces.
URGENT: The U.S. Supreme Court has overturned the tariffs imposed by the Donald Trump administration. In response, Trump called the court's decision a 'disgrace'.
Legally, this is a serious signal: the balance of power between the executive branch and the judiciary is back in the spotlight. Economically, a reassessment of trade policy is possible, especially if the tariffs affected key import categories.
Markets usually react not to emotions, but to consequences. If the repeal of tariffs leads to a reduction in trade barriers, it could impact the dollar, the stock market, and global supply chains.
Politically, the situation looks like another episode of the big American show, where loud statements are made faster than real consequences emerge.
A question for the audience: is this the beginning of a reassessment of U.S. trade strategy or just another round of political fighting?
In SberInvestments, a unified brokerage account (EBS) has been launched. Now stocks, bonds, currency, and the futures market are combined into one portfolio without separation across different accounts.
The key innovation is free collateral backing secured by securities. This means that an investor can use existing assets as collateral and enter the futures market without having free cash in the portfolio. Essentially, this increases capital efficiency and flexibility in managing positions.
To trade through EBS, it is necessary to pass testing in the application or have the status of a qualified investor. The transition to the new format occurs automatically.
Question to the audience: Will such a mechanism be a driver for growth in activity in the futures market, or will investors be cautious due to increased leverage risks?