Capital Flow

On February 24, the US CB Consumer Confidence Index unexpectedly rose to 91, boosting the Federal Reserve's hawkish expectations. The probability of a rate cut in June decreased to 49.6%, putting short-term pressure on XRP. However, on the same day, US XRP spot ETF inflows reached $3.04 million, with a total net inflow of $1.23 billion since its launch in November last year. Continuous buying by institutional investors has formed structural support.

Hyperliquid early contributor Loracle significantly reduced their HYPE long positions in the short term, from $26.1 million to $17.12 million, a total reduction of over 67%. Currently holding 5x leveraged long positions, with an unrealized profit of $1.96 million, and monthly profits have reached $20.13 million.

Ethereum treasury company FG Nexus sold off 7,550 ETH within 8 hours, accumulating a total loss of $86.98 million. Since the ETH price dropped after November 2025, the company has reduced its holdings by 21,000 ETH, with an average selling price of $2,649.

Yesterday, XRP spot ETF experienced a net inflow of $3,042,000 in a single day. Currently, the total historical net inflow has reached $367 million, with total assets net value of $981 million, and a net asset ratio of 1.18%.

Bloomberg analyst analysis of the 13F filings for Q4 2025 shows that large institutional investors reporting to the U.S. Securities and Exchange Commission (SEC) collectively reduced their Bitcoin ETF holdings by approximately 25,000 BTC, amounting to nearly $1.6 billion in risk exposure during that quarter. The data reveals that the main sellers are concentrated among investment advisors and hedge funds, while holding companies and government-related entities increased their holdings countercyclically during the same period.

In Q4 2025, large institutional investors significantly reduced their holdings of Bitcoin spot ETFs, selling a total of over 25,000 Bitcoin equivalents. The well-known hedge fund Brevan Howard made the most notable reduction. Market sentiment remains cautious, with five consecutive weeks of net capital outflows, reflecting investors' concerns about macroeconomic uncertainties. This phenomenon serves as a reminder of the importance of risk management for investors.

Goldman Sachs data shows that Strategy has become the component stock with the highest short-selling amount in the United States, ranking first in short-selling ratio. Strategy has purchased 592 Bitcoins, with a total holding of 717,722, currently facing an unrealized loss of approximately $7 billion. Fourteen brokerage firms have given it a strong buy rating.

Institutional investors reduced their holdings of Bitcoin ETFs in Q4 2025, selling approximately 25,098 BTC in total, indicating a clear trend of de-risking, with Brevan Howard experiencing the largest reduction. Bitcoin prices continued to decline and are currently around $64,000, with market sentiment being relatively pessimistic.

XRP's RWA value surged 23% to over $2 billion despite a 15% price drop this month. ETFs attracted $48.5 million, contrasting Bitcoin and Ethereum outflows. Technical indicators suggest continued bearish pressure, with focus on a potential drop to $1.12.

PANews February 24 News, according to Lookonchain monitoring, whenever Brother Magie Huang Licheng is liquidated to nearly zero, he deposits more funds into Hyperliquid to continue going long. He has just deposited another 245,000 USDC into Hyperliquid.

Gate News bot message, According to Feb 24 update, Bitcoin ETFs recorded a 1-day net outflow of 3,262 BTC (approximately $205.37M) and a 7-day net outflow of 7,895 BTC (approximately $497.07M). Ethereum ETFs showed a 1-day net outflow of 25,337 ETH (approximately $46.04M) and a 7-day net outflow of

Digital asset investment products experienced significant outflows, totaling $288 million, driven mainly by Bitcoin's $215 million withdrawals and cautious investor sentiment, especially in the US, while European markets exhibited more resilience.

Strategy completed its 100th Bitcoin purchase and now holds 717,722 BTC across six years. The company funded the 592 BTC buy through share sales instead of debt financing. Several smaller public firms reduced Bitcoin holdings while Strategy expanded its position. Strategy completed its 1

Recently, market risk aversion has increased, the US dollar is strong, long-term government bond yields are rising, and gold has hit new highs. Cryptocurrency assets have declined, with significant net outflows from BTC and ETH, and market sentiment is extremely fearful. Traditional derivatives institutions and mining companies are adjusting their strategies, and market funds are becoming more cautious.

EMJ Capital founder Eric Jackson stated that Bitcoin ETF investors are experiencing "institutional exits," but this does not mean the end of the bull market; rather, it is a market cleansing process, and in the future, it will be replaced by long-term capital such as sovereign wealth funds. He believes that market pessimism is intensifying, but in the future, there will be a recovery in stablecoin supply and stronger holding capital.

Vitalik Buterin sold 3,788.57 ETH worth $7.3 million amid Ethereum's declining trend. ETH is down 37% this month, trading at $1,821.55, with significant liquidations impacting bullish traders. Buterin emphasizes layered security in crypto.