Capital Flow

Pioneer Navigation Group's 13F filing with the U.S. SEC shows that it holds 5,653,110 shares of Circle stock, currently valued at approximately $339 million, with an unrealized loss of over $400 million.

February 14 News, RLUSD has been continuously expanding since its launch in December 2024. After early support from multiple platforms, its market capitalization quickly surpassed $1 billion. By 2026, key changes occurred in its liquidity structure, with a global distribution network and zero-fee incentives driving increased trading volume, while custodial deposits contributed to a simultaneous rise in reserves and trading activity. With the withdrawal function and XRPL deposit channel opening on February 12, the on-chain migration of RLUSD has significantly accelerated, and its cross-border payment and multi-network circulation capabilities are gradually taking shape. As of mid-February 2026, RLUSD's circulating supply has increased to approximately $1.52 billion. During this period, the supply was expanded through three issuance events, and some tokens were burned on the Ethereum network to curb excess supply, with the collateralization rate remaining above 103%. On-chain distribution has also become clearer: approximately 77% to 79% of the balance is held on Ethereum, mainly for liquidity and collateral purposes; XRPL holds about 22% to 23%, focusing more on fast settlement and payment routing.

February 14 News, Arbitrum (ARB) continues to face pressure in 2026, with a decline of 40% year-to-date. Looking back at 2025, its price once dropped more than 70%, and now it has again hit a historic low. After falling below $0.20, almost all holders are in a floating loss, and market confidence has clearly been affected. Despite the weak price performance, on-chain data shows subtle changes. According to DeFiLlama data, the total market value of stablecoins on the Arbitrum network increased slightly by about 2% this week, with nearly $65 million in new funds. Among them, USDC's share rose to 56.8%, becoming the main supporting force. However, the network's TVL remains at multi-month lows, indicating that overall liquidity has not yet recovered, and on-chain buffer capacity remains relatively weak.

This week, US spot Bitcoin ETFs experienced a net outflow of $360 million, with several ETFs such as IBIT and FBTC seeing significant outflows, while Grayscale BTC had a net inflow of $110.1 million.

On February 14, news reports indicate that two spot cryptocurrency ETFs under BlackRock experienced net fund outflows on February 13, totaling $18.64 million. Among them, the Bitcoin ETF IBIT saw an outflow of $9.36 million, and the Ethereum ETF ETHA saw an outflow of $9.28 million, making BlackRock the only major US issuer to experience net outflows on that day. However, in contrast to BlackRock's performance, the overall US spot ETFs continued to see positive inflows. On that day, Bitcoin ETFs attracted a total of $15.2 million in new funds, and Ethereum ETFs recorded a net inflow of $10.2 million, indicating that mainstream capital has not exited the crypto asset market but is reallocating funds among different products.

February 14 News, Bitcoin spot ETF finally turned positive briefly after several days of net outflows. According to data disclosed by Coin Bureau, the ETF saw a total net inflow of approximately $15.2 million on that day, ending the previous selling cycle. However, compared to the recent sustained outflows, this figure remains limited, and market sentiment has only experienced a slight recovery. From a mid-term perspective, the capital side still remains in a weak zone. Over the past week, Bitcoin ETF net outflows totaled nearly $360 million, marking the fourth consecutive week of negative flows. Such persistent outflows are uncommon in the past year. Institutional investors clearly remain cautious, mostly observing rather than actively increasing their positions.

February 14 News, Ethereum has regained the key $2000 level after experiencing continuous selling pressure, and market expectations for ETH price stabilization have significantly increased. Data shows that on that day, Ethereum spot ETF recorded a total net inflow of $10.26 million, ending two consecutive days of large redemptions. Although weekly funds are still in a net outflow state, the single-day positive turn provides a short-term sentiment relief signal. From the perspective of fund structure, Grayscale's mini ETH trust led with an inflow of $14.51 million, followed by VanEck's ETHV and Fidelity's FETH. In terms of price, ETH rose about 5.8% within 24 hours, with an intraday range between $1926 and $2067, once again testing and holding the psychological support at $2000. However, medium-term data still shows pressure: the total decline over the past 30 days is nearly 40%, with a year-to-date retracement of over 24%.

The Smarter Web Company added more Bitcoin to its balance sheet this week. CEO Andrew Webley shared the update in a public post on February 14. He confirmed the firm bought 15 BTC. This marks its second purchase of the year. This brings the company’s total Bitcoin acquired in 2026 to 25 BTC At the

PANews February 14 News, according to Lookonchain monitoring, WLFI Treasury Company Alt5 Sigma transferred another 75.8 million WLFI (approximately $8.02 million) to World Liberty Financial 11 hours ago.

As of February 13, the total net inflow of Bitcoin spot ETFs reached $15,202,900. Fidelity ETF FBTC had the highest single-day net inflow at $11,985,100, while BlackRock ETF IBIT experienced a single-day net outflow of $9,361,900. The total net asset value is $87.038 billion.

Recently, there have been changes in the Ethereum spot ETF, with a net inflow of $10.21 million, a significant improvement from the previous day's net outflow of $113 million. Grayscale Mini recorded a net inflow of $14.51 million, while VanEck and Fidelity recorded net inflows of $3 million and $2.04 million respectively, whereas BlackRock's $ETHA experienced a net outflow of $9.34 million.

Gate News bot message, a newly created wallet deposited 2 million USDC into Hyperliquid 11 hours ago to establish a long position on NVDA with 2x leverage. The position holds 21,687 xyz:NVDA valued at $3.97 million.

ChainCatcher reports that, according to Arkham data, at 12:25, 1482.06 BTC (worth approximately $68.86 million) was transferred from ARK Invest to an anonymous address (starting with bc1qzc...). Subsequently, this address transferred some BTC to another anonymous address (starting with bc1q8w...).

ChainCatcher reports that, according to Arkham data, at 09:42, 476.03 BTC (worth approximately $27.7 million) was transferred from an anonymous address (starting with bc1q7mtf6...) to another anonymous address (starting with bc1qpjkwy...). Subsequently, this address transferred 74.36 BTC to BitGo.

As of February 13, the XRP spot ETF experienced a single-day net inflow of $4,501,800, with the Bitwise XRP ETF having the largest net inflow of $2,522,100. The total net asset value of XRP spot ETFs is $1.012 billion, with a historical total net inflow of $1.229 billion.

PayPal's stablecoin, PYUSD, has seen a $150 million market cap increase after partnering with USDAI for AI infrastructure financing. This collaboration enables seamless loans in PYUSD, boosting its adoption in the DeFi ecosystem.

_Bhutan sold $30M in Bitcoin in February as spot BTC ETFs recorded $410.37M in net outflows, with BTC near $66,000._ Bhutan Sells More Bitcoin as $410M Exits BTC ETFs, adding pressure to the market as Bitcoin trades near $66,000. Recent blockchain data shows fresh transfers linked to the

Sentora’s terse tweet cut through the market noise today. “Both Bitcoin and Ether saw significant outflows from exchange wallets this week, hinting at ongoing accumulation amid price weakness,” Sentora tweeted. The observation reflects a familiar pattern: coins leaving centralized platforms often si