Capital Flow

Alameda Research bankruptcy liquidation address will exchange the 129 million STG tokens it holds for 11.142 million ZRO tokens, valued at $24.29 million, accounting for 12.9% of the total STG supply. LayerZero plans to launch the L1 public chain Zero and has acquired Stargate for $110 million.

BlackRock is in discussions with the U.S. Securities and Exchange Commission to transfer iShares ETF products onto the blockchain to achieve asset tokenization. If successful, digital ETF tokens will be offered, enhancing investment convenience and settlement efficiency. However, this plan faces regulatory challenges. If successful, it will bring high-quality collateral to the DeFi market and could help the market emerge from the bear phase.

Berachain's native token BERA surged over 150% on February 11, marking the largest single-day increase in months. The foundation announced the "Bera Build Enterprise" strategy, supporting 3 to 5 revenue-generating applications, shifting from token incentives to cash flow-driven models. The large-scale token unlock did not trigger a sell-off but instead triggered a short squeeze. The liquidation heatmap shows a concentration of large short positions above key resistance levels.

Bitcoin (BTC) has once again weakened and declined, currently around $67,570 as of February 12. The US non-farm payrolls added 130,000 jobs in January, exceeding expectations and suppressing rate cut expectations. BlackRock will purchase an undisclosed amount of Uniswap tokens UNI. MicroStrategy CEO stated that the company will issue more perpetual preferred shares to alleviate investors' concerns about the stock price.

ChainCatcher reports that, according to Arkham data, at 06:59, 129 million STG (worth approximately $24.29 million) were transferred from Alameda Research to Dead Address.

BlackRock iShares Asia-Pacific Head Nicholas Peach stated at the Hong Kong conference that if only 1% of traditional investment portfolios in Asia are allocated to cryptocurrencies, it could bring in nearly $2 trillion in new capital flows. He pointed out that market expectations for digital assets are changing, and some asset allocation models have already recommended adding cryptocurrencies. Meanwhile, regulatory agencies in markets like Hong Kong are promoting more crypto ETF products in hopes of encouraging capital inflows.

Michael Saylor affirmed that Strategy will not sell its bitcoin even during downturns, emphasizing a strategy of continual accumulation. He believes the firm has sufficient liquidity to cover obligations for over two years and expects bitcoin to outperform traditional markets.

ChainCatcher message: According to Arkham data, at 04:50, 3,359,900 ZRO (worth approximately $7,627,200) was transferred from BitGo to Wintermute.

ChainCatcher message: According to Arkham data, at 01:26, 74,500 SOL (worth approximately $5.9 million) was transferred from degen-retard.sol to an anonymous address (starting with JAiC8Rf5...).

Odaily Planet Daily reports that, according to Lookonchain monitoring, today the US Bitcoin ETF saw a net inflow of 4224 BTC, Ethereum ETF experienced a net inflow of 21416 ETH, and Solana ETF had a net profit of 88980 SOL.

ChainCatcher reports that, according to Arkham data, at 21:23, 170 BTC (worth approximately $11.36 million) was transferred from an anonymous address (starting with 168Bve...) to Cumberland DRW.

Exodus Movement latest data as of January 31, 2026, shows that Bitcoin and Ethereum holdings decreased by 10 BTC and 11 ETH respectively, while SOL holdings increased by 1,334 SOL.

ChainCatcher message: According to Arkham data, at 20:04, 49.99999412 BTC (worth approximately 3,347,100 USD) was transferred from multiple anonymous addresses to Cumberland DRW.

_Tom Lee’s Bitmine stakes 140,400 ETH, raising total stake to nearly 3M ETH worth about $6B, or 68.7% of its holdings._ Tom Lee-backed Bitmine Immersion Technologies has added another 140,400 ETH to its staking position within five hours. The latest move brings the company’s total stake in

Anthony Scaramucci, founder of SkyBridge Capital, stated at the "Consensus 2026" conference that despite Bitcoin's recent price drop to $63,000, he is still increasing his Bitcoin holdings. He believes that buying during a dip is a high-risk investment behavior and pointed out that Trump's international policies could impact the advancement of cryptocurrency legislation, leading to conflicts between political parties.

On February 11th, news broke that on its first day of launch, the Monad platform quietly demonstrated "platform-level" trading capabilities on the Solana network. According to statistics from Sunrise DeFi writer shaddwfax, the on-chain trading volume of MON on Solana, when compared to traditional crypto trading platforms, would rank in the top five globally on that day, second only to a few leading platforms. This performance quickly sparked a reevaluation in the market of Solana's high-throughput public chain and its DeFi liquidity capacity. Data shows that the initial trading volume of MON on Solana was approximately $97 million, not a slow accumulation but a rapid surge within a short period. Within 24 hours of launch, its trading volume exceeded that of early Hyperliquid MON trades by over 122%, making Solana the core battleground for this round of price discovery. Even more noteworthy, within just 48 hours, the network completed over $400 million in related transactions, with nearly 360,000 total trades, demonstrating large-scale participation of real users and real funds.

February 11 News, crypto market maker Wintermute pointed out in its latest market commentary that the AI investment boom has been ongoing for several months, drawing away available global funds and weakening the growth momentum of Bitcoin and the entire cryptocurrency market. The organization believes that if AI-related trading continues to dominate capital, digital assets may find it difficult to outperform other risk assets in the medium term. Wintermute stated that the current market is experiencing a clear sector rotation, with funds flowing heavily into AI stocks, which has compressed the liquidity available for inflows into the crypto space. Over the past year, driven by demand for chips, cloud computing, and automation, many leading AI companies saw stock price increases of over 200%, attracting significant institutional allocations. In contrast, Bitcoin and mainstream crypto assets, while still above the lows of the previous cycle, have lagged significantly behind the AI sector in terms of gains.

On February 11, news reports indicate that LayerZero (ZRO) has risen approximately 22.36% in the past 24 hours, with the price briefly reaching $2.45. It is currently hovering around $2.35. Driven by multiple major positive developments, ZRO's daily trading volume surged by 328%, reaching approximately $500 million, indicating a rapid influx of capital and attention. The core catalyst for this rally comes from LayerZero Labs' release of the new Layer-1 network Zero. The platform targets institutional financial markets and is scheduled to launch in Fall 2026. Zero will utilize zero-knowledge proofs and the Jolt virtual machine architecture. The official claim is that its theoretical throughput can reach 2 million transactions per second, addressing scalability and efficiency bottlenecks faced by traditional blockchains. The network will establish three permissionless "zones," governed by the underlying protocol, with ZRO serving as the native token and governance asset.