Capital Flow

Michael Saylor hinted at another Bitcoin purchase by Strategy after its 100th acquisition amidst a downturn in Bitcoin's price. The company raised its STRC stock dividend as it continues its long-term Bitcoin accumulation strategy.

MicroStrategy, in response to the decline in Bitcoin prices and its own stock price falling, increased the dividend on its perpetual preferred stock STRC to 11.5% to stabilize the stock price and address market volatility. The company is shifting its financing strategy from common stock to preferred stock and expects preferred stock to become the main financing method in the future.

Solana (SOL) price fluctuates between $84 and $85, with strong institutional investor confidence, attracting over $900 million in ETF inflows. Retail investors are more cautious, with open interest in futures contracts down over 6%. Technical analysis shows the price below key moving averages, indicating potential volatility. On-chain user growth is significant; if it breaks above $88, it will challenge the $99 resistance level. Market resilience is strengthening, but attention should be paid to the support level at $77.

Recently, over $9 billion has flowed out of U.S. spot Bitcoin and Ethereum ETFs, setting a record. The withdrawal of institutional investors indicates increasing market caution, while the prices of Bitcoin and Ethereum have experienced significant pullbacks. This trend shows that ETF capital flows are an important indicator of institutional sentiment. To achieve a price rebound, stable capital inflows are still needed.

Cardano (ADA) is currently maintaining a consolidation range, with the price approaching $0.27, and market sentiment leaning bullish. Recent open interest and trading volume have declined, but there has been no panic selling. Technical analysis shows a key support level at $0.2676. If the resistance zone is broken, the target could rise to $0.30. In terms of ecosystem development, cross-chain trading and the launch of the stablecoin USDCx have brought in capital inflows. Several upgrades are scheduled for March, attracting market attention.

Chainlink (LINK) is currently priced at approximately $8.62, down 1.27% in the past 24 hours, but up 3.86% over the past 7 days. Market trading activity has rebounded, with LINK trading volume reaching $746 million. Technically, LINK is oscillating within the support level at $8.00 and the resistance zone between $9.20 and $9.30, with relatively balanced sentiment. If it breaks through $9.30, it could rise to $9.80-$10.20; if it falls below $8.00, it may retreat to $7.50-$7.70. Meanwhile, the Canton network integrates Chainlink applications to promote more institutional-grade projects.

Bitcoin Enterprise Strategy announces an increase in the dividend yield of its preferred stock STRC from 11.25% to 11.50%, positioning it as a short-term high-yield asset. The company plans to reduce common stock financing and increase preferred stock to expand Bitcoin reserves. Despite facing profit pressure, Strategy continues to buy Bitcoin, currently holding 717,722 coins.

As geopolitical risks increase, global capital's demand for gold as a safe haven rises, driving up gold prices. The demand for tokenized gold such as PAX Gold and Tether Gold is rapidly increasing, with some funds allocating gold assets through blockchain channels. Market observations show increased trading of gold tokens by Ethereum whales and institutions, reflecting investors' tendency to reduce risk exposure. The tokenized gold market remains active, with a total asset market value exceeding $6 billion, and future capital flows require further analysis.

Bitmine Immersion Technologies increased its holdings by 51,162 ETH, bringing the total to 4.42 million ETH, accounting for 3.66% of the total supply. The market value is approximately $8.7 billion, making it the publicly listed company with the largest ETH holdings worldwide. Chairman Tom Lee stated that the reason for holding ETH is optimistic about its future potential, and 68.7% of the ETH has been staked, which is expected to generate substantial passive income.

As geopolitical tensions between the United States, Israel, and Iran escalate, market concern over short-term selling pressure on XRP increases, with approximately 472 million XRP recently flowing into trading platforms. Analysis indicates that although this inflow is the largest since February, it does not necessarily lead to immediate selling, possibly related to liquidity management and defensive positioning. Market sentiment may fluctuate more intensely due to geopolitical risks.

From 07:00 to 07:15 (UTC) on March 2, 2026, the BTC price recorded a -0.76% return during high liquidity periods, with the price range between 65,628.1 and 66,211.1 USDT, and an amplitude of 0.88%. Market volatility significantly increased, short-term trading activity rose, and risk appetite noticeably cooled. The main drivers of this anomaly are a sudden drop in liquidity and the failure of automated market maker strategies. Spot market trading volume remained sluggish, with weak buy-side momentum, leading to large orders directly impacting the price. Combined with the exchange's net fund outflow reaching -.

BlockBeats News, March 2nd, London-listed technology company The Smarter Web Company increased its Bitcoin holdings by 3 coins, bringing the total to 2692 coins. The Bitcoin reserve yield for this quarter up to now is -1.00%.

Over 531 billion SHIB moved to exchanges, signaling increased selling pressure. SHIB trades below key moving averages, showing continued bearish momentum. Weekend low liquidity could amplify price swings and short-term downside risk. Shiba Inu entered the weekend under notable pressure a

Recently, the US-Iran conflict has driven XRP market volatility, with approximately 472 million XRP flowing into exchanges, reflecting that holders may be adjusting their strategies to increase liquidity, but this does not necessarily indicate an intention to sell. The market is influenced by geopolitical factors, and investors are generally shifting towards traditional safe-haven assets, leading to an overall decline in the cryptocurrency market. The next few days will be crucial for observing the trend of the XRP market.

On March 2, 2026, from 06:15 to 06:30 (UTC), ETH prices experienced a -0.96% decline, with the price range between 1941.94 and 1969.98 USDT, and a volatility of 1.42%. This fluctuation occurred amid heightened market attention and increased volatility, with active short-term trading and a general decline in user risk appetite. The main driver of this fluctuation was the continuous net outflow of funds from the Ethereum mainnet, which accelerated the marginal contraction of on-chain liquidity. From the beginning of 2026 until the report time, the mainnet experienced a total net outflow of approximately $689 million, with some funds migrating to

With the weekend market closed, tokenized gold such as PAXG and XAUT has become the main price setters in the gold market, with a market capitalization surpassing $4.4 billion and an annual growth rate of 177%. Its 24/7 non-stop functionality supports hedging and arbitrage, but liquidity and regulatory challenges still need to be overcome. In the future, it will coexist with traditional finance.

Over the past four months, US spot Bitcoin ETFs have recorded a net outflow of $6.39 billion, marking the longest losing streak in history; Ethereum ETFs have also seen outflows of $2.76 billion during the same period, totaling over $9 billion, indicating a significant decline in institutional demand for crypto assets. This phenomenon is related to geopolitical and inflation concerns, and market rebounds will depend on sustained capital inflows.

U.S.-listed spot Bitcoin and Ethereum ETFs have experienced record outflows over the past four months, with institutional interest in digital assets significantly declining. The Bitcoin ETF has seen a net outflow of $6.39 billion, and the Ethereum ETF has seen outflows of $2.76 billion, leading to sharp declines in the prices of both tokens.