Core Insights - Bitcoin's price fell below $61,000, reversing gains since the 2024 election, attributed to limited liquidity and financial turmoil [1] - The average market depth of Bitcoin decreased from over $8 million in 2025 to approximately $5 million currently, indicating concerning liquidity patterns [2] - The article lists the 11 best Bitcoin and blockchain stocks to invest in, based on hedge fund interest and analysts' upside potential [4] Company Insights - **Bitdeer Technologies Group (NASDAQ:BTDR)**: - Number of hedge fund holders: 26 - Analysts' upside potential: 100.68% - Price target decreased from $40 to $30 by Roth Capital, maintaining a Buy rating [7] - B. Riley also maintained a Buy rating, lowering the price target from $29 to $22 due to decreased bitcoin prices [8] - Mined 668 bitcoins in January and aims to deploy more Sealminers in 2026, with a self-mining hashrate of 63 EH/s, up 14% from December 2025 [9][10] - **CleanSpark, Inc. (NASDAQ:CLSK)**: - Number of hedge fund holders: 34 - Analysts' upside potential: 87.24% - Macquarie maintained an Outperform rating, reducing the price objective from $27 to $18 [11] - Revenues for Q1 fiscal 2026 were $181.2 million, an 11.6% increase from $162.3 million year-over-year, but reported a net loss of $378.7 million [13][14]

RT Naga Avan-Nomayo (@JeSuisNaga)Global crypto ETP outflows have stretched into a fourth straight week 📉$3.7B has exited digital asset products over the past month, per CoinShares, with Bitcoin products leading the withdrawals.The risk-off tone persists as investors reassess positioning amid macro uncertainty.Full breakdown via @TheBlock__ 👇 ...

Core Insights - U.S. investors are exiting crypto funds while international investors are capitalizing on the dip, indicating a significant regional divide in sentiment [1][2] Group 1: Investment Trends - Digital asset investment products experienced outflows of $173 million over the past week, totaling $3.74 billion in outflows over the last four weeks [1] - The U.S. accounted for $403 million in outflows, contrasting with Europe and Canada, which saw inflows of $230 million, suggesting a cautious stance among U.S. institutional investors [2] - Bitcoin products led the outflows among American investors, with $133.3 million in outflows last week, while Ethereum funds saw $85.1 million in outflows [3] Group 2: Market Performance - Bitcoin's price decreased by 2% over the past 24 hours, trading at $69,000, with major altcoins showing slight declines or stability [4] - Despite the overall market downturn, XRP and Solana funds attracted inflows of $33.4 million and $31 million, respectively, indicating resilience in these altcoins [4] - Some altcoins experienced double-digit gains over the past week, reflecting renewed retail risk appetite following softer U.S. inflation data [5][6] Group 3: Market Sentiment - The ongoing rally in select altcoins is seen as a capital rotation away from Bitcoin, with traders shifting focus to altcoins during periods of Bitcoin's low volatility [6] - Short-term momentum in altcoins may persist, but long-term sustainability will require new fundamental drivers or macroeconomic stabilization [7]

Core Insights - The latest CoinShares report indicates a significant outflow of $173 million from global crypto asset investment products last week, with a cumulative outflow of $3.74 billion over the past four weeks [1] Group 1: Investment Product Outflows - Bitcoin investment products experienced an outflow of $133 million, while short Bitcoin products saw a cumulative outflow of $15.4 million over the past two weeks [1] - Ethereum-related funds faced an outflow of $85.1 million, and smaller products like Hyperliquid had an outflow of $1 million [1] Group 2: Market Sentiment - James Butterfill, the research director at CoinShares, noted that the latest data suggests selling pressure has eased but has not yet reversed [1]

Core Viewpoint - The potential threat of quantum computers undermining the security of Bitcoin has emerged as a significant concern, contributing to a decline in Bitcoin's price to about half of its peak in October 2025 [2][4]. Group 1: Bitcoin Price Decline - Bitcoin's price has dropped significantly, currently at approximately half of its peak value reached in October 2025, attributed to investor risk aversion and delays in the easing of restrictions in the U.S. [2] - The introduction of quantum computing as a new risk factor has intensified market concerns, despite some companies and exchanges denying the associated risks [2][5]. Group 2: Research and Analysis - A report published by researchers from the Federal Reserve and the Chicago Federal Reserve in September 2025 highlighted that while altering blockchain data is currently difficult, future quantum computing capabilities could enable data breaches if transaction data is stored beforehand [4]. - The report emphasized the need to address privacy risks associated with data security in the context of quantum computing advancements [4]. Group 3: Market Reactions - S3 Partners reported a 40% increase in short positions on Strategy stocks since September 2025, indicating growing investor bets against Bitcoin's price, with concerns about quantum computing's impact on Bitcoin's vulnerability being a contributing factor [5]. - Despite the concerns, some industry leaders, such as Michael Saylor of Strategy, argue that quantum computing is still in its early development stages and may not pose a threat for at least another decade [5]. Group 4: Recent Market Movements - Following Saylor's rebuttal, Strategy's stock price rose nearly 30% on February 6 but subsequently fell again, reflecting ongoing investor anxiety, with Bitcoin's price fluctuating around $66,000 after a brief recovery to $70,000 [6].

Core Insights - Goldman Sachs has revealed a significant investment in digital currencies, totaling $2.36 billion, with a notable portion allocated to altcoins, including assets linked to the CoinShares Altcoins ETF (DIME) [1] - Despite a decline in the overall cryptocurrency market, Goldman Sachs increased its positions in spot XRP and Solana ETFs, holding $152.2 million and $108.9 million respectively at the end of the year [1] - The filing indicates that major investors are recognizing value in higher-tier altcoins, which aligns with the focus of the DIME ETF [1] Cryptocurrency Market Overview - The cryptocurrency market is currently facing challenges, with Bitcoin experiencing a decline from approximately $114,000 at the end of September 2025 to around $88,400 by year-end [1] - Ethereum also saw a drop, falling from $4,140 at the end of September to $2,970 by the end of the year [1] Investment Trends - Goldman's strategy of increasing altcoin ETF holdings during a market downturn suggests potential confidence in the long-term value of these assets [1] - The actions of Goldman Sachs may encourage other investors to consider similar moves in the altcoin space, highlighting a potential shift in investment strategies within the cryptocurrency market [1]

Core Insights - CoinShares International Limited has made its CoinShares XBT Provider exchange-traded products (ETPs) available to retail investors through Nordea, marking a significant milestone in the expansion of regulated digital asset investment access in Europe [1][2] Group 1: Company Developments - The partnership with Nordea allows CoinShares to provide regulated exposure to digital assets to approximately 9 million personal customers across Sweden, Finland, Norway, and Denmark [2][3] - CoinShares has approximately $6 billion in assets under management and holds a 34% market share in European digital asset ETPs, solidifying its position as the leading provider of institutional-grade digital asset investment products in the region [4] Group 2: Industry Trends - The integration of crypto ETPs into retail offerings by major European banking institutions is driven by regulatory clarity under the Markets in Crypto-Assets (MiCA) framework and sustained institutional demand [3] - The announcement reflects a broader trend of increasing acceptance and maturation of the digital asset market within traditional financial institutions [3][5]

RT Sei (@SeiNetwork)NEW: @CoinSharesCo, the 4th largest ETP manager globally, highlighted Sei alongside Eth, Solana and Sui, in an article on platforms pushing boundaries of programmable money.CoinShares already offers two regulated products with SEI exposure: the staked SEI ETP and the DIME ETF. https://t.co/JCm4ICZwna ...

NEW: @CoinSharesCo, the 4th largest ETP manager globally, highlighted Sei alongside Eth, Solana and Sui, in an article on platforms pushing boundaries of programmable money.CoinShares already offers two regulated products with SEI exposure: the staked SEI ETP and the DIME ETF. https://t.co/JCm4ICZwna ...

Core Insights - Bitcoin price has seen a bounce due to significant inflows into ETFs, with a confirmed $145 million in institutional investments, indicating a potential stabilization in the market [1][4] - Despite nearly $1.9 billion in outflows year-to-date, institutional investors are strategically buying during market dips, suggesting confidence in the long-term outlook [2][3] - Major players like BlackRock's IBIT have been instrumental in attracting capital, contrasting with previous outflows of $318 million [4] ETF Flows and Market Sentiment - The recent inflows into Bitcoin ETFs are seen as a signal of "smart money" entering the market while retail sentiment remains fearful [3] - The slowing pace of outflows is viewed as a potential inflection point, with early Bitcoin holders strategically trimming positions rather than exiting entirely [5] - Analysts suggest that the current downturn is the "weakest bear case" in Bitcoin's history, lacking major company failures or systemic risks [6] Implications for Bitcoin Price - The inflows could provide a price floor for Bitcoin, making it difficult for bearish trends to persist [7] - Institutional appetite indicates that while volatility may continue, the long-term investment thesis for Bitcoin remains intact [7]