CME Group, owner of the world's largest derivatives exchange operator by trading volume, said it's actively considering launching its own coin and moving all of its crypto products to 24/7 trading during its Q4 earnings call on Wednesday. CME Group Chairman and CEO Terrence Duffy was responding to a question from Morgan Stanley analyst Michael Cyprys about the factors at play in allowing traders to use stablecoins, tokenized deposit tokens, or tokenized funds as collateral. He said the company has a tok ...

CME Group (NasdaqGS:CME) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Company ParticipantsAdam Minick - Head of Investor RelationsAshish Sabadra - Managing DirectorBenjamin Budish - DirectorBrian Bedell - DirectorCraig Siegenthaler - Managing DirectorDan Fannon - Managing DirectorDerek Sammann - Global Head of Commodities, Options, and International MarketsJulie Winkler - Chief Commercial OfficerLynne Fitzpatrick - CFOMichael Cyprys - Managing DirectorSunil Cutinho - President of CME ClearingTerry Du ...

CME Group (NasdaqGS:CME) Q4 2025 Earnings call February 04, 2026 08:30 AM ET Company ParticipantsAdam Minick - Head of Investor RelationsAshish Sabadra - Managing DirectorBenjamin Budish - DirectorBrian Bedell - DirectorCraig Siegenthaler - Managing DirectorDan Fannon - Managing DirectorDerek Sammann - Global Head of Commodities, Options, and International MarketsJulie Winkler - Chief Commercial OfficerLynne Fitzpatrick - CFOMichael Cyprys - Managing DirectorSunil Cutinho - President of CME ClearingTerry Du ...

Key Takeaways Crypto investment products recorded $1.73 billion in outflows, the largest weekly total since mid-November 2025. Bitcoin and Ethereum bore the brunt of the selling, while Solana stood out with modest inflows. Outflows were heavily concentrated in the United States, while Europe and Canada saw small but notable inflows. Crypto investment products suffered their largest weekly outflows since mid-November 2025, with investors pulling a combined $1.73 billion from the market. According ...

CoinShares 研究主管詹姆斯·巴特菲尔表示："数字资产投资产品录得自 2025 年 11 月中旬以来最大的流 出，总计达 17.3 亿美元，反映出市场下跌期间类似的看跌情绪。降息预期的减弱、负面的价格势头， 以及对数字资产尚未参与'货币贬值贸易'的失望，可能共同推升了这些资金的流出。" Solana 逆势而行，录得 1710 万美元的流入；此外，币安(Binance，460 万美元)和 Chainlink(380 万美元) 也录得较小规模的资金流入。 报告显示，流出资金主要集中在美国，其撤资规模接近 18 亿美元。其他地区的情绪则表现不一，瑞典 和荷兰分别录得 1110 万美元和 440 万美元的小幅流出。 智通财经APP注意到，截至1月26日当周，加密货币投资产品录得 17.3 亿美元的资金流出，创下 2025 年 11 月中旬以来的最大单周流出额。比特币和以太坊领跌撤资潮。 相比之下，瑞士、德国和加拿大分别录得 3250 万美元、1910 万美元和 3350 万美元的流入，因为部分 投资者利用近期的价格疲软加仓做多。 比特币以 10.9 亿美元的单周流出量居首，这是自 2025 年 11 月中旬以 ...

相比之下，瑞士、德国和加拿大分别录得 3250 万美元、1910 万美元和 3350 万美元的流入，因为部分投资者利用近期的价格疲软加仓做多。 以太坊录得 6.3 亿美元流出，而 XRP见证了 1820 万美元的撤资，凸显出负面情绪在主要代币中具有广泛性。 比特币以 10.9 亿美元的单周流出量居首，这是自 2025 年 11 月中旬以来的最大规模。截至发稿，比特币日内涨1.55%，报88600美元。 根据 CoinShares 的报告，做空比特币的投资产品仅有 50 万美元的小幅流入，这表明自 2025 年 10 月 10 日价格崩盘以来，市场情绪仍未改善。 CoinShares 研究主管詹姆斯·巴特菲尔表示："数字资产投资产品录得自 2025 年 11 月中旬以来最大的流出，总计达 17.3 亿美元，反映出市场下跌期间类似的 看跌情绪。降息预期的减弱、负面的价格势头，以及对数字资产尚未参与'货币贬值贸易'的失望，可能共同推升了这些资金的流出。" 报告显示，流出资金主要集中在美国，其撤资规模接近 18 亿美元。其他地区的情绪则表现不一，瑞典和荷兰分别录得 1110 万美元和 440 万美元的小幅流 出。 智 ...

Core Insights - The crypto market experienced a significant shift as $1.73 billion was withdrawn from digital asset investment products in one week, marking the largest outflow since mid-November 2025 [1][6] - This sudden reversal in sentiment follows a brief period of inflows, indicating heightened market uncertainty [1][5] Group 1: Major Outflows - Bitcoin investment products led the outflows with $1.09 billion, the largest weekly outflow since mid-November [2][6] - Ethereum followed with $630 million in outflows, reflecting a broader decline in risk appetite across major digital assets [2][6] Group 2: Altcoin Performance - XRP products saw a loss of $18.2 million, while short-Bitcoin products had minimal inflows of $0.5 million, suggesting limited aggressive positioning for further downside [3] - Solana attracted $17.1 million in new capital, indicating selective interest despite the overall market pullback [3] Group 3: Regional Variations - The United States accounted for nearly $1.8 billion of the outflows, indicating a significant retreat by American investors [4][6] - In contrast, Switzerland, Germany, and Canada saw inflows of $32.5 million, $19.1 million, and $33.5 million respectively, suggesting a more optimistic outlook in these regions [4][6] Group 4: Factors Behind the Reversal - Investor sentiment turned bearish due to diminishing hopes for potential interest rate cuts from central banks, particularly the Federal Reserve [7]

Core Insights - The broader cryptocurrency market is experiencing renewed selling pressure, with total market capitalization dropping below $3 trillion [1][2] - The rise of the Japanese yen has raised concerns about a potential unwind of the yen carry trade, negatively impacting risk-on assets like cryptocurrencies while boosting safe-haven assets such as gold and silver [1] - On-chain data indicates that the crypto market may be undervalued, presenting potential investment opportunities [2][3] Market Dynamics - In the last 24 hours, the crypto market has lost the $3 trillion support level, with liquidations exceeding $670 million, predominantly from long positions [2] - The 30-day Market Value to Realized Value (MVRV) metric shows a negative trend, suggesting that the average trader is currently at a loss, which could create entry opportunities [3][4] - Major altcoins like Ethereum, XRP, Chainlink, and Cardano are also in negative MVRV territory, ranging from -5% to -10% [4] Bitcoin Analysis - Bitcoin's daily stochastic indicators are at low levels of 15-16%, indicating that the asset is in extremely oversold territory [4] - Despite these indicators, Bitcoin has been on a downward trend since reaching peaks above $125,000 in mid-2025 [5] Gold and Bitcoin Relationship - Analysts suggest a potential shift from gold to Bitcoin is likely, as evidenced by a significant drop in the BTC-to-gold ratio, indicating an imbalance between the two assets [6] - Gold prices have recently surpassed $5,000 amid ongoing macroeconomic uncertainty, prompting expectations for capital to rotate from gold into Bitcoin to restore equilibrium in the BTC-to-gold ratio [6][7]

Investors may be overlooking one of the most important pieces of crypto infrastructure, according to crypto asset manager Bitwise. Chainlink (LINK), the 11th-largest crypto asset with a market capitalization near $10 billion, is among Bitwise’s highest-conviction investments. Yet it rarely features in mainstream crypto conversations, a disconnect the firm attributes not to weak fundamentals, but to the asset’s complexity. "I believe it is one of the least understood, most important, and possibly most un ...

Major cryptocurrency holders are increasing their positions in Ethereum, Chainlink, and Bitcoin, according to on-chain data, in a sign of strategic accumulation that contrasts with recent retail-driven selling pressure. Ethereum’s staking ratio reached a new milestone of 30% on Monday, locking over $120 billion worth of ETH on the network, according to Token Terminal. The all-time high indicates growing institutional confidence in the network’s value proposition. On Tuesday, crypto mining firm Bitmine I ...