Odaily星球日报讯 据 Onchain Lens 监测,Vitalik Buterin (0xfeb...03b2) 持续卖出 ETH。在过去 1.5 天内,其以 331 万美元的价格卖出 1694 枚 ETH。自 2 月 2 日以来,Vitalik Buterin 已累计以 1797 万美元的价格卖出 8651 枚 ETH,平均单价为 2077 美元。目前仍有 10,676 枚 ETH(约 2086 万美元)待售。
Odaily星球日报讯 BitMEX 联创 Arthur Hayes 在 X 平台发文表示,其目前的投资组合包括:股票类资产涵盖金、银、铜、铀矿企,石油巨头,军工企业及拉美能源公司;加密货币类资产包括 BTC、ETH、ZEC、HYPE;此外还持有实物黄金。
Odaily News According to Lookonchain monitoring, a whale linked to Matrixport has continued to add ETH long positions during the market downturn. It currently holds 115,000 ETH, valued at $215 million. This whale (0x6C8...84F6, 0xa5B...1D41) is currently floating a loss exceeding $15.5 million.
Odaily News: Gold and silver prices rose, driven by safe-haven sentiment in early Asian trading. President Trump stated on Saturday that he would raise the rate of a global tariff to 15%, replacing several tariffs that were ruled illegal by the Supreme Court. ANZ Research analysts noted in a research report that Trump's latest move has reignited trade tensions, which could stimulate safe-haven buying and thus support gold and silver prices.
Odaily News According to related information, Michael Saylor, founder of Strategy, has once again released information related to the Bitcoin Tracker. Based on previous patterns, Strategy always discloses its Bitcoin accumulation information on the day following the release of related news.
Odaily News: Peter Brandt, a renowned trader and chart analyst who famously predicted Bitcoin's 2018 crash, responded today on platform X to a bullish tweet about Bitcoin from retired NBA star Scottie Pippen. He suggested buying at the "banana" support level (around $42,000). Based on this model, Peter Brandt predicts Bitcoin will surpass $250,000 by the end of 2029.
Odaily Note: The "banana" refers to the lower boundary of Peter Brandt's proprietary Bitcoin channel model, which forms a banana-like shape on a logarithmic chart and has accurately predicted past bear market bottoms.
Odaily News Bitget has announced the launch of USDT-margined OPN pre-market contracts, offering leverage from 1x to 20x. Users can trade via the official website or the Bitget app.
Odaily News: Wu Jihan posted on X in response to the "Bitdeer selling off BTC" matter, stating: "Having zero holdings now does not mean it will stay that way forever. Thanks for the attention."
Previous news indicated that Bitdeer had sold off all its Bitcoin, and the mining output for this week was also fully sold.
Odaily News HyperInsight monitoring shows that the floating loss on the Ethereum long position held by the address of "Machi Big Brother" Jeffrey Huang has narrowed to $79,000, after previously reaching nearly $300,000. The small amount of Bitcoin and the HYPE long position recently added to the address are also currently at a floating loss:
25x long on 7,7750 ETH, entry price $1,983.28, liquidation price $1,973.20;
40x long on 12 BTC, entry price $68,287.7, liquidation price $68,010.0;
10x long on 12,888.88 HYPE, entry price $29.87, liquidation price $29.466.
Odaily News: According to Santiment data, XRP has just recorded its largest realized loss since November 2022, with weekly realized losses reaching $1.93 billion, indicating concentrated panic selling among holders.
Odaily Note: Realized loss refers to the actual, locked-in loss confirmed when an investor sells an asset at a price lower than its purchase cost. The corresponding unrealized loss is merely a paper loss and is not counted in statistics until the asset is sold. In on-chain data, a significant increase in realized losses typically indicates that a large number of token holders are choosing to sell at a loss, reflecting concentrated stop-loss or "capitulation selling" in the market, often accompanied by a significant weakening of sentiment. (CoinDesk)
1. Bitdeer has liquidated all its Bitcoin holdings, also selling all mining output from this week;
2. Coin Bureau: ETH whales across different tiers have collectively entered an unrealized loss state for the first time;
3. Bithumb's market share in South Korea has dropped to 24.8%, with the gap widening against Upbit after the zero-fee promotion ended;
4. Jupiter's vote on "reducing JUP net emissions to zero" has passed, indefinitely postponing the Jupuary airdrop;
5. The probability of the "US strikes Iran before March 7" event on Polymarket has risen to 36%;
6. Trading volume for the "Winter Olympics Men's Ice Hockey Final" event on Polymarket exceeds $18 million, with Canada's probability of winning at 54%;
7. Nansen API now supports x402 payments;
8. Robinhood executive: Crypto investors view the current situation as a "buying opportunity" and are starting to look at crypto assets beyond BTC and ETH.
Odaily News Jupiter's vote on "reducing future token net releases to zero" officially concluded today at 19:00, with the community ultimately passing the proposal with 75% support.
Previously, Jupiter initiated a new proposal aiming to reduce JUP net releases to zero for the foreseeable future. The proposal primarily addresses the three current major sources of JUP releases — the Jupuary airdrop, team allocation unlocks, and Mercurial quota unlocks, as follows:
First, indefinitely postpone the Jupuary airdrop, returning all 700 million JUP tokens to the community multi-signature cold wallet for future use. The usage amount and staking snapshot at the current time point will be preserved. When market conditions, token status, and market sentiment become more suitable, this matter will be re-discussed with the DAO.
Second, indefinitely suspend token releases to team members. As an alternative, team members will receive JUP in the form of Jupiter balance sheet claims — if any member wishes to sell their allocated tokens, Jupiter's balance sheet will directly purchase them. This move will further strengthen JUP reserves while demonstrating the team's commitment to the future of the JUP token.
Third, fully hedge against selling pressure from Mercurial stakeholders by accelerating their unlock process and purchasing an equivalent amount of tokens through Jupiter's own balance sheet to absorb any impact from potential token sales.

