Crypto Data and Research Reports

Gate News bot message, Whale 0x28eF staked 60,073 ETH valued at $117.08 million. Three days ago, this whale purchased 60,784 ETH worth $126 million. According to earlier reports from Lookonchain on February 8, 2026, the whale withdrew 60,784 ETH ($126 million) from centralized exchanges over a 30-h

Pantera Capital Managing Partner Paul Veradittakit stated at Consensus 2026 that the firm manages assets worth $6 billion, with 2025 marking a record high in capital deployment. Although crypto trading volume declined, venture capital funding increased by 14%, and institutional Bitcoin holdings rose to 15%. Veradittakit predicts that 2026 will be the "Year of Utility" for cryptocurrencies, with investments focusing on AI and crypto integration, tokenized assets, and other areas. He recommends developers prioritize product fit and sustainable development.

Shiba Inu remains under intense bearish pressure, but fresh on-chain data shows exchange reserves have shrunk massively from 82 trillion last month. The rapid decline in Shiba Inu’s exchange reserve has sparked debate over how the shift could influence SHIB’s price action. Key Points Shiba Inu

In 2026, Chinese meme coins have continued from the end of 2025, with BNB Chain DEX trading volume peaking at over $6 billion. Binance leads the way, with Hachimi, DORA, Wo Tma Lai Le, and Snowball closely behind. Unlike Western meme coins, Chinese meme coins emphasize language-specific humor. Four.meme's daily Twitter posts exceed 20,000 coins, dominated by BNB Chain, with Solana and Base playing secondary roles.

BitMine Chairman Tom Lee stated at the Consensus 2026 Conference that if Ethereum reaches $1890 again, it will form a perfect bottom. He pointed out that since 2018, Ethereum has experienced 8 declines of over 52%, and all 8 previous declines resulted in V-shaped bottom reversals. Last year, Ethereum dropped 64% from January to March and recovered at the same speed.

The tokenized commodity market has increased by 53% in six weeks, reaching $6.1 billion, as gold transfer onto the blockchain makes it the fastest-growing vertical in the real-world asset tokenization market. By early 2026, the tokenized commodity market is valued at just over $4 billion, with gold products dominating the market. Tether Gold and PAX Gold listed by Paxos account for over 95% of the share, with growth outpacing tokenized stocks and funds.

Ethereum has fallen over 30% since the beginning of the year, with the price dropping below $2,000 and trading prices below the average entry price of accumulated addresses and ETF holders. BitMine's unrealized losses have surged from $6 billion to $7 billion, but on Tuesday, they still bought 40,000 ETH and staked 140,400 tokens, with total staked amount reaching 2.97 million. Despite the losses, the net holdings of exchanges have turned negative, indicating withdrawals exceeding deposits, and Ethereum whales continue to increase their holdings.

BlackRock Bitcoin ETF (IBIT) options trading volume surges, becoming the ninth-largest options trading platform in the U.S. As of February 10, there are 7.33 million IBIT contracts active or open interest, ranking ninth among options linked to U.S. listed stocks, ETFs, and indices. The open interest of options linked to the SPDR Gold ETF is 6.44 million contracts, lower than IBIT.

The on-chain options market has recently reached new trading volume highs, with $44 million in the first week of February, mainly concentrated in Ithaca and Derive protocols. The possible reasons for the surge in trading volume include the decline in USDT lending yields on Aave and anticipation for the new Hyperliquid markets. Renowned DeFi trader Route 2 Fi pointed out that low yields are prompting users to seek higher-return investment channels.

LayerZero launches Zero blockchain, with ZRO rising against the trend by 22% to $2.42, reaching a four-month high. Zero achieves 2 million transactions per second at a cost of $0.000001. Citadel and ARK make strategic purchases, with trading volume surging by 410%. Tether, DTCC, ICE, and Google Cloud explore collaborative applications.

ChainCatcher reports that, according to Arkham data, at 13:18, 649.45 BTC (worth approximately $43.97 million) was transferred from an anonymous address (starting with 1GFsAPFa...) to multiple addresses, including Satoshi Nakamoto's address (starting with 1A1zP1eP...).

At the "Build and Scale in 2026" forum held in Hong Kong, Sei Labs co-founder Jayendra Jog pointed out that stablecoins are becoming an important application of blockchain and predicted that their revenue models will surpass transaction fees. However, he expressed caution about "dedicated stablecoin chains," believing their differentiation advantages are limited. Jog also shared updates on Sei Network's progress, emphasizing its low costs and upcoming high-throughput features.

In the cryptocurrency market, the "Bitcoin Profit and Loss Supply" indicator is considered an important tool for determining the bottom of a bear market. When the supply of profitable and loss-making Bitcoin approaches or converges, it often signals that the market bottom has been formed. According to Glassnode data, currently about 11 million Bitcoins are in profit, and approximately 8.9 million are in loss. The gap between the two is narrowing, suggesting the market may be repeating historical bottoming scenarios. This indicator has historically accurately identified bear market bottoms and has become an important reference for investors.

February 11 News, the tokenized commodities market has increased by 53% in less than six weeks, with a market capitalization surpassing $6.1 billion, making it the fastest-growing vertical in the tokenization of real-world assets. This surge is mainly driven by more gold being onboarded. According to data from the crypto analytics platform Token Terminal, the market capitalization of the tokenized commodities market was slightly above $4 billion at the beginning of this year, meaning it increased by about $2 billion in just over a month. The market is primarily composed of gold products, including Tether's gold-backed token Tether Gold (XAUt), which grew by 51.6% in the past month, reaching a market cap of $3.6 billion; Paxos's PAX Gold (PAXG) also increased by 33.2% during the same period, with a market cap of $2.3 billion.

Venture capital firm Y Combinator interviews the popular open-source personal AI agent OpenClaw developer Peter Steinberger, who predicts that about 80% of apps will disappear, and applications that simply manage data can be automated and replaced by AI agents. OpenClaw's biggest advantage is breaking down data silos and storing data locally to ensure privacy.

On February 11, during a panel discussion at the Consensus Hong Kong 2026 conference, several industry leaders explored the development trends of tokenized real-world assets (RWA). Participants included Evan Auyang, President of Animoca Brands Group; Christian Rau, Senior Vice President of Digital Assets and Blockchain at Mastercard; Nicola White, Vice President of Crypto at Robinhood; and Marcin Kazmierczak, Co-founder of Redstone Group, who moderated the discussion. During the discussion, the guests echoed the view of Rob Goldstein, Chief Operating Officer of BlackRock: digital ledgers are the most exciting innovation in finance since the advent of double-entry bookkeeping 700 years ago. Currently, RWAs are primarily targeted at institutional investors, with demand mainly focused on tokenized money market funds, U.S. Treasuries, stablecoin integration, and collateral optimization products, such as BlackRock’s BUIDL and Robinhood’s solutions, demonstrating the increasing practical value of this field.

February 11 News, Lily Liu, Chairwoman of the Solana Foundation, shared her forward-looking ideas on the "Internet Capital Market" during a fireside chat with Conference Chair Michael Lau at the 2026 Hong Kong Consensus Conference. Lily stated that the core value of blockchain should focus on financial and market innovation rather than utopian technological ideals. She envisions achieving seamless integration from everyday payments to high-frequency trading through comprehensive tokenization of global assets, building a unified global capital formation market. Lily reviewed the development of crypto financing, from early ICOs to the current rapid financing models, emphasizing that blockchain infrastructure should serve non-crypto projects and enterprises worldwide, promoting the democratization of talent and capital. She pointed out that this technology can bring greater efficiency and fairness to global markets, especially in fostering innovation projects and attracting talent.

The Ethereum mainnet has launched the ERC-8004 standard to establish identity, reputation, and verification mechanisms for AI agents. Led by MetaMask AI leaders and others, feedback was collected from over 80 teams. A trust system is built through three on-chain registries, integrated with x402 payment. It has been deployed on 12 chains, with an ecosystem including Virtuals Protocol, ElizaOS, and more.

Over 1M SOL have been withdrawn from exchanges in 72 hours as long-term holders show confidence. Post-flush price consolidation shows that the market absorption is not renewed selling pressure. In February, TVL cooled gradually, as holders redistributed

Uniswap wins in lawsuit against Bprotocol Foundation and LocalCoin Ltd., with lawyers stating it did not infringe on related patents. Uniswap Labs reaffirms its protocol code is open source and opposes the allegations.