According to CoinShares’ weekly report, digital asset investment products experienced a net outflow of $1.7 billion last week. This brings the total net outflow since the beginning of the year to $1 billion. Assets under management have decreased by $73 billion since the peak seen in October 2025. The US market accounted for $1.65 billion of the outflows.
- Regional Distribution of Crypto Products: Bitcoin investment products saw outflows of $1.32 billion, while Ethereum products saw outflows of $308 million. XRP and Solana products recorded outflows of $43.7 million and $31.7 million, respectively. In contrast, Bitcoin short products saw inflows of $14.5 million. The AUM of short Bitcoin products has increased by 8.1% since the beginning of the year.
- Interest in Tokenized Products:Speculative investment products stood out positively last week. Increased sales of on-chain tokenized precious metals supported interest in this category. These products recorded a net inflow of $15.5 million in total. CoinShares noted that this area has become an alternative focus of interest against market volatility.
Corporate Bitcoin Purchases
Publicly traded companies globally purchased a net $123 million worth of Bitcoin last week. This figure represents a 57.6% decrease compared to the previous week. Mining companies were not included in this data. A noticeable slowdown in the pace of purchases was observed. As of the time of publication, the total Bitcoin position of publicly traded companies rose to 974,140 BTC. This amount showed a 1.16% increase on a weekly basis. The total market value was calculated at approximately $7.601 billion. This amount corresponds to 4.9% of Bitcoin’s circulating supply.
- Strategy Bitcoin Purchase: Strategy purchased 855 Bitcoins on February 3 for $75.3 million. The purchase price was disclosed as an average of $87,974. The company’s total Bitcoin holdings reached 713,502 BTC. The total cost stands at $54.26 billion.
Ethereum Treasury Losses
The recent drop in Ethereum prices negatively impacted large institutional treasury holders. BitMine’s unrealized loss was calculated at approximately $6.95 billion. SharpLink Gaming’s paper loss was $1.09 billion. Both companies’ mNAV ratio fell below 1.
- Bitmine Ethereum Accumulation: Bitmine purchased an additional 41,788 Ethereum last week. The company’s total Ethereum holdings rose to 4,285,125 ETH. With this purchase, Bitmine remained one of the largest institutional Ethereum treasuries. The detailed cost of the purchases was not disclosed.
White House Stablecoin Meeting
The White House will hold a meeting to discuss stablecoin returns. Representatives from the crypto sector and banking industry are expected to attend. The meeting is scheduled to begin at 1 PM ET. The stated goal is to evaluate the regulatory implications of stablecoin returns.
Trump Mineral Reserve Plan
According to press reports, Trump plans to launch a $12 billion mineral reserve program. Following the announcement, US rare earth companies rose before the market opened. Shares related to the sector saw an increase of approximately 6%. It is stated that the program aims to ensure strategic resource security.
Epstein Documents Released
An email regarding Michael Saylor was included in the Epstein files published by the US Department of Justice. The email, dated 2010, states that Saylor made a donation of $25,000. It was noted that this donation was made in the context of high-level social invitations. The documents did not contain any direct legal allegations.
Optimism ETH Transfer
Optimism Governance announced today that 6,400 ETH will be transferred between wallets. The transaction will be carried out as part of the Optimism Collective treasury’s liquid staking process. Forty percent of the total 21,500 ETH treasury will be allocated to liquid staking protocols. The remaining assets will be staked on the Ethereum mainnet.
Ripple EMI License
Ripple has obtained a full Electronic Money Institution (EMI) license from Luxembourg’s CSSF. The company had received preliminary approval for this license last month. It has been reported that all necessary regulatory requirements have been met. The license will enable Ripple to expand its operations within the EU.
