Odaily News: Faced with declining expected returns from traditional assets, several university endowments are adjusting their investment strategies and beginning to allocate to cryptocurrency ETFs. Harvard University and Brown University have disclosed holdings in Bitcoin and Ethereum ETFs in their latest 13F filings. Although these positions are relatively small compared to their overall portfolios, they indicate that digital assets have moved from the periphery of institutional finance into the mainstream toolkit. Kim Lew, CEO of Columbia Investment Management Company, stated that expected returns and Alpha from traditional asset classes will both compress, forcing institutions to "move further out on the risk curve" and explore new strategies. Carlos Rangel of the W.K. Kellogg Foundation pointed out that if an 8% return cannot be achieved, the traditional foundation model will be difficult to sustain. (CoinDesk)
Odaily News According to Onchain Lens monitoring, Vitalik Buterin (0xfeb016...b2) planned to sell 16,400 ETH. The plan is 94% complete, with 15,500 ETH sold since February 2, accumulating a value of $30.94 million at an average price of $1,999. The remaining 905 ETH are expected to be sold out within the next 3-4 hours.
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 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: 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 According to Johann Kerbrat, head of Robinhood's crypto division, amid the ongoing market downturn, crypto investors are gradually shifting their focus to assets beyond Bitcoin and Ethereum.
Simultaneously, Kerbrat revealed that cryptocurrency holders on the Robinhood platform are not merely holding tokens but are also actively exploring use cases such as staking and DeFi, which continue to demonstrate strong appeal despite market uncertainties. (Cointelegraph)
Odaily According to the latest analysis by crypto economist Timothy Peterson, Bitcoin still possesses structural upside potential amid the current bear market correction: Over the past 24 months, 50% of the months recorded positive returns (based on CoinGlass data, positive return months in 2025 include January, April, May, June, July, and September). This indicator suggests a high probability of a positive return inflection point occurring within any 24-month cycle.
Based on this, Peterson calculates: The probability of Bitcoin being above its current level in the next 10 months (i.e., by December 2026) reaches 88%. He emphasizes that this statistical model indicates the market may be approaching a turning point rather than continuing its downward trend. The current Bitcoin price is approximately $68,173, having retreated nearly 25% from the year's high, erasing most of the post-2024-2025 US election gains. The Crypto Fear & Greed Index has fallen to an "Extreme Fear" score of 9, and social media Bitcoin prediction sentiment has dried up (Santiment data), indicating a shift towards neutral sentiment. (Cointelegraph)
Odaily News According to Onchain Lens monitoring, the "1011 Insider Whale" has reportedly sold approximately 60% of the Bitcoin positions it transferred to Binance.
Since the whale deposited 11,318 BTC (worth $760.61 million) into Binance, 7 newly created wallet addresses have withdrawn $464.48 million worth of USDT from Binance. Currently, about $296 million worth of BTC remains on Binance.
Odaily News Crypto analyst Murphy stated that, from both spatial and temporal dimensions of on-chain data, Bitcoin is gradually approaching the bear market bottom range. He pointed out that taking the last cycle as an example, when Bitcoin fell to around $17,000 in June 2022, it was already close to the eventual bottom of $15,000, but it still took several months to complete the bottom restructuring.
Murphy emphasized that the behavior of Conviction Buyers (CB) is noteworthy. As of February, this group's cumulative holdings have reached 3.48 million BTC, setting a new high for this cycle. Since January this year, they have accumulated approximately 1.22 million coins, exceeding the accumulation levels seen during the previous 5.19, LUNA, and FTX events. He believes historical data indicates that when this group continuously absorbs excess supply and approaches a supply-demand balance, it often corresponds to the formation of a bear market bottom range.
According to on-chain data platform Santiment, since Bitcoin hit its all-time high last October, wallets holding less than 0.1 BTC (typically considered retail investors) have increased their holdings by approximately 2.5%. Their share of supply has risen to its highest level since mid-2024. In contrast, the overall holdings of Bitcoin "large holders" (whales and sharks) holding between 10 and 10,000 BTC have decreased by about 0.8%. This structural divergence often leads to choppy, range-bound price action, preventing the formation of a clear trend.
Bitcoin's price is currently fluctuating mostly in the mid-$60,000 range. Market views suggest that retail buying can provide some "bottom support" and short-term momentum for the market. However, for a sustainable rebound to form, large holders need to stop distributing and even shift to net accumulation. Analysis believes that Bitcoin currently does not lack retail participation; the key lies in whether whales will stop selling pressure and turn to structural buying. Otherwise, each rebound may face the risk of being sold into at higher levels.
