On 9 February 2026, Bitcoin ETFs logged about $144.9 million in net inflows, making BTC the main institutional access point among crypto funds. Ethereum ETFs added roughly $57.0 million, Solana products were flat, and XRP ETFs attracted about $6.31 million, showing investors are reallocating cautiously rather than exiting the asset class.

On 10 February 2026, FalconX introduced margin financing for trades on Hyperliquid, offering institutional clients up to 5× leverage. The on-chain product brings prime brokerage-style tools to a decentralized derivatives venue, aiming to connect off‑chain capital management with on‑chain execution.

On 10 February 2026, Ripple outlined partnerships that add HSM-backed security, embedded compliance, and native staking to its enterprise custody platform. The update integrates Securosys for on‑premises or cloud HSM and selects Figment to enable staking on networks such as Ethereum and Solana, allowing institutions to offer yield without operating validators.

On February 9, 2026, Bitcoin came under renewed derivatives pressure as monthly Net Taker Volume turned negative. According to the report, taker flows were around -$272 million and Binance buy-sell ratio fell to 0.97, while price hovered near $68,945. Futures activity continued to outpace spot demand, leaving the rebound vulnerable ahead of key macro releases.

On 9 February 2026, Ethereum on-chain activity reached a new milestone, with mainnet monthly transactions climbing to roughly 70.4 million. At the same time, ETH is trading around 60% under its all-time high, even as traders highlight the $4,000 level as a key technical threshold. Binance's Ethereum reserves have declined to about 3.7 million ETH, pointing to reduced immediate sell-side supply.

On 8 February 2026, Michael Saylor shared the phrase "Orange Dots Matter", a message interpreted as reinforcing Strategy's long-term Bitcoin accumulation approach. Strategy currently holds 713,502 BTC, and with Bitcoin trading around $71,100–$71,206, the firm's position exceeds $50 billion while the dashboard highlights total BTC holdings and spot price rather than short-term performance. Bitcoin's price action, including a small daily pullback, a roughly 2.5% gain over 24 hours, and an almost 8% weekly decline, is framed against Saylor's emphasis on steady accumulation over market volatility.

On 8 February 2026, the crypto market's total capitalization climbed 2.42% to $2.39 trillion, while sentiment remained deeply negative with the Fear & Greed Index at 8. Bitcoin changed hands near $70,214 after a 3.83% daily gain but was still down 10.54% over the week, and Ethereum rose 4.69% to $2,092 alongside broader large-cap advances. Derivatives markets stayed stressed, with $297.68 million in liquidations in 24 hours and short positions making up $217.45 million of that total.

On 8 February 2026, analysts pointed to dealer hedging around iShares Bitcoin Trust (IBIT) structured notes as a key driver of Bitcoin’s latest price swings, rather than broad spot market selling. Arthur Hayes argued that these bank-issued products can force mechanical buying or selling when trigger levels are hit, while Mike McGlone highlighted $64,000 as a critical technical zone that could determine whether the market stabilizes or undergoes a deeper reset. Together, these structural flows and macro pressures suggest Bitcoin remains exposed to sharp, non-fundamental moves.

On 7 February 2026, the U.S. government's Bitcoin reserve posted paper losses approaching $5 billion since its launch last year as Bitcoin fell roughly 45% from its peak, per Walter Bloomberg. The SEC chair said on CNBC that a market-structure bill is close to passage, while Vietnam's finance ministry proposed a 0.1% tax on crypto transfers.