Tether’s USDt (USDT) is on track for its sharpest monthly supply contraction since the 2022 collapse of FTX, as large holders continue to redeem or reduce exposure, according to blockchain data.Data from Artemis Analytics cited by Bloomberg shows that USDT’s circulating supply has declined by roughly $1.5 billion so far in February, following a $1.2 billion drop in January. If the trend holds through month-end, February would mark the largest monthly decline in USDT supply in nearly three years.The last comparable contraction occurred in December 2022, when USDT supply fell by around $2 billion in the aftermath of the FTX bankruptcy, which triggered widespread deleveraging across the crypto market.USDT Decline Raises Liquidity QuestionsUSDT is the largest U.S. dollar–pegged stablecoin and a core source of liquidity for crypto trading. With a market capitalization of roughly $183 billion, it represents about 71% of the total stablecoin market, according to CoinMarketCap.As a result, sustained declines in USDT supply are often viewed as a proxy for tightening crypto liquidity, particularly during periods of heightened market uncertainty.Tether Pushes Back on “Trend” NarrativeTether disputed the interpretation that the February data reflects a structural shift.A Tether spokesperson said the figures represent short-term changes in circulating supply, emphasizing that the analysis is based on only 18 days of February data, which “does not establish a durable trend.”“For context, during the same period, USDC saw a $4.6 billion decline, or roughly 6%,” the spokesperson said, adding that recent changes appear more related to exchange-level distribution dynamics rather than a deterioration in end-user demand.“Short-term supply fluctuations should be viewed in the context of exchange programs and market structure, not as evidence of structural erosion in USDt’s position,” the spokesperson added.Total Stablecoin Market Continues to GrowDespite the pullback in USDT, the broader stablecoin market has not contracted.According to DeFiLlama, the total stablecoin market capitalization has risen 2.33% in February, increasing from $300 billion to $307 billion.While USDT and Circle’s USDC declined by 1.7% and 0.9%, respectively, other stablecoins expanded sharply. World Liberty Financial’s USD1 stablecoin — linked to the Trump family — posted a 50% increase in market capitalization over the past month, reaching $5.1 billion.Whales Reduce USDT Exposure, New Wallets Step InOnchain data suggests a split in behavior between large holders and new market participants.According to Nansen, whale wallets sold approximately $69.9 million in USDT across 22 wallets over the past week, representing a 1.6× increase in selling activity among large holders. “Smart money” wallets tracked by returns have also been net sellers.At the same time, new wallets created within the past 15 days accumulated around $591 million in USDT during the same period, indicating fresh demand offsetting redemptions by established players.Market Signals Mixed, Not CapitulativeThe divergence in flows points to reallocation rather than outright capital flight. Large investors appear to be trimming or repositioning liquidity, while new participants continue to adopt USDT as an entry point into crypto markets.While February is shaping up to be USDT’s largest monthly supply decline since 2022, the stability of the broader stablecoin market suggests the move reflects liquidity rotation and market structure dynamics, not a systemic loss of confidence in stablecoins.

India is currently evaluating the implications of a recent U.S. Supreme Court decision regarding tariffs implemented during U.S. President Donald Trump's administration. According to NS3.AI, this development is being closely monitored by Indian authorities to understand its potential effects on trade relations. Meanwhile, the French government has expressed confidence in the European Union's ability to respond effectively to these tariff measures. The situation is evolving and could have significant repercussions on international trade dynamics, potentially affecting related markets.

U.S. spot Bitcoin exchange-traded funds (ETFs) have recorded a fifth consecutive week of net withdrawals, with total outflows reaching approximately $3.8 billion, as institutional investors continue to reduce risk exposure amid heightened macroeconomic and geopolitical uncertainty.According to data from SoSoValue, spot Bitcoin ETFs saw $315.9 million in net outflows last week. The largest weekly drawdown during the current streak occurred in the week ending Jan. 30, when investors pulled around $1.49 billion from the products.Weekly Inflows Fail to Offset Heavy RedemptionsWhile some trading sessions posted inflows, they were insufficient to reverse the broader weekly trend. On Friday, spot Bitcoin ETFs recorded roughly $88 million in inflows, but these gains were outweighed by larger redemption days earlier in the week.Notable outflows included:More than $410 million on Feb. 12Additional negative flow sessions between Feb. 17 and Feb. 19As a result, weekly flows remained firmly negative despite intermittent buying interest.Since their launch, U.S. spot Bitcoin ETFs have still accumulated approximately $54.01 billion in cumulative net inflows, underscoring that the recent withdrawals reflect short-term positioning rather than a full reversal of institutional adoption. Total net assets currently stand at around $85.31 billion, representing about 6.3% of Bitcoin’s total market capitalization.Institutional De-Risking, Not Structural ExitMarket participants attribute the sustained outflows primarily to institutional de-risking, rather than waning conviction in Bitcoin’s long-term outlook.Vincent Liu, Chief Investment Officer at Kronos Research, said the ETF withdrawals reflect broader portfolio adjustments as investors respond to rising geopolitical tensions and macro uncertainty.He noted that escalating trade disputes and tariff-related developments have reinforced a risk-off environment across global markets, leaving digital assets particularly sensitive to macro headlines.“Flows are likely to remain volatile in the near term,” Liu said, adding that upcoming economic data — including U.S. initial jobless claims — could influence sentiment. Weaker labor data may revive expectations for future Federal Reserve rate cuts, potentially stabilizing flows at a time when crypto sentiment remains deeply pessimistic.At last reading, the Crypto Fear & Greed Index remained in extreme fear territory.Ether ETFs Also See Sustained OutflowsSelling pressure has not been limited to Bitcoin-linked products. Spot Ether ETFs have also posted five consecutive weeks of net outflows, as investors reduced exposure to the second-largest cryptocurrency.SoSoValue data shows Ether ETFs recorded approximately $123.4 million in net outflows last week. While the funds saw isolated inflow days — including $48.6 million on Feb. 17 and $10.3 million on Feb. 13 — these were outweighed by heavier selling earlier in the week.Macro Signals Key to Flow ReversalThe persistence of ETF outflows highlights how closely crypto investment products are now tied to macroeconomic conditions, including interest rate expectations, labor market data, and geopolitical risk.For flows to stabilize or turn positive, analysts say markets will likely need clearer signals of easing financial conditions or renewed confidence in the Federal Reserve’s policy trajectory. Until then, ETF flows are expected to remain uneven, even as long-term institutional participation in crypto markets remains intact.

ROBO appears on the Coinbase listing roadmap as Fabric Foundation opens an airdrop portal. Explains roadmap vs. listing, verification steps and scam risks. source: https://coincu.com/news/robo-token-enters-coinbase-roadmap-as-airdrop-portal-opens/

ملخص تحليل اليورو دولار الاسبوعى الاتجاه العام: هبوطى. نقاط الدعم لليورو دولار هذا الاسبوع: 1. 1710 – 1. 1650 – 1 source: https://www.tradersup.com/%d8%a7%d9%84%d8%aa%d9%88%d9%82%d8%b9%d8%a7%d8%aa-%d9%88%d8%a7%d9%84%d8%aa%d8%ad%d9%84%d9%8a%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d8%a7%d8%b3%d8%a8%d9%88%d8%b9%d9%8a%d8%a9/%d8%aa%d8%ad%d9%84%d9%8a%d9%84-%d8%a3%d8%b3%d8%a8%d9%88%d8%b9%d9%8a-%d9%84%d8%b2%d9%88%d8%ac-%d8%a7%d9%84%d9%8a%d9%88%d8%b1%d9%88-%d8%af%d9%88%d9%84%d8%a7%d8%b1/%d9%87%d9%84-%d9%8a%d8%aa%d8%b9%d9%85%d9%82-%d8%a7%d9%84%d8%aa%d8%b5%d8%ad%d9%8a%d8%ad-%d8%a7%d9%84%d9%81%d9%86%d9%8a-%d8%a7%d9%84%d9%87%d8%a8%d9%88%d8%b7%d9%8a-%d9%87%d8%b0%d8%a7-%d8%a7%d9%84%d8%a3/152854

Crypto investors are searching for "Bitcoin is dead" on Google, a sentiment that signals fear. source: https://u.today/bitcoin-is-dead-searches-hit-record-highs-as-price-remains-below-70000

Google searches for “Bitcoin is Dead” have peaked in recent months, reaching as high as 100 on a relative scale. source: https://zycrypto.com/bitcoin-is-dead-google-searches-now-at-all-time-high-is-the-bottom-finally-in/

null source: https://x.com/BSCNews/status/2025205365546385798

Inflation is expected to keep the Federal Reserve from making any significant moves for several months. Bloomberg posted on X that Kevin Warsh might face a prolonged wait before implementing the rate cuts that U.S. President Donald Trump is advocating for. This situation arises as inflationary pressures continue to influence the central bank's decision-making process, potentially delaying any immediate monetary policy changes.

Aave Labs 团队成员 Kolten 在 X 平台发文表示，近期关于 Aave V3 向 Aave V4 过渡时间表存在部分混淆信息。他澄清称，Aave V3 在可预见的未来仍将正常运行，即使 Aave V4 上线后亦不会立即被替代，目前并无加速迁移计划。Kolten 表示，Aave V4 基于近十年协议开发与业务合作经验打造，主网上线将采取稳健、分阶段推进方式，包括对存款规模设置上限并逐步扩展抵押品类型与应用场景。Aave Labs 过去一年持续推动 V3 生态建设，并未因 V4 即将发布而放缓相关发展。

稳定币不再是投机工具，它正在成为全球数亿人的主要支付和收款轨道。

polymarket,预测,从劳埃德咖啡馆到Polymarket：预测市场正在重构保险行业 金色财经,一场史无前例的「保险大撤退」正在美国上演。

美国最高法院，以6:3的投票结果裁定，驳回特朗普的全球关税政策。这是特朗普上任以来遭遇的最大政策挫折。

如果说互联网解决的是信息如何在机器之间流动。那么 Agent 时代真正要解决的是能力如何在机器之间流动，并被即时兑现。

如果要评估 Web3 行业有哪些方向已经跻身主流，稳定币和预测市场可能是唯二的答案。

AI 强大，甚至聪明。但它很脆弱。在纪律和系统思维下使用，它是力量倍增器。随意使用，它就是噪音。

巴菲特在退休前这三年一直在净卖出股票，好不容易有几个新进的仓位，进入2026年也在连续“爆雷”，比如说此前的联合健康，一天就暴跌20%。

美国最高法院公布裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关税，这意味着特朗普政府关税政策受到重大挫折。

美国最高法院对特朗普上任以来最具争议的“全球关税”政策做出了终审判决：违法，撤销。

随着模型能力和智能体工程进步，企业数据治理和组织适配的提升，智能体会逐步成为每家企业极有竞争力的数字员工。