Token Metrics Daily Pulse

Bitcoin holds above $72581. Wall Street is funding miners. The NYSE is buying into offshore exchanges. TradFi capitulation is here.Today's key developments:• ICE, the parent company of the NYSE, just invested in crypto exchange OKX at a $25 billion valuation.• Core Scientific just secured a $500 million loan facility from Morgan Stanley, with an option to expand to $1 billion.• Crypto-friendly fintech Revolut is making its second attempt at a U.S. banking charter.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-fb7c?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_pod...

Bitcoin blasts past $71,460, Solana surges 7.5%, and Tether drops $50M on a sleep tech startup.Today's key developments:• The CFTC Chair just signaled that U.S.-regulated perpetual futures are officially on the horizon.• Tether just invested $50 million into Eight Sleep, a smart mattress startup.• Sui just launched a native stablecoin that promises to route Treasury yields back to the network.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-8d47?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_podcast🔔 Subscribe for daily crypto market updates!⚠️ Disc...

Trump attacks banks blocking stablecoin yields — DA tokens defy the bleed as Fed rate cut odds collapse to 11.5%.Today's key developments:• U.S. President Donald Trump just publicly attacked the banking industry for trying to undermine the GENIUS stablecoin bill.• The Data Availability narrative is up +11.02% this week, hitting a $2.311b market cap while the rest of the market bleeds.• Aave V3 holds the top spot for DeFi lending Total Value Locked, cementing its status as the liquidity black hole of crypto.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-be...

Gaming tokens surged 63.8% this week. AI tokens fell 12.7%. Jack Dorsey is cutting 40% of Block's staff to pivot toward AI. The sector rotation is already underway.Today's key developments:• Polymarket bettors made over $1 million front-running a ZachXBT investigation before it went public.• The GameFi sector surged +63.8% this week while AI tokens dropped -12.7%.• Block Inc. (Square) is cutting 40% of its staff to pivot toward AI and handle margin compression.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-ec01?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_podcast🔔 Subscribe fo...

Polymarket bettors just front-ran a blockchain detective. Block fired 40% of its staff. Bitcoin is stuck in a $9k range. The plumbing is changing faster than the price.Today's key developments:• At least 12 wallets made over $1 million betting on a ZachXBT investigation on Polymarket before the findings went public.• Block Inc. (Square) is cutting 40% of its staff while the OCC proposes new limits on stablecoin rewards.• Bitcoin is stuck in a range between $60k and $69k, with Glassnode reporting 'exhaustion' among sellers.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-3019?utm_sourc...

Bitcoin is stuck at $67k. Gaming tokens ripped 55%. But the real story? Miners are becoming AI companies. The rotation isn't just between tokens anymore — it's between industries.Today's key developments:• Bitcoin miner MARA jumped 17% after signing a deal to convert facilities into AI data centers.• Magic Eden is shutting down its Bitcoin and EVM marketplaces to focus entirely on Solana.• Bitcoin is pinned between $60k and $69k with leverage fully reset.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-1677?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_podcast<br...

MARA reported a $1.7B loss and the stock jumped 15%. Jack Dorsey slashed 40% of Block's staff. The pivot to AI is eating crypto infrastructure alive.Today's key developments:• Bitcoin miner MARA posted a $1.7 billion loss... and the stock ripped 15%.• The U.S. OCC just proposed 'GENIUS' rules that could cap stablecoin rewards.• Magic Eden is shutting down its Bitcoin and EVM deployments to focus purely on Solana.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-f6c2?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_podcast🔔 Subscribe for daily cr...

Bitcoin ETFs just posted $506M in inflows — the highest in three weeks. Nvidia smashed earnings. Yet Vitalik sold $35M of ETH. Smart money is buying; the founder is selling.Today's key developments:• Bitcoin ETFs just inhaled $506M — the biggest single-day intake in three weeks.• Uniswap's 'fee switch' isn't a meme anymore — it's a potential $27M revenue engine.• The OCC just dropped the 'GENIUS Act' — a framework for banks to issue stablecoins.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-4103?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_podcast<br...

Vitalik Buterin sold 17,000 ETH this month. Tether supply is shrinking for the second month in a row. Prices bounced, but the liquidity engine is sputtering. Divergence is the word of the day.Today's key developments:• Vitalik Buterin sold 17,000 ETH in February as the price dropped 37%.• Tether (USDT) market cap is on track for its second straight monthly decline.• Anchorage Digital — a federally chartered crypto bank — added Strategy (STRC) stock to its balance sheet.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-3377?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_p...

Stripe hit a $159B valuation as stablecoin volume quadrupled. Meanwhile, Bitcoin U.S. demand has been negative for 40 days. The rails are growing; the prices are sleeping.Today's key developments:• Stripe's valuation jumped to $159B as its stablecoin bridge volume quadrupled.• Kraken launched 24/7 perpetuals trading for tokenized U.S. stocks with 20x leverage.• The Ethereum Foundation is staking 70,000 ETH from its treasury for the first time.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-3a7a?utm_source=spreaker&utm_medium=audio&utm_campaign=daily_pulse_podcast🔔 Subscribe fo...

$500M in liquidations. BTC touched $64,270 overnight. Hodlers reportedly capitulating at $65K. Binance BTC balances at highest since Nov 2024. Someone's loading up while everyone else panics.Today's key developments:• Bitcoin's overnight flash crash to $64,270 triggered $500M in liquidations before a sharp bounce back to $66,300.• Bitcoin balances on Binance hit their highest level since November 2024, while treasury firms log a rare selling streak and Bitdeer liquidated its entire BTC treasury.• Vitalik Buterin accelerates ETH sales while backing a censorship-resistance upgrade and Ethereum builders at ETH Denver admit apps have "failed to win over the masses."📰...

BTC whale exchange ratio hits 0.64, highest since 2015. ETFs post five straight weeks of outflows. "Bitcoin to zero" searches hit a U.S. record. Miner Bitdeer just sold every last sat.Today's key developments:• CryptoQuant's exchange whale ratio hit 0.64, the highest level since 2015, as BTC ETFs post five consecutive weeks of outflows totaling roughly $316M in the latest week alone.• Bitcoin miner Bitdeer sold its entire BTC treasury, dropping holdings to zero. Meanwhile, "Bitcoin to zero" Google searches hit a record high in the U.S. this month.• Vitalik Buterin proposes AI "stewards" for DAO governance using...

$3.8B in ETF outflows over five weeks. Small wallets up 2.5% since October. Whales trimmed 0.8%. Retail is buying what institutions are selling.Today's key developments:• Spot Bitcoin ETFs have now bled for five consecutive weeks, totaling $3.8B in net outflows. Meanwhile, small wallets increased BTC holdings by 2.5% since October's all-time high while large holders trimmed 0.8%.• The SEC quietly issued guidance letting broker-dealers apply a 2% haircut to proprietary stablecoin positions, effectively treating certain stablecoins as near-cash capital. Same day, ProShares launched a stablecoin-ready money market ETF that did $17 billion in day-one trading volume.• Glassnode says Bitcoin has broken...

ETF outflows hit $4B in five weeks. Mining difficulty jumped 15%. Bitcoin sits at $67,526. Miners are more bullish than markets.Today's key developments:• $4B in Bitcoin ETF outflows over five weeks. Another $166M walked out the door yesterday.• Bitcoin mining difficulty spiked 15% to 144.4T, the largest increase since 2021. Hashrate rebounded to 1 ZH/s.• Options markets still pricing panic premiums even as Bitcoin bounces above $68,000. Put skew remains elevated.📰 Read the full Daily Pulse: https://pulse.tokenmetrics.com/p/new-post-1efe?[object Object]🔔 Subscribe for daily crypto market updates!⚠️ Disclaimer: This content is...

BTC ETFs bled $133M. Fear & Greed screams Extreme Fear. And the $40K put is now Bitcoin's second-largest options position. Meanwhile, Base just dumped the OP Stack. Someone's rewriting the L2 map.Today's key developments:• Bitcoin's $40,000 put is now the second-largest options position ahead of next week's February expiry. ETFs bled $133M while sentiment sits in Extreme Fear.• Coinbase is abandoning Optimism's OP Stack for Base, building its own unified tech stack. OP token plunged double digits on the news.• Ledn raised $188M in the first-ever Bitcoin-backed asset-backed securities deal, packaging over 5,400 BTC-collateralized loans. S&P rated...

Peter Thiel sold 100% of his ETHZilla stake. BTC ETFs bled $105M. Nine of ten narratives are red. Only Prediction Markets are up.Today's key developments:• Peter Thiel's Founders Fund dumped every single share of ETHZilla, the Ethereum treasury firm, per SEC filings. Zero shares remaining.• Bitcoin ETFs logged $105M in net outflows, but a mystery buyer showed up in IBIT (BlackRock's fund) going the other direction.• Stripe's stablecoin subsidiary Bridge received conditional OCC approval for a national bank charter, making it one of the first crypto-native firms to get a federal banking license.📰...

BTC long-term holders showing strain. $54K flagged as next support. Only 1 narrative in the green this week: Prediction Markets.Today's key developments:• Bitcoin's long-term holders are showing weakening accumulation, with on-chain data pointing to $54,000 as the next support if $65,000 breaks.• Ethereum's tokenized RWA market topped $17 billion, up nearly 315% year over year, even as the RWA narrative's market cap dropped 16.18% in the past week.• Crypto slides alongside tech stocks and gold as the Bitcoin-Nasdaq correlation turns positive. Memecoins lead altcoin losses with the Meme narrative down 16.44% on the week.📰 Read the full Daily Pulse: ht...

Bitcoin at $68,160. Weekly RSI echoing mid-2022. Harvard trimmed BTC 20%, added ETH. Every narrative except RWA is bleeding red.Today's key developments:• Bitcoin's weekly RSI is echoing mid-2022 bear market levels as ETF outflows and crowded shorts leave the market primed for a volatility event.• Harvard cut its Bitcoin ETF position by 20% and opened a new Ethereum position in its Q4 filing.• Tokenized RWAs climbed 13.5% while the broader crypto market shed $1T in value. Wintermute launched institutional tokenized gold trading, projecting the market hits $15 billion in 2026.📰 Read the full Daily Pulse: https://pulse.tokenmetr...

Bitcoin clawed back to $70K after an $8.7B wipeout. Fear & Greed screams extreme fear. Wall Street's still buying while offshore retreats. Someone's reading this wrong.Today's key developments:• Wall Street keeps buying Bitcoin futures while offshore traders on Deribit pull back. The CME-Deribit basis gap is widening, showing a clear regional split in risk appetite.• Elon Musk's X will launch in-app crypto and stock trading within "a couple weeks" via Smart Cashtags. Users will see live ticker data in their timeline and execute trades without leaving the app.• Senators Warren and Kim are demanding a CFIUS...