Market Report: Top 5 Cryptocurrency Gainers on February 4, 2026, led by PAX Gold

Spot Bitcoin ETF attracts $167 million in a single day, institutions rebalance holdings in XRP and Solana

On February 11, it was reported that the US spot Bitcoin ETF recorded net capital inflows for the third consecutive trading day, attracting approximately $167 million on Tuesday. The total inflow for this week has reached $311.6 million, nearly offsetting last week's outflow of $318 million. Previously, these products experienced three consecutive weeks of negative inflows, with total outflows exceeding $3 billion. Although Bitcoin's price has fallen about 13% over the past seven days and briefly dropped below $68,000, capital movement indicates that there has been no large-scale withdrawal by institutions. Several analysts pointed out that recent selling pressure has significantly eased, and the ETF capital curve shows signs of stabilization, with market sentiment gradually recovering.

US Yield Hints at Rate Cut Possibility as Gold and Silver Surge, Will There be a Crypto Bull Run?

US yields have fallen, hinting at a potential rate cut in 2026, driving Gold and Silver prices up. This raises speculation about a crypto market bull run, as investors may allocate more to high-risk assets.

What to do after the crypto market crashes? Tom Lee provides a "new buying logic" for Bitcoin and Ethereum

Fundstrat Chief Investment Officer and Chairman of BitMine Immersion (BMNR) Tom Lee stated at the Hong Kong Consensus Hong Kong 2026 conference that investors should no longer obsess over precisely predicting market bottoms, but instead focus on identifying entry opportunities with risk-reward advantages during pullbacks. "What you should be thinking about is opportunity, not panic selling," he emphasized. Recently, the crypto market has come under renewed pressure. Bitcoin has retraced about 50% since reaching its all-time high in October 2025, marking one of the most significant corrections since 2022. On Wednesday, Bitcoin fell below $67,000, down approximately 2.8% in the past 24 hours; Ethereum also weakened, dropping to around $1,950, with a single-day decline of about 3%.

QCP: A short-term bottom may be forming, and the market expects to maintain range-bound fluctuations.

QCP Capital analyzes Bitcoin and Ethereum rebounds, market sentiment is optimistic, and a bottom may be forming. Capital inflows are picking up, with BTC ETF recording a net inflow of .45 billion, and ETH ETF also turning into a net inflow. Macro factors have improved, but the Fear and Greed Index remains in the extreme fear zone, indicating that market sentiment is fragile.

A review before 2026: It's not that there are no stories, but that the main characters have changed.

The main characteristics of the 2026 crypto market are dislocation, with BTC transforming into a high-β risk asset, stablecoins gradually becoming financial infrastructure, and exchanges shifting towards de-commodification. Increased market correlation means macro factors influence all assets, requiring a re-evaluation of investment strategies. Future opportunities lie in adapting to the new market structure rather than solely pursuing price volatility.

Shiba Inu Loses 82 Trillion SHIB Threshold As Over 700B SHIB Leave Exchanges in Weeks

Shiba Inu remains under intense bearish pressure, but fresh on-chain data shows exchange reserves have shrunk massively from 82 trillion last month. The rapid decline in Shiba Inu’s exchange reserve has sparked debate over how the shift could influence SHIB’s price action. Key Points Shiba Inu