Daily Recap 2-7

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News

ARK updated its Spot Ethereum ETF Application to potentially stake part of the Trust's assets via third-party staking services. Link

Bloomberg analyst James Seyffart stated the SEC's delay in ruling on the Invesco Galaxy Ethereum ETF is entirely expected and anticipates further postponements in the near future. He emphasised that May 23rd is the crucial date for the Ethereum spot ETF. Link

Binance's fifteenth report shows: BTC holdings rose by 3.27% to 594,689 (an increase of 18,836 BTC); ETH holdings grew by 4% to 4.16 million (adding 160,303 ETH); USDT holdings expanded by 5.68% to 17.8 billion (up by 957 million USDT); BNB holdings fell by 0.51% to 31.83 million (a decrease of 162,116 BNB). Link

MicroStrategy announced Q4 2023 financial outcomes, now possessing 190,000 BTC. In Q4, it bought 31,755 Bitcoins for $1.25 billion, averaging $39,411 each. By February 5th 2024, its Bitcoin investment totaled $5.93 billion, at an average of $31,224 per Bitcoin. Link

The SEC approved a rule mandating significant liquidity providers, including those in cryptocurrencies except entities under $50 million in assets, to adhere to federal securities laws, affecting DeFi as well. Link

Thailand’s Ministry of Finance announced that in order to promote Thailand to become a digital asset centre, digital asset transactions will be exempt from value-added tax. The tax exemption is effective January 1, 2024, with no expiration date. Link

According to Arkham, at 22:34 UTC+8 on February 7, Grayscale transferred 2,170.5 BTC to the address of Coinbase Prime Deposit, worth approximately US$93.53 million; it transferred 1,762  BTC to a new address, which is suspected to be Grayscale's new custody address. Link

Projects 

Wormhole - Announced tokenomics for their upcoming token W. Link

Injective - Insinuated a new launch on their ecosystem this month. Link

Monero - Delisted from binance in addition to other privacy coins. Link

Disclaimer: This research report is exactly that — a research report. It is not intended to serve as financial advice, nor should you blindly assume that any of the information is accurate without confirming through your own research. Bitcoin, cryptocurrencies, and other digital assets are incredibly risky and nothing in this report should be considered an endorsement to buy or sell any asset. Never invest more than you are willing to lose and understand the risk that you are taking. Do your own research. All information in this report is for educational purposes only and should not be the basis for any investment decisions that you make.