A whale address shorted 4,574.87 ZEC after the market rebound, while simultaneously entering a 20x long position on BTC.

QCP Capital released market analysis on its official channel on February 11, noting Bitcoin and Ethereum rebounded from last week’s lows—sparking market optimism and potentially forming a short-term bottom. QCP still expects BTC to stay range-bound as the market awaits fresh catalysts; fund inflows remain a key driver. Yesterday, spot BTC ETFs posted a net inflow of $145 million, following Friday’s $371 million inflow—breaking the prior outflow trend and signaling a pickup in institutional demand. Spot ETH ETFs also flipped to a $57 million net inflow after three straight days of outflows, while Tom Lee’s BitMine continued accumulating, offering solid support for Ethereum. On the macro front, marginal easing is emerging. U.S.-Iran tensions appeared to ease following Friday’s talks, and weak employment data tilted markets toward a potential Fed rate cut in March. Current focus centers on nonfarm payrolls and the CPI report—these two data points are likely to quickly reshape Fed ex

On February 11, former Multicoin co-founder Kyle Samani predicted Solana’s microstructure advancements over the next 18 months will outpace any prior period in crypto history. Key highlights to watch include: **Alpenglow**: A major upcoming consensus mechanism upgrade—one of Solana’s largest protocol-level changes ever. It simplifies consensus logic drastically, cutting block finalization time from ~12 seconds to 100–150 milliseconds, while removing legacy components like Proof of History and Tower BFT. New block propagation and voting mechanisms will deliver ultra-low latency infrastructure for high-frequency financial apps. **ACE (Application Control of Execution)**: A core innovation on Solana’s roadmap. Unlike traditional blockchains where validators/block producers fully control transaction ordering, ACE lets smart contracts/apps set their own transaction order, settlement logic, and priorities. This lets Solana DeFi apps customize their market microstructure—e.g., order mat

Binance will launch its first Alpha blind box airdrop today (February 11th) at 6:00 PM UTC+8. The airdrop pool includes tokens from multiple projects. Users holding a minimum of 242 Alpha Points can claim token rewards on a first-come, first-served basis—until the pool is fully distributed or the event ends.

**U.S. January Unemployment Rate & NFP Forecasts From 32 Institutions Ahead of Tonight’s Release** On February 11, the U.S. January unemployment rate and non-farm payrolls (NFP) data are scheduled for release at 21:30 UTC+8 tonight. Below are forecasts from 32 institutions: ### **Unemployment Rate Forecasts** Nomura Securities: 4.3% Bank of Canada: 4.3% EFG Bank: 4.3% Barclays Bank: 4.3% UBS Group: 4.3% ING Bank: 4.4% ANZ Bank: 4.4% Danske Bank: 4.4% BNP Paribas: 4.4% Bank of America: 4.4% Capital Economics: 4.4% Deutsche Bank: 4.4% Citigroup: 4.4% Commerzbank: 4.4% Crédit Agricole: 4.4% Credit Suisse Group: 4.4% Goldman Sachs Group: 4.4% ING International: 4.4% JPMorgan Chase: 4.4% Lloyds Bank: 4.4% SMBC Nikko Securities: 4.4% Moody’s Analytics: 4.4% Oxford Economics: 4.4% Morgan Stanley: 4.4% Natixis: 4.4% Standard Chartered Bank: 4.4% TD Securities: 4.4% UBS: 4.4% Wells Fargo: 4.4% MUFG Bank: 4.5% Nomura Securities

February 11th — Per HyperInsight monitoring, the "Strategy Whale" (0x94d…) executed a coordinated liquidation of its BTC and ETH long positions, totaling approximately $13.13 million in liquidation value. This includes: a previously valued BTC long position ($29.94 million) and an ETH long position ($24.13 million) — both positions closed at a loss, with a total loss of roughly $1.86 million. The address is known for aggressively opening large short positions on mainstream coins around MicroStrategy’s (MSTR) December listing. It once became Hyperliquid’s largest BTC short holder, with a position size of $120 million, before being liquidated at $3,113 — a move that significantly drained its funds.

**February 11** — Data from GMGN (link) shows the Solana meme coin WhiteWhale has been on a steady decline recently. The token’s market cap has dropped ~57% from its February 8 high of ~$140 million to a current $59 million. It trades at ~$0.062, with a 24-hour volume of $5.4 million. Even as the price falls, prominent trader The White Whale (active on X and Hyperliquid) continues to accumulate. Their holdings are valued at roughly $34.5 million, accounting for 58.13% of the token’s supply. They hold an unrealized loss of ~$86,000 (a 29% drop from entry points) and have not sold any tokens to date. GMGN data indicates the primary holding address (EBxgM) acquired most tokens via child addresses. Over the past 24 hours, total inflow value hit ~$219,000, with a net inflow of more than $2.1 million in the past seven days. The meme coin was initially created by fans using The White Whale’s avatar. It was later taken over by the trader, who has since aggressively built positions