Ark Invest Boosts Holdings in Circle, BitMine, and Bullish Stocks on Monday

Per Farside Investors data as of February 3rd: - U.S. Bitcoin spot ETFs saw a net inflow of $561.8 million yesterday, **snapping a 4-day streak of net outflows**. - IBIT: $142 million net inflow - FBTC: $153.3 million net inflow - Ethereum ETFs posted a **net outflow of $2.9 million** yesterday: - ETHA: $82.1 million net outflow - FETH: $66.6 million net inflow

**Feb 3 Update** Per Coinbob Popular Address Monitoring (via Telegram: @Coinbob_track_CN), HYPE’s price surge from $30 to $38.5 has sharply narrowed unrealized losses for one of its largest on-chain longs—a whale suspected of insider trading ahead of HYPE’s listing. The position is now near breakeven. Current details on the 5x leveraged HYPE long: - Position size: ~$52M - Average entry price: $38.67 - Unrealized loss: $1.1M (-10%) - Weekly capital recovery: >$15M Background on the whale: The address went long HYPE *before* its Robinhood listing on Oct 23 last year. Its entry price was later undercut, leaving it in unrealized loss for months—with no position adjustments or reductions since. Key prior metrics: - Peak unrealized loss: ~$26M - Liquidation price: ~$20.1 - Liquidation risk hit as low as 0.37% in mid-late January ### Notes on U.S. style alignment: 1. **Concise phrasing**: Uses "Update" (common in crypto news alerts) and bullet points for scann

February 3, per Onchain Lens data, a whale has spent 2.98 million USDC over the past two hours to purchase 647.15 XAUT at 4,601 USDC per token.

On February 3rd, Su Zhu—co-founder of Three Arrows Capital—said in a post that Bitcoin OGs (veteran investors) exiting the market isn’t as pessimistic as it sounds. In fact, OGs have been leaving since Bitcoin’s early days, and each token distribution has strengthened its long-term health and monetary value. If Bitcoin relied solely on individual purchases or holdings, it would’ve died long ago. MicroStrategy’s Saylor is no different; he’s just a figurehead—MSTR investors are the ones actually bearing MicroStrategy’s Bitcoin risk exposure. Notably, Su Zhu stayed silent from late September last year until late January this year, when he reactivated. Yesterday, he even commented on EIP-1559 and the 1011 insider whale’s ETH investment loss, saying: “They took losses because they got overconfident after cashing out at the top and re-entered the market too early.”

February 3rd — Trend Research has transferred another 10,000 ETH to Binance, per Onchain Lens monitoring. This marks a total of 30,000 ETH moved by the firm this morning.

On February 3, per GMGN monitoring, Base chain meme coin CLAWD hit an all-time high of $9.4 million in market cap early this morning. It currently trades at $6.8 million, having notched a 60% intraday surge at one point in the past 24 hours, with trading volume around $7.6 million. This latest rally was primarily fueled by the token’s listing on LBank and MEXC exchanges yesterday, which drew incremental capital. Over the past hour, Austen Allred has engaged in multiple interactions on X, sparking another minor price uptick—with the token up nearly 22% in the last hour. The token emerged amid the ongoing AI narrative trend on Base, centered around Austen Allred’s Claude AI agent as its creative theme, and integrates AI meme elements with gas fee subsidy mechanisms.