Data: 3,359,900 ZRO transferred from BitGo to Wintermute, valued at approximately $7,627,200

"On-chain investors" liquidated 70 million in cryptocurrency and precious metals positions, and shorted the US stock storage sector with a scale of 17 million.

Recently, the well-known on-chain address "On-Chain Shareholder" closed a $40 million ETH/SOL short position and a $30 million on-chain gold long position. The current US stock storage sector holdings amount to $17.6 million, including Micron, SanDisk, Nvidia, and Google, which have recently been gradually increasing their on-chain stock positions.

$6 billion worth of tokenized assets experiencing explosive growth, with digital gold becoming the "new safe haven" in the crypto market?

February 12 News, as the digital asset ecosystem continues to extend into real-world assets, the tokenized commodities sector is experiencing rapid growth in 2026. The latest data shows that the total market capitalization in this field has surpassed $6 billion, setting a new record, with gold-backed tokens becoming the main driving force behind the growth. An increasing amount of capital is being allocated to precious metals through blockchain formats, providing the market with new risk hedging options. Currently, Tether's issued XAUT and Paxos's PAXG dominate most of the tokenized gold market share. XAUT's market cap has risen to approximately $3.6 billion, with a growth of over 50% in the past 30 days and nearly 200% over six months; PAXG's market cap is about $2.3 billion, with a growth of over 60% in the past three months and over 140% in six months. Together, they almost dominate the entire tokenized commodities track. In comparison, smaller products like PGOLD and XAUM are expanding but still significantly behind in scale.

Asset management giant enters DeFi! BlackRock partners with Uniswap to enable BUIDL on-chain trading, UNI surges 20% on news

BlackRock is actively exploring decentralized finance, collaborating with Uniswap Labs and Securitize to open its tokenized U.S. Treasury bond fund "BUIDL" for on-chain trading. This allows eligible investors to purchase the fund directly through UniswapX technology. This partnership marks BlackRock's first time introducing tokenized products into DeFi trading, sparking market interest and causing the Uniswap governance token UNI to rise over 20%.

Bitfury Founder: The current market downturn is an opportunity for the company to rebalance its portfolio and buy BTC at lower prices.

Bitfury founder Val Vavilov stated that the cryptocurrency crash is a good opportunity for re-investment and believes that Bitcoin still has growth potential. He mentioned that the company has expanded from crypto mining to artificial intelligence infrastructure but did not disclose specific investment amounts or quantities.

MSTR bets on perpetual preferred stock! Strategy adjusts financing structure, and the Bitcoin reserve strategy continues.

Strategy (formerly MicroStrategy) is planning to expand its perpetual preferred stock issuance to alleviate market pressure caused by excessive volatility in common shares. The company's CEO Phong Le recently stated that preferred stock may become its core financing tool in the future, helping the company reduce reliance on dilution of common shares while continuously allocating Bitcoin. Since the beginning of this year, MSTR's stock price has fallen approximately 17%, while Bitcoin's price has dropped over 22% during the same period. In an interview with Bloomberg, Le pointed out that the sharp stock price fluctuations are highly correlated with the company's "Digital Asset Reserve Plan" and Bitcoin prices. When Bitcoin rises, the stock price often quickly increases; conversely, it tends to decline under pressure. To meet the needs of investors interested in digital assets but unwilling to bear extreme volatility, Strategy has launched a perpetual preferred stock called "Stretch."