Capital Flow

The Korean stock market has fallen about 20% within just two trading days, prompting retail investors to shift their funds into the cryptocurrency market, boosting the rally of Bitcoin and other digital assets. Analysis indicates that during market volatility, investors tend to quickly reallocate among high-risk assets, causing the "Kimchi Premium" index to rebound, reflecting increased demand for cryptocurrencies.

Recent data reveals Starknet is leading the BTCFi sector, attracting $400 million in inflows while other platforms like BNB Chain face significant outflows. The Bitcoin DeFi landscape is gaining traction among institutional and retail investors, driven by increasing confidence in protocols.

ChainCatcher message: According to Arkham data, at 04:45, 467.28 BTC (worth approximately $7,347,300) was transferred from MARA to Cumberland DRW.

Bitcoin exchange-traded funds (ETFs) recorded a second consecutive day of inflows with $225 million added, while ether funds slipped into outflows. XRP and solana ETFs maintained positive momentum, keeping broader crypto ETF sentiment mixed but resilient. Ether Sees $10 Million Exit as Bitcoin

Bitwise's spot XRP ETF has become the largest fund in the U.S., with $10 million in weekly inflows, surpassing competitors. The XRP ETF market has attracted $1.25 billion in cumulative inflows, with Bitwise leading at $269.05 million in assets under management.

XRP ETF inflows fell 45% to $1.9 million last week, but year-to-date inflows remain strong at $153 million. Despite the slowdown, XRP saw no outflows, with robust monthly inflows of $106.8 million, leading among comparable products. US investors dominate the market, driving significant crypto ETF inflows.

_Record $8.9B outflows hit Bitcoin ETFs during price correction, but $1.5B in fresh inflows suggest demand is returning._ Bitcoin spot ETFs have recorded their largest capital drawdown since launching in January 2024. Roughly $8.9 billion exited the funds during the selloff, leaving many

Tom Lee has led Bitmine in accumulating over 4.4 million ETH, making it the second-largest crypto treasury. Despite substantial unrealized losses, Bitmine's strategy includes staking and diversifying into other investments.

Donald Trump's second son, Eric Trump, announced that his family's Bitcoin mining company, American Bitcoin, has surpassed 6,500 BTC holdings, making it the 17th largest publicly traded Bitcoin company in the world. In the past 21 days, the company has added over 500 BTC, demonstrating the Trump family's expansion commitment in the cryptocurrency space. The company plans to purchase new mining machines to enhance mining capacity.

Odaily Planet Daily reports that Strategy founder and executive chairman Michael Saylor posted on the X platform stating that Strategy has strong purchasing power, and its Bitcoin buying potential exceeds the amount available for sale in the market (We can buy more Bitcoin than they can).

BlockBeats News, March 5th, Eric Trump, the second son of Donald Trump, announced on the X platform that the Trump family’s mining company, American Bitcoin, has surpassed 6,500 BTC holdings (an increase of over 500 BTC in the past 21 days). American Bitcoin has become the 17th largest publicly listed Bitcoin company in the world.

ChainCatcher reports that, according to Arkham data, at 00:15, 240 BTC (worth approximately $21.72 million) was transferred from multiple anonymous addresses to Jump Crypto.

Odaily Planet Daily reports that, according to Lookonchain monitoring, stablecoin issuer Circle has minted 2 billion USDC in the past 2 days.

BlackRock has recently accumulated over 17,000 Bitcoins, helping to push the price above $73,000. Market expectations for Bitcoin to return to $75,000 by March have reached 80%. Institutional capital inflows indicate that investors are optimistic about Bitcoin's long-term prospects, and overall market sentiment has turned positive.

From 15:45 to 16:00 on March 4, 2026 (UTC), the ETH price experienced a significant anomaly, with a K-line return of +1.09%. The price range fluctuated between 2126.16 and 2158.9 USDT, with an amplitude of 1.54%. Short-term volatility intensified during this period, attracting market attention, with trading volume and sentiment rising simultaneously. The main drivers of this anomaly were large on-chain whale purchases and continuous net inflows of ETF funds. Specifically, on March 3, a whale exchanged 99.5 BTC for 33

Institutional adoption of Bitcoin stocks is rising sharply, with Rockefeller Capital increasing its position in MicroStrategy by 146% to 198,283 shares. Other investors, such as Amundi and South Korea's NPS, are also significantly boosting their holdings, reflecting a growing interest in Bitcoin amid its recent rally.

Wintermute analyst Jasper De Maere pointed out that over the past two months, crypto assets have underperformed other asset classes, but in the current market environment, digital assets may have an advantage due to their relative independence from macro factors. He warned that future performance could weaken due to inflationary pressures caused by geopolitical tensions, and the market is expected to remain highly volatile in the short term.

On March 4, 2026, from 15:15 to 15:30 (UTC), ETH achieved a return of +2.38% within 15 minutes, with a price range of 2088.93-2144.2 USDT and an amplitude of 2.65%. Trading volume significantly increased in a short period, market attention heightened, volatility intensified, and funds rapidly flowed into mainstream assets, with short-term activity clearly rising. The main drivers of this movement are the inflow of global macro risk-averse funds and continuous net inflows from ETF institutional investors. Escalating geopolitical conflicts in the Middle East have driven funds toward gold and cryptocurrencies, with ETH and BTC as the mainstream assets.

ChainCatcher reports that, according to market sources, Bitcoin treasury company Strategy purchased an estimated 1,762 Bitcoins within two days, including 1,000 Bitcoins bought on Tuesday alone.