Crypto Daily Report #我在Gate广场过新年 02.12(：Institutions Increase Holdings of BTC/ETH Amid Ongoing Market Weakness, Regulatory Communication Mechanism Optimization Initiated

1. Institutional Holdings and Attitudes Toward BTC and Core Crypto Assets
1 Goldman allocates approximately $2.361 billion in crypto assets via ETFs, with nearly 90% concentrated in BTC and ETH, maintaining an almost equal weight for both, highlighting strategic emphasis on ETH.
2 Michael Saylor states that Strategy will continue to increase BTC holdings, dismissing market concerns over potential sell-offs, and emphasizing the company's financial stability and long-term confidence.
3 DDC Enterprise has increased its BTC holdings for the fifth consecutive week by 100 coins, totaling 1,988 coins with an average cost of $85,756.
4 UK-listed company The Smarter Web Company increased its BTC holdings by 15 coins, reaching a total of 2,689 coins.
5 Exodus Movement reduced holdings by 10 BTC and 11 ETH, while increasing SOL holdings by 1,334 coins, adjusting asset allocation.

2. Market Price Trends and Dynamics
1 Bitcoin has fallen nearly 46% from its all-time high last October, with a sharp decline on Wednesday erasing the gains from Friday’s rebound, currently trading around $66,000, with overall market weakness.
2 Bitcoin whale purchased approximately 53,000 coins last week, the largest scale since November last year, but the market lacks new entrants, resulting in insufficient rebound momentum.
3 Total crypto market liquidations in the past 24 hours reached $393 million, with long positions liquidated at $286 million, BTC at $158 million, and ETH at $126 million.
4 Crypto-related stock sectors generally declined, with Robinhood, Cboe, and others experiencing falling stock prices, reflecting market confidence issues.

3. Regulatory Policy Developments
Yeh Chi-hang, Executive Director of the Securities and Futures Commission’s Intermediaries Department in Hong Kong, announced a tender for the “Regulatory Communication Accelerator” plan, introducing third-party service providers as communication bridges to optimize interactions between regulators and market participants and build mutual trust.

4. Market Opinions and Risk Warnings
1 Peter Schiff believes that a 50% crash in Bitcoin is not a buying opportunity but a selling signal, and is pessimistic about short-term performance.
2 Analysts point out that, amid changing Federal Reserve policy expectations, insufficient institutional capital inflows, and waning market confidence, Bitcoin may face further short-term losses.

5. Technical and Application Developments
TON Wallet announced support for Bitcoin and Ethereum, expanding digital asset wallet functionality.