The rumors about a terrorist attack in the United States have increased this week. “10 a.m. Bitcoin dump” Online, Jane Street, a quantitative trading firm, was blamed for the sell-offs. However, market observers said that data did not show a company-driven, consistent decline.
After Jane Street’s arrest, the accusations grew. sued by Terraform Labs’ administrator Terra’s algorithmic stabilcoin eco-system is likely to crash in May 2020 due to insider trading allegations.
Demand for Bitcoin ETFs has returned to the market after five weeks of negative net flows. US-listed US-listed Spot Bitcoin ETFs took in Farside Investors reported that over $1 billion was invested in three days in a row this week. This includes $254 millions in Thursday’s cumulative inflows. data.
The corporate Ether Treasury was also under scrutiny. Ether, the leader of corporate Ether.ETHBitmine Immersion Technologies reported a loss of 8,8 billion dollars on paper due to the market slump.
Jane Street: Analysts refuse to accept it “10 a.m. dump” Bitcoin cannot be manipulated easily, claim some experts
Bitcoin investors have accused Jane Street Quantitative Trading of putting pressure on the price by selling off Bitcoin daily at US open. However, market data and analysts suggest this pattern does not repeat itself and that there is no way for one company to push Bitcoin into a long-term bear market.
A day after Terraform Labs was appointed by a court, the claims began to flood online sued Jane StreetTerra’s algorithmic stablecoin eco-system collapsed in May 2022 due to insider trading.
Justin Bechler and other market observers have argued Jane Street could be hiding a short Bitcoin position by using hedges not disclosed in public filings. Bechler claimed that Jane Street was coordinating algorithmic sales of Bitcoin daily at 10:00 EST, manipulating Bitcoin.BTC() Price for the ETF to be purchased at a reduced price.
“When Jane Street reports holding $790 million in IBIT shares, the filing tells you nothing about whether those shares are hedged by puts, offset by short futures, or wrapped in a collar that makes the firm’s net Bitcoin exposure zero or even negative,” wrote Bechler added that the “actual position could be a massive short that looks like a long because the offsetting half of the trade is invisible under current disclosure rules.”
CryptoQuant’s Head of Research, Julio Moreno cautioned Bechler did not describe an activity that was unique to a single company. He explained that delta-neutral funds often buy spot exposure and sell futures to try and capture the spreads instead of directional movements.
Jane Street’s latest 13-F filing Also disclosed were significant positions in Bitfarms and Cipher Mining, along with Hut 8 and Hut 8’s Hut 8 Bitcoin mining company.
Vitalik sold 17,000 Ethereum in one month, after allocating $45 Million for privacy
Vitalik Buterin is the co-founder and CEO of Ethereum. He has reduced his Ether holdings by approximately 17,000 Ether in a month, after declaring plans to dedicate $45 million tokens toward privacy projects.
Buterin’s wallets tracked Arkham had about 241,000 Ether.ETH() at the beginning of February before a string of outflows brought down the total balance on Tuesday to 224,000 Ethereum.
Buterin continued to sell products, including about 2,961 Ether Onchain analysts estimate that the three-day sale was worth $6 million. Analysts at Onchain reported This trend has recently accelerated as he has sold tokens worth $7 million in just three days.
Arkham Intelligence Data shows The ETH was sold via decentralized exchange (DEX) The aggregator CoW Protocol uses many smaller swaps rather than one large transaction. This is a common method to reduce market impact.
Ether crash tests cyclical theory as Bitmine paper losses near $8.8 Billion
Analysts warn that the Ether treasuries of corporates are under pressure due to the decline in the cryptocurrency market. The investment case for Ether is nearing a critical point.
Bitmine Immersion Technologies (Bitmine) is the world’s largest corporation in terms of Ether holdings.ETH), is sitting on a large unrealized loss as ETH trades well below the company’s average acquisition price, according Bitminetracker is a third-party tracking tool. Some estimate Bitmine paper losses at $8.8 billion after Ether’s fall in recent months.
Bitminetracker’s data indicates that ETH has dropped 60% in price over the last six months and is now trading at a cost of tokens below Bitmine’s $3,843 average.
Research outlet for crypto research 10x said Ether was trading Monday near its cost and valuation levels, which will test whether it is in a simple cyclical decline or heading into a deeper structural downturn.
“Investors must therefore assess carefully whether the asset is simply in a cyclical downturn or entering a phase of deeper structural impairment.”
Bitmine is still buying ETH despite mounting losses on paper. Last week Bitmine acquired 45,749 The world’s biggest Ether Treasury firm has expressed confidence in Ether by averaging an aggregate cost of $1.992 per ETH.
Big Wall Street is still investing in Bitmine even though the stock market has been down.
It is important to note that the word “you” means “you”. top 11 Bitmine Morgan Stanley, Ark Investment Management, and BlackRock Asset Management, among others, increased their investment in the Treasury Company during the 4th quarter of 2025.
Bitmine stock has dropped by 59% in six months, and was trading at $19.68 on Monday morning. data Google Finance shows.
Aave’s lending volume surpasses $1 Trillion amid institution expansion
Aave’s decentralized financial protocol has exceeded $1 trillion in lending volumes, marking an historic milestone in the DeFi market.
“A decade ago, DeFi and Aave didn’t exist. They were just ideas. Today, Aave stands as the backbone of onchain lending, powering a new financial system that is open, global, and unstoppable,” Aave Labs CEO Stani Kulechov said In an X-post on Wednesday.
Aave made another big step in her quest to be the “largest, most efficient liquidity network in the world,” Kulechov has been added. “One that builders, banks, and fintechs plug into by default, fundamentally improving liquidity and cost structures across global finance.”
Aave Labs has released its August 2018 newsletter launched Aave Horizon – a new Ethereum lending marketplace, specifically designed to allow traditional finance companies and institutional investors, who want to borrow stablecoins, against assets in the real world, can do so.
VanEck WisdomTree Securitize and Securitize among first to utilize Aave’s Institutional Offering.
Kulechov claimed that defi lending was possible on Feb. 15. benefit from tokenizing “abundance assets,” Solar, energy-storing batteries and robots to replace labor are examples. By 2050, he expects these assets to total $50 trillion.
Kulechov initially launched Aave under the ETHLend brand in November 2017, before switching to Aave by September 2018. The company is now called Aave. secures Over $27.2 billion total locked value enables users to earn interest on deposits Borrow instantly with crypto collateral
Aave is a prominent leader in several DeFi lending platforms TVL includes Morpho JustLend SparkLend Maple Kamin Lend Compound Finance. Together, they hold over $1 Billion in locked value.
Aave generated more than $83.3 Million in fees during the past 30 days. This is nearly four times as much revenue as its nearest competitor, Morpho.
Curve founder urges DeFi to ditch tokens for real revenue
According to Curve Finance’s founder Michael Egorov, Decentralized Finance (DeFi), can no longer depend on token inflationary incentives to sustain its growth.
Egorov told Cointelegraph in an interview that protocols should generate revenue, not just emissions.
“Your yield should come from revenues, not from tokens,” Egorov spoke to Cointelegraph. “You need real revenues flowing.” He said that, if the token “is not doing something, maybe it’s better for you to not do token at all.”
Egorov contrasted current climate with previous environment “DeFi summer” In 2020, triple-digit annual percentage rates and 1,000% were used to attract capital for new protocols. He stated that at the same time, tokens prices were driven by speculative rates and boot-strapped. total value locked (TVL) Protocols are available.
“Right now, news doesn’t change prices of tokens anymore,” The user has a right to privacy, the author told Cointelegraph. “re-evaluated the risks.”
His remarks came at a time when DeFi’s TVL had fallen by about 38% during the past six-month period, according to DefiLlama. The analytics platform provides data. shows TVL fell from $158 billion in August 2025 to around $98 billion Monday.
Market overview of DeFi
The data collected from Cointelegraph Markets Pro TradingView shows that most of the top 100 cryptocurrencies in terms of market capitalization have ended this week on the positive side.
Pippin (PIPPIN), the token that topped the list of the 100 most popular tokens in terms of gains, rose by over 55%, while Decred (DCR), the token that ranked second, gained more than 44%.
Thank you for reading this summary of the most important DeFi news from last week. Next Friday, we’ll be back with more information and stories about this rapidly advancing field.
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Source: cointelegraph.com
