This week’s headlines include Franklin Templeton’s entry into the Ether ETF race, Ripple’s new custody deal, Bakkt’s sale of securities and CoinShares’ Q4 earnings.

Bloomberg analysts Eric Balchunas and James Seyffart stated on social media that VanEck has submitted a revised S-1A filing for its Ethereum spot ETF, while ARK/21Shares has submitted a new 19b-4 filing and a series of new analytical explanations for its Ethereum spot ETF.

Ryan Watkins, co-founder of Syncracy Capital and former analyst at Messari, stated in a post on X platform that the net inflow of Bitcoin spot ETFs has begun to show a parabolic trend. Since February 8th, the average daily inflow of (Bitcoin spot) ETFs has exceeded $500 million, with an increase of more than $2 billion in the past four days.

According to BitMEX Research data, the net inflow of Bitcoin spot ETF on February 13 was 631 million US dollars. Among them, the net inflow of Belaid's IBIT was 493.1 million US dollars, and the net outflow of Grayscale GBTC was 72.8 million US dollars.

According to a report sent to clients by analysts Gautam Chhugani and Mahika Sapra, Bitcoin's best days are yet to come, and the ETF-led Bitcoin market will see the expected FOMO rebound. AllianceBernstein analysts said the market quickly priced in the new ETF, but has not yet considered the level of ETF inflows or the supply tightening that will come with the upcoming Bitcoin halving. With increasing demand and expected supply reduction, investors may soon seek to cash in on Bitcoin, fearing the potential for lucrative returns from FOMO. Analysts point out that most of the funds flowing into the new ETF come from retail investors, especially Bitcoin "believers," who have found ways to deposit Bitcoin into their brokerage accounts. They note that retail interest in this category is still well below the rebound of 2017 and 2021, but they say more funds may still flow into this category.

According to Farside Investors, the net capital inflow of the 16th trading day of the US Bitcoin spot ETF was about $79 million. Among them, Grayscale GBTC had a capital outflow of $145 million, BlackRock IBIT had a capital inflow of $106 million, Fidelity FBTC had a net capital inflow of $79 million, Bitwise's BITB had a net capital inflow of $11 million, Ark21 Shares' ARKB had a net capital inflow of $23 million, Franklin's EZBC had a net capital inflow of $2 million, VanEck's HODL had a net capital inflow of $2 million, and WisdomTree's BTCW had a net capital inflow of $1 million.

Nate Geraci, the President of ETFStore, posted on social media that three of the world's top five ETF issuers have yet to involve themselves in physically-backed Bitcoin ETFs. These three issuers are Vanguard, State Street, and Schwab. Vanguard may not be interested in Bitcoin as the company has not even launched a physically-backed gold ETF. Schwab plans to launch a Bitcoin ETF at a suitable time in the future, while State Street has made a "huge tactical error."

Investment management company AdvisorShares has disclosed information on new strategies and risks to the US Securities and Exchange Commission (SEC), allowing AdvisorShares Gerber Kawasaki ETF to invest up to 5% of its ETF assets in other Bitcoin ETFs.

According to data provided by Morningstar, the spot Bitcoin ETF iShares Bitcoin Trust ETF (IBIT) and Fidelity Wise Origin Bitcoin ETF (FBTC) ranked among the top ten ETFs in terms of inflows in January.

1.Stellar Foundation recommends postponing smart contract upgrades after discovering bug2.Pudgy Penguins: The beta version of IP authorization platform OverpassIP is now online3.OSL has partnered with global insurance and reinsurance company Canopius to secure a new two-year custody insurance agreement4.After the spot Bitcoin ETF was approved, Bitcoin’s market capitalization dominance increased to 49.8%, while the share of altcoins and stablecoins fell.5.Linea: Linea Voyage XP tokens will be airdropped to qualified user wallets6.Google’s cryptocurrency-related advertising policy will be revised on January 29 and may cover Bitcoin ETF advertising7.Analyst: Charles Schwab may be interested in joining the spot Bitcoin ETF race8.The trading volume of DEX on the Ethereum chain yesterday was US$734 million, a decrease of approximately 43% from the previous day.9.Data: SOL/BTC ratio has grown 290% since October 202310.CFTC urges investors to be wary of AI-created crypto asset arbitrage algorithms