ZIL (Zilliqa) up 25.78% in the last 24 hours

AI is draining crypto liquidity? Wintermute warns: capital rotation is reshaping Bitcoin and the crypto market

February 11 News, crypto market maker Wintermute pointed out in its latest market commentary that the AI investment boom has been ongoing for several months, drawing away available global funds and weakening the growth momentum of Bitcoin and the entire cryptocurrency market. The organization believes that if AI-related trading continues to dominate capital, digital assets may find it difficult to outperform other risk assets in the medium term. Wintermute stated that the current market is experiencing a clear sector rotation, with funds flowing heavily into AI stocks, which has compressed the liquidity available for inflows into the crypto space. Over the past year, driven by demand for chips, cloud computing, and automation, many leading AI companies saw stock price increases of over 200%, attracting significant institutional allocations. In contrast, Bitcoin and mainstream crypto assets, while still above the lows of the previous cycle, have lagged significantly behind the AI sector in terms of gains.

US Jobs and CPI Storms Are Coming: Where Will Bitcoin Price Go Under the Shadow of the Government Shutdown?

On February 11, Bitcoin prices slightly retreated but remained around $66,000, with the market holding its breath as it awaits guidance from several key macroeconomic data points, including the latest U.S. employment report, Consumer Price Index (CPI), and the potential risk of a government shutdown. Ethereum also came under pressure, with prices still below $2,000, reflecting a generally weak risk appetite in the crypto market. The current total market capitalization of digital assets is approximately $2.29 trillion, down about 2.5% over the past 24 hours. In the United States, the delayed January employment report will disclose non-farm payrolls, unemployment rate, and wage inflation, which are considered important indicators for assessing the economic start in 2026. Previously, in December, about 50,000 new jobs were added, and the unemployment rate dropped to 4.4%. Economists expect January's new job additions to rebound to 55,000, with the unemployment rate likely remaining unchanged. Tariff policies, immigration restrictions, and the accelerated replacement of traditional jobs by artificial intelligence are seen as the main variables disrupting the labor market.

Shiba Inu Price Forecast for Feb 11: Analyst Targets $0.00002 as SHIB Struggles Below 20-Day SMA

Shiba Inu (SHIB) is currently under pressure, trading at $0.000005845, down 2.1% in 24 hours amidst strong selling. Despite relative strength against Bitcoin and Ethereum, SHIB has declined significantly over the past weeks. Immediate support is noted at $0.0000054112, with potential long-term recovery targets set between $0.00002 and $0.00003.

USDT Market Cap Experiences Negative Growth for the First Time in Two Years: Does the Fluctuation in Stablecoins Signal a Mid-term Shift for Bitcoin?

February 11 News, as the largest stablecoin by market capitalization, USDT has recently shown rare signals. Its market cap growth, after expanding for two consecutive years, has turned negative for the first time, sparking market concerns about a weakening mid-term trend. Multiple on-chain indicators show that changes in stablecoin supply are becoming a key reference for measuring risk appetite and liquidity in the crypto market. Data shows that the 60-day moving average of USDT market cap change, as reported by CryptoQuant, turned negative in February. The last time a similar situation occurred was in the third quarter of 2023. Historical charts indicate that when USDT supply continues to grow, new liquidity often flows into crypto assets; when the growth rate is negative, it suggests funds are more inclined to withdraw from the market rather than wait for a rebound. Analyst Crypto Tice pointed out that a contraction in purchasing power weakens downside support, making short-term rebounds more susceptible to selling pressure.

ZEC plummets 25% but still "holding on": Why do Zcash miners and users continue to bet on the privacy coin?

February 11 News, privacy cryptocurrency Zcash (ZEC) continues to weaken amid rising market risk aversion, with a decline of over 25% this month. In January, ZEC plummeted more than 41%, continuing its downward trend since 2026. As of press time, ZEC is priced at approximately $227.22, down another 4.29% in the past 24 hours. Looking back at its trend, ZEC once surged over 440% in October 2025 against the trend, becoming one of the few strong assets at that time. Despite volatile fluctuations in November and December, it ultimately closed slightly higher. However, after entering 2026, global risk assets came under pressure, coupled with rumors of Electric Coin Company (ECC) parting ways with Bootstrap, which significantly cooled market sentiment and led to continuous selling pressure on ZEC.