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Project Overview
Bitfinex is a cryptocurrency exchange founded in 2012. It provides advanced trading features, charting tools, access to peer-to-peer (P2P) financing, an OTC market, and margin trading for a wide selection of digital assets and derivatives trading. Bitfinex's strategy focuses on delivering the best crypto trading experience for professional traders and liquidity providers worldwide through cutting-edge technology.
Alkemya Metacore Completes $50 Million Pre-IPO Funding Round, Led by Gumi Cryptos Capital
: This funding round was led by Gumi Cryptos Capital, with participation from institutions including Maven 11, Metalayer, Joint Effects, and Tribe Capital. Alkemya Metacore primarily holds approximately 7 million meters of ultra-high-purity nickel wire with a purity of 99.99% and a diameter of 0.025 mm. This asset has been independently verified with an estimated value of approximately $1.64 billion and is currently held in institutional custody in Lugano, Switzerland. The company plans to process the nickel wire into engineered mesh products for applications such as electromagnetic shielding, aerospace and defense, marine and desalination, power and industrial, semiconductors, green hydrogen, and precious metal recovery. It also aims to raise additional funds by issuing tokenized equity in the form of ALKN tokens. ALKN is issued by Alkemya Metacore SCSp in Luxembourg and is planned to be traded on regulated platforms such as Bitfinex Securities. The new issuance price is set at $1 per token, targeting institutional and professional investors, with the offering deadline set for October 15. Under the revenue distribution mechanism, investor capital will receive priority full repayment, along with a preferred return of 6% compounded annually. Profits from commercial operations will be split between token holders and partners on an 80:20 basis.
Bitfinex Securities Lists 5 Tokenized Notes, Offering Exposure to Bitcoin Treasury Companies Including Strategy and Metaplanet
Odaily News - Bitfinex Securities, the tokenized investment platform under crypto exchange Bitfinex, has listed 5 tokenized notes, providing eligible investors with economic exposure to bitcoin treasury companies such as Strategy, Metaplanet, H100 Group, and Capital B. The platform has also listed Strategy's floating-rate perpetual preferred stock, STRC.The aforementioned notes are issued through the Luxembourg-based ORO (II) fund and managed by SICOS Securities. The underlying securities are held in custody by regulated financial institutions but do not grant investors direct ownership of shares in the corresponding companies. The products allow fractional investments starting from approximately $1 and support trading in USD, USDT, and Bitcoin, and are only available to eligible non-US investors.Bitfinex Securities stated that this marks the first time such products are available for secondary trading on a regulated tokenized securities exchange. Following the completion of a $50 million tokenized fundraising round for metals company Alkemya in August this year, the platform's total listed assets have surpassed $500 million. (Cointelegraph)
Bitfinex Analysis: BTC Breaks Below Key Support, ETFs See Single-Day Net Outflow of $450 Million
According to Bitfinex Alpha, Bitcoin broke below the key support level of $77,100 on September 15, closing at $75,702 with a daily decline of 3.2%, marking its third consecutive closing lower after breaking through the recent range bottom. On that day, US spot Bitcoin ETFs recorded a net outflow of $450.4 million, with Fidelity FBTC seeing an outflow of $214.8 million and BlackRock IBIT recording an outflow of $161.7 million, accounting for 84% of total outflows. This marks the 14th-largest single-day net outflow in 2026. The downturn was driven by multiple factors: the failure of the CLARITY Act to advance, the 10-year US Treasury yield rising to 5% (for the first time since 2023), accelerated selling by short-term holders (exchange inflows surged sharply from 19,400 BTC to 33,100 BTC, of which 23,200 BTC were acquired at a loss), and foreign demand dropping to a historic low during the 20-year US Treasury auction. From a technical standpoint, BTC has fallen below the market average value of $76,500 and Strategy's average holding price of $75,412, leaving the average holder currently underwater. If the downtrend continues, key support levels below are $73,500 (cost basis for 3-6 month holders) and $71,300 (realized price for short-term holders). A rebound requires reclaiming $77,100 backed by significant spot trading volume.
Analysis: Bitcoin Selling Pressure Nears One-Year Low, Macro Risks May Limit Rebound
Odaily reports: According to the latest Bitfinex Alpha report, rising energy costs, higher real yields, and weakening consumer confidence have made the macroeconomic environment more complex. Whether BTC can break out of its current range still depends on the Federal Reserve's policy guidance and the subsequent trajectory of real yields and energy prices.Bitcoin has recently remained within a range of approximately 5.5% for more than 24 consecutive trading days, with the cost basis of roughly 840,000 BTC located within this range. As profit-taking has slowed notably, the seller risk ratio has dropped to 7 basis points, one of the lowest levels over the past year, though insufficient buying pressure continues to limit a breakout. Meanwhile, leverage is accumulating at both the upper and lower boundaries of the range, with approximately $1.95 billion in short liquidation risk concentrated near $82,000, while larger long positions exist in the $75,000 to $76,000 range, potentially amplifying price volatility following the Federal Reserve's interest rate decision.
Bitcoin remains stuck in the $80,000 consolidation range, with rising rate hike expectations capping upside potential
Odaily News - According to the Bitfinex Alpha analysis report, August employment data has reinforced expectations of a Fed rate hike in September. The market now estimates the probability of a 25-basis-point hike on September 16 at approximately 60%. However, Bitcoin remains near $80,000, with US spot Bitcoin ETFs recording net inflows of approximately $986.7 million last week.Data shows that US non-farm payrolls increased by 162,000 in August, while the unemployment rate held steady at 4.1%. The manufacturing PMI rose to 54.6, indicating that the economy has not shown signs of a sharp slowdown. Nevertheless, input costs remain elevated, and inflationary pressures have shifted market policy discussions back toward rate hikes.Meanwhile, US Treasury yields continue to weigh on risk assets, with the 2-year yield climbing to 4.37% and the 30-year yield holding at a high of 5.24%. Bitfinex notes that Bitcoin has encountered resistance near $82,000 recently and remains range-bound between approximately $77,200 and $82,100.Bitfinex believes that sustained ETF inflows and growth in stablecoin supply are providing support for Bitcoin, but Fed policy expectations and elevated Treasury yields are limiting upside potential. If this week's inflation data comes in below expectations, the market may once again price in a pause in rate hikes for September; conversely, persistent inflationary pressures could further strengthen rate hike expectations. Until a breakout from the current consolidation range occurs, Bitcoin is more likely to maintain a relatively strong sideways trend rather than confirming the start of a new upward rally.
Alkemya Metacore Completes $50 Million Pre-IPO Funding Round, Led by Gumi Cryptos Capital
: This funding round was led by Gumi Cryptos Capital, with participation from institutions including Maven 11, Metalayer, Joint Effects, and Tribe Capital. Alkemya Metacore primarily holds approximately 7 million meters of ultra-high-purity nickel wire with a purity of 99.99% and a diameter of 0.025 mm. This asset has been independently verified with an estimated value of approximately $1.64 billion and is currently held in institutional custody in Lugano, Switzerland. The company plans to process the nickel wire into engineered mesh products for applications such as electromagnetic shielding, aerospace and defense, marine and desalination, power and industrial, semiconductors, green hydrogen, and precious metal recovery. It also aims to raise additional funds by issuing tokenized equity in the form of ALKN tokens. ALKN is issued by Alkemya Metacore SCSp in Luxembourg and is planned to be traded on regulated platforms such as Bitfinex Securities. The new issuance price is set at $1 per token, targeting institutional and professional investors, with the offering deadline set for October 15. Under the revenue distribution mechanism, investor capital will receive priority full repayment, along with a preferred return of 6% compounded annually. Profits from commercial operations will be split between token holders and partners on an 80:20 basis.
Bitfinex Securities launches five tokenized notes tied to Bitcoin treasury companies such as Strategy and Metaplanet
According to Cointelegraph, Bitfinex Securities has announced the launch of five tokenized notes tracking the equity performance of Strategy, Metaplanet, Swedish H100 Group, French Capital B, as well as Strategy's variable-rate perpetual preferred shares, STRC. The notes are issued through the Luxembourg-based ORO II fund, backed by underlying securities held in custody by regulated financial institutions, but do not grant investors direct ownership of the corresponding company shares. The products support trading priced in USD, USDT, and BTC, with a minimum investment of approximately $1, and are exclusively available to qualified non-U.S. investors. Bitfinex Securities stated that this marks the first time such products have been traded on the secondary market within a regulated tokenized securities exchange, with the total value of listed assets on the platform now exceeding $500 million.
Bitfinex Securities Lists 5 Tokenized Notes, Offering Exposure to Bitcoin Treasury Companies Including Strategy and Metaplanet
Odaily News - Bitfinex Securities, the tokenized investment platform under crypto exchange Bitfinex, has listed 5 tokenized notes, providing eligible investors with economic exposure to bitcoin treasury companies such as Strategy, Metaplanet, H100 Group, and Capital B. The platform has also listed Strategy's floating-rate perpetual preferred stock, STRC.The aforementioned notes are issued through the Luxembourg-based ORO (II) fund and managed by SICOS Securities. The underlying securities are held in custody by regulated financial institutions but do not grant investors direct ownership of shares in the corresponding companies. The products allow fractional investments starting from approximately $1 and support trading in USD, USDT, and Bitcoin, and are only available to eligible non-US investors.Bitfinex Securities stated that this marks the first time such products are available for secondary trading on a regulated tokenized securities exchange. Following the completion of a $50 million tokenized fundraising round for metals company Alkemya in August this year, the platform's total listed assets have surpassed $500 million. (Cointelegraph)
Realized a profit of $72.83 million, an ETH whale that held for 3 years takes profit on 30,825 ETH
Odaily News: According to on-chain analyst Yu Jin's monitoring, a whale/institution that had held ETH for 3 years continued to take profit on 30,825 ETH (approximately $83.03 million) 9 hours ago. Over the past week, this address has transferred a cumulative total of 112,053 ETH to Bitfinex, worth approximately $300 million, with an average transfer price of $2,676, realizing a profit of approximately $72.83 million.
Analysis: Recent BTC Holder Realized Profits Far Below Historical Peak Daily Average of $7–10 Billion
Odaily reports: Bitcoin has risen 44% this quarter to nearly $85,000, with some holders beginning to take profits. Bitfinex data shows that recent BTC holders have realized cumulative profits of approximately $2.4 billion, while during historical market tops, single-day realized profits typically reached $7–10 billion. Meanwhile, U.S. spot Bitcoin ETFs have seen cumulative net inflows of $2.84 billion over the past 6 trading days, exceeding holder realized profits during the same period, with cumulative net inflows approaching $800 million year-to-date. Bitfinex also noted that approximately 410,000 ETH flowed out of exchanges over the past month, and U.S. spot Ethereum ETFs attracted a cumulative $680 million over 4 consecutive trading days, indicating that strong capital support remains in the recent market. (CoinDesk)
After holding ETH for 3 years, a whale/institution took profit, selling 81,200 ETH over two days for a gain of $52.07 million
Odaily News: According to on-chain analyst Yu Jin's monitoring, after ETH rose today, a whale/institution transferred 48,048 ETH to Bitfinex about half an hour ago, worth $130 million. This entity accumulated 124,021 ETH three years ago at a price of $2,028, and over the past two days took profit on 81,228 ETH at a price of $2,669, for a cumulative gain of $52.07 million.
Long-term whale deposits 33,000 ETH on Bitfinex after over two years of inactivity, holding an unrealized profit of approximately $20.48 million.
According to on-chain analytics platform Lookonchain (@lookonchain), two wallet addresses suspected to belong to the same entity deposited 33,180 ETH into Bitfinex today after being dormant for over two years, valued at approximately $86.93 million, with an estimated profit of about $20.48 million.
Peak unrealized gain of $89.145 million still held, suspected whale transfers in $86.93 million worth of ETH
Odaily reports: According to on-chain analyst Ai Yi's monitoring, two addresses suspected to belong to the same whale entity withdrew 33,180.48 ETH from Bitfinex at an average price of $2,002.75 in November 2023, with peak unrealized gains reaching $89.145 million, and continued holding during that period. Five hours ago, both addresses deposited all ETH into an exchange at a deposit price of $2,620; if sold, the estimated profit would be $20.481 million.
An ETH whale holding tokens for three years recorded an unrealized profit of $66.45 million and partially took profits today.
According to on-chain analyst Ember (@EmberCN), a whale or institution withdrew 112,066 ETH (approximately $227 million) from Bitfinex three years ago at an average price of $2,030 and held them long-term. As ETH surpassed $2,600 today, the address transferred 21,229 ETH (approximately $55.93 million) back to Bitfinex two hours ago to partially take profit, accumulating an unrealized gain of $66.45 million over the three-year holding period, representing an increase of approximately 29%.
US Government Transfers 296,700 USDT to Coinbase Prime
The U.S. government has just transferred seized funds related to the Bitfinex hack case, with 296,710 USDT moved to Coinbase Prime, possibly for OTC sale.
The U.S. government transferred Bitcoin worth $606,470 to Coinbase Prime.
Arkham monitoring shows that a U.S. government address has just transferred $606,470 worth of Bitcoin to Coinbase Prime. This Bitcoin was previously seized by the U.S. government from Ilya Lichtenstein, the Bitfinex hacker. It remains unclear whether this batch of stolen Bitcoin will be sold on Coinbase.
The U.S. government deposited 8.2 BTC into Coinbase Prime, valued at approximately $606,000.
According to on-chain analytics platform Lookonchain (@lookonchain), the U.S. government deposited 8.2 BTC (approximately $606,000) into Coinbase Prime; these funds originated from assets previously seized in connection with the Bitfinex hack.
Space Network Signs $50 Million Satellite Network Agreement with Philippine HQ Company
According to official disclosures from Spacecoin, Space Network has formally signed a $50 million binding booking agreement with Philippine infrastructure company HQ Company International Holdings to provide decentralized satellite communication services to the Philippines via the Freeport Low Earth Orbit (LEO) satellite network. Yongsoo Samuel Cho, CEO of HQ Company, is the grandson-in-law of former Philippine President Fidel Ramos, bringing extensive local resources and cross-border investment experience. Under the agreement, Space Network will be responsible for providing network access, hardware, and software technical support, while HQ Company will handle local commercial operations, spectrum licensing, and customer acquisition.
Bitfinex Securities launches five tokenized notes tied to Bitcoin treasury companies such as Strategy and Metaplanet
According to Cointelegraph, Bitfinex Securities has announced the launch of five tokenized notes tracking the equity performance of Strategy, Metaplanet, Swedish H100 Group, French Capital B, as well as Strategy's variable-rate perpetual preferred shares, STRC. The notes are issued through the Luxembourg-based ORO II fund, backed by underlying securities held in custody by regulated financial institutions, but do not grant investors direct ownership of the corresponding company shares. The products support trading priced in USD, USDT, and BTC, with a minimum investment of approximately $1, and are exclusively available to qualified non-U.S. investors. Bitfinex Securities stated that this marks the first time such products have been traded on the secondary market within a regulated tokenized securities exchange, with the total value of listed assets on the platform now exceeding $500 million.
Bitfinex Securities Lists 5 Tokenized Notes, Offering Exposure to Bitcoin Treasury Companies Including Strategy and Metaplanet
Odaily News - Bitfinex Securities, the tokenized investment platform under crypto exchange Bitfinex, has listed 5 tokenized notes, providing eligible investors with economic exposure to bitcoin treasury companies such as Strategy, Metaplanet, H100 Group, and Capital B. The platform has also listed Strategy's floating-rate perpetual preferred stock, STRC.The aforementioned notes are issued through the Luxembourg-based ORO (II) fund and managed by SICOS Securities. The underlying securities are held in custody by regulated financial institutions but do not grant investors direct ownership of shares in the corresponding companies. The products allow fractional investments starting from approximately $1 and support trading in USD, USDT, and Bitcoin, and are only available to eligible non-US investors.Bitfinex Securities stated that this marks the first time such products are available for secondary trading on a regulated tokenized securities exchange. Following the completion of a $50 million tokenized fundraising round for metals company Alkemya in August this year, the platform's total listed assets have surpassed $500 million. (Cointelegraph)
Alkemya Metacore Plans to Raise $50 Million Through Tokenization to Advance Tokenized Nickel Trading Business
Odaily News: Alkemya Metacore is preparing to issue a new security, ALKN, linked to its inventory of high-purity nickel wire, with plans to raise $50 million through tokenization. The related inventory is valued at $1.6 billion, approximately 7 million meters, and is currently stored in Switzerland. The nickel wire is primarily used in semiconductors, aerospace, and defense sectors. The raised funds will be used to support its operating subsidiary, Green Transitional Metals, in the research, development, and commercialization of nickel products in areas such as electromagnetic shielding, aerospace and defense, semiconductors, power industry systems, green hydrogen, and precious metal recycling. Bitfinex Securities will facilitate the listing of ALKN, with the initial subscription for qualified investors open until October 15. This product is described as one of the world's first tokenized nickel products and the first tokenized commodity issuance under El Salvador's digital asset regulatory framework.
Bitfinex: Stablecoin Supply Has Not Recovered, BTC Rebound Lacks Capital Support
Bitfinex noted that the S&P 500 Index continues to hit record highs, while Bitcoin still hovers around $64,000. The stock rally is primarily driven by expectations of interest rate cuts, but Bitcoin relies more heavily on actual liquidity support. Since mid-May, stablecoin supply has decreased by $14 billion; before stablecoin supply resumes growth, Bitcoin's rebound still lacks funding support.
Analysis: Bitcoin Releases Late-Bear Market Signals, Liquidity Return May Trigger Next Round of Volatility
Odaily News Bitfinex's latest report indicates that Bitcoin (BTC) has been fluctuating within a narrow range recently, with volatility, trading activity, and market liquidity all compressed to levels similar to those seen at the end of a bear market.Currently, Bitcoin's price remains above the "Median Realised Price" of around $63,200, while the key level for short-term holders (STH) to achieve overall profitability stands at $67,176. Meanwhile, market demand is weakening: U.S. spot Bitcoin ETFs recorded net outflows of approximately $385 million last week, corporate Bitcoin reserve-related activity has turned negative, spot trading volume has fallen to multi-year lows, and Bitcoin transfer speed has dropped to its lowest level in seven years.Bitfinex stated that in the current extremely thin liquidity environment, even slight changes in capital flows could trigger significant Bitcoin price fluctuations. At the same time, weak retail activity, declining real income, and deteriorating consumer confidence indicate that U.S. household demand is under pressure. Bitfinex noted that the current market shows a clear divergence: accommodative financial conditions are driving traditional risk assets higher, but the crypto market has not yet received corresponding capital inflows.Bitfinex believes that the core market question has shifted from "whether monetary policy will improve" to "whether improved liquidity can translate into capital inflows for crypto assets." If Bitcoin spot ETFs resume sustained net inflows in the future, coupled with stablecoin supply expansion, this would signal a restart of the crypto market's liquidity transmission mechanism and could become a key catalyst for BTC breaking out of its prolonged low-volatility state.Before capital returns, although the macro environment is gradually improving, the crypto market's upside still lacks capital support. However, given that market participation has dropped to extremely low levels and BTC continues to hold key realized price support levels, once liquidity re-enters the market, it could trigger violent fluctuations. The current structure leans toward an upward breakout once demand recovers.
Related news
Space Network Signs $50 Million Satellite Network Agreement with Philippine HQ Company
According to official disclosures from Spacecoin, Space Network has formally signed a $50 million binding booking agreement with Philippine infrastructure company HQ Company International Holdings to provide decentralized satellite communication services to the Philippines via the Freeport Low Earth Orbit (LEO) satellite network. Yongsoo Samuel Cho, CEO of HQ Company, is the grandson-in-law of former Philippine President Fidel Ramos, bringing extensive local resources and cross-border investment experience. Under the agreement, Space Network will be responsible for providing network access, hardware, and software technical support, while HQ Company will handle local commercial operations, spectrum licensing, and customer acquisition.
Realized a profit of $72.83 million, an ETH whale that held for 3 years takes profit on 30,825 ETH
Odaily News: According to on-chain analyst Yu Jin's monitoring, a whale/institution that had held ETH for 3 years continued to take profit on 30,825 ETH (approximately $83.03 million) 9 hours ago. Over the past week, this address has transferred a cumulative total of 112,053 ETH to Bitfinex, worth approximately $300 million, with an average transfer price of $2,676, realizing a profit of approximately $72.83 million.
U.S. Authorities Freeze Accounts of Payment Company Linked to Tether and Bitfinex
The U.S. Department of Justice froze an account containing approximately $84 million belonging to a Montana-based payments company, accusing it of processing noncompliant transfers; Tether responded that it only maintains limited business dealings with the bank and had no knowledge of the alleged violations.
Analysis: Recent BTC Holder Realized Profits Far Below Historical Peak Daily Average of $7–10 Billion
Odaily reports: Bitcoin has risen 44% this quarter to nearly $85,000, with some holders beginning to take profits. Bitfinex data shows that recent BTC holders have realized cumulative profits of approximately $2.4 billion, while during historical market tops, single-day realized profits typically reached $7–10 billion. Meanwhile, U.S. spot Bitcoin ETFs have seen cumulative net inflows of $2.84 billion over the past 6 trading days, exceeding holder realized profits during the same period, with cumulative net inflows approaching $800 million year-to-date. Bitfinex also noted that approximately 410,000 ETH flowed out of exchanges over the past month, and U.S. spot Ethereum ETFs attracted a cumulative $680 million over 4 consecutive trading days, indicating that strong capital support remains in the recent market. (CoinDesk)
After holding ETH for 3 years, a whale/institution took profit, selling 81,200 ETH over two days for a gain of $52.07 million
Odaily News: According to on-chain analyst Yu Jin's monitoring, after ETH rose today, a whale/institution transferred 48,048 ETH to Bitfinex about half an hour ago, worth $130 million. This entity accumulated 124,021 ETH three years ago at a price of $2,028, and over the past two days took profit on 81,228 ETH at a price of $2,669, for a cumulative gain of $52.07 million.
After more than 2 years of inactivity, 4 addresses deposited $131 million worth of ETH to Bitfinex
according to Lookonchain monitoring, another 4 addresses that had been inactive for over 2 years deposited 48,000 ETH worth $131 million to Bitfinex.