据 Onchain Lens 监测，某巨鲸今日向币安存入 15,001 枚 ETH，价值 3457 万美元，用于偿还贷款。过去 2 天内，该巨鲸累计向币安存入 121,185 枚 ETH，总价值 2.92 亿美元。

据 GMGN 行情数据，Base 生态代币 KellyClaude 日内涨幅一度超过 200%，市值短时拉升突破 800 万美元，当前回落至约 600 万美元附近。Odaily 提醒用户，Meme 币价格波动较大，投资者请注意风险。

据官方消息，Coinbase 上 ZAMA 永续合约交易将于 2026 年 2 月 2 日正式上线。在交易支持的地区，如果流动性条件满足，ZAMA-PERP 市场将于 UTC 时间 15:00 或之后开始开放。部分地区的零售交易者可通过 Coinbase Advanced 平台进行永续期货交易。部分地区的机构投资者可通过 Coinbase International Exchange 平台直接进行永续期货交易。

As of February 3, 2026, at 8:30 a.m. Eastern Time, global publicly traded companies, excluding mining firms, recorded a net purchase of $123 million in Bitcoin last week, marking a 57.6% decrease from the previous week. According to Odaily, Strategy (formerly MicroStrategy) announced on February 3 that it invested $75.3 million, a 71.4% reduction from the previous week's purchase, acquiring 855 Bitcoins at a price of $87,974 each, bringing its total holdings to 713,502 Bitcoins. Japanese company Metaplanet did not purchase Bitcoin last week, continuing a three-week streak of no acquisitions. Additionally, three other companies made Bitcoin purchases last week. Japanese food brand DayDayCook announced investments on January 28 and January 29, totaling $17.63 million, buying 100 Bitcoins at $88,130 each and another 100 at $88,170 each, increasing its total holdings to 1,783 Bitcoins. American Bitcoin purchased 416 Bitcoins on January 27, though the investment amount and purchase price remain undisclosed, bringing its total holdings to 5,843 Bitcoins. Bitcoin asset management firm Strive invested $30 million on January 28, acquiring 333.89 Bitcoins at $89,851 each, with total holdings reaching 13,131.82 Bitcoins. Metaplanet announced plans to raise approximately $135 million through third-party placement of common stock and issuance of the 25th subscription warrant, with the funds intended for increasing Bitcoin holdings. French Bitcoin company Capital B revealed a renewed €300 million ATM capital issuance plan with asset management firm TOBAM, aimed at further Bitcoin acquisitions. At the time of reporting, the total Bitcoin holdings of the global publicly traded companies, excluding mining firms, amounted to 974,140 Bitcoins, reflecting a 1.16% increase from the previous week. The current market value is approximately $76.01 billion, representing 4.9% of Bitcoin's circulating market value.

BitMine announced today that its total assets, including cryptocurrencies, cash, and potential project investments, have reached $10.7 billion. According to BlockBeats, the company increased its holdings by 41,788 ETH over the past week. As of February 1, 2026, at 6:00 PM Eastern Time, BitMine's crypto assets include 4,285,125 ETH and 193 BTC, alongside a $200 million equity investment in Beast Industries and a $20 million stake in Eightco Holdings (NASDAQ: ORBS), categorized as a 'potential project,' as well as $586 million in cash. Thomas 'Tom' Lee, Executive Chairman of BitMine, noted that the price of ETH has significantly dropped from approximately $3,000 to around $2,300 over the past month. Despite this, Ethereum's daily transaction volume has reached a record high of 2.5 million, and daily active addresses have surged to a peak of 1 million in 2026. Lee highlighted that while Ethereum's on-chain activity and fundamentals have strengthened considerably in recent months, the price of ETH has declined. This contrasts with the crypto winters of 2021-2022 and 2018-2019, where Ethereum transaction activity and active wallet numbers decreased. Lee suggests that the current weakness in ETH price is more attributable to non-fundamental factors, primarily the lingering effects of the 'October 10' event, which has delayed the return of leveraged funds to the cryptocurrency market. "In the past week, we acquired 41,788 ETH," Lee continued. "BitMine has been steadily increasing its Ethereum holdings, and given the strengthening fundamentals, we find this pullback quite attractive. In our view, the current ETH price does not reflect its high utility and its value as a core component of the future financial system."

BitMine Chair Tom Lee posted on X that several major institutions have significantly increased their holdings in BMNR. On January 29, Vanguard acquired 1.88 million shares, valued at approximately $51 million. UBS purchased 1.1 million shares, while IMC-Chicago added 1.4 million shares to their portfolios. This surge in institutional investment indicates growing confidence in BMNR's market potential.

On February 2, U.S. Treasury yields experienced a slight increase across most maturities, driven by heightened demand for safe-haven assets following a sharp decline in precious metals. According to Jin10, the nomination of Waller by U.S. President Donald Trump as the new Federal Reserve Chair last week has led the currency markets to speculate that the Federal Reserve might cut interest rates three times this year, boosting Treasury prices. Jefferies International's Chief Economist Mohit Kumar commented on Waller's hawkish stance, noting that while Waller has been critical of the Federal Reserve's balance sheet expansion, it is difficult to logically conclude that his hawkish views are the reason for Trump's favor. The market is also weighing potential adjustments Waller might make to the balance sheet, with speculation that he could swiftly initiate a reduction. Guy Stear, Head of Developed Markets Strategy at Amundi, stated that the market anticipates lower short-term rates alongside Federal Reserve control over the balance sheet, which could steepen the yield curve. The concern lies in the possibility that if long-term rates begin to rise during the curve steepening, the Federal Reserve might face pressure to expand the balance sheet.

null source: https://x.com/reutersbiz/status/2018327371955233079

Arcium has launched its mainnet Alpha version on Solana, transitioning its encrypted computing network from a test environment to early production infrastructure. According to PANews, this project aims to power encrypted capital markets on public blockchains, allowing developers to build verifiable and composable applications while keeping data fully encrypted. The first application to go live on this network, Umbra, has simultaneously launched its 'private mainnet.' It has constructed a shielded financial layer on Solana through a phased rollout, initially offering shielded transfers and encrypted exchange functions. Access will be limited initially, with 100 users allowed per week and a deposit limit of $500. The access scope and limits are expected to expand in February.

null source: https://x.com/BSCNews/status/2018326816461582397

在 AI 的加持下，我一个人 + AI，本质上就是一个完整团队。

在两个饱受制裁和内战摧残的国家，电力不再只是公共服务，而是被当作一种可以「金融出口」的硬通货。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

美国流动性紧缩是导致资产下跌的主要原因，而这一障碍即将消除。

加密市场,BTC,暴跌40%之后 加密市场还有什么底牌？ 金色财经,2026年的第一场加密风暴，比以往来得更猛烈。

加密市场,FMG市场观察：当市场陷入极度恐慌 加密资产正在被重新定价 金色财经,加密市场呈现“宽幅震荡，极度恐慌”的防御特征。

这篇文章不提供新消息，但试图把被反复讨论的旧事实，拼成一条新的因果逻辑。

BTC,如果这就是底部呢？ 金色财经,利率会如何变化？

MicroStrategy,热闹是“爱泼斯坦们”的 Saylor 只想囤币 金色财经,一个人能囤住 71 万枚比特币，是有原因的。

从全球最大稳定币发行方，到黄金市场的边际买家，Tether 正每周以吨计地吃进黄金。