美国俄亥俄州教师退休基金披露增持 12,453 股 Strategy 股票，截至目前共持有 87,689 股 Strategy 公司股票，价值约合 1100 万美元。（BitcoinTreasuries）

Coinbase 首席法务官 Paul Grewal 在 X 平台表示美国国会已授予美国商品期货交易委员会（CFTC）对相关预测市场合约上线的专属管辖权，最新消息是内华达州联邦法院听证会已安排在下周举行，他同时对相关法院的处理工作表示感谢。Paul Grewa 此前表示，内华达州监管机构试图单方面在未给予 Coinbase 申辩机会的情况下阻止上线任何预测市场事件类合约，而正当程序至少应拥有获得听证的机会。

Global markets experienced mixed reactions following a significant selloff in the technology sector. Wall Street Journal (Markets) posted on X, highlighting the impact of the tech downturn on various indices. The Nasdaq Composite saw a notable decline, driven by losses in major tech stocks, while the S&P 500 and Dow Jones Industrial Average showed more resilience. In the cryptocurrency market, Bitcoin reached its lowest point in 16 months, reflecting broader market volatility. Analysts suggest that investor sentiment is being influenced by concerns over inflation and potential interest rate hikes by central banks. The tech sector's performance has been under scrutiny as companies face challenges related to supply chain disruptions and regulatory pressures. Investors are closely monitoring economic indicators and geopolitical developments that could further impact market dynamics. Despite the tech selloff, some sectors showed positive movement, with energy stocks benefiting from rising oil prices. Market participants are advised to remain cautious as uncertainties persist in both traditional and digital asset markets.

在宣布从 Multicoin Capital 退出后，Kyle Samani 在 X 平台密集回应社区关注，Dragonfly 管理合伙人 Haseeb 称其离开就像乔丹离开公牛队，对此 Kyle Samani 回应称“不会再回公牛队”暗示自己不会再回归 Multicoin Capital，此外他还表示将支持 Solana 快速发展，并称以太坊除了稳定币之外在 RWA 方面并没有明显优势，相反 Solana 在支付、应用和 DePIN 等领域已取得较大领先。

Key takeaways U. S. source: https://coindoo.com/congress-targets-wlfi-in-new-probe-over-uae-linked-investment-claims/

Investor Cathie Wood is amassing crypto stocks amid a downturn that saw Bitcoin (BTC) plunge to its lowest price since 2024. Ark Invest’s trade disclosures show Wood’s funds bought additional shares in crypto-related firms as Bitcoin dips below $80,000. The company now holds $3 source: https://dailyhodl.com/2026/02/05/ark-invest-bets-60900000-on-seven-crypto-related-stocks-as-bitcoin-price-falters/

Analysts see routine treasury management as Bhutan moves Bitcoin to a market maker while the crypto trades 44% below its all-time high. source: https://decrypt.co/357036/bhutan-transfers-22m-in-bitcoin-amid-market-downturn

What to Know: XRP wallet addresses are increasing despite a 49% price drop, signaling strong long-term accumulation and network utility. Market focus is shifting toward infrastructure projects that solve liquidity fragmentation and cross-chain execution issues. LiquidChain unifies Bitcoin, Ethereum, and Solana liquidity, eliminating the need for risky bridges and wrapped assets. Smart money is rotating into early-stage utility, with over $526k already raised for the new L3 protocol source: https://www.newsbtc.com/news/xrp-wallets-grow-price-dump-liquid-presale/

null source: https://x.com/CoinMarketCap/status/2019351567552413737

The narrative surrounding Ripple ($XRP) has finally shifted from “legal survival” to institutional integration. Yet, the price action remains stubbornly decoupled from the headlines. Even with regulatory clarity from recent SEC victories, the token is stuck in a consolidation range that’s actively frustrating holders. They expected a parabolic run; they got sideways chops source: https://www.newsbtc.com/news/ripple/xrp-price-prediction-for-2026-institutional-stagnation-pushes-smart-capital-toward-high-beta-altcoins/

Vitalik：我个人很喜欢很多可以称为「应用链」（app chains）的东西

Silver suffered a brutal collapse, falling more than 17% in just 24 hours and wiping out a short-lived rebound as selling pressure spilled across global markets.

Malwarebytes is now available inside ChatGPT, letting users check if messages, emails, links, or phone numbers are scams. The tool uses real threat data to give fast, clear guidance and help people stay safe online.

MULTICOIN CAPITAL,Web3愿景幻灭？行业OG、Multicoin联创辞任Multicoin 金色财经,加密大跌，OG离去。

Claude,人工智能,Claude智能体压垮华尔街 近万亿刀市值蒸发 金色财经,AI 在代替人类之前，先要替代一大波软件？

随着 RWA 进入规模化发行阶段，市场逐步发现，资产是否能够上链已不再是核心问题。

Tether has scaled back plans to raise up to $20 billion, with advisers now exploring a smaller raise of around $5 billion after investors pushed back on its $500 billion valuation. The company said the higher figure was never a target and highlighted that it made about $10 billion in profit last year, reducing the need for external funding.

如果你要做全球性网络，你最终要解决的不是性能，而是信任。

当前的加密市场参与度远不如前，加密资产抛压严重，美国政策走向扑朔迷离……业内人士预测BTC价格最低跌到4万美元。

While the broader crypto market sinks deeper into pessimism, XRP is emerging as a rare sentiment outlier, showing signs of resilience even as traders turn sharply bearish on Bitcoin and Ethereum.