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。

据官方消息，ZAMA 代币于 2026 年 2 月 2 日 13:00 UTC（北京时间 21:00）在各大交易所开放交易。符合条件的社区销售及公开拍卖参与者可于今日 12:00 UTC 开始申领代币。ZAMA 是 Zama Protocol 的实用代币，用于支付加密与解密费用，并奖励网络运营商与质押者。所有手续费将被销毁，奖励则按年度排放计划铸造。此外，公开拍卖参与者未成交的 cUSDT 退款申领同步开放，拍卖奖金将在申领开启后的数小时内直接空投至用户钱包。用户现可通过官方门户进行代币质押及跨链操作。

1. 白宫将于 2 月 3 日 2:00 召开加密货币和银行关于稳定币收益率的会议；2. 瑞银集团已将其对 Strategy 的股票持仓规模增持至 8.05 亿美元；3. Trend Research 再次向币安存入 2 万枚 ETH，已累计向币安存入 73,588 枚 ETH；4. 孙宇晨：计划增持价值 5000 万至 1 亿美元的比特币；5. 币安完成 SAFU 基金首批资产购买，本次购买 1 亿美元比特币；6. QCP：近期走势将取决于机构资金是否重新流入，地缘政治风险缓和等因素；7. Solana 在 7 日收入及 DEX 交易量方面持续领先其他区块链；8. 市场消息：Hyperliquid 正在测试网测试原生预测市场；9. Hyperliquid：HIP-3 市场未平仓合约达 10 亿美元，24 小时交易量达 48 亿美元；10. 7 Siblings 巨鲸过去 2 天花费 7221 万美元买入 30959 枚 ETH。

On February 2, analyst Axel Adler Jr. discussed the 'Bitcoin Futures Funding Flow Index,' which combines price dynamics with derivatives funding flows. According to BlockBeats, since last Friday, the index has plummeted from around 50 to a critical 7.1%, marking the lower end of its scale and an extreme value for the past month. The price trend, continuously marked since January 28, confirms a persistent bear market state. Notably, since January 30, the index has fallen below the 45% threshold, indicating entry into bear market territory as defined by the model. Historically, a reading of 7.1% often corresponds to a market capitulation zone. For a state transition to occur, the index needs to rise above 45% and prices must stabilize. Until then, any rebound remains technically a correction within the bear market structure. Another index, the 'Bitcoin Local Stress Index,' integrates volatility, funding rates, and leverage levels to form a comprehensive stress indicator. During the price drop below $78,000 on the evening of January 31, the index surged to a peak of 92.5. Throughout the weekend, it remained in a 'tail risk alert' state, indicating that all pressure valves (downward trend, increased volatility, and biased funding flows) were simultaneously activated. The current reading of 73 is still within the 'high' range. Historically, when this index surpasses 90, it often coincides with local price bottoms. If the LSI breaks 80 under new pressure, it will signal the continuation of a waterfall-like decline. Together, these indices paint a picture of extreme low funding flow index levels and peak local stress index levels. This is characteristic of market 'capitulation'—when pressure reaches its limit, the market begins to attempt absorbing liquidity shocks.

加密记者 Eleanor Terrett 发文表示，白宫将于美东时间下午 1 点（北京时间 2 月 3 日 2:00）召开加密货币和银行关于稳定币收益率的会议。

QCP 캐피털은 단기적으로 비트코인 가격에서 주목해야 할 두 가지 핵심 가격대로 7만 4천 달러와 8만 달러를 꼽았습니다. 계속 읽어보세요: 분석 회사: “비트코인(BTC)은 매우 중요한 전환점에 서 있습니다. 이 두 수준에 세심한 주의를 기울여야 합니다!” source: https://kr.bitcoinsistemi.com/analysis-company-bitcoin-btc-is-at-a-very-important-turning-point-these-two-levels-require-close-attention/

QCP Capital stated that $74,000 and $80,000 are two key levels to watch in Bitcoin in the short term. Continue Reading: Analysis Company: “Bitcoin (BTC) is at a Very Important Turning Point, These Two Levels Require Close Attention!” source: https://en.bitcoinsistemi.com/analysis-company-bitcoin-btc-is-at-a-very-important-turning-point-these-two-levels-require-close-att/

null source: https://x.com/solidintel_x/status/2018282955374837885

Eurozone inflation for January is anticipated to decrease less than previously expected, according to a report by Claus Vistesen and Ankita Amajuri from Pantheon Macroeconomics. According to Jin10, the report highlights that recent inflation data from Germany and Spain have influenced this outlook. The strong GDP data for the fourth quarter of 2025 and a stable unemployment rate in the Eurozone are contributing to a policy stance that may delay interest rate cuts. Pantheon Macroeconomics now forecasts the Eurozone's January inflation rate at 1.8%, up from an earlier prediction of 1.6%. In Germany, while inflation in electricity and gas prices has eased, there has been a significant rebound in food and core goods inflation. Additionally, persistent inflation in the services sector has offset the benefits of reduced energy costs. In Spain, although the overall inflation rate has decreased due to base effects, the core inflation rate, which excludes volatile items, has remained stable.

Eleanor Terrett posted on X. The White House is scheduled to hold a meeting with representatives from the cryptocurrency sector and banking institutions to discuss stablecoin yield. The meeting is set to commence at 1 PM ET this afternoon. This gathering aims to address the implications and regulatory aspects of stablecoin yields, which have become a significant topic in the financial industry. Stakeholders from both sectors are expected to participate in this discussion, highlighting the growing intersection between traditional finance and digital currencies.

L1 区块链的竞争正随着时间推移而减弱。随着网络效应不断累积，幂律法则正在发挥作用。

沃什被视为经济学常识对官僚技术主义的修正。带有学术和理想色彩的组合拳，是其获华尔街和特朗普青睐的原因之一，尽管其政策或有“破坏性”。

近日公布的《爱泼斯坦档案》再次将加密货币世界推上风口浪尖，揭露了臭名昭著的金融家、性犯罪者杰弗里·爱泼斯坦与比特币早期开拓者们存在联系。

韩国金融监督院正升级其人工智能系统VISTA，以自动检测和分析可疑的虚拟资产交易。该国监管机构还推出人工智能工具，用于监控股票市场和网络活动，以发现操纵价格的迹象。

黄金,白银,金银「史诗级巨震」之后 可以抄底了吗？ 金色财经,虽长期牛市逻辑未变，但短期抛压未尽、波动巨大。

俄罗斯当局已对国内最大比特币矿业公司BitRiver的创始人兼首席执行官伊戈尔·鲁涅茨实施软禁，作为对其涉嫌逃税调查的一部分，这加剧了该公司面临的法律和财务困境。

一名自称是孙宇晨前女友的女子指控其利用多个币安账户及员工人为抬高TRX价格，随后向散户投资者抛售代币。她表示掌握证据并愿意配合美国证券交易委员会调查，而孙宇晨仅将这些指控斥为"FUD"（恐惧、不确定性与怀疑）。

为何比特币最大的风险并非监管或价格，而是数学本身。

哪些因素使加密市场如此大跌？业内人士如何看待未来市场行情？Strategy 和Bitmine作为最大的比特币和以太坊财库企业，在当前的行情下还撑得住吗？

美国对德黑兰的金融施压行动升级至前所未有的程度，对两家加密货币交易所实施制裁，指控其为受国际禁运制裁的伊朗实体提供交易便利。