“大空头”Michael Burry 表示，当前比特币下跌走势与 2022 年熊市阶段存在相似性，引发市场对本轮调整深度的讨论。Burry 在 X 平台发布图表，对比 BTC 自约 12.6 万美元高点跌至约 7 万美元 的走势，与 2021-2022 年熊市早期下跌节奏进行类比。上一轮周期中比特币曾从约 3.5 万美元 下跌至 2 万美元以下 才逐步企稳。若按相似跌幅比例测算，部分市场人士认为理论风险区间可能指向 5 万美元附近，而 Michael Burry 并未给出明确目标价位。市场也对单一历史周期类比的有效性提出质疑，有交易机构指出仅基于一次历史事件形成“模式”参考价值有限。当前市场环境与 2021-2022 年存在明显差异，包括现货比特币 ETF 带来的机构流动性、市场杠杆结构变化，以及宏观环境由激进加息周期转向跨资产波动主导。（CoinDesk）

Justin Sun has addressed online rumors regarding his personal life and alleged compliance issues. According to NS3.AI, Sun has committed to fully cooperating with global judicial and law enforcement agencies. He emphasized his dedication to combating cybercrime and protecting users' assets.

据 Arkham 监测，贝莱德刚刚向 Coinbase Prime 地址存入 3900 枚 BTC（价值 2.7495 亿美元）和 17197 枚 ETH（价值 3583 万美元）。

Wintermute CEO Evgeny Gaevoy has highlighted several challenges facing the cryptocurrency industry. According to PANews, Gaevoy expressed that the competition among public blockchains, such as Solana versus Ethereum, holds little significance as no groundbreaking applications have emerged on any chain. He described stablecoins as a niche success that has not fundamentally changed the industry, as they essentially replace one centralized intermediary with another. Concerns about the scalability of blockchain applications persist, particularly regarding perpetual exchanges, which struggle to reach the scale of traditional finance due to limitations in risk engine design rather than throughput. Gaevoy also criticized the industry's shifting values, noting that Bitcoin's original vision has been overshadowed by price narratives, and the cyberpunk ethos of institutional entry has overtaken the cryptopunk spirit. He pointed out that only a few thought leaders, like Vitalik Buterin, continue to focus on fundamental issues. The token economic model is nearing failure, with mechanisms like buybacks, staking, and airdrops facing challenges, necessitating a restart of experiments from the foundational logic. Despite highlighting numerous issues, Gaevoy remains cautiously optimistic about the industry's long-term development. He believes the market has moved beyond the "Trump-driven rally" phase of blind enthusiasm, and speculators will gradually exit, paving the way for genuine builders to foster a healthier environment.

The crypto market is down 6. 4% today. BTC dropped 7% to $70,884, and ETH fell 1. 7% to $2,281. “It’s clear the crypto market is now in full capitulation mode. ” source: https://cryptonews.com/news/why-is-crypto-down-today-february-5-2026/

A leveraged Ethereum position built by Jack Yi's Trend Research continues to unwind under pressure. The position, assembled through Aave's lending protocol and reported to have reached roughly $958 million in borrowed stablecoins at its peak, has been shrinking through repeated defensive sales as Ethereum's price declines. On Feb source: https://cryptoslate.com/trend-research-has-already-dumped-112828-eth-and-the-next-aave-threshold-could-turn-this-unwind-ugly/

null source: https://x.com/reutersbiz/status/2019376776649048078

The Indonesian Ministry of Finance has announced that the government will ensure all potential risks are properly managed during the planned economic transition. According to Jin10, both the government and the central bank are committed to maintaining stability in prices, financial markets, and exchange rates.

Google's parent company is now winning praise from Wall Street for its artificial intelligence efforts, a major change from just one year ago. source: https://www.cryptopolitan.com/google-ai-laggard-to-leader/

Crypto KOL @roger73005305 posted on X about the impressive accuracy of AI in predicting cryptocurrency market trends. According to the post, when Bitcoin was valued at 95,000, all cryptocurrencies listed on the AI ranking were removed, followed by a significant market downturn. Recently, the AI system once again removed all cryptocurrencies from the opportunity list. The post reflects on the sometimes delayed understanding of these AI-driven decisions, which become clear only after several days.

随着被称为“最佳投资人”的 Kyle Samani 也选择淡出离场，加密市场的阶段性瓶颈或许正在经受前所未有的审视与重估。

下一代标配不是「迁去哪里」，而是「把增长掌握在自己手里」。

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从「钻石手」到「万人坑」，一场被包装成「财富机会」的游戏，最终演变成了散户的集体踩踏事件。

法国当局对埃隆·马斯克旗下的X平台展开了高调打击行动，于2月3日突袭了该公司在巴黎的办公室。此次行动是针对平台生成式人工智能聊天机器人Grok的刑事调查的一部分。

币安创始人赵长鹏警告用户，有假冒社交媒体账号利用AI生成的图像冒充其本人并散布虚假信息。他表示这些图像经过编辑处理，部分照片中他穿着从未穿过的颜色，并敦促粉丝警惕此类诈骗行为。

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

白银遭遇惨烈暴跌，短短24小时内跌幅超过17%，此前短暂的反弹行情被彻底抹去，抛售压力席卷全球市场。

Malwarebytes现已集成至ChatGPT，用户可通过该工具检测消息、邮件、链接或电话号码是否存在诈骗风险。该工具基于真实威胁数据提供快速清晰的防护指引，助力用户保障网络安全。

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