QCP Capital said on Feb. 4 that U.S. government shutdown risk has eased for now, with Department of Homeland Security funding extended only to Feb. 13, and it flagged $75,000 as a key Bitcoin inflection level, its official channel shows. The firm noted crude oil is rebuilding a moderate geopolitical risk premium after the U.S. shot down an Iranian drone near the Arabian Sea close to the aircraft carrier "Abraham Lincoln," while diplomatic headlines are limiting further gains. QCP Capital added that domestic politics around the Federal Reserve are heating up as Trump has nominated Kevin Warsh as the next Fed chair; if investors start to price larger rate cuts later this year, that could marginally support risk assets and weigh on the dollar, while Warsh has signaled a preference for faster balance-sheet reduction that could touch repo-market liquidity, with stress possible when reserves are scarce. In derivatives, the options market is signaling caution, with front-end implied volatility supported, at-the-money vols high, a slight spot premium in the term structure, steep downside skew and expensive butterfly spreads; tactically, QCP Capital views $75,000 as the pivot, where holding the level with position rebuilding and normalized funding would justify adding risk, while a break could turn sentiment defensive.

Three whale addresses purchased a combined 3,164 gold-backed tokens in the past 4 hours, Lookonchain data show. Address 0x2788 withdrew 1,500 XAUT worth about $7.58M from OKX two hours ago, while address 0x4E3c pulled 931.33 PAXG valued at roughly $4.75M from Binance four hours ago. Address 0xDea3 bought 732.8 PAXG for approximately $3.74M one hour ago.

Binance Wallet will launch the Opinion (OPN) Booster on Feb. 6 at 11:00 Beijing Time, offering a 5,000,000 OPN airdrop—0.5% of total supply—to users who complete tasks and support the project's early phase, according to an official announcement. The campaign is open to keyless-mode Binance Wallet users with sufficient Binance Alpha points, and participation deducts 5 points. First-phase rewards of 3,000,000 OPN will be released on the token generation event date, with subsequent phase details to be announced via Binance Wallet's X account.

Coinbase launched CoinbasePredict, a fully integrated prediction market, on Feb. 4, expanding its all-in-one app ecosystem, BlockBeats reports. The platform partners with Kalshi for initial underlying market liquidity and operates under a strict regulatory framework emphasizing transparency, fund segregation and market surveillance. Initial listings include economic-indicator contracts such as the probability that newly nominated Fed Chair Kevin Warsh enacts a 50 bp rate cut in March.

Address 0x94d3… added over $13.045 million to ETH and SOL long positions in about ten minutes on Feb. 4, Hyperinsight data show. Around 15:20, the address rolled ETH longs by adding 3,192.17 ETH worth approximately $7.65 million and increased SOL holdings by 57,342.34 SOL worth approximately $5.395 million. Total positions reached $109 million.

A whale or institution with a track record of $98.95M in swing-trading profits purchased 750 cbBTC worth approximately $55.95M on Feb. 4, on-chain analyst Ember reports. Following the recent sharp decline, the entity accumulated $318M in crypto assets, including 83,392 ETH valued at $204M at an average entry of $2,450 and 1,500 cbBTC valued at $113M at an average of $75,820. The address now holds 173,000 ETH worth $406M and 1,500 cbBTC worth $113M, with an unrealized loss of $65.43M and cost basis at $2,667 for ETH and $75,820 for cbBTC.

Bitcoin dropped from $97,000 on Jan. 15 to $73,000 on Feb. 4, breaking below $80,000, with holders above $80,000 selling over 610,000 BTC in 20 days, accounting for 88% of outflows, analyst Murphy said. URPD data show long-term holders represented 9.7%, while the $70,000–$80,000 cohort net purchased about 450,000 BTC during the same period.

A Bhutan government address transferred 184 BTC, valued at about $14.09 million, to a new address on Feb. 4, Onchain Lens data show. The transfer may be intended for a centralized exchange deposit or an OTC transaction.

Binance's SAFU fund withdrew 1,315 BTC worth around $100 million from a Binance hot wallet on February 4, on-chain data show. BlockBeats reports the transaction occurred roughly one minute before the data was cited, marking another sizable Bitcoin acquisition by the exchange's insurance fund.