On Feb. 4, the XRP Ledger activated Permissioned Domains with 91% validator approval. The upgrade adds on-ledger credentials to gate access, enabling regulated trading, payments, and future lending on a public chain. Data from RWA.xyz places tokenized real-world assets at about $24.11 billion, highlighting the feature’s institutional focus.

According to blockchain tracking data, wallets associated with Ethereum cofounder Vitalik Buterin have traded about 2,961.5 ETH, worth roughly $6.6 million at an average price near $2,228, over the last three days. This on-chain activity is unfolding as ETH loses key supports around $2,800 and $2,700 and trades close to the psychologically important $2,000 area, raising concerns about further downside and potential panic among market participants.

Bitcoin’s slide back to the $70,000 support level sparked about $775M in leveraged liquidations and sharply reduced overheated open interest. As capital rotates away from high-beta speculative assets, investors are favoring infrastructure projects such as BMIC, which focuses on post-quantum wallet security and has raised over $432K at a token price of $0.049474. This divergence between Bitcoin’s price action and BMIC’s presale inflows suggests some market participants are hedging volatility through early-stage, utility-driven plays.

On 5 February 2026, investment bank Stifel warned that Bitcoin could retreat toward $38,000 if past market cycles play out under tightening liquidity and restrictive monetary policy. As Bitcoin trades just above $72,000, Michael Burry argues it is behaving like a speculative asset, with further declines potentially triggering forced selling and broader stress across the crypto market.

During a sharp Bitcoin downturn earlier this week, on-chain data indicates institutional holders of spot ETFs largely maintained their positions while many leveraged retail traders were flushed out. The drawdown exposed the cost and complexity of fragmented liquidity across Bitcoin, Ethereum, and Solana, pushing attention toward LiquidChain, a Layer 3 solution using a deploy-once architecture and a Cross-Chain VM. Despite broad market volatility, the $LIQUID token presale has already raised more than $526K at a price of $0.0135, highlighting investor interest in infrastructure that unifies major chains into a single execution layer.

On February 4, 2026 in Dubai, BNB Chain announced support for ERC-8004, an on-chain identity standard that enables autonomous AI agents to maintain verifiable, portable identities across platforms. The community also introduced BAP-578 as the first BNB Application Proposal, defining a Non-Fungible Agent standard that allows AI agents to exist and operate as onchain assets within the BNB Chain ecosystem.

Ripple's XRP fell over 10% to $1.42, the lowest since late November 2024, after having reached $2.40 a month earlier. Analysts highlight $1.42 and $1.27 as remaining supports before the $1.00 psychological level, while a recent Ripple update outlined institutional support for Hyperliquid via its prime brokerage platform.

CME Group said on 5 February 2026 that it is developing a tokenized form of cash with Google Cloud for use in margin and settlement, targeting deployment around 2026 and not as a tradable coin. CEO Terrence Duffy added that acceptance will hinge on issuer quality and controls, and CME aims to shift crypto derivatives toward near 24/7 trading in early 2026.