Bitcoin's RSI has slipped below 30 while price approaches the $73,000–$75,000 support band. According to the analysis, oversold readings can precede short-term rebounds, but they may also lead to consolidation or further weakness. Past references place this zone at a rally peak in early 2024 and a pullback low in April 2025.

On 4 February 2026, Binance expanded its SAFU insurance fund by purchasing 1,315 BTC valued at roughly $100.4 million, according to Arkham Intelligence. During the selloff, Bitcoin dipped below $73,000 and later hovered near $76,000, while 24-hour liquidations totaled roughly $681 million, with longs about $508 million and shorts near $173 million.

On February 4, 2026, AMD shares were down 7.12% to $224.88 in premarket trading after the company reported fourth-quarter 2025 results that topped forecasts. AMD posted $1.53 in EPS on $10.27 billion of revenue versus $1.32 and $9.67 billion expected, but its first-quarter 2026 revenue outlook of $9.8 billion, plus or minus $300 million, fell short of some investor hopes.

From January 1 to February 4, 2026, BlackRock's net digital asset holdings declined from $78.36 billion to $68.06 billion, a drop of $10.3 billion largely tied to market weakness. Bitcoin and Ethereum accounted for most of the change, alongside a reduction of 2,930 BTC and 138,240 ETH, while recent single-day moves saw BlackRock driving the majority of U.S. Bitcoin spot ETF and Ethereum redemptions.

On February 3, Dogecoin co-creator Billy Markus criticized Michael Saylor's recent comment describing Bitcoin's sharp price swings as "Satoshi's gift". Markus responded with a sarcastic post on X as Bitcoin dropped from $90,000 to an intra-day low of $73,000, while Saylor's firm Strategy continued to add BTC on the dip. Earlier, Saylor disclosed Strategy's latest 855 BTC purchase for about $75.3 million, bringing its holdings to 713,502 BTC.

According to the analysis, as of Wednesday Ether entered the breakdown phase of an inverse cup‑and‑handle, putting a February move toward $1,665–$1,725 in play. Chartswatcher reports an 82% hit rate for this setup’s downside targets, while Glassnode’s MVRV bands highlight support near $1,725, implying risk of a print below $2,000.

Payward, the parent company of crypto exchange Kraken, reported that its 2025 revenue rose 33% to $2.2 billion, up from $1.6 billion in 2024. The firm processed $2 trillion in transactions, increased funded accounts to 5.7 million, and expanded assets on its platform to $48.2 billion while it continues preparations for a future IPO.

Galaxy Digital has rejected claims that a $9 billion Bitcoin sale it executed for a wealthy client was driven by concerns over Bitcoin’s resistance to quantum computing. The clarification followed the firm’s quarterly earnings call, where community speculation linked the large trade to fears about quantum threats even as Galaxy reported a net loss of $482 million for Q4 2025 and $241 million for 2025.