As of February 4, 2026, Nvidia had not shipped any H200 AI chips to China, nearly two months after a December agreement with Donald Trump permitted sales. Licences from State, Defense, and Energy remain pending, and the State Department is pressing for stricter limits. The deal also includes a 25% government take and conditions on testing, reporting, and shipment allocations.

In February 2026, economist Nouriel Roubini, known as "Dr. Doom," predicted an impending "apocalypse" for the cryptocurrency sector and argued that a strongly pro-crypto administration has failed to rescue the market. He highlighted Bitcoin's 35% drop from its October high and its 6% decline during a period when gold prices jumped over 60%, claiming crypto offers little utility beyond crime and corruption and that stablecoins are its only notable application so far.

On February 3, 2026, Bitmine chairman Tom Lee defended the firm's Ethereum treasury after a social media post alleged a -$6.6 billion unrealized loss and future selling pressure. He said Bitmine is structured to track and potentially outperform ETH over full market cycles, meaning paper losses are expected during downturns as the company's 4.24M ETH position, reported as of January 25, magnifies market swings.

On Monday, Michael Burry warned that ongoing Bitcoin weakness could trigger as much as $1 billion in end‑of‑month liquidations in gold and silver. By Wednesday morning in Asia, Bitcoin was at $76,362 after a 3.17% daily drop and a 14.44% weekly decline, as his remarks emphasized pressure on risk assets and corporate holders.

On Tuesday, the Canadian Investment Regulatory Organization released a Digital Asset Custody Framework that introduces a four-tier structure for crypto custodians. The rules cap internal custody at 20% of client crypto holdings and allow top-tier external custodians to hold up to 100% of client assets, aiming to address risks highlighted by past failures such as QuadrigaCX.

Tria’s native $TRIA token has officially launched across major centralized and decentralized exchanges, accompanied by a multi-season community airdrop. With 41.04% of the total supply dedicated to the community, learn how to verify your eligibility, navigate the XP-based reward system, and claim your TRIA tokens.

In an interview with Ecoinimist, Akash Network CEO Greg Osuri said decentralized AI's next step is widening access to compute rather than chasing new virtualization. He emphasized virtual machines to match how ML practitioners work and described blockchain as a coordination layer for identity, access, and payments. Akash has discussed retiring its Cosmos app chain and is evaluating Solana.

Coin Metrics reported that stablecoin dust activity on Ethereum rose 2–3x after the Fusaka upgrade in December, based on an analysis spanning November 2025 through January 2026. Across 227 million USDC and USDT balance updates, 43% were under $1 and 38% were under a penny, while dusting was estimated to be 11% of transactions and 26% of active addresses on an average day.