Bitcoin traded below $79,000 as Coinbase and Glassnode reported that leverage was purged in the fourth quarter of 2025. The firms highlighted rising realized price, stable profitability, and a 1.5 MVRV ratio entering 2026.

Nvidia CEO Jensen Huang stated in Taipei that the widely cited $100 billion figure for a potential OpenAI investment was only a maximum amount the company was invited to consider, not a firm pledge. He said Nvidia will fund OpenAI step by step and indicated any current contribution will fall well short of that level, as the firm also faces questions over similar circular financing concerns tied to its fresh $2 billion commitment to CoreWeave.

FTX plans to carry out its next creditor distribution on March 31, following an announcement by creditor representative Sunil. The round is based on $9.6 billion in reconciled claims and could add a further $2 billion to creditor recoveries if the proposal is approved. A prior distribution in September 2025 totaled $1.6 billion, shaping expectations for how remaining disputed reserves may be resolved.

On 1 February 2026, Bitcoin extended its decline toward the $77,000–$78,000 support area, with technical indicators showing oversold conditions and weakening momentum. Strategy currently holds 712,647 BTC at an average cost of about $76,038, leaving the position slightly profitable near the latest trading levels around $77,600. Michael Saylor has hinted at the possibility of further accumulation as the market hovers just above the firm's cost basis after previously seeing its holdings valued above $80 billion near Bitcoin's $126,000 peak.

According to Alphractal, total crypto liquidations hit $2.59 billion in the latest sell-off, with Ethereum accounting for $1.16 billion as ETH slid near $2,300. On-chain data showed whales "7 Siblings" and "0xB7" bought a combined $57.44 million in ETH, while MFI hovered around 41 and CMF stayed negative, signaling lingering downside risk.

According to Bob Elliott of Unlimited Funds, the average dollar invested in BlackRock's iShares Bitcoin Trust turned negative following Friday's close, as Bitcoin fell into the mid-$70,000 range. CoinShares data for the week to Jan. 25 show nearly $1.1 billion in Bitcoin fund outflows and $1.73 billion across crypto funds, the largest weekly withdrawal since mid-November.

Step Finance has disclosed that its treasury and fee wallets were compromised, leading to the unstaking and transfer of 261,854 SOL tokens valued at about $30 million. The protocol says it has begun an investigation, alerted authorities, and engaged cybersecurity firms, while stressing that user funds were not impacted. Following the incident, the STEP token price plunged sharply and Solana’s market performance weakened over the past day and week.

On Tesla's Q4 earnings call, Elon Musk outlined a shift from passenger cars to autonomy, in-house chips via TerraFab, and humanoid robots, confirming the end of the Model S and Model X. He said Optimus V3 is due this year with production targeted for 2027, while a William Blair model envisions $25 billion annually if 500,000 units sell at $50,000 each.