Bitcoin is trading slightly above $78,000 after an 11% weekly decline, with daily volume around $52 billion amid elevated volatility. Social and on-chain metrics show extreme fear, mounting losses for short-term holders, and a market still searching for a durable bottom while long-term investors remain largely unaffected.

On 2 February 2026, BitMine Immersion Technologies reported that unrealized losses on its Ethereum position have reached about $6.6 billion, while its ETH holdings increased to 4.285 million tokens. The firm's crypto and cash reserves are roughly $10.7 billion against invested capital of around $15.65 billion, leaving the current portfolio value near $9.04 billion and highlighting the risks of a concentrated Ethereum strategy.

On 2 February 2026 at 01:41, bitcoin slipped below $76,000 before stabilizing near $76,800 as risk appetite faded. Major altcoins fell and the total crypto market cap was around $2.58 trillion, while the Crypto Fear & Greed Index printed 18 and Coinglass tallied about $460 million in 24‑hour liquidations.

On 1 February 2026, Lighter announced Lighter EVM, an EVM‑equivalent rollup that links general‑purpose smart contracts to its low‑latency trading and liquidity. The design settles on Ethereum mainnet and enables near‑instant asset and position moves without waiting for full L1 finality, with a public release expected soon.

In early 2025, Aryam Investment 1, backed by Sheikh Tahnoon bin Zayed Al Nahyan, acquired 49% of World Liberty Financial for $500 million, according to documents cited by The Wall Street Journal. Around $187 million went to Trump family-controlled entities, with additional payments to firms tied to co-founders. Aryam became the largest outside shareholder, and executives linked to G42 joined the board.

Bitcoin has come under pressure following a sharp pullback, but short‑term support levels are still holding and momentum indicators point to fading downside pressure. Technical signals such as an RSI reading in the low‑30s on the 4‑hour chart and a contracting MACD histogram align with analyst views that the move is corrective rather than a structural breakdown. Some analysts see the current phase as quiet accumulation after a sentiment flush, with risk‑reward favoring cautious long setups as long as critical support zones remain intact.

On 31 January 2026, Tether reported it ended 2025 with around $10 billion in profit, about 23% below 2024’s $13 billion. The company also began a fundraising process. Despite lower earnings, USDT remained the largest stablecoin with over $185 billion in circulation as demand for digital dollars outside traditional banking persisted.

On 31 January 2026, ARK Invest's tokenization research indicated that RWAs scale fastest where structures are simple and liquid. By end-2025, public-chain RWA value reached roughly $19 billion, with commodities growing over 60% QoQ to about $3.5 billion. The report points to tokenized money as the next unlock for fully on-chain markets.

January 29, 2026 is the presale cutoff for BlockDAG, offering tokens at $0.0005 ahead of a confirmed $0.05 listing. Its hybrid PoW+DAG architecture targets 10,000 TPS, with Mainnet scheduled for February 11, 2026, as Bitcoin trades near $82,300 and Ethereum sits in the $2,700–$2,750 range.