Institutional investors withdrew $1.7 billion from digital asset investment products in a single week, pushing year-to-date flows to a net outflow of $1 billion. The United States led with $1.65 billion in redemptions as Bitcoin products lost $1.32 billion; Ethereum, XRP and Solana products also saw weekly outflows.

A crypto analyst argues that stress in Japan’s bond and currency markets could force Tokyo to sell part of its multi-trillion U.S. Treasury portfolio, potentially triggering fresh dollar liquidity from the Federal Reserve and a Bitcoin rally. Against this macro backdrop, the analyst highlights BitTensor’s Subnet 32, Its.AI, as an example of an AI-focused crypto project with paying customers, measurable performance and multiple revenue streams.

On February 2 2026, Trump outlined a $12 billion initiative called Project Vault to create a national civilian mineral stockpile aimed at reducing U.S. dependence on Chinese rare earths and other key materials. The structure combines a $10 billion, 15-year loan from the U.S. Export-Import Bank with $1.67 billion in private capital, giving manufacturers such as GM, Boeing, Google, Stellantis and others paid access to stored resources they must later replenish.

A weekend sell-off erased about $230 billion from crypto market value and led to $2.5–$2.53 billion in forced liquidations within 24 hours. Bitcoin briefly fell below $77,000. Despite the turmoil, XRP exchange‑traded products recorded roughly $16.79 million of net inflows, and a busy macro week ahead could add volatility.

Solana slipped below $105, with SOL trading at $102.91 after a 15.90% weekly drop. CoinShares said in a weekly update that crypto investment products saw $1.7 billion of outflows, turning year-to-date flows to a $1 billion global outflow. Flows were led by $1.65 billion from the US, while short Bitcoin products drew $14.5 million.

Tyson Foods reported first-quarter 2026 results with adjusted EPS of $0.97 versus $0.93 expected and revenue of $14.31 billion versus $14.0 billion. The company also noted a 5.1% year-over-year sales increase and guided for fiscal 2026 sales growth of 2%–4% and adjusted operating income of $2.1 billion–$2.3 billion.

A Delaware judge has refused to dismiss a 2023 shareholder lawsuit accusing Coinbase CEO Brian Armstrong and board member Marc Andreessen of selling shares with nonpublic information around the 2021 direct listing. The case continues despite an internal 10‑month review that recommended dismissal and found the trades were limited and aimed at providing liquidity, with concerns instead centering on the independence of a special litigation committee member. Armstrong is alleged to have sold about $291.8 million in stock, while Andreessen, through Andreessen Horowitz, is said to have sold roughly $118.7 million.

New CFTC Chair Michael Selig signaled a pivot toward clearer federal oversight of crypto-linked prediction markets, according to Clear Street analyst Owen Lau. In public remarks at an SEC–CFTC harmonization event, he directed staff to withdraw the 2024 event contracts rule and a 2025 advisory, and to draft a new framework. Clear Street said Coinbase and Circle could benefit as prediction markets expand.