Updated on February 9, 2026, the report said crypto mining stocks rose as operators pivot to AI infrastructure, even as BTC trades below $70,000. Cango sold 4,451 BTC, retaining 3,645 BTC, raising around $305M for capex, while miner reserves eased to 1.8M BTC and hashrate recovered to 963 EH/s.

Open interest on major prediction markets has climbed to $1.066B, with $564M locked in trading pairs, marking the first time the sector exceeds the $1B threshold. Polymarket still leads by daily user activity and wallet inflows, while Kalshi and Opinion show strong but more concentrated volumes across sports and other categories. Recent growth has been driven by new wallets, diversified markets, and event-focused contracts around the Super Bowl, the winter Olympics, and politics.

On February 8, 2026, the autonomous AI agent Owockibot was taken offline after it exposed the private keys to its hot wallet, leading to losses of around $2,100. The bot, created by the Gitcoin team and funded with a small crypto treasury, had been granted both internet access and on-chain control before the incident. Soon after its launch, the Owockibot token traded on Uniswap V4 via the Base network but quickly slumped to new lows, raising concerns that AI-powered, tokenized agents can still create significant risks for users.

During a recent market downturn, several BTC treasury holders, including Nakamoto and Strategy, were observed moving coins out of their reserves. On-chain tracking indicated that 18,221 BTC shifted across major wallets within 24 hours, with more than 9,000 BTC heading to Binance and BlackRock disposing of 5,081 BTC. Nakamoto's reported balance fell by 1,933 BTC, while other institutional holders such as WisdomTree, 21Shares and Ark Invest also transferred smaller amounts.

On February 5, the BTC Coinbase premium turned to -0.20 and reached its lowest since January 2025, suggesting US-side selling. By February 6, 2026, BTC had fallen to $63,000, with Binance at $64,962.23 and Coinbase at $64,754.43. Oversold signals include an RSI of 21.70 and a fear and greed index at five.

On February 5, 2026, Glassnode reported a renewed spike in Bitcoin’s forced-selling metric last seen on October 10, 2025. BTC briefly dropped below $70,000 and then recovered to $70,171.86, as whales sold 14,095 BTC and over 30,000 small retail wallets capitulated. Some analysts expect further liquidations, with a potential local bottom near $50,000.

On February 4, 2026, Fidelity Digital Assets said its FIDD stablecoin is live on Ethereum with an initial supply exceeding $59M. The firm described FIDD as compliant with the GENIUS Act and backed by fiat and U.S. Treasuries, with purchases, redemptions, custody, and reserve management offered through its platforms. Listings on major exchanges and wider wallet distribution are planned.

On February 4, 2026, Binance reported completing a second batch of Bitcoin conversions for its SAFU fund, adding another 1,315 BTC while BTC traded around $76,248.05. The exchange plans to shift a total of $1B in stablecoins into BTC for the insurance fund and has pledged to top it up if its value drops below $800M. The moves come amid renewed insolvency speculation, even as on-chain data indicate stable reserves and no abnormal outflows.

On February 3, 2026, CME Group said January was its strongest on record, with average daily volume up 15% year over year to 29.6M contracts. Metals led with 218% growth, while crypto activity rose 106% driven by Ethereum products; CME also plans to enable 24/7 crypto futures and options trading by the end of Q1 2026.