On February 9, 2026, leading U.S. banking trade groups filed a joint comment urging the Federal Reserve to tighten its skinny master accounts plan. The proposal would let qualified fintech and crypto firms access FedNow and FedWire with strict limits, including no interest or emergency lending and daily caps of $500 million or 10% of assets.

On 10 February 2026, SEC Commissioner Mark Uyeda said tokenization of securities is progressing from concept to early real-world pilots. He emphasized a technology-neutral stance, noting that tokenized assets remain subject to existing custody, disclosure, and investor protection rules, with pilot programs and no-action letters used to vet models.

On February 6, 2026, Bithumb mistakenly distributed about 620,000 BTC as promotional rewards, crediting some users with roughly 2,000 BTC instead of a 2,000 won bonus. The incident triggered a brief sell-off and led South Korea's Financial Supervisory Service to push for stricter penalties for IT failures, clearer executive liability, AI-based market surveillance, and accelerated work on the next phase of the Digital Asset Basic Act.

21Shares submitted an amended S-1 for the proposed 21Shares Ondo Trust, keeping its Ondo-linked ETF effort active as regulators review tokenization vehicles. Bloomberg's Eric Balchunas highlighted the update on February 6, 2026. ONDO traded around $0.256, up about 4% on the day but roughly 15% lower over the week.

On February 4, Blockratize Inc., the parent of Polymarket, filed U.S. trademark applications for "POLY" and "$POLY", according to USPTO records. As of February 7, both applications are listed as live and pending. Executives have previously discussed a POLY token and a related airdrop, though no public details or launch timeline have been disclosed.

On 5 February 2026, Bitcoin slid to around $70,600, marking its lowest weekly close in roughly 15 months and returning to price levels seen in the first half of 2024. After peaking slightly above $120,000 in mid-2025, the cryptocurrency has fallen about 41%, with elevated trading volume and broader risk-off sentiment across global equities reinforcing the ongoing downside momentum.

On 4 February 2026, Bitcoin was trading close to $73,700 under sustained bearish sentiment and elevated volatility. Analysts highlight that a sweep of the April lows with strong volume may signal local capitulation, while on-chain metrics still allow for further downside. Even so, many market observers see the current phase as late-stage weakness within a broader constructive outlook heading into 2026.

On 3 February 2026, spot ETF flow data highlighted mixed institutional positioning across major crypto assets. Bitcoin products saw sizeable net outflows while Ethereum, Solana and XRP ETFs registered varying degrees of net inflows, suggesting selective rotation rather than broad capitulation. This divergence comes as overall crypto sentiment remains risk-off and market conditions stay fragile.

On 4 February 2026, Strategy’s Bitcoin stash stood at 713,502 BTC, equal to about 3.6% of supply and valued near $54.9 billion. Its realized average entry is around $76,000, close to spot, while a recent 855 BTC buy near $88,000 adds faster downside sensitivity. The firm’s funding links market strength to continued accumulation.