On February 4 2026, UBS Group AG CEO Sergio Ermotti said the Swiss bank is preparing infrastructure to enable individual clients to trade cryptocurrencies and to offer tokenized deposit solutions for corporate customers. He emphasized that UBS will follow a fast‑follower strategy and roll out these digital asset services cautiously over the next three to five years amid strict Basel III capital rules on crypto exposure.

On a Wednesday earnings call covering FY25, UBS CEO Sergio Ermotti said the bank is preparing to give private banking clients direct access to crypto while expanding a "fast follower" tokenization strategy over three to five years. UBS reported full-year net profit of $7.8 billion, up 53%, with invested assets crossing $7 trillion, and is building infrastructure for both individual crypto access and tokenized deposit solutions for corporate clients.

A report from CfC St. Moritz based on 242 responses from its invitation-only January event indicates that 85% of senior crypto investors are prioritizing core infrastructure over DeFi. Respondents also highlighted liquidity and market depth constraints as key hurdles for institutional adoption, with 84% viewing the macro backdrop as better than neutral heading into 2026.

On Wednesday, Feb. 4, Dogecoin gained against Bitcoin after reports cited Elon Musk's net worth at $850 billion, while Ethereum's February seasonality pointed to a possible rebound. Cardano rejoined the top 10 by market cap by surpassing Hyperliquid and Bitcoin Cash, and traders tracked key support and resistance levels across BTC, ETH, ADA and DOGE.

Bloomberg Intelligence strategist Mike McGlone compares crypto market turbulence in 2025-26 with volatility during the 1929-30 U.S. stock market crash. He argues Bitcoin is acting as a high-beta liquidity gauge as BTC trades around $76,069 with double-digit percentage losses over the past week and month.

On February 4, 2026, AMD shares were down 7.12% to $224.88 in premarket trading after the company reported fourth-quarter 2025 results that topped forecasts. AMD posted $1.53 in EPS on $10.27 billion of revenue versus $1.32 and $9.67 billion expected, but its first-quarter 2026 revenue outlook of $9.8 billion, plus or minus $300 million, fell short of some investor hopes.

From January 1 to February 4, 2026, BlackRock's net digital asset holdings declined from $78.36 billion to $68.06 billion, a drop of $10.3 billion largely tied to market weakness. Bitcoin and Ethereum accounted for most of the change, alongside a reduction of 2,930 BTC and 138,240 ETH, while recent single-day moves saw BlackRock driving the majority of U.S. Bitcoin spot ETF and Ethereum redemptions.

Payward, the parent company of crypto exchange Kraken, reported that its 2025 revenue rose 33% to $2.2 billion, up from $1.6 billion in 2024. The firm processed $2 trillion in transactions, increased funded accounts to 5.7 million, and expanded assets on its platform to $48.2 billion while it continues preparations for a future IPO.