Want to set sail in the market? Liying is here to share a little secret, navigating together with everyone, letting the ship of dreams ride the winds and waves, heading towards the shores of success!

Starting from 22:50, within 13 minutes, the BTC price plummeted from $75393 to $73799, a drop of 2.11%.

On February 4th, Eastern Standard Time, **Arthur Hayes** once again made a sharp adjustment to his portfolio, placing himself at the center of the market narrative. He concentrated on reducing his holdings in assets such as **PENDLE, ENA, and LDO**, which are regarded as "blue-chip" assets in the Ethereum and DeFi ecosystem, while purchasing **57,881 HYPE** in the past 24 hours, amounting to approximately **1.91 million USD**, increasing his total holdings of **HYPE to 131,807 (approximately 4.33 million USD)**. From the established

Licking blood from the blade, frequently seizing rebounds.

In 2025, the Norwegian sovereign wealth fund **NBIM**, managing assets totaling **$1.8 trillion**, was revealed to be indirectly positioning itself in high-volatility assets such as "Bitcoin stocks" through multiple U.S. and Japanese stocks. According to various sources, NBIM holds shares in companies like **MicroStrategy, Marathon Digital, and Metaplanet**, which collectively correspond to an exposure of approximately **9,573 BTC**, a year-on-year surge of **149%**, based on **K

On February 4, 2026, Beijing time, the government of Butuo County in the Liangshan Yi Autonomous Prefecture of Sichuan Province issued a notice announcing a comprehensive ban on all related mining activities, including Bitcoin and Ethereum, within the county, which has attracted strong attention from the industry. The notice explicitly cites higher-level policies, categorizing mining activities as outdated production processes that the state has explicitly ordered to be eliminated, and recognizes related businesses as illegal financial activities, drawing a clear and strict regulatory red line at the local level. Behind this notice is the county-level government's response to

In the Eastern Eight Time Zone this week, UBS publicly emphasized that it will advance its cryptocurrency business with a "fast follower" approach, while the news that on-chain compliance infrastructure company **TRM Labs** has completed **$70 million in Series C funding, with a valuation of approximately $1 billion** is also making headlines. These two seemingly unrelated pieces of news together outline the timeline of traditional finance transitioning from observation to accelerated entry. On one side, represented by UBS, is the global financial sector that has long relied on stringent risk control and compliance culture.

"No matter the reason, this means that the original vision of Layer 2 and its role in Ethereum no longer holds significance, and we need a new path," Vitalik said.

This week in the UTC+8 time zone, **TRM Labs** announced the completion of a **$70 million Series C funding round**, with a post-investment valuation of approximately **$1 billion**, making it part of the new batch of "unicorns" in the crypto space. Compared to the previous funding cycle where capital was fervently focused on public chains, trading platforms, and speculative narratives, this time, traditional financial institutions like Goldman Sachs and Citigroup Ventures, along with crypto-native capital such as Blockchain Capital, are betting on what several media outlets classify as **compliance, investigations, and on-chain intelligence**.

From the perspective of the Molt ecosystem, the demand in the Agent market focuses on collaborative potential and essential survival needs, such as storage, payment, and job seeking, rather than short-term speculation.

The cryptocurrency market is currently facing ongoing downward pressure, continuing the sell-off trend that began earlier this week. The price of Bitcoin briefly fell below $73,000, marking a nearly 15-month low.

Short-term rebound in waves this evening.

Analyst Chen Shu: 2.4 Bitcoin and Ethereum rebound weakly, pay attention to the strength of the rebound, focus on the 7.7 resistance.