📊🤔 #BTC CQ: Bitcoin funding rates flash a short-side excess. Historically, such phases have frequently preceded trend reversals, sometimes lasting, sometimes limited to the very short term.

💰 Blockchain analytics firm TRM Labs announced the completion of a $70 million Series C round led by Blockchain Capital, with participation from Goldman Sachs, Bessemer, Brevan Howard, Thoma Bravo, and Citi Ventures. This funding values the company at $1 billion and supports its focus on blockchain intelligence software for tracking crypto-related crime, serving global law enforcement agencies and private-sector clients. #regulation link

🆕 $WARD live on Binance alpha link

📊 QCP analysis said Bitcoin dipped to about $72.9K, a post-election low, before rebounding to test the $75K level. The move was accompanied by falling futures open interest and negative funding, indicating deleveraging. Options show elevated front-end volatility, mild backwardation, and steeper downside skew, reflecting near-term downside risk. The $75K level is a key inflection point: holding supports risk additions, while a break signals a defensive turn.

📉🤔 $BTC has always retested 200W EMA after losing 100W EMA. 200W EMA currently sits at $68,400.

🐳 After being dormant for 9 months, a whale has borrowed $20M $USDT to buy 8,806 $ETH at a price of $2,271 over the past 2 days.

Currently, the whale holds 21,094 $ETH, valued at $47.53M.

Address: 0x5E90387025235d07576f80C76B3E57EC96547ec4

🇨🇭🏦 UBS Group CEO Sergio Ermotti said the bank is considering offering access to crypto for individual clients.

👨‍💻 January Blockchain Technology Update:

Bitcoin Core appoints TheCharlatan as Trusted Keys maintainer, increasing core members to six.

Ethereum plans to launch the ERC-8004 standard on mainnet, enabling AI agent cross-organizational interactions.

BNB Chain successfully completes the opBNB Fourier hard fork, reducing block time to 250ms.

SUI upgrades mainnet to V1.63.3 (protocol 107), optimizing finality paths and fixing consensus issues. link

💰 Strategy confirms all 2025 preferred stock dividends will be treated as tax-exempt return of capital under US tax rules.

🔮 The forecasting platform Opinion raised $20 million with the support of Hack VC, Jump Crypto, and others. link

🇺🇸👀 #macro USA - ADP Nonfarm Employment (Jan) = +22k (exp +35k / prev +41k)

🗣 Peter Schiff says, “Chinese leadership is too smart to care about Bitcoin. They’re building factories and buying gold.”

🇺🇸💰 Bitnomial Lists First US Futures for Tezos, the Blockchain Project Proposed in 2014 That Raised $232 Million in ICO: The Block

💼 #HYPE #XRP Ripple has added Hyperliquid to its platform for institutional brokerage services Ripple Prime.

🔮 #ETH Vitalik Buterin proposed to enhance creator coins by combining prediction markets with DAOs.

In this model, markets bet on creators' coins joining thematic DAOs with a limit of 200 participants, anonymous voting, and partial revenue used for token burning. link

🕵️ Arthur Hayes sold $PENDLE, $ENA, and $LDO, then bought $HYPE.

Over the past 24 hours, he purchased 57,881 $HYPE for $1.91M and now holds 131,807 $HYPE valued at $4.33M. link link

😱 Bitcoin’s bear market is off to a weaker start than 2022.

Since falling below the 365-day MA on Nov 12, 2025, $BTC is down 23% in 83 days, compared to just 6% over the same period in early 2022.

Momentum is deteriorating faster this cycle. link

📊 Feb 4 Update:

Bitcoin ETFs:
1D NetFlow: -1,185 $BTC (-$88.96M)
7D NetFlow: -11,202 $BTC (-$841.3M)

Ethereum ETFs:
1D NetFlow: +17,340 $ETH (+$38.15M)
7D NetFlow: -129,292 $ETH (-$284.44M)

Solana ETFs:
1D NetFlow: +13,901 $SOL (+$1.32M)
7D NetFlow: -3,550 $SOL (-$337K) link

🇺🇸👀 #macro USA (Jan):
- S&P Composite PMI: 53 (prior: 52.7)
- S&P Services PMI: 52.7 (prior: 52.5)
- ISM Services PMI: 53.8 (prior: 54.4)

💸 K33's Vetle Lunde noted that #BTC is down approximately 40% from its October high, with an 11% decline last week. This trend echoes the bearish cycles of 2018 and 2022, raising concerns about the market cycle. Lunde stated that an 80% drawdown is unlikely this time due to institutional adoption, inflows, easing rates, and the absence of major deleveraging crises.

On February 2, the market saw over $8 billion in spot volume, with $1.8 billion in long positions liquidated, indicating extreme negative funding. While these factors suggest potential bottom signals, they remain inconclusive. Support is at $74K, and a break could risk a drop to $69K or $58K, which aligns with the 200-week moving average. link

🔮 The odds that Bitcoin and crypto market structure legislation gets signed into law this year surge to over 70% according to Polymarket. #regulation