X User: “While extreme FUD is being launched against Binance, Binance is buying 200M”.

CZ: “best time to buy.”

https://x.com/cz_binance/status/2019140881786499102

U.S. Treasury Secretary Scott Bessent said during a congressional hearing that the U.S. will retain Bitcoin obtained through asset seizures but will not direct private banks to buy BTC during market downturns or “bail out Bitcoin.”

https://www.youtube.com/watch?v=-uV24FgRCZw

USD₮ Q4 2025 Market Report

- A market cap of $187.3B
- The eighth consecutive quarter of 30M+ user growth

- Tether’s total reserves increased by $11.7B in Q4 to $192.9B, resulting in net equity (assets greater than liabilities) of $6.3B. Total reserves included 96,184 bitcoin, increasing by 9,850 bitcoin in Q4, and 127.5 metric tons of gold, increasing by 21.9 metric tons in Q4.

- The USD value transferred on-chain in USD₮ per quarter increased by $248.6B in Q4 to $4.4T, the highest level ever.

https://tether.io/news/usdt-q4-2025-market-report/

House launches probe into $500 Million UAE deal linked to World Liberty Financial

https://www.wsj.com/politics/national-security/top-democrat-launches-probe-into-spy-sheikh-deal-with-trump-company-ea59ec8e

The Gensyn mainnet will launch in April, with the AI token distributed and available on exchanges

https://x.com/benfielding/status/2019149159660679638?s=20

BTC Strategy: −$12.28B over 7 days (−18.95%), total portfolio loss −$3.42B (−6.30%)

ETH Bitmine: −$3.64B over 7 days (−28.23%), total portfolio loss −$7.34B (−44.76%)

https://dropstab.com/p/strategy-crypto-portfolio-4crikwkuk4
https://dropstab.com/p/bitmine-eth-strategy-portfolio-lipdgyz9ho

Total Fees on Hyperliquid (HYPE) Surpass $1 Billion

https://defillama.com/protocol/fees/hyperliquid

Vitalik Buterin: “If you make an EVM chain *without* an optimistic bridge to Ethereum (aka an alt L1), that's even worse. We don't friggin need more copypasta EVM chains, and we definitely don't need even more L1s.”

https://farcaster.xyz/vitalik.eth/0x7e15c891

Espresso introduced the ESP token and tokenomics

Total supply: 3.59B

https://paragraph.com/@espressofndn/esp-introducing-the-espresso-token

Gold's massive outperformance leaves bitcoin looking more attractive over the long term, says JPMorgan strategist

Bitcoin could reach $266,000, analyst says.

https://www.morningstar.com/news/marketwatch/2026020599/golds-massive-outperformance-leaves-bitcoin-looking-more-attractive-over-the-long-term-says-jpmorgan-strategist

Tether Announces $100 Million Strategic Equity Investment in Anchorage Digital

https://tether.io/news/tether-announces-100-million-strategic-equity-investment-in-anchorage-digital/

Coinbase lists HYPE today

https://x.com/CoinbaseMarkets/status/2019454256567181688

CZ: “Poor again.
(last time I posted this was when bitcoin dropped from $67k to $30k ish. Did alright in the end.)”

https://x.com/cz_binance/status/2019456853864857605

The crypto market is down
BTC Dominance - 57.47%

Market Cap - $2.22T
BTC - $64,151 (-9.67%)
ETH - $1,890 (-9.91%)
BNB - $614 (-11.2%)
SOL - $76 (-15.73%)
MYX - $6.37 (+10.83%)

https://dropstab.com

McDonald’s Overtakes Ethereum in Market Capitalization

ETH Drops 31.14% in a Week.

https://companiesmarketcap.com/assets-by-market-cap/

Strategy Announces Fourth Quarter 2025 Financial Results

- 713,502 bitcoin holdings at a total cost of $54.26 billion, or $76,052 per bitcoin
- 22.8% BTC Yield achieved in FY2025
- BTC Gain: Achieved full year 2025 BTC Gain of 101,873
- $25.3 billion raised in FY2025
- $2.25 billion USD Reserve established providing 2.5 years of dividend and interest coverage

Operating loss for the fourth quarter of 2025 was $17.4 billion.
Net loss for the fourth quarter of 2025 was $12.4–$12.6 billion.

https://www.strategy.com/press/strategy-announces-fourth-quarter-2025-financial-results_02-05-2026

Market cap is down $350B over the past 24 hours

Top 100 losers in 24h: STABLE, ARB, TRUMP, OP, CAKE, JUP, VIRTUAL, UNI, XMR

https://dropstab.com/top-performance

In 24 hours, $2.1 billion worth of long positions were liquidated

COVID: $1.2 billion in liquidations
FTX Crash: $1.6 billion in liquidations
Today: ~$2.5 billion in liquidations

https://www.coinglass.com/liquidations

The Fear and Greed Index has reached an extremely low level of 9 for the first time since June 2022

https://alternative.me/crypto/fear-and-greed-index/

Pump.fun founder: “Despite market conditions, we’re expanding our team rapidly and aggressively.”

https://x.com/a1lon9/status/2019531898356404711

The Binance SAFU fund bought another 3,600 BTC ($233.37 million)

Total purchases: 6,230 BTC (~$403.54 million).

https://intel.arkm.com/explorer/address/1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD