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Last week, Bitcoin spot ETFs experienced a net outflow of $318 million, marking three consecutive weeks of withdrawals. Grayscale Bitcoin Trust (GBTC) recorded the largest weekly net outflow of $174 million, while Fidelity's FBTC had $167 million outflow despite a strong overall inflow history. Bitwise ETF BITB was the only one with a notable weekly inflow, gaining $86 million, while overall spot ETF assets stand at $89.43 billion, representing 6.39% of Bitcoin's total market capitalization.

Ethereum spot ETFs experienced a net outflow of $166 million last week, continuing a trend of withdrawals for three consecutive weeks. BlackRock's ETHA ETF led the outflows with $152 million withdrawn, while Fidelity's FETH ETF saw nearly $60 million in outflows. In contrast, Grayscale's mini Ethereum trust recorded a net inflow of about $33 million, with total Ethereum spot ETF assets valued at nearly $12 billion.

Data from SoSoValue shows that SOL spot ETFs experienced a net outflow of $8.92 million during the week of February 2 to February 6. Bitwise's BSOL and Grayscale's GSOL led the outflows, while Fidelity's FSOL saw the largest net inflow. The total net asset value of SOL spot ETFs stands at $728 million with an ETF market share of 1.48% of SOL’s total market capitalization.

Last week, XRP spot ETFs recorded a net inflow of $39.04 million, with Franklin's XRP ETF (XRPZ) leading at $20.5 million. Bitwise's XRP ETF also posted strong inflows of $20 million, while 21Shares ETF (TOXR) saw a minor outflow of $348,700. The total net asset value of XRP spot ETFs stands at $1.04 billion, representing 1.17% of XRP's total market capitalization, with cumulative net inflows reaching $1.22 billion.

South Korean financial regulators are increasing scrutiny of local cryptocurrency exchanges after a $44 billion bitcoin-related issue. The watchdog plans to develop advanced tools to automatically detect suspicious trading patterns in real time. This move aims to enhance market integrity and protect investors from potential irregularities.

The total cryptocurrency market capitalization has rebounded from about $2.0 trillion to over $2.3 trillion, signaling growing buy-the-dip sentiment. Key indicators such as stablecoin inflows to exchanges and aggressive accumulation by whales and retail investors support renewed confidence. Analysts emphasize that the market must hold above $2.3 trillion and Bitcoin above $71,000 to sustain a recovery toward $2.8 trillion.

Binance's Secure Asset Fund for Users (SAFU) has acquired an additional 4,225 BTC valued at $300 million, continuing its strategy of increasing Bitcoin exposure. This follows prior steps to rebalance SAFU's assets by gradually converting $1 billion in stablecoins into Bitcoin. The move signifies Binance's growing confidence in Bitcoin as a reserve asset within its protective fund.

Goldman Sachs has raised its Nvidia earnings outlook, forecasting a $2 billion revenue beat for Q4 and an 8% revenue advantage for Q1 2026. The firm's price target is set at $250, indicating a 35% upside from Nvidia's current stock price. Key growth drivers include rising hyperscaler spending, AI demand from companies like OpenAI, and expanding sales in China, while risks involve potential AI spending slowdowns and increased competition.

The U.S. FDIC lost a lawsuit over its refusal to release letters that allegedly pressured banks to stop servicing crypto firms. The lawsuit was filed by History Associates Inc. on behalf of Coinbase under the Freedom of Information Act. This case highlights concerns over a perceived government crackdown known as 'Operation Choke Point 2.0,' targeting crypto firms through banking restrictions.

The 24-hour long/short ratios for Bitcoin perpetual futures across the top three crypto futures exchanges reveal a near-even split between long and short positions. Binance shows 52.22% longs to 47.78% shorts, OKX reflects 51.44% longs to 48.56% shorts, and Bybit has 52.53% longs against 47.47% shorts. Overall market sentiment is slightly skewed towards longs with 50.96% long vs 49.04% short positions.

Matrixport's analysis suggests Bitcoin is experiencing a counter-trend rally following significant capitulation and liquidations. The overall market remains in a bear market reset phase, with on-chain data showing weak demand and limited accumulation. Increased hedging in the options market may heighten price volatility, making sustained rallies dependent on new capital inflows beyond short covering.

Arthur Hayes, BitMEX co-founder, has publicly recorded on-chain trading losses exceeding $10.37 million as of February 2026. Key losses include $3.48 million from liquidated positions in tokens like LDO and ENA, and significant declines in BIO, LOOKS, ENS, and FXS investments. These figures do not account for undisclosed trading positions.

The FDIC has agreed to pay $188,440 in attorney fees and withdraw its refusal to disclose crypto-related 'pause letters' after settling a FOIA lawsuit. These letters reportedly instructed banks to pause or restrict cryptocurrency business, part of an alleged 'Operation Choke Point 2.0'. The settlement includes the FDIC changing its FOIA enforcement practices and clarifying training to avoid blanket exemptions on bank regulatory documents.

Security firms SlowMist and Koi Security uncovered a supply chain compromise in OpenClaw's ClawHub plugin center. Out of 2,857 scanned plugins, 341 were found to be malicious, exploiting lax review processes to distribute malware. The attacks used sophisticated two-stage payload delivery to steal sensitive information via backdoors embedded in seemingly benign plugins.

The FDIC agreed to pay $188,440 in legal fees and release previously withheld crypto-related 'pause letters' after settling a FOIA lawsuit. These letters reveal regulatory pressure on banks to pause or limit crypto activities, confirming allegations of a coordinated effort known as Operation Choke Point 2.0. The settlement requires the FDIC to revise its FOIA policy and improve transparency in supervising crypto firms.

French authorities arrested six suspects connected to the kidnapping of a judge and his mother, who were threatened with violence if a cryptocurrency ransom was not paid. The victims escaped due to neighbor intervention, and no ransom was paid. This incident highlights the rise of organized crime involving cryptocurrency ransom demands, with 72 reported global cases in 2025 leading to $41 million in losses.

South Korea's Financial Supervisory Service plans to increase virtual asset regulations in 2026. Bitcoin spot ETFs recorded significant inflows totaling $371 million on February 6, led by BlackRock's IBIT fund, while Ethereum spot ETFs continued net outflows. Security incidents included a supply chain attack on OpenClaw's ClawHub and substantial losses from address poisoning scams.

Crypto.com CEO Kris Marszalek purchased the AI.com domain for $70 million, marking the largest publicly disclosed domain sale, paid entirely in cryptocurrency. Marszalek launched the AI.com autonomous AI agent platform during the Super Bowl, offering users personal AI agents for tasks including messaging, stock trading, and project management. Positioned against tech giants like Google and Microsoft, AI.com operates on a freemium model with a vision to ride the transformative wave of AI over the next 10 to 20 years.

Bitcoin's price recovered 12% from a recent dip, rising from $62,822 to $70,846, but analysts suggest this is a technical rebound fueled by short covering rather than a true recovery. The drop wiped out many long positions, causing large-scale liquidations and panic selling, with current signs indicating the rally is temporary. Persistent negative Coinbase Premium and ongoing macroeconomic uncertainty undermine confidence in a sustainable demand base.