Assemble AI

Bitcoin ETFs experienced a significant outflow of $272 million on February 3, dropping total assets below $100 billion for the first time since April 2025. Major funds such as Fidelity, ARK, and Grayscale saw large withdrawals, while BlackRock attracted $60 million in inflows, concentrating liquidity unevenly and increasing market volatility. This shift has led to Bitcoin price swings between $72,897 and nearly $79,000, causing traders to closely watch whether this represents a short-term correction or the start of a deeper trend.

The latest CfC St. Moritz report reveals that while some IPO and venture capital activity is expected in 2026, confidence among wealthy crypto investors and industry leaders has decreased compared to last year. This indicates a more cautious sentiment about the crypto market's fundraising and public listing environment. The report signals a shift in optimism with investors anticipating a slowdown in crypto IPO hype.

Danske Bank, Denmark's largest bank, has increased its holdings in MicroStrategy by purchasing an additional 13,840 shares. The bank now holds a total of 132,746 MicroStrategy shares valued at $17.6 million. This move reflects growing institutional interest in MicroStrategy's Bitcoin-linked stock.

CoinMarketCap released its January 2026 Exchange Reserve Ranking report, confirming Binance as the leading crypto exchange by reserves totaling about $155.64 billion. Binance's reserves include $47.47 billion in stablecoins (30.5%) and $49.84 billion primarily in Bitcoin-related assets, showcasing a highly liquid and diversified asset base. The report reflects Binance's significant market strength and balanced reserve allocation among major crypto assets.

TRM Labs, a cryptocurrency compliance and investigation startup, finalized a $70 million Series C funding round, reaching a $1 billion valuation. The round was led by Blockchain Capital and included major investors such as Goldman Sachs, Bessemer, and Citi Ventures. TRM Labs' blockchain analysis tools are used by law enforcement and private companies, with growing adoption in financial institutions exploring tokenized assets.

The US January ADP employment numbers will be released tonight at 21:15, providing an early glimpse into the state of the American job market. Data from other key reports such as non-farm payrolls, initial jobless claims, and job openings have been delayed due to a recent US government shutdown. The US Department of Labor resumed full operations on February 4 and will reschedule the release of these delayed reports.

US spot Bitcoin ETFs recorded $561.8 million in net inflows on February 2, ending a streak of nearly $1.5 billion in outflows, yet these inflows largely stem from basis trading rather than genuine dip buying. Analysts warn that this pattern is fragile because it depends on a shrinking group of liquidity-constrained institutional buyers who hedge via futures, meaning ETF inflows may not offer durable price support. A true market bottom likely requires these key players to reduce their hedges and directional buyers to return, signaling a sustainable increase in demand.

A Truist Bank employee in Virginia is accused of stealing $50,997 directly from a drive-through teller drawer. The FDIC has barred the accused, Matthew Lewis Robinson, from working in any FDIC-insured institution without prior approval. This incident follows a prior fraud case involving another Truist employee who misappropriated over $69,000 from customer accounts.

A recent study by Chainstory found that more than 60% of crypto press releases from June to November last year promoted fraudulent projects. Only 2% of these releases contained significant or meaningful news. The research highlights that crypto press release distributors often guarantee wide publication with minimal oversight, potentially misleading investors by creating false legitimacy.

TRM Labs, a blockchain analytics company, has raised $70 million in its Series C funding round, achieving a $1 billion valuation. The round was led by Blockchain Capital and included investors such as Goldman Sachs, Bessemer, and Citi Ventures. The capital will support expansion of TRM Labs' partnerships within both government and private sectors.

South Korean opposition lawmakers plan to challenge a government proposal capping ownership stakes in cryptocurrency exchanges. The Financial Services Commission suggests limiting major shareholders and related parties to a 15-20% equity cap. The opposition argues that such restrictions may violate constitutional rights.

Binance has converted $200 million from stablecoins to Bitcoin within its SAFU Fund as part of a 30-day plan. Despite these sizable conversions, Bitcoin’s price remains steady, reflecting a gradual accumulation rather than aggressive market buying. The moves indicate Binance’s long-term strategic positioning as a crypto 'central bank,' providing structural support without immediate price impact.

Binance founder Changpeng Zhao clarified that the October 10 Bitcoin market crash was due to a tariff announcement, not system errors or price manipulation. He stressed that Binance, regulated by ADGM and monitored by U.S. authorities, is committed to compliance and has compensated affected users fully. Zhao also emphasized that no one would risk manipulating Bitcoin’s large market due to the high financial risk involved, and warned about the impossibility of zero downtime in technology systems.

The BRICS alliance is expanding its gold-backed digital currency unit as an alternative to the US dollar in global trade, with 11 full members actively testing it and over 40 countries ready to adopt it. This currency, backed 40% by physical gold and 60% by BRICS currencies, aims to reduce reliance on the US dollar, lower transaction costs, and bypass sanctions. The full rollout of the system is expected by 2026-2027, signaling a shift towards a multipolar financial world and diminishing dollar dominance in international trade.

Eine aktuelle Studie zeigt, dass über 60% der Pressemitteilungen zu Kryptowährungen mit Hochrisiko- oder Betrugsprojekten verbunden sind. Diese Pressemitteilungen vermischen häufig nicht verifiziertes und irreführendes Marketingmaterial mit legitimen Nachrichten, um ein falsches Gefühl der Legitimität zu erzeugen. Diese Praxis birgt potenzielle Risiken für Investoren, die sich auf solche Informationen für ihre Entscheidungen verlassen.

Ein On-Chain-Überwachungsdienst berichtet, dass der CZ-Gegenpartei-Wal, bekannt für eine frühere Liquidation, eine stark gehebelte Long-Position auf Ethereum mit 15-fachem Hebel wiedereröffnet hat. Dieser Schritt deutet auf eine erneute bullische Exposition hin, trotz vorheriger Liquidationsrisiken. Die Aktivität hebt das gestiegene Risiko-Verhalten unter großen Inhabern im ETH-Markt hervor.

Coinbase hat seine Solana-Netzwerkinfrastruktur durch die Integration von Jito BAM erweitert, um seinen neuen Community-Validator 'Coinbase 05' zu unterstützen. Dieser Schritt folgt auf frühere Bereitstellungen, darunter Agave, Jito-Agave, Firedancer und Harmonic. Die Erweiterung zielt darauf ab, die Vielfalt der Kunden zu erhöhen und die Robustheit sowie die Widerstandsfähigkeit des Netzwerks zu stärken.

Binance Alpha wird am 4. Februar 2026 um 12:00 UTC das Warden-Protokoll (WARD) starten. Benutzer mit mindestens 231 Binance Alpha Punkten können einen Airdrop von 200 WARD-Token nach dem Prinzip "Wer zuerst kommt, mahlt zuerst" beanspruchen, wobei die Anspruchsgrenze alle 5 Minuten um 5 Punkte sinkt, wenn der Airdrop-Pool nicht vollständig beansprucht wird. Das Beanspruchen des Airdrops verbraucht 15 Alpha-Punkte, und die Benutzer haben 24 Stunden Zeit, um den Anspruch auf der Alpha-Plattform zu bestätigen, andernfalls verfällt er.

Matrixport berichtet, dass Bitcoin zwar um etwa 14 % seit Jahresbeginn gefallen ist, die aktienbezogenen Kryptowährungen insgesamt jedoch besser abgeschnitten haben. Innerhalb dieses Sektors sind die Aktien von Brokerage- und Handelsplattformen jedoch erheblich gefallen, während einige Bitcoin-Miner, die auf KI-Datenzentren umschwenken, weiterhin zweistellige Zuwächse verzeichnen. Diese Divergenz deutet darauf hin, dass Investoren jetzt Krypto-Unternehmen basierend auf spezifischen Geschäftsmodellen bewerten, anstatt den Sektor als ein einzelnes, korreliertes Gebilde zu betrachten.

Circle hat in den letzten 12 Stunden etwa 750 Millionen neue USDC-Token auf der Solana-Blockchain ausgegeben, laut Solscan-Daten. Dieses bedeutende Minting-Ereignis weist auf einen großen Anstieg des Stablecoin-Angebots auf Solana hin. Der Schritt könnte die Marktliquidität beeinflussen und spiegelt die anhaltende Nachfrage nach USDC im Solana-Netzwerk wider.