PA Daily | Binance SAFU fund has purchased 1315 BTC; the author of 'Rich Dad Poor Dad' claims to want to 'buy the dip' in Bitcoin

Today's news reminder:
BTC once fell below $75000; ETH once fell below $2200
(Rich Dad Poor Dad) Author: Prepare to buy when the gold, silver, and bitcoin markets crash
Binance SAFU fund has purchased 1315 BTC, worth about $100 million
Data: Tokens such as HYPE, BERA, and XDC have seen large unlocks this week, with HYPE unlocking worth about $305 million
Divine Fish: When Bitcoin drops to $75,000, the 23.3W/T miner will reach the shutdown price
Jupiter receives a $35 million strategic investment from ParaFi Capital
Strategy currently holds over 712,000 bitcoins, with a floating loss of over $900 million
CoinShares: Digital asset investment products saw a net outflow of $1.7 billion last week.
Macro & Regulation
U.S. House Speaker: Confident of obtaining enough votes to end part of the government shutdown at least by Tuesday.
According to Jin10 reports, U.S. House Speaker Johnson stated that he is confident of obtaining enough votes to end part of the government shutdown at least by Tuesday.
Tokyo and Hong Kong have recently experienced large cash robbery cases, with two employees of a virtual currency exchange store being arrested.
According to Caixin reports, within less than 24 hours from January 29 to 30, Japan's Tokyo and China's Hong Kong, known for their good social security, experienced consecutive robbery cases targeting large amounts of cash in yen, with amounts involved reaching 420 million yen (approximately 19 million RMB) and 51 million yen (approximately 2.29 million RMB), respectively. About 6 hours after the incidents, police arrested three criminal suspects at Hong Kong International Airport for "robbery" when they were about to leave the country, and captured two store clerks (a 28-year-old local man and a 29-year-old mainland man) in Tsim Sha Tsui, who assisted in handling the stolen money. Preliminary analysis shows that the involved Japanese company may have exchanged yen for Hong Kong dollars by carrying them to Hong Kong, then purchased duty-free goods to exploit the tax difference between the two regions, which may be directly related to the case.
"The Federal Reserve's mouthpiece": Trump joked that if Warsh does not cut interest rates, he will sue him.
"The Federal Reserve's mouthpiece" Nick Timiraos posted on the X platform revealing that U.S. President Trump attended an event the day after announcing Kevin Warsh as Federal Reserve Chairman, joking that if Warsh does not lower interest rates, he will sue Warsh.
The president of the Hong Kong Monetary Authority: Currently evaluating 36 stablecoin license applications, aiming to issue the first batch of licenses in March.
According to reports from The Hong Kong Economic Journal, the Chief Executive of the Hong Kong Monetary Authority, Eddie Yue, stated that the Hong Kong (Stablecoin Regulation) officially came into effect on August 1 last year. A total of 36 institutions submitted applications for stablecoin licenses in the first round, and these applications are currently under ongoing evaluation. A decision is hoped to be made as soon as possible, aiming to issue the first batch of licenses in March. Eddie Yue indicated that additional information has been requested from some applicants, as most of the information submitted in the first round was basic information required for licensing. After reviewing and studying, follow-up questions still need to be raised on some key elements, such as details of specific application scenarios, risk management measures, and the composition of underlying reserve assets. If all required materials can be gathered, efforts will be made to issue the first batch of licenses in March. The number of licenses issued in the first batch will definitely be limited, with a goal of being prudent and cautious.
India's 2026 budget proposal maintains cryptocurrency tax rates and withholding taxes unchanged, with new fines for violations.
According to CoinDesk reports, India's federal budget for the 2026-27 fiscal year maintains the existing 30% cryptocurrency income tax and 1% withholding tax, disappointing industry groups that previously sought a tax cut. The government has not adjusted the tax rate but instead proposed new penalties for entities that fail to correctly declare cryptocurrency transactions under Section 509 of the Income Tax Act starting April 1, 2026. Failing to submit the required reports will incur a fine of 200 rupees (approximately $2.2) per day until the violation ends. If the submitted information is incorrect, or if corrections are not made after being discovered, an additional fixed fine of 50,000 rupees (approximately $545) will be imposed. Officials stated that this move aims to strengthen compliance, but market participants warn that it will continue to create friction for traders.
Project updates
Crypto wallet Rainbow has released auction details for the RNBW token, with a starting price of $0.1.
Crypto wallet Rainbow has released auction details for RNBW tokens, with the pre-bid starting on February 2 at 23:00 (UTC+8) and ending on February 3 at 23:00, while also starting the CAA mechanism auction (ending on February 5 at 23:00). The starting price is set at $0.1 per token, with a fully diluted market cap (FDV) of $100 million (implied market cap of about $19 million), and a total sale volume of 5 million tokens (accounting for 0.5% of the supply), with payment in USDC. Previously, the crypto wallet Rainbow is set to launch a CCA auction on Uniswap on February 2.
Binance will list Zama (ZAMA) and add seed tags for it.
According to the official announcement, Binance will launch Zama (ZAMA) on February 2 at 21:00 (UTC+8) and open spot trading pairs ZAMA/USDT, ZAMA/USDC, ZAMA/TRY.
Epstein funded the crypto company Blockstream and discussed Bitcoin with Peter Thiel and Adam Back.
According to Beincrypto reports, Epstein had funded the early cryptocurrency company Blockstream and discussed Bitcoin with Peter Thiel and Adam Back. Emails show that Epstein was in contact with Michael Saylor, Kevin Warsh, and Joi Ito from MIT. While there is no evidence that he illegally used cryptocurrency, it has been confirmed that he had close ties to the early Bitcoin ecosystem. Epstein participated in the seed funding round for Bitcoin infrastructure development company Blockstream. Blockstream co-founder Austin Hill had written to Epstein, Joi Ito (MIT Media Lab), and Blockstream CEO Adam Back to discuss the allocation plan for the oversubscribed $18 million funding round. Previously, Epstein had confirmed that he would invest through Joi Ito's fund. Austin Hill and Adam Back later appeared in emails coordinating a trip to St. Thomas Island.
The cross-chain liquidity protocol CrossCurve was attacked due to a vulnerability in its smart contract, resulting in approximately $3 million being stolen.
According to The Block, the cross-chain liquidity protocol CrossCurve (formerly EYWA) confirmed that its cross-chain bridge protocol "is under attack" due to a vulnerability in its smart contract, resulting in approximately $3 million being stolen across multiple networks. Blockchain security agency Defimon Alerts discovered that the attack path exploited a gateway bypass vulnerability in CrossCurve's ReceiverAxelar contract. Analysis shows that anyone can use forged cross-chain messages to call the contract's expressExecute function, bypassing the expected gateway verification and triggering unauthorized token unlocking on the PortalV2 contract of the protocol. This protocol is backed by Curve Finance founder Michael Egorov, who previously raised $7 million.
Later news indicates that CrossCurve has announced 10 "hacker" addresses, calling for a return and offering a 10% bounty; CrossCurve has controlled the vulnerability, and the stolen $EYWA tokens will not enter circulation.
Meme coin KOL Murad's investment portfolio plummeted nearly 86%, losing $58 million over six months.
Analyst Ash Crypto stated that Meme coin KOL Murad's Meme investment portfolio plummeted nearly 86%, losing $58 million over the past six months. In July 2025, Murad's portfolio reached a historical high of $67 million, while now it is worth only $9.1 million.
Michael Saylor has once again released Bitcoin Tracker information, and may disclose increased holdings data next week.
Michael Saylor once again released Bitcoin Tracker information and wrote "More Orange." Based on past experience, Strategy may disclose increased holdings data next week.
FTX creditor representative Sunil: The next round of fund distribution is expected on March 31, with a total claim amount of about $9.6 billion.
FTX creditor representative Sunil posted on the X platform stating that the next round of fund distribution for FTX is expected on March 31, with the total claims already reconciled at approximately $9.6 billion, of which claims below $50,000 are about $780 million, claims above $50,000 are about $7.8 billion, and non-customer claims are about $1 billion. Sunil also noted that the disputed reserve amount has decreased by about $2.2 billion, and if about $2 billion is allocated subsequently, claims above $50,000 may receive about $1.7 billion in additional compensation. Overall, the progress of FTX debt recovery continues to advance, and the subsequent distribution pace will still depend on the handling of disputed claims and asset realization progress.
SBF tweeted multiple times in support of Trump's crypto policy and criticized Biden.
The founder of FTX, Sam Bankman-Fried (SBF), has recently been posting continuously on the X platform, stating that U.S. President Trump is right on the issue of cryptocurrency, while Biden has messed it up. It is reported that this series of posts was made a few days after the former Alameda Research CEO Caroline Ellison's release. Additionally, SBF praised Trump's actions on issues outside of cryptocurrency, while claiming, "All the world leaders I've met are fed up with Biden; he chose Gary Gensler to be the chairman of the SEC." According to cryptocurrency prediction platform Polymarket, traders currently believe that the probability of Trump pardoning SBF before 2027 is 17%.
Binance will remove multiple spot trading pairs including ARKM/FDUSD, ASTR/BTC, AWE/BTC.
According to recent audit results, Binance will remove the following spot trading pairs and cease trading on February 3, 2026, at 16:00 (UTC+8): ARKM/FDUSD, ASTR/BTC, AWE/BTC, BANANA/BNB, DYDX/BTC, EUL/FDUSD, IMX/BTC, JTO/FDUSD, KSM/BTC, LINEA/FDUSD, LINK/BNB, NEAR/ETH, NFP/BTC, PIVX/BTC, PNUT/EUR, QTUM/ETH, SCRT/BTC, SNX/BTC, STG/BTC, SYS/BTC, and UTK/USDC.
Binance will delist ACA, CHESS, DATA, DF, GHST, NKN.
According to the official announcement, Binance will stop trading and delist the following tokens on February 13, 2026, at 11:00 (UTC+8): Acala Token (ACA), Tranchess (CHESS), Streamr (DATA), dForce (DF), Aavegotchi (GHST), NKN (NKN).
Analysis & Opinion
Citigroup: Gold valuations have reached extreme levels, and risk aversion will become the biggest bearish factor in the second half of the year.
According to Caixin reports, Citigroup warns that gold valuations have reached extreme levels, with global gold expenditure as a percentage of GDP soaring to 0.7%, the highest in 55 years. If the gold allocation ratio returns to the historical norm of 0.35%-0.4%, gold prices will face the risk of "halving." With the prospect of a resolution to the Russia-Ukraine conflict in the second half of 2026, the U.S. economy strengthening, and confirmation of the Federal Reserve's independence, the collective evaporation of risk aversion will withdraw the last pillar of gold prices.
DiscusFish: When Bitcoin falls to $75,000, a 23.3W/T miner will reach the shutdown price.
Cobo & F2pool co-founder DiscusFish posted on the X platform, stating that Bitcoin has fallen nearly 15% this week. When Bitcoin's price reaches $75,000, a miner with a power of 23.3W/T will reach the breakeven point (shutdown price).
Jack Yi: Since clearing the top, being bullish on ETH too early was indeed a mistake.
Liquid Capital founder Jack Yi posted on the X platform admitting that it was an erroneous judgment to be bullish on ETH too early. "As the person currently under the most pressure in the entire network, I must first admit: since clearing the top, being bullish on ETH too early was indeed a mistake because BTC was around $100,000 while ETH has been at $3,000, which we believe is undervalued. Currently, the last round of profit-taking has determined the thinking, and while controlling risks, continue to wait for the market to move up. Thank you all for your concern; investing and trading are the most challenging. Being in the industry, I can never help but be bullish."
CNBC host Jim Cramer: Bitcoin buyers may concentrate, pushing prices to rebound to $82,000.
CNBC host Jim Cramer stated that Bitcoin's price is currently at $77,000, and he expects buyers to surge in, pushing its price back to $82,000.
(Rich Dad Poor Dad) author: Take advantage of the crash in gold, silver, and Bitcoin markets to buy more.
(Rich Dad Poor Dad) author Robert Kiyosaki posted on the X platform stating, "The gold, silver, and Bitcoin markets just crashed (i.e., discounted), and I have cash in hand, starting to buy more gold, silver, and Bitcoin during the discount."
Analyst: Silver has recently behaved like a "meme stock," while gold and Bitcoin have shown synchronized movements again.
According to Caixin reports, Steve Sosnick, chief strategist at Interactive Brokers, believes that silver has recently behaved like a "meme stock." Although the news of Trump's nominee for Federal Reserve Chairman Warsh has led to a stronger dollar impacting silver trading, the decline in silver had already started in the overnight trading before the nomination was made public. Additionally, data shows that the performance of gold and Bitcoin has been highly consistent over the past two years, with their returns differing by only a few percentage points. Currently, these two asset classes are showing converging trends again. Sosnick finally pointed out that although the investor psychology of pursuing alternative assets and chasing momentum remains, the phenomenon of "meme-ifying" traditional commodities with thousands of years of history may be nearing its end.
Vitalik Buterin: The incentivization effect of creator tokens is limited, with the core issue being insufficient high-quality content curation.
Vitalik Buterin posted on X platform discussing the design ideas for creator coins, pointing out that the overall effectiveness of the crypto industry in the content incentivization field has been limited over the past decade. The core issue is not a lack of content supply, but rather an insufficient mechanism for high-quality content curation and discovery. In the current context where AI can generate a large amount of content at a low cost, the industry’s goal should shift from "incentivizing more content" to "identifying and amplifying high-quality content." Vitalik believes that Substack is currently a relatively successful case of creator incentivization, with its key being the platform's proactive selection and support of quality creators rather than solely relying on mechanism design. He pointed out that existing creator coin projects generally have a structural problem of "high social impact users occupying the leaderboard," rather than truly reflecting content quality. On the proposal level, Vitalik suggested establishing a non-tokenized creator DAO that selects creators through member voting while maintaining clear content positioning and scale control to build stable brands and commercial bargaining power. At the same time, it allows creators to issue personal tokens. If they enter the creator DAO, DAO profits can be used to repurchase and burn creator tokens, transforming the role of speculators into "high-quality creator predictors," thereby reducing pure speculation cycles and improving the efficiency of high-quality content curation. Vitalik stated that future effective governance mechanisms may combine prediction markets and multi-party governance structures more to enhance the system's resistance to manipulation and goal consistency.
PlanB: Bitcoin's price in January fell 38% from its historical high, with the 200-week moving average becoming a key support in the bear market.
Crypto analyst PlanB posted on the X platform stating that Bitcoin's price closed at $78,635 in January, a drop of about 38% from its historical high. The current 200-week moving average for Bitcoin is about $58,000, with the realized price at about $55,000 and showing a downward trend. At the same time, the RSI has dropped below 50, entering the "bear market zone" defined by its model. PlanB pointed out that historically, Bitcoin often falls to the vicinity of the 200-week moving average or realized price during bear market phases. However, due to the relatively weak momentum of this bull market, no strong top signal has yet appeared, suggesting that future pullbacks may be relatively limited.
Analysis: The future trend of Bitcoin depends crucially on whether it can maintain the $74,000 support level.
Singapore crypto investment institution QCP Capital analyzed that after Kevin Warsh was officially recognized as the next Federal Reserve Chairman, Bitcoin fell below the $80,000 support level on Saturday, hitting a low of $74,500, while Ethereum also fell below $2,170. The market saw a new round of deleveraging, with more than $2.5 billion in long leverage positions being liquidated, compounded by continuous outflows of ETF funds, further dampening market sentiment. Risk aversion continued to spread after Warsh's appointment, affecting the stock market and extending to traditional safe-haven assets. Bitcoin is currently temporarily supported above $74,500, which coincides with the technical level of the cycle low in 2025. Signals from the options market remain cautious, with a significant skew towards put options, but compared to the extreme levels during last November when Bitcoin fell from $107,000 to $80,500, the current hedging demand has eased, possibly reflecting that investors are preparing to build a base in the short term. However, market momentum remains weak, and upward space is constrained by recent resistance levels. The future trend will depend crucially on whether the $74,000 support level can be maintained. If it fails to hold, a deeper correction may be triggered; if it returns above $80,000, it will help normalize volatility and option skew.
Investment and financing
Jupiter has received a $35 million strategic investment from ParaFi Capital.
According to the official announcement, Jupiter has received a $35 million strategic investment from ParaFi Capital to accelerate the construction of on-chain financial infrastructure.
Nvidia CEO Jensen Huang: OpenAI invited us to invest up to $100 billion.
According to Jin10 reports, Nvidia CEO Jensen Huang stated: OpenAI invited us to make investments of up to $100 billion. Our investment in OpenAI has never been a commitment; we will invest step by step.
Institution
Binance's address has purchased 1,315 Bitcoins, worth approximately $100 million.
According to PANews monitoring of on-chain information, a Bitcoin address related to Binance purchased 1,315 Bitcoins at 16:06 Beijing time, worth approximately $100 million.
Prior news indicates that the Binance SAFU fund's address received a small amount of testing, 64.811 USDT.
Trend Research withdrew $121 million USDT from Binance for repayment, with the liquidation price lowered to $1,810.
According to on-chain analyst Yu Jin's monitoring, Trend Research has stopped-loss sold 53,589 ETH (worth $123 million) and then withdrew $121 million USDT from Binance for repayment. Currently, they hold 598,000 ETH (worth $1.33 billion) at an average cost of $3,180. Loss: $613 million (realized loss of $47.42 million + unrealized loss of $565 million). They also have leveraged borrowings of $897 million.
Strategy holds over 712,000 Bitcoins, currently facing an unrealized loss of over $900 million.
According to monitoring by Lookonchain, as Bitcoin's price fell below $75,000, the 712,647 Bitcoins held by Michael Saylor's Strategy are now facing over $900 million in unrealized losses.
Important data
CoinShares: Digital asset investment products saw a net outflow of $1.7 billion last week.
According to the latest weekly report from CoinShares, digital asset products recorded a net outflow of $1.7 billion last week, bringing the year-to-date fund flow to a net outflow of $1 billion. The assets under management have decreased by $73 billion from the peak in October 2025. The outflows were heavily concentrated in the U.S. market, reaching $1.65 billion. Various asset classes generally showed outflows: Bitcoin products saw outflows of $1.32 billion, Ethereum products saw outflows of $308 million, while recently popular assets XRP and Solana had outflows of $43.7 million and $31.7 million respectively. Short Bitcoin products saw inflows of $14.5 million, and their assets under management have increased by 8.1% year-to-date. Speculative investment products have become a highlight, benefiting from the recent surge in on-chain tokenized precious metal sales, with this category recording an inflow of $15.5 million.
Spot gold has fallen below $4,500, retreating nearly $1,100 from its historical high.
According to Jin10 reports, spot gold has plunged below $4,500/ounce for the first time since January 9, dropping 7.9% in a single day, a decline of $383, and retreating nearly $1,100 from its historical high of $5,596 in just three trading days.
Spot silver has fallen over 15% in a single day, erasing a month's gains in three trading days.
According to financial reports, spot silver has fallen over 15% in a single day, priced at $71.5 per ounce, retreating $50 from its historical high, erasing a month's gains within just three trading days.
BTC briefly fell below $75,000; ETH briefly fell below $2,200.
In the past 24 hours, the total liquidation in the entire network has reached $1.886 billion, mainly from long positions.
CoinAnk data shows that in the past 24 hours, the total liquidation in the cryptocurrency market reached $1.886 billion, with long positions liquidated for $1.758 billion and short positions for $128 million. The total liquidation amount for BTC is $637 million, while for ETH it is $810 million.
Data: Tokens such as HYPE, BERA, and XDC are facing significant unlocks this week, with HYPE's unlock valued at approximately $305 million.
Token Unlocks data shows that tokens such as HYPE and BERA are facing significant unlocks this week, among which:
Hyperliquid (HYPE) will unlock approximately 9.92 million tokens at 8 AM Beijing time on February 6, with a circulation ratio of about 2.79%, worth approximately $305 million.
Berachain (BERA) will unlock approximately 63.75 million tokens at 9 PM Beijing time on February 6, with a circulation ratio of about 41.7%, worth approximately $30.8 million.
XDC Network (XDC) will unlock approximately 841 million tokens at 8 AM Beijing time on February 5, with a circulation ratio of about 5.00%, worth approximately $29.3 million.
Ethena (ENA) will unlock approximately 40.63 million tokens at 3 PM Beijing time on February 2, with a circulation ratio of about 0.55%, worth approximately $5.7 million.
Whale "7 Siblings" has again bought $15 million worth of ETH.
A whale moved 2,819 BTC after being dormant for 8 years, with 1,500 BTC deposited into Paxos.
A whale has again increased holdings of over $90 million in ETH and cbBTC.
A whale in over-the-counter trading bought over $100 million in ETH and CBBTC within 10 hours.
A whale spent $85.91 million to buy ETH and BTC.
"1011 Insider Whale" deposited 15,000 ETH into Binance, totaling over 120,000 ETH over two days.
A whale, after two months of silence, deposited 1.127 million USDC into Hyperliquid and opened a 10x leverage short position on BNB.
The founder of Venice spent 1.72 million USDT to buy 355 XAUT at an average price of $4,842.
A whale's long position in BTC was liquidated entirely after 112 days, resulting in a loss of $6.84 million.