On February 4, MediaTek warned that surging AI demand is straining global chip supply and raising costs, and said it will adjust pricing and allocate supply based on profitability. The company reported fourth‑quarter revenue of $4.76 billion, up 8.8% year over year, while net income declined 3.6% to T$23.1 billion.

Ethereum has fallen from above $3,000 to around $2,100, and several market analysts argue that the decline may not be over. Some see key levels around $2,000 and an MVRV band near $1,959 as potential bottom zones, while others map out scenarios that include both a rebound toward $3,600 and a possible drop to $1,500 by summer 2026.

Arbitrum said it regained access to its governance X account late Tuesday evening after hackers took it over earlier in the afternoon. The team plans to review security procedures following posts that promoted a fake airdrop. Separately, a Jan. 5 incident involving two Arbitrum-linked projects led to an estimated $1.5 million in unauthorized withdrawals.

Bloomberg Intelligence strategist Mike McGlone compares crypto market turbulence in 2025-26 with volatility during the 1929-30 U.S. stock market crash. He argues Bitcoin is acting as a high-beta liquidity gauge as BTC trades around $76,069 with double-digit percentage losses over the past week and month.

Standard Chartered lowered its end-2026 Solana price target to $250 from $310 and reaffirmed a roadmap to $2,000 by end-2030. The bank cites a shift in DEX activity away from memecoin trading toward SOL–stablecoin pairs and a micropayments push, with stablecoin velocity reportedly two to three times Ethereum's. At press time, SOL traded at $96.93.

Good Vibes Club, an art-focused NFT collection launched in March 2025, announced a partnership with Instant IP to strengthen IP protection and support expansion into media, merchandise, gaming, and cross‑platform use. According to the project, benefits include superscript certification marks and clearer ownership rules; GVC also reports total volume above 12,500 ETH and an average floor near 0.9 ETH.

Bitcoin's RSI has slipped below 30 while price approaches the $73,000–$75,000 support band. According to the analysis, oversold readings can precede short-term rebounds, but they may also lead to consolidation or further weakness. Past references place this zone at a rally peak in early 2024 and a pullback low in April 2025.

On 4 February 2026, Binance expanded its SAFU insurance fund by purchasing 1,315 BTC valued at roughly $100.4 million, according to Arkham Intelligence. During the selloff, Bitcoin dipped below $73,000 and later hovered near $76,000, while 24-hour liquidations totaled roughly $681 million, with longs about $508 million and shorts near $173 million.