Updated on February 3, 2026, the White House brought together crypto firms and Wall Street banks to negotiate whether stablecoins should carry yields, with an objective to reach a deal before the beginning of March, according to people familiar with the private talks. Banking groups said they are prepared to collaborate, while industry advocate Cody Carbone described the meeting as meaningful progress despite no immediate agreement.

In early 2026, Perplexity's AI model was prompted to generate long-term price paths for XRP, Bitcoin, and Ethereum, linking its outlook to U.S. regulation, ETF flows, and post-halving supply dynamics. The system suggests XRP could climb toward $8 by late 2026, Bitcoin may have room to approach the $200,000–$250,000 range by 2027, and Ethereum might advance above $7,500 if key resistance levels are broken. These projections are framed within a continued bull market scenario and highlight technical signals such as XRP's Relative Strength Index and Ethereum's major resistance around $5,000.

Since October, shares of major crypto exchange operators have dropped 40–60% amid a severe contraction in spot trading activity. Monthly spot volumes fell from roughly $2.3 trillion in October to $120–150 billion in January 2026, while an October 10 liquidation event erased about $19 billion in positions, raising concerns over market depth.

In a weekend post on X, Global Macro Investor founder Raoul Pal argued that bitcoin’s drawdown reflects a short‑term US liquidity squeeze, not a broken crypto cycle. He cited the 2024 reverse‑repo drain, a July–August TGA rebuild and shutdown effects, and said gold and long‑duration tech competed for flows; BTC was $77,510 at press time.

Donald Trump said the U.S. will reduce tariffs on Indian exports to 18% from 25% after a call with Narendra Modi, and wrote the change is "effective immediately." He tied the move to India cutting purchases of Russian oil, and claimed India would buy up to $500bn in U.S. goods, a figure analysts dispute.

Institutional investors withdrew $1.7 billion from digital asset investment products in a single week, pushing year-to-date flows to a net outflow of $1 billion. The United States led with $1.65 billion in redemptions as Bitcoin products lost $1.32 billion; Ethereum, XRP and Solana products also saw weekly outflows.

A crypto analyst argues that stress in Japan’s bond and currency markets could force Tokyo to sell part of its multi-trillion U.S. Treasury portfolio, potentially triggering fresh dollar liquidity from the Federal Reserve and a Bitcoin rally. Against this macro backdrop, the analyst highlights BitTensor’s Subnet 32, Its.AI, as an example of an AI-focused crypto project with paying customers, measurable performance and multiple revenue streams.

On February 2 2026, Trump outlined a $12 billion initiative called Project Vault to create a national civilian mineral stockpile aimed at reducing U.S. dependence on Chinese rare earths and other key materials. The structure combines a $10 billion, 15-year loan from the U.S. Export-Import Bank with $1.67 billion in private capital, giving manufacturers such as GM, Boeing, Google, Stellantis and others paid access to stored resources they must later replenish.