On Tuesday, Fundstrat co-founder Tom Lee defended Ethereum-focused treasury firm BitMine (BMNR) after critics highlighted about $6.6 billion in unrealized losses from its ETH holdings. Lee argued that the drawdown reflects how an asset-tracking vehicle works and dismissed claims that BitMine served as "exit liquidity" for large Ethereum holders.

An independent market analyst following Hedera's HBAR argues the latest rise from the $0.08–$0.088 area is a corrective "dead cat" bounce within an ongoing downtrend, not the start of a new bull phase. The analyst sees resistance at $0.096, $0.10 and $0.105 and says only a clear five‑wave impulsive move above $0.105 and the main descending trendline would hint at a lasting bottom, while further downside toward $0.08 and possibly the October 10 low near $0.073 remains on the table.

Smarter Web Company listed on the London Stock Exchange Main Market and has weathered a $100M drawdown on Bitcoin holdings over the past three months. Maxi Doge ($MAXI) reports a presale tally of $4.5M at $0.0002802 and advertises 68% staking rewards during presale. These updates underscore differing risk appetites between public equity participants and retail crypto traders.

On February 3, 2026, Arbitrum warned that its ArbitrumDAO governance X account had been compromised and used to post an airdrop-themed phishing link at gov-arbitrum[dot]com, urging users not to engage until control is restored. The incident lands amid heavy phishing activity, with January losses estimated at $311.3 million out of roughly $370.3 million in total exploits.

On 3 February, Vitalik Buterin said Ethereum's original "rollup-centric roadmap" no longer fully reflects how the protocol is evolving, as L2s gain usage while securing less value. Rollups now process roughly 3,470 UOPS and hold $40.3 billion in value, down 13.2% year-on-year, amid low L1 gas and planned 2026 gas-limit increases.

Moltbook, an AI-focused social media site that attracted about 1.5 million bot accounts, has been shown to contain serious security flaws including open databases and malicious tools targeting crypto wallets. Security researchers documented prompt injection attacks, fake crypto trading utilities, and a major database exposure that revealed roughly 1.5 million bot passwords and tens of thousands of email addresses. Experts warn that as local AI models advance over the next one to two years, it may become impossible for major providers to use "kill switches" to stop harmful AI agents.

On February 3, 2026, U.S. investigators opened a probe into crypto platforms suspected of facilitating Iranian sanctions evasion, according to Ari Redbord at TRM Labs. TRM Labs estimates about $10 billion of crypto activity in Iran in 2025, while Chainalysis reports $7.8 billion received by Iranian wallets, and Elliptic says the central bank bought at least $507 million in USDT.

VistaShares launched BTYB on the New York Stock Exchange, an actively managed ETF that primarily invests in US Treasurys while employing options to provide weekly income and Bitcoin-linked exposure. The fund targets approximately 80% in Treasurys and about 20% tied to BTC via a synthetic covered-call strategy.