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.

On 2 February, a White House meeting designed to break a long-running deadlock on U.S. crypto market structure legislation ended without a deal, with stablecoin rewards remaining the core sticking point. Banking groups want the bill to restrict interest and other rewards on stablecoins, while crypto firms insist such incentives are essential for growth, leaving the Senate unable to move the bill forward.

On 2 February 2026, Trump Media & Technology Group reaffirmed that 2 February 2026 is the record date for a shareholder-only digital token program. Holders with at least one full share of "DJT" will receive non-transferable tokens providing access-based rewards across Truth Social, Truth+, and Truth.Fi, with no equity, cash redemption, or investment features.

In January, Polygon burned 25.7 million POL, about 0.24% of total supply, as on‑chain activity climbed. Despite a 9–10% daily bounce to about $0.11–$0.113 and a near 20% uptick in 24‑hour volume, the token remains range‑bound below mid‑2025 highs. RSI sits in the low‑40s, pointing to a relief bounce rather than a trend shift.

Bitcoin is trading beneath the blended cost basis of U.S. spot ETF inflows after consecutive weekly redemptions in late January. At the latest reading, price was near $74,000 while the ETF average entry sat above $84,000, and profitable supply fell toward cycle lows around 11–12 million BTC.

After a roughly 16% slide since 28 January, Bitcoin briefly touched about $74,500 before rebounding to near $78,700. Social metrics show sentiment turning net negative for the first time in nearly two months, while the 14-day RSI near 29 flags oversold conditions. Key resistance remains concentrated around $80,000–$85,000.

Binance released a post-mortem on the 10 October 2025 crypto flash crash, asserting that macroeconomic shocks and market-wide risk controls, not exchange failures, drove the $19.25 billion liquidations. The exchange said 75% of industry liquidations occurred before its localized issues at 21:36 UTC, and CoinGlass data showed the peak at 01:00 UTC.

Bitcoin traded around $82,700 after briefly moving toward $81,000, extending a pullback from highs near the $95,000–$100,000 range as market sentiment cooled into fear territory. The Crypto Fear and Greed Index fell to 28 while Ethereum dropped to about $2,720, with both assets showing weakening momentum but not yet entering extreme oversold or panic conditions.

Bitcoin's move under $85,000 has coincided with broad weakness across major altcoins over the past 24 hours. Altcoin market capitalization is near $1.18 trillion, while Ethereum, BNB, XRP, Solana, Dogecoin, and Cardano registered day-over-day declines alongside elevated trading volumes.