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.

Arthur Hayes transferred 2.31 million LDO, worth nearly $980K, to FalconX while Lido DAO’s price hovered around a key $0.41–$0.42 demand zone. LDO now trades between strong buyer absorption and a still-bearish structure, with liquidity clustered near $0.43 and $0.40 that could trigger a sharp move once one side loses control.

From Jan 29–31, Coinglass data indicates that around $1.5B in Bitcoin leveraged long positions were liquidated as BTC retraced sharply and triggered widespread deleveraging. During this pullback, Bitcoin Hyper ($HYPER), a Bitcoin Layer 2 integrating the Solana Virtual Machine, has kept its presale price structure intact at $0.013675 and raised over $31.2M, highlighting investor interest in scalability-focused infrastructure.

On Monday, BNB Chain released a weekly snapshot for Jan 22–28, 2026, reporting an average 4.9 million DAU and 142.6 million transactions. BSC logged 2.59 million DAU while opBNB had 2.36 million. BNB's price fell 13.1% on the week, hovering near the $760–770 range after touching the $730 support.

Spain’s Prime Minister Pedro Sánchez said the country will move to ban social media access for children under 16 and mandate age verification, with legal changes starting next week. He added that executives could face criminal liability for failures to remove illegal or hateful content. Sánchez announced the measures at the World Governments Summit in Dubai.