As of February 4, 2026, Nvidia had not shipped any H200 AI chips to China, nearly two months after a December agreement with Donald Trump permitted sales. Licences from State, Defense, and Energy remain pending, and the State Department is pressing for stricter limits. The deal also includes a 25% government take and conditions on testing, reporting, and shipment allocations.

In February 2026, economist Nouriel Roubini, known as "Dr. Doom," predicted an impending "apocalypse" for the cryptocurrency sector and argued that a strongly pro-crypto administration has failed to rescue the market. He highlighted Bitcoin's 35% drop from its October high and its 6% decline during a period when gold prices jumped over 60%, claiming crypto offers little utility beyond crime and corruption and that stablecoins are its only notable application so far.

On February 3, 2026, Bitmine chairman Tom Lee defended the firm's Ethereum treasury after a social media post alleged a -$6.6 billion unrealized loss and future selling pressure. He said Bitmine is structured to track and potentially outperform ETH over full market cycles, meaning paper losses are expected during downturns as the company's 4.24M ETH position, reported as of January 25, magnifies market swings.

On Monday, Michael Burry warned that ongoing Bitcoin weakness could trigger as much as $1 billion in end‑of‑month liquidations in gold and silver. By Wednesday morning in Asia, Bitcoin was at $76,362 after a 3.17% daily drop and a 14.44% weekly decline, as his remarks emphasized pressure on risk assets and corporate holders.

On Tuesday, the Canadian Investment Regulatory Organization released a Digital Asset Custody Framework that introduces a four-tier structure for crypto custodians. The rules cap internal custody at 20% of client crypto holdings and allow top-tier external custodians to hold up to 100% of client assets, aiming to address risks highlighted by past failures such as QuadrigaCX.

Tria 原生代幣 $TRIA 已在多家中心化與去中心化交易所正式上線，並同步推出多季社群空投。社群分配佔總供應的 41.04%，內容涵蓋資格驗證、以 XP 為基礎的獎勵機制及申領流程。

Akash Network 行政總裁 Greg Osuri 在接受 Ecoinimist 訪問時表示，去中心化 AI 的下一步重點是擴大算力獲取，而不是追逐全新的虛擬化技術。他強調應以虛擬機為主，以貼近機器學習實務工作流程，並將區塊鏈定位為負責身份、存取與支付協調的基礎層。Akash 此前已討論逐步淘汰其 Cosmos 應用鏈，並正評估包括 Solana 在內的其他選項，據 Ecoinimist 報道。

Coin Metrics 指出，根據對 2025 年 11 月至 2026 年 1 月期間數據的分析，以太坊上穩定幣塵埃活動在 12 月 Fusaka 升級後增加了約 2–3 倍。該機構統計了 2.27 億次 USDC 和 USDT 餘額變動，其中 43% 的更新金額低於 1 美元，38% 甚至低於 1 美分。其估算顯示，在典型的一天裡，塵埃相關活動約佔以太坊交易總量的 11%，以及活躍地址的 26%。