🛡️ The era of encrypted combination configuration has begun! ProShares launches the KRYP Index ETF, the compliance wind has shifted! ProShares has just launched the first ETF tracking the CoinDesk 20 Index (KRYP). This not only means mainstream funds can easily allocate to the top 20 blue-chip crypto assets, but it also indicates institutions' absolute admiration for 'regulatory and compliant' configurations. In this wave, Dusk Network ($DUSK ) demonstrates its unique position as the compliance king in the RWA track. With the mainnet going live in January 2026, Dusk is providing institutions with securities tokenization settlement that meets MiCA standards through privacy protection technology. KRYP lowers the entry barriers, while Dusk builds the expressway for asset on-chain. Compliance is no longer a shackle, but the biggest growth driver in 2026! #dusk #RWA #MiCA #BinanceSquare #内容挖矿 $BTC $ETH
MetaMask connects to Ondo U.S. stock assets: RWA explosion eve, what is the 'ultimate answer' in the eyes of institutions?
On February 3, 2026, the RWA field welcomed a milestone moment: Consensys' MetaMask and Ondo Finance announced a deep collaboration. From now on, globally eligible users can bypass complex traditional channels and trade tokenized U.S. stocks, ETFs, and commodities directly in MetaMask.
This is not just a functional update; it is a 'dimensionality reduction strike' against traditional financial barriers.
1. The gateway of liquidity opens: RWA moves towards mainstreaming
Ondo Finance, with its Global Markets system, successfully brought highly liquid traditional financial products into DeFi. MetaMask, as the super entrance to Web3, means that the combination has lowered the liquidity threshold for RWA assets to a historic low. However, as trillion-scale assets flow onto the chain, a key issue arises: who will safeguard the privacy and compliance of institutional-level trading?
📉 Will BTC retrace to $58,000? Alex Thorn warns: Who is the real 'safe haven' during the turbulence? Galaxy Digital's research director Alex Thorn warns that the narrative logic of BTC is damaged and it could fall towards the 200-week moving average within months. With 46% of the supply in losses, the market is looking for new 'safe havens'. This is the time for Dusk Network ($DUSK ) to showcase its real defensive strength. As the leader in the RWA track for 2026, Dusk has brought hundreds of millions of euros in compliant securities onto the chain through its mainnet. As BTC's hedge properties come under pressure, DUSK, with its MiCA compliance and real institutional asset settlement, is stepping in to become a safe haven for funds under scrutiny. Don't wait until BTC hits the bottom to regret it; start positioning now with DUSK, backed by real assets! @Dusk #dusk #BTC #RWA #内容挖矿 #BinanceSquare $BTC $ETH
Vitalik's 'long-termism' behind selling coins: 45 million USD invested in privacy and open-source, who is carrying the underlying ideals of Web3?
On February 3, 2026, Ethereum founder Vitalik Buterin once again became the focus on-chain. Data shows that he has begun to sell ETH from his multi-signature address in batches to obtain USDC and GHO stablecoins. This is not a coincidental sale, but rather a fulfillment of his commitment made on January 30: to withdraw 16,384 ETH (approximately 45 million USD) to fund those 'hardcore projects that the Ethereum Foundation struggles to cover' in the coming years.
Vitalik's 'wish list' is clear: open-source hardware, encrypted communication, privacy protection, and a local operating system that protects user data sovereignty.
🛡️ What He Yi responds to SAFU's doubts: Transparency is the cornerstone of trust, and AI infrastructure is the answer to the future!\nToday, He Yi clarified that the SAFU fund increased its holdings by $BTC for internal transactions, reiterating Binance's transparent management of the $1 billion user protection fund. Behind this "self-proving innocence" lies the industry's extreme desire for data authenticity.\nThis is precisely the core narrative of Vanar Chain ($VANRY ). As an AI-native L1, @Vanarchain is dedicated to automating auditing processes similar to SAFU. Through the Kayon AI engine, the flow of large assets no longer requires manual explanation; AI can automatically verify and publicly disclose its logical compliance. While Binance builds a BTC firewall on the asset side, Vanar provides real-time AI auditing on the technical side.\nChoose Binance for safe assets, and pay attention to VANRY for transparent infrastructure!\n#vanar #VANRY #Binance #SAFU🙏 #BinanceSquareFamily $ETH \n\n\n
Binance SAFU buys $100 million in BTC: When reserve assets 'de-dollarize', who defines the new foundation of Web3?
On February 2, 2026, an on-chain operation of the Binance SAFU fund ignited the market: its whitelist address officially transferred approximately 1,315 BTC. This was not only the first substantial move following Binance's announcement to convert $1 billion in reserves into Bitcoin, but it also marked a paradigm shift in the crypto market from reliance on fiat to decentralized consensus.
1. 100 million dollars of confidence: Why now?
During market volatility, Binance chose to convert the SAFU (Secure Asset Fund for Users) 'vault' into Bitcoin, based on absolute trust in BTC's long-term anti-inflation properties. This transition from stablecoins to hard currency aims to eliminate third-party centralized custody risks, allowing security to truly return to on-chain consensus.
Fenbushi Capital scoops up tens of thousands of ETH staking: The arrival of a robust asset era, and the 'new staking opportunities' with $WAL
On February 2, 2026, on-chain monitoring showed that one of Asia's most established blockchain venture capital firms, Fenbushi Capital, injected 2,432 Ethereum into the staking contract again. As a result, its total ETH staking on-chain has reached 10,944 (approximately 25 million USD).
This action released a very clear signal: in the year 2026, a year of returning to value, the preferred strategy of top institutions is to lock in liquidity in exchange for sovereign returns from the underlying network.
1. The essence of staking: transforming from single yield to infrastructure empowerment.
Institutional Pledge Tide Unabated: Fenbushi Increases Holdings by 2432 ETH, Where is the Next Staking High Ground? According to monitoring, Fenbushi Capital has recently withdrawn 2432 ETH from Binance for staking, bringing its total ETH staking amount close to 11,000. The top institutions' desire for 'staking yield' assets is gradually spreading to more growth-oriented infrastructure sectors. In the infrastructure wave of 2026, @Walrus 🦭/acc ($WAL ) is attracting a lot of institutional attention with its unique 'storage node staking reward' mechanism. Unlike traditional POS staking, the staking returns of #Walrus come not only from token inflation but also from the enormous data storage demands of global AI and streaming media. As ETH staking becomes the underlying asset, staking WAL is becoming a new choice for institutions to seek higher alpha returns! #walrus #SuiEcosystem #DePIN #sui #内容挖矿 $BTC $ETH
Trend Research's 1.3 billion USD Defense: How should we reconstruct Web3 confidence when the leverage liquidation wave strikes?
On February 2, 2026, the DeFi market is witnessing a thrilling self-rescue. On-chain data shows that the whale Trend Research has collateralized WETH worth 1.33 billion USD across multiple addresses and borrowed 939 million USD in stablecoins. As the ETH price approaches its liquidation range (1781.09-1862.02 USD), this institution has accumulated over 73,000 ETH to repay loans to Binance in the past 24 hours.
This is not only a crisis for major players but also an extreme test of the entire Ethereum ecosystem's leverage structure.
1. The Woes of Leverage: Why has 'digital gold' turned into a 'death knell'?
1.3 billion USD ETH hanging by a thread: The winter of leverage liquidation, who can provide a safe haven? According to monitoring, the whale Trend Research has pledged 1.33 billion USD WETH to borrow nearly 1 billion stablecoins, with the liquidation range already close at hand. To save itself, it urgently recharged 20,000 ETH to Binance, and this game on the "leverage life and death line" once again reveals the fragility of the current DeFi architecture. This is precisely why @Plasma ($XPL ) insists on being "native to stablecoins and compliance above all." When whales struggle on the edge of liquidation, the stablecoin payment network built by Plasma emphasizes the robustness of underlying assets and rapid settlement, aiming to bring finance back to the essence of payment, away from the black swans brought by insane leverage. The market is reshuffling, only solid infrastructure can endure. #Plasma #ETH #内容挖矿 #Liquidations #PayFi $BTC $ETH
The 'life and death ordeal' of $600 million in assets under the unlocking tide: What is the safe haven that can withstand the selling pressure?
On February 2, 2026, the latest data from Tokenomist made the market gasp: in the next 7 days, the crypto market will face a token unlocking totaling over $638 million. From the large single releases of HYPE and BERA to the linear pressure from SOL and WLD, the massive increase in supply hangs over investors like the sword of Damocles.
In 2026, a year of returning to value and rejecting inflated valuations, such a scale of unlocking often signifies a new round of valuation cleansing.
1. The essence of the unlocking tide: seeking certainty beyond 'dilution'
Token unlocking is not terrifying in itself; what is terrifying is the lack of real demand to match it during the unlocking. When $638 million in assets flood into the secondary market this week, most protocols lacking self-sustaining capabilities will face price crashes.
Meme Godfather Fails: Murad's Assets Shrink by 86%! Haven't You Learned to Look at the "Moat" by 2026? According to Ash Crypto, top Meme KOL Murad's multi-million dollar portfolio has shrunk to 9.1 million. A loss of 58 million over 6 months once again douses cold water on the "Meme Supercycle" theory. This unabashed decline proves: assets lacking real applications will ultimately perish in the liquidity drought of 2026. At this time, the mainnet launch of Dusk Network ($DUSK ) is particularly precious. As Meme coins head to zero, #Dusk is undertaking compliant RWA asset settlements in Europe. Funds are fleeing the "gambling table" and flowing towards hard-core infrastructure with institutional-level privacy and compliant moats. Choose DUSK, choose a tangible financial future. #dusk #memecoin #RWA #BinanceSquare #内容挖矿 $RWA $BTC
$10 million entry! The 'real estate + BTC' logic of real estate giant Grant Cardone: Why is $76,000 still considered a low point in the eyes of institutions?🏛️
On February 2, 2026, real estate investment tycoon and CEO of Cardone Capital Grant Cardone confirmed on social media that the company has additionally acquired a Bitcoin position worth $10 million at a price of $76,000 per coin.
🔍 The 'arbitrage' logic of top real estate developers: cash flow + capital appreciation
Cardone revealed a key wealth secret: the complementarity of asset allocation.
• Real estate is responsible for 'blood production': Real estate has stable rents and cash flow, providing the confidence to withstand fluctuations.
• BTC is responsible for 'blood storage': Investing the surplus funds generated from real estate into BTC, leveraging its scarcity and inflation-hedging properties. This 'wait for use after placing an order' fund management model effectively treats BTC as the company's premium treasury reserve.
Reducing the crypto positions of the 153 trillion yen empire? Nomura Securities: This is called 'tactical stop-loss', with the goal of obtaining a U.S. banking license!🏛️
On February 2, 2026, the latest statement from Japan's largest wealth management firm, Nomura Securities, attracted attention. On one hand is the short-term pain reflected in financial statements, while on the other is the grand plan to enter the U.S. market.
🔍 A cool reflection on data: Risk control behind the losses
Nomura CFO Hiroyuki Moriuchi admitted that due to market volatility in Q3 2025 (especially the liquidity squeeze following the 1011 flash crash), its European subsidiary, Laser Digital, recorded losses.
• Strategy adjustment: Nomura has strictly reduced its crypto positions and risk exposure. For this 'financial aircraft carrier' managing 153 trillion yen in assets, reducing profit volatility is its top priority in financial reporting. But this is by no means a withdrawal; rather, it is a typical 'tactical adjustment' by institutions after extreme volatility.
28 billion deleveraging aftershocks: Binance 1011 report fully dissected, who is the real 'market killer'?🏛️
After several months, under the continuous pressure from the community and peers like OKX and Solana, Binance finally released a detailed technical audit report on the 1011 (or 10/10) incident. This report not only serves to prove innocence but also presents a textbook-level demonstration of the 'liquidity vacuum' during extreme market conditions.
🔍 Core Investigation: Technical Failure vs Macroeconomic Resonance
Binance acknowledged two specific failures on the day but also clearly delineated the boundaries:
• 33 minutes of 'Transfer Blind Spot': During 21:18–21:51 UTC, due to the cloud service provider's upgrade and cache removal, high-frequency queries blocked the database, preventing users from transferring funds across accounts. This was the main reason many were unable to replenish their positions, and Binance has fully compensated for this.
Daily trading volume of 300 million USD! Moltbook sweeps Base, why has Clanker become the largest 'AI ATM'? 🏛️
On February 1, 2026, while the cryptocurrency market was searching for direction amidst the fluctuations, the 'AI Agent War' on the Base network had already heated up. According to the official scoreboard, the AI launcher Clanker achieved a feat in the past 48 hours: not only did the number of tokens issued return to the peak of 2025, but the revenue also shattered historical records.
🔍 The madness of data: AI is 'manufacturing' liquidity
• Surge in token issuance: On January 30 and 31, Clanker created more than 13,000 tokens daily, marking the highest activity since March 2025.
Reject the speculative cycle! Vitalik proposes reconstructing creator tokens: When do 'tokens' become the 'pass' for high-quality content?🏛️
On February 1, 2026, Vitalik Buterin hit the nail on the head regarding the current pain points of SocialFi projects in his latest reflections on the Creator Economy: there are enough incentives, but curation is ineffective.
🔍 Core pain point: Why have our tokens turned into 'air'?
Vitalik believes that the majority of creator tokens have become speculative tools because the system cannot distinguish between 'high-quality content' and 'attention-grabbing noise.' He cites Substack as an example, pointing out that its success does not rely on a complex token model but on strong curation and subjective selection.
$86 million stolen by hackers in January: Phishing attacks become a 'chronic disease', can AI-native infrastructure Vanar end the era of insecurity?
According to the latest statistics from PeckShieldAlert, the cryptocurrency industry was not calm in January 2026. There were 16 major hacking incidents, resulting in a total loss of approximately $86.01 million, an increase of 13.25% compared to December of last year. Even more concerning is that losses from phishing attacks have exceeded $300 million. The incidents involving Step Finance and Truebit have once again sounded the alarm for the entire industry: in 2026, simple contract audits can no longer completely prevent hackers' covert attacks.
In the face of increasingly complex attack methods, we can't help but ponder: why is security still a luxury in Web3 today, amidst rampant infrastructure?
BTC enters a "boring consolidation period"? Don't worry, the alpha for 2026 is in AI infrastructure! CryptoQuant CEO Ki Young Ju believes that BTC is currently in a wide range of fluctuations due to a lack of new capital, following profit-taking by early holders. This kind of market with "a lack of excitement" is a signal for large-scale capital reallocation. Instead of suffering through BTC's consolidation, it's better to focus on @Vanarchain ($VANRY ). As the first AI-native Layer 1 in 2026, #Vanar is leveraging the market's sedimentary period to deepen its technical integration with NVIDIA. While BTC searches for a bottom in the fluctuations, the $VANRY with real AI computing power support and global brand implementation is completing its value reassessment. In a sideways market, choosing the right "smart infrastructure" is the key to breaking the deadlock! #vanar #内容挖矿 #BTC #AI #NVIDIA $ETH
Bitget's holdings doubled to 21,000 BTC: As exchange assets scale, how does Walrus define the new standard for 'storage security'?
On February 1, 2026, Bitget CEO Gracy Chen shared a set of striking data: over the past year, Bitget's BTC holdings have achieved an astonishing leap, growing from 11,127 BTC in January 2025 to the current 21,889 BTC, an increase of nearly 100%. This trend not only confirms the expansion of Bitget's market share but also releases a key signal — top platforms are accelerating the reserve of strategic assets.
However, behind the halo of ten thousand BTC, a challenge that most people overlook is surfacing: how to ensure that the ledger data and audit logs storing these massive assets are absolutely secure and transparent?