Morning News | MetaMask will add tokenization features for US stocks, ETFs, and commodities through Ondo; Trump was unaware of the $500 million investment in Abu Dhabi for WIFI
Overview of Important Market Events on February 3rd整理：ChainCatcher
Important News:
- Tom Lee: Crypto may currently be bottoming out, and the sell-off is gradually losing momentum
- GameStop CEO hints at possible Bitcoin sale to fund major acquisition plans
- CZ responds to FUD: Binance has not sold $1 billion in Bitcoin, SAFU fund will gradually buy Bitcoin over the next 30 days
- JPMorgan report: Family offices favor AI investments, 89% have not ventured into cryptocurrency
- MetaMask to add tokenization features for US stocks, ETFs, and commodities through Ondo platform
- Trump claims he was unaware of Abu Dhabi's $500 million investment in World Liberty Financial
- Kraken's parent company expects adjusted revenue of $2.2 billion in 2025, a 33% year-over-year increase
What important events have occurred in the past 24 hours?
According to ChainCatcher and a report from CoinDesk, Payward, the parent company of the crypto exchange Kraken, announced its 2025 performance, with adjusted revenue of $2.2 billion, a 33% year-over-year increase. Trading revenue accounted for 47% of total revenue, with the remainder coming from non-trading services such as custody, payments, and financing.
Payward stated that by the end of the year, its trading volume grew by 34% to $2 trillion; the total assets on the platform reached $48.5 billion, a 12% increase; and the number of funded customer accounts grew by 50% to 5.7 million.
Russia's largest stock exchange plans to launch SOL, XRP, and TRX price index futures contracts
ChainCatcher reports that Moscow Exchange, Russia's largest stock exchange, plans to launch SOL price index and futures contracts, as well as similar products for XRP and TRX.
MetaMask to add tokenization features for US stocks, ETFs, and commodities through Ondo platform
According to ChainCatcher and a report from Cointelegraph, starting Tuesday, eligible MetaMask users from non-US countries will be able to access 200 tokenized US stocks, ETFs, and commodities such as gold and silver through the Ethereum network.
This service allows users to acquire tokenized assets by exchanging Circle's USDC through MetaMask Swaps, converting stablecoins into Ondo Global Markets (GM) tokens, which are designed to track the value of their underlying assets on a 1:1 basis.
JPMorgan report: Family offices favor AI investments, 89% have not ventured into cryptocurrency
According to ChainCatcher and a report from Cointelegraph, JPMorgan's private bank recently released the "2026 Global Family Office Report," which shows that artificial intelligence has become the dominant investment theme for the world's largest family offices, while cryptocurrency continues to attract limited interest. The report surveyed 333 single-family offices from 30 countries, revealing that 65% of respondents listed AI-related investments as current or future priorities, while only 17% considered cryptocurrency a key investment theme.
The data shows that 89% of family offices currently have no exposure to cryptocurrency, with a global average allocation to crypto assets of only 0.4%, and even lower exposure to Bitcoin, averaging just 0.2%. In contrast, 37% of respondents plan to increase their allocation to private equity in the next 12 to 18 months. Notably, family offices in Asia are showing growing interest in cryptocurrency, with some institutions targeting allocations of up to 5%.
Yi Li Hua: ETH target price above $10,000, optimistic about the performance of the new bull market
ChainCatcher reports that Yi Li Hua stated on the X platform that as a bull in this cycle, he remains optimistic about the performance of the new bull market, predicting that ETH will reach above $10,000 and BTC will exceed $200,000.
Yi Li Hua mentioned that recent adjustments to positions were only to control risk, and his expectations for the future bull market have not changed. Regarding the liquidity shortage and manipulation issues caused by the 1011 incident, Yi Li Hua believes that the long-term trend of cryptocurrency remains unchanged, and if calculated based on investment returns over the next three years, it is currently a good time to buy spot. Although volatility may cause some investors to exit, larger rebounds often follow.
Arbitrum Governance official X account has been compromised
ChainCatcher reports that Arbitrum issued a security alert on the X platform, stating that the official X account of Arbitrum Governance has been compromised. Do not click on any links posted by this account or interact with it; the team is working to restore account access and will provide updates.
Galaxy Digital reports a net loss of $241 million for 2025, data center business expands to 1.6 GW
ChainCatcher reports that Galaxy Digital Inc. (NASDAQ/Toronto Stock Exchange: GLXY) today released its Q4 and full-year financial report for 2025. The company reported a net loss of $241 million for the year, with a loss per share of -$0.61, primarily impacted by the decline in digital asset prices and approximately $160 million in one-time costs. Nevertheless, the company's adjusted gross profit reached $426 million, with adjusted EBITDA of $34 million.
By the end of 2025, Galaxy's total equity reached $3 billion, with cash and stablecoin holdings of $2.6 billion. The company successfully completed a restructuring and went public on NASDAQ in 2025, while its Global Markets business achieved record trading volumes and consulting fee revenues. The total assets of the asset management platform reached $12 billion, with a net inflow of $2 billion for the year.
In the data center business, Galaxy signed a long-term agreement for 800 MW with CoreWeave and received ERCOT approval to expand the total power capacity of the Helios data center to 1.6 GW, with the first data hall expected to be delivered in Q1 2026. The company also strengthened its financial position through $325 million in equity financing and $1.3 billion in note issuance.
Binance: Withdrawal issues have been identified and resolved
ChainCatcher reports that Binance stated on the X platform that withdrawal issues have been identified and resolved. Withdrawal services have now resumed and are being processed.
ChainCatcher previously reported that Binance: The platform experienced a technical failure in withdrawals and is conducting emergency repairs.
ChainCatcher reports that Ethereum co-founder Vitalik Buterin recently proposed a reform plan for creator tokens, arguing that the current issue lies not in incentivizing content creation, but in filtering high-quality content. He suggested that a curatorial DAO should decide which creators are important, with tokens primarily serving as predictive tools for people to bet on which creators the DAO will choose, ultimately determining who rises or falls not by speculators, but by high-value content creators.
Experts have differing views on this. Oxytocin, head of the Umia ecosystem, pointed out that the scheme introduces a certain degree of welfare creation through prediction markets, but still lacks an appropriate off-chain execution mechanism to ensure creators maintain consistency over the long term. Marcin Kazmierczak, co-founder of RedStone, believes that prediction markets not only create speculation but also foster informed discovery, incentivizing people to find quality rather than chase attention metrics. Superset CEO Neil Staunton expressed skepticism, questioning whether DAOs can arbitrate creative quality and whether creative works should be tokenized.
Strategy: $7.4 billion raised through digital credit in 2025, and $413 million in distributions paid
ChainCatcher reports that according to an official announcement, Strategy announced today that, for U.S. federal income tax purposes, 100% of the distributions paid on its preferred equity instruments during the 2025 fiscal year are recognized as tax-free capital returns, within the limits of the shareholders' corresponding preferred equity tax bases.
In 2025, Strategy completed five initial public offerings (IPOs) of perpetual preferred stock securities ("digital credit"), raising a total of $5.5 billion. Subsequently, the company raised an additional $1.9 billion through an ATM (at-the-market) program for digital credit instruments. To date, Strategy has paid a total of $413 million in distributions on these instruments, corresponding to a weighted annualized dividend rate of approximately 9.6%.
Strategy stated that, for U.S. federal income tax purposes, the company currently has no accumulated retained earnings and does not expect to generate current E&P in the current year or foreseeable future. Based on this assessment, Strategy expects that the distributions on its preferred equity instruments will continue to be viewed as capital returns for the foreseeable future (i.e., 10 years or longer).
ChainCatcher reports that CZ responded, stating that he has seen some rather imaginative FUD over the past two days and clarified each point:
Regarding a circulating Polymarket screenshot asking "Will anyone throw something at CZ's face during the 2026 crypto event," CZ stated that this event does not exist on Polymarket or any prediction market, and there is no so-called $7 million trading volume; the related screenshot is fabricated.
On the claim that "CZ canceled the super cycle," CZ bluntly stated that this is an over-interpretation. He merely indicated that he is "not as confident as before."
Regarding the rumor that "Binance sold $1 billion in Bitcoin," CZ clarified that it was Binance users who sold, not Binance itself. Changes in Binance's wallet balance typically only occur when users withdraw funds, and many users still leave their assets on Binance as a wallet after trading.
Additionally, in response to doubts about the SAFU fund not buying BTC, CZ stated that Binance has clearly mentioned it will complete the conversion within 30 days, speculating that Binance's initial plan may be to gradually complete the purchase within these 30 days; then, close to the end of the 30 days, or on a weekly basis, transfer the funds to the corresponding address. Of course, it is impossible to see them buying through DEX. Considering Bitcoin's market cap of about $1.7 trillion, whether buying $1 billion in batches over 30 days will impact Bitcoin's price and enhance market confidence is left for the market to judge.
Trump claims he was unaware of Abu Dhabi's $500 million investment in World Liberty Financial
ChainCatcher reports that according to Watcher.Guru, President Trump stated that he was unaware of Abu Dhabi's $500 million investment in World Liberty Financial, saying, "It was handled by my sons, who will obtain investments from others."
ChainCatcher previously reported that a member of the UAE royal family secretly acquired a 49% stake in Trump-owned World Liberty Financial for $500 million.
Hong Hao: Silver bottom may be between $75 and $80 per ounce, gold bottom below $5,000 per ounce
ChainCatcher reports that Bloomberg Businessweek's annual person of the year and two-time most influential economist in China, Hong Hao, stated in an interview with CNBC on February 2, "Although it will take some time to settle, we believe the bottom for silver is in the $75-$80 per ounce range, while the bottom for gold is below $5,000 per ounce."
Hong Kong hosts the annual meeting of the Interpol Cybercrime Expert Group for the first time, covering topics such as virtual asset tracking
ChainCatcher reports that according to China News Service, Hong Kong hosted the annual meeting of the Interpol Cybercrime Expert Group for the first time, covering various topics including online extortion, artificial intelligence, and virtual asset tracking. Hong Kong Police Commissioner Chow Ming-kwong stated that they have noticed emerging trends in crimes related to virtual assets and established a virtual asset intelligence task force last year as a public-private partnership to jointly address technical challenges.
The Hong Kong police have also developed a virtual asset tracking system that visualizes the virtual asset investigation process and fully supports investigators.
Tom Lee: Crypto may currently be bottoming out, and the sell-off is gradually losing momentum
ChainCatcher reports that Tom Lee stated in an interview with CNBC's "Squawk Box" on Monday that the sell-off in the crypto market may be gradually losing momentum. "All conditions are in place; cryptocurrency may currently be bottoming out," Lee said, adding that he believes the fundamentals of the crypto industry remain strong, particularly emphasizing the increasingly active activity on the Ethereum network. "If this is the case, crypto asset prices should rebound accordingly," Lee said.
As of the time of publication, Ethereum has rebounded more than 10% from its earlier low price of $2,157, currently quoted at $2,383.
Argentinian crypto scam suspect arrested with $56 million in Bitcoin
ChainCatcher reports that Venezuelan police arrested Rosa María González, a suspect in the Generación Zoe scam case, in San Cristóbal. The scam resulted in investors losing at least $120 million. Leonardo Cositorto, the head of Generación Zoe, previously stated that Rosa María González fled with 611 Bitcoins after the project collapsed, worth approximately $56 million at the time.
Investigations show that Generación Zoe attracted investors by promising returns of up to 7.5%, but it was actually a Ponzi scheme. Rosa María González claimed that the trading algorithm she developed had quantum-safe features, with monthly returns of up to 70%. During her time on the run, she allegedly planned new scam projects, promising a minimum investment of $1,000 with a monthly return of 5%. Currently, diplomatic relations between Argentina and Venezuela are tense, complicating the extradition process.
GameStop CEO hints at possible Bitcoin sale to fund major acquisition plans
ChainCatcher reports that GameStop transferred all of its 4,710 Bitcoins to Coinbase Prime in January, sparking speculation about a potential sell-off. The company previously built a Bitcoin position of about $500 million, which is now valued at approximately $362.4 million. CEO Ryan Cohen stated in an interview with CNBC on Friday that the company is shifting towards a transformative acquisition strategy, calling this plan more attractive than Bitcoin.
Cohen declined to disclose whether the company would liquidate Bitcoin but emphasized that the acquisition plan is transformative not only for GameStop but for the entire capital market. Following the announcement, GameStop's stock price rose about 8.25% to $25.85.
Meme Popularity Rankings
According to the meme token tracking and analysis platform GMGN, as of February 4 at 09:00,
The top five popular tokens in the past 24 hours for ETH are: SHIB, LINK, PEPE, UNI, ONDO
The top five popular tokens in the past 24 hours for Solana are: arc, PENGUIN, USELESS, swarms, 67
The top five popular tokens in the past 24 hours for Base are: PEPE, SKYA, B3, NATO, TOSHI
What are some must-read articles from the past 24 hours?
According to company documents and informed sources, four days before Donald Trump was inaugurated as president, an aide to a member of the Abu Dhabi royal family secretly signed an agreement with the Trump family to acquire a 49% stake in their startup cryptocurrency business for $500 million. The buyer initially paid half of the amount, with $187 million directly transferred to a Trump family entity's account.
This transaction with World Liberty Financial had not been previously reported and was signed by President Trump's son Eric Trump. Documents show that at least an additional $31 million will flow to the family-related entity of the company's co-founder Steve Witkoff, who was appointed as the U.S. Middle East envoy just weeks prior.
Everyone loves Clawdbot, but I only care if my AI can actually trade
Now everyone is fascinated by Clawdbot -> Molty -> Openclaw. There are screenshots everywhere:
"Cleared the inbox while sleeping."
"Automatically scheduled meetings."
"Completed research before having coffee."
It feels like Jarvis has finally arrived. But after building with Openclaw and Claude Code for a while, I've realized one very clear thing: Most AI agents currently offer emotional value rather than financial results.
They can think, analyze, explain, and then… just stop. Because when it comes time to actually mobilize funds, humans are still the bottleneck.
The Kevin Walsh era begins: Which assets are poised for growth, and which face revaluation?
Editor's note: Kevin Walsh's appointment as Federal Reserve Chair impacts far more than just a personnel change; it signifies a shift in the very logic of market pricing. Under Walsh's framework, inflation is reinterpreted as a problem of fiscal irresponsibility and government inefficiency, while AI is viewed as a key tool for lowering costs, enhancing productivity, and reshaping governance capabilities.
As AI systems like Palantir are actually deployed in areas such as federal spending audits, housing finance, and healthcare reimbursements, this institutional shift is moving from concept to execution, also beginning to manifest in the market as structural differentiation and repricing.
With AI and fiscal discipline becoming the policy mainline, which assets will gain new pricing premiums, and which business models will face systemic revaluation, are questions the market must answer.
Bankless: New ways to play the token economy in 2026
There is a "good coin" problem in the crypto space.
Most tokens are junk.
Most tokens have not been treated by teams with the same seriousness as equity in legal and strategic terms. Since historically teams have never given tokens the same level of respect as equity companies, the market naturally reflects this in token prices.
Today, I want to share two sets of data that have given me some optimism about the state of tokens in 2026 and beyond:
MegaETH's KPI plan
Cap's stablecoin airdrop (Stabledrop)
Risk warning
Risk warning
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