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Star investor Kevin O'Leary from "Shark Tank" posted on the X platform that he remains bullish on Bitcoin, but now quantum computing has become a new concern. He stated that quantum computing is causing institutions to hesitate, as they worry that one day quantum computers might crack the blockchain.As long as this issue remains unresolved, institutional investors are unlikely to increase their allocation to Bitcoin above 3%. They will remain cautious and disciplined, waiting for clearer conclusions.

The multi-chain lending protocol ZeroLend has officially announced:After three years of building and operating the protocol, the team has made the difficult decision to gradually cease operations. Despite the team's ongoing efforts, the current form of the protocol is no longer sustainable.In recent times, several chains that ZeroLend initially supported have become inactive or experienced a significant decline in liquidity. In some cases, oracle providers have also stopped their support, making it increasingly difficult to reliably operate the market or generate sustainable income. Meanwhile, as the scale of the protocol expanded, it attracted more malicious actors, including hackers and scammers. Combined with the inherently low-profit and high-risk nature of lending protocols, this has led to the protocol being in a state of long-term losses.The team's current top priority is to ensure that users can safely withdraw their assets. All users are strongly advised to withdraw any remaining funds from the platform as soon as possible.

According to Bleepingcomputer, Trezor and Ledger users have fallen victim to physical letter scams, where fraudsters impersonate official organizations to lure users into scanning QR codes that lead to phishing websites, and deceive them into providing their recovery phrases under the pretext of "identity verification checks" and "transaction checks," thereby facilitating the theft of cryptocurrency assets.

According to CoinDesk, at the Consensus Hong Kong conference, Sui executives Stephen Mackintosh and Evan Cheng stated that 2025 will be a "watershed year" for institutional crypto adoption, as the introduction of the "Genius Act" has significantly increased institutions' understanding and demand for crypto assets.Mackintosh pointed out that the surge in Digital Asset Treasury (DAT) tools, the successful issuance of spot Bitcoin ETFs, and the entry of large trading firms like Citadel and Jane Street all indicate that institutions are accelerating their investments in crypto infrastructure and talent. He noted that even though market sentiment may weaken temporarily, options trading volume has reached record levels, and the structural growth trend remains unchanged, stating that "institutional demand has never been stronger."Cheng emphasized that traditional finance (TradFi) and decentralized finance (DeFi) will move towards integration rather than competition in the future. He pointed out that traditional products often have a "T+1" or longer settlement period, while DeFi offers "T+0" instant settlement, providing a clear efficiency advantage. Through asset tokenization, investors can immediately engage in collateralized lending after acquiring assets, thereby layering DeFi strategies on top of traditional exposures.Both executives also stated that tokenization and "agentic commerce" (AI-driven on-chain transactions) will become key focus areas in the next phase.

The founder of FTX, Sam Bankman-Fried, has seen significant appreciation in his early investments prior to his conviction. He invested $500 million in the AI startup Anthropic, which is now valued at around $70 billion; Solana (SOL) tokens worth $60 million that he purchased at $8 each peaked at $2.1 billion; a $100 million investment in the Sui blockchain development team Mysten Labs has now appreciated to over $800 million; additionally, his 7.5% stake in Robinhood is now worth about $10 billion.If SBF's assets had not been seized by authorities after the collapse of FTX, these early investments could have yielded him over $80 billion. SBF's failure was not due to poor investment judgment, but rather because of the illegal misappropriation of customer funds and violations of financial regulations, ultimately leading to the collapse of his empire.

As ETH once again falls below $2000, a whale has increased its position by 3000 ETH long contracts, with an average purchase price of $1919. It holds a total of 105,000 ETH across two addresses, with a total value of $204 million, resulting in an unrealized loss of $10.229 million.Address 0xa5B...01D41: Holds 60,000 ETH ($116 million), opening price $2048.9, unrealized loss $6.36 million;Address 0x6C8...D84F6: Holds 45,000 ETH ($87.34 million), opening price $2029.38, unrealized loss $3.869 million.

According to market data, Bitcoin whales have recently accumulated approximately 53,000 Bitcoins, marking the largest increase since last year, providing some support to the price after several weeks of selling. However, overall market demand remains relatively concentrated, raising doubts about whether the market has truly entered a recovery phase.Currently, the price of Bitcoin is still down about 40% from last year's peak, with some cryptocurrency ETF investors in a state of unrealized losses, while institutional buying has also slowed down. Analysts believe that, in the absence of broader capital participation, this round of buying is more likely to be a phase of stabilizing the market rather than a signal of a trend reversal.

According to HyperInsight monitoring, a certain "ETH Super Short" has been firmly shorting since $2,940 and recently began to reduce positions, with current floating profits expanding to $8.34 million. The short position worth $88.9 million has been gradually closed, and its current value is $16.45 million.This whale has accumulated profits of over $80.9 million through shorting ETH, and has been continuously shorting ETH on Hyperliquid since 2024, always using the highest leverage (previously 50x, currently 25x).

According to Jinshi, Federal Reserve's Bostic stated, "I am beginning to see people questioning their confidence in the dollar."

According to Coin Bureau, two major Bitcoin whale groups have been actively buying as the price of Bitcoin fell below $60,000.Wallets holding 1,000 to 10,000 Bitcoins increased their holdings by 22,000 Bitcoins, while wallets holding 10,000 to 100,000 Bitcoins have added another 18,000 Bitcoins since last Friday.

According to market news, some long-dormant wallets are waking up and buying Ethereum at a low. Address 0x55C1 was dormant for 2 years and withdrew 10,000 ETH (worth $19.24 million) from Binance 6 hours ago. Address 0x1342, after being dormant for 1 year, withdrew 1,892 ETH (worth $3.75 million) from Binance 30 minutes ago.

According to official social media news, HTX DAO will appear as a gold sponsor at the 2026 Global Web3 Developer Conference (GWDC) at booth A1. Huobi HTX Global Advisor and core builder of HTX DAO, Sun Yuchen, will be present to deliver a keynote speech. HTX DAO ambassador Molly will also present an in-depth sharing titled "The Path of DAO: Decentralization without Dogma."This Global Web3 Developer Conference is hosted by Web3Labs and will be held from February 8 to 9, 2026, at Cyberport in Hong Kong. The conference will gather industry representatives from public chains, trading platforms, AI × Web3, RWA, infrastructure, investment institutions, and developer communities, aiming to create a Web3 developer event with diverse perspectives.

According to on-chain analyst Ai Yi's monitoring, the whale 7 Siblings has accumulated 17,757.77 ETH at an average price of $1,964.55, worth $34.88 million.This whale has collateralized a total of 423,048.58 ETH through Aave and Maker to borrow $254 million in stablecoins.

According to Gate market data, the declines in the three major U.S. stock index futures have widened, with the S&P 500 index futures down 1%, the Nasdaq futures down 1.6%, and the Dow futures down nearly 0.6%.

Scimitar Capital co-founder zlex posted on platform X that in the past week, two ETH whales holding substantial assets have closed most of their leveraged positions. This move has caused ETH to drop over 20%, dragging BTC down to the support level of the last cycle's historical high.The decline began when "10·11 insider whale" Garrett's 200,000 ETH perpetual long position was forcibly liquidated over the weekend, bringing the price close to the liquidation line of Trend Research's leveraged position on Aave. Currently, Trend Research has repaid hundreds of millions in positions, while Garrett has additionally sold approximately $300 million worth of ETH in spot. Trend Research's liquidation price has dropped to around $1,600, which is about 24% away from the current price. Once Ethereum rebounds, this vicious cycle will come to an end. The market should realize this soon, and strong technical support makes this the right time for Ethereum and the entire cryptocurrency market to bottom out. We hold a direct long position in Ethereum.

Bloomberg senior ETF analyst Eric Balchunas posted on the X platform that despite Bitcoin's price experiencing a 40% drop, leading to many investors showing paper losses, only about 6% of assets have actually flowed out of Bitcoin ETFs, with 94% still holding their positions.In contrast, the behavior of veteran Bitcoin investors (OGs) under similar market conditions may differ, indicating that the new generation of ETF investors is more committed to a long-term holding strategy.

According to CoinDesk, the crypto market shows signs of stabilization after a significant sell-off on Tuesday, with Bitcoin and Ethereum rebounding from their recent lows, but the overall derivatives market remains in a risk-off state.On the macro level, the U.S. House of Representatives passed a government funding plan to end part of the government shutdown, boosting U.S. stock futures and global risk assets; precious metals also rebounded, with gold returning above $5,000 and silver rising to around $90, with a daily increase of nearly 6%.In the derivatives market, traders continue to reduce risk exposure, with the total nominal open interest of crypto futures contracts across the network dropping to $105.9 billion, the lowest level since April of last year. The 30-day implied volatility of Bitcoin has climbed to an annualized 53%, the highest level since December 1, while the open interest in Bitcoin and Ethereum futures has decreased by 0.7% and 2%, respectively.

According to monitoring by Hyperinsight, the Strategy opponent address (0x94d3...) continuously increased its long positions in ETH and SOL within about ten minutes, accumulating a total increase in value of over $13.045 million.The specific operations were: around 15:20, it continuously rolled over its ETH long positions, accumulating an additional 3,192.17 ETH, with a total value of approximately $7.65 million. During the same period, it also increased its SOL long positions, adding 57,342.34 SOL, valued at about $5.395 million. After these operations, the total value of its ETH long positions increased to $65.9302 million, with an average price of $2,270; the scale of its SOL long positions increased to $19.5303 million, with an average price of $98.9.This address is known for establishing large-scale short positions in mainstream coins during the continuous large-scale accumulation of BTC by Strategy in December, and at one point had a position size exceeding $100 million, becoming the largest BTC short on Hyperliquid.

According to market news, the largest short whale of on-chain gold, "On-chain Stock Investor" (0xfc66...), has concentrated on shorting various commodities with $80 million, and the weekly profit has reached $9.4 million. This address has been continuously closing positions to take profits, primarily focusing on short positions in on-chain U.S. stocks related to XYZ 100 (Nasdaq 100 Index), with the relevant holdings decreasing from about $19.6 million to less than $300,000 over the past few days.Subsequently, the released funds will be reinvested into short positions in precious metals, with the total scale of related short positions reaching $47 million. Among them, the largest short position is in PAXG (on-chain gold), amounting to $24.9 million. Meanwhile, the overall holding structure of the account has undergone significant changes. The total holding scale has increased to $115 million, retaining about $57 million in commodity shorts, while some focus has been shifted back to the crypto market, with nearly $59 million in new long positions established, heavily buying dips in XRP, SOL, ETH, and other cryptocurrencies. The related holdings in on-chain stocks have been significantly reduced.The current main holdings in commodities compared to last Friday are as follows: 5x PAXG (on-chain gold): the holding scale increased from $12 million to $24.9 million, average price decreased from $5,250 to $4,991, with an unrealized profit of about $980,000; 5x xyz:GOLD (gold mirrored contract): the holding scale increased to $12.8 million, average price decreased from $5,320 to $4,814, with an unrealized loss of about $83,000; 2x xyz:SILVER (silver mirrored contract): the holding scale increased to $9.49 million, average price decreased from $108 to $81, with an unrealized loss of about $170,000.It is reported that this address has previously focused on on-chain contract operations for crypto assets, continuously reducing high-leverage ETH, BTC, and SOL short positions since January 8 of this year; gradually increasing holdings in on-chain stocks, with current on-chain stock positions cumulatively increasing by nearly $80 million within a month, recently returning to the crypto market.