Research firm K33 argues that bitcoin's slide toward $60,000 last week likely formed a local low, citing capitulation-style signals across spot, ETF flows, and derivatives. The firm highlighted extreme readings in trading volumes, funding rates, options skews, and sentiment indices, and now anticipates a drawn-out consolidation band between $60,000 and $75,000 with possible retests of support but limited further downside.

Strategy Executive Chairman Michael Saylor told CNBC he expects bitcoin to generate returns two to three times higher than the S&P 500 over the next four to eight years as his firm keeps accumulating BTC. Onchain data shows BitMine purchased about $84 million in ether in a single day while South Korea’s Financial Supervisory Service opened a full investigation into Bithumb after a multibillion-dollar internal ledger error.

IREN shares dropped about 18% and traded around $39.79 after reporting fiscal second‑quarter results on Thursday. In a Friday client note, Bernstein said the selloff reflected the absence of a new AI hyperscaler agreement, adding that bitcoin‑linked volatility is no longer central as the company pivots toward AI infrastructure.

Blockratize Inc., the company behind the Polymarket prediction platform, filed U.S. trademark applications on Feb. 4 for the POLY and $POLY wordmarks covering software and crypto-related services. The move follows earlier confirmation from Polymarket executives that they intend to launch a native POLY token with an airdrop, although no launch date or token design has been disclosed.

Bitcoin fell back under $69,000 on Thursday, wiping out gains since its 2021 cycle peak amid intensified selling across spot and derivatives markets. Binance rejected claims it had sent a cease-and-desist letter over insolvency allegations, while U.S. spot Bitcoin ETFs saw $545 million in net outflows and related Ethereum and Solana products also recorded withdrawals. At the same time, Tether committed a $100 million equity investment in Anchorage Digital and U.S. lawmakers opened a probe into a $500 million World Liberty Financial deal tied to the UAE.

Ethereum developer Griff Green plans to redirect unclaimed funds from The DAO's 2016 exploit into a new Ethereum security fund targeting large-scale protection. Tether CEO Paolo Ardoino said USDT has no direct interest in proposed curbs on stablecoin yield because it does not share rewards with users, while the Senate Agriculture Committee narrowly advanced its digital asset market structure bill.

BitMine Immersion said Monday it purchased 40,302 ETH since its Jan. 20 update, raising its Ethereum treasury to 4,243,338 ETH, valued around $12.3 billion, with total crypto and cash at $12.8 billion. As of Jan. 25, it also held 193 BTC and stakes in Eightco and Beast Industries, and had staked 2,009,267 ETH.

On Monday, the New York Stock Exchange announced plans to build a tokenized securities platform designed to enable around-the-clock trading and onchain settlement for U.S.-listed stocks and ETFs, pending regulatory approval. The system will pair the NYSE's Pillar matching engine with blockchain-based post-trade infrastructure and forms part of parent company Intercontinental Exchange's broader strategy to support 24/7 markets through tokenized capital and deposits.

Tom Lee-chaired BitMine Immersion has increased its Ethereum holdings to 4,167,768 ETH after purchasing an additional 24,266 ETH, bringing its combined crypto and cash reserves to $14 billion. The firm now controls over 3.45% of Ethereum's circulating supply and has ramped up its staked ETH to 1,256,083 ETH, almost double the level of the previous week.