MarketWhisper

Bhutan sells off $22 million worth of BTC, reducing holdings from 13,295 coins to 5,700 coins, dropping to seventh place. In 2019, hydroelectric mining accumulated $765 million worth of BTC, but after the halving, costs doubled, leading to a significant decline in production. Bitcoin crashed this week, with prices once approaching the $70,000 mark.

CFTC Chair Selig withdraws proposal to ban sports political event contracts during the Biden administration, criticizing it as a "reckless regulatory approach before the election." Not issuing final rules, the new regulations based on the Commodity Exchange Act will promote innovation. At the same time, the September staff letter requesting litigation preparation has been withdrawn. This affects Polymarket and Kalshi, but the platforms still face legal challenges in multiple states.

Caroline Ellison net worth is estimated at $5 million in 2026, down from peak wealth at FTX. The former Alameda CEO transferred $22.5 million before collapse and earned $20 million bonus in 2021. Released after serving 14 months, Caroline Ellison testified against Sam Bankman-Fried, receiving reduced sentence for revealing $4 billion fraud scale and fake balance sheets.

Satoshi Nakamoto is the pseudonymous creator who published Bitcoin's whitepaper in 2008 and launched the network in 2009. Despite creating a trillion-dollar asset class, Satoshi Nakamoto's identity remains unknown. The creator holds 1.1 million BTC worth $135 billion, untouched since 2010. Satoshi Nakamoto vanished in 2011. Prime suspects include Hal Finney, Nick Szabo, and Peter Todd, while Craig Wright was disproven in court.

Revolut transferred 26,155,300 ENA tokens to anonymous address on January 29, 2026. Users don't own cryptocurrencies bought through Revolut—only exposure without withdrawals. The platform faces controversy over mass account freezes lasting weeks. Founded in 2015, Revolut offers 21 cryptocurrencies but operates as parabank without Bank Guarantee Fund protection.

No meme coins are hitting $1—massive token supplies make it mathematically impossible. DOGE at $0.10 has slim chance, while SHIB, PEPE, BONK need 99%+ burns. The "No. rage face" meme created by Chris Farral in 2010 captures investor response to unrealistic targets. Dawgz AI merges memes with AI utility.

Stellar breaks below $0.167, with a long-short ratio of 0.85, reaching a monthly low as short positions increase. Open interest drops to 95 million, the lowest in 14 months, down 13% for the week, breaking below the lower trendline of the wedge. RSI at 26 indicates oversold conditions, and the MACD death cross persists. Support is at $0.160, with a rebound target of $0.180.

Tether CEO clarifies that the 20 billion fundraising is a misunderstanding; it is only an extreme scenario cap, not an actual target. Compared to an AI loss valuation of 800 billion, Tether earns over 10 billion annually to support a 500 billion valuation. With a US debt holding of 141.6 billion, it ranks as the 18th largest holder globally, surpassing Deutsche Bank. The launch of the compliant stablecoin USAT, targeting the US market, and the appointment of Bo Hines as CEO to compete with Circle.

Tianrui Xiang announced that investors exchanged 15,000 Bitcoins for equity, valued at approximately $1.1 billion. Bitcoin is making its first entry into a publicly listed company as a "contribution asset," not through buying ETFs or issuing bonds, but by directly exchanging for shares. MicroStrategy holds 710,000 Bitcoins through financing, and Tianrui Xiang's completion of the exchange will make it the eighth-largest holding surpassing Coinbase.

The NASDAQ index experienced its most severe two-day consecutive plunge, Bitcoin crashed close to $70,000, gold slightly rose, and the US dollar recovered its losses. US Treasury Secretary Janet Yellen stated "support for a strong dollar," drawing a red line, indicating that the dollar is no longer a stable asset. This round of pressure overwhelmed crowded trades (gold, Bitcoin), leading to a stampede in assets driven by consensus. However, the 2-year US Treasury yield slightly declined, reducing the likelihood of systemic risk outbreak.

SBI Holdings and Sony's behind-the-scenes Startale are collaborating to promote Strium Layer 1, focusing on tokenized securities, positioning as Asia's foundational trading layer, offering 24/7 trading, DeFi portfolios, and real-time cross-border settlement. They plan to leverage SBI's existing 80 million customers and recently launched a testnet. The first partnership announcement is scheduled for August 2025, with a recent launch of the Japanese Yen stablecoin.

Ethereum co-founder Vitalik Buterin reflects on the Layer2 strategy, stating that decentralization is far slower than expected and the vision no longer holds meaning. Nearly 100 Layer2 projects have raised over $3 billion, with a total FDV exceeding $10 billion, but only Base remains active. Among the top 20, only 1 has reached Phase 2, and 12 are at Phase 0 relying on multi-signature. Layer1 scaling has become the new focus.

Aster is suspected of insider trading due to weak token prices, but CEO Leonard clarified that CZ is only an advisor and not a decision-maker. YZi Labs' Chief Investment Officer has a long-term lock-up. The project has repurchased 254 million tokens and burned 78 million. The buyback is now automatically executed on-chain, with funds traceable from transaction fees. The platform's TVL and trading volume remain high, with transaction fees supporting long-term buybacks.

Ripple executives attended the White House Cryptocurrency Regulatory Summit on February 3rd and received significant recognition. Donations exceeded $50 million in 2024, and in 2023, they gained an advantage by winning part of the SEC lawsuit. Participating in the summit is part of a long-term strategy to advocate for favorable policies. The community's focus is on strategic influence rather than price, believing that federal recognition will eventually be achieved. Ripple has become a policy influencer in the United States and can directly articulate regulatory perspectives.

The Financial Times of the UK published an article commenting on MicroStrategy's dilemma, believing that the company's Bitcoin gamble has come to an end. Its cost basis is $76,000, and recent Bitcoin fluctuations around this price have caused significant pressure. In the US, pension funds in 11 states have lost 60% ($330 million), with an initial investment of $570 million now reduced to $240 million. MicroStrategy's stock price has fallen 67% in half a year, with frequent issuance of dilutive shares to shareholders.

Pi coin at $0.15 is under pressure as Bitcoin drops to $75,000, dragging down altcoins. Pi coin's 2-month unlock of 189 million tokens creates the largest supply pressure in history, with CEX net inflow of 1.76 million indicating selling intent. RSI at 42 is bearish, and MACD is close to a potential crossover at the signal line. Breaking below $0.15 tests $0.1450, with the daily close below this level dropping to support at $0.14.

XRPL permissioned domain launched on February 4th, with XLS-80 passing at 91.18%. In the public chain credential control environment, only KYC/AML verified accounts can participate. It lays the foundation for an authorized DEX integrated with XLS-70d. Ripple 300 partners can securely use the DEX, with on-chain banking transactions limited to participants, offering high speed and low fees without the need for private chains. Provides access control for RWA.

BCG, Aptos Labs, and Hang Seng Bank white paper state that tokenization in Hong Kong can double asset management scale. Based on the e-HKD+ pilot, a survey of 500 retail investors shows that 61% are willing to double their investments, and 97% are interested. It addresses counterparty risk, reduces costs, and enables 24/7 liquidity. BCG: The turning point in 2026 requires transitioning from pilot to commercial scale.

Cipher subsidiary Black Pearl Compute issued 2 billion in bonds, with subscriptions exceeding 13 billion, a 6.5x oversubscription. The funds will be used to build a data center in Texas, leasing AWS for 15 years totaling $5.5 billion, with a yield of 6.125%. The company received a 5.4% stake from Google. Despite the stock dropping 12%, the shift from mining to AI has sparked a funding frenzy.