Balls of steel; that’s what those who HODLed Bitcoin yesterday needed when prices plunged by more than $10,000. As the digital gold acts more like a volatile Solana meme coin, institutions are recalibrating. True, some like MicroStrategy, or Strategy now, might be smiling, but they remain under immense pressure. However, looking at on-chain data, there are some refreshing moves after MARA Holdings, formerly Marathon Digital, readjusted its treasury. Yesterday, on February 5, on-chain data showed that th ...

Bitcoin miner Marathon Digital (MARA) has transferred 1,318 BTC, worth $86.9 million, in 10 hours as Bitcoin slumps to $64K. The miner moved to a mix of three crypto wallets, on-chain data revealed. Per Arkham, MARA moved a large chunk of 653.773 BTC to credit and trading firm Two Prime, worth about $42.01 million in one transfer. Minutes later, a smaller amount of 8.999 BTC, worth about $578,000, was sent to the same Two Prime-tagged address. A separate chunk of about 300 BTC was sent to crypto custodi ...

吴说获悉，据 Lookonchain 监测，比特币矿企 Marathon Digital Holdings（MARA）在过去约 10 小时内 向 Two Prime、BitGo 及 Galaxy Digital 转出合计 1,318 枚 BTC，约合 8689 万美元。目前仍持有 52850 枚 BTC，约合 34.4 亿美元，位居全球第二。 （来源：吴说） ...

South Korea’s neobank KBank has filed 13 trademark applications for stablecoin wallets. It plans to trademark names like KSC Wallet, KSTA Wallet, Kstable Wallet, and Kbank SC Wallet. This comes as the company accelerates its planned Initial Public Offering (IPO). KBank Takes Another Shot at an IPO The new submissions come after the company previously filed trademark applications for stablecoin tickers in July 2025. According to KIPRIS’s database, these applications were classified into software for digi ...

吴说获悉，据 OnchainLens 监测，TRUMP Meme 团队分配钱包向 BitGo Custody 地址转入 5.267M 枚 TRUMP，按当时价格约合 2244 万美元。市场据此猜测是否为后续 OTC/出售相关安排。 （来源：吴说） ...

大家好，我是风音，一家四百多人技术开发软件公司的商业模式设计师。 2026年2月1日凌晨，币圈彻底炸了锅，一场史诗级暴跌突然来袭！ 龙头币种比特币带头跳水，价格一度跌破76000美元/枚，创下近10个月来的新低——要知道，1月初它还站在9.7万美元的高位，短短一个月，价格跌去近 2万美元，开年至今累计跌幅已经达到10%。 截至目前，比特币勉强回弹到78500美元左右，但颓势根本挡不住，市场恐慌情绪已经拉满。 这不是比特币孤军奋战的暴跌，而是整个加密货币市场的"集体翻车"。 以太坊单日最大跌幅超11%，最低跌到2202美元；Solana、狗狗币等热门币种跌幅全超10%，一些小市值币种更是跌得离谱，跌幅直接突破14%，相当于 投10万，一天就亏1.4万。 更惨的是无数加杠杆的投资者，一夜之间从"奔富"变"返贫"。 据数据统计，24小时内全球加密货币总市值蒸发超1100亿美元，折合人民币约7700亿元——相当于10个顶级上市公司的市值一夜归零； 全网合约爆仓金额高达25.61亿美元，超42.35万名投资者惨遭爆仓，其中九成以上都是看涨的投资者，最大一笔爆仓单更是高达2.22亿美元，有人加50 倍、100倍杠杆追高， ...

Venture investors have charged into 2026 at full throttle, despite market volatility and global political chaos. They ploughed $1.4 billion into crypto companies in January, according to DefiLlama data. That’s 14% more than in January 2025, even though the number of funding events dropped to 60 from 85, suggesting bigger bets across fewer targets. Among the top investors this month are traditional Wall Street institutions like BNY Mellon, Fidelity, Citadel Securities, and Bain Capital. Frontier VCs lik ...

加密资产托管公司 Copper 正在就潜在 IPO 进行早期评估，是否推进上市将取决于其短期收入表现；知 情人士称，Goldman Sachs、Citi 和 Deutsche Bank 可能参与相关工作，但 Copper 表示目前并无明确 IPO 计划。该动向紧随竞争对手 BitGo 上周在纽约证券交易所上市，其 IPO 估值约 20 亿美元，反映市场关 注点正从投机型代币转向数字资产托管、结算等基础设施领域。（CoinDesk） （来源：吴说） ...

The crypto-focused subsidiary of Japan’s largest investment bank has joined the growing list of digital asset firms seeking a coveted banking charter from the U.S. Treasury Department. The subsidiary, Laser Digital, is based in Switzerland and owned by the Nomura Group, the Tokyo investment banking and brokerage giant. On Tuesday evening, Laser announced it had filed an application with the U.S. Office of the Comptroller of the Currency to form a national trust bank.  The bank, Laser Digital National Trust ...

Core Insights - C1 Fund Inc. announced the successful IPO of its portfolio company BitGo, marking C1 Fund's first exit less than six months after its own IPO [1][3] - BitGo is valued at over $2 billion and has over $104 billion in assets on its platform, with more than 9.3 million wallets created [2] Investment Focus - C1 Fund targets late-stage private companies that facilitate institutional adoption of digital assets through essential infrastructure and services [3][4] - The investment in BitGo aligns with C1 Fund's strategy of backing businesses with strong institutional adoption and a clear path to operating within regulated markets [3] Market Context - The public listing of BitGo reflects the maturation of the digital asset ecosystem and the increasing importance of regulated platforms for institutional participation [4] - C1 Fund differentiates itself by focusing on equity ownership in companies that build and operate the infrastructure supporting the digital asset economy, rather than direct exposure to cryptocurrencies [4][5]