According to Lookonchain monitoring, the two whales accumulated a total of 29,079 ETH in the past half day, of which: 0x46DB withdrew 19,503 ETH (worth $40 million) from OKX in the past 13 hours, and 0x28eF withdrew 9,576 ETH (worth $19.78 million) from Binance in the past 8 hours.

Bithumb, a South Korean exchange, has an outrageous operational ceiling: Bithumb issued 620,000 BTC out of thin air. (Golden Finance) Someone almost made a free $130 million profit.

Caixin.com published an article titled "China Announces Regulatory Framework for Allowing Domestic Assets to Issue RWAs Overseas," which states that the issuance of RWAs (Real-World Asset Tokenization) overseas by Chinese domestic assets will no longer be a gray area. Regulatory authorities believe that foreign debt RWAs, equity RWAs, and asset securitization RWAs should be regulated according to the principle of "same business, same risk, same rules," referring to the same legal and regulatory oversight as their corresponding traditional financing businesses. Therefore, foreign debt RWAs are regulated by the National Development and Reform Commission (NDRC); equity RWAs and asset securitization RWAs are regulated by the China Securities Regulatory Commission (CSRC). Similar to traditional overseas financing businesses, overseas RWAs also involve the repatriation of funds raised overseas, which is regulated by the State Administration of Foreign Exchange (SAFE). Other forms of RWAs are regulated by the CSRC in conjunction with relevant departments according to their respective responsibilities. In short, there are three types of RWA: foreign debt RWA, equity RWA, asset securitization RWA, and other forms of RWA. The first three correspond to the traditional overseas financing business, where corporate foreign debt is reviewed and registered by the National Development and Reform Commission, stock issuance is reviewed by the stock exchange and registered by the China Securities Regulatory Commission, and asset securitization is reviewed by the stock exchange. All other situations are classified as the fourth type.

The global cryptocurrency market cap now stands at $2.24T, down by -8.03% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $65,550 and $71,751 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $68,459, up by 4.29%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include LA, API3, and BANANAS31, up by 69%, 24%, and 19%, respectively. Market movers: ETH: $2022.26 (+6.22%) BNB: $638.46 (+2.35%) XRP: $1.4163 (+7.79%) SOL: $85.32 (+6.48%) TRX: $0.2746 (+1.89%) DOGE: $0.09573 (+4.36%) BCH: $520.3 (+10.47%) WLFI: $0.1017 (-5.40%) U: $1.0003 (-0.09%) ADA: $0.2681 (+5.55%) Top gainers on Binance: LA/USDT (+69%) API3/USDT (+24%) BANANAS31/USDT (+19%)

Jim Bianco, president of Bianco Research posted on X, questioning if the STRI surge is due to genuine freight demand or winter chaos. Trucks are stuck in snow, affecting deliveries.

According to Polymarket data, trading volume related to the Super Bowl exceeded $690 million, currently reported at $699 million. Only one Super Bowl remains, with Seattle having a 68% chance of winning and New England a 32% chance.

ProCap Financial's Chief Investment Officer Jeff Park recently shared insights on the evolving dynamics of Bitcoin's market trends. According to PANews, Park suggested that the traditional belief linking Bitcoin bull markets to monetary easing might need reevaluation. He indicated that more accommodative policies, such as interest rate cuts, may no longer serve as the primary catalyst for Bitcoin's next bull phase. Park proposed that the key driver for Bitcoin's future growth could be its entry into a 'positively correlated Bitcoin' phase. This scenario would see Bitcoin prices rising even in an environment where the Federal Reserve is increasing interest rates. Such a development would signify Bitcoin's departure from the narrative of relying on quantitative easing (QE) liquidity. If this scenario unfolds, it could challenge established financial system logic, including the risk-free rate pricing mechanism, the dominance of the U.S. dollar, and the yield curve pricing method. Park's insights suggest a potential shift in how Bitcoin interacts with broader economic policies and financial structures.

South Korean regulators launched an emergency probe into Bithumb after a system error mistakenly distributed 2,000 BTC to hundreds of users during a promotion. source: https://www.cryptopolitan.com/korean-emergency-probe-bithumb-bitcoin-error/

India's Trade Minister Goyal announced on Saturday that the India-U.S. trade agreement does not include provisions for importing genetically modified agricultural products. According to Jin10, this statement addresses concerns from agricultural groups regarding market access and food standards under the agreement. On Friday, the United States and India unveiled a provisional framework agreement aimed at reducing tariffs, reshaping energy relations, and deepening economic cooperation. Both nations aim to adjust global supply chains to further advance the trade agreement. Goyal noted that as part of the agreed agricultural trade concessions, the agreement allows certain Indian agricultural products, including bananas and mangoes, to enter the U.S. market duty-free.

null source: https://x.com/RealAllinCrypto/status/2020063834153635937

Vietnam's Ministry of Finance proposes to tax cryptocurrency transfer transactions conducted through licensed service providers at a rate of 0.1%, consistent with the current stock transaction tax rate. According to the draft policy released by the Ministry of Finance, individual investors, regardless of their place of residence, will be required to pay a 0.1% tax on the transaction value when conducting cryptocurrency transfers. Institutional investors will be subject to a 20% corporate income tax on profits earned through cryptocurrency transfers, calculated based on profits after deducting purchase costs and related expenses. However, cryptocurrency transfers and transactions will be exempt from value-added tax (VAT). The draft also formally defines crypto assets as digital assets that rely on encryption or similar technologies for issuance, storage, and transmission verification. The proposed legal capital threshold for establishing digital asset exchanges is 10 trillion VND (approximately US$408 million), with a maximum foreign ownership limit of 49%. (Hanoitimes)

2026 will be the year we decide that mainstream adoption at the expense of core values ​​is not worthwhile. Decentralization that is "good enough" is not good enough. Users deserve something better than trusting infrastructure providers to access "trustless" networks.

While regulatory oversight of virtual currencies and stablecoins has been further strengthened, a narrow compliance loophole seems to have been left open for RWA businesses, which were recently subject to strict regulatory scrutiny.

This game is far from over—the next wave of price increases may not be driven by optimism, but by the essential need to "have to buy."

Barclays believes that the sharp decline in the software industry is having a significant impact on its business development companies, which hold a high percentage of investment exposure (20%).

"2.6" is destined to be recorded in the history of virtual currencies, and it seems to have provided the reason for this crash.

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse Morning 8," issue 2960, providing you with the latest and fastest news on the digital currency and blockchain industry.

RWA, Law, Policy, Official Stance: The Rules of the Game for RWA in China Have Been Defined—RWA Will No Longer Be a Gray Area. Golden Finance, February 6, 2026, a day worth remembering.

The China Securities Regulatory Commission (CSRC) hereby issues the "Regulatory Guidelines on the Issuance of Asset-Backed Securities Tokens by Domestic Assets Overseas," which shall take effect from the date of issuance.

What Ethereum is vying for here is a more subtle new label: the underlying clearing layer for AI collaboration.