Note: The X account is not owned by the original Enron entity. Users should be aware of the risk.

**Goldman Sachs noted on February 4 that significant upside risk remains for its December 2026 gold price target of $5,400 per ounce.** The bank added that January’s gold price moves were mostly driven by Western fund inflows—not speculative activity—while silver saw a far steeper correction. Tight liquidity in the London market has amplified two-way price swings across precious metals. For silver, beyond volatility tied to a call option structure similar to gold’s, persistent London liquidity constraints have exacerbated extreme price moves. (Source: FX678)

February 4: Per LookOnChain monitoring, three four-year dormant addresses (likely controlled by the same entity) began buying ETH 8 hours ago. Collectively, they spent $13.1M to acquire 5,970 ETH at an average price of ~$2,195 each.

On February 4th, blockchain analytics provider LookOnChain reported that the Bitcoin whale address bc1pyd—after steadily accumulating BTC—stopped buying and sold all 5,076 of its holdings (valued at roughly $384 million) over the past 8 hours, incurring an approximate loss of $118 million.

**CoinDesk: WisdomTree Crypto Operations Shift to Core Priority, Near Profitability** Per a Feb. 4 CoinDesk report, Jonathan Steinberg—CEO of $150 billion asset manager WisdomTree—said the firm’s crypto business has moved from early-stage experimentation to a core strategic priority and is near profitability. The asset manager is rapidly expanding its digital asset footprint: its tokenized assets have grown from ~$30 million to ~$750 million, and it’s adding support for more blockchains, including Solana. Steinberg views crypto as a core component of modern financial infrastructure, noting that tokenized funds, the WisdomTree Connect platform, and strategic alignment with compliance-focused tokenization technology are key initiatives driving the firm’s long-term growth.

On February 4th, Cookie DAO announced the launch of its Moltbook Agent Tracking application—accessible at molt.cookie.fun—which monitors: - Moltbook agents’ "mindshare" - Popular posts and news - Top agents, ranked by mindshare and engagement Additionally, molt.cookie.fun provides an API for both agents and developers, and natively integrates Claude Skills.

February 4, trader Eugene Ng Ah Sio shared in his personal channel, saying: "I’m still not interested in the market—everything looks really bad right now. The next price level I’m watching is way lower than current levels. It’s unfortunate things are unfolding this way, but I’ve shifted back to 100% cash and I’m sitting on the sidelines."