After 8 years of inactivity, a certain address received 243 BTC and transferred it to Gemini.

**February 3** — The U.S. Senate cleared a key procedural hurdle Monday night for a compromise to end the ongoing partial government shutdown, setting the stage for the legislation to face a House vote Tuesday. However, the bill could hit a second procedural roadblock: a House floor “rule vote,” which requires a simple majority to open debate and advance to a final vote. House votes are typically sharply partisan, meaning Speaker Johnson will need near-unanimous support from Republican members for the measure to pass. The partial shutdown—affecting roughly 78% of federal government operations—entered its third day after Congress failed to send remaining spending bills to former President Trump by January 30. The House had previously passed an initial bipartisan bill to fund the government through the end of fiscal year 2026 (September 30), but Democrats unanimously opposed the plan in protest of Trump’s immigration crackdown in Minneapolis. (Golden Finance)

On Feb. 3, Binance announced it had identified and resolved its withdrawal issue.

On-chain data shows Vitalik Buterin sold 493 ETH on February 3, valued at roughly $1.16 million. Four days earlier, he transferred 16,384 ETH from a personal wallet to a multi-sig wallet, with sales kicking off today. This move aligns with his January 30 announcement of a "multi-year donation plan." Per his statement, the initiative aims to support building a full-stack open-source system—one that is secure and verifiable across both software and hardware.

February 3rd — Per the Coinbob Popular Address Monitor, the largest on-chain gold short whale (alias "On-chain Stockholder," address 0xfc66...) has amassed an $80 million short position across commodities, with weekly profits hitting $9.4 million. In recent days, the address has closed positions to lock in profits: it drastically cut its on-chain U.S. stock shorts (primarily tracking the XYZ100 Nasdaq 100 Index) from ~$19.6 million to under $300k, then redirected those funds to precious metals shorts, pushing total short exposure to $47 million. Its top short is PAXG (on-chain gold) at $24.9 million. The account’s overall holdings have jumped to $115 million, with key shifts: - ~$57 million in remaining commodity shorts - ~$59 million in crypto long positions (aggressively buying the dip on XRP, SOL, ETH) - Sharply reduced chain-linked stock positions Compared to last Friday, its main commodity positions are: - 5x PAXG: $12M → $24.9M; avg price $5,250 → $4,991; ~$980k

On February 3, South Korean fintech firm Hecto joined the Circle Payment Network (CPN). The partnership aims to provide enterprises with compliant cross-border stablecoin-powered fiat payment solutions, enabling efficient fund transfers from South Korea to international markets.

On February 3, ARK Invest CEO Cathie Wood told the podcast *The Rundown* that gold’s current price relative to the M2 money supply has hit an all-time high—surpassing levels seen during the 1970s high-inflation era or the 1930s Great Depression (periods marked by extreme currency collapse or hyperinflation). But the current macro environment tells a different story: expanding money supply, no economic collapse, and ample liquidity. This means gold has “priced in the worst-case scenario/fear” and is in a phase of “irrational exuberance,” likely to see a pullback. Bitcoin, however, is still in its early stages. “If I were a bold investor, I’d switch from gold to Bitcoin right now,” she noted. Wood also reaffirmed her bullish price target for Bitcoin: $1.5 million by 2030.