10 #Bitcoin ETFs inflows 7,066 $BTC(+$703.6M) and 9 #Ethereum ETFs inflows 14,425 $ETH(+$48.32M) yesterday.

On February 1, official data shows that fueled by the recent AI Agents boom spurred by Moltbook, tokens minted by Clanker—the Base Network’s launcher—surpassed 13,000 on both January 30 and 31, marking the highest level since mid-March 2025. Meanwhile, trading volume for Clanker-minted tokens topped $300 million over the past two days, with fees exceeding $3 million for two straight days—both hitting all-time highs.

Feb 1 – Vitalik Buterin published an article analyzing incentive design failures in the crypto space, including Steemit and BitClout. The core issue: those models failed to lift up high-quality content, instead amplifying the influence of people with existing social status. He praised Substack’s successful model, which drove content diversification and constructive discussions by manually curating top-quality creators (such as its top 10 subscription authors). Vitalik proposed creating a non-tokenized DAO (similar to the Protocol Guild framework) with two key goals: build a collective public brand larger than any single creator, and collectively negotiate profit opportunities—while keeping the group small enough for manageable internal governance. The critical detail? Creator tokens would act as a signaling tool: new members must burn some tokens to join the DAO, ensuring speculators function as quality filters rather than fueling self-reinforcing hype. This way, token spec

Feb. 1 — Per NBC News, U.S. House Speaker Mike Johnson (R-La.) expressed confidence there will be enough votes by at least Tuesday to end the partial government shutdown.

February 1st: Per monitoring from HyperInsight (via its Telegram channel @HyperInsight), the "ZEC Largest Short" address (0xd475) partially closed out part of its ETH short position, temporarily reducing its ETH short exposure by 967.68 ETH—valued at roughly $3.11 million. Even after this reduction, the address still holds an ETH short position worth $53.55 million, with an unrealized profit of approximately $18.43 million to date. This address is well-known for amassing a massive short position on ZEC: it began shorting ZEC when the token traded at $184, turning a $21 million loss into a profit.

On Friday, February 1, Tom Lee shared his 2026 market outlook during an appearance on the podcast *The Compound*. Lee remains broadly optimistic about cryptocurrency, arguing that despite short-term pullbacks (including speculative capital shifting into precious metals), the long-term bull market—launched in 2022 as a decade-long cycle—remains in its early stages. He also acknowledges the crypto market is currently in a bearish phase, facing significant short-term pressure. Ether (ETH) could test a bottom around $2,400; today, Ethereum briefly hit a low of $2,200 and is now trading near $2,400. If the ETH/BTC ratio rebounds to its historical high, ETH could reach roughly $12,000. These views align with his public commentary since the start of the year, and Lee has repeatedly predicted 2026 will see a “drop followed by a rally” in the market, with Bitcoin still on track to hit a new all-time high.

February 1 — Donald Trump delivered a keynote address at the Alfalfa Club’s annual black-tie dinner Saturday night, where he reportedly mocked attendees sarcastically during the closed-door event. According to attending sources, Trump told the audience of business leaders and Washington elites that he chose Wash because the latter “looks like he walked out of a movie.” He added that if Wash does not lower interest rates once elected, he will sue him. Later that evening, when asked about the remarks aboard Air Force One, Trump said it was “just a joke” and that no nomination commitment had been received from Wash. “I could do it if I wanted to, but I didn’t,” he noted. (Wall Street Journal)