According to a recent report by Bitfinex, while Bitcoin possesses unique monetary attributes, it typically fluctuates in tandem with global stock markets and high-growth thematic assets during risk repricing cycles. This is not a judgment on Bitcoin itself, but rather a result of portfolio rebalancing and liquidity management. For example, the recent synchronized decline of Bitcoin with risk assets reflects investors adjusting their exposure to AI and other assets. Tether CEO Paolo Ardoino points out that compared to previous cycles, the Bitcoin market now boasts deeper liquidity, greater institutional participation, and regulated investment vehicles (such as spot ETFs), making it more resilient after pressure. In 2026, Bitcoin may experience volatility due to changes in AI sentiment or risk repricing events, but due to increased institutional holdings and improved market structure, it is unlikely to experience prolonged price crashes of 70-80% as seen in past cycles. Bitcoin's long-term resilience and market structure are strengthening, making its position in global asset allocation more robust.

Odaily Planet Daily reports that Nvidia (NVDA.O) CEO Jensen Huang stated that Nvidia will definitely participate in this round of investment in OpenAI, which could mark the company's largest investment to date. Huang did not specify the investment amount but indicated it is not the previously reported $100 billion. According to a Wall Street Journal report on Friday, Nvidia's investment plans in OpenAI had stalled after some within the company expressed concerns. (Jinshi)

According to Huoxun Finance on January 31, OnchainLens monitoring revealed that a newly created wallet, "0x9D2," bought HYPE for $44.99 million and then sold it all for $41.27 million, incurring a loss of $3.72 million within three days.

Huoxun Finance reported on January 31 that Nikita Bier, product manager of X and consultant for Solana, responded to the recent significant increase in creator reward revenue sharing on the X platform. He stated that the increase in reward revenue sharing for creators on the X platform is mainly due to the recent crackdown on matrix and "water army" accounts, including setting AI avatars, placing traffic-driving reward links in bios, and having non-compliant interactive content in tweets.

According to Huoxun Finance on January 31st, the sharp drop in gold and silver prices on Friday began with reports that Trump would nominate Warsh as the new chairman of the Federal Reserve. Dirk Malaki, managing director of SLC Management, stated that Warsh's hawkish background reduces the risk of a broad-based depreciation of the dollar. The market is returning to an orderly monetary policy track. Analysts also mentioned that traders taking profits quickly at the end of the month, or banks hedging against the impact of a sudden drop, may have contributed to the precious metals sell-off. Adrian Ash, head of research at BullionVault, said he has been involved in the precious metals market for 20 years and has never seen anything like it. However, he downplayed the possibility of retail investors suddenly withdrawing funds on Friday, pointing to similar unusual movements in base metals markets such as copper, where copper futures fell 4.5% on Friday. Ash also stated that looking only at gold and silver, it's easy to say this is retail frenzy, but there is no retail participation in the base metals market.