According to a chart released today by Matrixport, as reported by Odaily Planet Daily, although Bitcoin has fallen by about 14% year-to-date, crypto stocks as a whole have still outperformed BTC, but there has been a significant divergence in individual stock returns within the sector. Specifically, brokerage and trading platforms (such as Robinhood and Coinbase) have seen double-digit pullbacks; while some Bitcoin mining companies, after shifting their business focus to AI data centers, have still recorded double-digit gains year-to-date, even after last week's correction. This divergence indicates a change in market pricing. In the past, the market tended to treat crypto assets as a unified whole, moving in tandem with each other; now, it is beginning to judge them separately based on the different business models and main business directions of various companies. As a result, the synchronicity between related stocks and Bitcoin has decreased, opening up alpha potential at the individual stock level. The significant dispersion of year-to-date (YTD) returns in the table is a direct reflection of this change.

According to Lookonchain monitoring, three whales are currently buying gold tokens. One whale (0x2788) withdrew 1500 XAUT from OKX two hours ago, worth $7.58 million. Another whale (0x4E3c) withdrew 931.33 PAXG from Binance four hours ago, worth $4.75 million. A third whale (0xDea3) bought 732.8 PAXG one hour ago, worth $3.74 million.

Odaily Planet Daily reports that Binance has launched two exclusive Opinion-related events within the Binance Wallet: - Booster Event: Participants can share a 5,000,000 OPN airdrop reward by completing phased tasks and supporting the project's early development; - Binance Alpha Airdrop Event: OPN will be listed on Binance Alpha, allowing eligible users to claim Opinion tokens (OPN) within Binance Alpha. Furthermore, OPN is the core utility token of the Opinion ecosystem, with a total supply of 1 billion, used to support platform service usage, governance participation, and the capture and return of network value.

According to Odaily Planet Daily, Binance stated in a post on its X platform that in 2025, Binance processed 38,648 erroneous deposits, returning over $48 million to users. To date, Binance has recovered over $1.09 billion in total funds.

According to Huoxun Finance on February 4th, a whale/institution that profited $98.95 million through swing trading bought another 750 cbBTC ($55.95 million) today. In the days following the sharp drop, it has purchased $318 million worth of assets: 83,392 ETH ($204 million) at an average price of $2,450 and 1,500 cbBTC ($113 million) at an average price of $75,820. It now holds a total of 173,000 ETH ($406 million) and 1,500 cbBTC ($113 million), with a floating loss of $65.43 million: ETH average cost of $2,667 and cbBTC average cost of $75,820.