Gate Insights and Crypto Market Analysis

比特幣現金（BCH）週二跌破 522 美元，此前在 534.80 美元多次受阻。多空比率 0.90 顯示空頭主導，現貨和期貨市場均呈賣盤優勢。RSI 為 44 低於中性水準，可能出現死貓反彈後繼續下探 478.70 美元支撐。

撰文：Cathy 2026 年 2 月 3 日，Vitalik Buterin 在 X 和以太坊社区发布长文，核心观点只有一句话：五年前制定的、将 L2 视为以太坊主要扩容手段的路线图，已经失效。 这话从别人嘴里说出来是看衰，从 Vitalik 嘴里说出来就是判决。 与此同时，市场给出了自己的判决 —— 主流 L2 代币较历史高点暴跌超 90%，比特币占有率接近 60%，山寨币集体失血。 一个残酷的问题摆在所有人面前：除了 BTC、ETH 等少数已上线 ETF 的币种之外，数以万计的山寨币还有活路吗？ 01 Vitalik 的 L2「反水」 长期

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Quick Facts: ➡️ Ethereum has established strong support above $2,000, with $2,150 serving as the critical invalidation level for the bullish thesis. ➡️ A confirmed breakout above $2,850 is

以太坊 MVRV Z-Score -0.42 進投降區，分析師意見分裂。歷史最低 2018 年 -0.76，兩週跌 30% 至 1,825 低點。CryptoQuant 稱正投降但強度不如 2018/2022。CEX 警告報稅季流動性限制恐續跌。樂觀派稱負 MVRV 歷史上爆炸性復甦，最佳恐慌買入時機。

Former FTX co-CEO Ryan Salame, currently serving a 90-month federal prison sentence, has launched a conspicuous public campaign seemingly aimed at securing a presidential pardon. Using third parties to post on social media platform X, Salame has published a stream of messages vocally aligning with Donald Trump's political agenda, attacking prosecutors, and reframing his conviction as a political persecution. This public relations effort from behind bars is a significant development as it

財經名嘴 Jim Cramer 稱川普會在 60,000 美元買進比特幣護盤。財長貝森特澄清無此權力，不會動用納稅人錢。美國政府持 230 億比特幣皆為執法沒收，現僅停售累積非主動購買。建立正式儲備需國會立法，目前無買幣機制。

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Sam Bankman-Fried (SBF) used a new X thread on Feb. 9 to reframe his criminal case as “Biden’s political lawfare,” positioning himself alongside Donald Trump and former FTX executive Ryan Salame in

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Quick Facts: ➡️ Bitcoin is consolidating under $70k; technicals suggest a breakout toward $85k-$100k if resistance at $72.5k clears. ➡️ The primary downside risk is losing the $60k support,

以太坊基金會贊助 SEAL 打擊竊取者，發起超過 1 兆美元安全計劃。資助專職工程師與 SEAL 合作。創建安全儀表板追蹤六維度：用戶體驗、智慧合約、基礎設施、共識、監控、治理。詐騙累計竊 10 億，2025 年降至 8,400 萬創低。

Morgan Stanley has upgraded Cipher Mining and TeraWulf to overweight, seeing potential in their shift towards infrastructure-style valuations. Conversely, Marathon Digital received an underweight rating due to its heavy dependence on bitcoin price volatility.

AscendEX, a global cryptocurrency exchange that makes investors’ crypto journey better, today announced a strategic partnership with Metamoonshots, a metaverse platform that offers exclusive features and investment benefits to its users. This collaboration enabled AscendEX to integrate its crypto tr

Ripple has also improved its institutional tools by “upgrading Ripple Custody with advanced security, hardware, and services.” The aim of the company is to improve digital asset infrastructure and attract banks, funds, and regulated global entities. Ripple has continued to improve its institution

白宫于2月10日召开稳定币政策会议，旨在解决《CLARITY 法案》的僵局。会议未就稳定币收益达成一致，争议焦点在于奖励的法律定性。众议院已通过法案，提出消费者自我保管和去中心化金融的监管排除，未来的妥协可能影响稳定币设计与收益获取。

In brief Vitalik Buterin said Monday the very frame of “work on AGI” is flawed and called for AI development guided by decentralization, privacy, verification, and human empowerment. He outlined an Ethereum-linked roadmap focused on local LLMs, zero-knowledge payments for private AI API

美国银行业反对加密和金融科技公司直接接入美联储支付系统，要求设定12个月的等待期，确保新获牌机构具备安全运营记录。争论焦点在于支付基础设施的访问权，银行担忧可能的挤兑风险，而加密公司则寻求绕过中介。白宫介入协调，希望找到解决方案。

韩国金融监督院已对Bithumb交易所的大规模比特币误付事件展开正式稽查，调查其是否违反持有义务、存在幽灵货币及内部管控漏洞，关注误付数量异常和审批流程问题。此事件可能影响虚拟资产市场的信任。

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure A long‑running dispute between the US banking sector and the crypto industry is widening, with tensions now extending beyond stablecoin yields to a new regulatory flashpoint: “skinny” Federal

比特幣暴跌至 60,000 美元後回升至 69,800 美元，拋售程度堪比 2022 年 FTX 崩盤。巨鯨 8 天內淨拋 81,068 枚，幣安存款佔比達 48.5%，交易所鯨魚比率飆至 0.447 創新高。已實現損失達 8.89 億美元，ETF 四個月失血超 60 億美元。

比特幣挖礦難度下調 11% 創 5 年最大跌幅，從 141.6 兆降至 125.86 兆，每 P 算力收益從 70 美元腰斬至 35 美元。德州暴風雪限電導致上市礦商日產量暴跌超 60%，Bitfarms 等礦企轉型 AI 數據中心股價飆漲。