Institutional investors accelerated short selling of U.S. equities, with hedge funds cutting single-stock exposure at the fastest rate since October and marking a second consecutive day of selling. Five of 11 sectors saw heavy liquidation, while the S&P 500 fell 1.19% over five days and the Dow gained 1.29%.

On February 6, 2026, blockchain data cited by Lookonchain showed Marathon Digital moving 1,318 BTC, valued at about $86.9 million, to custodians including Two Prime, BitGo, Galaxy Digital and others. The transactions are part of a broader pattern of strategic Bitcoin reallocations by Marathon and other large institutional and corporate holders aiming to manage treasury risk and liquidity.

Strategy CEO Michael Saylor said the firm plans a Bitcoin security program to address potential quantum‑computing risks, coordinating with global cyber, crypto, and Bitcoin security communities. Chaincode Labs research suggests 20%–50% of all Bitcoin could be vulnerable, an estimated $400–$900 billion, while industry figures differ on when quantum capabilities might meaningfully threaten the network.

On February 5, 2026, World Liberty Finance sold 73 WBTC for $5.04 million in USDC, with Lookonchain citing a $69,000 unit price. Arkham data shows the sale occurred in two batches worth $2.77 million and about $2.28 million. Lawmakers also questioned WLFI's ownership and UAE ties at a House Financial Services Committee hearing.

On February 5, 2026, the U.S. Federal Communications Commission opened a formal public review of SpaceX's proposal to deploy a non-geostationary orbital data center system for AI computing. SpaceX seeks approval to operate up to 1 million data-center-style satellites between 500 and 2,000 kilometers in altitude, linking them with optical inter-satellite connections and coordinating with its Starlink constellation. The initiative is intended to provide energy-efficient AI compute in space and is now subject to a comment period running through March 6.

On February 4, MediaTek warned that surging AI demand is straining global chip supply and raising costs, and said it will adjust pricing and allocate supply based on profitability. The company reported fourth‑quarter revenue of $4.76 billion, up 8.8% year over year, while net income declined 3.6% to T$23.1 billion.

On January 31, 2026, Hyperliquid's daily revenue rose to $4.3 million, its highest level since November, supported by incentives, liquidity programs, and strong trading activity. The protocol is maintaining about $4.58 billion in TVL, while HIP-3 perpetual futures open interest climbed to a record $793.27 million alongside heavy whale activity in HYPE. One major HYPE holder realized a $4.92 million profit after unstaking and selling, and another whale moved $14.87 million in tokens from Galaxy Digital.

On Friday, Illinois' Department of Financial and Professional Regulation closed Metropolitan Capital Bank & Trust for unsafe and unsound conditions and an impaired capital position, appointing the FDIC as receiver. First Independence Bank will assume substantially all deposits and purchase about $251 million in assets. The FDIC estimates a $19.7 million impact on the Deposit Insurance Fund.

Jupiter Exchange, a Solana-based DEX aggregator, is facing criticism after Q4 ASR stakers were asked to export their seed phrases into the Jupiter wallet to claim rewards on mobile and desktop. Community members argue that exposing seed phrases for relatively small payouts creates serious security risks, while Jupiter says the step is meant to ensure fair allocation and prevent abuse. For the Jupuary 2026 airdrop, the project reduced its planned JUP token distribution from 700 million to 200 million following a community vote over dilution concerns.