Key Market Information Discrepancy on February 5th - A Must-See! | Alpha Morning Report
Top News
1.The New York Times: SEC Takes Action to Reduce Its Enforcement in the Cryptocurrency Space
3.Sol Strategies Announces Additional Purchase of 40,300 SOL in January at an Average Price of $246.53
4."Crypto Tsar": Exploring the Feasibility of Bitcoin Reserves
5.NYSE Submits 19b-4 File Application for Grayscale LTC ETF
Articles & Threads
1. "South Korea's Crypto Great Escape: Capital, Companies, and Talent Exodus"
"Crypto-Friendly President" Trump's inauguration and the establishment of the U.S. Securities and Exchange Commission's Crypto 2.0 Task Force will accelerate the structural transformation of the global Web3 market. This marks a key turning point. Talent, capital, and companies may migrate to countries with sound regulatory frameworks, while the outflow from jurisdictions with regulatory uncertainty will intensify."
2. "$20 Billion Liquidated in the Crypto Market, What Were the Causes of the Sell-off?"
On the last two days of 2025, Bitcoin briefly fell below $92,000, with a total of $20.28 billion liquidated across the network in the past 24 hours, including $17.66 billion in long liquidations and $2.7 billion in short liquidations. Additionally, in the last 24 hours, a total of 700,594 individuals were liquidated, with the largest single liquidation occurring on Binance - ETHUSDT worth $25.635 million.
24H Top Projects (‼️High Rug Risk‼️)
Daily new projects or community focus updates, filtered and ranked by X Alpha account follow count and growth
Data Source: getmoni.io
BlockBeats Note: The following are all early-stage projects with low follower counts, extremely high Rug and contract risks. Participation should be cautious and is not investment advice
1. Defend Crypto (@Defend_Crypto)
Aims to support open-source and privacy in cryptocurrency. 50% of the supply will be locked in LP through Meteora. 100% of LP fees will be donated through Giveth to Tornado Cash developers Alexey Pertsev and Roman Storm's legal defense.

2. Herd (@herd_eco)
Cryptocurrency collaboration terminal where you can search, understand, and act with AI agents

3. cultsdotmoney (@cultsdotmoney)
Anonymized social project in the Berachain ecosystem incubated by Bgirl Capital

Market Data
Daily market overall capital heat (reflected by funding rate) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate

Token Unlocks

You may also like

IOSG Founder: Please tell Vitalik the truth, let the OGs who have enjoyed the industry's dividends enlighten the young people

Morning Report | SpaceX reveals it holds approximately $1.45 billion in Bitcoin; Nvidia's Q1 financial report shows revenue of $81.6 billion; Manus plans to raise $1 billion for buyback business

Insiders: DeepSeek is forming a Harness team to compete with Claude Code

SpaceX officially submitted its prospectus, unveiling the largest IPO in history

The financial changes under the new SEC regulations: Opportunities and regulatory red lines behind "tokenized stocks"

Blockchain Capital Partner: The structure of on-chain dual-layer capital is still in the early stages of value discovery

Secured over $60 million in funding from Dragonfly, Sequoia, and others, learn about the on-chain derivatives protocol Variational | CryptoSeed

I tested with $10,000: zero wear and tear, annualized 8%, and can earn points (with complete tutorial + screenshots)

Eight departments take strong measures to regulate cross-border brokers, what do you think?
Cheers, Charts & AI: A Recap of WEEX Labs' Openguin Party Energy at ETHMilan 26

Morning Report | Deloitte acquires crypto infrastructure company Blocknative; stablecoin company Checker completes $8 million financing; a16z may have become the largest external institutional holder of HYPE

Interpretation of xBubble SOP: Packaging Vibe Coding for non-technical users

From Followers to Price Setters: The Role of the Crypto Market is Reversing

a16z invested $356 million to aggressively acquire HYPE, surpassing Paradigm to become the largest external holding institution

Google officially declares war

Coinbase stuffed USDC into Hyperliquid; who made money from this transaction?

It is Bankless that needs Ethereum, not Ethereum that needs Bankless




