On February 1, 2026, the U.S. SEC signaled a policy shift during opening remarks at a joint SEC–CFTC harmonization event. Chairman Paul S. Atkins said Congress is nearer to bipartisan market-structure legislation, with regulators aiming for clearer, principle-based rules over enforcement-led actions. Cooperation with CFTC Chair Mike Selig was emphasized.

On 1 February 2026, Zero Knowledge Proof drew attention with a continuous presale model that issues 190 million ZKP tokens every 24 hours and runs a $5 million rewards program. At the same time, Cardano is engaged in governance and regulatory debates, while Uniswap trades around $3.90 after a sharp pullback despite solid on-chain activity. These contrasting approaches highlight how token distribution design, oversight discussions, and DeFi sentiment are shaping investor focus in the current market.

On 1 February 2026, Bitcoin extended its decline toward the $77,000–$78,000 support area, with technical indicators showing oversold conditions and weakening momentum. Strategy currently holds 712,647 BTC at an average cost of about $76,038, leaving the position slightly profitable near the latest trading levels around $77,600. Michael Saylor has hinted at the possibility of further accumulation as the market hovers just above the firm's cost basis after previously seeing its holdings valued above $80 billion near Bitcoin's $126,000 peak.

On January 31, 2026, Arkham said the "Hyperunit whale" had exited his entire Ethereum long, locking an estimated $250 million loss. On February 1, 2026, ETH hovered near $2,400 during a market sell-off, and Arkham noted only $53 remained in the trader's Hyperliquid account.

On 1 February 2026, Solana traded near $105 after a momentum-driven pullback, while Stellar hovered around long-term support at $0.18. At the same time, Zero Knowledge Proof is running a 450-day presale auction across 17 stages, backed by $100M in prior investment and an anticipated $1.7B raise. The contrast highlights how short-term volatility in SOL and XLM differs from ZKP’s focus on token allocation structure and infrastructure-led growth.

On 1 February 2026, the White House said it will convene senior banking and crypto executives on Monday to discuss a stalled Senate crypto bill. According to sources familiar with the matter, the issue has been elevated to a top policy priority amid concerns over regulatory uncertainty. Direct engagement is seen as a shift toward decisions that could speed policy outcomes.

On 1 February 2026, an article profiled five cryptocurrencies for February, spotlighting LivLive and its real‑world engagement pitch. It outlines a Stage 1 presale at $0.02, over $2.2 million raised, a $0.25 launch target, and a 200% BONUS200 token incentive, contrasting these with perceived limitations in Zcash, Bitcoin, Ethereum, and XRP.

On 1 February 2026, Michael Saylor said that Strategy would not be liquidated on its Bitcoin position even in an extreme scenario where BTC falls to $1. The company holds 712,647 BTC at an average purchase price of $76,038, leaving it about 1.8% above breakeven with Bitcoin trading near the upper $70,000 range. Its exposure is mainly backed by long-dated convertible debt rather than margin-based funding, which Saylor argues keeps forced-selling risk low despite the current market correction.

On 1 February 2026, Tom Lee’s Ethereum-focused vehicle BitMine was estimated to be sitting on roughly $6 billion in unrealized losses from its more than 4 million ETH position. The firm’s average acquisition cost is around $3,800 per ETH, while the asset is trading near $2,300, reflecting about a 40% drawdown. Despite the pressure, BitMine continues to accumulate and stake Ethereum, with the position reportedly unencumbered by margin calls or forced liquidations.