Google beats Q4 earnings, shares edge lower on AI spending plans

Google parent Alphabet reported fourth-quarter earnings that exceeded Wall Street expectations, posting record full-year revenue above $400 billion for the first time. Despite the strong results, shares slipped in after-hours trading as investors assessed plans for a sharp increase in AI-related capital spending. Alphabet said fourth-quarter revenue rose 18% year over year to nearly $114 billion, beating analyst forecasts. Net income climbed 30% to $34.5 billion, while earnings per share increased 31% to $2.82, also ahead of estimates. For full-year 2025, the company reported revenue of $403 billion and profit…

$2.9B Bitcoin ETF Outflow, Bearish Futures Data Project More BTC Downside

Key takeaways: Heavy outflows from Bitcoin exchange-traded funds and massive liquidations show that the market is purging highly leveraged buyers. Bitcoin options metrics reveal that pro traders are hedging for further price drops amid a tech stock sell-off. Bitcoin (BTC) slid below $73,000 on Wednesday after briefly retesting the $79,500 level on Tuesday. This downturn mirrored a decline in the tech-heavy Nasdaq Index, driven by a weak sales outlook from chipmaker AMD (AMD US) and disappointing United States employment data.  Traders now fear further Bitcoin price pressure as spot exchange-traded…

PEPE’s 48% Crash Sends It To Yearly Lows, But It’s Far From Over

PEPE has pushed deeper into its corrective phase in early February after a sharp selloff wiped out nearly half of its value in just two weeks. The meme coin is now trading around its yearly low zone following a 48% decline that unfolded in line with a technical outlook shared by an analyst on X.  PEPE’s price action since the start of the year shows a full unwind of a few days’ rally, and the next question is whether the meme coin is still working through distribution or preparing the…

CME Group Weighs Issuing Proprietary Token for Collateral and Margin

Chicago-based derivatives exchange CME Group is weighing the launch of its own digital token as it explores how tokenized assets could be used as collateral across financial markets, according to comments from CEO Terry Duffy. Speaking on a company earnings call, Duffy said CME is reviewing different forms of margin, including tokenized cash and a CME-issued token that could operate on a decentralized network. He said: Not only are we looking at tokenized cash […] we’re looking at different initiatives with our own coin that we could potentially put on…

Telegram’s Durov Sounds Alarm About Spain’s Online Age Verification law

Pavel Durov, the co-founder of the Telegram messaging platform, sounded the alarm about the Spanish government’s plan to usher in online age verification and restrict social media platforms for individuals under the age of 16. The proposed law will lead to increased government-led censorship of online content, breaches of privacy through de-anonymizing users and mass-surveillance, Durov said on Wednesday. “Pedro Sánchez’s government is pushing dangerous new regulations that threaten your internet freedoms. Announced just yesterday, these measures could turn Spain into a surveillance state under the guise of ‘protection.’”  Source:…

Anthropic rules out ads for Claude as Super Bowl spot targets ChatGPT ad plans

Anthropic reaffirmed that its flagship assistant, Claude, will remain ad-free, framing the stance as integral to user trust and long-form usefulness, even as rival OpenAI recently signaled it is exploring advertising across its ChatGPT products. The company reinforced that message with a Super Bowl advertisement that mocked the idea of ads appearing inside AI conversations, positioning Claude as a commercial-free alternative. Ads are coming to AI. But not to Claude. Keep thinking. pic.twitter.com/n2yECeBWyT — Claude (@claudeai) February 4, 2026 In an accompanying blog post, Anthropic said advertising would be incompatible…

Matt Hougan: Crypto winter may be ending, institutional flows are stabilizing Bitcoin, and the Clarity Act could spark a bull market

Growing Wall Street trust may signal a turning point for crypto equities and a market recovery ahead. Key Takeaways The current crypto winter may be ending, signaling a potential market recovery. Bitcoin’s recent performance aligns with the ongoing crypto winter since January 2025. Institutional investments have masked the true state of the broader crypto market. The disparity between Bitcoin and altcoins highlights the uneven impact of the crypto winter. Institutional flows have prevented a more significant decline in Bitcoin prices. Retail investor exhaustion could be a catalyst for market recovery.…

$55B in BTC Futures Positions Unwound In 30 Days: Will Bitcoin Recover?

Bitcoin’s (BTC) struggle to hold above $70,000 carried on into Wednesday, raising concerns that the a drop into the $60,000 range could be the next stop. The sell-off was accompanied by futures market liquidations, a $55 billion drop in BTC open interest (OI) over the past 30 days, and rising Bitcoin inflows to exchanges. The price weakness has analysts debating whether crypto-specific factors or larger macro-economic issues are the driving factor behind the sell-off and what it may mean for BTC’s short-term future. Key takeaways:  Around 744,000 BTC in open…

Cosmo Jiang: Long-term crypto investment requires patience, gold’s pullback signals new dynamics, and Hyperliquid transforms trading with 24/7 access

Shifts in market dynamics suggest gold’s resurgence may impact Bitcoin’s long-term viability as an asset. Key takeaways Long-term investment strategies in crypto require patience due to market volatility. Price discovery is increasingly happening in internet capital markets, reflecting a shift in asset valuation. Gold is acting as a higher beta asset, with its recent pullback potentially over. Central banks are diversifying into hard assets like gold, affecting its market dynamics. Bitcoin remains a viable asset despite the current focus on gold. Clearing houses hold significant centralized power, impacting market risk…

CME Group explores launching its own coin as exchange deepens tokenization push

CME Group is exploring the possibility of issuing its own digital token as part of a broader review of tokenized collateral, CEO Terry Duffy revealed during the company’s latest earnings call. Duffy said CME is exploring the launch of its own coin that could run on a decentralized network and be used by other industry participants, signaling a potential expansion beyond tokenized cash. The comments came in response to a question from Morgan Stanley analyst Michael Cyprys about CME’s approach to tokenized collateral and whether assets such as stablecoins, tokenized…