Trent Van Epps has left the Ethereum Foundation after five years, expressing gratitude for his team's collaboration on upgrades and funding. He will still contribute to Protocol Guild and Ethereum's political economy.

VanEck CEO Jan van Eck stated that Bitcoin prices may be approaching a cyclical bottom, as the market is undergoing a final adjustment of the "four-year cycle," with prices expected to gradually recover by 2026. He believes that Bitcoin's supply mechanism is a key factor in determining price trends, and the current market may be at a bottoming-out stage. Meanwhile, amid financial uncertainty, cryptocurrencies will become an important tool.

VanEck CEO Jan Van Eck pointed out in an interview that the current crypto market is rebounding, but Bitcoin is still down over 50% from last year's highs. He mentioned Bitcoin's investment cycle and believes that we are currently in a bottoming phase, which is a good sign of recovery.

The BIP-360 proposal introduces a new output type aimed at enhancing Bitcoin's defenses against quantum computing. Analyst James Van Straten believes that Bitcoin's price will experience significant volatility due to this development, but also expresses concern about the disposal of long-unused Bitcoins.

February 10 News, as the spot gold price approaches $5,000 per ounce, the valuation gap between altcoins and gold has widened sharply. Crypto analyst Michaël van de Poppe pointed out that the current "altcoin-to-gold" ratio has fallen to its lowest historical level, with the weekly RSI dropping to 25, approaching the extreme levels seen during the 2020 pandemic black swan event. This indicator is seen as a "structural low-price" signal for non-mainstream crypto assets relative to precious metals. Against the backdrop of a strong rally in gold, RWA tokens linked to physical gold have become some of the few contrarian assets. PAX Gold (PAXG) fluctuates around $5,035, with a daily trading volume exceeding $400 million; Tether Gold (XAUT) remains around $5,013, with a nearly 11% increase over the past month. However, from a global perspective, the market size of tokenized commodities is only about $800 million to $1 billion, still very limited compared to the trillions of dollars in the global spot gold market.

February 10 News, Ethereum (ETH) continues to fluctuate at low levels, with the latest price hovering around $2000 and failing to regain the $2100 level. As on-chain valuation metrics fall into historically sensitive zones, the market is beginning to reassess: Is ETH approaching a long-term bottom, or does it still face the risk of a secondary decline? Crypto analyst Michaël van de Poppe pointed out that Ethereum's current Market Value to Realized Value (MVRV) ratio has significantly deviated from its "fair range," a level that historically only appears at the end of major bear markets. He mentioned that during the COVID-19 crash in 2020, the 2018 bear market bottom, the Terra-Luna collapse in 2022, and the market plunge in April 2025, ETH's valuation all fell into similar ranges, followed by medium- to long-term rebounds.

The crypto community is divided on Bitcoin's short-term trend, with some analysts warning of a potential new low, while others expect the price to rebound to $84,000. Keth Alan believes the bottom has not yet been reached, while Rekt Capital is bearish. Michaël van de Poppe and Samson Mow are optimistic, expecting the price to recover.

Analyst James Van Straten stated that during the sharp decline in Bitcoin prices, "whales" holding over 10,000 BTC continued to buy, while other holdings were selling off. Despite smaller investors being bearish and continuously selling, the number of independent entities holding at least 1,000 BTC has increased, indicating that large funds are absorbing selling pressure during the market correction.

VanEck Digital Asset Research Director Matthew Sigel clarifies the report by The New York Times, stating that Jan van Eck is not bearish on Strategy Inc., but has indicated that VanEck is currently not adopting the DAT strategy. Currently, VanEck holds 284,000 shares of Strategy Inc. and is increasing its position.

BlockBeats News, January 14 — CoinDesk analyst James Van Straten wrote that "in this cycle, Strategy (MSTR) accounted for about 75% of the retracement, allowing Bitcoin itself not to experience an equivalent decline, as volatility shifted from spot Bitcoin to MSTR common stock. Meanwhile, Michael Saylor at approximately 1x"