Encrypted Breakfast | February 3 1. Gold prices have been highly volatile recently, continuing their decline yesterday. The CME Group's increased margin requirements exacerbated the sharp sell-off triggered last week following Warsh's nomination as the next Federal Reserve Chairman. Gold briefly fell to a daily low of $4402.93 before rebounding somewhat, with a daily range of $480, ultimately closing down 4.59% at $4660.91 per ounce. 2. The three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 1.5%, the S&P 500 up 0.54%, and the Nasdaq Composite up 0.56%. 3. Due to the partial government shutdown, the U.S. Bureau of Labor Statistics postponed the release of its employment report, originally scheduled for Friday. 4. The US and Iran are set to hold nuclear talks. The Iranian president has ordered the commencement of special nuclear negotiations with the United States, and a US special envoy and the Iranian foreign minister will meet in Turkey on the 6th. 5. SpaceX issued a statement announcing its acquisition of xAI, an artificial intelligence company also owned by Elon Musk. xAI also issued a statement confirming that it has "joined SpaceX". 6. Strategy increased its holdings by 855 BTC, bringing its total unrealized profit to $1.332 billion: average cost $76,052. 7. Binance SAFU fund purchased 1,315 BTC: worth $100 million, as a reserve conversion. 8. Tom Lee: Crypto may be bottoming out, and the sell-off is gradually losing momentum. 9. Sky Protocol (formerly MakerDAO) repurchased 130 million SKY tokens in January, costing $8.5 million USDS. 10.ZAMA Binance Coinbase was listed, and it was immediately dumped, but fortunately it is currently maintaining around 0.035. 11. Four.Meme Launched the "Tax and Fee Mode" feature, introducing an on-chain transaction tax mechanism. 12. Bankr now supports token issuance on the Solana network. Token issuance uses a bonding curve. The creator (or its delegator) pays a 0.5% fee. After the migration: 50% of the transaction fees go to the creator (or fee delegator), 40% to bankr, and 10% is burned. 13. OpenClaw version update, focusing on fixing security vulnerabilities such as local file inclusion and execution injection, enforces TLS 1.3 and adds system prompt protection, while optimizing Discord thread routing, streaming stability and memory search, integrating 20+ community contributions, further strengthening its reliability and momentum as a privacy-first open source self-hosted AI agent platform. 14. OpenAI announced the launch of Codex, a macOS-exclusive application, a cutting-edge AI coding platform that supports multi-agent collaboration, reusable skills, and background automation. However, the release coincided with the height of the #keep4o protests, with users accusing it of being a distraction from the creative and general needs of the soon-to-be-obsolete GPT-4o by offering developer tools, leading to a surge in subscription cancellations. [Bitcoin Market Analysis] Bitcoin's daily chart shows a bottom with increased volume, but the trend is still very poor. Panic continues to spread, but remember that the more panic there is, the more you should buy the buy the dips. After a big drop, there will naturally be a rebound, and after a big rebound, there will naturally be a drop. The current trend is a bear market, unless it returns to around 10. Although there has been a rebound in the 4-hour chart, it is very weak. The overall market momentum is currently very weak, so it needs time. I have a premonition that the next bull market will be triggered by agents, so learn AI and related tools well, and you won't be anxious when the bull market comes. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.