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Glonghui, February 4th｜Kathleen Brooks from XTB stated in a report that software stocks may continue to be under pressure in the short term. She pointed out that investors are becoming more selective, only supporting certain companies. Entering 2026, AI-related trades are showing significant differentiation, and in the short term, individual stock performance is still mainly driven by company-specific factors. This situation may put pressure on the Nasdaq Index, as investors, influenced by various factors, prefer small-cap stocks over tech giants. However, she also mentioned that the AI supply chain is not without highlights. “Memory and chip manufacturers will be essential to support Anthropic’s latest tools and other future products.”

Foresight News reported, according to Cointelegraph, that Ethereum co-founder Vitalik Buterin tweeted that the original vision of L2 as the main scaling engine is no longer applicable, and called for a shift towards specialization.Optimism co-founder Karl Floersch responded by welcoming the construction of modular L2 stacks, but pointed out that Stage 2 is not yet ready, withdrawal windows are long, and cross-chain tools are insufficient, expressing support for native rollup precompiled contracts. Arbitrum co-founder Steven Goldfeder emphasized that scaling remains the core value of L2, noting that during periods of high activity, Arbitrum and Base process over 1000 TPS, far exceeding Ethereum, and warned that if Ethereum becomes unfriendly to rollups, institutions may turn to independent L1s.Base lead Jesse Pollak stated that L1 scaling benefits the ecosystem, and L2 should not be just a "cheaper Ethereum." Base focuses on user onboarding and applications, account abstraction, privacy, and other specializations. StarkWare CEO Eli Ben-Sasson hinted that Starknet already meets the criteria for specialization.

According to monitoring by Scam Sniffer, an address starting with "0x2dfc" on Ethereum mistakenly transferred 3.5 WBTC (approximately $266,000) to a phishing address starting with "0x85cBe4af" due to a copy error, instead of the intended exchange deposit address starting with "0x85cbb0E8".