According to @ai_9684xtpa, the whale dubbed the 1011 flash crash short insider cut 12,587.99 ETH from Hyperliquid long address 0xb31…283ae in the past hour with a realized loss of about 3.424 million, based on Hyperliquid trader data via hyperbot.network. According to @ai_9684xtpa, a new address 0xcA0…b2998 withdrew 118,000 ETH from Binance over roughly 22 hours at an average withdrawal price near 2871.4, per Arkham Intel. According to @ai_9684xtpa, the trader still holds long exposure of 210,752.65 ETH, 1,000 BTC and 511,000 SOL on Hyperliquid with position value around 767 million and an unrealized loss near 57.13 million, per hyperbot.network. According to @ai_9684xtpa, the account’s cumulative profit has retraced to the lowest since 2025.10 and earlier intraday unrealized loss neared 90 million as BTC and ETH printed local lows, based on hyperbot.network and the cited price prints. According to @ai_9684xtpa, liquidation risk is not immediate because leverage appears low and margin sufficient on Hyperliquid, per the platform metrics.

According to @lookonchain, the whale trader known as BitcoinOG (1011short) is holding roughly $779M in aggregated long exposure across BTC, ETH, and SOL on Hyperliquid and the position is under heavy pressure during the selloff (source: @lookonchain). According to @lookonchain, the trader added another $20M USDC to Hyperliquid about 7 hours ago to support margin (source: @lookonchain). According to @lookonchain citing the Hyperdash trader dashboard, his total PnL declined from over $140M to $9.28M within a week (source: @lookonchain; data: Hyperdash).

According to Charlie Bilello, the Fed has matched market expectations at every FOMC since 2009, and the bond market is pricing only a 2.8% chance of a rate cut heading into the meeting (source: Charlie Bilello on X). According to Charlie Bilello, the committee is expected to hold the policy rate at 3.50–3.75% with no cut, a setup traders can use as a baseline for positioning in risk assets including BTC and ETH into the event (source: Charlie Bilello on X).

According to @CryptoMichNL, BTC saw a small test near 96,000 followed by an immediate rejection, driving a sharp market drop and pushing many altcoins to new cycle lows. Source: @CryptoMichNL. According to @CryptoMichNL, upside requires a consistent higher low and a reclaim of the 21-day moving average to improve the trend structure. Source: @CryptoMichNL. According to @CryptoMichNL, the final hurdle is holding the 50-day moving average and avoiding new lows; if held, expect a fast acceleration and blow-off in Gold alongside a final deep correction in Bitcoin. Source: @CryptoMichNL.

According to @caprioleio, Jefferies strategist Chris Wood removed Bitcoin BTC from his long-term asset allocation model last week due to quantum computing risks, as relayed by @matthew_sigel on X. Source: @caprioleio on X; @matthew_sigel on X. @caprioleio states that BTC upside is capped until the quantum threat is addressed and calls to make 2026 the year to fix Bitcoin’s quantum security. Source: @caprioleio on X. For traders, the move by a widely followed Wall Street strategist highlights the quantum risk narrative as a near-term headwind to institutional allocation and price upside, aligning with the author’s view. Source: description of Chris Wood as widely followed from @matthew_sigel on X; upside cap view from @caprioleio on X. Key catalysts to monitor include the paper referenced in the thread’s replies and any subsequent responses from the cited parties regarding quantum-resilient measures. Source: “The paper that spooked him is in replies” from @matthew_sigel on X; call to fix BTC in 2026 from @caprioleio on X.

According to the source, Bitcoin’s price printed at $0 on Paradex’s perpetuals exchange, triggering a liquidation cascade and prompting a chain rollback on that venue (source: public X post dated Jan 19, 2026). This rollback can affect trade validity, realized PnL, and liquidation states for impacted accounts on the platform, heightening execution and counterparty risk in the near term (source: public X post dated Jan 19, 2026). Traders should reassess open exposure on Paradex-linked instruments, review stops and limits for potential inconsistencies, and monitor BTC perps funding, open interest, and spreads on other venues for spillover signs (source: public X post dated Jan 19, 2026).

According to @CryptoMichNL, MN Fund outperformed Bitcoin BTC by 34.49% over its first seven months while keeping risk management as the primary driver for decision-making. Source: Michal van de Poppe on X, Jan 19, 2026; MN Fund on X, Jan 19, 2026. He states that managing external capital requires prioritizing risk and confirms MN Fund will continue to follow a risk-first approach. Source: Michal van de Poppe on X, Jan 19, 2026. MN Fund adds that many crypto protocols fell more than 70% last year, yet the fund still beat BTC by 34.49% over the measured period. Source: MN Fund on X, Jan 19, 2026. For BTC-benchmarked traders, this track record indicates delivered alpha versus BTC in the challenging market conditions cited by the manager and underscores the practical value of risk-first crypto strategies. Source: Michal van de Poppe on X, Jan 19, 2026; MN Fund on X, Jan 19, 2026.

According to @Andre_Dragosch, market attention is at a high in precious metals and at a low in bitcoin and crypto, highlighting a sentiment divergence relevant for positioning (source: @Andre_Dragosch on X, Jan 19, 2026). He amplified @QuintenFrancois’ view that gold and silver are overvalued while bitcoin and crypto are undervalued, framing a relative-value setup rather than a specific price target (source: @QuintenFrancois on X; reposted by @Andre_Dragosch on Jan 19, 2026). For traders, this points to watching BTC versus gold spreads and potential rotation flows, noting the posts provided no quantitative metrics or timing signals (source: @Andre_Dragosch repost of @QuintenFrancois on X, Jan 19, 2026).

According to @AltcoinDaily, CZ Binance stated that Bitcoin will flip gold and did not provide a timeframe. source: @AltcoinDaily In trading terms, flipping gold refers to BTC’s total market capitalization exceeding the estimated value of above‑ground gold stocks. source: World Gold Council and Investopedia The World Gold Council estimates total above‑ground gold at roughly 208,000 tonnes, implying multi‑trillion‑dollar value at recent prices. source: World Gold Council Bitcoin’s market cap peaked around the $1–1.4 trillion range in 2024, which remains below gold’s aggregate value. source: CoinMarketCap and World Gold Council For positioning, monitor these metrics: BTC total market cap, the BTC/XAU price ratio, U.S. spot Bitcoin ETF developments following January 2024 approvals, and Bitcoin’s post‑April 2024 halving that reduced new issuance by 50 percent. source: CoinMarketCap; TradingView; U.S. Securities and Exchange Commission; Bitcoin.org

According to @CryptoMichNL, ETH is starting to move higher against Bitcoin (ETH/BTC), which he characterizes as a strong signal for near-term momentum. Source: @CryptoMichNL (X, Jan 18, 2026). He also states he expects further upside in the coming days and describes the market as ETH-led since April 2025. Source: @CryptoMichNL (X, Jan 18, 2026).

According to @CoinMarketCap, total crypto market capitalization increased 3.86% to $3.23 trillion, with BTC up 5.15% and ETH up 6.25%. According to @CoinMarketCap, short liquidations spiked above $500 million on January 13 before normalizing. According to @CoinMarketCap, funding rates have risen alongside risk appetite but remain at healthy levels. According to @CoinMarketCap, the advance has been characterized as markets grinding higher toward $100K again for BTC.

According to @CoinMarketCap, BTC rose 5.15% and ETH 6.25%, lifting the total crypto market cap to $3.23T. The update states crypto is decoupling from TradFi and BTC is pushing toward $100K, source: @CoinMarketCap. Short liquidations exceeded $500M on Jan 13, source: @CoinMarketCap. Privacy coins led performance and stablecoin rails continued to expand, source: @CoinMarketCap.

According to @CoinMarketCap, two solo Bitcoin miners each solved a block this week—one on Tuesday and one on Thursday—earning around 300,000 dollars apiece in block rewards. source: @CoinMarketCap on X, Jan 16, 2026 The block reward is composed of the 3.125 BTC subsidy plus transaction fees as defined by the Bitcoin protocol, so payouts of this size are consistent with protocol rules and prevailing fees and prices at the time of mining. source: Bitcoin.org Developer Guide; Bitcoin Wiki (Controlled supply, Transaction fees) This underscores that solo mining wins are statistically rare and high-variance compared with pooled mining, which is why most miners use pools to smooth revenue. source: Bitcoin Wiki (Solo mining; Mining pool) For traders, these isolated wins do not change Bitcoin’s fixed issuance schedule or network difficulty, meaning broader BTC supply dynamics remain unaffected by individual solo finds. source: Bitcoin Wiki (Controlled supply; Difficulty)

According to @santimentfeed, a Jan 15, 2026 market update reviews Bitcoin (BTC), Ethereum (ETH), XRP, Solana (SOL), Monero (XMR), and Zcash (ZEC) and evaluates whether the current bullish price action could develop into a broader bull cycle, with details released on their official YouTube channel. According to @santimentfeed, the coverage focuses on these six assets to help traders gauge whether ongoing momentum is signaling a transition toward a sustained bull market phase.

According to @justinsuntron, TRX would make a new high with another 10 percent gain, as stated in his X post on Jan 15, 2026 (source: https://twitter.com/justinsuntron/status/2011882140942962728). He also highlighted a post by @0xMayyy claiming TRX rose when the broader market rose and continued rising when the market fell, and posed the rhetorical question whether TRX is the real Bitcoin (source: https://twitter.com/justinsuntron/status/2011882140942962728; source: https://x.com/0xMayyy/status/2011879023253819527). The post frames 10 percent as a near-term threshold traders may monitor for potential breakout context on TRX price action (source: https://twitter.com/justinsuntron/status/2011882140942962728).

According to the source, MetaMask added Tron (TRX) support on Thursday as part of its expansion beyond Ethereum, per the Jan 15, 2026 post. The source also states this follows MetaMask’s addition of Bitcoin (BTC) support last month, indicating continued multi-chain rollout.

According to the source, MetaMask has added support for Tron (TRX), following earlier expansions to Bitcoin (BTC) and Solana (SOL) as stated in a social media post dated January 15, 2026 (source: social media post included in the prompt). For traders, this indicates TRX functionality is referenced alongside BTC and SOL within MetaMask’s feature set, expanding in-wallet asset coverage relevant to trading workflows (source: same post). The post does not provide technical details, rollout timing, or regional availability, so users should confirm the feature within the official MetaMask application before adjusting execution or custody processes (source: same post).

According to @simplykashif citing Santiment, Bitcoin (BTC) traded near $96,500 as retail holders declined by 47,244 over the past three days and exchange balances fell to a 7-month low of 1.18 million BTC (source: Santiment via @simplykashif). @simplykashif characterizes the address decline as retail panic and highlights the simultaneous drop in exchange supply; traders can monitor these Santiment on-chain series (retail holder counts and exchange supply) to track spot-side supply conditions (source: @simplykashif; data: Santiment).

According to @santimentfeed, Internet Computer (ICP) led large-cap crypto assets over the past week with a 39% market cap increase. Source: @santimentfeed on X, Jan 14, 2026; Santiment data screener app.santiment.net/screener?utm_source=x&utm_medium=post&utm_campaign=x_screener_7d_changes_b_011426/. Other notable weekly gainers were WLFI +8%, Bitcoin (BTC) +7%, Bittensor (TAO) +7%, RAIN +7%, Ethereum (ETH) +6%, and Chainlink (LINK) +6, based on Santiment’s 7-day screener. Source: @santimentfeed on X, Jan 14, 2026; app.santiment.net/screener?utm_source=x&utm_medium=post&utm_campaign=x_screener_7d_changes_b_011426/.

According to @BullTheoryio, U.S. stocks are dumping today with roughly $360 billion in market value wiped out, while Bitcoin (BTC) and the broader crypto market added about $40 billion, a divergence the author notes is uncommon (source: @BullTheoryio on X, Jan 14, 2026). For trading, this reported flow shift supports momentum setups favoring BTC strength versus U.S. equities and potential relative-value pair trades while the divergence persists, with tighter intraday risk controls given cross-asset volatility (source: @BullTheoryio).