According to @BullTheoryio, prior alt cycles began after ALT/BTC bottomed and broke its downtrend in Q4 2016 and Q4 2020, which preceded strong alt outperformance in Q1–Q2 2017 and Q1–Q2 2021, respectively, based on the author's historical analysis and chart work. According to @BullTheoryio, ALT/BTC has been in a nearly 4-year downtrend that appears to have bottomed in Q4 2025 and is now close to a breakout, with the RSI at a record oversold level and the MACD turning green after 21 months, signaling a potential bullish crossover. According to @BullTheoryio, the Russell 2000 has broken above its prior all-time high in Q4 2025 and is holding, which the author frames as a risk appetite proxy that also preceded the 2017 and 2021 alt rallies. According to @BullTheoryio, the anticipated 2024 setup was delayed because the Federal Reserve’s balance sheet was still contracting and liquidity was tight, but both began improving only toward late 2025, with potential regulatory clarity into 2026 aligning the conditions that historically supported alt rallies, though no outcome is guaranteed. According to @BullTheoryio, traders should watch for an ALT/BTC trendline break with MACD bullish confirmation and sustained risk-on tone in the Russell 2000 as key confirmations before positioning for potential alt outperformance versus BTC.

According to @lookonchain, Bitcoin mining firm MARA transferred 288 BTC, valued at about $26.3 million, to Wintermute roughly 9 hours ago. source: @lookonchain on X, Jan 5, 2026 The transfer is labeled on Arkham Intelligence as originating from the MARA Pool entity, confirming the on-chain route of funds to Wintermute. source: Arkham Intelligence explorer via @lookonchain

According to CrypNuevo, a liquidity run is an initial false move engineered to collect liquidity by trapping breakout traders and triggering short stop-losses/liquidations so the subsequent move executes more efficiently; source: CrypNuevo on X, Jan 4, 2026, https://twitter.com/CrypNuevo/status/2007847705146716460. He also highlights that there are additional short liquidations clustered around 96,000 dollars, indicating notable resting liquidity at that level; source: CrypNuevo on X, Jan 4, 2026, https://twitter.com/CrypNuevo/status/2007847705146716460.

According to @lookonchain, a whale deposited 74,002 ZEC worth about $35.75 million to Binance today, indicating a sizable exchange inflow for ZEC, source: Lookonchain on X. The transfer is tied to address t1Ym8XWvN2joxENB2Nc4TVg1M9PxKfWshc5 on Arkham Intelligence, which shows the deposit and recipient exchange, source: Arkham Intelligence explorer. Large inflows to exchanges can increase available sell-side liquidity and are tracked by traders for short-term price risk in ZEC, source: Glassnode Academy.

According to @simplykashif, today marks Bitcoin’s 17th anniversary since the Genesis Block was mined. The Genesis Block (Block 0) includes the coinbase text The Times 03/Jan/2009 Chancellor on brink of second bailout for banks, recording the banking-crisis backdrop at launch, source: The Times (London, January 3, 2009); Bitcoin Wiki Genesis Block. The block’s timestamp is 2009-01-03 and its 50 BTC subsidy is unspendable, source: blockchain.com Block 0; Bitcoin Wiki Genesis Block. For traders, January 3 is also observed as Proof of Keys day encouraging self-custody withdrawals that can shift exchange balances and near-term BTC liquidity tracked by on-chain analytics, source: Proof of Keys campaign; Glassnode and CryptoQuant metrics.

According to @CoinMarketCap, decentralized exchange Lighter’s Tuesday airdrop distributed $675 million worth of LIT tokens to early participants (source: @CoinMarketCap). By Wednesday, $250 million had been withdrawn from the platform based on Bubblemaps’ on-chain analysis cited by @CoinMarketCap (source: Bubblemaps via @CoinMarketCap). The source did not provide additional details on LIT circulating supply, lockups, or exchange listings (source: @CoinMarketCap).

According to @lookonchain, over the past 12 hours Tether minted 1,000,000,000 USDT and Circle minted 1,000,000,000 USDC, totaling $2,000,000,000 in new stablecoins (Source: https://twitter.com/lookonchain/status/2006172765775138985). The USDT issuance is recorded on Tron at transaction d74cb39a7c3e16fc74b8107ed906defd2e82afbb93773da976c861f692998bfa, showing a 1,000,000,000 USDT mint event (Source: https://tronscan.org/#/transaction/d74cb39a7c3e16fc74b8107ed906defd2e82afbb93773da976c861f692998bfa). The USDC issuance is visible on Solana via account 7VHUFJHWu2CuExkJcJrzhQPJ2oygupTWkL2A2For4BmE under SPL mint activity, showing a 1,000,000,000 USDC mint event within the same window (Source: https://solscan.io/account/7VHUFJHWu2CuExkJcJrzhQPJ2oygupTWkL2A2For4BmE?activity_type=ACTIVITY_SPL_MINT&exclude_amount_zero=false&remove_spam=false#transfers).

According to the source, Winklevoss-backed Cypherpunk Technologies purchased another 56,418 ZEC for roughly $29 million. According to the source, this increases its total ZEC holdings to 290,062 coins, equal to about 1.8% of Zcash’s circulating supply. Based on the source’s figures, the implied average acquisition price is approximately $514 per ZEC, which traders can use as a reference for positioning and liquidity planning. According to the source, the reported accumulation concentrates a notable share of ZEC supply, so traders may monitor order book depth, exchange reserves, and borrow rates on ZEC pairs for potential liquidity shifts and volatility around this whale activity.

According to Haseeb Qureshi of Dragonfly, he predicts Bitcoin (BTC) will end 2026 at $150,000, providing a concrete long-term price target for position sizing and risk management; source: Haseeb Qureshi, Dragonfly. He also predicts a Big Tech company will launch or acquire a crypto wallet in 2026, creating a potential adoption catalyst traders can track via corporate announcements and product rollouts; source: Haseeb Qureshi, Dragonfly. Additionally, he forecasts stablecoin circulating supply will expand by 60% in 2026, a metric traders can monitor through total stablecoin market cap as a proxy for crypto liquidity; source: Haseeb Qureshi, Dragonfly. Collectively, these projections set clear benchmarks for traders to compare against BTC price action, Big Tech product moves, and weekly stablecoin supply growth through 2026; source: Haseeb Qureshi, Dragonfly.

According to @OnchainLens, Tether minted 1B USDT on the TRON network, bringing 2025 TRON mints to 26B USDT. Source: @OnchainLens on X, Dec 30, 2025. Traders should note Tether states some mints are authorized but not issued and may sit in Treasury until deployment, so exchange inflows are the key confirmation for immediate liquidity effects. Source: Tether Transparency and issuance policy. Monitor TRON USDT flows to centralized exchanges and stablecoin exchange reserves as a buy-side liquidity gauge for spot markets. Source: CryptoQuant stablecoin reserves methodology and analytics. USDT transfers on TRON require TRX for network fees, so increased USDT activity can lift on-chain demand for TRX gas usage; watch TRX utilization and fees for spillover impacts. Source: TRON developer documentation on resource and fee model. If newly issued USDT reaches exchanges, it can support spot depth and purchasing power across BTC and major alt pairs, a linkage tracked via stablecoin supply metrics such as the Stablecoin Supply Ratio. Source: Glassnode research on stablecoin supply and market liquidity.

According to @dydxfoundation, about 230 million DYDX is currently staked, representing roughly 30% of the circulating supply (source: @dydxfoundation). Based on these figures, the implied circulating supply is approximately 767 million DYDX and the staked share is about 30%, providing traders with a clear view of locked versus liquid float for execution planning (calculation from figures shared; source: @dydxfoundation). Unstaking activity has remained modest throughout 2025, indicating limited withdrawal flows during the period reported (source: @dydxfoundation). A new incentive has gone live, and traders should review the official details to understand participation parameters before adjusting positions (source: @dydxfoundation).

According to @EmberCN, Pump.fun transferred 50 million USDC from ICO proceeds to Kraken 10 hours ago. According to @EmberCN, total ICO-derived USDC sent to Kraken since November 15 has reached 605 million over roughly six weeks. According to @EmberCN, the institutional ICO price for $PUMP in June was $0.004 while the current price is $0.0018, a 55% decline versus the sale price.

According to @OnchainLens, a whale withdrew 366,364 LINK valued at approximately $4.5 million from Binance to wallet address 0xEc7BF1F8D41BaAC2182f37cd128865Cebb96F237. Per @OnchainLens, the same wallet now holds a cumulative 695,783 LINK worth about $8.52 million sourced from Binance over the past two days. Based on the figures reported by @OnchainLens, the implied transfer pricing is roughly $12.29 per LINK for the latest tranche and about $12.24 per LINK across the two-day total, indicating a significant net outflow event from Binance by a single participant.

According to the source, a list of the seven fastest-moving stablecoins in 2025 is drawing trader attention; before taking positions, confirm 30–90 day changes in circulating supply via issuer transparency pages and independent attestations to validate momentum signals (sources: Tether Transparency; Circle USDC monthly reserve reports; First Digital FDUSD attestations; PayPal PYUSD transparency; Paxos attestations). Evaluate on-exchange depth, spreads, and share of aggregated crypto volumes to gauge potential liquidity spillovers into BTC and ETH during rotations (sources: Binance public market depth and volumes; Coinbase market data; Kaiko liquidity metrics). Monitor depeg risk using on-chain price oracles and documented stress-event histories to set stop-loss and sizing rules (sources: Chainlink price feeds; Circle USDC status updates from past de-peg events). Compare carry opportunities and funding costs across DeFi and T-bill–backed programs to avoid negative basis trades when chasing stablecoin yield (sources: MakerDAO DSR; Aave stablecoin supply APY dashboards; U.S. Treasury 3-month T-bill yields).

According to TRON DAO, citing Lookonchain on-chain data, Tron’s daily on-chain perpetual futures volume exceeded 1 billion dollars for two consecutive days, with seven-day perps volume reaching 5.77 billion dollars, up 176 percent week over week, while other chains saw perps activity cool during the market downturn (source: https://twitter.com/trondao/status/2004189336770842864; source: https://x.com/lookonchain/status/2004153471961075988). This relative surge implies stronger derivatives participation and deeper liquidity on TRX perps during the period, conditions that generally tighten spreads and reduce slippage for active traders (source: https://twitter.com/trondao/status/2004189336770842864; source: https://www.investopedia.com/terms/l/liquidity.asp). Traders tracking TRX may monitor open interest and funding rates on Tron-based perpetuals to gauge positioning and directional bias in derivatives markets (source: https://academy.binance.com/en/articles/funding-rate-explained).

According to @ag_dwf, tokenized real-world assets can enable seamless movement between assets, reducing allocation friction for traders during rotations (source: @ag_dwf on X, Dec 25, 2025). He referenced a post highlighting retail selling crypto and shifting into gold and silver at highs, underscoring cross-asset flow dynamics that can impact crypto liquidity (source: @TheBTCTherapist on X, status 2003925383356600371). For trading, this view points to monitoring RWA-related token liquidity, spreads, and flow indicators to anticipate faster rotations between crypto and off-chain assets as tokenization scales (source: @ag_dwf on X, Dec 25, 2025).

According to @FarsideUK, Invesco’s US spot Bitcoin ETF (BTCO) registered a net flow of 0 million USD on 25 Dec 2025, as shown on the Farside Investors Bitcoin ETF dashboard (source: Farside Investors tweet and dashboard at farside.co.uk/btc). The Farside Investors dashboard reports daily flows in USD; a 0 reading indicates no net creations or redemptions for Invesco that day (source: Farside Investors dashboard at farside.co.uk/btc). For full dataset and methodology, Farside Investors directs users to farside.co.uk/btc (source: Farside Investors).

According to @WatcherGuru, the S&P 500 closed above 6,909 for the first time in history, signaling a fresh record close for the U.S. benchmark index (source: Watcher.Guru on X). Traders should confirm the official closing level via S&P Dow Jones Indices before adjusting positions (source: S&P Dow Jones Indices). Equity all-time highs are widely used as a risk-on cue; crypto desks commonly monitor BTC and ETH for correlation and liquidity spillovers when U.S. stocks print record closes (sources: Kaiko; Coin Metrics). For execution, track BTC and ETH spot-futures basis, funding rates, and cross-asset beta during the U.S.-Asia handover to gauge continuation risk (sources: Kaiko; Coin Metrics).

According to @OnchainLens, Bitmine received 31,750 ETH valued at 93.50 million USD from a FalconX associated address 0x1C79347985300642be2fB93b44BB6C4A2e46CEf8 on Dec 23, 2025. Source: @OnchainLens; Data: Nansen. The transfer was identified via Nansen entity labels attributing the sender to FalconX and the recipient to Bitmine, with the size reported as 31.75K ETH. Source: @OnchainLens; Data: Nansen.

According to @glassnode, the 30-day simple moving average of net flows into both Bitcoin and Ethereum ETFs turned negative in early November and has remained below zero, indicating muted participation and partial disengagement from institutional allocators (Source: Glassnode, Dec 23, 2025, glassno.de/4qipTdW). For traders, this sustained negative flow trend reinforces a broader liquidity contraction across the crypto market, highlighting weaker ETF demand as reported by Glassnode (Source: Glassnode, Dec 23, 2025, glassno.de/4qipTdW).