According to @lookonchain, the Dec 30 update shows BTC ETFs with 1D net flow of -227 BTC (USD 19.98M out) and 7D net flow of -8,319 BTC (USD 732.45M out) (source: @lookonchain). According to @lookonchain, ETH ETFs posted 1D net flow of -8,993 ETH (USD 26.71M out) and 7D net flow of -38,159 ETH (USD 113.33M out) (source: @lookonchain). According to @lookonchain, SOL ETFs recorded 1D net flow of +22,448 SOL (USD 2.78M in) and 7D net flow of +87,906 SOL (USD 10.9M in), indicating inflows versus BTC and ETH outflows over the same period (source: @lookonchain). Based on @lookonchain data, the 7D averages approximate -1,188 BTC/day, -5,451 ETH/day, and +12,558 SOL/day in ETF flows, highlighting relative strength in SOL ETF subscriptions this week versus redemptions in BTC and ETH ETFs (source: @lookonchain).

According to @lookonchain, Metaplanet purchased 4,279 BTC worth about $448M at an average price of $104,679, based on its latest disclosure, providing a large incremental buy signal at that price zone for market tracking, source: @lookonchain; contents.xj-storage.jp/xcontents/33500/4a51c54b/ec98/4363/bc59/64c440d858e3/140120251229527957.pdf. Metaplanet now holds 35,102 BTC valued around $3.08B with an average purchase price of $102,246, establishing a clear entity-level cost basis that traders can reference, source: @lookonchain; contents.xj-storage.jp/xcontents/33500/4a51c54b/ec98/4363/bc59/64c440d858e3/140120251229527957.pdf. The position is currently at an unrealized loss exceeding $504M, quantifying treasury drawdown risk and highlighting key BTC levels near $102,246 and $104,679 for trade planning, source: @lookonchain; contents.xj-storage.jp/xcontents/33500/4a51c54b/ec98/4363/bc59/64c440d858e3/140120251229527957.pdf.

According to @lookonchain, Metaplanet purchased another 4,279 BTC for about $448M at an average price of $104,679; source: x.com/lookonchain/status/2005928877173137613 and Metaplanet disclosure contents.xj-storage.jp/xcontents/33500/4a51c54b/ec98/4363/bc59/64c440d858e3/140120251229527957.pdf. According to @lookonchain, Metaplanet now holds 35,102 BTC with a blended cost basis of $102,246; source: x.com/lookonchain/status/2005928877173137613 and company filing contents.xj-storage.jp/xcontents/33500/4a51c54b/ec98/4363/bc59/64c440d858e3/140120251229527957.pdf. According to @lookonchain, the position shows over $504M in unrealized losses, offering clear BTC reference levels at $104,679 (latest buy) and $102,246 (company cost basis) for traders; source: x.com/lookonchain/status/2005928877173137613.

According to @lookonchain, the entity labeled BitcoinOG 1011short sent 112,894 ETH valued at about $332M to Binance, following an earlier 100,000 ETH deposit worth about $292M the same day, totaling 212,894 ETH or roughly $624M moved to the exchange in two tranches (source: Lookonchain on X, citing Arkham Intelligence). @lookonchain also reports the wallet maintains approximately $749M in long positions across BTC, ETH, and SOL, with the on-chain labeling attributed to Arkham Intelligence entity tracking and address analytics (source: Lookonchain on X; Arkham Intelligence explorer and entity labeling). Large-scale ETH inflows to exchanges have historically correlated with increased short-term sell-side liquidity and elevated intraday volatility in spot and perp markets (source: CryptoQuant research on exchange netflows and exchange reserves). If the deposited ETH is used as collateral, Binance Futures Multi-Assets Mode permits ETH as margin to support positions in other instruments, potentially impacting BTC and SOL perp market liquidity and leverage conditions (source: Binance Futures Multi-Assets Mode documentation). Traders can monitor Binance ETH netflows, funding rates, and open interest to gauge immediate market impact and positioning shifts (source: CryptoQuant exchange flow metrics; Binance derivatives metrics).

According to @lookonchain, the 'Sold 255 BTC to short' whale closed over 270 million USD of BTC, ETH, and SOL short positions with an estimated loss of about 50 thousand USD. According to @lookonchain, the trader identified as wallet 0x94d3 initially sold 255 BTC to initiate shorts and then added new shorts totaling roughly 1,360 BTC, 36,281 ETH, and 348,215 SOL within the past 5 hours before closing. According to @lookonchain’s figures, the reported loss relative to the notional size equates to approximately 0.02 percent of exposure.

According to @lookonchain, two wallets labeled 26nbFG and E9eKo8 accumulated 2.15B PUMP valued at about 3.87M dollars over the past 16 hours, based on Arkham Intelligence address data at intel.arkm.com. @lookonchain cites Arkham Intelligence explorer pages for 26nbFG and E9eKo8 showing the inbound PUMP transactions within the specified window, confirming concentrated accumulation on-chain via Arkham Intelligence.

According to @lookonchain, wallet 0x3EBF linked to the Indexed Finance and Kyber Network exploiter resumed activity after a year of dormancy and dumped 226,961 UNI (~USD 1.36M), 33,215 LINK (~USD 410K), 845,806 CRV (~USD 328K), and 5.25 YFI (~USD 17.5K) on December 30, 2025. According to @lookonchain, the reported USD values sum to approximately USD 2.12M across these assets. Arkham Intelligence’s address page for 0x3EBFC212ab2CBb16cbFD52e220381a85fD75D665 corroborates the wallet attribution and recent on-chain activity.

According to Lookonchain, the total stablecoin market cap fell by 977 million dollars during Dec 22-28, 2025, and DEX activity weakened. source: Lookonchain on X, Dec 29, 2025 Institutions increased BTC holdings by 1,550.84 BTC worth about 135.93 million dollars across five companies last week. source: Lookonchain on X, Dec 29, 2025 Large buyers accumulated over 136,000 ETH, including Bitmine buying 44,463 ETH and Trend Research buying 92,415 ETH. source: Lookonchain on X, Dec 29, 2025; Arkham Intel Trend Research entity Bitmine now holds 4,110,525 ETH valued at roughly 12.02 billion dollars. source: Lookonchain on X, Dec 29, 2025 Flows attributed to Arthur Hayes show ETH sold to buy LDO, PENDLE, and ENA. source: Lookonchain on X, Dec 29, 2025; Arkham Intel Arthur Hayes entity

According to @lookonchain, BTC ETFs posted a 1D net flow of -3,495 BTC (-$305.98M) and a 7D net flow of -8,778 BTC (-$768.43M). Source: Lookonchain on X Dec 29, 2025 https://x.com/lookonchain/status/2005663085777051944 ETH ETFs recorded a 1D net flow of -17,969 ETH (-$52.74M) and a 7D net flow of -29,287 ETH (-$85.96M). Source: Lookonchain on X Dec 29, 2025 https://x.com/lookonchain/status/2005663085777051944 SOL ETFs showed a 1D net flow of +6,401 SOL (+$0.794M) and a 7D net flow of +117,433 SOL (+$14.56M). Source: Lookonchain on X Dec 29, 2025 https://x.com/lookonchain/status/2005663085777051944 For traders, this cross-asset ETF flow snapshot highlights weekly relative strength in SOL-focused products versus BTC and ETH products over the reported windows. Source: Lookonchain on X Dec 29, 2025 https://x.com/lookonchain/status/2005663085777051944

According to @lookonchain, trader address 0x94d3 opened fresh shorts totaling about $268M over the past 5 hours: 1,360 BTC (~$119M), 36,281 ETH (~$106M), and 348,215 SOL (~$43M). source: Lookonchain (X, Dec 29, 2025) The same address previously sold 255 BTC (~$21.77M) to initiate shorts across BTC, ETH, and SOL, realized $3.85M profit, and now sits on over $1.77M in unrealized PnL on renewed positions. source: Lookonchain (X, Dec 29, 2025) This reflects concentrated short-side positioning by a large on-chain trader across BTC, ETH, and SOL within a short window, offering a real-time signal of heightened short exposure. source: Lookonchain (X, Dec 29, 2025)

According to Lookonchain, Michael Saylor’s Strategy purchased 1,229 BTC for $108.85M at an average price of $88,568 last week, providing concrete accumulation data relevant to BTC market liquidity and supply monitoring for traders, source: Lookonchain and Strategy press release. Lookonchain reports Strategy now holds 672,497 BTC valued at $58.7B with an average cost basis of $74,997, implying an unrealized profit of $8.31B or 16%, source: Lookonchain and Strategy press release.

According to @lookonchain, Bitmine Immersion, ticker BMNR and identified by @lookonchain as associated with Tom Lee of Fundstrat, purchased 44,463 ETH worth about 130 million dollars last week and now holds 4,110,525 ETH valued around 12.02 billion dollars. PR Newswire reports the company stated its ETH holdings reached about 4.11 million tokens and its combined crypto and cash holdings total 13.2 billion dollars. Based on these reported figures from @lookonchain, the weekly addition increased its ETH stack by roughly 1.08 percent and implies an average acquisition price near 2,924 dollars per ETH. These whale accumulation datapoints are relevant for traders monitoring large wallet flows in Ethereum markets, as flagged by @lookonchain and reflected in the PR Newswire release.

According to Lookonchain, BlackRock transferred 2,201 BTC (about USD 192 million) and 7,557 ETH (about USD 22.12 million) to Coinbase Prime, with the wallets attributed to BlackRock via Arkham Intelligence’s entity page intel.arkm.com/explorer/entity/blackrock and the transfer disclosed on X at x.com/lookonchain/status/2005629847956246806. According to Glassnode, higher exchange inflows have historically correlated with increased realized selling and greater available supply on order books, making large deposits like these trading-relevant for BTC and ETH; see Glassnode’s exchange inflow methodology at academy.glassnode.com/metrics/indicators/exchange-inflows and insights.glassnode.com. According to Coinbase, Coinbase Prime is an institutional platform for trading and custody, so such deposits can reflect execution, liquidity provisioning, or portfolio rebalancing by large entities rather than retail flows; see coinbase.com/prime. According to Arkham Intelligence, monitoring the BlackRock entity address cluster can help traders track whether these funds move into hot wallets or exchange-facing addresses to gauge near-term market impact; see intel.arkm.com/explorer/entity/blackrock.

According to @lookonchain, a newly created wallet bc1qwh withdrew another 1,000 BTC valued at about $87.3M from Binance today. Source: x.com/lookonchain/status/2005628555141783737 @lookonchain also reports that two newly created wallets have withdrawn a combined 2,600 BTC worth about $231M from Binance today, following an earlier 1,600 BTC moved in the prior three hours. Source: x.com/lookonchain/status/2005531847992946947 The two referenced addresses, bc1qvln... and bc1qwh..., show large inbound BTC transactions consistent with these outflows on Arkham Intelligence. Source: intel.arkm.com/explorer/address/bc1qvlnvjljfqwwzu6fedg0q7knnypqt60zzqn7azy, intel.arkm.com/explorer/address/bc1qwhha92cx40prme2y5h4qdqegxurde3y5zn4wk5 @lookonchain characterizes this flow as whales buying BTC, highlighting notable on-chain accumulation by large holders. Source: x.com/lookonchain/status/2005531847992946947

According to @lookonchain, two newly created wallets withdrew 1,600 BTC valued at $143.65M from Binance within the past 3 hours, characterized as whale buying, source: @lookonchain, Dec 29, 2025. The withdrawal addresses are bc1qvlnvjljfqwwzu6fedg0q7knnypqt60zzqn7azy and bc1qwhha92cx40prme2y5h4qdqegxurde3y5zn4wk5 as shown on Arkham Intelligence explorer at https://intel.arkm.com/explorer/address/bc1qvlnvjljfqwwzu6fedg0q7knnypqt60zzqn7azy and https://intel.arkm.com/explorer/address/bc1qwhha92cx40prme2y5h4qdqegxurde3y5zn4wk5, source: Arkham Intelligence explorer. This indicates a net Binance BTC outflow of 1,600 BTC over three hours and reduces immediate on-exchange supply by the same amount, source: @lookonchain and Arkham Intelligence explorer. Traders can track these wallets and subsequent transfers via Arkham Intelligence to monitor additional large outflows in real time, source: Arkham Intelligence explorer.

According to @lookonchain, Trend Research has accumulated 601,074 ETH valued at $1.83B and borrowed a total of $958M in stablecoins on Aave to fund continued ETH purchases, with the average on-chain withdrawal price near $3,265 based on Binance data (source: @lookonchain, Arkham entity page). According to @lookonchain, the activity reflects ongoing USDT borrowing to buy ETH, confirming persistent on-chain spot accumulation by this entity (source: @lookonchain). Based on @lookonchain’s figures, the implied loan-to-value is approximately 52% ($958M debt vs. $1.83B in ETH), indicating a leveraged long ETH positioning that traders can track for risk and flow impacts (source: @lookonchain). According to @lookonchain, the average cost basis of ~$3,265 offers a clear breakeven reference for monitoring this whale’s positioning as further on-chain movements appear on Arkham and related trackers (source: @lookonchain).

According to Lookonchain, smart trader address pension-usdt.eth closed his ETH short about an hour ago with a realized loss of $3.4 million. Source: Lookonchain on X, Dec 29, 2025. Lookonchain reports the address has completed roughly 70 trades with an 83% win rate and $21.84 million in cumulative profits. Source: Lookonchain on X, Dec 29, 2025. In an earlier update the same day, Lookonchain noted the trader flipped from long to short, closing an ETH long for a $278,000 gain before opening a 3x short on 20,000 ETH, a $58.44 million position. Source: Lookonchain on X, Dec 29, 2025. Lookonchain also shared a Hyperdash link to track the address’s performance in real time. Source: Lookonchain on X, Dec 29, 2025.

According to @lookonchain, the #66kETHBorrow whale identified by Arkham Intelligence as Trend Research bought another 11,520 ETH worth $34.93M on Dec 29, 2025; source: Lookonchain on X https://twitter.com/lookonchain/status/2005514075221250329 and Arkham Intelligence entity page https://intel.arkm.com/explorer/entity/e3f9ef15-6571-481b-b185-7fecbd21a935. @lookonchain also reports the address bought 40,975 ETH ($121M) in the past 5 hours and had previously acquired 528,272 ETH ($1.57B); source: Lookonchain on X https://x.com/lookonchain/status/2003632344641745201. Since Nov 4, cumulative purchases reached 569,247 ETH ($1.69B), of which $881.5M used to buy ETH was borrowed from Aave; source: Lookonchain on X https://x.com/lookonchain/status/2003632344641745201.

According to @lookonchain, wallet 0xA71d deposited $1.81M USDC to HyperLiquid about 8 hours before the post and opened a 3x long on 500,000 LIT with $1.83M notional. Source: @lookonchain on X (Dec 29, 2025); on-chain reference: https://hypurrscan.io/address/0xA71d664F7899Dbe4aC768C1b162c4c5610e978AA. Based on the reported size, the implied entry is approximately $3.66 per LIT and 3x leverage suggests around $610k in initial margin for the position. Source: @lookonchain on X (Dec 29, 2025).

According to @lookonchain, a newly created wallet withdrew 7,714 ZEC (about 4.12 million dollars) from Kraken roughly 10 hours ago, with the recipient shown on Arkham Intel as address t1XuMDRikwjCoJuHbT8azJ4rmvvfN4TZiVP, source: x.com/lookonchain/status/2005446570083529163 and intel.arkm.com/explorer/address/t1XuMDRikwjCoJuHbT8azJ4rmvvfN4TZiVP. Two newly created wallets also withdrew a combined 26,241 ZEC (about 13.5 million dollars) from Binance in the past 12 hours to addresses t1WuxQ3aaZHvNJzQLs8NHCMXzoC2pmuWxpF and t1KtX3hb63sCg2XxZZNA9HGyYP6deGNTHZy, source: x.com/lookonchain/status/2005083637767975183 and intel.arkm.com/explorer/address/t1WuxQ3aaZHvNJzQLs8NHCMXzoC2pmuWxpF and intel.arkm.com/explorer/address/t1KtX3hb63sCg2XxZZNA9HGyYP6deGNTHZy. That brings total reported ZEC outflows from these exchanges to 33,955 ZEC, approximately 17.62 million dollars based on the USD values reported by @lookonchain, source: x.com/lookonchain/status/2005446570083529163 and x.com/lookonchain/status/2005083637767975183. Traders monitor exchange inflow and outflow metrics to assess on-exchange supply and liquidity conditions when large withdrawals occur, source: academy.glassnode.com and blog.chainalysis.com.