According to @RhythmicAnalyst, Bitcoin has reached its last major support, and he emphasizes monitoring how price reacts to this level rather than relying on hope or expectations. According to @RhythmicAnalyst, the latest drop appears news-driven, attributed to Metropolitan Capital Bank’s failure, while he notes price had been bouncing off support before the headline. According to @RhythmicAnalyst, the key trading takeaway is to watch the support reaction for confirmation or failure at this critical level.

According to @BullTheoryio, Michael Saylor’s Bitcoin strategy is roughly 1.8% from turning negative on its BTC position, with a reported 712,647 BTC acquired at an average cost of $76,038 and valued around $55.72 billion; the post also notes the position was valued near $81 billion at a prior peak around $126k, per the same source. The post frames the reported cost basis as a key level that BTC traders are likely to watch as a breakeven zone, according to @BullTheoryio.

According to @CryptoMichNL, the RSI of Bitcoin versus Gold has fallen below 30, a condition he notes coincided with BTC bear market lows in 2015, 2018, and 2022, source: @CryptoMichNL. He adds that this trigger is hitting again now, suggesting BTC may be entering the historical bear market end zone when measured against Gold, source: @CryptoMichNL. Traders watching cycle-bottom signals may consider this sub-30 RSI on the BTC versus Gold cross as a historically relevant momentum marker per his analysis, source: @CryptoMichNL.

According to @BullTheoryio, Bitcoin (BTC) dropped $2,200 in 45 minutes to a new yearly low around $80.8k, with approximately $381 million in long positions liquidated and over $70 billion in crypto value erased within an hour, with no apparent news catalyst and characterized as liquidation hunting on a low-liquidity weekend (source: @BullTheoryio).

According to @lookonchain, the trader 'BitcoinOG (1011short)' moved 3,183 ETH (about USD 8.04M) to Binance and appears to be selling spot ETH (source: @lookonchain). The Arkham Intel entity linked in the post shows roughly 901,484 ETH associated with this cluster (source: Arkham Intel). @lookonchain also reports the trader reduced ETH long exposure, shifting from over USD 142M unrealized profit to more than USD 67M unrealized loss, and still holds 188,086 ETH in long positions with an estimated liquidation price near USD 2,261, as referenced via Hyperdash (sources: @lookonchain; Hyperdash). Traders tracking ETH may monitor this wallet’s exchange inflows and the cited liquidation level to gauge potential sell flow and liquidation risk tied to this account (sources: @lookonchain; Hyperdash).

According to @lookonchain, as the market slid, the trader known as BitcoinOG (1011short) cut part of his ETH long exposure to stop losses, moving from more than 142 million USD in unrealized profit to over 67 million USD in unrealized loss (source: @lookonchain). According to @lookonchain, he still holds 188,086 ETH in long positions valued around 472 million USD, with a stated liquidation price of 2,261 USD (source: @lookonchain).

According to @OnchainLens, newly created wallet 0x9D2 bought HYPE for $44.99M, fully exited for $41.27M, realizing a $3.72M loss over three days. According to @OnchainLens, the same wallet had earlier deposited a total of about $45M into HyperLiquid and accumulated 277.1K HYPE, with activity tracked via HyperBot and CoinMarketMan.

According to @CryptoCoinCoach, SEI remains in a bearish structure within a descending broadening wedge after losing its prior bullish range. According to @CryptoCoinCoach, compression at a key horizontal support while price stays below the descending trendline keeps this area high risk rather than a confirmed reversal. According to @CryptoCoinCoach, an inverse head and shoulders is attempting to form, and a reclaim of the descending trendline with a sustained hold above the neckline could enable a recovery toward the mid range and higher resistance. According to @CryptoCoinCoach, failure to hold current support risks another leg down toward the wedge’s lower boundary before any meaningful stabilization.

According to @santimentfeed, as Bitcoin hit a peak in early October, a post by @cz_binance triggered FOMO right at the top, and traders who followed are now down about 34 percent on BTC (source: @santimentfeed). According to @santimentfeed, this highlights the risk of chasing influencer-driven momentum and the importance of tracking social sentiment around BTC for trade timing (source: @santimentfeed). According to @santimentfeed citing @KOLs_Tracker, traders can review influencer calls via the Sanitizer leaderboard to contextualize these signals (source: @santimentfeed; source: @KOLs_Tracker).

According to @StockMKTNewz, citing The Wall Street Journal, Nvidia’s plan to invest up to 100 billion in OpenAI has reportedly stalled, and discussions have shifted to OpenAI’s latest funding round in which Nvidia may invest tens of billions. Per the same source, this indicates Nvidia could pursue exposure to OpenAI through the new financing round rather than a standalone mega commitment, a development relevant for NVDA stock positioning and AI deal flow.

According to @ki_young_ju, Jeffrey Epstein knew about Bitcoin as early as 2011, invested in BTC and crypto startups with a profit-first focus, remained skeptical that Bitcoin would achieve mainstream adoption, and therefore traded in and out rather than holding long term (source: @ki_young_ju).

According to the source, Bitwise CIO Matt Hougan said in an interview that he expects BTC to trade in a 75K to 100K range in Q1, characterizes 2025 as a masked bear market, and believes conditions are aligned for a strong 2026 (interview with Matt Hougan). According to the same interview, he views a potential Kevin Warsh Federal Reserve nomination as incrementally positive for Bitcoin and risk assets (interview with Matt Hougan). The interview also cites his long term projection that Bitcoin could reach 6.5 million over the next twenty years (interview with Matt Hougan). These comments suggest near term range trading strategies for BTC, cautious risk management through 2025, and a long term accumulation bias anchored to macro and policy catalysts derived from the interview.

According to @Matt_Hougan, the Wall Street Journal reports that Jamie Dimon told Coinbase CEO Brian Armstrong he is "full of s—" in Davos and other bank executives rebuffed Armstrong, highlighting a high-stakes policy fight over crypto’s role in finance. Source: @Matt_Hougan; Wall Street Journal (Amrith Ramkumar, @dgtokar, @ginaheeb). For traders, this points to persistent policy and banking-access frictions for U.S. crypto platforms such as Coinbase, making exchange liquidity, counterparty relationships, and crypto-equity valuations key areas to monitor. Source: @Matt_Hougan; Wall Street Journal (Amrith Ramkumar, @dgtokar, @ginaheeb).

According to @EmberCN, a single address bought 1.243 million HYPE with 41.32 million USDC at an average entry of 33.2 and has begun selling around 28.8 as HYPE retraced with the broader market; if fully exited near this level, the estimated loss would be about 5.5 million, per the same source.

According to @FarsideUK, Ethereum ETFs recorded a total net outflow of 155.7 million dollars on 2026-01-29, led by FETH at 59.2 million and ETHA at 54.9 million; ETHE saw 13.1 million in outflows and ETH registered 26.5 million in outflows, while TETH, ETHV, QETH, and EZET posted zero net flow and ETHW recorded 2 million in outflows (source: Farside Investors).

According to @caprioleio, the ongoing Bitcoin miner exodus has driven estimated Production Cost down to $69K and Electrical Cost to $55K, expanding the potential range for near-term downside for BTC (source: @caprioleio).

According to Cathie Wood, odds are high that the gold price will decline because the gold market cap relative to US M2 money supply hit an all-time high intraday, surpassing its 1980 peak when inflation and interest rates were in the mid-teens, signaling stretched valuation versus liquidity; this highlights potential mean reversion risk for gold-to-M2 positioning. Source: Cathie Wood, X. For traders, her view points to elevated downside risk in gold exposure and supports considering hedging or reducing long positions if her valuation warning proves right. Source: Cathie Wood, X.

According to @santimentfeed, social sentiment data shows negative commentary toward Bitcoin at the highest level this year, with traders expressing FUD after BTC fell to its lowest market value since late November. @santimentfeed adds that historically such extreme fear signals capitulation is near, typically triggering retail selloffs followed by smart money accumulation that can drive recoveries. @santimentfeed also warns of continued turbulence as recent pullbacks in equities, gold, and silver are spilling over into crypto.

According to @1HowardWu, access to ALEO has expanded as Kraken has listed ALEO, making onboarding to the Aleo ecosystem easier for its large global community (source: @1HowardWu on X). Kraken stated ALEO is now live on its platform and that ALEO powers Aleo, a Layer 1 blockchain using zero knowledge proofs for private and programmable transactions (source: @krakenfx on X). The listing adds a centralized exchange venue for ALEO exposure on a widely used platform, which the author highlights as meaningful for user onboarding (source: @1HowardWu on X).

According to @BullTheoryio, Bitcoin fell nearly $4,000 after the U.S. market opened and set a new yearly low at $83,900 (source: @BullTheoryio). In the same update, approximately $540 million of crypto long positions were liquidated over the past four hours (source: @BullTheoryio).