According to @OnchainLens, the Bitcoin OG (10/11) partially closed 5x ETH and 5x BTC long positions with a realized loss of $9.73M and still holds positions with a floating loss of $50.94M. According to @OnchainLens, the address also bought 148,000 ETH worth $397.37M from Binance in the past 24 hours. According to @OnchainLens, current reported holdings include about 210,753 ETH, 1,000 BTC, and 511,613 SOL, highlighting continued exposure to major crypto assets. (Source)

According to @KobeissiLetter, investors have bought a net +$96 billion of South Korea stocks since 2019, with +$35 billion in net purchases in 2025 alone, accounting for 36% of the total. According to @KobeissiLetter, South Korea has been the best-performing global market over the last year with a +99% gain. According to @KobeissiLetter, these sustained inflows underscore robust demand and liquidity in Korean equities that traders track for trend strength. (Source)

According to @Andre_Dragosch, SLV recorded about 32 billion in trading volume, roughly 15 times its average, surpassing SPY at 24 billion and NVDA and TSLA at 16 billion each, making it the highest volume security cited in the post; source: @Andre_Dragosch on X citing @EricBalchunas. For traders, the outsized turnover highlights exceptional liquidity concentration in SLV relative to major equity and ETF benchmarks, underscoring near term focus on silver exposure; source: @Andre_Dragosch on X citing @EricBalchunas. (Source)

According to @StockMKTNewz, The Wall Street Journal reports the Trump administration is proposing roughly flat rates for Medicare insurers next year, a change that falls well short of Wall Street expectations (source: The Wall Street Journal via @StockMKTNewz). @StockMKTNewz adds that UnitedHealth Group (UNH) shares are down about 8% in after-hours trading on the news (source: @StockMKTNewz). (Source)

According to @StockMKTNewz, Google (GOOGL) is rolling out a Gemini AI Suggested times feature in Google Calendar that analyzes attendee availability to propose optimal meeting windows (source: @StockMKTNewz). The capability appears during event creation under Suggested times and uses Gemini to surface overlapping availability, reducing manual scheduling friction within Workspace (source: @StockMKTNewz). For GOOGL-focused traders, this product integration underscores Alphabet’s AI push inside core productivity apps, making user adoption and Workspace monetization disclosures key datapoints to monitor rather than headline noise (source: @StockMKTNewz). (Source)

According to @EleanorTerrett, citing Politico, Sen. Roger Marshall (R-KS) will not offer his credit card swipe fee amendment during the Senate Agriculture Committee’s crypto markup, and Sen. Dick Durbin (D-IL) is not expected to raise it either after lobbying from the White House and crypto proponents, a move she says is expected to smooth the bill’s path through committee. According to @EleanorTerrett, amendments still under consideration include ethics rules for government officials and their families, a requirement that the CFTC have at least four sitting commissioners following a consultation with the minority party, a ban on bailouts of crypto issuers, anti-fraud provisions for crypto ATMs, and restrictions on foreign adversary participation in U.S. crypto markets. According to @EleanorTerrett, weather conditions could delay the markup. (Source)

According to The Kobeissi Letter, foreign investors have added about $2.3 billion to Brazilian equities so far in January, marking the strongest monthly inflow since December 2023 and more than double the combined inflows of the prior seven months. According to The Kobeissi Letter, these flows are linked to the Ibovespa (IBOV), as highlighted in the accompanying chart, reflecting global investors piling into Brazilian stocks. (Source)

According to Matt Hougan, Bitwise launched non-custodial vault strategies as a curator on Morpho, with the first strategy targeting 6% APY by allocating to overcollateralized lending pools (source: Matt Hougan on X; Bitwise on X). Vault curation, strategy, and risk management will be led by Bitwise Portfolio Manager and Head of Multi-Strategy Solutions Jonathan Man, CFA, leveraging the firm’s 140-person team and multi-year crypto track record to deliver transparent digital yield for sophisticated investors (source: Bitwise on X). Bitwise positions this as part of finance moving onchain and invites investor input as additional vaults roll out (source: Matt Hougan on X; Bitwise on X). (Source)

According to @EricBalchunas, SLV traded about $32B in volume, roughly 15x its average and the highest of any security globally for the session. Source: @EricBalchunas. According to @EricBalchunas, for context SPY saw about $24B while NVDA and TSLA each did about $16B, highlighting SLV’s outsized turnover relative to mega-cap equity and ETF peers. Source: @EricBalchunas. According to @EricBalchunas, this kind of dominance by a relatively small product is rare and comparable to the GameStop episode in terms of taking over the tape. Source: @EricBalchunas. (Source)

According to @AnthropicAI, elicitation attacks can exploit benign datasets such as cheesemaking, fermentation, and candle chemistry, with an experiment showing that training on harmless chemistry was two-thirds as effective at improving performance on chemical weapons tasks as training on chemical weapons data; source: https://twitter.com/AnthropicAI/status/2015870971224404370. (Source)

According to @AnthropicAI, new research finds that when open source models are fine tuned on seemingly benign chemical synthesis information generated by frontier models, they become much better at chemical weapons tasks, an effect described as an elicitation attack. Source: @AnthropicAI. This result highlights a dual use AI safety risk where frontier model outputs can transfer sensitive capabilities into open source systems via fine tuning, elevating the urgency of governance and alignment controls. Source: @AnthropicAI. (Source)

According to @AnthropicAI, elicitation attacks generalize across different open-source models and multiple chemical weapons task types. According to @AnthropicAI, open-source large language models fine-tuned on frontier model outputs exhibit greater uplift on these hazardous tasks than models trained on chemistry textbooks or self-generated data. According to @AnthropicAI, these results emphasize higher misuse risk when fine tuning on frontier outputs and underscore the need for rigorous safety evaluations and data provenance controls in AI development. (Source)

According to @santimentfeed, on chain data shows Cardano's smart money wallets accumulated 454.7M ADA over the past two months while the token's price remained suppressed, driven by addresses holding 100K to 100M ADA increasing balances (source: @santimentfeed). @santimentfeed also notes that addresses with 100 ADA or fewer collectively reduced 22.0K ADA over the past three weeks, underscoring a divergence between whale wallets and small holders (source: @santimentfeed). (Source)

According to The Kobeissi Letter, US data center construction rose 18.5% year over year in October 2025 to a record 42 billion annualized and now sits just 3 billion below office building spend. According to The Kobeissi Letter, spending on data centers has roughly tripled since the ChatGPT launch, highlighting accelerating demand for AI infrastructure. According to The Kobeissi Letter, traders may watch data center REITs, power and electrical equipment suppliers, utilities, and AI semiconductor and server vendors for potential beneficiaries of continued build out. (Source)

According to @phantom, Kraken will list CASH, a 1:1 USD backed stablecoin developed by Bridge and Phantom, described as open, neutral, and interoperable for real world utility across crypto and traditional payments. Source: Phantom on X. According to @phantom, trading on Kraken is scheduled to start at 14:00 UTC on Jan 27, with a Kraken app listing link provided for preparation. Source: Phantom on X. (Source)

According to @santimentfeed, the combined market cap of the top 12 stablecoins fell by 2.24 billion in the past 10 days, coinciding with an approximately eight percent decline in Bitcoin BTC price (source: Santiment on X). According to @santimentfeed, this pattern reflects a rotation into traditional safe havens as gold and silver reach all time highs while crypto and stablecoin valuations contract (source: Santiment on X). According to @santimentfeed, falling stablecoin supply shows money is leaving crypto for fiat rather than waiting in stablecoins to buy dips, reducing immediate buying power (source: Santiment on X). According to @santimentfeed, shrinking stablecoin liquidity tends to pressure altcoins more than Bitcoin and can make rebounds weaker or slower (source: Santiment on X). According to @santimentfeed, a more durable recovery likely requires stablecoin market caps to stabilize and rise, signaling fresh capital inflows and renewed confidence (source: Santiment on X). (Source)

According to @EricBalchunas, ETF flows are approximately $121 billion month to date in January, far above an average January near $40 billion and already exceeding the prior January record of $88 billion set last year, with roughly a week remaining (source: Eric Balchunas on X). According to @EricBalchunas, Vanguard VOO has taken in about $19 billion this month, and VOO’s average daily inflow now matches what the entire ETF industry averaged daily a decade ago (source: Eric Balchunas on X). According to @EricBalchunas, these figures underscore exceptionally elevated fund flows into broad, low cost index exposure via large ETFs (source: Eric Balchunas on X). (Source)

According to @lookonchain, the trader known as BitcoinOG (handle 1011short) capitulated, closing 427.29 BTC and 30,588 ETH positions with a realized loss of 9.73 million dollars, followed by a withdrawal of 20 million USDC from Hyperliquid and a deposit into Binance. According to @lookonchain, the activity is documented with links to Hyperdash and Arkham Intelligence for verification, indicating de-risking and capital rotation between a decentralized derivatives venue and a centralized exchange. (Source)

According to @Andre_Dragosch, the BTC versus gold relationship is setting up for mean reversion rather than a breakdown, highlighting a contrarian opportunity in the BTC/gold ratio, source: @Andre_Dragosch on X. The referenced analysis by @moneyordebt shows the BTC/gold log price residual near -0.5 relative to a long term power law trend defined by OLS (log price in gold ounces = 4.75 + 5.29 × log age), source: @moneyordebt on X. Historically, residuals around -0.5 in 2011–2012 marked a bounce from deep drawdowns, framing the current setup as an opportunity in the BTC/gold spread, source: @moneyordebt on X. The post notes the current reading aligns with roughly 18 ounces versus an OLS trend near 58 ounces, reinforcing the mean reversion case and urging traders to prepare accordingly, source: @moneyordebt on X and @Andre_Dragosch on X. (Source)

According to @glassnode, off-chain signals are weakening as spot and futures indicators decline, indicating softer participation and rising sell-side pressure (source: @glassnode). @glassnode also notes increasing options hedging demand and low-conviction ETF indicators, reflecting cooling institutional support (source: @glassnode). (Source)