According to Lookonchain, ETH fell below $2,100, and Tom Lee's Bitmine holds 4,285,125 ETH, now valued around $8.42B and sitting on over $7B in unrealized losses (source: Lookonchain). Lookonchain added that Bitmine bought another 41,788 ETH last week and previously valued the total ETH position near $9.94B (source: Lookonchain). According to the PR Newswire release cited by Lookonchain, Bitmine Immersion Technologies (BMNR) announced its ETH holdings reached 4.285 million tokens and total crypto and cash holdings of $10.7B (source: PR Newswire via Lookonchain). (Source)

According to @KobeissiLetter, the four largest gold-backed ETFs in China posted $980 million in outflows on Tuesday, marking the biggest daily withdrawal on record and 2.5 times the previous record set in May 2025, Source: @KobeissiLetter. The report adds this followed $317 million in outflows on Monday, underscoring an unusually large two-day redemption wave in Chinese gold-backed ETFs, Source: @KobeissiLetter. For trading desks, these record-breaking redemptions indicate concentrated selling pressure in local bullion vehicles and a swift reduction in gold exposure among Chinese investors, Source: @KobeissiLetter. (Source)

According to @glassnode, the 3 day SMA of Net Realized Profit and Loss has fallen to negative 317 million per day, a regime last seen in December 2022, signaling sustained realized losses (source: @glassnode). According to @glassnode, loss realization has regained control while liquidity is fading, indicating weaker on chain conditions (source: @glassnode). According to @glassnode, patience among participants is being tested in this environment (source: @glassnode). (Source)

According to @lookonchain, Trend Research deposited another 10,000 ETH to Binance to sell and repay loans as the market declines, citing on-chain tracking via Arkham Intelligence. According to @lookonchain, the entity still holds 488,172 ETH, signaling sustained whale activity that can influence exchange inflows and short-term liquidity for ETH. Based on @lookonchain data, traders can monitor further exchange deposits from this address to gauge potential sell pressure and adjust risk management. (Source)

According to @RhythmicAnalyst, MSTR has fallen about 70% since a potential top flagged in November 2024, with multiple support zones failing outside of brief bounces, source: @RhythmicAnalyst. This week the stock also lost the $150 support and the next lower support is near $98, offering a clear technical level for risk management, source: @RhythmicAnalyst. Because MicroStrategy’s equity is directly related to BTC, traders should track Bitcoin’s price action alongside these levels for positioning, source: @RhythmicAnalyst. (Source)

According to @ai_9684xtpa, Trend Research deposited 10,000 ETH to Binance and likely sold, withdrew 30 million USDT to repay debt, sent 35,000 ETH to Binance over the last 14 hours, has allegedly offloaded 160,000 ETH since 02.01 with an estimated $128 million loss, still holds 498,000 ETH, and the liquidation range is cited at $1,685.82 to $1,855.35; source: @ai_9684xtpa; Arkham Intelligence. Traders should track the reported exchange inflows, remaining holdings, and the stated liquidation band for potential near term liquidity risk and sell pressure signals; source: @ai_9684xtpa. (Source)

According to @lookonchain, Machi deposited 249,950 USDC to continue long exposure in $ETH and $HYPE. The address now holds 1,000 ETH (about $2.13M) and 26,000 HYPE (about $904K) with liquidation prices at $1,933.21 for ETH and $26.93 for HYPE. Source: @lookonchain; Hyperdash. @lookonchain also reports the trader has been liquidated 262 times, underscoring persistent high leverage risk. Source: @lookonchain. For traders, these liquidation thresholds mark key risk levels where forced unwinds would occur if reached. Source: @lookonchain. (Source)

According to @KobeissiLetter, AMD extended its decline to roughly 18% intraday and was on track for its largest one-day drop since 2018. According to @KobeissiLetter, the selloff followed weaker than expected earnings guidance. (Source)

According to Lookonchain, wallet 0x66cF spent 44.78M USDC to buy 9,485 ETH at 4,721 around five months ago, based on on chain records. Source: Lookonchain; Arkham. According to Lookonchain, about one hour ago the same wallet sold all 9,485 ETH for roughly 20.5M USD at 2,162, realizing a 24.27M loss equal to 54 percent, as shown on the Arkham address explorer. Source: Lookonchain; Arkham. According to Lookonchain, this sequence is a classic buy high, sell low event from a single whale address. Source: Lookonchain. (Source)

According to @lookonchain, Bitcoin has fallen below the Strategy account's cost basis, leaving an estimated 1.5B unrealized loss. The source adds that during 2022–2023 the account's BTC position remained underwater for over 500 days. The source reports they sold 704 BTC only once on Dec 22, 2022, and quickly repurchased 810 BTC, describing an otherwise strictly buy and hold approach. Based on @lookonchain's history, this pattern signals limited historical distribution from this large holder during deep drawdowns, and traders may monitor on chain flows for any deviation as a potential liquidity signal, according to the source. (Source)

According to @CryptoMichNL, crypto markets are showing a bottoming setup rather than a peak, with intermarket relative strength signals supporting accumulation; he states the business cycle is at a 15-year low, the Bitcoin (BTC) versus gold RSI is at its lowest on record, the Ethereum (ETH) versus silver RSI is at its lowest on weekly and two-weekly timeframes, and broad layoffs alongside an AI pivot signal capitulation and low interest in the asset class (source: @CryptoMichNL). According to @CryptoMichNL, key tailwinds include a dovish, pro-Bitcoin Federal Reserve chair, an expected Clarity Act, the removal of government shutdown risks, accelerating quantitative easing, and a historical pattern of gold peaking before BTC rallies; he adds that markets peaked in December 2024 and are bottoming in Q1 2026, implying the next bull market is near, crediting @TechDev_52 for the chart (source: @CryptoMichNL). (Source)

According to @GreeksLive, ETH broke through the $2,200 level without resistance, while large players have been steadily accumulating put options, including very low strike prices. According to @GreeksLive, this put-heavy positioning persisted today, with activity shifting toward March expiries concentrated around the 70,000–80,000 strike range. According to @GreeksLive, the flow indicates ongoing demand for downside protection despite spot strength, a key signal for traders monitoring options flow and hedging activity. (Source)

According to @BullTheoryio, Bitcoin BTC plunged about $1,900 in roughly 25 minutes, liquidating around $70 million in longs, then rebounded about $1,200 in roughly 10 minutes, liquidating about $15 million in shorts, with no major news catalyst identified. According to @BullTheoryio, this two-sided liquidation sequence signals heightened short-term volatility and liquidity grabs that can punish high leverage futures positions and increase slippage near recent swing levels. Based on @BullTheoryio’s data, traders may consider tighter risk controls, reduced leverage, and patience around key liquidity zones until volatility normalizes. (Source)

According to @casey_lau, ElevenLabs announced a $500M Series D at an $11B valuation led by Sequoia, with a16z quadrupling down and ICONIQ tripling down, as stated by @matiii. According to @casey_lau, the milestone coincided with Web Summit Qatar where cofounder @matiii opened the event, and @matiii added that the round reflects the trust of customers and partners and gives momentum to ship faster. According to @casey_lau and @matiii, the progression from a small Web Summit booth in 2022 to an $11B valuation highlights strong investor backing and intensified execution. (Source)

According to @lookonchain, Bitcoin ETFs posted a 1-day net outflow of 1,185 BTC (88.96M USD) and a 7-day net outflow of 11,202 BTC (841.3M USD). According to @lookonchain, Ethereum ETFs recorded a 1-day net inflow of 17,340 ETH (38.15M USD) but a 7-day net outflow of 129,292 ETH (284.44M USD), while Solana ETFs showed a 1-day net inflow of 13,901 SOL (1.32M USD) and a negative 7-day net flow. Based on @lookonchain’s ETF flow data, traders may view the mixed daily inflows versus broad weekly outflows as short-term rotation into ETH and SOL amid continued weekly net selling pressure, informing liquidity and momentum assessments. (Source)

According to @ai_9684xtpa on X, a whale offloaded 41,800 ETH via Hyperunit across 10 addresses within eight hours and then deposited proceeds to Aave to repay debt, source: @ai_9684xtpa. Since the broader sell-off that began on Jan 31, the same entity has sold a cumulative 58,117 ETH, source: @ai_9684xtpa. The wallet cluster still has 38,465.3 ETH staked on chain and an outstanding borrow of 40.06 million USDC on Aave, source: @ai_9684xtpa. The cluster can be tracked through the Arkham Intelligence explorer entity referenced by the author, source: Arkham Intelligence; @ai_9684xtpa. (Source)

According to @lookonchain, Arthur Hayes sold PENDLE (PENDLE), ENA (ENA), and LDO (LDO) and rotated into HYPE (HYPE). According to @lookonchain, he bought 57,881 HYPE over the past 24 hours for about $1.91M and now holds 131,807 HYPE worth about $4.33M, citing Hypurrscan wallet data. According to @lookonchain, he also deposited 327,869 PENDLE (about $502K) and 3.6M ENA (about $499K) to FalconX, indicating a continued reduction in those positions per the source’s on-chain tracking. (Source)

According to @secondswap_io, HYPE (HYPE) has rallied roughly 50 percent from January lows despite unlock pressure and broader weakness, with price action stable into the event (source: @secondswap_io). According to @Tokenomist_ai, the scheduled unlock is $288M, equal to 2.79 percent of circulating supply on Feb 6, 2026 (source: @Tokenomist_ai). According to @secondswap_io, stability appears supported by positive HIP 3 launch news and a sharp usage pickup, showing emissions can be absorbed when protocol revenue, trading volume, and open interest reflect strong demand (source: @secondswap_io). According to @secondswap_io, without such catalysts large unlocks during volatility typically pressure prices, so traders can monitor HIP 3 execution, protocol revenue, and open interest to gauge post-unlock supply absorption (source: @secondswap_io). (Source)

According to @StockMKTNewz, The Information reported that Amazon (AMZN) and OpenAI have discussed a commercial agreement under which OpenAI would allocate its own researchers and engineers to build customized models powering Amazon’s AI products (source: The Information via @StockMKTNewz). The report frames the talks around bespoke model development for Amazon’s AI stack, signaling a focus on AWS and enterprise AI use cases (source: The Information via @StockMKTNewz). (Source)

According to @cas_abbe, citing DeFiLlama CEX Transparency data, Binance recorded roughly $0.7B in 24-hour net inflows, meaning deposits exceeded withdrawals (source: DeFiLlama CEX Transparency). @cas_abbe states this shows users moving in rather than mass withdrawals and indicates continued trust in Binance during uncertainty (source: @cas_abbe). Traders track these exchange net flows on DeFiLlama CEX Transparency as a gauge of liquidity conditions for execution on major pairs (source: DeFiLlama CEX Transparency). (Source)