According to @EricBalchunas, emerging markets ETFs posted a record month of inflows in the first two weeks of January after a strong Q4, with 72 different funds taking in cash (source: @EricBalchunas). He noted that IEMG is leading among retail and model-driven allocations while EEM is leading among traders and institutions, indicating broad-based participation across investor types (source: @EricBalchunas). He added that this breadth and leadership show clear activity building in EM equity exposure (source: @EricBalchunas). (Source)

According to Andre Dragosch, geopolitics has accelerated a breakdown in the monetary order, shifting demand from sovereign bonds toward hard assets like gold and setting conditions favorable for Bitcoin BTC as a hedge. Dragosch cites the freezing of Russian foreign assets by G7 nations as the catalyst for a decoupling by major developing countries toward hard assets, reflected in the divergence between US real yields and gold prices, implying persistent bid for non sovereign collateral. Dragosch argues that a declining US trade deficit reduces foreign inflows into US capital markets, pressuring US Treasuries first, and raising the risk of a domestic central bank backstopping bond markets at the expense of the currency, a setup that typically supports scarce assets. Dragosch highlights Japan as a live example of rising yields alongside currency depreciation, a pattern associated with capital flight and eventual policy intervention that can further debase the currency, reinforcing the hard asset bid. Dragosch maintains that while gold and silver have already re-rated, Bitcoin is the ultimate trade due to finite supply, lack of counterparty risk, and apolitical design, though investor familiarity may delay adoption relative to gold, leaving a potential opportunity for staged allocation once other hedges are extended. (Source)

According to Demis Hassabis, Isomorphic Labs has entered a cross-modality, multi-target research collaboration with Johnson & Johnson Innovation to combine its AI drug design engine with J&J’s drug development capabilities and address historically difficult to drug disease targets, source: Demis Hassabis on X. The partners aim to design novel molecules that might otherwise remain undiscovered, marking a significant push in digital biology and AI drug discovery, source: Demis Hassabis on X. The announcement did not disclose any cryptocurrency involvement or tokenization elements, so crypto traders should note that any market impact would hinge on future public milestones from the two companies, source: Demis Hassabis on X. (Source)

According to @ai_9684xtpa, a 2016-era Ethereum address deposited 14,183 ETH to Coinbase roughly 40 minutes ago, valued at about 41.93 million dollars. According to Arkham Intelligence data cited by @ai_9684xtpa, this is the address’s first ETH deposit above one million dollars in about three years and its transaction history can be traced back to 2016. According to Arkham Intelligence data cited by @ai_9684xtpa, the address last appeared to accumulate ETH around 2022-02-11 and previously withdrew at an average as low as 1236.65 dollars per ETH. According to @ai_9684xtpa and Arkham Intelligence data, the transfer reflects a significant inflow of ETH to a centralized exchange wallet on Coinbase that traders monitor for liquidity and positioning context. (Source)

According to @EmberCN, Trend Research holds up to 651,300 ETH via borrowing leverage, valued around 1.92 billion dollars. According to @EmberCN, another whale known as 7 Siblings holds 596,800 ETH via leverage, valued around 1.765 billion dollars. According to @EmberCN, 7 Siblings typically buys ETH after major drawdowns. According to @EmberCN, 7 Siblings deposited 596,800 ETH across eight addresses into the Spark protocol as part of this leveraged setup. (Source)

According to @cas_abbe, NFP revealed a preview of its AI trading feature model, with the official launch to be announced later. source: @cas_abbe on X NFP stated that NFP AI Trade has completed testing and showed repeatable performance in live conditions with autonomous, prompt driven execution and no human intervention. source: @nfprompt on X Binance launched NFP Spot Trading Rewards with an approximately $200,000 prize pool, providing increased global exposure for NFP trading pairs. source: @binance on X NFP announced a new partnership with ByteDance to support ecosystem expansion and its long term vision. source: @nfprompt on X The author characterized these developments as the next evolution of NFP’s AI driven ecosystem with strong momentum. source: @cas_abbe on X (Source)

According to @FuSheng_0306, Demis Hassabis acknowledged that China’s AI engineering efficiency is very high and that the technology gap has narrowed to a matter of months, making catch-up on existing paths less of an issue while the real challenge lies in the next step, source: @FuSheng_0306 on X. For traders, while the comment does not mention crypto directly, this kind of AI leadership signal from China can influence sentiment toward AI-related crypto tokens and decentralized compute networks as participants position around the AI infrastructure narrative, source: @FuSheng_0306 on X (news trigger). (Source)

According to @justinsuntron, USDD will launch a points mining program, aims to grow to 2B, and will deepen deployment on Tron, Ethereum, and BNB Chain (source: X post by @justinsuntron). In the same post, May @0xMayyy stated that USDD’s total minted surpassed 1B in under a year and highlighted a multi-chain PSM enabling 1:1, no-friction swaps with USDT and a fully decentralized stablecoin design that addresses liquidity, trust costs, and conversion slippage (source: X post by @0xMayyy). (Source)

According to @justinsuntron, TRX is one of the most compelling allocations among top‑10 cryptocurrencies based on a research note he cited from CryptoBraveHQ. According to @justinsuntron, TRX gained +132.34% over the past year, outperforming BTC at +58.27% and SOL at +2.58%, while ETH declined by -37.15%. According to @justinsuntron, TRON hosts about $75.7B of USDT in circulation (around 50.2% share) and roughly 69% of global USDT transaction count, underscoring stablecoin dominance. According to @justinsuntron, WLFI’s USD1 stablecoin is deploying on ETH, TRX, and BNB, reinforcing TRON’s role in stablecoin settlement. According to @justinsuntron, TRX also shows stronger bear‑to‑bull resilience, higher new‑cycle highs versus prior peaks, smaller pullbacks this cycle, a deflationary supply while BTC, ETH, and SOL are inflationary, and combined energy, node staking, and governance rewards offering APY above 20%. (Source)

According to @CryptoKing4Ever, gold (XAU) is up 14% early this year while Bitcoin (BTC) is down 11%, with geopolitics pressuring both assets. The source cites Donald Trump’s stance on Greenland and a new 10% tariff on Europe as added tension, and says markets need fresh data to calm. (Source)

According to @justinsuntron, TRON DAO 中文 reports the USDT supply on the TRON network has surpassed 83.4 billion, setting a new all-time high, source: Justin Sun on X https://x.com/justinsuntron/status/2013837031957504329; TRON DAO 中文 on X https://x.com/trondaoCN/status/2013793552036213186. Since the start of 2026, Tether has minted an additional 2 billion USDT on TRON, underscoring expanding stablecoin issuance on TRC20 rails, source: Justin Sun on X https://x.com/justinsuntron/status/2013837031957504329; TRON DAO 中文 on X https://x.com/trondaoCN/status/2013793552036213186. For trading, growing TRC20 USDT float can indicate deeper on-chain liquidity and potential incremental demand for TRX as gas; traders should monitor TRC20 transfer volumes, DEX liquidity on TRON, and centralized exchange inflows for confirmation, source: Justin Sun on X https://x.com/justinsuntron/status/2013837031957504329; TRON DAO 中文 on X https://x.com/trondaoCN/status/2013793552036213186. (Source)

According to @FarsideUK, US spot Ethereum ETFs posted a total net outflow of $230 million on 2026-01-20, with ETHA -92.3, FETH -51.5, ETHE -38.5, ETHW -31.1, ETH -11.1, and ETHV -5.5, while TETH, QETH, and EZET recorded zero flow; source: Farside Investors farside.co.uk/eth. The data are reported by Farside Investors’ Ethereum ETF flow tracker for US funds; source: Farside Investors farside.co.uk/eth. (Source)

According to @KobeissiLetter, Japanese insurers sold about 5.2 billion dollars of Japanese government bonds with maturities of ten years or longer in December, the largest monthly sale since data began in 2004. According to @KobeissiLetter, this was the fifth consecutive month of net selling by insurers, the longest streak on record. According to @KobeissiLetter, the update highlights a record-length selling trend focused on long duration JGBs. (Source)

According to @justinsuntron, Messari reported that in 2025 TRON saw TRX up 22.75% year over year, protocol revenue surpass 1 billion dollars in a single quarter, and TRON stablecoin market cap rise 39.34% year over year, framing tangible on chain growth relevant to TRX trading and stablecoin liquidity on TRON; source: @justinsuntron; Messari. For positioning, traders can reference Messari data to track TRX performance, TRON protocol revenue, and TRON stablecoin supply when evaluating liquidity and execution for TRX and TRON DeFi pairs; source: Messari. Justin Sun stated that 2026 will be even better for TRON; source: @justinsuntron. (Source)

According to @ai_9684xtpa, an ETH swing-trading whale bought 5,678 ETH at USD 2,985 on 2025-12-20 and then sold 3,380.4 ETH around USD 2,998.49, booking roughly USD 42,000 profit, with the activity evidenced by Arkham Intel wallet links provided by @ai_9684xtpa. According to @ai_9684xtpa, the wallet still holds 2,298 ETH showing an unrealized loss of about USD 32,300, per the linked Arkham Intel addresses. According to @ai_9684xtpa, this position had an estimated unrealized gain near USD 2.179 million two days earlier before the reported drawdown. According to @ai_9684xtpa, this reflects ETH swing whales retreating and adds visible spot selling interest near the 3,000 level, as highlighted by the Arkham-linked build and sell addresses. (Source)

According to @StockMKTNewz, citing Bloomberg, OpenAI said it will pay for energy-related infrastructure required by its Stargate data centers and will work with host communities to ensure the projects do not raise local electricity costs. Source: Bloomberg via @StockMKTNewz. For traders, direct funding of grid upgrades by OpenAI can influence regional power pricing and capacity, key drivers of Bitcoin BTC mining cost structures and profitability. Source: Bloomberg via @StockMKTNewz; Cambridge Centre for Alternative Finance. Electricity consumption is a primary input for proof of work mining, making miners and power providers in data center corridors sensitive to AI compute expansion and long term power purchase agreements. Source: Cambridge Centre for Alternative Finance; International Energy Agency. Monitor disclosures on grid interconnections, long term PPAs, and energy infrastructure buildouts tied to AI data centers as signals for BTC miner margins and energy equities. Source: Bloomberg via @StockMKTNewz; International Energy Agency. (Source)

According to @DeepLearningAI, regulators across Europe, Asia, and the Americas demanded investigations, restrictions, or bans after xAI's Grok generated tens of thousands of sexualized images of real people without consent; xAI disabled this capability on its platform, but Grok still undresses real individuals, per @DeepLearningAI. For crypto traders, the cross-regional investigations and restrictions reported by @DeepLearningAI raise regulatory overhang for generative AI exposure, making AI-linked crypto narratives and AI tokens sensitive to further enforcement headlines. (Source)

According to @ai_9684xtpa, Arkham Intelligence data (intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3) shows wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 accumulated 20,000 ETH via Wintermute and FalxonX during an ETH pullback at an average near $2,970, totaling roughly $59.4M; source: @ai_9684xtpa, Arkham Intelligence. According to @ai_9684xtpa citing the same Arkham page, the wallet had recently taken profit near $3,321, realizing about $1.51M before re-entering; source: @ai_9684xtpa, Arkham Intelligence. According to @ai_9684xtpa, these transfers indicate an actively executed swing strategy via market makers/OTC channels (Wintermute and FalxonX) visible on-chain; source: @ai_9684xtpa, Arkham Intelligence. According to Arkham Intelligence and @ai_9684xtpa, real-time tracking of 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 on Arkham Intelligence enables traders to monitor subsequent ETH inflows/outflows linked to liquidity positioning; source: Arkham Intelligence, @ai_9684xtpa. (Source)

According to @ai_9684xtpa, Hyperliquid address 0x94d...33814 closed BTC, ETH, and SOL shorts for about $3.12M realized profit and then flipped to roughly $294M in longs across the three tokens, now showing around $1.06M unrealized loss with ETH down while the SOL long and a DASH short remain profitable (source: @ai_9684xtpa; hyperbot.network). Whale positioning is split on Hyperliquid: address 0x94d...33814 is the top BTC short with about 1,545 BTC, 70,015 ETH and 490,662 SOL shorts and roughly $4.32M floating profit, while address 0xd83...18fd7 holds about 1,640 BTC and 31,093 ETH shorts with roughly $3.92M floating profit (source: @ai_9684xtpa; hyperbot.network). On the long side, a trader labeled as the post-10/11 flash-crash insider is BTC long top 3 and ETH long top 1 with about 1,000 BTC and 223,340 ETH longs and an unrealized loss near $9.2M, and pension-usdt.eth holds a 1,000 BTC long with a multi-million unrealized loss, while another whale carries 11,000 ETH longs with a seven-figure drawdown (source: @ai_9684xtpa; hyperbot.network). The two-sided leverage concentration in BTC, ETH, and SOL per Hyperliquid leaderboards shows how quickly PnL flips intraday, as illustrated by the same address profiting on shorts and then drawing down on fresh longs (source: @ai_9684xtpa; hyperbot.network). (Source)

According to @ai_9684xtpa on X citing DeBank, wallet nemorino.eth accumulated 9,043 WETH between 2025-11-24 and 2026-01-20 at an average entry near $3,085 (source: debank.com/profile/0x8aecc5526f92a46718f8e68516d22038d8670e0d). According to @ai_9684xtpa referencing DeBank, the position reached about $2.87 million in unrealized profit in mid-January but no take-profit was recorded (source: DeBank wallet profile above). According to @ai_9684xtpa, roughly 12 hours before the post the wallet sold 3,000 WETH into the decline, realizing around $30,000 profit (source: @ai_9684xtpa on X). According to @ai_9684xtpa citing DeBank, the wallet still holds approximately 4,089.83 WETH showing an unrealized loss near $472,000 (source: DeBank wallet profile). According to @ai_9684xtpa referencing the CoW Protocol explorer, about 5 hours before the post the wallet spent roughly 6,000,000 USDC to buy 2,014.87 ETH on-chain at an average cost near $2,977.85 (source: explorer.cow.fi/address/0x8AeCc5526F92A46718f8E68516D22038D8670E0D). According to @ai_9684xtpa, the same wallet previously realized a swing-trade loss of about $1.804 million on ETH before re-entering (source: @ai_9684xtpa on X). (Source)