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)

According to @rogerhamilton, Genius Group (GNS) has partnered with ReadyNest to launch AI powered, Starlink connected, pre built Future School Space Capsules that can be added to schools, villages and remote areas to expand the Genius School model, source: @rogerhamilton. The pods are solar powered, off grid, transportable units with immersive LED environments and high speed connectivity that enable AI mentoring, collaboration across capsules and integration with the Genius Curriculum, source: @rogerhamilton. Management targets initial deployment at Genius High School in Bali and indicates build and install costs per capsule are expected to be recouped within the first year via school or lease fees, source: @rogerhamilton. Capacity is 12 learners per capsule and up to 60 per five capsule station, and the company positions itself as an AI powered, Bitcoin (BTC) first education group, source: @rogerhamilton. ReadyNest highlighted modular and prebuilt housing growth tailwinds and the role of low cost solar power and satellite internet in scaling off grid classrooms, source: @rogerhamilton. (Source)

According to @glassnode, Hyperliquid positioning shows traders are net short about 240 BTC, with entry heatmaps indicating shorts added from higher levels and fresh shorts opening near 75,000 and current prices, while long interest remains notably thin. Source: @glassnode. (Source)

According to @StockMKTNewz, Eli Lilly (LLY) reported EPS of 7.54 versus expectations of 6.96 and revenue of 19.3B versus 18B, a double beat on earnings and sales; source: @StockMKTNewz. The company guided 2026 EPS to 33.50–35.00 and revenue to 80B–83B; source: @StockMKTNewz. (Source)

According to @OnchainLens, an Ethereum whale reactivated after nine months of dormancy, borrowing $20M USDT to purchase 8,806 ETH at around $2,271 over the past two days; the wallet now holds 21,094 ETH valued at $47.53M, tied to address 0x5E90387025235d07576f80C76B3E57EC96547ec4 (source: @OnchainLens). (Source)

According to @EmberCN, multiple leveraged Ethereum (ETH) whale or institutional borrowers are being stopped out at the current price zone. According to @EmberCN, one identified address cluster executed stop-loss exits totaling about 36.9K ETH on Hyperliquid over four days and withdrew roughly 82.36M USDC to repay debt. The source adds that the deleveraging is ongoing, with about 56K ETH still being reduced, according to @EmberCN. (Source)

According to Paolo Ardoino, USDT0 is expanding, with USDT0 Analytics reporting 24h volume of USD 513.58M and historical volume of USD 68.08B (source: USDT0 Analytics via Ardoino on X). The same dataset lists an average 24h transaction size of USD 281.88K and 521.37K historical transactions (source: USDT0 Analytics via Ardoino on X). It also shows support for 19 chains and a total supply of 4,477,859,326 USDT (source: USDT0 Analytics via Ardoino on X). For traders, the larger multi chain supply and high average ticket size indicate deeper on chain liquidity and improved conditions for routing and basis trades across supported ecosystems, based on the metrics shared by Ardoino from USDT0 Analytics. Monitoring USDT pairs and DEX liquidity where USDT0 operates can help identify tighter spreads and arbitrage pathways informed by the reported volumes and chain coverage (source: USDT0 Analytics via Ardoino on X). (Source)

According to @OnchainLens, the whale wallet 0x9ee has reopened a 15x ETH long after being fully liquidated, with the new leveraged position visible via on-chain trackers at hyperbot.network/trader/0x9eec98d048d06d9cd75318fffa3f3960e081daab and detailed in the X post https://x.com/OnchainLens/status/2018975761311633429. According to @OnchainLens, the address was previously liquidated on ETH and XRP longs with cumulative realized losses of about 61.38M and now shows an overall drawdown of roughly 10.76M, corroborated by app.coinmarketman.com/hypertracker/wallet/0x9eec98d048d06d9cd75318fffa3f3960e081daab and the X post https://x.com/OnchainLens/status/2017603405372658167. (Source)

According to @lookonchain, whale wallets 0x2788, 0x4E3c, and 0xDea3 accumulated tokenized gold, including a 1,500 XAUT withdrawal from OKX valued at $7.58M, a 931.33 PAXG withdrawal from Binance valued at $4.75M, and a 732.8 PAXG purchase valued at $3.74M, respectively. According to the same source, the activity was flagged with Arkham address links for verification, and the source characterized the flows as whales buying gold. (Source)

According to The Kobeissi Letter, demand for Japanese government 10-year bonds was weak at Tuesday’s auction, with the bid-to-cover ratio at 3.02, below last month’s 3.30 and the 12-month average of 3.24. According to The Kobeissi Letter, the bid-to-cover is a gauge of demand strength, and the decline reflects rising investor reluctance toward JGBs. (Source)

According to @ai_9684xtpa, XAUT reclaimed the $5,000 level as a wallet 0x278...3a7f6 withdrew 1,500 XAUT from OKX about an hour ago at a reported price of $5,055.15 per token, totaling roughly $7.58M. According to @ai_9684xtpa and Arkham Intelligence address data, this was the wallet’s first on-chain activity in 11 months and its first XAUT position. According to @ai_9684xtpa, the accumulation underscores strong buying interest in tokenized gold; based on this flow reported by @ai_9684xtpa, traders may monitor XAUT liquidity on OKX and further exchange outflows for potential follow-through. (Source)

According to @EmberCN, a whale/institution that realized $98.95 million from swing trading bought another 750 cbBTC today for about $55.95 million. Over the past few days following the sharp drop, the entity accumulated roughly $318 million in crypto: 83,392 ETH for about $204 million at an average of $2,450, and 1,500 cbBTC for about $113 million at an average of $75,820. According to @EmberCN, the address now holds approximately 173,000 ETH valued around $406 million and 1,500 cbBTC valued around $113 million. (Source)

According to @ai_9684xtpa, Binance’s SAFU fund address purchased another 1,315 BTC, marking a second $100M tranche following a prior buy two days earlier. According to @ai_9684xtpa, this is part of a $1B BTC rescue and accumulation plan that has reportedly reached 20% progress, with Binance having confirmed completion of the first $100M BTC purchase and having announced a BTC reserve initiative on Jan 30. According to @ai_9684xtpa, the involved wallet is 1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD, which can be tracked via the Arkham explorer for on chain monitoring. (Source)

According to @OnchainLens, gold surpassed $5,000 again and on-chain whales continued accumulating tokenized gold assets. According to @OnchainLens, wallet 0xf56 spent $8.09M USDC to buy 1,636.775314 XAUT at $4,943. According to @OnchainLens, wallet 0xa92 spent $6M in WBTC and stETH to acquire 564.27 PAXG and 631.56 XAUT at $5,020. According to @OnchainLens, wallet 0x09e spent $4.85M USDT to purchase 977 XAUT. According to @OnchainLens, these flows indicate ongoing whale buying of XAUT and PAXG on-chain. (Source)

According to @FarsideUK, US spot Bitcoin ETFs saw total net outflows of $272 million on 2026-02-03, led by FBTC (-$148.7M) and ARKB (-$62.5M), while IBIT recorded +$60M and GBTC posted -$56.6M. According to @FarsideUK, additional moves were BITB (-$23.4M), EZBC (-$2.2M), HODL (-$4.8M), and BTC (-$33.8M), with BTCO, BRRR, and BTCW at zero flow. According to @FarsideUK, the daily aggregate was negative across multiple issuers, signaling net redemptions in US spot Bitcoin ETFs. (Source)

According to @simplykashif, an AI-agent-only token launchpad on Base has launched over 9,000 tokens, processed $143.40 million in trading volume, and generated more than $1.43 million in fees. According to @simplykashif, the platform excludes humans and uses accrued fees to pay for compute so agents remain online and autonomous. Based on @simplykashif, these metrics highlight automated token issuance and liquidity on Base that traders can track for activity and fee-driven sustainability dynamics. (Source)

According to @lookonchain, three wallets dormant for four years, likely controlled by the same entity, bought the dip roughly eight hours ago (source: @lookonchain). They spent USD 13.1M to acquire 5,970 ETH at an average price of 2,195 USD, based on on chain data shared by @lookonchain (source: @lookonchain). (Source)

According to @AveryChing, L1 performance can surpass Ethereum by 10 to 100 times with Aptos as an example, and he argues L2s have been a bandage for a fundamental scaling issue; source: @AveryChing on X. He adds that building a global trading engine requires MEV protections, a trading virtual machine, and token level privacy beyond raw throughput; source: @AveryChing on X. In a referenced post, Vitalik Buterin says L2 progress toward stage 2 has been slow while Ethereum L1 is scaling with lower fees and projected gas limit increases, so L2s should pivot to differentiated features and strong interoperability rather than acting as branded shards; source: Vitalik Buterin on X. Vitalik also supports a native rollup precompile to verify zkEVM proofs for security council free EVM verification, auto upgrades, safer trustless interoperability, and synchronous composability; source: Vitalik Buterin on X. For traders, the posts highlight themes around high performance L1s like Aptos, Ethereum L1 scaling, MEV mitigation, privacy, and specialized execution environments as core drivers for on chain trading infrastructure; source: @AveryChing and Vitalik Buterin on X. (Source)

According to @santimentfeed, Bitcoin (BTC) dropped to $72.8K before bouncing as clarity from a passed bill prevented a U.S. government shutdown. According to @santimentfeed, DeFi liquidations totaled about $30M during the move, underscoring elevated crypto volatility. According to @santimentfeed, their latest insight analyzes the volatility drivers and what traders should watch next. (Source)