According to @iampaulgrewal, stablecoins demonstrate that tokenized dollars expand economic freedom and the same approach should be applied to tokenized capital markets, backed by a new Coinbase CBI paper (source: @iampaulgrewal). He cites data shared by @faryarshirzad that capital income grew 136% over 40 years while labor income rose 57%, and around 4 billion adults lack access to stocks and bonds, positioning tokenization as a bridge for the unbrokered (source: @iampaulgrewal citing @faryarshirzad). For traders, this flags real world asset tokenization and on chain securities as active priorities, with stablecoin rails as core infrastructure as outlined in the Coinbase CBI approach (source: @iampaulgrewal referencing Coinbase CBI paper). (Source)

According to @CryptoMichNL, Bitcoin (BTC) has broken back into its prior range and is accelerating lower as geopolitics worsen, reflecting peak fear across markets (source: @CryptoMichNL on X, Jan 20, 2026). Gold is posting double-digit weekly gains while Davos is underway, with a possible additional meeting between world leaders on Thursday adding event risk for crypto prices (source: @CryptoMichNL on X, Jan 20, 2026). On the 4-hour chart, BTC is taking the lows and testing a potential support, with RSI as oversold as during the move to 80k on the 4-hour, which suggests scope for a short-term bounce rather than a trend reversal (source: @CryptoMichNL on X, Jan 20, 2026). A genuine trend reversal would require BTC to reclaim multiple higher levels, so any near-term strength should be treated as a relief bounce within a highly volatile week (source: @CryptoMichNL on X, Jan 20, 2026). (Source)

According to @BullTheoryio, roughly $1.3 trillion in U.S. equities was wiped out as the Nasdaq and S&P 500 erased their 2026 gains and turned negative, signaling a broad risk-off move; source: @BullTheoryio. @BullTheoryio attributes the drawdown to escalating U.S.-EU trade tensions, continued weakness in Japan’s bond market, and pension funds cutting risk exposure; source: @BullTheoryio. For crypto positioning, stress in equities often coincides with higher BTC and ETH correlation to stocks and tighter liquidity, so traders should monitor cross asset correlation, perpetual funding and basis, and stablecoin flow metrics for confirmation; sources: Kaiko Research, Binance Research, Glassnode. During deleveraging episodes, options skew tends to steepen and hedging demand rises, making risk management via options and reduced leverage more common than dip buying; source: Deribit Insights. (Source)

According to @ki_young_ju, CryptoQuant now reliably tracks most real-time Coinbase Bitcoin (BTC) inflows and outflows after reverse-engineering Coinbase’s latest wallet shuffling pattern and updating its custom clustering logic, source: @ki_young_ju. For traders, higher-fidelity Coinbase on-chain exchange flow metrics can help assess spot liquidity shifts and potential buy or sell pressure using real-time netflow signals, source: @ki_young_ju. The adjustment addresses frequent privacy-driven wallet rotations at Coinbase, reducing mislabeling risk and improving the signal quality of alerts tied to exchange inflows and outflows, source: @ki_young_ju. (Source)

According to Glassnode, during the November to December bottoming phase, supply accumulation was led by larger entities while smaller cohorts were net distributors (source: Glassnode). According to Glassnode, this divergence was partly driven by exchange-related wallet reshuffling that can resemble organic flows and by large holders buying the dip (source: Glassnode). According to Glassnode, these dynamics highlight that on-chain accumulation signals must account for internal exchange movements versus genuine whale inflows when informing trade timing (source: Glassnode). (Source)

According to @_RichardTeng, during WEF26 Davos he stated that India ranks number one in blockchain adoption, highlighting the market’s rapid user uptake, source: Richard Teng on X Jan 20, 2026. He added that Binance is committed to supporting users in India and collaborating closely with policymakers to foster responsible growth, indicating ongoing engagement with the Indian market, source: Richard Teng on X Jan 20, 2026. CNBC-TV18 reported in the same context that the total crypto market capitalization has touched 4 trillion dollars, providing a macro backdrop for sector-wide liquidity, source: CNBC-TV18 on X Jan 20, 2026. For traders, the stated commitment to user support and regulatory collaboration in India makes official updates from Binance and Indian policymakers important catalysts to track for changes in market access and activity, source: Richard Teng on X Jan 20, 2026. (Source)

According to @lookonchain, Bitcoin ETFs recorded a 1D net outflow of 2,886 BTC (−$261.68M) while 7D net inflows stayed positive at 14,760 BTC (+$1.34B); source: Lookonchain on X https://x.com/lookonchain/status/2013637874193670629. According to @lookonchain, Ethereum ETFs posted a 1D net flow of 0 and a 7D net inflow of 172,826 ETH (+$523.84M); source: Lookonchain on X https://x.com/lookonchain/status/2013637874193670629. According to @lookonchain, Solana ETFs showed a 1D net flow of 0 and a 7D net inflow of 278,838 SOL (+$35.69M); source: Lookonchain on X https://x.com/lookonchain/status/2013637874193670629. Day-over-day, BTC ETF 1D outflows widened versus the prior update (from −1,106 BTC to −2,886 BTC), while ETH and SOL 1D flows cooled from inflows to flat; source: Lookonchain on X https://x.com/lookonchain/status/2012168973203415461 and https://x.com/lookonchain/status/2013637874193670629. For trading, the persistent 7D inflows across BTC, ETH, and SOL ETFs point to ongoing demand that may support pullbacks, while the softer 1D prints highlight near-term volatility risks around ETF flow timing; source: Lookonchain on X https://x.com/lookonchain/status/2013637874193670629. (Source)

According to @AnthropicAI, the company is partnering with Teach For All to deliver AI training to educators in 63 countries, enabling teachers serving over 1.5 million students to use Claude to plan curricula, customize assignments, and build tools. According to @AnthropicAI, educators will also provide feedback that informs how Claude evolves, and the announcement does not reference cryptocurrencies or blockchain; for traders tracking AI narratives within crypto, this provides a verifiable adoption data point on user scale and institutional reach. (Source)

According to @EmberCN, address 0xD83...Fd7 increased short exposure to HYPE in the past half hour. According to @EmberCN, the trader started by shorting ETH last Friday and used rolling unrealized profits to expand shorts into other assets. According to @EmberCN, the account now holds short positions in BTC, ETH, HYPE, and XMR with total notional around USD 261 million. According to @EmberCN, the trader scaled initial capital from roughly USD 3 million to about USD 11 million through this rolling strategy. (Source)

According to EmberCN, Bitcoin treasury company MSTR purchased 22,305 BTC at around 95,284 dollars per BTC last week, bringing total holdings to 709,715 BTC with an average cost of 75,979 dollars and an unrealized profit of 10.813 billion dollars (source: EmberCN on X). According to EmberCN, Ethereum treasury company BMNR also increased ETH holdings last week, with the update noting the accumulation in the same source (source: EmberCN on X). (Source)

According to @EmberCN, Trend Research withdrew 7,960 ETH from Binance and purchased a total of 17,899 ETH, bringing its holdings to approximately 644,600 ETH valued around $2 billion with an average cost of $3,182. According to @EmberCN, these flows indicate ongoing ETH accumulation and exchange outflows by Trend Research. (Source)

According to @lookonchain, Michael Saylor's Strategy purchased 22,305 BTC last week at a reported price of 95,284, bringing total holdings to 709,715 BTC, source: @lookonchain. The firm reports an average buying price of 75,979 and an unrealized profit of 10.65B at 19.75 percent on its BTC position, source: Strategy press release. These whale accumulation metrics offer concrete reference levels around BTC exposure for traders monitoring large treasury holders, source: @lookonchain. (Source)

According to @ai_9684xtpa, citing Arkham on-chain data at intel.arkm.com/explorer/address/0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8, Trend Research deposited 20,000,000 USDT to an exchange this afternoon and 15 minutes ago withdrew 9,939 ETH from Binance worth $30.85M; source: @ai_9684xtpa; Arkham. Cumulative holdings now stand at 636,717.65 ETH with an average acquisition cost of about $3,105.46 and an unrealized profit of approximately $0.636M; source: @ai_9684xtpa; Arkham. Several minutes earlier, the address borrowed 10,000,000 USDT from Aave and sent it to Binance, at which time it held 626,778.65 ETH valued at $1.94B with an average cost near $3,105.5 and an unrealized profit of about $53.52M; source: @ai_9684xtpa; Arkham. These sequential on-chain flows indicate active ETH accumulation by a large wallet, with stablecoin funding and Binance outflows visible on-chain; source: @ai_9684xtpa; Arkham. (Source)

According to @CryptoMichNL, Acurast completed its token generation event and went live on mainnet, making ACU immediately tradable and the network operational, source: @CryptoMichNL on X; @Acurast on X. Holders can stake ACU and earn additional rewards by being active in the ecosystem, source: @CryptoMichNL on X. Users can monetize spare mobile phones through Acurast’s DePIN compute network, creating on-chain participation incentives, source: @CryptoMichNL on X. MN Capital is a backer of Acurast, highlighting venture support behind the launch, source: @CryptoMichNL on X. Acurast confirmed in its official post that mainnet is live and ACU is live, source: @Acurast on X. The team cited strong ecosystem growth leading into the launch, reinforcing traction for immediate post-TGE activity, source: @CryptoMichNL on X. (Source)

According to @ai_9684xtpa, Trend Research deposited 20,000,000 USDT to an exchange and withdrew 9,939 ETH worth about 3.04 million dollars from Binance shortly after, indicating ongoing accumulation; source: @ai_9684xtpa on X (Jan 20, 2026) and Arkham Intelligence address https://intel.arkm.com/explorer/address/0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8. According to @ai_9684xtpa, five minutes later the wallet borrowed 10,000,000 USDT from Aave and deposited it to Binance, signaling additional funding for activity on the exchange; source: @ai_9684xtpa on X (Jan 20, 2026) and Arkham Intelligence address https://intel.arkm.com/explorer/address/0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8. According to @ai_9684xtpa, the latest tally shows 626,778.65 ETH held with a stated value of 1.94 billion dollars, average cost about 3,105.5, and unrealized profit of 53.52 million, while an earlier update cited 636,717.65 ETH at an average cost about 3,105.46 with 0.636 million unrealized profit; source: @ai_9684xtpa on X (Jan 20, 2026) and Arkham Intelligence address https://intel.arkm.com/explorer/address/0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8. According to @ai_9684xtpa, traders can monitor Binance ETH spot flows and the Arkham-tracked wallet for further deposits or withdrawals to gauge near-term flow-driven risk; source: @ai_9684xtpa on X (Jan 20, 2026) and Arkham Intelligence address https://intel.arkm.com/explorer/address/0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8. (Source)

According to @lookonchain, Trend Research borrowed 30M USDT from Aave to buy 9,939 ETH, then deposited the purchased ETH into Aave and borrowed another 20M USDT that was sent to Binance, likely for additional ETH purchases. According to @lookonchain, the transactions indicate a leverage-based ETH accumulation loop using Aave collateral and centralized exchange liquidity. According to @lookonchain citing Arkham Intelligence, Trend Research now holds 636,819 ETH on-chain. (Source)

According to @EmberCN, Trend Research sent 30M USDT to Binance, withdrew 9,939 ETH (about $30M) from Binance, and additionally borrowed 20M USDT on Aave to transfer into Binance, indicating buying is continuing; source: @EmberCN. Total ETH holdings for Trend Research now stand at 636,000 ETH (about $1.97B) with an average cost basis of $3,183, per the same source; source: @EmberCN. (Source)

According to @CryptoMichNL, BTC saw a small test near 96,000 followed by an immediate rejection, driving a sharp market drop and pushing many altcoins to new cycle lows. Source: @CryptoMichNL. According to @CryptoMichNL, upside requires a consistent higher low and a reclaim of the 21-day moving average to improve the trend structure. Source: @CryptoMichNL. According to @CryptoMichNL, the final hurdle is holding the 50-day moving average and avoiding new lows; if held, expect a fast acceleration and blow-off in Gold alongside a final deep correction in Bitcoin. Source: @CryptoMichNL. (Source)

According to @EmberCN, after ETH fell below Trend Research's cost basis, the firm borrowed 30 million USDT on Aave and transferred it to Binance. According to @EmberCN, the fund has been using borrowing leverage to reaccumulate ETH since last November and currently holds around 626,000 ETH. According to @EmberCN, the latest transfer places additional stablecoin liquidity on Binance, while no explicit purchase has been confirmed. (Source)

According to @FuSheng_0306, former xAI engineer Sulaiman Ghori said in an interview that xAI is internally testing AI agent coworkers with names and org-chart placements, reportedly causing confusion when employees tried to locate or reference them, and that he was dismissed after sharing internal details. Source: @FuSheng_0306, https://twitter.com/FuSheng_0306/status/2013559851243462892 For traders, treat this as unverified until xAI issues official confirmation, and monitor for statements or product notes that could influence sentiment around agentic AI adoption and decentralized AI narratives in crypto. Source: @FuSheng_0306, https://twitter.com/FuSheng_0306/status/2013559851243462892 Key focus: watch for confirmation, scope of internal deployment, and any enterprise-facing releases that could affect positioning in AI-exposed assets and decentralized AI tokens. Source: @FuSheng_0306, https://twitter.com/FuSheng_0306/status/2013559851243462892 (Source)