According to Michael Saylor, Strategy concluded Q4 2025 with significant financial achievements. The company reported holding 713,502 BTC, reflecting a strong focus on Bitcoin investments. Additionally, it achieved a 22.8% BTC yield for 2025 and positioned itself as the largest U.S. equity issuer by raising $25.3 billion. Its $STRC asset scaled to $3.4 billion, offering an 11.25% dividend rate. These developments highlight Strategy's strategic financial expansion and Bitcoin-centric investment strategy. (Source)

According to @KobeissiLetter, crypto market losses have surpassed $300 billion and are on track for the biggest daily drop since the October 10 liquidation, source: @KobeissiLetter. The post adds that about $2 billion in levered positions were liquidated over 24 hours and Bitcoin (BTC) is near $62K, source: @KobeissiLetter. (Source)

According to @BullTheoryio, 2 billion was liquidated from crypto in the last 24 hours. The source reports Bitcoin dropped over 10,000 and fell below 64,000, wiping out 200 billion in market cap, while Ethereum fell below 1,850 with 39.4 billion in market cap erased. (Source)

According to @Andre_Dragosch, Bitcoin (BTC) implied volatility is at 75%, the highest since the spot ETF launch in 2024 and now above gold volatility; source: @Andre_Dragosch on X quoting @dgt10011. He added that the current pain is part of the process for BTC to make new highs and that the melt-up will be fast; source: @Andre_Dragosch on X. (Source)

According to AnthropicAI, their Opus 4.6, using autonomous agent teams, successfully built a fully functioning C compiler capable of working on the Linux kernel within two weeks. This experiment highlights significant advancements in autonomous software development, showcasing how AI systems can independently handle complex engineering tasks. It underscores the growing potential of AI-driven innovation in software engineering and its implications for future development processes. (Source)

According to ZachXBT, the Metropolitan Police released video confirming three juveniles from Sheffield robbed a London victim of about 4.5 million dollars in cryptocurrency, fled in the victim’s car, were detained while driving north, and received a combined 16-year prison sentence, with the victim’s crypto recovered within 72 hours (source: Metropolitan Police on X via the video post cited by ZachXBT). For traders, this rapid recovery highlights effective asset tracing and reduces immediate redistribution risk from this incident, underscoring the importance of strong custody and physical security practices (source: Metropolitan Police on X; source: ZachXBT on X). (Source)

According to @StockMKTNewz, Amazon AMZN will report earnings after the market close, with Wall Street consensus at EPS of 1.97 and revenue of 211.4 billion dollars, source: @StockMKTNewz. The release is expected at 4:02 PM ET followed by the earnings call at 5 PM ET, source: @StockMKTNewz. (Source)

According to @Celo, ERC 8004 is now deployed on Celo to enable portable agent reputation for agentic stablecoin apps (source: @Celo; @8004_scan). @Celo reports the network is the fastest growing USDT chain by users over the past year (source: @Celo). XAUt0 on Celo surpassed 56K holders (source: @Celo). MiniPay opened the waitlist for the MiniPay Card to bring stablecoin payments to users in more than 150 countries (source: @Celo; @MiniPay). StabilaFnd launched USDT rewards on Aave with additional boosts for users verified by SelfProtocol (source: @Celo; @StabilaFnd; @SelfProtocol; @Aave). PretiumApp added stablecoin loans and Airtel transfers to increase real world utility (source: @Celo; @PretiumApp). (Source)

According to @Celo, Ethereum is leading stablecoin activity with about $170B in supply and 5M active addresses since 2020 (source: Eco citing Artemis). Fidelity launched FDID, a US dollar stablecoin on Ethereum (source: Fidelity). Y Combinator enabled founders to receive startup funding in USDC (source: Y Combinator). Flutterwave acquired Mono to expand open banking infrastructure across Africa and bolster stablecoin payment rails (source: Flutterwave and Mono). Tether announced a $100M investment in Anchorage, the federally regulated digital asset bank and issuer of USA₮, to strengthen institutional stablecoin infrastructure (source: Tether and Anchorage). These developments reinforce Ethereum’s role in onchain settlement and stablecoin adoption (source: @Celo). (Source)

According to OpenAI, GPT-5 was connected to Ginkgo’s autonomous lab to propose experiments, run them at scale, learn from outcomes, and decide subsequent iterations in a closed loop, resulting in a reported 40% reduction in protein production costs (source: OpenAI). For traders, the claim highlights accelerating AI-driven lab automation and synthetic biology efficiency that could influence biomanufacturing economics and demand for AI infrastructure and lab automation software if reproduced at scale (underlying facts source: OpenAI). (Source)

According to OpenAI, GPT-5 was linked to an autonomous lab in a closed-loop setup where it designed experiment batches, the lab executed them, and the results informed subsequent designs across six iterations. OpenAI reports the system explored over 36000 reaction compositions across 580 automated plates, reflecting iterative design-execute-learn workflows at laboratory scale. (Source)

According to @AnthropicAI, Opus 4.6 was organized into agent teams to autonomously build a C compiler with minimal human oversight, and two weeks later the compiler worked on the Linux kernel, source: AnthropicAI. @AnthropicAI states that its new engineering blog explains lessons learned about the future of autonomous software development and agent workflows, source: AnthropicAI. The successful Linux kernel validation highlights a concrete benchmark for autonomous coding capabilities as reported by @AnthropicAI, source: AnthropicAI. (Source)

According to @bubblemaps, between Nov 2025 and Jan 2026, three addresses funded roughly 100 new wallets that had no prior activity, dispersed USDC to additional wallets, and then sniped the token at launch; according to @bubblemaps, one of the funding addresses is linked to GaCagz, the creator of $WAR, with the on-chain map published at v2.bubblemaps.io/map/GwZkA13raXTqhH7jC1Ic. (Source)

According to Sam Altman, OpenAI’s latest model has reached a high rating for cybersecurity on its preparedness framework, source: Sam Altman. He stated that OpenAI is piloting a Trusted Access framework to enhance controls around model use for security contexts, source: Sam Altman. Altman also announced a commitment of 10 million in API credits to accelerate cyber defense efforts, source: Sam Altman. OpenAI has published a Trusted Access for Cyber page describing the initiative, source: OpenAI. (Source)

According to @KobeissiLetter, the WTI Crude Oil ETF, CRUD, recorded $217 million of net inflows on Tuesday, the largest daily intake since the 2020 pandemic and the second-highest on record, source: @KobeissiLetter. The source also states this amount doubles any other single-day high over the last five years, source: @KobeissiLetter. (Source)

According to Charlie Bilello, US Producer Prices increased about 4.8% per year over the last five years and more than 26% in total. According to Charlie Bilello, this trajectory makes the Federal Reserve’s 2% inflation goal unrealistic in practice. According to Charlie Bilello, the Fed should not cut interest rates this year, implying firmer policy for longer. According to Charlie Bilello, traders should reassess rate cut expectations, with potential support for Treasury yields and caution for rate sensitive equities under a higher-for-longer monetary policy stance. (Source)

According to @BullTheoryio, the U.S. dollar is falling at the fastest pace since 1980 and is now the second worst performing currency among G10 peers. According to @BullTheoryio, most G10 currencies have strengthened against the dollar over the past three months, as illustrated in the shared chart. According to @BullTheoryio, this marks a sharp reversal from a year ago when the dollar was the strongest in the G10, underscoring broad USD weakness across major FX pairs. (Source)

According to @lightspark, Exolix has launched Lightning support for fully non-custodial BTC swaps using the Breez SDK and the Spark implementation, delivering ultra-fast, low-fee Bitcoin payments and swaps (source: Lightspark X post). Exolix stated the integration is live and focused on Lightning-enabled, non-custodial Bitcoin swaps with lower fees and faster settlement (source: Exolix official blog). Lightspark highlighted a demo showcasing easy, real time Lightning-based BTC transfers for non-custodial payments, underscoring accessibility and speed for Bitcoin mobility (source: Lightspark X post). (Source)

According to @Matt_Hougan, Bitwise’s alpha portfolio management team is providing an options-based income-generating solution for large Bitcoin (BTC) spot holders in partnership with Kraken Institutional, managed by Bitwise and executed entirely within Kraken’s qualified custody and OTC infrastructure (source: @Matt_Hougan on X; Kraken Institutional). Kraken Institutional described this as its first managed BTC income strategy, positioning institutional clients to pursue options-based yield directly on custodied spot BTC with professional management and integrated execution (source: Kraken Institutional). (Source)

According to Onchain Lens, Machi deposited 250K USDC to HyperLiquid to increase and open long positions in ETH at 25x, BTC at 40x, HYPE at 10x, and PUMP at 10x as the market continues to decline (source: Onchain Lens; CoinMarketMan HyperTracker). According to Onchain Lens, Machi's cumulative losses have surpassed 26.7M USD, with activity tied to wallet 0x020ca66c30bec2c4fe3861a94e4db4a498a35872 on HyperLiquid (source: Onchain Lens; CoinMarketMan HyperTracker). (Source)