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)

According to @ai_9684xtpa, a previously dormant buyer resumed accumulating ETH after two years, not selling during drawdowns to 1522 or rallies to 4461, with addresses 0xF788BB5F380f7972B5963f2eF8bE6F1Df4104d25 and 0x5F44E9030bbc1c5dbc8122C85D82dB2661117f86 flagged as likely controlled by the same entity (source: @ai_9684xtpa on X; ARKM Intel explorer). The entity’s most recent prior ETH purchase was in 2024-02 at an estimated cost of 2631.88 (source: @ai_9684xtpa on X). Roughly seven hours ago, the wallet bought 4020.61 ETH on chain at an average of 2174, about 8.74 million USD, bringing total holdings to 5122 ETH with an average cost of 2269, close to spot (source: @ai_9684xtpa on X; ARKM Intel explorer). (Source)

According to @OnchainLens, an Ethereum whale deposited 8,329 ETH to Galaxy Digital after holding for four months and is down $19.69M on the position. According to @OnchainLens, the address initially withdrew 11,860 ETH from OKX for $46.26M and still holds 3,530 ETH worth about $8M, with figures cited from Arkham. (Source)

According to @ai_9684xtpa, a wallet described as smart money that previously realized $99.22 million in ETH swing profits withdrew 750 cbBTC from Coinbase over the past 8 hours, totaling $55.999 million at an average $74,665.8 (source: @ai_9684xtpa). The same thread reports 20,392 ETH were withdrawn from multiple exchanges over the past 9 hours valued at $47.17 million with an average $2,313.35, and an initial 500 cbBTC position was established worth $38.74 million at an average $77,484.46 (source: @ai_9684xtpa). Wallet addresses shared for tracking are 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 and 0xd4584Bf988C9E8994688b56484E2F74cEAEeFB20 (source: @ai_9684xtpa). Traders may view these reported exchange outflows and self-custody accumulation as dip buying that could tighten near-term spot supply around the cited cost bases, offering actionable levels to monitor for BTC, ETH, and cbBTC (source: @ai_9684xtpa). (Source)

According to @EmberCN, a whale’s ETH long on Hyperliquid was liquidated with an estimated 230M USD loss. Per @EmberCN, the same address is also stopping out a leveraged spot position, selling 50,000 ETH (about 112.8M USD) to reduce leverage. Per @EmberCN, the address opened a 148,000 ETH leveraged long at 2,883 USD roughly a week earlier, after which ETH fell toward 2.2K USD, leading to the liquidation and de-leveraging. (Source)

According to @ai_9684xtpa, Vitalik Buterin’s planned donation sale of ETH is ongoing, with 1,511.42 ETH sold on chain at an average price of $2,298.43 from a 16,384 ETH allocation, leaving 90.7% remaining; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xfEB016D0D14AC0Fa6d69199608B0776d007203B2. The sales align with Vitalik’s post outlining the withdrawal of 16,384 ETH to fund donations over the coming years and a subsequent transfer from his personal address to a multi-signature wallet; source: Vitalik Buterin on X x.com/VitalikButerin/status/2017145595819933745 and @ai_9684xtpa on X. Traders can monitor further distributions from the cited multi-signature wallet as the remaining ETH is sold over time; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xfEB016D0D14AC0Fa6d69199608B0776d007203B2. (Source)

According to Lookonchain, Machi Big Brother was liquidated another 10 times, with the 250K USDC he deposited one day earlier now down to 57.7K USDC (source: Lookonchain). According to Lookonchain, the pattern is deposit funds, double down on longs, get liquidated, repeat, highlighting persistent overleverage risk (source: Lookonchain). According to Lookonchain, this sequence underscores how averaging into leveraged longs can rapidly erode capital when positions are repeatedly liquidated (source: Lookonchain). (Source)

According to @lookonchain, Trend Research and Garrett Jin are selling ETH to repay loans and avoid liquidation amid the ongoing drawdown. According to @lookonchain, they deposited a cumulative 316,185 ETH (about $738M) to Binance over the past three days with the intent to sell. According to @lookonchain, these exchange inflows indicate active deleveraging by large holders and immediate sell-side supply. (Source)

According to @ai_9684xtpa, on-chain tracking of address 0xFaf1358Fe6a9FA29A169Dfc272B14E709f54840f shows Trend Research sent 35,000 ETH to Binance in the past 14 hours and a further 20,000 ETH two hours later, with suspected single-day sales reaching 65,000 ETH; since Feb 1, cumulative deleveraging sales total about 160,000 ETH (approximately USD 367 million) with an estimated realized loss of about USD 128 million based on a cost near USD 3,104 and deposit price near USD 2,299, and the source reports an updated liquidation range around USD 1,686–1,974 with remaining holdings near 498,000 ETH. (Source)

According to @ai_9684xtpa, the 1011 whale who previously faced 230M dollars in liquidations allegedly sold 35,000 ETH in the past 8 hours and appears to have fully closed the 148,000 ETH accumulated on Jan 26–27, realizing a 76.41M dollar loss, source: @ai_9684xtpa. According to @ai_9684xtpa, during the rapid ETH drop between 00:38 and 01:22, the whale deposited another 78.31M dollars worth of ETH to Binance, and since Feb 1 has transferred a total of 156,185 ETH to exchanges valued at about 370M dollars, source: @ai_9684xtpa. According to @ai_9684xtpa, in the past 11 hours the whale received 806.47 BTC from B2C2 and Coinbase and now holds 40,411 BTC and 783,524.43 ETH, with on-chain assets exceeding 4.95B dollars and BTC exposure roughly triple ETH, source: @ai_9684xtpa. (Source)

According to @OnchainLens, on HyperLiquid, wallet 0x8d0 deposited $3M USDC and opened a BTC long with 20x leverage after previously losing over $11M, source: @OnchainLens. According to @OnchainLens, wallet 0x218 deposited $5.2M USDC and opened a BTC short with 14x leverage after previously making $10M, source: @OnchainLens. (Source)