According to @julian2kwan on X, 2026 is shaping up as the Year of the Vault, with DeFi vaults referenced as expanding from roughly $6B to $15B+ in TVL and delivering about 3 to 7 percent APY in altcoins, citing an Empire Podcast shared by @JasonYanowitz on X. According to @julian2kwan on X, there are two parallel tracks: DeFi vaults that run on-chain strategies for crypto-native assets with crypto-denominated yields, and RWA vaults that bring USD yields from tokenized fixed income on-chain, with the RWA addressable market described as orders of magnitude larger. According to @julian2kwan on X, institutional RWA flows require regulated venues rather than unregulated DeFi, and he cites IxsFinance licensing and integration with LINE for compliant distribution rails. According to @julian2kwan on X, tokenized RWAs can power vaults with real BTC yields, bridging traditional finance and crypto. According to @julian2kwan on X, traders should watch for RWA vault volumes to surpass DeFi vaults, implying a shift toward regulated RWA rails, USD yield products, and BTC-linked on-chain yield strategies if this thesis plays out. (Source)

According to @ai_9684xtpa, wallet 0xcA0...b2998 withdrew 30,000 ETH from Binance and has accumulated 148,000 ETH from exchanges since yesterday, with a reported notional value of about $427 million, based on on-chain traces cited by @ai_9684xtpa and ARKM intel data. According to @ai_9684xtpa referencing Aave on-chain data, the wallet has borrowed roughly $240 million in stablecoins to loop long, showing a health factor of 1.49 and an ETH liquidation level near $1,953.09. According to @ai_9684xtpa via the Hyperliquid tracker hyperbot.network, the trader cut 12,587.99 ETH longs at a realized loss of about $3.424 million and still holds approximately 210,752.65 ETH, 1,000 BTC, and 511,000 SOL longs with total position value near $767 million and an unrealized loss around $57.13 million. Based on the metrics reported by @ai_9684xtpa and the referenced ARKM and Hyperliquid trackers, traders should monitor Aave health factor, ARKM wallet flows, and Hyperliquid positioning for potential bid support from spot accumulation versus elevated downside liquidation risk around the stated ETH level. (Source)

According to @moonshot, gold and silver erased about $1.7 trillion in market cap in roughly 90 minutes, which The Kobeissi Letter describes as one of the largest reversals in history. @moonshot adds that this magnitude roughly equals Bitcoin’s entire market capitalization, framing the move in a BTC context for traders and highlighting cross asset volatility (source: @moonshot; The Kobeissi Letter). (Source)

According to Santiment, crypto social data indicate a January sector rotation: traders showed minimal discourse while crypto rose in week 1, gold chatter erupted with new all time highs and crypto rose alongside in week 2, Bitcoin BTC interest surged as prices retraced and crypto plummeted in week 3, and silver set new all time highs while crypto ranged in week 4 (source: Santiment). According to Santiment, retail attention is now jumping across gold, silver, and equities beyond digital assets based on wherever pumps appear, as reflected in its social analytics (source: Santiment). According to Santiment, when retail FOMO spikes, tops often form, citing an example where silver surged above 117.70 dollars and then fell below 102.70 dollars within two hours after hype peaked, and Santiment advises a contrarian trading approach that fades crowd focus (source: Santiment). (Source)

According to Lightspark, Lightspark Grid now routes funds to bank accounts in 65 countries 24/7 via direct connections to local payment rails, enabling fiat or stablecoin in and bank account out (source: Lightspark on X). Lightspark highlights that it provides Bitcoin’s Lightning Network settlement as backend infrastructure—payments settle within seconds while end users remain in fiat—without a token or consumer-facing app (source: Lightspark on X). For traders, the broadened Lightning access and real time on and off ramps indicate rising BTC payments utility that participants track for adoption-driven liquidity and cross border settlement flows (source: Lightspark on X). (Source)

According to @KobeissiLetter, investors have bought a net +$96 billion of South Korea stocks since 2019, with +$35 billion in net purchases in 2025 alone, accounting for 36% of the total. According to @KobeissiLetter, South Korea has been the best-performing global market over the last year with a +99% gain. According to @KobeissiLetter, these sustained inflows underscore robust demand and liquidity in Korean equities that traders track for trend strength. (Source)

According to @Matt_Hougan, vaults represent a major asset management innovation on par with index funds and ETFs, signaling the shift of finance onchain. Source: @Matt_Hougan. Bitwise announced non custodial vault strategies as a curator on Morpho, currently targeting 6% APY by investing in overcollateralized lending pools, with curation, strategy, and risk management led by Portfolio Manager Jonathan Man, CFA. Source: @BitwiseInvest. Bitwise added that the offering leverages its 140-person team and more than eight-year crypto track record to provide a transparent way for sophisticated investors to earn digital yield. Source: @BitwiseInvest. (Source)

According to @Andre_Dragosch, SLV recorded about 32 billion in trading volume, roughly 15 times its average, surpassing SPY at 24 billion and NVDA and TSLA at 16 billion each, making it the highest volume security cited in the post; source: @Andre_Dragosch on X citing @EricBalchunas. For traders, the outsized turnover highlights exceptional liquidity concentration in SLV relative to major equity and ETF benchmarks, underscoring near term focus on silver exposure; source: @Andre_Dragosch on X citing @EricBalchunas. (Source)

According to @StockMKTNewz, The Wall Street Journal reports the Trump administration is proposing roughly flat rates for Medicare insurers next year, a change that falls well short of Wall Street expectations (source: The Wall Street Journal via @StockMKTNewz). @StockMKTNewz adds that UnitedHealth Group (UNH) shares are down about 8% in after-hours trading on the news (source: @StockMKTNewz). (Source)

According to @StockMKTNewz, Google (GOOGL) is rolling out a Gemini AI Suggested times feature in Google Calendar that analyzes attendee availability to propose optimal meeting windows (source: @StockMKTNewz). The capability appears during event creation under Suggested times and uses Gemini to surface overlapping availability, reducing manual scheduling friction within Workspace (source: @StockMKTNewz). For GOOGL-focused traders, this product integration underscores Alphabet’s AI push inside core productivity apps, making user adoption and Workspace monetization disclosures key datapoints to monitor rather than headline noise (source: @StockMKTNewz). (Source)

According to @EleanorTerrett, citing Politico, Sen. Roger Marshall (R-KS) will not offer his credit card swipe fee amendment during the Senate Agriculture Committee’s crypto markup, and Sen. Dick Durbin (D-IL) is not expected to raise it either after lobbying from the White House and crypto proponents, a move she says is expected to smooth the bill’s path through committee. According to @EleanorTerrett, amendments still under consideration include ethics rules for government officials and their families, a requirement that the CFTC have at least four sitting commissioners following a consultation with the minority party, a ban on bailouts of crypto issuers, anti-fraud provisions for crypto ATMs, and restrictions on foreign adversary participation in U.S. crypto markets. According to @EleanorTerrett, weather conditions could delay the markup. (Source)

According to The Kobeissi Letter, foreign investors have added about $2.3 billion to Brazilian equities so far in January, marking the strongest monthly inflow since December 2023 and more than double the combined inflows of the prior seven months. According to The Kobeissi Letter, these flows are linked to the Ibovespa (IBOV), as highlighted in the accompanying chart, reflecting global investors piling into Brazilian stocks. (Source)

According to Matt Hougan, Bitwise launched non-custodial vault strategies as a curator on Morpho, with the first strategy targeting 6% APY by allocating to overcollateralized lending pools (source: Matt Hougan on X; Bitwise on X). Vault curation, strategy, and risk management will be led by Bitwise Portfolio Manager and Head of Multi-Strategy Solutions Jonathan Man, CFA, leveraging the firm’s 140-person team and multi-year crypto track record to deliver transparent digital yield for sophisticated investors (source: Bitwise on X). Bitwise positions this as part of finance moving onchain and invites investor input as additional vaults roll out (source: Matt Hougan on X; Bitwise on X). (Source)

According to @EricBalchunas, SLV traded about $32B in volume, roughly 15x its average and the highest of any security globally for the session. Source: @EricBalchunas. According to @EricBalchunas, for context SPY saw about $24B while NVDA and TSLA each did about $16B, highlighting SLV’s outsized turnover relative to mega-cap equity and ETF peers. Source: @EricBalchunas. According to @EricBalchunas, this kind of dominance by a relatively small product is rare and comparable to the GameStop episode in terms of taking over the tape. Source: @EricBalchunas. (Source)

According to @KobeissiLetter, the S&P 500 measured in ounces of gold is at 1.39, the lowest since 2014, reflecting gold’s outperformance versus equities (source: @KobeissiLetter). According to @KobeissiLetter, the ratio has declined by 1.26, or 48%, since 2022, with gold up 180% and the S&P 500 up 45%, highlighting sustained relative strength in gold that traders monitor via the SPX-to-gold ratio for positioning and risk management (source: @KobeissiLetter). (Source)

According to @AnthropicAI, elicitation attacks can exploit benign datasets such as cheesemaking, fermentation, and candle chemistry, with an experiment showing that training on harmless chemistry was two-thirds as effective at improving performance on chemical weapons tasks as training on chemical weapons data; source: https://twitter.com/AnthropicAI/status/2015870971224404370. (Source)

According to @AnthropicAI, new research finds that when open source models are fine tuned on seemingly benign chemical synthesis information generated by frontier models, they become much better at chemical weapons tasks, an effect described as an elicitation attack. Source: @AnthropicAI. This result highlights a dual use AI safety risk where frontier model outputs can transfer sensitive capabilities into open source systems via fine tuning, elevating the urgency of governance and alignment controls. Source: @AnthropicAI. (Source)

According to @AnthropicAI, elicitation attacks generalize across different open-source models and multiple chemical weapons task types. According to @AnthropicAI, open-source large language models fine-tuned on frontier model outputs exhibit greater uplift on these hazardous tasks than models trained on chemistry textbooks or self-generated data. According to @AnthropicAI, these results emphasize higher misuse risk when fine tuning on frontier outputs and underscore the need for rigorous safety evaluations and data provenance controls in AI development. (Source)

According to @santimentfeed, on chain data shows Cardano's smart money wallets accumulated 454.7M ADA over the past two months while the token's price remained suppressed, driven by addresses holding 100K to 100M ADA increasing balances (source: @santimentfeed). @santimentfeed also notes that addresses with 100 ADA or fewer collectively reduced 22.0K ADA over the past three weeks, underscoring a divergence between whale wallets and small holders (source: @santimentfeed). (Source)

According to The Kobeissi Letter, US data center construction rose 18.5% year over year in October 2025 to a record 42 billion annualized and now sits just 3 billion below office building spend. According to The Kobeissi Letter, spending on data centers has roughly tripled since the ChatGPT launch, highlighting accelerating demand for AI infrastructure. According to The Kobeissi Letter, traders may watch data center REITs, power and electrical equipment suppliers, utilities, and AI semiconductor and server vendors for potential beneficiaries of continued build out. (Source)