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)

According to @EleanorTerrett, Senator Mark Warner said at the BankingGOP FSOC oversight hearing that Scott Bessent will likely be invited to the Senate Banking Committee's next round robin on crypto market structure, potentially occurring later today, tomorrow, or Monday. According to the source, this signals imminent policy discussion that could influence short term crypto sentiment and headline risk, so traders should monitor outcomes from the committee's crypto market structure discussions closely. (Source)

According to @OnchainLens, a whale spent 28M USDT to buy 13,837 ETH at an average price of 2,024 over the past five hours. According to @OnchainLens, the buyer address is 0x9cc65c0560acdb03c4e7cef83e02fbe413920f98 and is likely linked to the entity 7 Siblings. (Source)

According to @CryptoMichNL, Bitcoin's daily RSI has fallen to 18, a level he notes has only appeared during the August 2023 drop, the 2020 COVID crash, and the November 2018 low, highlighting extreme oversold conditions historically tied to capitulation events (source: @CryptoMichNL on X). He interprets the current reading as consistent with capitulation and a bear market low setup for traders to watch (source: @CryptoMichNL on X). (Source)

According to @ai_9684xtpa, the on chain entity 7 Siblings bought 6,923.85 ETH in the last hour as ETH dipped below 2,000 dollars, with an average fill of 2,009.8 dollars and total holdings now at 318,508.07 ETH, based on Arkham Intelligence wallet data. According to @ai_9684xtpa using Arkham Intelligence, in a separate window they purchased 1,994.98 ETH at an average 2,070.31 dollars and accumulated 4,813.22 ETH over 19 hours at an average 2,094.31 dollars. According to @ai_9684xtpa citing Arkham Intelligence, these repeated dip buys by a tracked whale highlight continued on chain accumulation during price weakness. (Source)

According to @BullTheoryio, MicroStrategy (MSTR) fell 12% in the session, wiping out about $5 billion in market value (source: @BullTheoryio). The stock is now 79% below its all-time high, and the company’s Bitcoin (BTC) holdings are carrying roughly $6.2 billion in unrealized losses (source: @BullTheoryio). Based on the source’s figures, the drawdown highlights MSTR’s sensitivity to BTC balance-sheet exposure, a dynamic traders use when positioning or hedging BTC-proxy equity risk (source: @BullTheoryio). (Source)

According to @Andre_Dragosch, Bitcoin (BTC) shows an on chain realized price distribution with an air pocket between 70k and 80k, while transactions cluster more densely from 58k to 69k, aligning with the prior cycle ATH near 69k and the 200 week moving average near 58k, indicating a stronger support band (source: @Andre_Dragosch on X). @Andre_Dragosch adds that a BTC support near 62k and MicroStrategy (MSTR) around 100 would be technically clean levels traders are monitoring based on this profile (source: @Andre_Dragosch on X). (Source)

According to Onchain Lens, a whale deposited 10,128 ETH, valued at about $20.44M, into Galaxy Digital and FalconX while facing a $44.2M loss (source: Onchain Lens; Arkham Intelligence). According to Onchain Lens, the address had initially withdrawn 17,836 ETH, valued at about $79.77M, from OKX and still holds 7,709 ETH (source: Onchain Lens; Arkham Intelligence). Onchain Lens provided an Arkham Intelligence explorer link for verification of the address balances and transfers (source: Arkham Intelligence). (Source)

According to @lookonchain, ETH fell below $2,000 as the vitalik.eth address sold 6,183 ETH over the past 3 days at an average price of $2,140, with sales still ongoing based on Arkham onchain data shared by @lookonchain. (Source)

According to @garyblack00, TSLA has underperformed with roughly -12% year to date versus NDX at about -2%, extending its 2025 underperformance when TSLA was about +11% versus NDX around +20% (source: @garyblack00 on X). He states the bull case that only Tesla can deliver generalized unsupervised autonomy is breaking down as Alphabet (GOOG), Baidu (BIDU), WeRide (WRD), Pony.ai (PONY), and Amazon (AMZN) are already completing approximately 750K paid unsupervised robotaxi rides per week without safety monitors (source: @garyblack00 on X). He adds that NVIDIA (NVDA) will make its AI chips and autonomy software stack available to other OEMs starting in 1H 2026, effectively democratizing unsupervised autonomy (source: @garyblack00 on X). To reverse TSLA’s trend, he outlines four catalysts: a broad FSD-led brand campaign to drive volumes and share; removing safety monitors from Tesla robotaxis to validate unsupervised capability; launching a conventional pickup to capture underpenetrated TAM and boost earnings; and CEO share purchases to signal confidence (source: @garyblack00 on X). (Source)

According to @ai_9684xtpa, ETH has broken below $2,000 and a tracked account known as Yi Boss has a liquidation zone between $1,574.6 and $1,681.49, while Trend Research would need to sell about 320,000 ETH to fully close leverage, highlighting potential localized sell pressure near that band for ETH traders (source: @ai_9684xtpa on X). The post also notes BTC fell from 98k to 70k in 22 days with ETH dropping about $1,300 in tandem, and shares a free tutorial tool for quickly checking DeFi lending liquidation prices to monitor on-chain liquidation risk levels (source: @ai_9684xtpa on X). (Source)

According to @lookonchain, ETH (ETH) dropped below $2,000 while Tom Lee’s Bitmine holds 4,285,125 ETH, which @lookonchain estimates translates into over $8B in unrealized losses at current levels. According to @lookonchain, Bitmine bought another 41,788 ETH last week and currently holds 4.285M ETH, citing a Bitmine Immersion Technologies (BMNR) press release on PR Newswire that reports ETH holdings of 4.285 million tokens and total crypto and cash of $10.7 billion. According to @lookonchain, traders can monitor the whale-sized Bitmine wallets highlighted in its post and track related exchange inflows for on-chain signals that often precede shifts in ETH liquidity and volatility. (Source)

According to Lookonchain, trader Machi (@machibigbrother) was liquidated six additional times and then deposited 250K USDC to Hyperliquid to continue long positions in ETH and HYPE (source: Lookonchain). Lookonchain linked the trader’s entity page on Arkham Intelligence for wallet tracking and verification of on-chain activity (source: Lookonchain). This pattern indicates ongoing leveraged long exposure on Hyperliquid’s ETH and HYPE perpetuals, increasing vulnerability to further deleveraging if adverse price moves persist (source: Lookonchain). Traders can monitor liquidation levels, funding, and open interest on Hyperliquid’s ETH and HYPE perps to gauge squeeze or cascade risk tied to this wallet’s activity (source: Lookonchain). (Source)

According to @EmberCN, the entity dubbed Xiao V accelerated ETH selling, unloading 1,470 ETH in the past hour, with the author noting the pace increases as price declines. According to @EmberCN, the sale began on the 3rd using a TWAP approach with a planned total of 16,384 ETH earmarked for project funding. According to @EmberCN, roughly three days into the plan, cumulative sales reached 4,531.6 ETH, indicating ongoing incremental sell pressure tied to the TWAP execution. (Source)

According to @GreeksLive, Bitcoin broke through the 70000 psychological barrier without resistance, and the 60000 range is the prior consolidation zone before the Trump rally where support remains relatively strong (source: @GreeksLive). According to @GreeksLive, any rapid short term dip could present a buying opportunity for traders watching these levels (source: @GreeksLive). (Source)

According to @ai_9684xtpa, the donation plan totals 16,384 ETH and the multisig wallet has sold 4,521.59 ETH via CowSwap since 02.02, representing 27.6% of the plan at an average sale price of $2,202.44. According to @ai_9684xtpa, a separate update notes 1,511.42 ETH sold since yesterday at an average $2,298.43, with sales still ongoing and the address 0xfEB016D0D14AC0Fa6d69199608B0776d007203B2 identified. According to @ai_9684xtpa, the continued distribution from this address indicates ongoing ETH supply entering decentralized exchange liquidity that traders can monitor. (Source)

According to @CryptoMichNL, he added $10,000 to his personal altcoin portfolio, splitting the allocation across OP, TAO, SEI, and W as part of an ongoing DCA plan. According to @CryptoMichNL, the plan is to keep adding roughly $10,000 monthly over the next 2–3 months depending on strength or further drawdowns, while acknowledging the personal portfolio is down about 75–80%. According to @CryptoMichNL, the rationale includes signals that Bitcoin priced in gold is at historically low levels, weekly and biweekly RSI nearing prior bear-market lows, the production cost sitting above price, and a shifting macro backdrop with a progressive Fed chair, a turning business cycle, potential avoidance of shutdowns, and the Clarity Act coming into play. According to @CryptoMichNL, the near-term game plan is to hold rather than actively trade, adjusting only if one position materially outruns the others. According to @CryptoMichNL, this higher-risk personal approach differs from the @MNFund_ and VC portfolios, with the fund said to have outperformed Bitcoin by about 35% since its July 1, 2025 inception. According to @CryptoMichNL, this is not financial advice and DCA is his preferred strategy for those with suitable risk tolerance. (Source)

According to @KobeissiLetter, the total crypto market cap fell from a record $4.3 trillion on October 6 to $2.3 trillion over four months, a $2 trillion decline equating to roughly a 46% wipeout. According to @KobeissiLetter, this magnitude of drawdown highlights severe pressure across digital assets and underscores elevated volatility that traders must account for in positioning and liquidity planning. According to @KobeissiLetter, the data frames current conditions for tighter risk controls and cautious short term trading strategies. (Source)

According to @glassnode, with Bitcoin spot at 69.7K, their on-chain models show STH Cost Basis at 94.0K, Active Investors Mean at 86.8K, True Market Mean at 80.1K, and Realized Price at 55.6K (source: @glassnode). According to @glassnode, this places BTC below multiple on-chain cost bases while still above the realized price, highlighting these as key levels traders track (source: @glassnode). (Source)

According to @glassnode, Bitcoin’s entity-adjusted realized loss on a 7D SMA basis reached USD 889 million per day on Feb 04, marking the largest daily loss realization since November 2022. Source: @glassnode. @glassnode adds that the BTC capitulation metric posted its second-largest spike in two years, indicating sharp forced selling and stress events that typically align with accelerated de-risking and elevated volatility as positioning resets. Source: @glassnode. (Source)