According to @saylor, Strategy acquired 855 BTC for approximately $75.3 million at about $87,974 per bitcoin and, as of 2/1/2026, holds 713,502 BTC acquired for roughly $54.26 billion at an average cost near $76,052 per bitcoin. Based on @saylor's disclosure, recurring corporate accumulation signals sustained institutional demand, which can support BTC spot liquidity and reinforces MSTR and STRC as high beta proxies for Bitcoin exposure for traders. (Source)

According to @StockMKTNewz, Devon Energy (DVN) and Coterra Energy (CTRA) agreed to a roughly $58 billion all-stock merger, with Coterra holders to receive 0.7 shares of DVN for each CTRA share (source: WSJ via @StockMKTNewz). The fixed 0.7 exchange ratio creates a clear merger arbitrage reference; CTRA typically tracks about 0.7 times DVN with a spread reflecting expected deal risk and time to close (source: WSJ via @StockMKTNewz). Traders should monitor regulatory approvals, closing conditions, and DVN volatility, as the all-stock consideration makes CTRA pricing directly sensitive to DVN share moves and headline risk into completion (source: WSJ via @StockMKTNewz). (Source)

According to Eric Balchunas, Vanguard has narrowed the US ETF asset share gap with BlackRock from 47% to 6% over five years and is likely to overtake as the US ETF asset leader within the next year or two (source: Eric Balchunas on X). According to Eric Balchunas, BlackRock remains the revenue leader in ETFs while Vanguard ranks fourth by revenue, indicating BlackRock’s stronger monetization despite the asset share shift (source: Eric Balchunas on X). According to Eric Balchunas, the evolving leaderboard underscores persistent demand for low-cost passive ETFs, signaling continued asset growth for Vanguard while BlackRock’s diversified fee mix can keep revenue leadership intact near term (source: Eric Balchunas on X). (Source)

According to @EricBalchunas, $SLV is leading pre-market volume across all ETFs and stocks, with commodities ETFs making up 7 of the top 11 most active by notional volume, source: @EricBalchunas. According to @EricBalchunas, the -2x gold and silver ETFs are now on the most-active list after not appearing last week, source: @EricBalchunas. (Source)

According to @simplykashif, Bitcoin has fallen below its True Market Mean, described as a long term fair value level, citing Glassnode. According to @simplykashif, the last comparable break in August 2023 was followed by roughly a 15 percent drawdown, citing Glassnode. According to @simplykashif, if a similar pattern repeats, BTC could slide toward the mid 60K area, citing Glassnode. (Source)

According to @ai_9684xtpa, Trend Research sold another 20,000 ETH, bringing estimated total losses to about $554M. According to @ai_9684xtpa, since yesterday 73,589 ETH were deposited to Binance at an average deposit price of $2,299.96 and likely sold, implying roughly $59.19M in realized loss, while on-chain holdings of 598,342.35 ETH still show about $495M in unrealized loss. According to @ai_9684xtpa, on-chain data from Arkham address 0xFaf1358Fe6a9FA29A169Dfc272B14E709f54840f indicate a $38M USDT withdrawal from Binance followed by an Aave debt repayment, supporting the conclusion that the deposited ETH was sold. (Source)

According to @ai_9684xtpa, Binance confirmed via an announcement that its SAFU fund completed an initial 100 million USD Bitcoin purchase toward a planned 1 billion USD BTC reserve, reaching about 10 percent progress since the January 30 start. According to @ai_9684xtpa, on chain data referenced via the Arkham Intelligence explorer shows 1,315 BTC moved from a Binance hot wallet to the SAFU address 1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD, aligning with the reported tranche. According to @ai_9684xtpa, the receiving address is not the wallet that holds the 1 billion USDC reserve at 0x420ef1f25563593aF5FE3f9b9d3bC56a8bd8c104, and the author advises awaiting an official Binance notice for full confirmation. According to @ai_9684xtpa, roughly 900 million USD in BTC purchases remain, so traders can monitor the cited address and Binance announcements to track potential further inflows. (Source)

According to @binance, it completed the first batch of converting 100 million USD in stablecoins into Bitcoin for the SAFU Fund and disclosed the SAFU BTC address 1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD, source: Binance on X. According to @binance, further conversions are ongoing, source: Binance on X. According to @binance, this confirms identifiable spot BTC demand tied to SAFU reallocation, a factor traders can monitor for near term liquidity and order flow as transactions proceed, source: Binance on X. (Source)

According to Kashif Raza, Indian crypto exchanges have begun delisting privacy coins such as Zcash ZEC and Dash DASH under new AML CFT requirements, with the Financial Intelligence Unit ordering exchanges to remove these assets and halt trading, deposits, and withdrawals. According to Kashif Raza, the FIU has labeled privacy coins as unacceptable assets due to high risk and warned that these tools can allow funds from banned or sanctioned sources to pass through. According to Kashif Raza, exchanges must also collect data on non custodial wallets, and limits on transfers to non custodial wallets may be introduced, signaling immediate trading restrictions for privacy coin pairs on Indian platforms. (Source)

According to @KobeissiLetter, BitMine (BMNR) has accumulated approximately $6.6 billion in unrealized losses tied to Ethereum (ETH). According to @KobeissiLetter, if those losses are realized, the position would rank as the fifth largest documented principal trading loss on record, at roughly 66% of the size of the 2021 Archegos loss. (Source)

According to @ai_9684xtpa, 1,315 BTC were moved from a Binance hot wallet to a SAFU Fund address with an estimated value near 100 million dollars. Source: X post https://twitter.com/ai_9684xtpa/status/2018241362697789699 and Arkham address explorer https://intel.arkm.com/explorer/address/1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD The receiving wallet is not the SAFU USDC reserve address 0x420ef1f25563593aF5FE3f9b9d3bC56a8bd8c104, per the source. Source: X post https://twitter.com/ai_9684xtpa/status/2018241362697789699 SAFU executed a contract call adding two addresses to its receive whitelist: 0x4b16c5de96eb2117bbe5fd171e4d203624b014aa and 0xb7e60762d1edd21e8946abb72c3fd875bc53effb. Source: Etherscan transaction https://etherscan.io/tx/0x789998fc781443bb9349292e1a5ee2f4b181f6937db3a379c7fc567924d5d607 and X post https://twitter.com/ai_9684xtpa/status/2018241362697789699 Further clarification is pending an official Binance announcement, as noted by the source. Source: X post https://twitter.com/ai_9684xtpa/status/2018241362697789699 (Source)

According to @EmberCN, Trend Research sold 53,589 ETH for about 123 million USD and withdrew 121 million USDT from Binance to repay debt. Source: @EmberCN. The post states their ETH borrowing position liquidation price has been lowered to around 1,810. Source: @EmberCN. They still hold about 598,000 ETH valued near 1.33 billion USD with an average cost of 3,180, reflecting total losses of roughly 613 million USD, including 47.42 million realized and 565 million unrealized. Source: @EmberCN. (Source)

According to @BullTheoryio, gold and silver saw a historic drawdown with a reported 10 trillion in value erased in three days. According to the source, gold fell 20% from its peak, erasing 7.4 trillion in market value, and silver dropped nearly 40%, wiping out 2.7 trillion. According to the source, the gold wipeout was framed as roughly five times the entire market cap of Bitcoin, emphasizing the cross asset scale versus BTC. Based on the source's figures, traders may prioritize liquidity and volatility management in precious metals, monitor BTC relative strength and the gold to BTC ratio, and adjust hedging and risk exposure as cross asset flows evolve. (Source)

According to @ai_9684xtpa, Binance’s SAFU fund executed an on-chain contract call to add two wallets (0x4b16c5de96eb2117bbe5fd171e4d203624b014aa and 0xb7e60762d1edd21e8946abb72c3fd875bc53effb) to its receive whitelist, with the change visible in Etherscan transaction 0x789998fc781443bb9349292e1a5ee2f4b181f6937db3a379c7fc567924d5d607, making these addresses relevant for real-time monitoring (source: @ai_9684xtpa; source: Etherscan). The author notes that subsequent token purchases may be routed to or executed from these whitelisted wallets, suggesting traders add them to watchlists to track potential flows (source: @ai_9684xtpa). For trading execution, monitoring inbound ETH or ERC-20 transfers and redistribution patterns can offer early signals, while the transaction itself does not confirm any buys (source: Etherscan; source: @ai_9684xtpa). The author also contrasts reported institutional interest with recent BTC and ETH ETF net outflows as broader context for risk management and positioning (source: @ai_9684xtpa). (Source)

According to @OnchainLens, the whale known as '7 Siblings' purchased an additional 6,820 ETH for $15M USDT, bringing its two-day total to 30,959 ETH acquired for $72.21M at about $2,332 per ETH. According to @OnchainLens, the entity’s activity is tied to addresses 0x741aa7cfb2c7bf2a1e7d4da2e3df6a56ca4131f3 and 0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0. According to @OnchainLens, the entity previously had an open order to buy more ETH via CoWSwap, signaling continued execution interest. (Source)

According to @ReetikaTrades, citing The Kobeissi Letter, gold and silver have erased over 10 trillion in market cap in three days, roughly four times the total crypto market cap, highlighting crypto’s smaller relative size (source: @ReetikaTrades via The Kobeissi Letter). According to @ReetikaTrades, the cited post attributes the move to selling pressure with gold and silver falling below stated price levels (source: @ReetikaTrades via The Kobeissi Letter). According to @ReetikaTrades, this comparison frames position sizing and risk context between traditional commodities and crypto, with no additional verification provided beyond The Kobeissi Letter citation (source: @ReetikaTrades). (Source)

According to @premium, xAI launched Grok Imagine 1.0 with 10 second videos, 720p resolution, and dramatically improved audio for X Premium Plus subscribers. According to @premium, the release includes higher usage limits and new features, with access available at grok.com/imagine. According to @premium, xAI reported Imagine generated 1.245 billion videos over the last 30 days. According to @premium, xAI described Grok Imagine 1.0 as its biggest leap yet. (Source)

According to @ai_9684xtpa, Trend Research withdrew 38 million USDT from Binance and deposited it into Aave to repay outstanding debt (source: @ai_9684xtpa on X). The same source reports that the ETH sent to the exchange was sold, with liquidation price details provided in the author's thread (source: @ai_9684xtpa on X). According to @ai_9684xtpa, to avoid liquidation Trend Research also deposited 20,000 ETH to Binance, and on-chain ETH holdings have declined to 608,251.55 ETH, approximately 1.28 billion dollars, with an indicated potential loss of 42.67 million dollars if those exchanged ETH were sold as noted by the author (source: @ai_9684xtpa on X). The same source provides the wallet address 0xFaf1358Fe6a9FA29A169Dfc272B14E709f54840f for verification (source: @ai_9684xtpa on X). (Source)

According to @ranyi1115, Agent Arthur released a production-ready arthur-sdk on PyPI that enables AI agents to trade perpetuals on Arthur DEX through Orderly with minimal code (source: @ranyi1115, PyPI arthur-sdk). The SDK provides human-readable APIs, removes complex signature handling, and advertises a 3-line setup for perp execution, designed for agents rather than manual click trading (source: @ranyi1115, GitHub arthur-orderly/agent-trading-sdk). For trading teams and developers, this toolkit streamlines agentic execution for perpetual futures on a DEX stack aligned with Orderly, reducing integration friction for automated strategies (source: @ranyi1115). (Source)

According to @lookonchain, Trend Research deposited another 20,000 ETH to Binance and has sent a total of 33,589 ETH to Binance over the past 20 hours (source: @lookonchain). According to @lookonchain, the address withdrew 77.5M USDT to repay its loan on Aave and is selling ETH to service that debt (source: @lookonchain). According to @lookonchain, the entity still holds 618,045 ETH (source: @lookonchain). (Source)