According to @EmberCN, positioning at the current level is split: some institutions such as Trend Research are stop-loss deleveraging, while a dormant whale or institution reactivated after 5 years and opened a coin margined long on ETH by posting 44,500 ETH in collateral (about 102 million dollars) and borrowing 70 million. According to @EmberCN, this highlights conflicting leverage flows at the same price zone, with whales adding exposure while certain institutions reduce risk. (Source)

According to @lookonchain, Trend Research deposited 33,589 ETH (about $79M) to Binance and withdrew 77.5M USDT to repay an Aave loan, indicating active ETH sales for debt repayment (source: @lookonchain). @lookonchain also reports the address still holds 618,045 ETH (about $1.4B), with holdings visible via Arkham Intelligence (sources: @lookonchain; Arkham Intelligence). Repaying debt on Aave improves the borrower health factor and lowers liquidation risk by design (source: Aave documentation). (Source)

According to @ai_9684xtpa, the “1011” whale sent an additional 15,001 ETH to Binance roughly 7 hours ago, lifting cumulative transfers since yesterday to 121,185.06 ETH with a reported value near $292M, and on-chain holdings remain at 783,514.22 ETH and 39,604.91 BTC with total assets above $4.9B, with wallet references cited via Arkham explorer, source: @ai_9684xtpa. For traders, these sustained exchange inflows place significant ETH supply directly on Binance and follow a reported $230M liquidation, which flow-focused participants are tracking for execution activity on the exchange, source: @ai_9684xtpa. (Source)

According to @ai_9684xtpa, Trend Research deposited a cumulative 40,000 ETH to exchanges and transferred approximately USD 94.53 million in ETH to Binance at a reported deposit price of 2,363.36, with the position carrying an unrealized loss of about USD 29.64 million if sold at that level; on-chain holdings remain 618,252.76 ETH with an estimated average cost near USD 3,104.36, source: @ai_9684xtpa on X. Wallet evidence is tied to ARKM Intel addresses 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c and 0x85e05C10dB73499fbDeCAb0dfbB794a446feEeC8, supporting the transfer and balance data, source: ARKM Intel via @ai_9684xtpa on X. The transfers were described as a move to reduce liquidation risk by shedding leverage, with 10,000 ETH deposited and 6,411 ETH subsequently withdrawn within minutes, source: @ai_9684xtpa on X. (Source)

According to @EmberCN, Trend Research sold 33,589 ETH for about $79.12M and withdrew 77.52M USDT from Binance to repay, reducing its ETH borrowing liquidation level from $1,880 to around $1,830. According to @EmberCN, the fund still holds 618,000 ETH (about $1.43B) with an average cost of $3,180 and shows total losses of $562M, including $27.71M realized and $534M unrealized. (Source)

According to @lookonchain, a wallet labeled BitcoinOG (1011short) is selling ETH to repay an Aave loan, depositing 121,185 ETH to Binance over the past two days and withdrawing 92.5 million dollars in stablecoins for repayment (source: @lookonchain). According to @lookonchain, the address still holds 30,661 BTC and 783,514 ETH on-chain, indicating substantial remaining inventory alongside active deleveraging (source: @lookonchain). According to @lookonchain, these flows reflect selling ETH for debt reduction, which typically lowers liquidation risk on Aave while routing additional ETH supply to centralized exchange order books (source: @lookonchain). (Source)

According to @OnchainLens, the on-chain entity known as 7 Siblings purchased an additional 11,333 ETH for 26.13 million USD, bringing total buys to 24,139 ETH valued at 57.21 million USD with an average entry of 2,370 USD over the past two days (source: @OnchainLens). The wallets 0x741aa7cfb2c7bf2a1e7d4da2e3df6a56ca4131f3 and 0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0 are associated with these transactions, and an open buy order to acquire more ETH remains active on CoWSwap (source: @OnchainLens). Traders can reference the stated average cost and monitor ongoing DEX execution directly via the cited addresses for confirmation of continued accumulation activity (source: @OnchainLens). (Source)

According to @OnchainLens, The Trend Research sent an additional 30,000 ETH to Binance, executed sales, and repaid a loan; in total over the last 18 hours the entity deposited 40,000 ETH to Binance and withdrew 6,412 ETH, based on ARKM Intel on-chain data (source: @OnchainLens; ARKM Intel). This confirms realized sell-side flow and leverage reduction from the wallet, implying a net exchange inflow of roughly 33,588 ETH from the tracked addresses over the period (source: @OnchainLens). (Source)

According to @BullTheoryio, after the US futures open, Bitcoin BTC fell about $1,550 in 12 minutes and then rebounded roughly $1,910 within 26 minutes. Source: @BullTheoryio. Nearly $100 million in long positions were liquidated over the last hour, highlighting acute intraday volatility and elevated risk for leveraged traders. Source: @BullTheoryio. (Source)

According to @OnchainLens, the labeled Bitcoin OG (10/11) address deposited 15,001 ETH (about $34.57M) to Binance to repay a loan, bringing its two-day total to 121,185 ETH (about $292.37M), with the entity label referenced via Arkham Intelligence; source: Onchain Lens; Arkham Intelligence. For trading, sustained whale inflows of ETH to a centralized exchange can raise on-exchange supply and are closely watched for potential sell-side liquidity; monitoring subsequent wallet-to-exchange transfers and Binance spot and derivatives activity using these on-chain feeds can help gauge liquidity overhang and short-term volatility risk; source: Onchain Lens; Arkham Intelligence. (Source)

According to @StockMKTNewz, Oracle plans to raise $45 to $50 billion in 2026 through a mix of debt and equity to build additional cloud infrastructure capacity to meet contracted demand, source: Bloomberg. The company’s stated use of proceeds is to expand capacity for its cloud infrastructure to satisfy existing commitments, source: Bloomberg via @StockMKTNewz. For trading strategy, monitor the eventual structure and timing of the offerings, potential equity-related dilution, and changes to leverage once details are filed, source: Bloomberg via @StockMKTNewz. (Source)

According to @ItsDave_ADA, a Cardano DRep with 60.59 million ADA voting power representing delegates voted NO on the governance action Cardano DeFi Liquidity Budget - Withdrawal 1, citing duty of care and strict fiscal responsibility to ADA holders. Source: @ItsDave_ADA on X. He said he previously voted YES on the governance action and supports the strategic intent but cannot justify this treasury spend at present. Source: @ItsDave_ADA on X. He stated the proposal relies on a 0.40 USD ADA peg and, with the current price significantly lower around 0.286 USD, the withdrawal would be underfunded at execution. Source: @ItsDave_ADA on X. He invited a re-submission when ADA price improves and shared the on-chain transaction reference. Source: @ItsDave_ADA on X. (Source)

According to @BullTheoryio, this week saw a cross-asset breakdown, with the Russell 2000 falling sharply after reaching a new high of 2838 and the Dollar Index (DXY) dropping to a multi-year level, underscoring that small-cap stocks typically lead when risk begins leaving the market (source: @BullTheoryio). (Source)

According to @BullTheoryio, the week unfolded as a sequential risk-off breakdown: small caps led with a sharp Russell 2000 decline after fresh highs, DXY hit a multi-year low after comments suggesting a weaker dollar was not a concern and yen intervention rumors, the S&P 500 and then Nasdaq sold off after U.S. officials denied intervention plans, gold and silver crashed on liquidations and margin pressure, and finally BTC and ETH fell as high leverage amplified crypto selling, forming a chain reaction from small caps to dollar to equities to metals to crypto (source: @BullTheoryio). According to @BullTheoryio, traders should treat small-cap weakness and DXY behavior as early cross-asset signals, anticipate spillovers into tech and metals during risk-off, and manage leverage to mitigate crypto liquidations during high-volatility cascades (source: @BullTheoryio). (Source)

According to André Dragosch, Chinese President Xi Jinping called for the renminbi to become a global reserve currency, stating that China must build a powerful currency widely used in international trade, investment, and foreign exchange markets, ultimately achieving reserve status (source: André Dragosch on X). Shared within a Bitcoin-focused context, the headline links renminbi internationalization with crypto discourse that tracks reserve currency diversification narratives (source: André Dragosch on X). (Source)

According to @garyblack00, a TSLA and SpaceX merger would require issuing roughly 35% new TSLA shares to absorb about $800B of SpaceX equity into a combined ~$2.3T company given TSLA at ~200x PE and SpaceX at ~400x, resulting in about $8B adjusted net income with TSLA at ~$6B and SpaceX at ~$2B. He adds that roughly 25% of combined profits would come from space travel and communications, which he believes many TSLA institutional holders would reject and sell into, absent large cost or revenue synergies for TSLA. He notes the industrial logic is weak because it mainly lets TSLA fund SpaceX’s negative cash flows, which he argues is not TSLA shareholders’ responsibility, and he points out TSLA has lagged the Nasdaq 100 over one year (+12% vs +20%) and five years (+48% vs +90%), reinforcing his view that added uncertainty could pressure the stock. Source: @garyblack00 on X. (Source)

According to @KobeissiLetter, trading volume in iShares Silver Trust SLV surpassed a record 40 billion on Friday, while SPDR Gold Shares GLD daily volume also hit an all-time high of about 40 billion (source: @KobeissiLetter). The source describes silver and gold ETF volumes as parabolic this week in the largest silver- and gold-backed funds (source: @KobeissiLetter). (Source)

According to @garyblack00, a TSLA and SpaceX merger makes little sense for Tesla shareholders without major cost or revenue synergies due to heavy dilution and valuation differences (source: @garyblack00). He calculates that with Tesla at a $1.5T market cap on a 200x P/E and SpaceX at $800B on a 400x P/E, the combined value would be $2.3T, requiring Tesla to issue roughly 35% new shares and producing about $8B in adjusted net income ($6B Tesla, $2B SpaceX) (source: @garyblack00). He adds that many institutional holders could balk if around 25% of profits come from space travel and communications and might sell, while the industrial logic is weak and Tesla could end up funding SpaceX’s negative cash flows (source: @garyblack00). He also notes Tesla has underperformed the Nasdaq over one- and five-year periods, reinforcing his caution on such a deal (source: @garyblack00). (Source)

According to @borgetsebastien, Artverse Paris will open on February 4 in Paris from 2:00 PM to 10:00 PM despite the cancellation of NFT Paris, with RSVP available at luma.com/w2etptq7. According to @borgetsebastien, the updated agenda includes a session on how tokenization is reshaping digital economies in gaming and creator ecosystems featuring voices from The Sandbox, Blockchain Game Alliance, and TapNation, moderated by Bilal El Alamy. According to @borgetsebastien, additional talks cover onchain confidential finance, digital art and culture with curators and critics, Web3 strategies in film, and using AI in the creative industry and brand building. According to @borgetsebastien, the program also features a curation introduction of the private collection of Sebastien Borget and Arthur Madrid. (Source)

According to @CryptoMichNL, ETH has broken support against Bitcoin on the ETHBTC pair, setting up two potential paths, source: @CryptoMichNL. He highlights a continuation toward 0.026 as the more likely scenario to establish a bottom, implying roughly 10-15% additional downside, source: @CryptoMichNL. The alternative scenario is a swift recovery to reclaim 0.03250, which he views as less probable, source: @CryptoMichNL. He adds that a higher low at the proposed support would position ETH for a potential new uptrend later in the year, source: @CryptoMichNL. (Source)