According to @santimentfeed, whale activity in Cronos (CRO) and Bitget Token (BGB) has surged roughly +1,111% and +800% this week, a pattern they note often precedes trading volume jumps and higher platform usage (source: @santimentfeed). According to @santimentfeed, USDC activity is over six times last week and WETH on Optimism is also spiking, signaling aggressive whale repositioning across ecosystems (source: @santimentfeed). According to @santimentfeed, additional outsized week-over-week whale spikes are observed in ZRO (Arbitrum and Ethereum), DAI (BNB Chain), USD0, MNT, and RSETH within the $500M+ market-cap cohort (source: @santimentfeed). According to @santimentfeed, these assets are currently prone to above-normal volatility, making them candidates for rapid volume and liquidity shifts (source: @santimentfeed). (Source)

According to @KobeissiLetter, the Bank of Japan is offloading its balance sheet as its Japanese government bond holdings fell to about 48% of the outstanding total, the lowest in eight years, down seven percentage points from the 2022 peak, and monthly JGB purchases have been reduced from 5.7 trillion yen. (Source)

According to @ai_9684xtpa, a smart-money wallet withdrew ETH worth about $59.07 million from FalconX roughly 7 hours prior and has accumulated 50,013 ETH since Jan 21 at an average cost near $2,948.13 with an unrealized profit around $896,000; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 (https://intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3), X posts: https://twitter.com/ai_9684xtpa/status/2014520990307614989 and https://x.com/ai_9684xtpa/status/2014126129939132536. According to @ai_9684xtpa, the same address earlier received 10,000 ETH from Wintermute near a local dip and added 30,000 ETH since yesterday at an average near $2,945.7 with about $973,000 unrealized profit; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 (https://intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3), X posts: https://twitter.com/ai_9684xtpa/status/2014520990307614989 and https://x.com/ai_9684xtpa/status/2014126129939132536. According to @ai_9684xtpa, traders can monitor this wallet’s cost basis around $2,945–$2,948 and continued inflows from FalconX and Wintermute as potential spot demand signals and soft support, with on-chain follow-through as a cue for ETH momentum; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 (https://intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3), X posts: https://twitter.com/ai_9684xtpa/status/2014520990307614989 and https://x.com/ai_9684xtpa/status/2014126129939132536. (Source)

According to @PeckShieldAlert, an MEV builder has returned approximately 920 ETH (about $2.7M) to the Makinafi recovery multi-sig at 0xc22F...8AB9. According to @PeckShieldAlert, about 276 ETH from the roughly 1,299 ETH (~$4.13M) exploit remains held by a Rocket Pool validator at 0x573D..., with the balances traceable on-chain. (Source)

According to @bobbyong, public companies and crypto-focused funds (DATCos) spent $49.7B acquiring crypto in 2025 despite the asset class ending the year lower, based on CoinGecko’s 2025 Annual Crypto Industry Report. According to @bobbyong citing CoinGecko, institutional buying peaked in Q3 with July alone reaching $10.1B, while allocations were led by Bitcoin (BTC) and Ethereum (ETH) and began to include Solana (SOL) and TON. According to @bobbyong and CoinGecko, by year-end DATCos collectively controlled over 5% of total BTC and ETH supply, indicating more concentrated ownership and corporate treasuries acting as long-term holders. For traders, according to @bobbyong and CoinGecko, this shift in flows and ownership highlights tighter liquid float in BTC and ETH and a broadening institutional mandate toward SOL and TON, key factors to monitor for liquidity, basis, and cross-asset rotation. According to @bobbyong, CoinGecko tracks these datasets in detail and provides access via its API. (Source)

According to @OnchainLens, citing Nansen data, a wallet labeled as linked to the Pendle team deposited 1.8M PENDLE, worth about $3.84M, to Bybit after holding the tokens for three years. According to @OnchainLens, the wallet originally received these PENDLE from the Pendle Vesting Wallet for $266K, and the address is 0x6b4166974fcf730d7933656d26d52922ee285cf0, with all figures and labels sourced from Nansen. (Source)

According to @EmberCN, a whale or institution sold 10,000 ETH at 3,321 USD ahead of the latest downturn and then bought 50,013 ETH over the last two days via Wintermute and FalconX OTC for about 148 million USD at an average price of 2,966 USD. According to @EmberCN, these swing trades have reportedly generated approximately 98.18 million USD in cumulative profit. (Source)

According to @EmberCN, an investor or team-linked address transferred 1.8 million PENDLE (about $3.83 million) to Bybit roughly seven hours ago. The source states the address received these 1.8 million PENDLE from Pendle’s token vesting contract between April 2022 and April 2023, when they were valued around $266,000, and held them until now before moving them to the exchange. (Source)

According to Lookonchain, OTC whale address 0xFB7 purchased another 20,013 ETH valued around 59.07 million dollars roughly six hours ago. According to Lookonchain, the same address also bought 10,000 ETH worth about 28.97 million dollars earlier while noting the broader market was falling. According to Lookonchain, these back-to-back buys constitute continued ETH whale accumulation via OTC, with the wallet details referenced through Arkham's address explorer. (Source)

According to @GracyBitget, NYSE and Nasdaq aligning on asset tokenization and on chain trading signals a structural shift that traders should price into RWA and tokenization narratives. According to @GracyBitget, the drive toward always on trading is aimed at Asian demand, implying deeper off hours liquidity and tighter execution windows on crypto rails and tokenized instruments. According to @GracyBitget, the key breakthrough is on chain settlement that compresses cross asset moves into a single signature within seconds, favoring venues that offer instant atomic settlement and reducing operational frictions. According to @GracyBitget, tokenized equities will likely be spot and unlevered, keeping risk appetite and innovation centered on digital asset infrastructure such as DeFi and institutional custody. According to @GracyBitget, regulation around RWA, stablecoins and on chain finance has matured into actionable frameworks, opening the door for compliance focused institutional participation and liquidity. According to @GracyBitget, on chain finance becoming a topic at Davos elevates its geopolitical relevance, suggesting traders monitor policy catalysts alongside flows into stablecoins and tokenized treasuries. (Source)

According to @AnthropicAI, the company released Petri 2.0, an open source tool for automated alignment audits that adds countermeasures against eval awareness and expands seeds to cover a wider range of behaviors after adoption by research groups and trials by other AI developers, with no crypto or token integrations disclosed, source: https://twitter.com/AnthropicAI/status/2014490502805311959. (Source)

According to @OnchainLens, whale "0xfb7" purchased 20,013 ETH (about $59M) from FalconX and now holds 80,115 ETH valued at $236.55M. According to @OnchainLens, prior flows included a 10,000 ETH buy from Wintermute and a $58.13M transfer to FalconX. According to @OnchainLens, the tracked addresses are 0xfb78aa8f38843629e89951d9db6fdc398d75e0a3 and 0xd4584bf988c9e8994688b56484e2f74ceaeefb20. (Source)

According to @DeepLearningAI, Meta agreed to acquire Manus AI for an estimated 2 to 3 billion dollars, providing access to market-tested autonomous agents. According to @DeepLearningAI, Meta plans to integrate these agents into Facebook, Instagram, WhatsApp, and Meta AI, pending regulatory approval. (Source)

According to @KobeissiLetter, global fund managers’ cash allocation is at 3.2%, the lowest level since the survey began in the 1990s. Source: @KobeissiLetter (X). According to @KobeissiLetter, this reflects a 1.6 percentage point drop since April, ranking among the fastest declines in the survey’s history. Source: @KobeissiLetter (X). According to @KobeissiLetter, institutions currently hold historically minimal dry powder, indicating capital is more fully deployed than usual. Source: @KobeissiLetter (X). According to @KobeissiLetter, the post does not provide a breakdown by asset class or any crypto-specific metrics. Source: @KobeissiLetter (X). (Source)

According to @demishassabis, he met Indian Minister Ashwini Vaishnaw at WEF Davos to discuss AI’s potential to benefit humanity and India’s role, with plans to continue the dialogue at the Summit (source: @demishassabis on X). Ashwini Vaishnaw stated he met Demis Hassabis and OpenAI’s Chief Global Affairs Officer Chris Lehane, discussed India’s growing role in shaping AI for global good, and encouraged participation in the AI Impact Summit to be held in New Delhi in February 2026, creating a defined policy event timeline relevant for AI and Web3 headline monitoring by traders (source: @AshwiniVaishnaw on X). (Source)

According to @EleanorTerrett, she will moderate a live discussion with SEC Chair @SECPaulSAtkins and CFTC Chair @ChairmanSelig on the agencies' crypto harmonization plans at 10 AM next Tuesday on the CFTC website (Source: @EleanorTerrett on X). For traders, coordinated SEC-CFTC messaging can shape expectations around spot crypto oversight, exchange compliance, derivatives supervision, custody requirements, and stablecoin treatment, so the livestream is important to monitor for any regulatory signals affecting BTC and ETH trading (Source: @EleanorTerrett on X). (Source)

According to @KobeissiLetter, foreign holdings of US Treasuries rose by $112.8 billion in November to a record $9.4 trillion, a milestone traders track for potential impacts on Treasury yields, the dollar, and crypto risk appetite including BTC and ETH. According to @KobeissiLetter, China’s Treasury holdings fell by $6.1 billion to $682.6 billion, the lowest since 2008, a shift that traders watch for changes in demand composition and cross border flows relevant to liquidity conditions. According to @KobeissiLetter, Belgium’s reported Treasury holdings include Chinese custodial exposure, which traders consider when interpreting regional holder changes. (Source)

According to @trondao, TRON ended Q4 2025 with record network activity as daily transactions surpassed 10 million, active addresses continued to climb, and the TRON stablecoin ecosystem reached a $81.8B market cap, citing Messari’s State of TRON Q4 2025 report (source: @trondao; source: Messari). According to Messari, the report provides a full breakdown of transaction throughput, active address trends, and stablecoin metrics that traders use to assess on-chain liquidity and settlement flows for TRON and TRX pairs (source: Messari). (Source)

According to @Andre_Dragosch, the BTC to gold ratio has dropped to a historic outlier within a Bitcoin power law framework, falling well below the 1 percent band and constituting a black swan move (source: @Andre_Dragosch on X, citing @sminston_with). According to @Andre_Dragosch, this setup implies either a sharp repricing of BTC toward median to upper quantiles for gold’s current valuation (he references a 200k to 300k range) or a renewed lift in the ratio if gold cools and capital rotates into BTC (source: @Andre_Dragosch on X). (Source)

According to @KobeissiLetter, retail investors net bought $1.8 billion of the S&P 500 ETF SPY in the last session, marking the largest daily purchase since October and the third-largest inflow since the April 2025 market recovery, per @KobeissiLetter. This scale of dip buying indicates elevated risk appetite among individual investors, according to @KobeissiLetter, a setup crypto traders monitor because periods of stronger equity risk-on have historically coincided with higher beta across Bitcoin and Ethereum, as documented by Fidelity Digital Assets and Coin Metrics research. (Source)