According to @ch402, Anthropic has published a new constitution for Claude that describes the model’s behavior and values and is used directly in training (source: @ch402 on X; source: Anthropic announcement). Anthropic positions the constitution as a transparency and alignment document for Claude’s training process, not a new product feature or API release (source: Anthropic announcement). The announcement does not reference crypto, blockchain, token integrations, or pricing changes, indicating no direct on-chain or token-specific catalyst from this release (source: Anthropic announcement). (Source)

According to @StockMKTNewz, Apple plans to revamp Siri later this year by launching its first AI chatbot, code named Campos, as a replacement for the current Siri interface, source: @StockMKTNewz. The chatbot will be deeply embedded into iPhone, iPad, and Mac operating systems, implying a system level experience rather than a standalone app, source: @StockMKTNewz. The source provides no details on model partners, on device architecture, or any blockchain or crypto integrations, so crypto traders should note there is no direct Web3 catalyst indicated, source: @StockMKTNewz. For AAPL positioning, key watchpoints are the scope of OS level integration and the timing of the Siri replacement across devices, source: @StockMKTNewz. (Source)

According to @justinsuntron, he amplified a post from @Blackpink_Ox66 claiming on-chain data showed TRON Inc transferred about $18 million USDT to HTX, source: @justinsuntron quoting @Blackpink_Ox66. The quoted post stated such inflows typically precede either market making to support depth or timed asset allocation potentially into TRX, source: @Blackpink_Ox66 via @justinsuntron. Traders should monitor TRX order book liquidity on HTX and stablecoin flows on TRON for confirmation of any accumulation signal, source: @Blackpink_Ox66 via @justinsuntron. (Source)

According to @KobeissiLetter citing U.S. Treasury TIC data, EU investors hold a record 10 trillion in U.S. assets, with about 6 trillion in U.S. equities or roughly 58 percent of EU holdings and about 2 trillion in U.S. Treasuries, per U.S. Treasury TIC data. This concentration indicates EU cross border flows can influence U.S. equity liquidity and Treasury demand, per U.S. Treasury TIC data and Federal Reserve research on foreign investor effects on yields. For crypto traders, IMF research shows rising comovement between Bitcoin and U.S. equities, implying EU reallocations between equities and Treasuries can transmit to BTC and ETH through risk appetite and financial conditions, per IMF analysis and Federal Reserve Financial Stability assessments. Key watchpoints are TIC flow releases and moves in U.S. yields as signals for potential spillovers to crypto, per U.S. Treasury TIC data and IMF research. (Source)

According to @santimentfeed, Chainlink (LINK) leads DeFi development activity, followed by DefiChain (DFI) and DeepBook (DEEP), with Uniswap (UNI) and Curve (CRV) moving up, Lido (LDO) and Babylon (BABY) moving down, and Chainlink (LINK), DefiChain (DFI), FOX (FOX), and Aave (AAVE) unchanged; Santiment lists Curve (CRV) at both positions 8 and 9 in the latest ranking. According to @santimentfeed, development activity is measured via non-spam GitHub events across more than 4,000 projects per its published methodology, and its DeFi watchlist lets traders analyze which projects stand out by development activity alongside other vital metrics. (Source)

According to @CryptoMichNL, Bitcoin and gold are showing a strong inverse correlation, with Bitcoin getting a modest bump while Trump's speech leaves broader markets largely unmoved (source: @CryptoMichNL). He notes BTC must reclaim the 21-day and 50-day moving averages and is currently holding a crucial support zone (source: @CryptoMichNL). He adds that if a break of those moving averages coincides with Bank of Japan action, gold could drop sharply and BTC could move up by roughly 4-6% (source: @CryptoMichNL). (Source)

According to @borgetsebastien, citing Sensor Tower's State of Mobile 2026 report, crypto adoption is being pulled by adjacent behaviors across finance apps, trading platforms, prediction markets, sports betting, and gaming mechanics that converge in the same attention layer (Sensor Tower State of Mobile 2026). Sensor Tower's State of Mobile 2026 report indicates crypto users skew young (18–34), male, and cross-app native, moving fluidly across trading platforms, neobanks, prediction markets, and sportsbooks (Sensor Tower State of Mobile 2026). Sensor Tower data shows sports betting users are about 5x more likely to be crypto traders, with the Crypto Trader persona the top over-indexed segment among betting app users at roughly 19.1x (Sensor Tower State of Mobile 2026). Sensor Tower reports that distribution via adjacent apps now outperforms pure crypto onboarding, with nearly 30% of prediction market users also using major trading apps in the same month (Sensor Tower State of Mobile 2026). Sensor Tower finds crypto app downloads down by around 30% year over year while time spent in finance apps rises by approximately 8.5% year over year, signaling deeper engagement from power users (Sensor Tower State of Mobile 2026). Sensor Tower further notes regulatory differences create product arbitrage, with prediction markets capturing demand in regions where sports betting is restricted, including CA, TX, and FL (Sensor Tower State of Mobile 2026). Sensor Tower's State of Mobile 2026 concludes winners will be embedded where attention already lives, underscoring a power-user growth cycle rather than a mass-market one (Sensor Tower State of Mobile 2026). (Source)

According to @BullTheoryio, Bitcoin jumped about $2,000 after Trump’s Davos speech, adding roughly $60 billion to total crypto capitalization before reversing within two hours and falling about $3,200. The source reports around $148 million in long positions were liquidated in roughly 90 minutes during the whipsaw. According to @BullTheoryio, this reflects ongoing leverage hunting and signals elevated liquidation risk for leveraged BTC exposure around headline-driven moves. (Source)

According to @CryptoMichNL, BTQ has announced a collaboration with ITRI focused on post-quantum chip architecture aimed at entering silicon validation, which he characterizes as a significant step for enterprise blockchain adoption within Web2 (source: @CryptoMichNL). He notes that BTQ’s chart is resting on support and flags it as a potential accumulation candidate that could accelerate if Bitcoin sentiment improves, highlighting a possible catalyst linkage between blockchain hardware developments and BTC-driven risk appetite (source: @CryptoMichNL). (Source)

According to @ai_9684xtpa, on-chain data shows whale trader nemorino.eth bought back 3,000 WETH at 2,991.29 USD shortly after selling 3,000 WETH around 3,095 USD, lowering the address’s average cost to 3,045.24 USD and bringing total holdings to 7,104.13 WETH (source: Arkham wallet https://intel.arkm.com/explorer/address/0x8AeCc5526F92A46718f8E68516D22038D8670E0D and DeBank profile https://debank.com/profile/0x8aecc5526f92a46718f8e68516d22038d8670e0d). According to @ai_9684xtpa, the address had previously accumulated 9,043 WETH between late November and January at an average near 3,085 USD, briefly showing multi-million unrealized gains before trimming 3,000 WETH with a small realized profit (source: DeBank and Arkham links above). According to @ai_9684xtpa, the quick buyback highlights active range trading by this wallet, and traders can monitor the cited Arkham and DeBank pages to track flows that may inform short term ETH liquidity and order flow (source: Arkham and DeBank data referenced by @ai_9684xtpa). (Source)

According to Lookonchain, the wallet degen-retard.sol withdrew 99,153 SOL from Binance at around $192 nearly two years ago and staked the assets (source: Lookonchain). According to Lookonchain and Solscan, the address has now unstaked 98,328 SOL and is executing sales via a DCA strategy, with transactions visible at https://solscan.io/account/2UAeWoJ9ZTv6KDk1j8kNmRsG3yKq4cGSdip459GMR6Ho#transfers (sources: Lookonchain; Solscan). According to Lookonchain, despite almost two years of staking SOL, the position shows a loss of over $6.6 million (source: Lookonchain). (Source)

According to @bubblemaps, the trader nicknamed the 10/10 BTC shorter is down $100 million this week and $30 million in the last 24 hours after increasing long exposure to about $800 million across BTC, ETH, and SOL just before the market dumped (source: @bubblemaps). According to @bubblemaps, the account is still holding those long positions in Bitcoin, Ethereum, and Solana (source: @bubblemaps). (Source)

According to @LexSokolin, regulatory barriers are narrowing with MiCA in Europe, emerging US stablecoin frameworks, and crypto-friendly banking charters, giving neobanks regulatory clarity to connect with DeFi protocols (source: @LexSokolin). The author highlights potential integrations—N26 offering Compound yields, Monzo settling on Base, and Cash App adding Uniswap swaps—and argues DeFi's open source, permissionless, lower-cost infrastructure will force this integration, making protocols like Compound and Uniswap central rails to monitor for trading impact if implemented (source: @LexSokolin). (Source)

According to @lookonchain, the whale address bc1q8gtvhwfng0r9j954tmlspucs7zpre8gdw935g3 that bought 2,000 BTC at an average cost of 109,759 about three months ago has deposited 2,000 BTC into Binance; a full sale at current valuation would realize an approximate $40.8M loss (source: Lookonchain on X; wallet details: Arkham Intel address page). For trading response, on-chain flow and exchange traces can be monitored via the Lookonchain alert and the Arkham Intel address page, while spot and derivatives liquidity changes related to the deposit can be tracked directly on Binance order books and tick data (sources: Lookonchain; Arkham Intel; Binance). (Source)

According to @EleanorTerrett, the US Senate Agriculture Committee is expected to release the latest crypto bill text by close of business, with a committee vote slated for next week (source: @EleanorTerrett). She reports that Senate Banking is in a holding pattern on its markup, making Agriculture the near term venue to watch for legislative movement (source: @EleanorTerrett). For traders, this provides a defined policy headline timetable; monitor the text drop and subsequent scheduling as a potential catalyst for positioning and liquidity in BTC and ETH (source: @EleanorTerrett). (Source)

According to @lookonchain, Bitcoin (BTC) ETFs saw 1-day net outflows of 3,862 BTC, about $345.58 million, and 7-day net outflows of 6,382 BTC, about $570.97 million (source: @lookonchain). @lookonchain reports Ethereum (ETH) ETFs had 1-day net outflows of 61,706 ETH, about $183.88 million, but 7-day net inflows of 16,318 ETH, about $48.63 million (source: @lookonchain). @lookonchain also notes Solana (SOL) ETFs recorded 1-day net inflows of 6,907 SOL, about $0.891 million, and 7-day net inflows of 84,620 SOL, about $10.92 million (source: @lookonchain). (Source)

According to @OnchainLens, the whale pension-usdt.eth fully closed its BTC 10x long with a realized loss of $7.09M and opened a new ETH short with 3x leverage. According to CoinMarketMan Hypertracker cited by @OnchainLens, the ETH short size is 25,000 ETH (about $73.54M) with entry at $2,927.33 and liquidation at $3,990.63. According to @OnchainLens and Hyperbot, the same address previously rotated from a profitable ETH long to a BTC 3x long sized at 1,000 BTC valued at $95M. (Source)

According to @EricBalchunas, emerging markets ETFs posted a record month of inflows in the first two weeks of January after a strong Q4, with 72 different funds taking in cash (source: @EricBalchunas). He noted that IEMG is leading among retail and model-driven allocations while EEM is leading among traders and institutions, indicating broad-based participation across investor types (source: @EricBalchunas). He added that this breadth and leadership show clear activity building in EM equity exposure (source: @EricBalchunas). (Source)

According to Andre Dragosch, geopolitics has accelerated a breakdown in the monetary order, shifting demand from sovereign bonds toward hard assets like gold and setting conditions favorable for Bitcoin BTC as a hedge. Dragosch cites the freezing of Russian foreign assets by G7 nations as the catalyst for a decoupling by major developing countries toward hard assets, reflected in the divergence between US real yields and gold prices, implying persistent bid for non sovereign collateral. Dragosch argues that a declining US trade deficit reduces foreign inflows into US capital markets, pressuring US Treasuries first, and raising the risk of a domestic central bank backstopping bond markets at the expense of the currency, a setup that typically supports scarce assets. Dragosch highlights Japan as a live example of rising yields alongside currency depreciation, a pattern associated with capital flight and eventual policy intervention that can further debase the currency, reinforcing the hard asset bid. Dragosch maintains that while gold and silver have already re-rated, Bitcoin is the ultimate trade due to finite supply, lack of counterparty risk, and apolitical design, though investor familiarity may delay adoption relative to gold, leaving a potential opportunity for staged allocation once other hedges are extended. (Source)

According to Demis Hassabis, Isomorphic Labs has entered a cross-modality, multi-target research collaboration with Johnson & Johnson Innovation to combine its AI drug design engine with J&J’s drug development capabilities and address historically difficult to drug disease targets, source: Demis Hassabis on X. The partners aim to design novel molecules that might otherwise remain undiscovered, marking a significant push in digital biology and AI drug discovery, source: Demis Hassabis on X. The announcement did not disclose any cryptocurrency involvement or tokenization elements, so crypto traders should note that any market impact would hinge on future public milestones from the two companies, source: Demis Hassabis on X. (Source)