According to the source, Bitwise CIO Matt Hougan said in an interview that he expects BTC to trade in a 75K to 100K range in Q1, characterizes 2025 as a masked bear market, and believes conditions are aligned for a strong 2026 (interview with Matt Hougan). According to the same interview, he views a potential Kevin Warsh Federal Reserve nomination as incrementally positive for Bitcoin and risk assets (interview with Matt Hougan). The interview also cites his long term projection that Bitcoin could reach 6.5 million over the next twenty years (interview with Matt Hougan). These comments suggest near term range trading strategies for BTC, cautious risk management through 2025, and a long term accumulation bias anchored to macro and policy catalysts derived from the interview. (Source)

According to @Matt_Hougan, the Wall Street Journal reports that Jamie Dimon told Coinbase CEO Brian Armstrong he is "full of s—" in Davos and other bank executives rebuffed Armstrong, highlighting a high-stakes policy fight over crypto’s role in finance. Source: @Matt_Hougan; Wall Street Journal (Amrith Ramkumar, @dgtokar, @ginaheeb). For traders, this points to persistent policy and banking-access frictions for U.S. crypto platforms such as Coinbase, making exchange liquidity, counterparty relationships, and crypto-equity valuations key areas to monitor. Source: @Matt_Hougan; Wall Street Journal (Amrith Ramkumar, @dgtokar, @ginaheeb). (Source)

According to @santimentfeed, the current top Ethereum-associated coins by development activity are 1) MetaMask mUSD, 2) Starknet (STRK), 3) Chainlink (LINK), 4) Radworks (RAD), 5) Safecoin (SAFE), 6) Ethereum (ETH), 7) Decentraland (MANA), 8) Worldcoin (WLD), 9) Status (SNT), and 10) Cartesi (CTSI, source: @santimentfeed). According to @santimentfeed, directional shifts since last month show RAD and WLD moving up, SAFE, MANA, SNT, and CTSI moving down, while mUSD, STRK, LINK, and ETH are unchanged, highlighting momentum changes that traders can track for signal confirmation (source: @santimentfeed). According to @santimentfeed, the rankings use Santiment’s filtered GitHub activity methodology and include a dedicated ETH-ecosystem watchlist to help traders monitor sustained developer activity as a due diligence input for trade timing and risk management (source: @santimentfeed). (Source)

According to @lookonchain, Machi’s previous 144,573 USDC deposit on Hyperliquid has been lost, and he has now deposited another 249,837 USDC to continue long exposure in ETH and HYPE (source: @lookonchain). According to @lookonchain, his current disclosed positions are 2,000 ETH and 10,889 HYPE on Hyperliquid (source: @lookonchain). (Source)

According to @lookonchain, Bitcoin (BTC) ETFs saw 1D net outflows of 7,856 BTC ($653.98M) and 7D net outflows of 10,695 BTC ($890.28M) (source: @lookonchain). The same source reports Ethereum (ETH) ETFs posted 1D net outflows of 41,542 ETH ($113.83M) and 7D net outflows of 21,314 ETH ($58.4M) (source: @lookonchain). By contrast, @lookonchain notes Solana (SOL) ETFs had a 1D net outflow of 10,786 SOL ($1.26M) but a 7D net inflow of 96,033 SOL ($11.24M), highlighting a cross-asset divergence in ETF net flows (source: @lookonchain). (Source)

According to Julian Kwan, only a small fraction of Bitcoin is earning yield, with about 7 billion deployed across on-chain BTC DeFi and roughly 3.8 billion in the Aave WBTC pool compared with a Bitcoin market of over 2 trillion, indicating the bottleneck is structural rather than demand (source: Julian Kwan on X). According to Kwan, IXS brings RWA backed yield to Bitcoin and Aave’s WBTC pool represents a major existing route for BTC yield, underscoring a large, underutilized base that could shift as structural access improves (source: Julian Kwan on X). (Source)

According to @ag_dwf, Falcon Finance launched a $50M ecosystem fund to back yield infrastructure, RWA integrations, structured products, and DEX builders that drive demand and composability for USDf on Ethereum (ETH) and BNB Chain (BNB), source: @ag_dwf. According to @ag_dwf, financing terms allocate 50 percent in immediate cash and 50 percent in vested FF tokens to align long term upside, source: @ag_dwf. According to @ag_dwf and Falcon Finance, the ecosystem reports $2.5B in TVL and $2.1B USDf supply as the base for new deployments, source: @ag_dwf. (Source)

According to @StockMKTNewz, SoFi reported EPS of 0.13 versus expectations of 0.12 and revenue of $1B versus expectations of $982M. According to @StockMKTNewz, the company also expects to generate $4.7B in revenue in 2026, above expectations, and targets at least 30% year over year growth in new members. (Source)

According to @borgetsebastien, despite NFT Paris being canceled, Artverse Paris will proceed with sessions on tokenization, onchain confidential finance, digital art, film, gaming, and AI, featuring speakers from The Sandbox, TapNation, PyraTz Labs, Zaiffer Protocol, NFC Summit, and Ledger (source: @borgetsebastien on X). The NFT Paris team cited a market collapse for the shutdown, highlighting fragile demand and tighter sponsorship budgets across NFTs and Web3 events, a caution signal for liquidity in NFT collections and gaming-related tokens (source: @nft_paris on X). For trading, monitor builder-led catalysts from the announced focus on tokenization and privacy tech that could influence sentiment around NFT infrastructure and Web3 gaming ecosystems during the Artverse Paris program (source: @borgetsebastien on X). (Source)

According to @borgetsebastien, despite the cancellation of NFT Paris, Artverse Paris will open on February 4 from 2:00 PM to 10:00 PM with sessions on tokenization reshaping digital economies, onchain confidential finance, digital art and culture, Web3 in film, and AI in branding featuring speakers from The Sandbox, TapNationGames, PyraTzLabs, ZaifferProtocol, NFC Summit, and Ledger (source: @borgetsebastien on X). The NFT Paris team stated that NFT Paris and RWA Paris 2026 are cancelled due to a market collapse and that all tickets will be refunded within 15 days (source: @nft_paris on X, cited in the post). For traders tracking NFT and Web3 engagement, the maintained Artverse Paris programming provides a structured venue for observing community and builder activity amid broader event disruptions (source: @borgetsebastien on X). (Source)

According to @thisisRita_Liu, OristaPay Global Collection is now live to power B2B stablecoin payments for the real economy in emerging market corridors with compliance and risk controls built in. source: @thisisRita_Liu The service offers dual fiat and stablecoin rails, 24/7 liquidity, real time tracking, deep coverage across Africa and Latin America, and is built on Hong Kong’s regulated framework to bridge Web2 and Web3 finance. source: RD_Technologies via @thisisRita_Liu (Source)

According to @OnchainLens, the whale wallet pension-usdt.eth has reopened a 3x short on ETH totaling 30,000 ETH, valued at roughly 81.8 million USD, with an entry at 2,746 USD and a liquidation price at 3,713.44 USD. According to @OnchainLens, this comes after the same wallet closed a prior 3x ETH short for a profit of 2.7 million USD. According to @OnchainLens, the disclosed entry and liquidation levels provide clear trading reference points for ETH short exposure by a large wallet. (Source)

According to glassnode, options positioning flagged 90K as a slippery zone, and BTC subsequently fell to 81K, underscoring resistance-driven pressure on price, source: glassnode. According to glassnode, BTC is consolidating with muted volumes as spot demand rebuilds slowly, indicating limited immediate spot support, source: glassnode. According to glassnode, options markets are leaning increasingly defensive, reflecting greater hedging activity as stress builds below resistance, source: glassnode. (Source)

According to Gary Black, US stocks fell and Treasury yields rose as President Trump prepared to nominate Kevin Warsh as the next Federal Reserve chair. According to Gary Black, Warsh is viewed as more hawkish on monetary policy and inflation than other contenders, contradicting Trump’s push for lower interest rates. According to Gary Black, the confirmation path may be complicated because Senator Thom Tillis vowed to block any Trump Fed nominees until an investigation into the central bank’s renovation is resolved. According to Gary Black, Trump is expected to announce his choice for Fed chair on Friday morning. (Source)

According to @ai_9684xtpa, two Deribit whales bought aggressive out of the money BTC call options, including 3,000 contracts of 100,000 strike expiring 2026-01-30 for a total premium of 2.86 million dollars. According to @ai_9684xtpa, another buyer added 1,300 contracts of 100,000 strike expiring 2026-02-27 and 2,400 contracts of 98,000 strike expiring 2026-01-30, paying a combined 10.22 million dollars in premium. According to @ai_9684xtpa, on the first monthly expiration after the annual settlement at 4 pm, if these positions were not closed, the expiring legs would forfeit about 8.2 million dollars in premium. According to @ai_9684xtpa, the 100,000 strike calls expiring 2026-02-27, with roughly 4.878 million dollars in premium, also appear unfavorable at present. (Source)

According to @ItsDave_ADA, USDCx, described as a privacy focused version of USDC, is coming to Cardano and is framed as an important leap for Cardano’s adoption (source: @ItsDave_ADA on X). According to Charles Hoskinson, he has signed the integration agreement for USDCx on Cardano and welcomed the project to Cardano Circle, signaling formal progress toward deployment (source: @IOHK_Charles on X, cited by @ItsDave_ADA). According to @ItsDave_ADA, the announcement highlights adoption momentum for Cardano’s DeFi stack by bringing a dollar stablecoin variant into the ecosystem (source: @ItsDave_ADA on X). According to the cited posts, no launch timeline or technical details were disclosed, so traders should monitor official updates for rollout milestones and potential liquidity effects across ADA pairs and Cardano DEXs (sources: @ItsDave_ADA and @IOHK_Charles on X). (Source)

According to @GreeksLive, 91,000 BTC options expired with a put call ratio of 0.48, max pain at 90000, and 7.6 billion notional, while 435,000 ETH options expired with a put call ratio of 0.68 and max pain at 3000. This @GreeksLive data indicates call-heavy positioning in both BTC and ETH and highlights pin risk near the stated max pain strikes into settlement, levels traders watch for short term direction and volatility. (Source)

According to @ai_9684xtpa, Binance converted roughly $1 billion into Bitcoin reserves, E 理华 invested about $1 billion into Ethereum, and MicroStrategy and Bitmine continued accumulating BTC and ETH. According to @ai_9684xtpa, BTC ETFs recorded around $1.822 billion of net outflows over the past week, while ETH ETFs saw about $455 million of net outflows. According to @ai_9684xtpa, this tug-of-war between institutional accumulation and ETF redemptions raises whether $2 billion or more can stem the ongoing drawdown, while surging precious metals and elevated geopolitical uncertainty point to a highly volatile 2026 for crypto trading. (Source)

According to @OnchainLens, whale address 0xd4d56a30a4a745f8ba732e8b453b7066260fbc10 received an additional 445,000 HYPE (about $14.48M) from Galaxy Digital OTC, bringing total HYPE received via OTC to 1.355M (about $39.72M), with 465,000 HYPE (about $13.5M) already sent for staking, and the latest tranche likely to be staked as well (source: @OnchainLens). These on-chain inflows and staking movements, as reported by @OnchainLens, signal concentrated accumulation and potential reduction in immediately tradable supply, a flow traders can monitor for liquidity shifts (source: @OnchainLens). (Source)

According to @EmberCN, a single address bought 1.243 million HYPE with 41.32 million USDC at an average entry of 33.2 and has begun selling around 28.8 as HYPE retraced with the broader market; if fully exited near this level, the estimated loss would be about 5.5 million, per the same source. (Source)