According to Farside Investors, U.S. spot Bitcoin ETFs recorded total net inflows of $561.8 million on 2026-02-02, based on its daily flow compilation (source: Farside Investors). Farside Investors reported FBTC at $153.3 million and IBIT at $142 million, leading the day, followed by BITB at $96.5 million and ARKB at $65.1 million (source: Farside Investors). Additional flows showed BTCO at $10.1 million, HODL at $24.3 million, BTCW at $3.3 million, and BTC at $67.2 million, while EZBC, BRRR, and GBTC were flat at $0 on the day (source: Farside Investors). The flow figures are drawn from Farside Investors’ dataset and disclosures available on its website (source: Farside Investors). (Source)

According to @Andre_Dragosch, the broad rally in precious and industrial metals signals reflation, consistent with an upside move in the ISM Manufacturing Index and historically supportive of Bitcoin (BTC) bull runs, source: @Andre_Dragosch. He says BTC’s macro sensitivity is returning as long-term holder selling slows while institutions via ETPs, ETFs, and corporate treasuries continue to absorb multiple times new supply, setting up a potential rotation from gold into BTC as risk appetite recovers, source: @Andre_Dragosch. He highlights rising market-based inflation expectations, dollar devaluation, and strength across commodities and energy as confirming reflation, source: @Andre_Dragosch. He adds that gold tends to lead BTC by several months and the BTC to Gold ratio appears oversold, implying relative outperformance for BTC if ISM mean reversion persists, source: @Andre_Dragosch. He views recent lows as likely behind and expects a risk-on backdrop to power a renewed BTC rally in early 2026 amid strong institutional adoption, source: @Andre_Dragosch. (Source)

According to @onchainpanini, Animoca Brands, Luvia and Open Campus announced a strategic partnership to deliver portable, verifiable credentials in Vietnam via two initiatives: a personalized learning mobile app for students and a learning management platform for schools (source: @onchainpanini; Animoca Brands on X). According to Animoca Brands, the initiatives integrate Open Campus ID and verifiable credentials to modernize school operations nationwide (source: Animoca Brands on X). According to Animoca Brands, integration with Open Campus ID gives students a lifelong, portable learner passport that can be recognized across institutions and platforms (source: Animoca Brands on X). According to Animoca Brands, learners who demonstrate mastery in the Luvia app and in classrooms earn blockchain-verified credentials that build a trusted digital CV supporting job-seeking, grants, scholarships, international study pathways, and on-chain education financing (source: Animoca Brands on X). Based on these announcements by @onchainpanini and Animoca Brands, traders can track real world Web3 adoption in Vietnam’s education sector as a catalyst for on-chain credential usage and ecosystem activity (source: @onchainpanini; Animoca Brands on X). (Source)

According to @ai_9684xtpa, Trend Research deposited another 30,000 ETH to Binance today and has sent a cumulative 103,589 ETH to the exchange since Feb 1, which the source characterizes as suspected selling; the reported average deposit price is $2,308.09 with an estimated loss of $82.48 million, citing Arkham Intelligence address 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c (source: @ai_9684xtpa; Arkham Intelligence). The source also reports that an address labeled Yi Boss deposited 73,589 ETH to Binance since yesterday and is suspected to have sold at an average deposit price of $2,299.96 for an estimated realized loss of $59.19 million, while still holding 598,342.35 ETH with an estimated unrealized loss of $495 million, citing Arkham Intelligence address 0xFaf1358Fe6a9FA29A169Dfc272B14E709f (source: @ai_9684xtpa; Arkham Intelligence). According to the source’s framing, these exchange-bound flows tied to suspected selling indicate sizable ETH supply hitting Binance (source: @ai_9684xtpa). (Source)

According to @OnchainLens, Trend Research transferred another 10,000 ETH to Binance, following earlier 20,000 ETH deposits, bringing cumulative exchange deposits to 93,588 ETH to sell and repay a loan, source: Onchain Lens. The wallet labeling and transfer trail are available under the Trend Research entity on Arkham Intelligence, source: Arkham Intelligence. These exchange-bound inflows indicate ongoing position unwinding and active sell-side supply from this address that traders are tracking, source: Onchain Lens. (Source)

According to @EmberCN, HYPE surged to around $38 while whale Laurent Zeimes, who began building a long near $22 about a week ago, now shows roughly $20.21 million in unrealized profit. According to @EmberCN, the address holds a 1.478 million HYPE long valued about $56.24 million with an average entry price of $24.36. Based on @EmberCN’s reported position metrics, the concentrated long exposure could heighten near-term volatility around the whale’s average cost and current valuation, which traders may monitor for liquidity reactions. (Source)

According to @justinsuntron, USDD 2.0 launched in Jan 2025 with a 20% APY incentive that drove TVL past $200M within one month, source: @justinsuntron; Messari report. In Apr 2025, vault support for sTRX (staked TRX) enabled issuance beyond stablecoin-only collateral and anchored supply formation to TRON-native assets, source: @justinsuntron; Messari report. sUSDD serves as the primary savings vehicle with over $310M in TVL earning 8% APY on Ethereum as of Jan 2026, consolidating incentives into a single composable product, source: @justinsuntron; Messari report. USDD expanded natively to BNB Chain in Oct 2025, with $12.5M USDD supply fully collateralized in the PSM-USDT-A module by late Jan 2026, source: @justinsuntron; Messari report. The protocol deliberately pursued above-market yields to accelerate adoption while managing risks via explicit collateral buffers, rate controls, and transparency, source: @justinsuntron; Messari report. For traders, sTRX-backed issuance and cross-chain deployments highlight areas to monitor such as TRX staking demand, stablecoin liquidity, yield sustainability, and collateral buffers, source: @justinsuntron; Messari report. (Source)

According to Onchain Lens, Trend Research transferred another 20,000 ETH (about $46.54M) to Binance, bringing cumulative deposits to 93,588 ETH (about $215.14M) explicitly to sell and repay a loan (source: Onchain Lens; source: Arkham Intelligence entity page). The stated intent to sell indicates near term supply will hit Binance’s ETH order books, which can pressure price while execution is completed and liquidity absorbs the flow (source: Onchain Lens). Traders can monitor Binance spot order book depth, exchange inflow alerts, and subsequent on chain withdrawals from the Trend Research entity to gauge execution progress and remaining overhang (source: Onchain Lens). (Source)

According to @ai_9684xtpa, the '1011' whale that previously saw 230 million USD in liquidations received 806.47 BTC from B2C2 and Coinbase over the last 11 hours. The same source reports the wallet now holds 40,411 BTC valued around 3.14 billion USD and 783,524.43 ETH valued around 1.07 billion USD, taking on-chain assets above 4.95 billion USD with BTC exposure exceeding triple ETH by value. Wallet addresses for verification were shared via Arkham’s intel explorer as cited by @ai_9684xtpa. (Source)

According to @OnchainLens, as HYPE trades above $36, @loraclexyz increased his HYPE long to 1,478,841 HYPE valued around $53M, with an unrealized profit exceeding $17M. According to @OnchainLens, he also holds a small 3x short in LIT, bringing total profit across positions to above $27.5M. According to @OnchainLens, these figures come from on chain wallet tracking for the cited address. (Source)

According to @ai_9684xtpa, Vitalik Buterin stated on X that he would withdraw 16,384 ETH to fund a multi‑year donation plan (source: Vitalik Buterin on X). On-chain records show 16,384 ETH moved from his personal wallet to a multisig, with selling activity initiating from that multisig (source: @ai_9684xtpa on X; source: CoW Explorer address 0xfEB016D0D14AC0Fa6d69199608B0776d007203B2). The same wallet approved 5,000 ETH to WETH and executed batched sales totaling 563.4 ETH (source: @ai_9684xtpa on X; source: CoW Explorer address 0xfEB016D0D14AC0Fa6d69199608B0776d007203B2). Traders can monitor that multisig for new WETH approvals and swap executions as near‑term ETH flow signals (source: CoW Explorer address 0xfEB016D0D14AC0Fa6d69199608B0776d007203B2). (Source)

According to @ai_9684xtpa, a large ETH holder deposited 18,100.2 ETH to OKX in the past 15 hours, worth about $41.992 million, and would realize roughly $14.48 million in losses if sold, based on the source’s calculations. According to @ai_9684xtpa, cumulative suspected disposals since Jan 20 have reached 51,780 ETH (about $133 million), with an average deposit price near $2,577 and an estimated total loss of $28.11 million. According to @ai_9684xtpa, the wallet now shows only 1,128 ETH remaining on-chain and is near a full exit, with the address listed at intel.arkm.com/explorer/address/0x2824FE10AA823bB3b2c794C0B3D0C2B6601B515A. According to @ai_9684xtpa, the address had accumulated 55,262.16 ETH since December 5, 2025 at an average cost around $3,120, and the ongoing OKX inflows are framed by the source as capitulation and a short-term supply overhang for ETH. (Source)

According to @EmberCN, a whale or institution that has been swing trading ETH booked $98.95 million in profit over the past 15 hours and continued buying with an additional 23,000 ETH. Over three days, the address accumulated about $262 million across ETH and cbBTC, including 83,392 ETH (about $204 million) at an average $2,450 and 750 cbBTC (about $57.78 million) at an average $77,040. Per @EmberCN, the wallet now holds 173,000 ETH (about $406 million) and 750 cbBTC. Traders monitoring on-chain accumulation and exchange supply can track this wallet activity for liquidity cues, with all figures and wallet details sourced from @EmberCN. (Source)

According to @OnchainDataNerd, Abraxas Capital began closing its $HYPE short position about an hour ago. According to @OnchainDataNerd, the address shows roughly $9.07M in unrealized profit across all short positions while funding fee gains total about $39.73M. According to @OnchainDataNerd, this highlights a funding-fee harvesting strategy, and the wallet address link was provided by the source. (Source)

According to @EvanWeb3, Sui introduced Tidehunter, a custom storage engine built from scratch to eliminate storage bottlenecks and sustain high throughput over long periods (source: @EvanWeb3). The Sui team reports 10x fewer disk writes, lower latency, and stable performance under sustained load with Tidehunter (source: Sui Network blog linked by @EvanWeb3). The blog states they replaced off the shelf databases that could not keep up with blockchain at scale to achieve consistent throughput for heavy workloads (source: Sui Network blog). This announcement frames storage as the key scaling bottleneck and claims it has been addressed, marking a core infrastructure milestone for Sui (source: @EvanWeb3). (Source)

According to @thedaoofwei, SpaceX has acquired xAI to form a vertically integrated innovation engine spanning AI, rockets, space-based internet, direct-to-mobile communications and a real time information platform. The source cites Elon Musk outlining a plan to deploy up to a million satellites as orbital data centers powered by near-constant solar energy to overcome terrestrial power and cooling limits for AI compute. The source adds that Starship will begin delivering higher capacity V3 Starlink and next generation direct-to-mobile satellites, with an eventual target cadence of hourly launches carrying 200 tons per flight to support large-scale deployments. The source reports Musk's estimate that space-based compute could become the lowest cost option within two to three years, with stated math of 100 kW per ton enabling roughly 100 gigawatts of AI compute capacity added annually at a one million ton per year launch rate, and a longer-term path to terawatt-scale. The source notes plans for established space sustainability practices plus a roadmap to lunar manufacturing and electromagnetic mass drivers that could scale hundreds to thousands of terawatts per year for deep-space AI infrastructure. The source positions this strategy as enabling AI applications, global connectivity and multi-planetary operations under the combined SpaceX and xAI platform. (Source)

According to @EmberCN, Ethereum founder Vitalik Buterin sold 493.1 ETH on-chain via CoW Swap, receiving about 1.16 million in stablecoins (source: @EmberCN). According to @EmberCN, the same wallet has authorized 5,000 ETH for CoW Swap, indicating capacity for additional transfers even if no further action is confirmed (source: @EmberCN). Based on @EmberCN's report, traders may monitor on-chain flows, DEX liquidity, and allowance changes for potential near-term ETH sentiment and volatility impacts (source: @EmberCN). (Source)

According to @OnchainLens, Vitalik Buterin sold 493 ETH for approximately 500K USDC and 659,510 GHO. According to @OnchainLens, he converted 5,000 ETH to WETH and is likely to sell all. According to @OnchainLens, the activity is linked to address 0xfeb016d0d14ac0fa6d69199608b0776d007203b2. (Source)

According to Richard Seroter, Google Cloud Run now supports NVIDIA RTX 6000 PRO Blackwell GPUs for AI workloads, enabling teams to serve 70B-plus parameter models without managing underlying infrastructure (source: Richard Seroter on X and Google Cloud blog). He highlights that drivers are pre-installed, no capacity reservations are required, and serverless instances offer 20 to 44 vCPUs with 80 to 176 GiB memory to streamline large language model inference and other high‑throughput tasks (source: Richard Seroter on X and Google Cloud Run documentation). This update allows on-demand scaling of LLM inference on Cloud Run while removing GPU infrastructure administration overhead for developers (source: Richard Seroter on X and Google Cloud blog). (Source)

According to @DeepLearningAI, Google introduced Universal Commerce Protocol (UCP), a proposed open source standard that enables AI agents to handle online purchases end to end, covering discovery, ordering, payment, and returns (source: @DeepLearningAI). The protocol was developed with major retailers including Etsy and Shopify, indicating cross-ecosystem collaboration around AI shopping agents and an open source commerce protocol approach (source: @DeepLearningAI). Based on the announcement, traders and product leaders may monitor how agent mediated checkout and returns workflows influence ecommerce platform strategies and payment integrations as adoption details emerge (source: @DeepLearningAI). (Source)