According to dYdX Foundation on X and the linked dYdX governance forum post and Mintscan proposal page (Proposal 343), an on-chain vote has been created asking whether the community should approve reducing subticks per tick (and therefore tick size) for selected CLOB trading pairs, using current on-chain/indexer values as the baseline, with voting scheduled to end on Feb 6, 2026 at 19:06 UTC. According to the same sources, if approved, the change would adjust tick-size parameters for certain markets on the dYdX CLOB, so traders should monitor the proposal outcome and prepare for updated minimum price increments and order placement precision on affected pairs. (Source)

According to @BinanceResearch, if bank reserves fall below the regulatory lowest comfortable level of reserves (LCLoR), banks pull back lending, which drives repo rates sharply higher. According to @BinanceResearch, aggressive quantitative tightening now elevates the risk of a 2019-style repo dislocation or a broader liquidity crash, so traders should monitor reserves versus LCLoR and repo rates as early stress indicators. (Source)

According to @LexSokolin, venture capital attention has rotated from blockchain toward AI and robotics, reframing many crypto projects as exit-liquidity driven rather than utility-focused (source: @LexSokolin on X). According to @LexSokolin, crypto VC fundraising and LP commitments remain weak with some firms pivoting away, implying reduced funding support for token-led experiments (source: @LexSokolin on X). According to @LexSokolin, traders should anticipate thinner venture-backed narratives, slower token launch pipelines, and pressure on illiquid altcoins until projects show real-world adoption (source: @LexSokolin on X). According to @LexSokolin, recovery paths favor valuable tokens tied to practical web2 businesses over repetitive DeFi or perps DEX clones (source: @LexSokolin on X). (Source)

According to @Andre_Dragosch, on-chain transaction density shows an air pocket between 70k and 80k for Bitcoin BTC where few coins changed hands, source: @Andre_Dragosch on X. Transaction clusters are concentrated around 58k to 69k, aligning with the prior cycle all time high near 69k and the 200 week moving average near 58k, source: @Andre_Dragosch on X. This profile points to thinner liquidity and potentially faster moves through 70k to 80k, while the 58k to 69k zone may serve as stronger support and a key risk management area, source: @Andre_Dragosch on X. (Source)

According to Binance Research, the S&P 500 has reached a record high while the U.S. stock market margin debt to M2 ratio is at 5.4 percent, a level near the 2000 and 2008 crises. According to Binance Research, this leverage backdrop signals a potential blow off risk, and a pullback could trigger a broader cross asset decline. (Source)

According to @EmberCN, a whale who was liquidated on Hyperliquid for about $230 million sent 100,000 ETH to Binance when ETH traded near $2,427. The source adds that roughly 80,000 ETH was withdrawn from Binance back on-chain about half an hour before the post. According to @EmberCN, ETH was around $2,117 at the time of the latest withdrawal. (Source)

According to @ai_9684xtpa, the memecoin sector has pulled back sharply with total capitalization shrinking to $31.9B amid a broad selloff, signaling weaker risk appetite across speculative assets; source: author’s X post. For the BSC memecoin segment, DeFiLlama data indicates four.meme remains the clear leader by TVL, 7-day fees, and 7-day revenue, though each metric has edged lower in line with the downturn; source: DeFiLlama. Dune Analytics (fourmeme/four-vs-pump-90d) shows Flap’s token creations surged from Jan 16, hitting a single-day peak of 9,644 on Jan 30, while internal trading volumes did not keep pace, highlighting poor conversion from launches to activity; source: Dune Analytics. The same Dune series shows TVL on Flap began to decline from Jan 29, implying the spike in token launches did not translate into sustained liquidity inflows; source: Dune Analytics. In contrast, four.meme exhibited fewer token creations but comparatively healthier trading volume conversion, pointing to stronger user engagement quality; source: Dune Analytics. Trading takeaway: in the BNB Chain memecoin niche, prioritize venues with resilient TVL, 7-day fee capture, and volume over raw token launch counts, and monitor liquidity and fee metrics for sustainable flows; sources: DeFiLlama; Dune Analytics. (Source)

According to @ai_9684xtpa, the latest ETH withdrawal by a large wallet cannot be confirmed as position building because the whale cumulatively deposited 156,185.06 ETH to exchanges from 02.01 to 02.04, worth about 370 million dollars, with an average deposit price around 2373.12 dollars (source: @ai_9684xtpa). According to @ai_9684xtpa, this flow could reflect coins moved into exchanges without selling, a sell high buy low rotation, or additional accumulation, so the trading signal from these Ethereum whale on chain flows remains uncertain for now (source: @ai_9684xtpa). (Source)

According to @ai_9684xtpa, whale 1011 withdrew 80,000 ETH from Binance at an average price of $2,097.4, lifting its holdings to 828,000 ETH, with wallet 0xF744f66621Df59861fe621444E473b595bb83Ad4 cited via ARKM Intel; source: @ai_9684xtpa on X. According to @ai_9684xtpa, the tracker notes the whale previously faced a $230M liquidation and reportedly sold 35,000 ETH over the past 8 hours, fully closing a 148,000 ETH position built on 01.26–01.27 with a realized loss of $76.41M; source: @ai_9684xtpa on X. According to @ai_9684xtpa, during a rapid ETH drop between 00:38–01:22, the whale deposited $78.31M in ETH to Binance, and since 02.01 has transferred a cumulative 156,185 ETH worth about $370M to exchanges, with wallet 0xcA08371f6e9204Dd6927dcc2dB5504EA062b2998 listed; source: @ai_9684xtpa on X. According to @ai_9684xtpa, traders can monitor the two wallets above for ongoing exchange inflows and outflows to gauge potential order flow signals; source: @ai_9684xtpa on X. (Source)

According to @lookonchain, the DASH super short trader labeled 0x94d3 closed shorts on BTC, ETH, SOL, and XRP, flipped long, and is now down 15.8 million. According to @lookonchain, the address 0x94d3735543ecb3d339064151118644501c933814 saw total PnL swing from a 25.5 million profit to a 15.3 million loss. (Source)

According to @ai_9684xtpa, Trend Research’s six on-chain wallets on Aave collectively collateralize about 618,245.96 ETH as WETH and borrow roughly $939 million in stablecoins, with health factors and liquidation prices verifiable via DeFi Saver’s Track Address for each wallet (e.g., 0xe5c248... on Aave), source: @ai_9684xtpa. According to @ai_9684xtpa, the reported liquidation band spans $1,781.09 to $1,862.02 if no margin is added or positions reduced, including examples such as 169,891 ETH backing $258 million at a $1,833.84 trigger and 79,510 ETH backing $117 million at a $1,781.09 trigger, source: @ai_9684xtpa. According to @ai_9684xtpa, traders can track these wallet health factors and Aave liquidation thresholds to assess potential forced selling from WETH collateral unwinds as ETH approaches the cited range, source: @ai_9684xtpa. (Source)

According to @QCPgroup, it invested in TalosTrading’s $45M Series B extension, bringing Talos’s total Series B funding to $150M, emphasizing institutional digital asset infrastructure as a core focus, source: QCP; source: Talos. Talos said the extension adds strategic investors Robinhood Markets, Sony Innovation Fund, IMC, QCP, and Karatage, with returning investors a16z crypto, BNY, and Fidelity Investments, source: Talos. Talos stated it is building unified front to back infrastructure that institutions rely on as asset classes migrate to digital rails, and CEO Anton Katz said the round was extended to accommodate strategic partner interest recognizing Talos’s role in core institutional infrastructure, source: Talos. The inclusion of major broker, market maker, and asset servicing stakeholders aligns with Talos’s positioning and supports the institutionalization of digital asset trading workflows across execution, order routing, and venue connectivity, source: Talos. (Source)

According to @BullTheoryio, the last 24 hours saw a cross-asset selloff: gold fell 5.5% with about $1.94 trillion in value erased, silver dropped 19% with roughly $980 billion wiped out, the S&P 500 declined 0.95% with about $580 billion lost, and the Nasdaq fell 2.5% (source: @BullTheoryio). Based on @BullTheoryio’s figures, the simultaneous declines across commodities and US equities indicate broad risk reduction and higher cross-asset correlation, raising liquidity and gap risk for short-term traders (source: @BullTheoryio). Based on @BullTheoryio’s reported drawdowns, traders can consider tightening leverage, using options hedges, prioritizing liquidity, and monitoring dollar strength and volatility for continuation versus mean-reversion cues (source: @BullTheoryio). (Source)

According to Farside Investors (@FarsideUK), US spot Ethereum ETF net outflows totaled 79.4 million dollars, led by ETHA at 58.9 million and FETH at 20.5 million, while ETHW, TETH, ETHV, QETH, EZET, ETHE, and ETH recorded zero flow (source: Farside Investors, farside.co.uk/eth/). For traders, outflows were concentrated in ETHA and FETH with no offsetting inflows across other vehicles, indicating issuer-specific redemptions rather than broad buying across US Ethereum ETFs (source: Farside Investors, farside.co.uk/eth/). (Source)

According to PeckShieldAlert, exploiter-labeled addresses tied to the Aperture Finance incident have deposited 1,242.7 ETH (around $2.4M) into Tornado Cash, and the project previously suffered an exploit on January 25, 2026 that impacted its V3/V4 contracts with an estimated loss of about $3.67M. According to PeckShieldAlert, these on-chain transfers indicate continued movement of stolen ETH through a mixer following the exploit, a key datapoint for traders tracking DeFi smart contract risk and potential contagion within Ethereum liquidity. (Source)

According to @ai_9684xtpa, wallet 0x8d0...59244 accumulated about 7 million USD worth of HYPE within 12 hours at an average cost near 34.9 and is currently showing an unrealized loss around 272,000 based on the cited Hyperbot tracker. According to the same source, HYPE has retraced about 11.4 percent from a short term peak near 37.87 to roughly 33.54, and the activity is framed by the source as a rebound bet, with a reference link to Hyperbot for ongoing flow verification. (Source)

According to @BullTheoryio, Bitcoin fell by $20,000 from $90,000 to $70,000 over eight days, a decline of 23%, and Ethereum dropped nearly $1,000 from $3,050 to $2,070, down 32% (source: @BullTheoryio on X). According to @BullTheoryio, more than $7 billion in leveraged longs and shorts were liquidated, highlighting forced unwinds on both sides of the book (source: @BullTheoryio on X). (Source)

According to @caprioleio, Bitcoin faces a real quantum computing threat that he says is contributing to roughly a 45 percent BTC drawdown over the last three months and requires a coordinated fix in 2026; source: @caprioleio X post and linked Global Blockchain Show keynote video. According to @caprioleio, his keynote outlines why BTC underperformed in 2025, the probability that quantum computing could break Bitcoin’s current cryptography, the immediate valuation impact via higher security risk premiums, and how Capriole Investments is positioning for this risk; source: @caprioleio X post and keynote. According to @caprioleio, mitigation should prioritize post-quantum cryptography and an industry-wide security upgrade to reduce tail risk and stabilize investor confidence; source: @caprioleio keynote. (Source)

According to @EmberCN, as SOL fell to $90, a whale who has been shorting Solana since November now shows about $30.35 million in unrealized profit on SOL positions. According to @EmberCN, the trader holds roughly $53 million in SOL shorts with an average entry near $143, plus smaller BTC and ETH short positions, bringing total unrealized profit to over $35 million. (Source)

According to @OnchainLens, an on-chain whale sold 3.59M AERO for 1.39M USDC, 35.45M BRETT for 310,459 USDC, and 636,148 VIRTUAL for 407,546 USDC over the last two days, realizing losses of 3.66M, 3.07M, and 1.76M respectively. According to @OnchainLens, the same address has also started selling ANDY with a reported loss of 1.615M. According to @OnchainLens, these transactions show active position reduction by a large holder across multiple altcoins, adding immediate sell-side flow to AERO, BRETT, VIRTUAL, and ANDY pairs. (Source)