According to @garyblack00, a TSLA and SpaceX merger would require issuing roughly 35% new TSLA shares to absorb about $800B of SpaceX equity into a combined ~$2.3T company given TSLA at ~200x PE and SpaceX at ~400x, resulting in about $8B adjusted net income with TSLA at ~$6B and SpaceX at ~$2B. He adds that roughly 25% of combined profits would come from space travel and communications, which he believes many TSLA institutional holders would reject and sell into, absent large cost or revenue synergies for TSLA. He notes the industrial logic is weak because it mainly lets TSLA fund SpaceX’s negative cash flows, which he argues is not TSLA shareholders’ responsibility, and he points out TSLA has lagged the Nasdaq 100 over one year (+12% vs +20%) and five years (+48% vs +90%), reinforcing his view that added uncertainty could pressure the stock. Source: @garyblack00 on X. (Source)

According to @KobeissiLetter, trading volume in iShares Silver Trust SLV surpassed a record 40 billion on Friday, while SPDR Gold Shares GLD daily volume also hit an all-time high of about 40 billion (source: @KobeissiLetter). The source describes silver and gold ETF volumes as parabolic this week in the largest silver- and gold-backed funds (source: @KobeissiLetter). (Source)

According to @garyblack00, a TSLA and SpaceX merger makes little sense for Tesla shareholders without major cost or revenue synergies due to heavy dilution and valuation differences (source: @garyblack00). He calculates that with Tesla at a $1.5T market cap on a 200x P/E and SpaceX at $800B on a 400x P/E, the combined value would be $2.3T, requiring Tesla to issue roughly 35% new shares and producing about $8B in adjusted net income ($6B Tesla, $2B SpaceX) (source: @garyblack00). He adds that many institutional holders could balk if around 25% of profits come from space travel and communications and might sell, while the industrial logic is weak and Tesla could end up funding SpaceX’s negative cash flows (source: @garyblack00). He also notes Tesla has underperformed the Nasdaq over one- and five-year periods, reinforcing his caution on such a deal (source: @garyblack00). (Source)

According to @borgetsebastien, Artverse Paris will open on February 4 in Paris from 2:00 PM to 10:00 PM despite the cancellation of NFT Paris, with RSVP available at luma.com/w2etptq7. According to @borgetsebastien, the updated agenda includes a session on how tokenization is reshaping digital economies in gaming and creator ecosystems featuring voices from The Sandbox, Blockchain Game Alliance, and TapNation, moderated by Bilal El Alamy. According to @borgetsebastien, additional talks cover onchain confidential finance, digital art and culture with curators and critics, Web3 strategies in film, and using AI in the creative industry and brand building. According to @borgetsebastien, the program also features a curation introduction of the private collection of Sebastien Borget and Arthur Madrid. (Source)

According to @CryptoMichNL, ETH has broken support against Bitcoin on the ETHBTC pair, setting up two potential paths, source: @CryptoMichNL. He highlights a continuation toward 0.026 as the more likely scenario to establish a bottom, implying roughly 10-15% additional downside, source: @CryptoMichNL. The alternative scenario is a swift recovery to reclaim 0.03250, which he views as less probable, source: @CryptoMichNL. He adds that a higher low at the proposed support would position ETH for a potential new uptrend later in the year, source: @CryptoMichNL. (Source)

According to @KobeissiLetter, the 2x leveraged long silver futures ETF AGQ fell 60% on Friday, marking its largest single-day decline on record; this followed a 158% year-to-date rally through Thursday and the drop erased nearly all YTD gains (source: @KobeissiLetter). (Source)

According to Onchain Lens, a whale deposited 1.127 million USDC into HyperLiquid and opened a 10x leveraged short position on BNB; source: Onchain Lens on X and CoinMarketMan HyperTracker. Onchain Lens also reports the same wallet previously realized 4.57 million dollars in gains across XPL, HYPE, and other trades; source: Onchain Lens and CoinMarketMan HyperTracker. This activity indicates a high-leverage bearish exposure to BNB on a derivatives venue; source: Onchain Lens. (Source)

According to @ai_9684xtpa, the 1011 whale has deposited a cumulative 106,183.97 ETH to Binance since early morning, valued about $257 million at an average deposit price of $2,427.88, representing a large exchange inflow for ETH liquidity tracking source: @ai_9684xtpa on X. The source notes the whale still holds 469,642.98 ETH on-chain and provides an Arkham Intel wallet address for verification source: @ai_9684xtpa on X; Arkham Intel explorer link referenced by the source. An earlier update from the same source reported a 99,998.97 ETH deposit and current holdings of 39,604.91 BTC tied to the entity, along with a suspected selling address source: @ai_9684xtpa on X; Arkham Intel explorer link referenced by the source. (Source)

According to Lorenzo, UniSat and BytePlus will co-host an offline AI and BTC event at ByteDance’s Hong Kong office featuring the launch of a BTC and AI Agent Development Platform, a live preview of a Bitcoin trading agent built with BytePlus AI tooling that can run automated strategies and integrate UniHexa and CEX, technical sessions on multi-protocol integration with real execution insights, and an expert panel on ecosystem opportunities (source: Lorenzo on X; UniSat announcement). According to Lorenzo, UniSat will deepen its strategic collaboration with BytePlus to accelerate AI innovation and strengthen AI-native on-chain value exchange by improving Bitcoin blockchain data accessibility for agents (source: Lorenzo on X). According to Lorenzo, the focus on on-chain agent trading and cross-venue connectivity highlights near-term tools for agent-driven execution workflows relevant to BTC traders (source: Lorenzo on X). (Source)

According to @ai_9684xtpa, Formula News founder Vida fully closed his low-entry ETH (ETH) position for an approximate $96,000 profit, buying near 2,281.1 and selling around 2,392.29, and stated on Telegram that he exited over concerns a US equities drop could trigger a crypto retest (source: @ai_9684xtpa). According to @ai_9684xtpa, Vida had earlier disclosed purchasing 1,983.57 ETH around 2,281 totaling roughly $2 million, showing about $259,000 in unrealized gains, preparing $20 million for buying deeper dips, and arguing that after the liquidation of the “1011 insider whale” a major weekend crash was unlikely, planning to hold ETH into Monday while awaiting precious metals stabilization before a crypto rebound (source: @ai_9684xtpa). According to @ai_9684xtpa, the realized take-profit and stated rationale reflect a near-term de-risking stance on ETH tied to cross-asset risk, with positioning updates shared via public X and Telegram channels (source: @ai_9684xtpa). (Source)

According to @LexSokolin, citing @nabeelqu on X, Moltbook is one of the first public large-scale demonstrations of agent-agent interaction, where semi-autonomous AI agents run on periodic instructions and generate most posts without manual approval (source: @LexSokolin referencing @nabeelqu on X). The post argues, using the 2010 flash crash as an analogy, that such multi agent systems can produce emergent and unpredictable behaviors, including agents communicating privately or trading with each other, even though humans can still switch them off (source: @LexSokolin referencing @nabeelqu on X). @LexSokolin adds that this makes Moltbook an early glimpse of AI institutions with reduced human roles, drawing attention through its memeable format while being more than hype (source: @LexSokolin on X). (Source)

According to @godbole17, Bitcoin (BTC) is struggling against a trendline drawn from the 2017-2021 bull market highs that is capping upside momentum (source: X/@godbole17). According to @godbole17, without fresh central bank quantitative easing, an explosive breakout is less likely, leaving scenarios of consolidation above $100K or a sharp pullback as the higher-probability paths (source: X/@godbole17). According to @godbole17, behavioral factors at the six-figure level may limit retail chasing now, but a dip could trigger strong demand from sidelined participants who observed prices holding above $100K (source: X/@godbole17). (Source)

According to @justinsuntron, AINFT on Tron has been upgraded into an AI aggregator that integrates multiple models including GPT5, Claude, and Gemini 3, offers TronLink sign-in with a 1,000,000-point starter balance, supports API access, uses a pay-as-you-go points system based on output complexity, and enables crypto payments in NFTs, TRX, USDT, USDD, and USD1 with an extra 20% when paying via NFT (source: @justinsuntron citing @0xMoon and @OfficialAINFT on X). For traders, @justinsuntron highlights direct payment and settlement utility for TRX and Tron-based stablecoins inside an AI application, linking on-chain usage to model inference and API consumption within the Tron ecosystem (source: @justinsuntron). (Source)

According to @PeckShieldAlert, January 2026 recorded 16 crypto hacks with total losses of $86.01M, a 1.42% year over year decrease versus January 2025 but a 13.25% month over month rise from December 2025. Source: @PeckShieldAlert. According to @PeckShieldAlert, phishing losses remain staggering, highlighting persistent social engineering risk alongside smart contract exploits. Source: @PeckShieldAlert. Based on @PeckShieldAlert data, traders may tighten exposure to unaudited DeFi protocols, scrutinize token approval permissions, prioritize cold storage, and monitor on chain security alerts to manage the higher month over month exploit pressure. Source: @PeckShieldAlert. (Source)

According to @CryptoCoinCoach, IOTA is testing a long term support zone at the lower boundary of a descending channel that has historically attracted demand. According to @CryptoCoinCoach, the recent selloff appears to be slowing and price is attempting to stabilize at this area, keeping a relief move toward the channel mid range in play if buyers continue to defend the level. According to @CryptoCoinCoach, a sustained hold could set up a subsequent retest of the upper descending resistance, while a failure to hold this zone could trigger a deeper downside before any meaningful recovery. According to @CryptoCoinCoach, traders should stay patient and wait for confirmation before positioning around this key decision region. (Source)

According to @CryptoCoinCoach, YFI remains in a higher time frame descending channel with price reacting off the lower boundary, indicating selling pressure is easing. According to @CryptoCoinCoach, a relief move toward the channel mid zone or overhead resistance is possible, but the overall structure stays bearish unless YFI breaks and reclaims the upper trendline. According to @CryptoCoinCoach, traders should watch how price behaves at resistance for confirmation before expecting a sustained trend change. (Source)

According to EmberCN, an ETH whale who was liquidated on Hyperliquid with an estimated USD 230 million loss transferred 100,000 ETH valued around USD 242 million into Binance, raising sell-off questions. According to EmberCN, the same address borrowed about USD 240 million on Aave and sent it to Binance days earlier, then withdrew 148,000 ETH worth about USD 431 million from Binance at an average price near USD 2,912. According to EmberCN, after the latest 100,000 ETH transfer to Binance, the address still holds roughly USD 4.5 billion in on-chain assets. According to EmberCN, these on-chain flows by a large ETH whale toward Binance are being watched for potential exchange inflow driven selling risk. (Source)

According to @ai_9684xtpa, the 1011 whale transferred 99,998.97 ETH to Binance, valued at about $242 million, shortly after being fully liquidated for roughly $230 million; the address is still reported to hold 472,643 ETH and 39,604.91 BTC with total value above $4.26 billion, and was flagged by the source as a suspected sell address via ARKM Intel intel.arkm.com/explorer/address/0x4F83BEe69D205836024A1A0b5c9738854649C2a3. The source also states the trader’s long positions were liquidated, noting an ETH liquidation level around 2262.7, with account performance details linked on Hyperbot hyperbot.network/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae. For trading context, the source frames the Binance inflow as potential sell flow to watch for ETH order books. (Source)

According to @lookonchain, trader pension-usdt.eth made 6.33M USD shorting ETH over the past two days, pushing total realized profits above 27.7M USD. According to @lookonchain, the trader has now reversed to a 3x long on 30000 ETH with a notional 72.89M USD position. (Source)

According to @ai_9684xtpa, a tracked address associated with the holder nicknamed Yi Boss withdrew 10,000 ETH from Aave and deposited the same amount to Binance, citing Arkham wallet 0xE5C248D8d3F3871bD0f68E9C4743459C43BB4e4c as the source. According to @ai_9684xtpa, the address subsequently withdrew 6,411 ETH from Binance, with the author attributing valuations to these transfers in USD and referencing the same Arkham address. According to @ai_9684xtpa, the address still holds about 642,000 ETH with an estimated average cost near 3,104.36 USD and an unrealized loss around 429 million USD, based on the Arkham wallet data cited. According to @ai_9684xtpa, these flows suggest partial selling and a move to reduce leverage by the whale, implying potential near-term exchange supply to watch via the cited Arkham wallet and Aave position. (Source)