According to @KobeissiLetter, the U.S. government sold $654 billion in Treasuries last week across nine auctions. According to @KobeissiLetter, $500 billion were T-bills with 4- to 26-week maturities, mostly replacing maturing debt. According to @KobeissiLetter, $154 billion were issued in notes and bonds, including $50 billion in 10-year notes, outlining where near-term and intermediate-duration supply concentrated. (Source)

According to @ai_9684xtpa, using RootData’s transparency metric to compare 10 recently listed Alpha and spot tokens tied to Binance listings, both groups were weak under broader conditions, with only 30% posting gains over 7D (source: @ai_9684xtpa; data: RootData). According to @ai_9684xtpa, spot tokens showed smaller drawdowns and stronger 24H rebounds than Alpha when conditions improved, indicating better bid resilience in spot (source: @ai_9684xtpa). According to @ai_9684xtpa, the average transparency score for Alpha was lower than spot, and the highest score in the sample reached 91%, supporting a link between greater disclosure and stronger token performance (source: @ai_9684xtpa; data: RootData). According to @ai_9684xtpa, this aligns with the notion that spot listings have higher thresholds than Alpha, while confounders such as market regime, market makers, and sector momentum remain material, so results should be used cautiously (source: @ai_9684xtpa). According to @ai_9684xtpa, recent issues around market maker misconduct have pushed participants to avoid platforms like Web3Port, reinforcing the value of transparency-focused due diligence in trading workflows (source: @ai_9684xtpa). (Source)

According to @lookonchain, an OTC whale wallet 0xFB7 bought 10,000 ETH worth about $28.97M roughly 7 hours ago. Source: @lookonchain on X, Arkham Intelligence address explorer. @lookonchain also notes the same wallet accumulated a total of 20,000 ETH via FalconX and Wintermute. Source: @lookonchain on X. @lookonchain reports that Trend Research borrowed 70M USDT from Aave and purchased 24,555 ETH, with total holdings at 651,310 ETH. Source: @lookonchain on X, Arkham Intelligence entity explorer. @lookonchain adds these buys occurred while prices were falling, indicating ongoing ETH accumulation by whales and institutions. Source: @lookonchain on X. (Source)

According to @EleanorTerrett, the Senate Agriculture Committee released a new crypto market structure draft, Chairman John Boozman said a deal with Democrats was not reached, and a committee markup is scheduled for Tuesday at 3 PM ET. Source: @EleanorTerrett. The committee oversees the Commodity Futures Trading Commission, placing the draft at the center of potential U.S. oversight for digital assets and derivatives trading. Source: U.S. Senate Committee on Agriculture, Nutrition, and Forestry; CFTC. A committee markup is the formal session where members debate and amend a bill before a committee vote. Source: U.S. Senate. (Source)

According to @EleanorTerrett, two weeks of negotiations to secure Democratic support were fruitless, the Senate Agriculture Committee’s crypto market structure markup next week is shaping up to be partisan, and the committee’s text is still slated for release tonight. According to Jasper Goodman of Politico, Chair John Boozman is preparing to unveil a GOP only crypto market structure draft as soon as tonight, a version not yet shared with Sen. Cory Booker and not expected to have his sign off. According to @EleanorTerrett, this partisan path is a negative signal for the Senate Banking Committee, which had hoped for a bipartisan deal to smooth its own markup. Per @EleanorTerrett and Politico’s reporting timeline, traders should watch for the text release and the partisan markup as potential regulatory headline catalysts tied to US crypto market structure. (Source)

According to @santimentfeed, XRP has fallen into Extreme Fear territory based on their social data. According to @santimentfeed, small retail traders have turned pessimistic toward the #5 market cap crypto following a 19% drawdown from the January 5 high. According to @santimentfeed, historically, elevated bearish commentary at these extremes has preceded rallies, with prices often moving opposite to retail expectations. (Source)

According to @EmberCN, a roughly 4 percent rebound around 3 a.m. liquidated about one third of on chain trader 0xD83...Fd7's USD 332 million short position, source: @EmberCN on X. The rebound also reduced his unrealized profit by about USD 20 million, from USD 24 million to USD 4 million, source: @EmberCN on X. (Source)

According to @ai_9684xtpa, an ETH swing trading whale wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 accumulated 30000 ETH since yesterday via Wintermute and FalconX with an average cost around 2945.7, including a 10000 ETH receipt near the pullback low about 6 hours earlier that the source suggests was OTC, source: X posts by @ai_9684xtpa and Arkham Intelligence address explorer. According to @ai_9684xtpa, the trader previously took profit near 3321 and reentered around 2970, with historical realized swing gains reported at about 98.18 million and a recent profit of 1.51 million, source: X posts by @ai_9684xtpa. Traders can track further inflows to this address for liquidity cues and potential continuation of dip buying behavior, source: Arkham Intelligence address explorer. (Source)

According to @OnchainLens, whale 0xfb7 bought 10,000 ETH from Wintermute and transferred $58.13M to FalconX, described as likely for additional ETH purchases (source: @OnchainLens). The whale now holds 60,098 ETH valued at $179.22M, with tracked addresses 0xfb78aa8f38843629e89951d9db6fdc398d75e0a3 and 0xd4584bf988c9e8994688b56484e2f74ceaeefb20 (source: @OnchainLens). Earlier, the same entity had accumulated 20,000 ETH from Wintermute and FalconX before this latest add, indicating continued position building via OTC venues and market makers (source: @OnchainLens). (Source)

According to @KobeissiLetter, about 26% of U.S. federal debt is set to mature within the next 12 months, one of the largest shares this century (source: @KobeissiLetter). The post notes the last peak was roughly 29% in 2020 when the Federal Reserve policy rate was at 0%, and frames the situation as an intensifying U.S. debt crisis (source: @KobeissiLetter). For traders, this maturity wall concentrates near-term rollover exposure and is a relevant macro backdrop for liquidity-sensitive assets including Bitcoin (BTC) and Ethereum (ETH) (source: @KobeissiLetter). (Source)

According to @KobeissiLetter, Ondo Finance launched over 200 tokenized stocks, ETFs, bonds and commodities on Solana, expanding tokenized stocks on Solana and RWA trading opportunities on-chain; source: @KobeissiLetter. The lineup includes stocks like Nvidia, Amazon, Walmart and Meta, broadening tokenized equities exposure for Solana-based traders; source: @KobeissiLetter. The number of tokenized assets on Solana increased by about 400%, adding more instruments for on-chain trading strategies on Solana; source: @KobeissiLetter. (Source)

According to @MI_Algos, BTC confirmed a support retest at the Yearly Open Timescape Level and risk appetite improved after reports that Trump backed down from tariffs over Greenland (source: @MI_Algos). According to @MI_Algos, FireCharts order flow shows whales accumulating, but a run toward the 50-week MA lacks sufficient bid liquidity in the order book (source: @MI_Algos citing Keith Alan). According to @MI_Algos, the immediate trigger is a clean break above the 50-day SMA, with the next strong resistance at the 2026-01-05 Timescape Level near $91.5k (source: @MI_Algos). According to @MI_Algos, this is a relief rally and traders should avoid overexposure until confirmation above those levels (source: @MI_Algos). (Source)

According to @DeepLearningAI, OpenAI introduced ChatGPT Health to help consumers understand medical data and care instructions, with some features available for practitioners (source: DeepLearning.AI). According to @DeepLearningAI, Anthropic released Claude for Healthcare to help clinicians search medical databases and reduce administrative work, with some features available for consumers (source: DeepLearning.AI). According to @DeepLearningAI, the two offerings are aimed at different audiences, separating consumer health guidance from clinician workflow tools (source: DeepLearning.AI). According to @DeepLearningAI, the source does not mention any cryptocurrency or blockchain integration, so no direct crypto market impact is indicated by the source (source: DeepLearning.AI). (Source)

According to @BullTheoryio, the US stock market added about $840 billion in value after Trump canceled tariffs on the EU and announced a Greenland deal, with the Nasdaq up 1.16%, the S&P 500 up 1.17%, the Dow Jones up 1.22%, and the Russell 2000 up 1.95% to a new all-time high (source: @BullTheoryio). Bitcoin (BTC) also moved back above $90,000, highlighting concurrent strength in crypto alongside equities, which the source ties to the policy headlines (source: @BullTheoryio). (Source)

According to @BullTheoryio, Bitcoin (BTC) first rallied from 88k to 90.5k, triggering roughly $80 million in short liquidations, then reversed to 87.3k with about $144 million in long liquidations, before rebounding to 90.5k following a headline that Trump canceled tariffs on the EU. According to @BullTheoryio, this rapid two-way sweep highlights aggressive leverage and derivatives-driven whipsaw risk for BTC traders, with both longs and shorts liquidated in quick succession. (Source)

According to @pedrouid, WalletConnect has added support for TRON, giving more than 600 compatible wallets and over 70,000 apps access to TRON DeFi and to what WalletConnect calls one of the largest stablecoin payment rails, enabling faster and lower-cost crypto payments; source: https://x.com/WalletConnect/status/2014037735993204973, https://twitter.com/pedrouid/status/2014075285876908338. For trading and payments, this integration lets WalletConnect-enabled interfaces connect users directly to TRON DeFi and stablecoin transfers within the TRX ecosystem, streamlining onboarding and dApp connectivity across supported wallets and apps; source: https://x.com/WalletConnect/status/2014037735993204973. (Source)

According to the source, Maple Finance CEO Sidney Powell said at Consensus Hong Kong that private credit will be tokenization’s main growth driver because blockchain can reduce opacity and improve liquidity where traditional structures fall short. Based on Powell’s remarks at Consensus Hong Kong, traders focused on real world assets and on-chain credit can prioritize tracking tokenized private credit initiatives and liquidity solutions tied to RWA lending. (Source)

According to @BullTheoryio, the Russell 2000 reached a new all-time high at 2,700 and is up 9% in the first 21 days of 2026, indicating a rotation into high-risk assets (source: @BullTheoryio). Based on that risk-on signal, crypto traders may watch BTC and altcoins for momentum confirmation and liquidity follow-through across risk assets (source: @BullTheoryio). (Source)

According to @garyblack00, TSLA’s recent outperformance is due to multiple expansion, with the one year forward EPS multiple rising from 60x in Jan 2024 to 196x while 2026 and 2030 earnings revisions remain negative, including analysts’ Robotaxi and Optimus estimates. He adds that despite an expected 2026 to 2030 earnings growth rate of around 40 percent CAGR, the valuation is hard to justify at a 2026 PE of 196x and a forward PEG of 4.9x, according to @garyblack00. He also argues investors will eventually demand that TSLA earnings revisions turn positive, according to @garyblack00. (Source)

According to @AltcoinDaily, former Alameda Research CEO Caroline Ellison has been released after serving 440 days in federal custody. According to @AltcoinDaily, Bitcoin (BTC) is up 18% since the date she reported to prison. According to @AltcoinDaily, FTX founder Sam Bankman-Fried (SBF) still has 19 years remaining on his sentence. (Source)