According to @ai_9684xtpa citing Arkham on chain data, a tracked ETH whale or institution sold about 80,267.2 ETH via Hyperunit over the last 19 hours to repay debt, bringing total sales since early February to approximately 96,584.2 ETH and leaving roughly 2.7 ETH on chain (source: @ai_9684xtpa on X; Arkham entity page). According to @ai_9684xtpa with wallet flows visible on Arkham, the proceeds were routed to Aave to repay loans as part of a deleveraging move to mitigate liquidation risk (source: @ai_9684xtpa; Arkham). According to @ai_9684xtpa referencing Hyperunit executions and the same Arkham entity, earlier activity showed multiple addresses selling tens of thousands of ETH and using USDC on Aave to reduce exposure (source: @ai_9684xtpa; Arkham). (Source)

According to @lookonchain, an OTC whale withdrew 2,500 CBBTC from Coinbase over the past 10 hours and has accumulated a total of 4,000 CBBTC and 83,392 ETH during the market crash. According to @lookonchain, the same address also bought another 33,000 ETH and 250 CBBTC today, indicating continued dip buying and large exchange outflows tied to OTC activity. (Source)

According to @EmberCN, a whale completed a stop-loss liquidation about four hours ago, unloading 96,585 ETH and 334,000 SOL over four days for roughly USD 214 million and USD 31.51 million, respectively. According to @EmberCN, the whale bought ETH at an average USD 3,363 last July and sold around USD 2,222 in recent days, realizing about USD 110 million in losses, and bought SOL at an average USD 186 last October and sold around USD 94. According to @EmberCN, the total realized loss from these disposals is approximately USD 141 million. (Source)

According to @caprioleio, Capriole AI’s Bitcoin time series trading model is live with about 200K deployed in live trading. Per @caprioleio, the system uses Google Gemini Pro 3 to process over 200 proprietary metrics and strategies, with more than 40 data points each, plus over 20,000 pages of internal research and hundreds of chart images to drive daily target position weight changes. According to @caprioleio, the team plans weekly upgrades adding more data, process optimization, and self learning, and expects capital to scale into the millions as live performance is proven. Per @caprioleio, conservative allocations are recommended while the model is in Beta, and the firm considers it among the most comprehensive publicly available Bitcoin AI trading models. (Source)

According to EmberCN, Trend Research cut exposure by selling 188,500 ETH at an average price of $2,263 over roughly four days and repaid $385 million USDT to reduce leverage; its ETH borrowing positions now show liquidation thresholds in the $1,576–$1,682 band, clustered near $1,640, and it still holds about 463,000 ETH, source: EmberCN. For trading, the reported liquidation cluster near $1,640 is a key risk zone to monitor for potential forced unwinds tied to these positions, source: EmberCN. Traders can track on chain movements of the reported addresses and watch price behavior as ETH approaches the $1,576–$1,682 range referenced by the source, source: EmberCN. (Source)

According to @OnchainLens, Trend Research transferred another 25,000 ETH to Binance, bringing total deposits to 188,588 ETH valued at about 426.87 million USD, with the funds sent to sell and repay a loan. According to the Arkham Intelligence entity page cited by @OnchainLens, these transfers are attributed on chain to the Trend Research entity, indicating active sell execution linked to loan repayment. (Source)

According to @OnchainLens, Arthur Hayes transferred 3.63M ENA and 332,226 PENDLE to Galaxy and Binance, purchased 96,116 HYPE over the last two days, and now holds 161,271 HYPE, with activity linked to wallet 0x6cd66DbdFe289ab83d7311B668ADA83A12447e21. Based on @OnchainLens data, the exchange-bound ENA and PENDLE are positioned on venues where they can be traded, while the HYPE buys indicate active accumulation by this address. According to @OnchainLens tracking, traders should watch exchange inflows, order book depth, and subsequent transactions from this wallet for potential volatility in ENA, PENDLE, and HYPE. (Source)

According to @KobeissiLetter, 14.5% of US technology sector loans are now distressed, the highest share since the 2022 bear market. According to @KobeissiLetter, the tech bond distressed ratio has reached 9.5%, the highest since Q4 2023. According to @KobeissiLetter, these readings indicate rising stress across tech loans and bonds, highlighting elevated credit risk in the sector. (Source)

According to @DeepLearningAI, Artificial Analysis released Intelligence Index 4.0, replacing saturated benchmarks with new tests centered on economically useful work, factual reliability, and reasoning (source: @DeepLearningAI). According to @DeepLearningAI, the update aims to better capture how large language models perform in business contexts, providing more relevant signals for enterprise use cases (source: @DeepLearningAI). (Source)

According to @CryptoCoinCoach, SANTOS is printing higher lows within a rising structure and compressing into the 2.45-2.55 resistance band, signaling a decision zone for continuation or rejection, source: @CryptoCoinCoach. A clean breakout and acceptance above resistance would confirm bullish continuation with room toward the 3.60 area, source: @CryptoCoinCoach. A failure to hold rising trend support could trigger a deeper pullback toward 1.80-1.70 and potentially lower if structure breaks, source: @CryptoCoinCoach. Patience and waiting for confirmation at this level is emphasized for trade execution, source: @CryptoCoinCoach. (Source)

According to @rseroter, enterprises are investing more time and money into Google Cloud workloads, with the team focused on delivering outsized value to customers (source: Richard Seroter on X). Sundar Pichai stated that Alphabet’s Q4/FY25 results surpassed 400B in annual revenue for the first time, driven by the full AI stack and the fastest-ever adoption of the Gemini model in the company’s history (source: Sundar Pichai on X and Alphabet investor relations site). These disclosures point to strengthening demand for AI infrastructure and model services on Google Cloud, highlighting growth vectors within Alphabet’s cloud and AI businesses referenced in the Q4/FY25 commentary (source: Sundar Pichai on X and Alphabet investor relations; Richard Seroter on X). (Source)

According to @StockMKTNewz, Sundar Pichai said Alphabet delivered a tremendous quarter and annual revenue surpassed $400 billion for the first time, highlighting scale for $GOOGL, source: @StockMKTNewz. He added that the Gemini 3 launch is a major milestone and that first party models like Gemini are seeing strong processing activity, underscoring AI momentum at Google, source: @StockMKTNewz. For trading, these management comments point to AI execution and record top line as key catalysts to watch for GOOGL sentiment and liquidity, source: @StockMKTNewz. (Source)

According to @sundarpichai, Alphabet GOOGL reported Q4 and FY25 results with annual revenue surpassing $400B for the first time, describing it as a tremendous quarter and highlighting Alphabet GOOGL stock milestones (source: @sundarpichai on X). According to @sundarpichai, the company’s full AI stack is fueling progress and Gemini 3 adoption has been faster than any other model in the company’s history, underscoring rapid generative AI rollout across the portfolio (source: @sundarpichai on X). (Source)

According to @StockMKTNewz, Google GOOGL reported EPS of 2.82 versus expectations of 2.61 and revenue of 113.8B versus expectations of 104.8B. According to @StockMKTNewz, the company expects 2026 capex of 175B-185B, above expectations of 120B. (Source)

According to @AltcoinDaily, Scott Bessent is presented as US Treasury Secretary in a video claiming a US Strategic Bitcoin Reserve retained roughly $500 million from seized BTC that has grown to over $15 billion, implying a 30x increase; source: @AltcoinDaily on X. According to @AltcoinDaily, the post states that $1 billion in Bitcoin was seized and half was kept by the government before appreciating substantially; source: @AltcoinDaily on X. Based on the @AltcoinDaily post, traders should monitor potential US government BTC dispositions, official policy communications, and movements from known government wallets for liquidity and volatility impact on BTC; source: @AltcoinDaily on X. Based on the @AltcoinDaily post, confirmation from official US channels would be prudent before incorporating this claim into risk management or directional positioning; source: @AltcoinDaily on X. (Source)

According to Satoshi Club, citing DefiLlama transparency data, Binance recorded a net inflow of 0.7 billion in the last 24 hours despite account closure FUD, which Satoshi Club argues contradicts mass-exit claims (source: Satoshi Club via DefiLlama). The post was also retweeted by Binance’s CZ, amplifying the message (source: Satoshi Club). For traders, Satoshi Club’s reference points to monitoring DefiLlama exchange flow dashboards to assess reserves and venue liquidity during sentiment swings (source: Satoshi Club referencing DefiLlama). (Source)

According to @BullTheoryio, MicroStrategy’s MSTR fell about 9 percent over the last eight hours, wiping out roughly 3.7 billion in market value; the stock is now 77 percent below its all time high and its Bitcoin holdings are sitting on an unrealized loss of about 1.77 billion, the source reports. (Source)

According to @KobeissiLetter, MicroStrategy (MSTR) fell to its lowest level since September 2024 as the company’s Bitcoin (BTC) position nears a $3 billion loss, with shares down 78% from their November 2024 record high. Based on @KobeissiLetter’s update, this drawdown highlights MSTR’s high sensitivity to BTC performance, a key factor for momentum and risk-managed trading setups. (Source)

According to Altcoin Daily, a video clip shows Treasury Secretary Scott Bessent stating that the United States retained roughly $500 million of seized Bitcoin and that this holding has appreciated to over $15 billion, suggesting a de facto Strategic Bitcoin Reserve (source: Altcoin Daily on X). For traders, a government-held BTC inventory of that magnitude, if accurate, highlights potential supply risk from future disposals and reinforces a scarcity narrative that can support sentiment during risk-on flows (source: Altcoin Daily on X). Historically, seized Bitcoin has been liquidated via U.S. Marshals Service auctions, so market participants may monitor government wallet activity and official sale notices for timing signals that could affect liquidity and volatility (source: U.S. Marshals Service public auction notices). (Source)

According to BullTheoryio, US equities sold off broadly, with SPX down 0.95% and erasing about 580 billion dollars in market value, Nasdaq down 2.4% and wiping out roughly 1 trillion dollars, and Russell 2000 down 2% and losing around 64 billion dollars. According to the same source, risk is being sold across the entire US market at the same time, signaling a synchronized risk-off move across large caps, tech, and small caps. (Source)