📊👀 #BTC CEO CQ: Institutional demand for Bitcoin remains strong.

US custody wallets typically hold 100-1,000 BTC each. Excluding exchanges and miners, this gives a rough read on institutional demand. ETF holdings included.

577K BTC ($53B) added over the past year, and still flowing in.

🆕 $ELSA live on Binance alpha link

🙅 $ULTI, $GEAR, $VRA, $DAO, $CXT, $RDNT, $ELON delisted from OKX spot link

🕵️ As the market continues to decline, Machi experienced a partial liquidation on his $ETH (25x) long position, with the next liquidation just $30 away.

Machi is now back to losing -$23.6M, with a floating loss of over $1M. link

📉 CRYPTO FEAR & GREED INDEX just collapsed to 32, down from 44 yesterday.

🚀 Silver has reached a new all-time high at $95. #macro

🐳 The "buy high, sell low" whale 0x3c9E panic-sold 4,000 $ETH ($12.44M) at $3,110 after the market dipped.

Since January 9, this whale has been buying $ETH daily, purchasing 12,200 $ETH ($39.44M) at an average price of $3,233 just 11 hours ago. link

🆕 $PLAYSOUT listed on Bybit futures link

🆕 $ACU live on Binance alpha link

🕵️ Long or short?

Over the past 2 hours, a long–short battle has unfolded on ETH.

0x4607 deposited 3M $USDC to open a 4× short on 3,840 $ETH ($11.86M).

0xfB66 also deposited 7.38M $USDC to open a 12× long on 10,000 $ETH ($30.92M). link link

🐳 The "$3M Deposit to Short" whale now profits $7M from $ETH (25x) and $BTC (40x) shorts as the market drops.

The whale also opened a new $XMR (5x) short position and increased its $BTC position:

- 1,640.74165 $BTC ($149M)
- 31,093.37 $ETH ($96.35M)
- 823.917 $XMR ($482K) link

🗣 Kraken to facilitate $USDC to Frontier Stable Token ($FRNT) swaps on Solana starting tomorrow, says Wyoming Stable Token Commission.

🆕 $SKR listed on Bybit pre-market link

🔮 The Portuguese gambling regulator has ordered the closure of the Polymarket platform. link

🔮 Twenty One CEO Jack Mallers predicts Bitcoin could hit $150K-$200K this year.

BULLISH

🕵️ Trend Research has bought 9,939 $ETH worth $30.85M from Binance, supplying it into Aave V3 and borrowing $20M $USDT to acquire more $ETH.

They now hold 636,240 $ETH, valued at $1.97B. link

😱 Trove Markets Fallout Deepens After Token Crashes Post-Launch - link

📊 Wintermute analysis:

BTC broke $95K on Jan 19 (first since Nov), peaking at ~$98K on $1.4B weekly ETF inflows ($760M on Tue) and 2.6% Core CPI. However, tariff headlines triggered a drop to $92K with $850M in long liquidations (half BTC/ETH).

This week includes Davos (Trump's first in 6 years), an EU summit on Thu, and Core PCE on Fri.

Regulatory updates: The CLARITY Act is stalled due to the Coinbase-White House stablecoin dispute. Goldman is exploring tokenization and stablecoins, South Korea has passed a tokenized securities law, and the NYSE is considering 24/7 trading via tokenization. #regulation link

💵 250,000,000 #USDC (249,923,750 USD) minted at USDC Treasury link

💵 250,000,000 #USDC (249,923,750 USD) minted at USDC Treasury link

🇺🇸📉 According to Bloomberg, the Trump family's net worth is $6.8 billion, with crypto projects contributing $1.4 billion in wealth over the past year, accounting for about one-fifth of the total. Main sources include World Liberty Financial ($390M from token sales, $500M from Alt5 Sigma deal), Trump memecoin ($280M value), and American Bitcoin Corp. (Eric Trump's stake worth $114M). Additionally, USD1 stablecoin circulation exceeds $3 billion, while Trump Media shares have fallen 66% over the past 12 months. #stablecoin link