๐ CryptoQuant: Bitcoin Realized Losses Hit 3-Year High
๐ According to CryptoQuant, Bitcoin has recorded $4.5B in realized losses, the highest level in the past three years.
The last time BTC saw similar realized losses, the price was trading around $28,000, followed by a prolonged correction lasting nearly a year. ๐
This data highlights growing capitulation pressure and suggests the market may be entering a deeper consolidation or correction phase, depending on how demand responds from current levels. ๐ค
๐ According to CryptoQuant, Bitcoin has recorded $4.5B in realized losses, the highest level in the past three years.
The last time BTC saw similar realized losses, the price was trading around $28,000, followed by a prolonged correction lasting nearly a year. ๐
This data highlights growing capitulation pressure and suggests the market may be entering a deeper consolidation or correction phase, depending on how demand responds from current levels. ๐ค
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๐ Ethereum Fees Hit Multi-Year Lows
According to Glassnode, transaction fees on the Ethereum network have dropped to their lowest level since 2017. โฌ๏ธ
This reflects reduced on-chain activity and lower congestion, making Ethereum cheaper to use than itโs been in years. While great news for users and developers, historically such low fees can also signal weaker demand and quieter market conditions. ๐ง
Low costs, low noise โ a calm phase for Ethereum.
According to Glassnode, transaction fees on the Ethereum network have dropped to their lowest level since 2017. โฌ๏ธ
This reflects reduced on-chain activity and lower congestion, making Ethereum cheaper to use than itโs been in years. While great news for users and developers, historically such low fees can also signal weaker demand and quieter market conditions. ๐ง
Low costs, low noise โ a calm phase for Ethereum.
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๐ฅ Hyperliquid Takes the Lead in Price Discovery!
Hyperliquid is surging: the DEX has overtaken Binance to become the most liquid venue for crypto price discovery, a major milestone for decentralized trading.๐
Liquidity on BTC perpetuals is now deeper on Hyperliquid than on Binance, highlighting a shift in where real price formation is happening. On the back of this momentum, HYPE is up +24% today โ๏ธ
With HIP-3 teams driving growth, Hyperliquid has also become the most liquid platform for perpetuals on TradFi assets, expanding beyond pure crypto.๐
Hyperliquid is surging: the DEX has overtaken Binance to become the most liquid venue for crypto price discovery, a major milestone for decentralized trading.๐
Liquidity on BTC perpetuals is now deeper on Hyperliquid than on Binance, highlighting a shift in where real price formation is happening. On the back of this momentum, HYPE is up +24% today โ๏ธ
With HIP-3 teams driving growth, Hyperliquid has also become the most liquid platform for perpetuals on TradFi assets, expanding beyond pure crypto.๐
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โ ๏ธ User Data Leak Hits Binance Accounts
A massive 96GB database containing credentials from 149 million accounts has surfaced online. Among them are ~420,000 Binance accounts, including logins, passwords, autofill data, and keystroke history.
๐ฅท The breach was caused by infostealer malware โ viruses that infect user devices and steal data directly from browsers. These are commonly spread via fake game mods/cheats, bogus software updates, and malicious browser extensions.
Other affected services include:
โช๏ธ Gmail โ 48M
โช๏ธ Facebook โ 17M
โช๏ธ Instagram โ 6.5M
โช๏ธ Yahoo โ 4M
โช๏ธ Netflix โ 3.4M
โช๏ธ Outlook โ 1.5M
โช๏ธ iCloud โ 900K
โช๏ธ TikTok โ 780K
โช๏ธ Even ~100K OnlyFans passwords
A massive 96GB database containing credentials from 149 million accounts has surfaced online. Among them are ~420,000 Binance accounts, including logins, passwords, autofill data, and keystroke history.
๐ฅท The breach was caused by infostealer malware โ viruses that infect user devices and steal data directly from browsers. These are commonly spread via fake game mods/cheats, bogus software updates, and malicious browser extensions.
Other affected services include:
โช๏ธ Gmail โ 48M
โช๏ธ Facebook โ 17M
โช๏ธ Instagram โ 6.5M
โช๏ธ Yahoo โ 4M
โช๏ธ Netflix โ 3.4M
โช๏ธ Outlook โ 1.5M
โช๏ธ iCloud โ 900K
โช๏ธ TikTok โ 780K
โช๏ธ Even ~100K OnlyFans passwords
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๐ง Vitalikโs โAnti-Madnessโ Strategy on Polymarket
Vitalik Buterin revealed that last year he earned around $70,000 on Polymarket, using roughly $440,000 in capital. ๐ต
He describes his approach as โanti-madness modeโ: identifying prediction markets driven by irrational hype and panic, then betting that the craziest outcomes simply wonโt happen.
In short, when the crowd loses its mind, Vitalik calmly bets on reality โ and gets paid for it. ๐
Vitalik Buterin revealed that last year he earned around $70,000 on Polymarket, using roughly $440,000 in capital. ๐ต
He describes his approach as โanti-madness modeโ: identifying prediction markets driven by irrational hype and panic, then betting that the craziest outcomes simply wonโt happen.
In short, when the crowd loses its mind, Vitalik calmly bets on reality โ and gets paid for it. ๐
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๐ Will the Silver Bubble Burst?
According to Saifedean Ammous in The Bitcoin Standard (written back in 2018), the answer is likely yes โ and he even anticipated todayโs surge in silver prices. ๐ง
Ammous argues that silver has a structural weakness: when monetary demand rises, producers can quickly ramp up supply, flooding the market. This extra supply eventually crushes prices, wiping out the purchasing power of savers in the process. ๐
In other words, silver tends to boom when capital flows in โ but unlike Bitcoin, its elastic supply makes sustained price appreciation fragile. History suggests that if a โsilver bubbleโ inflates too much, itโs only a matter of time before it pops. ๐คท
According to Saifedean Ammous in The Bitcoin Standard (written back in 2018), the answer is likely yes โ and he even anticipated todayโs surge in silver prices. ๐ง
Ammous argues that silver has a structural weakness: when monetary demand rises, producers can quickly ramp up supply, flooding the market. This extra supply eventually crushes prices, wiping out the purchasing power of savers in the process. ๐
In other words, silver tends to boom when capital flows in โ but unlike Bitcoin, its elastic supply makes sustained price appreciation fragile. History suggests that if a โsilver bubbleโ inflates too much, itโs only a matter of time before it pops. ๐คท
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Crypto soothsayer
๐ Hereโs what the Bitcoin Burger menu from Steak โn Shake looks like Steak โn Shake has rolled out a special Bitcoin Burger, leaning fully into crypto-culture. Their promo slogan: โyou wish you had three handsโ โ hinting at just how stacked this burger is.โฆ
๐ Steak โn Shake Serves Bitcoin on the Menu
Customers of the fast-food chain Steak โn Shake have started receiving $5 gift coupons in BTC with their Bitcoin Meal orders.
A simple burger run now comes with a taste of crypto adoption โ turning fast food into a Bitcoin onboarding tool. ๐
Customers of the fast-food chain Steak โn Shake have started receiving $5 gift coupons in BTC with their Bitcoin Meal orders.
A simple burger run now comes with a taste of crypto adoption โ turning fast food into a Bitcoin onboarding tool. ๐
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โ ๏ธ Geopolitics Rising โ Bitcoin Too
Donald Trump announced that a powerful U.S. naval strike group, led by the aircraft carrier USS Abraham Lincoln, is heading toward Iran โ larger in scale than the forces previously sent to Venezuela. ๐ง
According to Trump, the fleet is ready to act quickly if needed, but the U.S. hopes Iran will choose negotiations and a non-nuclear deal instead. He emphasized that time is running out for Tehran to make a decision. ๐ค
Meanwhileโฆ Bitcoin is already above $90,000.
Coincidence โ or markets reacting to rising geopolitical risk? ๐๐
Donald Trump announced that a powerful U.S. naval strike group, led by the aircraft carrier USS Abraham Lincoln, is heading toward Iran โ larger in scale than the forces previously sent to Venezuela. ๐ง
According to Trump, the fleet is ready to act quickly if needed, but the U.S. hopes Iran will choose negotiations and a non-nuclear deal instead. He emphasized that time is running out for Tehran to make a decision. ๐ค
Meanwhileโฆ Bitcoin is already above $90,000.
Coincidence โ or markets reacting to rising geopolitical risk? ๐๐
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๐ฆ Fed Meeting: No Surprises, Bitcoin Dips
Yesterdayโs Federal Reserve meeting brought no surprises โ the interest rate was left unchanged at 3.75%. ๐
Following the decision, Bitcoin slowly drifted lower overnight, slipping toward the $88,000 level. ๐
Markets took the outcome calmly, with price action reflecting a typical โno news, no momentumโ reaction after a predictable Fed decision.
Yesterdayโs Federal Reserve meeting brought no surprises โ the interest rate was left unchanged at 3.75%. ๐
Following the decision, Bitcoin slowly drifted lower overnight, slipping toward the $88,000 level. ๐
Markets took the outcome calmly, with price action reflecting a typical โno news, no momentumโ reaction after a predictable Fed decision.
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๐ Glassnode: Long-Term Bitcoin Holders Are Selling Again
According to Glassnode, long-term Bitcoin holders have sold 143,000 BTC over the past 30 days, worth roughly $12.8B. ๐ง
This marks the largest wave of selling since August 2025, coming as Bitcoin price performance continues to lag behind traditional markets. ๐ต
The data suggests renewed distribution from long-term holders, potentially adding near-term selling pressure, even as BTC remains near elevated price levels.
According to Glassnode, long-term Bitcoin holders have sold 143,000 BTC over the past 30 days, worth roughly $12.8B. ๐ง
This marks the largest wave of selling since August 2025, coming as Bitcoin price performance continues to lag behind traditional markets. ๐ต
The data suggests renewed distribution from long-term holders, potentially adding near-term selling pressure, even as BTC remains near elevated price levels.
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๐ Silver Hits New All-Time High
Silver has reached a new ATH at $120, delivering a 29-day return thatโs 4ร higher than the S&P 500โs entire 2025 performance. ๐
Yes, itโs outperforming stocks โ and yes, we wonโt mention Bitcoin this time ๐ถ
But thereโs an important caveat: silver supply can be ramped up relatively easily. Historically, when prices surge and capital flows in, increased production tends to follow โ often cooling the rally. โ๏ธ๐
Silver has reached a new ATH at $120, delivering a 29-day return thatโs 4ร higher than the S&P 500โs entire 2025 performance. ๐
Yes, itโs outperforming stocks โ and yes, we wonโt mention Bitcoin this time ๐ถ
But thereโs an important caveat: silver supply can be ramped up relatively easily. Historically, when prices surge and capital flows in, increased production tends to follow โ often cooling the rally. โ๏ธ๐
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๐ง BTCโs 4-Year Cycle Is Over? A Supercycle Theory
Kim Ung-Yong believes the classic 4-year Bitcoin cycle no longer works. According to him, the market is now entering a long-term supercycle that could last a decade. ๐ณ
๐ป Kim Ung-Yong is a well-known South Korean prodigy, often cited as having one of the highest IQs ever recorded. While online myths claim his IQ reached 276, the officially recognized figure listed in the Guinness Book of Records is 210. ๐
Kim Ung-Yong believes the classic 4-year Bitcoin cycle no longer works. According to him, the market is now entering a long-term supercycle that could last a decade. ๐ณ
๐ป Kim Ung-Yong is a well-known South Korean prodigy, often cited as having one of the highest IQs ever recorded. While online myths claim his IQ reached 276, the officially recognized figure listed in the Guinness Book of Records is 210. ๐
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๐ฆ Bybit Is Turning Into a Crypto Neo-Bank
Crypto exchange Bybit is moving closer to traditional finance by launching bank-like accounts that allow users to hold USD and other fiat currencies.
The new โMyBankโ accounts will come with IBANs, enabling transfers in 18 fiat currencies. The rollout is expected in February, pending regulatory approval, and is being done in partnership with licensed banks. ๐
This shift positions Bybit as a neo-bank-style platform, but with crypto at its core: once fiat hits the account, users can instantly move it into crypto.
In parallel, Bybit plans to launch a custody product for institutional investors, focused on banks and large players tokenizing real-world assets.
With 81M+ users globally, Bybit is expanding beyond pure crypto โ while eyeing U.S. expansion and a potential future IPO. ๐ต๐
TradFi and crypto continue to blur ๐
Crypto exchange Bybit is moving closer to traditional finance by launching bank-like accounts that allow users to hold USD and other fiat currencies.
The new โMyBankโ accounts will come with IBANs, enabling transfers in 18 fiat currencies. The rollout is expected in February, pending regulatory approval, and is being done in partnership with licensed banks. ๐
This shift positions Bybit as a neo-bank-style platform, but with crypto at its core: once fiat hits the account, users can instantly move it into crypto.
In parallel, Bybit plans to launch a custody product for institutional investors, focused on banks and large players tokenizing real-world assets.
With 81M+ users globally, Bybit is expanding beyond pure crypto โ while eyeing U.S. expansion and a potential future IPO. ๐ต๐
TradFi and crypto continue to blur ๐
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๐ Top 20 Projects That May Launch Tokens in 2026
According to WuBlockchain, there are 20 major crypto projects that could introduce their own tokens in 2026.
Notable names to watch closely include Polymarket, Tempo, OpenSea, Backpack, Gensyn, and Botanix โ all large ecosystems with strong user bases and clear token use cases. ๐๐
According to WuBlockchain, there are 20 major crypto projects that could introduce their own tokens in 2026.
Notable names to watch closely include Polymarket, Tempo, OpenSea, Backpack, Gensyn, and Botanix โ all large ecosystems with strong user bases and clear token use cases. ๐๐
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๐ Crypto trading volumes are drying up
Trading activity across centralized exchanges has dropped sharply. In January, total CEX volume reached just $1.1T, putting the market on track for its lowest monthly turnover since July 2025. ๐
๐ CryptoQuant data also confirms a clear decline in retail participation: small on-chain transactions have fallen significantly, signaling that retail investors are stepping back.
Despite deep pullbacks across many altcoins, buyers remain cautious and are not rushing to buy the dip. For now, the market looks stuck in wait-and-see mode, with liquidity and retail demand both fading. ๐
Trading activity across centralized exchanges has dropped sharply. In January, total CEX volume reached just $1.1T, putting the market on track for its lowest monthly turnover since July 2025. ๐
๐ CryptoQuant data also confirms a clear decline in retail participation: small on-chain transactions have fallen significantly, signaling that retail investors are stepping back.
Despite deep pullbacks across many altcoins, buyers remain cautious and are not rushing to buy the dip. For now, the market looks stuck in wait-and-see mode, with liquidity and retail demand both fading. ๐
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๐ Markets in Freefall
Global markets fell after a weak Microsoft earnings report shook investor confidence. MSFT shares dropped nearly 12%, the worst decline since March 2020, as heavy AI spending and slowing cloud growth raised concerns about returns on AI investments, dragging the entire tech sector lower. ๐คท
And that wasnโt the end:
๐จ๐ฆ Overnight, Donald Trump said the US is revoking certification for Bombardier Global Express jets and threatened 50% tariffs on aircraft made in Canada.
๐จ๐บ Trump also declared a state of emergency and launched tariff procedures against countries supplying oil to Cuba.
๐ฎ๐ท At the same time, he pinned a post on Truth Social threatening Iran, stating that โvery powerful US ships are heading toward Iran.โ
Against this backdrop, Bitcoin dropped to $81,000, triggering massive volatility. In just 24 hours, $1.7B in positions were liquidated, with nearly $1.6B coming from longs. ๐ช
Global markets fell after a weak Microsoft earnings report shook investor confidence. MSFT shares dropped nearly 12%, the worst decline since March 2020, as heavy AI spending and slowing cloud growth raised concerns about returns on AI investments, dragging the entire tech sector lower. ๐คท
And that wasnโt the end:
๐จ๐ฆ Overnight, Donald Trump said the US is revoking certification for Bombardier Global Express jets and threatened 50% tariffs on aircraft made in Canada.
๐จ๐บ Trump also declared a state of emergency and launched tariff procedures against countries supplying oil to Cuba.
๐ฎ๐ท At the same time, he pinned a post on Truth Social threatening Iran, stating that โvery powerful US ships are heading toward Iran.โ
Against this backdrop, Bitcoin dropped to $81,000, triggering massive volatility. In just 24 hours, $1.7B in positions were liquidated, with nearly $1.6B coming from longs. ๐ช
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