According to @EricBalchunas, QQQ rose about 20% in 2025, contradicting narratives that the US market weakened into year-end. Source: @EricBalchunas on X, Jan 2, 2026. He adds that QQQ gained 134% over the past three years, far outpacing international equities even in their strong year. Source: @EricBalchunas on X, Jan 2, 2026. Over a 10-year horizon, he notes international returns are under one-quarter of US returns. Source: @EricBalchunas on X, Jan 2, 2026. For traders, this evidences continued US tech momentum and leadership in the NASDAQ-100, reinforcing a growth-risk backdrop to benchmark against. Source: @EricBalchunas on X, Jan 2, 2026. No crypto-specific data were provided; use this equity strength as macro context when assessing risk appetite. Source: @EricBalchunas on X, Jan 2, 2026. (Source)

According to Eric Balchunas, ETFs took in a record $1.48 trillion in 2025, roughly $6 billion per day and 28% above last year’s record; he added that VOO led with $138 billion in net inflows, 18% above its prior record, and 3,525 ETFs, or 72% of the total, posted net inflows based on his final leaderboard update on X (source: Eric Balchunas, Jan 2, 2026). (Source)

According to @CryptoMichNL, BTC has broken above its 21-day moving average. Source: @CryptoMichNL on X, Jan 2, 2026. Moving-average breakouts are widely used as short-term momentum signals and the 21-day line can act as support on retests that traders monitor for continuation. Source: Investopedia, Moving Average; Investopedia, Support and Resistance. According to @CryptoMichNL, a final resistance test is underway before any potential test of the 100,000 level in BTC. Source: @CryptoMichNL on X, Jan 2, 2026. According to @CryptoMichNL, ETH is outperforming BTC, highlighting relative-strength rotation that traders typically track via the ETHBTC pair. Source: @CryptoMichNL on X, Jan 2, 2026; StockCharts ChartSchool, Price Relative (Relative Strength). (Source)

According to @lookonchain, wallet 0x46DB bought another 5,104 ETH (about $16.09M) around 30 minutes ago; source: Lookonchain on X, Jan 2, 2026. Since Dec 3, cumulative buys by this address reached 51,374 ETH (about $159.76M) at a $3,110 average price; source: Lookonchain on X, Jan 2, 2026. The address is 0x46DB0650645f7c9a29783c89171a62240CCc35cF as referenced via Arkham Intel; source: Arkham Intel via Lookonchain on X, Jan 2, 2026. Earlier today, the same tracker noted a 5,500 ETH purchase and a then-cumulative 41,767 ETH at a $3,130 average with an unrealized loss over $8.3M, which has since updated to the new totals; source: Lookonchain on X, Jan 2, 2026. Based on the reported totals, the whale’s stated average entry shifted from $3,130 to $3,110 following additional buys, a change derived from Lookonchain’s data; source: calculation from Lookonchain on X, Jan 2, 2026. (Source)

According to Lookonchain, Jan 2 ETF flow data show Bitcoin (BTC) ETFs posted a 1-day net outflow of 2,061 BTC, equivalent to $183.86M, and a 7-day net outflow of 2,746 BTC, or $244.93M (Lookonchain, Jan 2, 2026). According to Lookonchain, Ethereum (ETH) ETFs recorded a 1-day net inflow of 12,930 ETH, or $39.82M, while the 7-day net flow remained negative at -12,629 ETH, or -$38.9M (Lookonchain, Jan 2, 2026). According to Lookonchain, Solana (SOL) ETFs saw a 1-day net inflow of 30,799 SOL, or $3.97M, and a 7-day net inflow of 96,181 SOL, or $12.41M (Lookonchain, Jan 2, 2026). According to Lookonchain, the flow divergence indicates day-over-day ETF demand rotating toward ETH and SOL versus BTC, with SOL maintaining positive weekly momentum in ETF net flows (Lookonchain, Jan 2, 2026). (Source)

According to @CryptoMichNL, Ethereum (ETH) has broken above its 21-day moving average and is contesting a crucial resistance zone at $3,100, highlighting a bullish technical setup for traders (source: @CryptoMichNL on X, Jan 2, 2026). According to @CryptoMichNL, a decisive break of $3,100 could lead to a rapid move toward a new all-time high in ETH, making the level a pivotal trigger to watch (source: @CryptoMichNL on X, Jan 2, 2026). (Source)

According to @ai_9684xtpa, address 0x218…B7Da2 currently holds a 21,820.69 ETH short with an unrealized loss of $1.244M, an average entry of $3,016.84, and a posted liquidation price of $3,496.31, source: @ai_9684xtpa on X; Hyperbot.network. Earlier in the past 30 minutes, the same address reportedly added to an ETH short up to 18,875.18 ETH valued at $57.32M with an average entry of $3,011.83 and an unrealized loss of $476k while earning $537k in funding fees, source: @ai_9684xtpa on X; Hyperbot.network. Traders can monitor the $3,496.31 level as the liquidation threshold reported for this position and track funding-fee dynamics referenced above, source: @ai_9684xtpa on X; Hyperbot.network. (Source)

According to @TATrader_Alan, Dogecoin (DOGE) on the 4-hour chart shows a CHOCH after a breakout, with price printing a new Higher High that shifts bias from the established downtrend toward an uptrend. source: @TATrader_Alan on X, Jan 2, 2026 This indicates sellers are losing control and flags a potential bullish trend reversal that traders may monitor on the 4-hour DOGE chart. source: @TATrader_Alan on X, Jan 2, 2026 (Source)

According to @CryptoMichNL, the Nasdaq is primed for an upside breakout in the coming period, with a contrarian call for a strong bull year despite widespread recession expectations, which he notes often do not materialize when consensus is high, source: @CryptoMichNL on X, Jan 2, 2026. For crypto traders, a confirmed Nasdaq breakout is a risk-on signal that has historically aligned with stronger performance in BTC and ETH due to rising cross-asset correlations with tech equities, source: Kaiko research on Bitcoin and equity market correlations. A practical setup is to wait for a sustained daily close in the Nasdaq Composite above recent swing highs and improving market breadth as confirmation before scaling into BTC and ETH exposure, source: CMT Association technical analysis guidelines. Traders should monitor the 30 to 90 day BTC to Nasdaq correlation and perpetual funding rates to assess spillover strength and positioning before adding risk, source: Kaiko correlation and derivatives metrics and Binance Research funding rate analyses. (Source)

According to @ai_9684xtpa, as ETH reclaimed $3,000, a tracked account holds approximately $775 million in long positions with unrealized losses narrowed to $22.82 million; ETH accounts for about 80% of exposure with an ETH-specific unrealized loss of $19.8 million, and cumulative funding fees paid total $4.126 million, source: https://x.com/ai_9684xtpa/status/2007077367324512645; https://hyperbot.network/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae?ic=6792001762. The same report notes a whale that previously moved 77,385.34 ETH at an average $2,835.62 on Dec 1 has resumed activity; deposits to exchanges totaling 112,894.34 ETH valued near $331 million are flagged, while the address attribution remains unconfirmed, source: https://x.com/ai_9684xtpa/status/2007077367324512645; https://intel.arkm.com/explorer/address/0x36ED68c47a007b6D896515070375b3f5AC9BC889. For traders, the combination of heavy long-side exposure and multimillion-dollar funding payments indicates elevated long leverage and potential funding-driven squeezes around the $3,000 level, source: https://x.com/ai_9684xtpa/status/2007077367324512645; https://www.binance.com/en/blog/futures/what-is-funding-rate-and-how-does-it-work-421499824684902263. Large exchange inflows historically increase near-term sell-side liquidity and volatility, warranting close monitoring of exchange netflows and funding into local resistance, source: https://intel.arkm.com/explorer/address/0x36ED68c47a007b6D896515070375b3f5AC9BC889; https://academy.glassnode.com/metrics/exchanges/exchange-net-position-change. (Source)

According to @ai_9684xtpa, the tracked ETH short position has increased to 21,820.69 ETH, valued at $66.51M, with an unrealized loss of $719K as of Jan 2, 2026, source: @ai_9684xtpa on X, Jan 2, 2026. These figures imply a current mark price near $3,049 per ETH (66.51M / 21,820.69) and an adverse move of roughly 1.08% ($0.719M / $66.51M), source: @ai_9684xtpa on X, Jan 2, 2026. Position sensitivity is approximately $665K per 1% ETH price change given the $66.51M notional, a practical reference for intraday risk and stop placement, source: @ai_9684xtpa on X, Jan 2, 2026. Traders can monitor the implied $3,049 reference level to gauge pressure on this growing short, source: @ai_9684xtpa on X, Jan 2, 2026. (Source)

According to @CryptoMichNL, the BTC versus gold chart shows a substantial bullish divergence that could precede upside across the crypto market, indicating strengthening Bitcoin relative to gold, source: @CryptoMichNL on X, Jan 2, 2026. The author states this signal might lift the entire crypto industry and points to an update where he names assets he expects to perform best, linking to a YouTube video for details, source: @CryptoMichNL on X, Jan 2, 2026. For trading, this suggests watching the BTC/Gold ratio as a confirmation gauge for crypto momentum and preparing for potential sector-wide strength as indicated by the author, source: @CryptoMichNL on X, Jan 2, 2026. (Source)

According to @lookonchain, an unknown whale dumped 31,005 ETH worth $92.19M about 6 hours ago, locking in a $18.8M loss over the past two weeks; source: x.com/lookonchain/status/2007061300539777350. According to @lookonchain, the wallet had accumulated 30,838 ETH between Nov 3 and Nov 10 at an average entry of $3,581 for a total of $110.43M; source: x.com/lookonchain/status/2007061300539777350 and intel.arkm.com/explorer/entity/8ebeef24-4cad-4174-9239-340163570d0b. According to @lookonchain, the whale then rotated into gold by spending $14.58M over the past 7 hours to buy 3,299 XAUT at $4,421 each; source: x.com/lookonchain/status/2007061300539777350. (Source)

According to @OnchainDataNerd, a wallet attributed to BlackRock deposited 1,134 BTC (USD 101M) and 7,255 ETH (USD 22M) into Coinbase roughly 30 minutes before the post, with the address link provided as on-chain evidence (source: @OnchainDataNerd). According to @OnchainDataNerd, the same entity recorded net outflows over the past week of 1,792 BTC and 19,346 ETH, implying the latest transfer adds about USD 123M of fresh exchange inflow to Coinbase for traders to track (source: @OnchainDataNerd). (Source)

According to @lookonchain, BlackRock deposited 1,134 BTC (about $101.4M) and 7,255 ETH (about $22.1M) to Coinbase Prime, with the transactions attributed to BlackRock’s entity on Arkham Intelligence’s explorer as cited in the post (source: @lookonchain; Arkham Intelligence). According to @lookonchain, the combined value of the transfers is approximately $123.5M based on the figures provided at the time of posting on Jan 2, 2026 (source: @lookonchain). According to @lookonchain, these funds were moved to an exchange-linked institutional venue (Coinbase Prime), and the flows can be verified on the Arkham Intelligence BlackRock entity page for traders tracking exchange-side balances (source: @lookonchain; Arkham Intelligence). (Source)

According to @EmberCN, an on-chain whale or institution that lost $13.73 million within a week in November by buying high and selling low on ETH has resumed activity, shifting from ETH to gold exposure via XAUt. source: @EmberCN According to @EmberCN, about 30 minutes before the post the wallet purchased 2,251 XAUt for $9.95 million at an average price of $4,420, with the address link shared for tracking. source: @EmberCN Based on the reported position size and entry price by @EmberCN, a 1% move in XAUt implies roughly $99.5k unrealized PnL on this position. source: @EmberCN The post highlights a rotation from ETH to tokenized gold (XAUt), with details and transaction links provided for on-chain monitoring. source: @EmberCN (Source)

According to @CNBC, U.S. stock futures rose on January 2, 2026, marking a positive start to the year, with live coverage for intraday developments (source: CNBC tweet posted Jan 2, 2026). A rise in stock futures indicates a positive bias at the U.S. open, so traders can monitor CNBC’s real-time updates for shifts in sector tone and interest-rate expectations during the session (source: CNBC tweet posted Jan 2, 2026). Equity risk tone is relevant for digital assets as well, as Bitcoin and U.S. equities have shown periods of higher correlation in recent years, making futures direction a key input for crypto positioning (source: International Monetary Fund, 2022 analysis on crypto-equity correlations). (Source)

According to Kashif Raza, wallets holding over 1,000 BTC have stopped selling, indicating a shift in behavior among the largest cohorts, source: Kashif Raza on Twitter, Jan 2, 2026. According to Kashif Raza, long-term BTC holders are net buyers again for the first time in months, highlighting renewed accumulation by patient capital, source: Kashif Raza on Twitter, Jan 2, 2026. Based on this update, traders may monitor BTC spot flows and key support/resistance levels to gauge follow-through from the accumulation shift, source: Kashif Raza on Twitter, Jan 2, 2026. (Source)

According to Binance, the exchange will extend the Monitoring Tag to ACA, D, DATA, and FLOW, indicating higher risk and volatility and placing these assets under closer ongoing review (source: Binance Support, https://www.binance.com/en/support/announcement/b15c2beb81b94e7a846f905b267ce546). Binance states that Monitoring Tag tokens may be delisted if they fail to meet listing criteria such as trading volume and liquidity, team commitment, development activity, and network stability and security (source: Binance Support). Binance requires users to pass a Monitoring/Seed Tag quiz to enable trading for these tokens and to retake it every 90 days to maintain access (source: Binance Support). Binance advises traders to exercise caution and conduct due diligence when trading Monitoring Tag assets due to the elevated risks disclosed (source: Binance Support). (Source)

According to @EmberCN, after ETH reclaimed 3,000 USD, a whale who borrowed 5,000 ETH to short about one month ago closed the position by withdrawing 4,830 ETH, valued around 14.75 million USD, from Binance to repay on-chain. According to @EmberCN, the short was initiated on December 5 at an ETH price of 3,132 USD and was covered today at approximately 3,054 USD. According to @EmberCN, the trade generated an estimated profit of about 390,000 USD and the source shared the on-chain repayment address. (Source)