According to Onchain Lens, a tracked Bitcoin OG wallet that had a floating loss of over $55M is now almost back to breakeven, based on HyperTracker wallet data; this status update is sourced to Onchain Lens with data from HyperTracker. Onchain Lens reports the OG continues to hold ETH and BTC with 5x leverage and SOL with 10x leverage, citing HyperTracker as the data source. In an earlier update the same day, Onchain Lens noted the OG had deposited 100,000 ETH worth approximately $292.12M into Binance, with the position then showing SOL at 20x leverage while still down $55M, citing ARKM Intel and HyperTracker as sources. All position details, leverage levels, and the 100,000 ETH exchange deposit are reported by Onchain Lens with data attribution to HyperTracker and ARKM Intel.

According to @StockMKTNewz, the NASDAQ 100 and S&P 500 flipped from green to red intraday while the Dow Jones turned from red to green, signaling a real-time divergence between growth and blue-chip benchmarks (source: @StockMKTNewz on X, Jan 2, 2026). For trading, this divergence favors relative-strength rotation setups—hedge or underweight QQQ versus the stronger DIA and tighten stops on high-beta tech until breadth improves (source: @StockMKTNewz on X, Jan 2, 2026). Crypto traders can use the reported equity flip as a real-time risk gauge when managing BTC and ETH exposure during U.S. hours (source: @StockMKTNewz on X, Jan 2, 2026).

According to The Kobeissi Letter, Bitcoin ETFs are facing historic losses as IBIT recorded USD 244 million in net outflows last week, marking a second consecutive weekly withdrawal, source: The Kobeissi Letter, X, Jan 2, 2026. The Kobeissi Letter identifies IBIT as the largest Bitcoin ETF and states it has recorded outflows in 8 of the last 10 weeks, source: The Kobeissi Letter, X, Jan 2, 2026.

According to @CrypNuevo, BTC is currently range-bound with liquidity resting at both extremes, making a stop-run to one side likely before any genuine breakout, so traders should anticipate a short-term liquidity sweep setup on lower time frames. Source: https://twitter.com/CrypNuevo/status/2007102345599934887 He highlights that a specific level needs to be tested first, suggesting a patience-and-confirmation approach by waiting for the sweep and a subsequent reclaim or rejection before positioning. Source: https://youtu.be/0q8sMOps5dg

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.

According to @saylor, Bitcoin makes MSTR liquid, explicitly tying the stock’s perceived liquidity to BTC in a headline-style post (source: @saylor, X, Jan 2, 2026). The post offers no quantitative metrics or additional disclosures beyond the claim and an image, limiting immediate data-driven interpretation while still spotlighting the BTC-MSTR relationship for market watchers (source: @saylor, X, Jan 2, 2026).

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).

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).

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.

According to @OnchainLens, a whale withdrew 800 BTC worth $70.9M from Bitfinex in the last 24 hours, indicating an exchange outflow event for BTC from that venue, source: Onchain Lens on X, Jan 2, 2026. The same source reports the address now holds 1,000 BTC worth $89.04M accumulated over the past six days, source: Onchain Lens on X, Jan 2, 2026. Monitored address: bc1pckv9jvpnwgw67p02jfuxxcr0ycmlyk5xaj7atwsfu08u87t5srvqannw34, source: Onchain Lens on X, Jan 2, 2026.

According to @simplykashif, Turkmenistan has officially legalized Bitcoin (BTC) along with broader crypto mining and trading on exchanges, source: X post by @simplykashif on Jan 2, 2026. The post does not include a government decree, regulator circular, or any official link confirming the policy change, source: X post by @simplykashif on Jan 2, 2026. For trading decisions, treat the headline as unverified and monitor for confirmation via Turkmenistan government or financial authority notices and exchange compliance updates referencing Turkmenistan, source: X post by @simplykashif on Jan 2, 2026.

According to CoinMarketCap, BTC declined 0.23% while ETH gained 1.83%, with the total crypto market cap at $3.01 trillion. According to CoinMarketCap, holiday-thin liquidity kept liquidations muted, while altcoin funding rates started to pick up. According to CoinMarketCap, Lighter launched the LIT token with an airdrop highlighted in the market update. According to CoinMarketCap, Uniswap executed a buyback and burn. According to CoinMarketCap, Trip.com rolled out stablecoin payments.

According to @StockMKTNewz, a January 2, 2026 post shares the complete list of 2026 U.S. stock market closure days for traders to plan around. Source: @StockMKTNewz on X, January 2, 2026. On those dates, NYSE and Nasdaq cash equity markets are closed, so U.S.-listed spot Bitcoin ETFs and crypto-linked stocks will not trade on-exchange. Sources: NYSE official Trading Holidays; Nasdaq Trading Hours and Holidays; SEC January 2024 spot Bitcoin ETF approval orders noting listings on NYSE Arca, Nasdaq and Cboe. Crypto spot markets for BTC and ETH trade 24/7, creating potential ETF NAV premiums or discounts that can gap on the next U.S. equity open; manage basis and pre-open liquidity accordingly. Sources: Coinbase Help Center on 24/7 crypto market access; SEC Investor Bulletin on ETFs premiums and discounts. With T+1 settlement in effect since May 28, 2024, pre-holiday trades have accelerated funding and settlement timelines across U.S. equities and ETFs. Sources: SEC Final Rule adopting T+1 settlement with May 28, 2024 compliance date; DTCC T+1 implementation notice. CME equity index futures often follow modified Globex sessions on U.S. holidays, affecting hedges for crypto-exposed portfolios; confirm specific hours for each 2026 holiday. Source: CME Group Globex Holiday Calendar.

According to @CoinMarketCap, Tether purchased 8,888 BTC on New Year’s Eve. According to CEO Paolo Ardoino, this buy lifts Tether’s total Bitcoin holdings above 96,000 BTC. According to @CoinMarketCap, the associated Bitcoin wallet is now the fifth-largest by BTC balance. According to Tether, the company allocates part of its reserves to BTC as a treasury strategy, contextualizing the accumulation.

According to @CrypNuevo, Bitcoin’s estimated mining cost is around $74,000 and has historically acted as a long-term support level for BTC price, implying a potential price floor near this zone (source: @CrypNuevo). According to @CrypNuevo, the current BTC spot price is very close to this production cost, suggesting downside from here is limited when using mining cost as a valuation anchor (source: @CrypNuevo). According to @CrypNuevo, BTC price rarely remains below this mining cost for extended periods, reinforcing the $74K area as a key support for traders to monitor (source: @CrypNuevo).

According to Charlie Bilello, international equities gained 33% in 2025 versus 18% for US equities, a 15% outperformance that is the largest spread since 1993, source: Charlie Bilello, Twitter, Jan 1, 2026. For crypto traders, the IMF has documented that Bitcoin’s returns have moved more in sync with equities since 2020, implying that equity-led risk-on regimes can transmit to BTC and ETH performance, source: IMF, Crypto Prices Move More in Sync With Stocks, Jan 11, 2022. This update includes no direct crypto price or flow data, so positioning should be validated against crypto-specific metrics such as BTC spot volumes and stablecoin liquidity in addition to the equity backdrop, source: Charlie Bilello, Twitter, Jan 1, 2026.

According to @CoinMarketCap, Bitcoin (BTC) closed 2025 below its opening price, the first time a post-halving year has finished down, raising questions about the four-year halving cycle, source: @CoinMarketCap on X, Jan 1, 2026. This confirms a break from the historical pattern seen in prior post-halving years and provides a new data point traders must incorporate into seasonality and cycle-based models, source: @CoinMarketCap on X, Jan 1, 2026.

According to @godbole17, BTC and ETH yearly candles look weak (source: @godbole17 on X, Jan 1, 2026). According to @godbole17, ETH’s yearly candle is especially poor because ETH failed to establish a foothold above its previous bull‑market high, while BTC did so in 2024, highlighting weaker high‑timeframe structure for ETH relative to BTC (source: @godbole17 on X, Jan 1, 2026).

According to @StockMKTNewz, a complete table of final 2025 performance for all NASDAQ 100 constituents was published on January 1, 2026, giving traders a one-glance benchmark of annual winners and laggards for rotation, momentum, and mean-reversion screens, source: @StockMKTNewz. The consolidated dataset enables sector and factor comparisons, breadth checks, and relative-strength rankings that can inform cross-asset risk allocation, including how traders calibrate BTC and ETH beta exposure alongside tech equities, source: @StockMKTNewz.

According to @charliebilello, a list of the best performing S&P 500 stocks for 2025 was posted on Jan 1, 2026, highlighting last year's top gainers among index constituents for traders to review at the start of the new year. source: X post by @charliebilello on Jan 1, 2026 https://twitter.com/charliebilello/status/2006757843664515350 The post provides a ready reference of last year's leaders that traders can use as a universe for momentum tracking and sector-strength analysis going into 2026. source: X post by @charliebilello on Jan 1, 2026 https://twitter.com/charliebilello/status/2006757843664515350 For crypto context, cross-asset desks can align equity winners with BTC and ETH regime monitoring to gauge risk appetite alongside the equity list shared in the post. source: X post by @charliebilello on Jan 1, 2026 https://twitter.com/charliebilello/status/2006757843664515350