According to Lookonchain, ETH fell below $2,100, and Tom Lee's Bitmine holds 4,285,125 ETH, now valued around $8.42B and sitting on over $7B in unrealized losses (source: Lookonchain). Lookonchain added that Bitmine bought another 41,788 ETH last week and previously valued the total ETH position near $9.94B (source: Lookonchain). According to the PR Newswire release cited by Lookonchain, Bitmine Immersion Technologies (BMNR) announced its ETH holdings reached 4.285 million tokens and total crypto and cash holdings of $10.7B (source: PR Newswire via Lookonchain).

According to @CryptoMichNL, Larry Fink stated at the World Economic Forum 2026 that the industry must rapidly move with crypto tokenization on a single common blockchain, highlighting a push toward unified infrastructure. According to @CryptoMichNL, the post spotlights the Ondo Summit by @OndoFinance in New York City, billed by the source as the biggest real world assets and tokenization event of the year. According to @CryptoMichNL referencing @OndoFinance, the event features speakers from the White House, BlackRock, WisdomTree, JPMorgan, Franklin Templeton, and DTCC, underscoring institutional engagement in tokenization and RWA themes as listed by the source.

According to @onchainpanini, Animoca Brands, Luvia and Open Campus announced a strategic partnership to deliver portable, verifiable credentials in Vietnam via two initiatives: a personalized learning mobile app for students and a learning management platform for schools (source: @onchainpanini; Animoca Brands on X). According to Animoca Brands, the initiatives integrate Open Campus ID and verifiable credentials to modernize school operations nationwide (source: Animoca Brands on X). According to Animoca Brands, integration with Open Campus ID gives students a lifelong, portable learner passport that can be recognized across institutions and platforms (source: Animoca Brands on X). According to Animoca Brands, learners who demonstrate mastery in the Luvia app and in classrooms earn blockchain-verified credentials that build a trusted digital CV supporting job-seeking, grants, scholarships, international study pathways, and on-chain education financing (source: Animoca Brands on X). Based on these announcements by @onchainpanini and Animoca Brands, traders can track real world Web3 adoption in Vietnam’s education sector as a catalyst for on-chain credential usage and ecosystem activity (source: @onchainpanini; Animoca Brands on X).

According to @EvanWeb3, Sui introduced Tidehunter, a custom storage engine built from scratch to eliminate storage bottlenecks and sustain high throughput over long periods (source: @EvanWeb3). The Sui team reports 10x fewer disk writes, lower latency, and stable performance under sustained load with Tidehunter (source: Sui Network blog linked by @EvanWeb3). The blog states they replaced off the shelf databases that could not keep up with blockchain at scale to achieve consistent throughput for heavy workloads (source: Sui Network blog). This announcement frames storage as the key scaling bottleneck and claims it has been addressed, marking a core infrastructure milestone for Sui (source: @EvanWeb3).

According to @justinsuntron, he will attend GWDC2026 at Hong Kong Cyberport on Feb 8–9, 2026, with the guest update confirmed by Web3Labs (source: @justinsuntron; Web3Labs). Web3Labs’ announcement describes Justin Sun as the founder of TRON and highlights TRON as a leading public blockchain ecosystem focused on decentralized applications and Web3 adoption (source: Web3Labs via @justinsuntron). For TRON (TRX) watchers, the scheduled appearance and official event listing establish a clear window for public communications from the founder at the conference (source: @justinsuntron; Web3Labs).

According to @s_alderoty, new research from the National Cryptocurrency Association conducted with PayPal and Harris Poll finds that nearly four in ten U.S. merchants already accept crypto payments and that a strong majority expect crypto to become a common payment method within five years, with adoption driven by real customer demand and paced by simplicity and trust (source: National Cryptocurrency Association; PayPal; Harris Poll). For traders, these NCA findings highlight expanding real world utility in crypto payments and suggest monitoring payment-related assets such as payment rails and stablecoins for network activity and integration progress, as merchants prioritize low-friction onboarding, reliable settlement, and trusted refund and compliance processes (source: National Cryptocurrency Association).

According to @EleanorTerrett, citing Politico, Sen. Roger Marshall (R-KS) will not offer his credit card swipe fee amendment during the Senate Agriculture Committee’s crypto markup, and Sen. Dick Durbin (D-IL) is not expected to raise it either after lobbying from the White House and crypto proponents, a move she says is expected to smooth the bill’s path through committee. According to @EleanorTerrett, amendments still under consideration include ethics rules for government officials and their families, a requirement that the CFTC have at least four sitting commissioners following a consultation with the minority party, a ban on bailouts of crypto issuers, anti-fraud provisions for crypto ATMs, and restrictions on foreign adversary participation in U.S. crypto markets. According to @EleanorTerrett, weather conditions could delay the markup.

According to the source, blockchain infrastructure firm Zerohash is seeking to raise $250 million at a $1.5 billion valuation, as reported from a single-source account. According to the source, Zerohash recently withdrew from acquisition discussions with Mastercard, indicating a preference for independent scaling over strategic sale. According to the source, if accurate, a successful capital raise would signal sustained institutional demand for B2B crypto rails and could reinforce activity across partners enabling trading, custody, and settlement. According to the source, traders may watch infrastructure-exposed equities and crypto service providers for sentiment read-through tied to enterprise adoption of blockchain capabilities.

According to @zachxbt, John Lick sent 0.6767 ETH of the stolen government funds from address 0xd8bc to his public wallet, with transaction hash 0x90539e91fbebd0aaa050a492548b1e3b1bc7d82dd84bf8a42a9595a90425ebfa. According to @zachxbt, any stolen funds he receives will be forwarded to a USG seizure address. According to @zachxbt, an additional approximately 6.7 million dollars worth of ETH was moved into wallet 0xd8bc7ea538c2e9f178a18cc148892ae914a55d08 while a recording referenced John and Dritan.

According to TRON DAO, the network is solidifying its role as a global payment layer built for speed, scale, and trust. Jeremy (@ItsFloe) reported that TRON ended Q4 2025 with $81.8 billion in stablecoins on-chain, including $80.9 billion in USDT. Sources: TRON DAO on X; Jeremy (@ItsFloe) on X.

According to @zachxbt, the threat actor John (Lick) displayed control of a wallet holding about USD 23M that he ties directly to suspected crypto thefts exceeding USD 90M from the US Government in 2024 and to other unidentified victims from November 2025 to December 2025. Source: ZachXBT on X. The thread identifies a specific on chain wallet and timeframe, giving traders concrete parameters for watchlists, address labeling, and real time wallet tracking. Source: ZachXBT on X. Participants can reference the wallet and details in the thread to set alerts and enhance deposit controls around flows associated with the alias John (Lick). Source: ZachXBT on X.

According to the source, Maple Finance CEO Sidney Powell said at Consensus Hong Kong that private credit will be tokenization’s main growth driver because blockchain can reduce opacity and improve liquidity where traditional structures fall short. Based on Powell’s remarks at Consensus Hong Kong, traders focused on real world assets and on-chain credit can prioritize tracking tokenized private credit initiatives and liquidity solutions tied to RWA lending.

According to @CryptoMichNL, BTQ has announced a collaboration with ITRI focused on post-quantum chip architecture aimed at entering silicon validation, which he characterizes as a significant step for enterprise blockchain adoption within Web2 (source: @CryptoMichNL). He notes that BTQ’s chart is resting on support and flags it as a potential accumulation candidate that could accelerate if Bitcoin sentiment improves, highlighting a possible catalyst linkage between blockchain hardware developments and BTC-driven risk appetite (source: @CryptoMichNL).

According to @FuSheng_0306, Demis Hassabis acknowledged that China’s AI engineering efficiency is very high and that the technology gap has narrowed to a matter of months, making catch-up on existing paths less of an issue while the real challenge lies in the next step, source: @FuSheng_0306 on X. For traders, while the comment does not mention crypto directly, this kind of AI leadership signal from China can influence sentiment toward AI-related crypto tokens and decentralized compute networks as participants position around the AI infrastructure narrative, source: @FuSheng_0306 on X (news trigger).

According to @santimentfeed, surging Japanese bond yields have sparked risk-off flows into gold and silver while Bitcoin (BTC) and equities retrace, elevating cross-asset volatility and downside risk for crypto momentum trades. According to @santimentfeed, MicroStrategy bought 22,305 BTC funded mainly via equity and preferred shares, lifting total holdings and signaling persistent institutional demand that can underpin BTC-dip strategies and MSTR–BTC correlation trades. According to @santimentfeed, repeated delays on a Supreme Court tariff ruling are sustaining policy uncertainty, favoring defensive positioning and reduced leverage across crypto perpetuals until clarity returns. According to @santimentfeed, Vanguard’s disclosed purchase of MicroStrategy shares highlights indirect BTC exposure flows that traders can monitor via MSTR relative strength versus BTC. According to @santimentfeed, the NYSE plans a blockchain-based venue for tokenized U.S. stocks and ETFs with 24/7 trading, instant on-chain settlement, and stablecoin funding, a structural tailwind for tokenization narratives and TradFi–crypto connectivity trades pending regulatory approval.

According to @FuSheng_0306, Anthropic founder Dario Amodei predicted AI would write nearly all code, and nine months later a project called Claude Codework completed full code generation in 10 days as described by @FuSheng_0306. According to @FuSheng_0306, this supports the view that programmers are shifting from coding to architecture, with emphasis on product insight and core decisions. For crypto traders, @FuSheng_0306’s assertion of rapid AI code generation suggests monitoring AI driven Web3 developer tooling, smart contract development, and dApp shipping narratives that could influence attention and positioning in blockchain segments.

According to @binance via X on 2026-01-01 https://x.com/binance/status/2006727927530979418, it hosted the final Learning Lab of the year in Kumanovo focused on blockchain and trading fundamentals.

According to @AltcoinDaily, BTQ Technologies published a year-end CEO letter to shareholders and the post framed this as the start of a post-quantum crypto era while highlighting ticker $BTQ, source: @AltcoinDaily on X (Dec 29, 2025) and BTQ Technologies blog (2025 year-end letter to shareholders). @BTQ_Tech also directed followers to the same CEO letter via X, reinforcing the corporate disclosure as the focal event, source: @BTQ_Tech on X and BTQ Technologies blog (2025 year-end letter to shareholders). For traders, the instrument explicitly referenced in the social post is $BTQ, linking the news flow to the BTQ equity ticker mentioned by the author, source: @AltcoinDaily on X (Dec 29, 2025).

According to @simplykashif, Jamie Dimon said JPMorgan moved 16 trillion dollars in a single day, with all flows passing compliance while remaining cheap and fast (source: @simplykashif on X, Dec 12, 2025). Dimon added that blockchain technology and tokenization are the next step for better client services, explicitly linking wholesale-scale payments to blockchain-enabled efficiency (source: @simplykashif on X, Dec 12, 2025). For traders, this on-record endorsement from a major U.S. bank CEO reinforces the institutional tokenization and real-world assets (RWA) narrative that markets track for sentiment and flows in enterprise blockchain and tokenization-linked assets (source: @simplykashif on X, Dec 12, 2025).

According to @MikeBacina, blockchain can address the problem referenced in a Wall Street Journal social post he linked to on Nov 28, 2025 (source: @MikeBacina on X; source: Wall Street Journal social post referenced). The post contains no details on the issue, no data, and no asset tickers, providing no immediate, quantifiable trading signal by itself (source: @MikeBacina on X). Any actionable specifics for traders would need to be derived from the underlying Wall Street Journal report rather than his brief comment (source: Wall Street Journal social post referenced; source: @MikeBacina on X).