DAOplomacy

As of January 12, the total Bitcoin holdings of 192 publicly listed companies worldwide reached 1,130,055 coins, accounting for 5.68% of the total global BTC supply. Among them, a technology company's holdings account for nearly 60%, indicating that institutional Bitcoin adoption is accelerating and suggesting that cryptocurrencies are gradually becoming mainstream investments.

SUN brand undergoes a strategic upgrade, marking the beginning of a new development phase and laying the foundation for ecosystem construction. The team will resolutely implement the new strategy, working with partners to create sustainable value, reflecting deep market insights and a commitment to long-term development.

On January 12th, a cryptocurrency whale address adjusted its position, selling 16.96 BTC at a loss of $4,401, but still using 20x leverage to buy more BTC, with an unrealized loss of nearly $5,000. At the same time, it shorted 11,366.46 ETH with 14x leverage, with an unrealized loss of $843,000. This whale is facing losses in both BTC and ETH operations, and its future direction is worth watching.

On-chain monitoring data shows that a major trader recently closed a position of 100 BTC with a profit of $165,000, then switched strategies to short gold token PAXG with 10x leverage, but is currently floating at a loss of $13,000. This reflects the quick response of large traders to market changes and also serves as a reminder for market participants to pay attention to the risks of leveraged trading.

In the past 24 hours, four related addresses transferred approximately $12.54 million worth of LINK tokens into a multi-signature wallet. This move indicates that large investors or institutional groups may be adopting more cautious fund management strategies, and the market is paying close attention to this trend.

Recently, a large on-chain holder transferred 417,700 TRUMP tokens to Binance, worth approximately $2.25 million, but their investment faces an unrealized loss of $4.61 million, with a return on investment of -67%. This transfer has sparked market speculation about their motives.

The latest Forbes 2025 Young Rich List shows that 9 out of the top 13 are from the AI field, while the remaining 4 are from the prediction market, demonstrating the outstanding performance of this Web3 niche. These young entrepreneurs create business value through predicting and trading events, attracting widespread attention.

A user created a new on-chain wallet "khami" and predicted that by March 31, 2026, MicroStrategy might sell Bitcoin, announce a holdings surpassing 750,000 coins, go bankrupt, or be included in the S&P 500. This prediction mechanism has attracted attention because MicroStrategy's moves could influence market sentiment.

Recently, traders have been continuously adjusting their positions, especially optimistic about SOL's strong relative strength during the rebound, believing it has the potential to rise to $160-$200. They think that when the market generally lacks reasons to go long, it is often the best entry point. Traders confirm holding SOL, believing that the key point for Bitcoin is whether it can hold the $90,000 level.

VERTEXS.AI is an emerging blockchain aggregation trading platform launched by technical teams from North America and Europe, focusing on multi-chain trading, AI quantitative strategies, and intelligent copy trading. The platform features millisecond-level market data transmission capabilities and introduces multiple risk control mechanisms, aiming to enhance user experience and market stability. It plans to launch an aggregation trading terminal and AI engine system in 2026.

Renowned trader Huang Licheng recently closed his 10x ZEC short position quickly, earning approximately $2,544. He currently holds mainly $34 million worth of ETH long positions, showing an optimistic attitude towards Ethereum, and has also invested about $250,000 in HYPE, indicating interest in emerging tokens.

This year, independent miners on the Bitcoin network have performed actively, mining a total of 36 blocks with a total reward of nearly 113 Bitcoins. This indicates that even in an environment dominated by large mining pools, individual miners still have the opportunity to earn substantial rewards.

The founder of Life K-line project 0xSakura Sakura launches a new feature "Cyber Merit Box," where users can donate BSC tokens to receive a premium key. Half of the donations are burned, and the other half are donated to Giggle Academy, with the merit permanently recorded. The project is seeking community input to select the donation token. This move has attracted media attention and influenced the prices of related meme coins, reminding investors to carefully assess risks.

Platform X plans to open-source its new algorithm within 7 days, covering recommendation and advertising mechanisms, but community feedback has been poor. Users pointed out that the recommendation logic is too sensitive, easily causing followed content to disappear, and crypto-related posts are being suppressed, with spam content rampant, raising doubts about the effectiveness of open-sourcing.

【Crypto World】Robinhood's Head of Cryptocurrency Business Johann Kerbrat recently revealed an important decision: the company has chosen to build on Arbitrum, an Ethereum Layer-2 solution, rather than creating an independent public chain. Why choose this way? It's simple—leveraging Ethereum's security and decentralization attributes directly, while also gaining liquidity support from the entire EVM ecosystem. This way, the team can focus on the core products, such as stock tokenization.
Currently, their dedicated L2 is still in private testnet phase, but tokenized stocks have already taken the lead on Arbitrum.

On-chain data shows that the whale address marked as bc1q57 withdrew 1320 Bitcoins from Binance, worth approximately $119.6 million. This large withdrawal may indicate that major holders are adjusting their strategies, and market participants are paying close attention to this development.

【Blockchain Rhythm】Recent weekly exchange fund flows reveal several signals. According to on-chain data tracking, major trading platforms have experienced a net outflow of over 6,000 BTC in the past 7 days, which is quite significant.
Specifically, the top three platforms with the largest BTC outflows are as follows—OKX led with 1,858 BTC, Kraken followed closely with 1,716 BTC, and Bitfinex also made a strong move with 1,711 BTC. The logic behind this wave of activity is worth pondering; large outflows typically indicate market participants transferring assets, either moving them into cold wallets for locking or transferring to other platforms.
The story on ETH is even more interesting. During the same period, the total net outflow across platforms approached 60,000 ETH, a larger volume. Among the top three outflowers, a leading exchange stands out, having transferred out 85,000 ETH (a number that warrants special attention), with Bithumb following with a outflow of 3.28.

Recently, retail investors have been selling off in market panic, but Bitcoin has been accumulated by US financial institutions, such as Wells Fargo purchasing $383 million worth of Bitcoin. This indicates that institutional investors' demand for Bitcoin remains stable and may present a good opportunity for strategic positioning.