According to Onchain Lens monitoring, a major whale deposited 15,001 ETH, worth $34.57 million, into Binance today to repay loans. In the past two days, this whale has cumulatively deposited 121,185 ETH into Binance, with a total value of $292 million.

The Kobeissi Letter posted on X. Short sellers are retreating as short interest in major ETFs reaches historic lows. The short interest as a percentage of shares outstanding on the S&P 500 ETF ($SPY) has decreased to approximately 9%, marking one of the lowest levels in eight years. Similarly, the short interest in the Nasdaq 100 ETF ($QQQ) has fallen to around 6%, the lowest since at least 2018. Since the conclusion of the 2022 bear market, short interest levels for both ETFs have halved in 2023. Over the past two years, the average short interest has remained well below 10%, a significant drop compared to the 2018-2022 average of approximately 14%. This trend indicates that stock market short bets are facing significant pressure.

U.S. factory activity experienced growth in January for the first time in a year, with new orders rebounding significantly. According to Jin10, despite this positive development, the manufacturing sector continues to face challenges, as import tariffs have increased raw material costs and strained supply chains. The ISM Manufacturing PMI rose to 52.6 last month, marking the first time in 12 months it has surpassed 50 and reaching its highest level since August 2022, after being in contraction for ten consecutive months. However, the anticipated 'revival' under U.S. President Donald Trump's extensive tariff policies has not yet materialized, with manufacturing jobs decreasing by 68,000 in 2025. The forward-looking new orders sub-index in the ISM survey jumped to 57.1 last month, the highest since February 2022. The supplier deliveries sub-index increased to 54.4, where a reading above 50 indicates slower delivery speeds, potentially contributing to the PMI's rise. Typically, extended supplier delivery times are associated with a strong economy and robust demand, but they may also reflect tariff-related supply chain bottlenecks. The prices paid sub-index rose from 58.5 in December to 59.0, suggesting that commodity prices have room for further increases, which could continue to drive inflation upward for some time.

The United Arab Emirates has exceeded its $1 trillion target for non-oil foreign trade, reaching this milestone in 2026, well ahead of the 2031 schedule. According to NS3.AI, the non-oil trade amounted to approximately $1.03 trillion, reflecting a significant increase, nearly doubling since 2019. This achievement highlights the UAE's successful economic diversification efforts and the growing confidence of global investors in the region.

Strategy added just 855 BTC in the past week, as the market price hovered just above the average price for the company's treasury. ' source: https://www.cryptopolitan.com/strategy-added-855-btc-during-a-bearish-week/

According to Onchain Lens monitoring, "Brother Machi" deposited another 250,000 USDC into Hyperliquid and opened 25x leveraged long positions in ETH and 10x leveraged long positions in HYPE. Brother Machi has already lost over $26 million.

null source: https://x.com/RealAllinCrypto/status/2018340497060671493

According to official sources, Coinbase will launch spot trading for Zama (ZAMA). If liquidity conditions are met and trading is supported, the ZAMA-USD trading pair will open later today.

null source: https://x.com/decryptmedia/status/2018339724432126125

DWF Labs has transferred 2.8 million USDT to an anonymous address, according to ChainCatcher. The transaction occurred at 22:45, with the recipient address beginning with 0xcF48. This movement of funds was identified through data provided by Arkham.

With the support of AI, I, alone plus AI, am essentially a complete team.

In two countries ravaged by sanctions and civil war, electricity is no longer just a public service, but is treated as a hard currency that can be "exported financially."

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on MEME, DeFi, DAO, NFT, and the metaverse industry.

The tightening of liquidity in the United States is the main reason for the decline in assets, but this obstacle is about to be removed.

Crypto Market, BTC: After a 40% Plunge, What Cards Does the Crypto Market Still Have Left? Golden Finance: The First Crypto Storm of 2026 Is More Fierce Than Ever.

Crypto Market, FMG Market Observation: When the market is in a state of extreme panic, crypto assets are being repriced. Golden Finance: The crypto market exhibits defensive characteristics of "wide fluctuations and extreme panic".

This article does not offer any new information, but attempts to piece together old facts that have been repeatedly discussed into a new causal logic.

BTC, what if this is the bottom? Golden Finance, how will interest rates change?

MicroStrategy, the buzz is for "Epsteins" like Saylor who just wants to hoard coins. Golden Finance, there's a reason why one person can hoard 710,000 Bitcoins.

From the world's largest issuer of stablecoins to a marginal buyer in the gold market, Tether is buying up gold by the tonnes every week.