CryptoQuant: Retail Is Missing in This BTC Rally
🔎 CryptoQuant analysts warn of a potentially strong Bitcoin correction. Current on-chain data shows that retail investors are largely absent from the market, while price action is mainly driven by whales. 🐳
📊 The chart tracks the 30-day change in small BTC transfers ($0–10k), a proxy for retail demand. In previous cycles, major Bitcoin rallies were always accompanied by strong retail hype and demand spikes (green surges). This time, such signals are missing.
⚠️ With weak retail participation, BTC corrections could be deeper and more volatile, as whale-driven moves tend to lack stable demand support.
🔎 CryptoQuant analysts warn of a potentially strong Bitcoin correction. Current on-chain data shows that retail investors are largely absent from the market, while price action is mainly driven by whales. 🐳
📊 The chart tracks the 30-day change in small BTC transfers ($0–10k), a proxy for retail demand. In previous cycles, major Bitcoin rallies were always accompanied by strong retail hype and demand spikes (green surges). This time, such signals are missing.
⚠️ With weak retail participation, BTC corrections could be deeper and more volatile, as whale-driven moves tend to lack stable demand support.
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⚠️ DeFi Projects Are Leaving Discord Due to Scam Waves
DeFi teams are increasingly distancing themselves from Discord as scam activity becomes overwhelming. Even with strict moderation, scammers continue to reach users through direct messages, impersonation, and fake support.
Morpho has already switched its Discord server to read-only mode, redirecting users to alternative support channels. DeFiLlama is also gradually reducing its reliance on Discord, moving toward ticket systems, email, and live support instead. 🧐
🚨 The trend highlights a growing security issue: Discord is becoming harder to manage safely for large DeFi communities, pushing projects to seek more controlled and secure communication channels.
DeFi teams are increasingly distancing themselves from Discord as scam activity becomes overwhelming. Even with strict moderation, scammers continue to reach users through direct messages, impersonation, and fake support.
Morpho has already switched its Discord server to read-only mode, redirecting users to alternative support channels. DeFiLlama is also gradually reducing its reliance on Discord, moving toward ticket systems, email, and live support instead. 🧐
🚨 The trend highlights a growing security issue: Discord is becoming harder to manage safely for large DeFi communities, pushing projects to seek more controlled and secure communication channels.
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📊 BTC vs Global Assets in 2025
In 2025, Bitcoin (-6.4%) showed weak performance compared to major global assets, outperforming only the US dollar and crude oil in the annual race. 😳
The clear winner was gold, which dominated the year with a +62.6% gain, including +11.4% in Q4 alone. The rally was driven by aggressive accumulation by central banks and rising global uncertainty, partly linked to Trump-era tariff concerns.
🟡 The data highlights a shift toward traditional safe-haven assets in 2025, while risk assets like BTC struggled to keep pace.
In 2025, Bitcoin (-6.4%) showed weak performance compared to major global assets, outperforming only the US dollar and crude oil in the annual race. 😳
The clear winner was gold, which dominated the year with a +62.6% gain, including +11.4% in Q4 alone. The rally was driven by aggressive accumulation by central banks and rising global uncertainty, partly linked to Trump-era tariff concerns.
🟡 The data highlights a shift toward traditional safe-haven assets in 2025, while risk assets like BTC struggled to keep pace.
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🤔 Bitmine Bets Big on MrBeast
Bitmine has announced a $200M investment into Beast Industries, the company behind MrBeast, the most popular YouTuber in the world with 450M+ subscribers. 💵🔥
Notably, Bitmine is the largest public ETH holder, and this move goes far beyond a traditional media investment. MrBeast generates billions of views every month with massive reach among a young, global audience.
Beast Industries plans to integrate DeFi into its financial platform, meaning Bitmine is effectively securing direct access to one of the largest retail audiences on the planet, which could soon be exposed to crypto and DeFi products.
📅 The deal is set to close on January 19.
💰 Bitmine currently holds 4,167,768 ETH (~$13B) on its balance sheet.
Bitmine has announced a $200M investment into Beast Industries, the company behind MrBeast, the most popular YouTuber in the world with 450M+ subscribers. 💵🔥
Notably, Bitmine is the largest public ETH holder, and this move goes far beyond a traditional media investment. MrBeast generates billions of views every month with massive reach among a young, global audience.
Beast Industries plans to integrate DeFi into its financial platform, meaning Bitmine is effectively securing direct access to one of the largest retail audiences on the planet, which could soon be exposed to crypto and DeFi products.
📅 The deal is set to close on January 19.
💰 Bitmine currently holds 4,167,768 ETH (~$13B) on its balance sheet.
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🔝 Crypto Trends on X
Crypto has made it into the top trending hashtags on X. The Head of Product at X shared data showing the most popular hashtags from December 2025 to January 14, 2026.
💸 BTC, XRP, and ETH all ranked among the most mentioned topics during this period. Notably, XRP was mentioned more often than ETH, which came as a surprise to many. 👀
Crypto has made it into the top trending hashtags on X. The Head of Product at X shared data showing the most popular hashtags from December 2025 to January 14, 2026.
💸 BTC, XRP, and ETH all ranked among the most mentioned topics during this period. Notably, XRP was mentioned more often than ETH, which came as a surprise to many. 👀
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🧮 1% Taxes in Bitcoin = 4.2M BTC Reserve?
The Bitcoin Policy Institute, referencing the proposed Bitcoin for America Act, calculated that if just 1% of U.S. federal taxes were collected in Bitcoin, the United States could accumulate a reserve of 4.2 million BTC by 2045.
⭐️ The Bitcoin for America Act was introduced to the U.S. House of Representatives in November 2025 by Congressman Warren Davidson. The bill proposes allowing federal tax payments in BTC.
📊 The estimate highlights how even minimal Bitcoin adoption at the state level could lead to massive long-term accumulation, potentially making Bitcoin a strategic reserve asset for the U.S. over time.
The Bitcoin Policy Institute, referencing the proposed Bitcoin for America Act, calculated that if just 1% of U.S. federal taxes were collected in Bitcoin, the United States could accumulate a reserve of 4.2 million BTC by 2045.
⭐️ The Bitcoin for America Act was introduced to the U.S. House of Representatives in November 2025 by Congressman Warren Davidson. The bill proposes allowing federal tax payments in BTC.
📊 The estimate highlights how even minimal Bitcoin adoption at the state level could lead to massive long-term accumulation, potentially making Bitcoin a strategic reserve asset for the U.S. over time.
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📉 Ethereum L2 Fees Are Drying Up
According to CryptoRank, on January 14 only three Ethereum Layer 2 networks generated more than $5,000 in daily fee revenue:
⚪️ Base — ~$147,000
⚪️ Arbitrum — ~$39,000
⚪️ Starknet — ~$9,000
All other Ethereum L2s combined earned just over $15,000 in total.
📊 The data highlights a growing revenue concentration among a few dominant L2s, while the majority struggle to generate meaningful fees — raising questions about the economic sustainability of many Layer 2 projects in the current market.
According to CryptoRank, on January 14 only three Ethereum Layer 2 networks generated more than $5,000 in daily fee revenue:
⚪️ Base — ~$147,000
⚪️ Arbitrum — ~$39,000
⚪️ Starknet — ~$9,000
All other Ethereum L2s combined earned just over $15,000 in total.
📊 The data highlights a growing revenue concentration among a few dominant L2s, while the majority struggle to generate meaningful fees — raising questions about the economic sustainability of many Layer 2 projects in the current market.
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📊 Short-Term Holders Start Taking Profits on BTC
As Bitcoin’s price recovers, short-term investors are beginning to lock in profits, using the local bounce and newly available liquidity, according to a CryptoQuant analyst. 🕵️
🔎 On-chain data shows a shift from realizing losses to realizing profits, a pattern often seen during relief rallies. Historically, such profit-taking spikes tend to signal weakening momentum, rather than the start of a strong and sustainable uptrend. 🤷
⚠️ The move suggests that the current BTC rebound may be more of a temporary recovery than a full trend reversal.
As Bitcoin’s price recovers, short-term investors are beginning to lock in profits, using the local bounce and newly available liquidity, according to a CryptoQuant analyst. 🕵️
🔎 On-chain data shows a shift from realizing losses to realizing profits, a pattern often seen during relief rallies. Historically, such profit-taking spikes tend to signal weakening momentum, rather than the start of a strong and sustainable uptrend. 🤷
⚠️ The move suggests that the current BTC rebound may be more of a temporary recovery than a full trend reversal.
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🥋Europe Fires Back — Markets Feel the Shock
Tensions escalated after Trump announced tariffs against EU countries that challenge the U.S. acquisition of Greenland. In response, the European Union is considering countermeasures, including tariffs and restrictions on American companies.
📊Market reaction was immediate. Amid rising uncertainty, gold smashed a new ATH at $4,650, reinforcing its safe-haven status.
📉 Crypto, however, followed its usual script:
• $800M in liquidations within 12 hours
• ~$100B wiped off total market cap
• Bitcoin briefly dropped to $92,000, now hovering around $93,000
🌐 Geopolitics once again reminds markets who’s in charge — when uncertainty spikes, gold shines and crypto gets shaken.
Tensions escalated after Trump announced tariffs against EU countries that challenge the U.S. acquisition of Greenland. In response, the European Union is considering countermeasures, including tariffs and restrictions on American companies.
📊Market reaction was immediate. Amid rising uncertainty, gold smashed a new ATH at $4,650, reinforcing its safe-haven status.
📉 Crypto, however, followed its usual script:
• $800M in liquidations within 12 hours
• ~$100B wiped off total market cap
• Bitcoin briefly dropped to $92,000, now hovering around $93,000
🌐 Geopolitics once again reminds markets who’s in charge — when uncertainty spikes, gold shines and crypto gets shaken.
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🐳 OG Whale Cashes Out Again
A Bitcoin whale who received 5,000 BTC 12 years ago (worth $1.66M at the time) sold 500 BTC yesterday for $48M. 👀
Despite the sale, the whale still holds 2,500 BTC, currently valued at around $237.5M. The total profit across holdings and sales now exceeds $500M. 💰
A Bitcoin whale who received 5,000 BTC 12 years ago (worth $1.66M at the time) sold 500 BTC yesterday for $48M. 👀
Despite the sale, the whale still holds 2,500 BTC, currently valued at around $237.5M. The total profit across holdings and sales now exceeds $500M. 💰
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😃 Bitcoin Remains “People’s Money”
Nearly half of all Bitcoin — 10.22 million BTC (48.7%) — is held in self-custody, reinforcing Bitcoin’s role as truly decentralized money.
This share is far larger than holdings via ETFs (12.3%) and other indirect investment products. Meanwhile, 33.9% of BTC still sits on exchanges, according to Arkham data.
📊 The numbers highlight a key difference between Bitcoin and traditional assets: a large portion of holders continue to control their own coins, rather than relying on intermediaries — keeping the “not your keys, not your coins” principle alive.
Nearly half of all Bitcoin — 10.22 million BTC (48.7%) — is held in self-custody, reinforcing Bitcoin’s role as truly decentralized money.
This share is far larger than holdings via ETFs (12.3%) and other indirect investment products. Meanwhile, 33.9% of BTC still sits on exchanges, according to Arkham data.
📊 The numbers highlight a key difference between Bitcoin and traditional assets: a large portion of holders continue to control their own coins, rather than relying on intermediaries — keeping the “not your keys, not your coins” principle alive.
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📅 Bitcoin Nears a Historic Milestone
In less than 50 days, the total number of Bitcoin ever mined will surpass 20 million. 🔨
After that, only 1 million BTC will remain to be mined all the way until 2140 — spread across more than a century of diminishing block rewards.
⏳ This milestone highlights Bitcoin’s hard-capped scarcity, reinforcing the narrative that most of the supply is already in circulation, while the remaining coins will enter the market very slowly over time.
In less than 50 days, the total number of Bitcoin ever mined will surpass 20 million. 🔨
After that, only 1 million BTC will remain to be mined all the way until 2140 — spread across more than a century of diminishing block rewards.
⏳ This milestone highlights Bitcoin’s hard-capped scarcity, reinforcing the narrative that most of the supply is already in circulation, while the remaining coins will enter the market very slowly over time.
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😬 Is a Market Crash Coming?
Michael Burry — the investor made famous by The Big Short — has warned that a major market crash could be ahead. 🙀
📉 On the crypto side, early signs may already be showing. In the past 24 hours alone, more than $874M in positions were liquidated, according to Coinglass.
What makes this stand out is the timing: 2026 is only about 2.5 weeks in, yet volatility and forced liquidations are already hitting hard.
⚠️ Whether this is just short-term turbulence or the start of something bigger, the market is clearly entering a high-risk, high-volatility phase.
Michael Burry — the investor made famous by The Big Short — has warned that a major market crash could be ahead. 🙀
📉 On the crypto side, early signs may already be showing. In the past 24 hours alone, more than $874M in positions were liquidated, according to Coinglass.
What makes this stand out is the timing: 2026 is only about 2.5 weeks in, yet volatility and forced liquidations are already hitting hard.
⚠️ Whether this is just short-term turbulence or the start of something bigger, the market is clearly entering a high-risk, high-volatility phase.
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📊 Retail panic vs. whale patience
BTC holders have been selling at a loss for 30 days in a row — the longest losing streak since October 2023. On average, coins are being dumped below cost, showing clear stress among retail investors. 💵
At the same time, the big players aren’t flinching. Institutions and whales keep accumulating BTC: over the past year, their combined holdings grew by ~577,000 BTC (around $53B).
Classic market setup: weak hands are selling in pain, while strong hands quietly load up. History shows this divergence often appears near key market turning points — though timing, as always, remains the hard part. 🐳📉📈
BTC holders have been selling at a loss for 30 days in a row — the longest losing streak since October 2023. On average, coins are being dumped below cost, showing clear stress among retail investors. 💵
At the same time, the big players aren’t flinching. Institutions and whales keep accumulating BTC: over the past year, their combined holdings grew by ~577,000 BTC (around $53B).
Classic market setup: weak hands are selling in pain, while strong hands quietly load up. History shows this divergence often appears near key market turning points — though timing, as always, remains the hard part. 🐳📉📈
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🔝 ETH staking hits a new all-time high
The amount of staked ETH has reached a record level, now approaching 30% of the total circulating supply, according to data from Lido Finance. 📈
This signals strong long-term confidence in Ethereum: more holders are choosing to lock up ETH for yield instead of keeping it liquid or selling. As staking grows, liquid supply on the market shrinks, which can reduce sell pressure — but also increases the network’s dependence on staking infrastructure.🛠
The amount of staked ETH has reached a record level, now approaching 30% of the total circulating supply, according to data from Lido Finance. 📈
This signals strong long-term confidence in Ethereum: more holders are choosing to lock up ETH for yield instead of keeping it liquid or selling. As staking grows, liquid supply on the market shrinks, which can reduce sell pressure — but also increases the network’s dependence on staking infrastructure.🛠
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😳 “Free Bitcoin” on Paradex — and mass liquidations followed
A technical error on Starknet-based DEX Paradex briefly priced Bitcoin at $0, triggering thousands of liquidations before the price snapped back.
What happened:
▪️The glitch was caused by a database migration error during scheduled maintenance.
▪️Traders initially thought it was a UI bug — until real liquidations started hitting accounts.
▪️Paradex confirmed the issue and announced a rollback to a block before maintenance, calling it the last known correct state.
▪️The team says user funds are safe, but did not disclose how many traders were affected or the total losses.
▪️Parts of the platform were temporarily restricted during recovery.
The incident reignited debate around blockchain rollbacks — a rare and controversial move that challenges the idea of transaction finality.
A harsh reminder: even on DEXs, “trustless” doesn’t mean “glitch-proof.” 🤷
A technical error on Starknet-based DEX Paradex briefly priced Bitcoin at $0, triggering thousands of liquidations before the price snapped back.
What happened:
▪️The glitch was caused by a database migration error during scheduled maintenance.
▪️Traders initially thought it was a UI bug — until real liquidations started hitting accounts.
▪️Paradex confirmed the issue and announced a rollback to a block before maintenance, calling it the last known correct state.
▪️The team says user funds are safe, but did not disclose how many traders were affected or the total losses.
▪️Parts of the platform were temporarily restricted during recovery.
The incident reignited debate around blockchain rollbacks — a rare and controversial move that challenges the idea of transaction finality.
A harsh reminder: even on DEXs, “trustless” doesn’t mean “glitch-proof.” 🤷
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💰Strategy has bought another 22,305 BTC for $2.13B, at an average price of ~$95,284 per coin
As of January 19, 2026, the company now holds a massive 709,715 BTC, with an average purchase price of $75,979.
🤭 As usual, crypto Twitter didn’t miss the moment: right after the buy, Bitcoin dipped to ~$89,000, and memes about “Saylor buying the local top” are back in full force.
Meanwhile, with silver (XAG) going vertical, some are joking that Michael Saylor is secretly buying silver instead of Bitcoin — because BTC seems to fall every time he clicks “Buy”. 👀
Love him or troll him, one thing is clear: Strategy isn’t slowing down. 🚀
As of January 19, 2026, the company now holds a massive 709,715 BTC, with an average purchase price of $75,979.
🤭 As usual, crypto Twitter didn’t miss the moment: right after the buy, Bitcoin dipped to ~$89,000, and memes about “Saylor buying the local top” are back in full force.
Meanwhile, with silver (XAG) going vertical, some are joking that Michael Saylor is secretly buying silver instead of Bitcoin — because BTC seems to fall every time he clicks “Buy”. 👀
Love him or troll him, one thing is clear: Strategy isn’t slowing down. 🚀
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🔨 $90 in — $282,000 out… or is it?
Yesterday, Bitcoin block #933034 was mined by a solo miner who rented hashpower via the Swiss pool NiceHash, paying around $90 for that attempt.
🎯 Reward: 3.1 BTC (~$282,000)
Sounds like the luckiest trade of the year — but the full picture is unknown. We don’t know how much was spent on failed attempts before this block.
What looks like pure luck on-chain may actually be the result of long, exhausting, and ungrateful work behind the scenes. In Bitcoin, fortune often smiles only after patience runs out. 🧠⛏️
Yesterday, Bitcoin block #933034 was mined by a solo miner who rented hashpower via the Swiss pool NiceHash, paying around $90 for that attempt.
🎯 Reward: 3.1 BTC (~$282,000)
Sounds like the luckiest trade of the year — but the full picture is unknown. We don’t know how much was spent on failed attempts before this block.
What looks like pure luck on-chain may actually be the result of long, exhausting, and ungrateful work behind the scenes. In Bitcoin, fortune often smiles only after patience runs out. 🧠⛏️
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🇺🇸 Trump Family’s Wealth Is Increasingly Tied to Crypto
Over the past year, crypto has become a major pillar of the Trump family’s fortune. According to Bloomberg, digital assets added ~$1.4B to their wealth, making up about 20% of the family’s estimated $6.8B net worth for the first time.
Key drivers include:
▪️World Liberty Financial, a crypto platform co-founded by Trump and his sons, which generated hundreds of millions from token sales and stablecoin issuance.
▪️A Trump-branded memecoin, launched ahead of the second inauguration.
▪️American Bitcoin Corp., a mining venture linked to Hut 8.
These gains were supported by a friendlier regulatory environment under Trump’s second term, including crypto legislation and dropped lawsuits.
However, not everything is green: losses in Trump Media (shares down ~66% YoY) largely offset crypto profits, keeping total net worth flat. 🤷
Over the past year, crypto has become a major pillar of the Trump family’s fortune. According to Bloomberg, digital assets added ~$1.4B to their wealth, making up about 20% of the family’s estimated $6.8B net worth for the first time.
Key drivers include:
▪️World Liberty Financial, a crypto platform co-founded by Trump and his sons, which generated hundreds of millions from token sales and stablecoin issuance.
▪️A Trump-branded memecoin, launched ahead of the second inauguration.
▪️American Bitcoin Corp., a mining venture linked to Hut 8.
These gains were supported by a friendlier regulatory environment under Trump’s second term, including crypto legislation and dropped lawsuits.
However, not everything is green: losses in Trump Media (shares down ~66% YoY) largely offset crypto profits, keeping total net worth flat. 🤷
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