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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is trending as the community debates a perplexing post-earnings sell-off despite reporting a strong beat and raised guidance, with many perceiving it as an algorithmic-driven buying opportunity amidst volatile software sector sentiment.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as its oral VK2735 obesity drug is advancing directly into Phase 3, which the community views as strong FDA validation for a potential breakthrough in the competitive GLP-1 market. Many are also discussing a potential short squeeze and buyout possibilities, especially as regulators crack down on unapproved weight-loss compounds.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is a focal point of discussion following the inauguration of its Eagle Line pilot production facility, with the community eagerly anticipating the upcoming earnings report for updates on scaling its solid-state battery technology and potential OEM customer partnerships, amidst persistent debate over commercialization timelines and market volatility.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot ($HUBS) is witnessing extreme pre-earnings volatility, with options signaling a substantial price move as the community fiercely debates its future; some view the recent sharp decline as an oversold opportunity on AI integration, while others remain concerned about broader SaaS headwinds and AI disruption.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after reporting strong Q4 earnings and announcing a $2 billion buyback, but its stock saw an extreme reversal from pre-market gains, fueling community speculation about market manipulation and underlying concerns over software sector valuation and free cash flow guidance.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as its upcoming earnings report and new AI networking chip ignite a community debate. Investors are divided on whether its recent surge to multi-decade highs signals further gains in the AI infrastructure buildout or will trigger a "sell the news" event.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc is trending following a significant beat on its Q4 earnings and robust FY26 guidance, signaling a potential turnaround driven by new leadership and increasing tailwinds from AI adoption in edge computing and security. The community is actively discussing this as an inflection point, with many long-term holders finally seeing a promising path forward for the company's growth.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending following a strong Q4 earnings report that exceeded expectations, driven by successful global comparable sales and its value leadership strategy. The community is actively discussing how this performance highlights the "K-shaped economy," where consumers are increasingly opting for affordable fast food over pricier alternatives, alongside a dividend increase.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Its imminent merger with Infleqtion and upcoming NYSE listing under the INFQ ticker are driving conversation for Churchill Capital Corp X, fueled by recent announcements of Infleqtion's quantum technology being selected for a NASA space mission and a DOE energy grid contract. The community widely views Infleqtion as a highly promising and undervalued leader in the quantum sector, anticipating significant upside post-merger compared to its peers.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

Lightpath Technologies is trending after reporting strong earnings with significant revenue growth and an expanding backlog, fueled by new defense and public safety orders. The company's strategic acquisition and its role as a key supplier for NDAA-compliant IR systems and germanium-free optics are actively being discussed by the community, which is weighing its valuation against its growing importance in the defense and drone sectors.

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<ul class="summary-bullets"><li>According to Ethereum co-founder Vitalik Buterin said the builders should instead focus on creating systeming that add something fundamentally different or new.</li><li>He also noted that an increasing number of projects aren’t honest about how they describe themselves.</li><li>Buterin highlighted prediction markets are a great use case of taking Ethereum to the next-level, instead of just treating it like an “add-on.”</li></ul>Ethereum (ETH) co-founder Vitalik Buterin took to X on Thursday to express his frustration against Ethereum-based projects that aren’t adding any value to the overall network.&nbsp;“We don't friggin’ [freaking] need more copypasta [copy-paste]] EVM chains, and we definitely don't need even more L1s [layer-1s],” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2019341766407725170">wrote</a>, criticizing projects that copy Ethereum’s technology, make only minor tweaks, and then present themselves as something new. According to Buterin, Ethereum itself is already scaling, so creating more look-alike blockchains doesn’t solve any real problem.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> slipped 5.5% on Thursday morning to around $2,130. On Stocktwits, retail sentiment around the leading altcoin remained in ‘bearish’ territory amid ‘extremely high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_053605_png_a75b7bc7a4.webp" alt="Screenshot 2026-02-05 053605.png" width="1244" height="129"><figcaption>SRXH retail sentiment and message volume on February 4 as of 5:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Does Vitalik Buterin Want For Ethereum?</h2>Instead of launching more near-identical chains, Buterin stated that developers should focus on building solutions that actually do something new such as improving privacy, making applications much faster, or creating systems designed for specific use cases.He also said that projects should be honest about how closely they are connected to Ethereum. If a system truly depends on Ethereum to function, it should say so. If it operates mostly on its own, it shouldn’t pretend otherwise.&nbsp;<blockquote>Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.&nbsp;– Vitalik Buterin, Co-Founder, Ethereum</blockquote>His comments come as on-chain data showed that Buterin has been offloading the leading altcoin from his portfolio. According to&nbsp;Arkham data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2019281955255353650?s=20">spotted</a> by LookOnChain, Buterin has sold nearly 3,000 ETH worth around $6.6 million&nbsp; in the last three days at an average price of $2,228.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-end-of-winter-moment-michael-burry-mike-novogratz-agree/cZbmUZPR4NM">Bitcoin Hits ‘End-Of-Winter’ Moment? Michael Burry, Mike Novogratz And Matt Hougan Are On The Same Page</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum co-founder Vitalik Buterin speaks at ETHDenver on February 18, 2022 in Denver, Colorado. (Photo by Michael Ciaglo/Getty Images)

Ethereum Co-Founder Says ‘Vibes Need To Match Substance’ In Post Raging Against Copy-Paste Chains 

In a post on X, Vitalik Buterin expressed his frustration around too many identical new blockains and layer-2 solutions popping up without adding any value to the ecosystem.

Vitalik Buterin Slams ‘Copypasta’ Ethereum Projects, Says ‘Vibes Need To Match Substance’

Cryptocurrency

<ul class="summary-bullets"><li>On-chain data showed two anonymous whale wallets that had been dormant for five years were reactivated and had accumulated over $100 million in ETH.</li><li>The whale “7 Siblings” continued buying, accumulating over $72 million in ETH over two days.</li><li>Trend Research also deposited more than $120 million in ETH on Binance, likely to sell and repay debt.</li><li>Meanwhile, Ethereum bulls Tom Lee, Jack Yi, and Garrett Jin saw massive losses on Ethereum’s price dip.</li></ul>Ethereum’s (ETH) selloff over the weekend alongside Bitcoin (BTC) weighed heavily on large corporate holders, with Bitmine Immersion Technologies (BMNR) chair Tom Lee facing an estimated $6.8 billion hit, while on-chain data showed crypto whales stepping in to buy the dip.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell nearly 6% in the last 24 hours to around $2,200 at the time of writing. On Stocktwits, retail sentiment around the altcoin remained in ‘bearish’ territory, while chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054139_png_f7f54ad0e1.webp" alt="Screenshot 2026-02-02 054139.png" width="1255" height="132"><figcaption>ETH retail sentiment and message volume on February 2 as of 5:35 a.m. ET | Source: Stocktwits</figcaption></figure>The top three Ethereum bulls saw the value of their holdings plummet amid the crypto crash. Bitmine’s Tom Lee is sitting on an unrealized loss of around $6.8 billion, according to LookOnChain&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018257888696025234?s=20">data</a>, while Trend Research’s Jack Yi is $680 million in the red. Garrett Jin, an early Bitcoin investor, took a loss of nearly $1 billion.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018257888696025234?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054345_png_7a8c260f0f.webp" alt="Screenshot 2026-02-02 054345.png" width="815" height="683"></a><figcaption>Source: @lookonchain/X</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> was among the top trending tickers on Stocktwits with retail sentiment in ‘bearish’ territory and chatter at ‘normal’ levels over the past day as the share price fell over 10% in pre-market trade.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054421_png_af0e957007.webp" alt="Screenshot 2026-02-02 054421.png" width="1230" height="132"><figcaption>BMNR retail sentiment and message volume on February 2 as of 5:40 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Dormant Wallets Wake Up To Buy Ethereum’s Dip</h2>Blockchain data from Arkham Intelligence, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018177160008319395?s=20">flagged</a> by LookOnChain, showed that two anonymous whale wallets that had been dormant for roughly five years reactivated over the weekend. The wallets deposited a combined 44,490 ETH, worth about $98.3 million, into Aave before borrowing roughly $104 million in USDT.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018177160008319395?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054332_png_a2b82a15f8.webp" alt="Screenshot 2026-02-02 054332.png" width="819" height="836"></a><figcaption>Source: @lookonchain/X</figcaption></figure>The borrowed stablecoins were then used to purchase 45,319 ETH at an average price of $2,295, indicating leveraged accumulation during the downturn rather than profit-taking.<h2 class="st-heading-2">Other Major Whales Add Ethereum Exposure Despite Price Weakness</h2>The whale known as “7 Siblings” also added to its Ethereum position, purchasing an additional 6,820 ETH for about $15 million in USDT, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OnchainLens/status/2018224308099911968?s=20">data</a> spotted by OnChainLens. Over the past two days, the entity has accumulated 30,959 ETH for a combined $72.2 million, at an average price of roughly $2,332.<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018224308099911968?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054315_png_d4cf7040d5.webp" alt="Screenshot 2026-02-02 054315.png" width="821" height="697"></a></figure>Crypto activity across other whale accounts also suggested continued appetite for Ethereum at current levels. Onchain Lens disclosed that a wallet identified as “0xFB7” purchased another 14,750 ETH, valued at about $33.9 million, alongside 740 cbBTC worth roughly $56.9 million from FalconX and Coinbase (COIN).<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018172931751428513?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054302_png_819b489ee4.webp" alt="Screenshot 2026-02-02 054302.png" width="810" height="909"></a><figcaption>Source: @onchainlens/X</figcaption></figure>Following the purchases, the wallet’s holdings rose to 150,572 ETH, valued at approximately $336.9 million, and 750 cbBTC, valued at approximately $57.1 million.Trend Research was also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018206945631760414?s=20">spotted</a> sending 20,000 ETH worth roughly $43.9 million to Binance. In total, Trend deposited 53,588 ETH, valued at about $123.1 million, into the exchange. The transfers appeared tied to selling activity aimed at repaying an outstanding loan.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018206945631760414?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054249_png_0bb34b0304.webp" alt="Screenshot 2026-02-02 054249.png" width="825" height="596"></a><figcaption>Source: @lookonchain/X</figcaption></figure><h2 class="st-heading-2">Is Ethereum’s Price Going To Rally?</h2>While many analysts have flagged the weakness in Ethereum, some believe that it may be about to rally. Founder and the chief investment officer at MN Fund, Michael van de Poppe, stated that&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-selloff-hits-ethereum-yet-michael-van-de-poppe-sees-300-upside/cZbgLFUR4jH">Ethereum’s price could rally</a> more than 300% against Bitcoin (BTC) after gold’s recent record high of over $5,500 per troy ounce.Crypto analyst Marc De Mesel also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MarcDeMesel/status/2017939349933830530">stated</a> in a recent analysis that Ethereum is “not done” yet. He forecast that ETH and other altcoins could still have upside, even though this cycle has been disappointing so far.&nbsp;The overall cryptocurrency fell 2.5% in the last 24 hours to $2.67 trillion.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 1.9%, trading at around $77,200 on Monday morning. On Stocktwits, retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory with chatter at ‘extremely high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

Why Is BMNR’s Stock In Focus After Ethereum’s Sharp Selloff? 

BMNR’s stock plummeted over 10% in pre-market trade with the paper value of its holdings dropping $6.8 billion after the weekend crypto flash crash.

BMNR’s Stock Plummets As Tom Lee Faces $6.8 Billion Loss Following Ethereum’s Price Crash – Other Crypto Whales Are Buying The Dip

<ul class="summary-bullets"><li>Michael van de Poppe believes that Ethereum’s price could rally more than 300% against Bitcoin after gold’s recent record high of over $5,500 per troy ounce.</li><li>In a post on X, he drew historical links between gold peaks and ETH rallies.</li><li>Analyst Marc De Mesel said Ethereum is not “done” despite the recent rout, forecasting upside for the leading altcoin.</li></ul>Ethereum (ETH) led losses over the weekend as the crypto market crashed and Bitcoin (BTC) crashed to under $75,000. However, analysts believe that this could be a bullish setup for the leading altcoin after gold’s recent rally.&nbsp;Founder and the chief investment officer at MN Fund, Michael van de Poppe, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL">believes</a> that&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> could rally more than 300% against Bitcoin after gold’s recent record high of over $5,500 per troy ounce.Ethereum led losses among the top 10 cryptocurrencies by market capitalization on Monday morning, down 7.4% in the last 24 hours to around $2,200. On Stocktwits, retail sentiment around the altcoin remained in ‘bearish’ territory even as chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033408_png_51e3461e53.webp" alt="Screenshot 2026-02-02 033408.png" width="1249" height="143"><figcaption>ETH retail sentiment and message volume on February 2 as of 3:15 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 2.3% in the last 24 hours to $76,600, recovering from a low of around $74,500, last seen in November 2024. Retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory over the past day, while chatter stayed at ‘extremely high’ levels. BTC was among the top trending tickers on Stocktwits at the time of writing,&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033421_png_1f6c771394.webp" alt="Screenshot 2026-02-02 033421.png" width="1238" height="156"><figcaption>BTC retail sentiment and message volume on February 2 as of 3:20 a.m. ET | Source: Stocktwits</figcaption></figure>The price of gold has crashed over 14% since Friday to around $4,600 per troy ounce after the record high. Retail sentiment on Stocktwits around the&nbsp;<a href="https://stocktwits.com/symbol/GLD/">SPDR Gold Shares ETF</a> (GLD) was in the ‘extremely bullish’ territory with chatter at ‘extremely high’ levels over the past day. The ETF edged 0.97% higher after hours, following a loss of over 10% on Friday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033431_png_802799d19a.webp" alt="Screenshot 2026-02-02 033431.png" width="1261" height="151"><figcaption>GLD retail sentiment and message volume on February 2 as of 3:25 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Van De Poppe Says Ethereum’s Price Will Rally</h2>Van de Poppe noted that during the last cycle, Ethereum bottomed roughly nine months before gold reached its high, followed by a sharp decline of about 30% to 40%. Ethereum went on to significantly outperform Bitcoin amid a broader crypto bull market.According to him, the current setup looks similar. Ethereum bottomed around nine months ago, hitting $2,113 in June. He added that ETH’s price is already down about 31% from recent highs, while gold has pushed to a new record above $5,500 per troy ounce.&nbsp;The earlier cycle saw Ethereum rise more than 300% relative to Bitcoin once liquidity conditions improved and risk appetite returned, which Van de Poppe forecasts may happen again this time around.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoMichNL" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033501_png_d31bf3a90e.webp" alt="Screenshot 2026-02-02 033501.png" width="515" height="701"></a><figcaption>Source: @CryptoMichNL/X</figcaption></figure><h2 class="st-heading-2">Other Analysts Are Bullish, But Flag Caution</h2>According to crypto analyst Marc De Mesel, Bitcoin crashing over the weekend showed that it's probably near or past its peak cycle, but Ethereum is not “done.” He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MarcDeMesel/status/2017939349933830530">forecast</a> that ETH and other altcoins could still have upside, even though this cycle has been disappointing so far.&nbsp;Mesel noted that Ethereum has slightly outperformed Bitcoin on long-term trend charts. He added that ETH briefly fell into the serious “undervaluation” zone earlier this year during a bull market — something that has never happened before. However, the altcoin has never reached extreme overvaluation levels, which suggests it’s not overheated, Mesel said.According to him, the crypto market is in the middle of an altcoin season, but it’s weaker than the last time around. He speculated that this could be due to their overperformance in the previous cycle, or perhaps retail investors are sitting this one out. It could also be that the AI hype is keeping capital away from altcoin traders.&nbsp;Either way, he recommends that altcoin traders give it a little more time until the market hits 45% Bitcoin dominance. Currently, that figure sits at 59.4%, according to CoinMarketCap data.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A neon sign advertises a Bitcoin and Ethereum crypto currency exchange in Warsaw, Poland, on January 4, 2025.

Crypto Selloff Hits Ethereum Hardest, Yet Michael Van De Poppe Sees 300% Upside Vs Bitcoin

Ethereum led losses on Monday morning after the weekend crypto flash crash, falling more than 7% in the last 24 hours. 

<ul class="summary-bullets"><li>Bitcoin hit a three-month high above $97,700 on Wednesday, leading gains among major digital assets.</li><li>Spot Bitcoin ETFs recorded their largest inflows since the October 10 market crash.</li><li>Glassnode data shows Bitcoin is trading within a heavy resistance zone between $93,000 and $110,000, where long-term holders have previously sold.</li></ul>Bitcoin (BTC) was looking to hit a higher high past $98,000 in early morning trade on Thursday after breaking past $97,000 in the previous session, and analysts say there’s heavy resistance ahead.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $96,800, up 1.9% in the last 24 hours and leading gains among crypto majors. The apex cryptocurrency hit a three-month high of over $97,700 on Wednesday. Spot Bitcoin ETFs&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-et-fs-record-highest-inflows-since-october-crash-retail-doubts-the-rally/cmU1hgAR47Z">recorded</a> their highest inflows since the October 10 market crash.On Stocktwits, retail sentiment around BTC remained in ‘bullish’ territory over the past day as chatter rose to ‘high’ from ‘normal’ levels. Despite the uptick, Bitcoin’s price remains over 20% below its record high of $126,000 seen last year.&nbsp;Market watchers are keeping an eye on developments between the U.S. and Iran, as well as developments on Federal Reserve Chair Jerome Powell being subpoenaed by the Trump administration. After the crypto market’s price movement&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BullTheoryio/status/2011483902263902363">decoupled</a> from the stock market this past week, some are hoping its status as a digital safe haven asset may return.&nbsp;<stembedurl>https://www.stocktwits.com/ChuckRoades/message/641876061</stembedurl><h2 class="st-heading-2">Will Bitcoin Hit Higher Highs?</h2>According to on-chain analytics firm Glassnode, Bitcoin is now trading in a price area where a lot of long-term investors previously bought and later sold. It&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://insights.glassnode.com/the-week-onchain-week-02-2026/">noted</a> that this zone, roughly between $93,000 and $110,000, has acted like a ceiling in recent months.It said that every time Bitcoin has moved into this range, selling pressure has increased, stopping the rally – a trend that has been on a loop since November. Until that happens, the zone between $93,000 and $110,000 remains a key resistance level for Bitcoin to beat.Analyst Caleb Franzen&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CalebFranzen/status/2011473094771138959">said</a> Bitcoin’s price movement over the last two days looks very similar to a setup seen in April 2025. At the time, the pattern was followed by a big rally, with Bitcoin rising from $93,000 to $123,000 over the next few months.He said the key difference this time is that in April, Bitcoin broke above its 100-day and 200-day moving averages (DMAs). Currently, Bitcoin is still trading below those trend lines. In his opinion, the breakout rally has not confirmed the price break through those technical indicators.<figure class="image"><a class="st-link-external" href="https://x.com/CalebFranzen/status/2011473094771138959" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_063225_png_4219b3a67b.webp" alt="Screenshot 2026-01-15 063225.png" width="815" height="943"></a><figcaption>Source: @CalebFranzen/X</figcaption></figure><h2 class="st-heading-2">Ethereum Needs To Cross $3,400 For A Rally</h2>The overall cryptocurrency market moved in line with Bitcoin, 1.5% higher at $3.36 trillion. CoinGlass&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/liquidations">data</a> showed over $450 million crypto bets were wiped out in the last 24 hours, with shorts on Bitcoin and Ethereum (ETH) leading losses.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1.8% in the last 24 hours, still struggling to sustain itself above $3,300. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/AshCrypto/status/2011559338683621715">crypto influencer</a> Ash Crypto, the leading altcoin has been trading sideways over the last 62 days. If Ethereum’s price closes above the $3,400 level, it could rally to $4,000.<figure class="image"><a class="st-link-external" href="https://x.com/AshCrypto/status/2011559338683621715" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_063243_png_058f990dd6.webp" alt="Screenshot 2026-01-15 063243.png" width="816" height="703"></a><figcaption>Source: @AshCrypto/X</figcaption></figure>Tron (TRX), Solana (SOL) and Binance Coin (BNB) posted gains of under 1% in the last 24 hours. Meanwhile, Ripple’s native token XRP (XRP), Dogecoin (DOGE), and Cardano (ADA) were in the red.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-goes-long-on-strategy-betting-on-bitcoin-rebound-adds-zcash/cmU19D0R47L">Arthur Hayes Goes Long On Strategy, Metaplanet Betting On Bitcoin Rebound – Continues To Add To Zcash Stack</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin symbol is seen on Bitcoin ATM kiosk in the city center of Krakow, Poland on July 26th, 2024. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Bitcoin Is Closing In On $98,000 – And Analysts Are Watching This Resistance Level For Its Next Rally

Bitcoin’s price rose nearly 2% over the past 24 hours, trading around $96,800 after briefly pushing toward the $98,000 level.

<ul class="summary-bullets"><li>Ethereum’s price edged 0.3% higher in the last 24 hours, maintaining above $3,100.&nbsp;</li><li>Standard Chartered now expects Ethereum’s price to hit $7,500 by year end, down from its initial forecast of $12,000.&nbsp;</li><li>Standard Chartered expects the CLARITY Act, combined with the resilience of U.S. equity markets, to push Bitcoin to a new all-time high in the first half of the year.</li></ul>Standard Chartered’s Geoffery Kendrick said 2026 is slated to be “the year of Ethereum (ETH)” even as the firm lowered its price targets for the leading altcoin, citing weaker momentum across all cryptocurrencies with Bitcoin’s (BTC) weak roll out in the beginning of the year.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.3% higher in the last 24 hours, maintaining above $3,100. Retail sentiment around the token, however, dipped to ‘extremely bearish’ from ‘bearish’ over the past day amid ‘low’ levels of chatter.Standard Chartered now expects Ethereum’s price to hit $7,500 by year end, down from its initial forecast of $12,000. The target still predicts a potential upside of over 140%. “We lower our year-end ETH-USD forecasts for 2026 to 2028 to reflect broader weakness in digital assets,” the bank said. “However, we raise our longer-term ETH-USD forecasts.”<h2 class="st-heading-2">Ethereum’s Price To Hit $40,000 By 2030</h2>Under the revised projections, Standard Chartered now sees Ethereum at $15,000 in 2027, down from $18,000 and $22,000 in 2028, down from and $25,000. The bank maintained its 2029 target at $30,000 and expects ETH to reach $40,000 by the end of 2030.Bitcoin’s price forecasts were unchanged, with the bank projecting BTC at $150,000 in 2026, rising to $500,000 by 2030.<h2 class="st-heading-2">CLARITY Act Could Unlock Next Phase for DeFi</h2>The bank predicted that the potential passage of the CLARITY Act, which would establish a regulatory framework for digital assets, could be particularly supportive for Ethereum if it enables further development of decentralised finance.Standard Chartered expects the legislation, which has been delayed to the last week of January, combined with the resilience of U.S. equity markets, to push Bitcoin to a new all-time high in the first half of the year. The House passed its version of the CLARITY Act in mid-2025, but the Senate must approve its own version before the bill can move forward.<h2 class="st-heading-2">Why Ethereum’s Long-Term Case Has Strengthened</h2>Despite trimming near-term estimates, Standard Chartered said the driver behind Ethereum has improved this year. “I think 2026 will be the year of Ethereum,” Geoffrey said over email, pointing to several factors supporting that view.The firm noted that inflows into ETFs and digital-asset treasury companies (DATs) have slowed across the sector, but continued accumulation by Bitmine Immersion Technologies (BMNR) has provided ETH with a relative advantage. The Tom Leed-backed firm is the largest Ethereum-focused corporate treasury.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> edged 0.79% lower in pre-market trade after notching a gain of 3.56% in regular trading. Retail sentiment around the stock remained in ‘bearish’ territory over the past day.&nbsp;The bank also remains bullish on stablecoins, real-world assets (RWAs), and decentralised finance (DeFi), areas where Ethereum maintains a dominant share of activity.&nbsp;It added that Ethereum’s plan to increase transactions on its layer 1 network by tenfold is showing progress, according to the bank’s analysis. Standard Chartered said higher transaction throughput has historically translated into higher network value and market capitalisation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/vivek-ramaswamy-backed-strive-jumps-ahead-of-semler-merger-vote/cmUXRGNR44L">Vivek Ramaswamy-Backed Strive Jumps Ahead Of Semler Merger Vote On Bitcoin Treasury Bet</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A neon sign advertises a Bitcoin and Ethereum crypto currency exchange in Warsaw, Poland, on January 4, 2025. (Photo by NurPhoto/Getty Images)

Ethereum Seen At $40,000 By 2030, Bitcoin To Hit New High In 2026: Standard Chartered

Standard Chartered’s Geoffery Kendrick said 2026 is slated to be “the year of Ethereum” even as the firm lowered its price targets on the leading altcoin.

<ul class="summary-bullets"><li>Decentralized stablecoins have inherent design issues, said Ethereum co-founder Vitalik Buterin on Sunday.</li><li>He cautioned that oracle design and financialized governance systems are pushing protocols towards high-value extraction to stay secure, describing this as “bad” for users.</li><li>The comments come ahead of Thursday's crucial markup by the Senate Banking Committee of the U.S. crypto market structure bill.</li></ul>Decentralized stablecoins’ fundamental design flaw means they present a longer-term risk and face structural weaknesses, according to Ethereum (ETH) co-founder Vitalik Buterin.Buterin wrote&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2010253778365055363">on X</a> that the industry requires a more fundamental architectural innovation, not just incremental patches. Buterin said that the industry is still too reliant on tracking the U.S. dollar and lacks much in the way of resiliency to long-term macro risks. “Tracking USD is fine in the short term, but part of the vision of nation-state resilience should be independence even from that price ticker,” he wrote, noting that across a multi-decade horizon, dollar debasement could emerge as a material vulnerability.<figure class="image"><a class="st-link-external" href="https://x.com/VitalikButerin/status/2010253778365055363" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_11_at_5_26_54_AM_png_5783b88461.webp" alt="Screenshot 2026-01-11 at 5.26.54 AM.png" width="598" height="1130"></a><figcaption>Ethereum co-founder Vitalik Buterin on decentralized stablecoins. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin">VitalikButerin</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $3,102.81, up 0.29% in the last 24 hours. On Stocktwits, retail sentiment around Ethereum remained in ‘neutral’ territory, with chatter levels in ‘normal’ over the past day.&nbsp;<h2 class="st-heading-2">Buterin Warns of Oracle Capture, Governance Risks, And Weak Yields</h2>He also mentioned oracle design as a critical risk, stating that decentralized systems must be resistant to capital-based capture. Without that, protocols are incentivized to achieve higher value extractions in order to protect themselves, something he described as “quite bad for users.” Buterin was dismissive of financialised governance systems, arguing they lack defensive asymmetry and inefficiently require high economic penalties in order for them to be trustworthy.On yield, he described trade-offs encountered by staking-based stablecoins, arguing that without structural changes, users are stuck on “a few percent APY suboptimal return rates.” He also stressed that the cutting of risk and inactivity penalties is an undervalued consideration when designing stablecoins, especially when involved funds are supposed to remain usable even in cases of sharp market drawdowns.The remarks also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fox-news-ads-oppose-defi-provisions-in-crypto-bill/cmU3Wv1R435">come as U.S. lawmakers</a> are getting ready to mark up the highly anticipated crypto market structure bill later this week. The legislation will be reviewed by the Senate Banking Committee on Thursday, and if it passes, we should hopefully see shored-up regulatory frameworks that could jump-start institutional involvement across the stablecoins and wider digital asset infrastructure.Read also: ‘<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/no-faith-in-any-given-trade-peter-brandt-pushes-back-on-tom-lee-s-200k-bitcoin-target/cmUeFEzR43i">No Faith In Any Given Trade’: Peter Brandt Pushes Back On Tom Lee’s $200k Bitcoin Target</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vitalik Buterin Warns Of Three Structural Flaws Holding Back Decentralized Stablecoins

Vitalik Buterin said stablecoin designers undervalue risk and inactivity penalties.

<ul class="summary-bullets"><li>Grayscale's Ethereum Trust is the first U.S.-listed crypto ETF to pass staking income to investors.</li><li>ETHE is also the only Ethereum ETF with cumulative net inflows in the red, amounting to nearly $5 billion.</li><li>ETHE’s payout covers staking rewards earned between October and December 2025.</li></ul>Grayscale Ethereum Trust (ETHE) became the first crypto product to roll out staking rewards for its holders on Monday as Ethereum (ETH) rallied alongside the broader cryptocurrency market.Shareholders will receive $0.083178 per&nbsp;<a href="https://stocktwits.com/symbol/ETHE/">ETHE share</a> held. The distribution will be paid on Tuesday to investors who held shares as of the record date on January 5, according to Grayscale.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-eth-spot">data</a> on SoSoValue, ETHE is the only Ethereum fund with cumulative net inflow in the red, amounting to nearly $5 billion. Even on Monday, the fund lagged behind its peers with net inflow of $1.32 million while&nbsp;<a href="https://stocktwits.com/symbol/ETHA">BlackRock’s ETHA</a> clocked $102 million and&nbsp;<a href="https://stocktwits.com/symbol/FETH">Fedelity’s FETH</a> saw $21 million.&nbsp;<h2 class="st-heading-2">Ethereum Price On The Rise</h2>The fund rose 3.6% in regular trading but was edging 0.91% lower in after-hours trading despite Ethereum’s price rising. On Stockwits, retail sentiment around Grayscale’s ETF improved to ‘neutral’ from ‘bearish’ over the past day as chatter also ticked higher to ‘normal’ from ‘low’ levels.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1.8% in the last 24 hours to over $3,200. The leading altcoin remains more than 35% below its record of nearly $5,000 seen in August last year, according to CoinGecko data. On Stocktwits, retail sentiment around ETH trended in ‘bullish’ territory over the past day as chatter rose to ‘high’ from ‘normal’ levels.<h2 class="st-heading-2">How the ETHE Distribution Works</h2>The distribution reflects staking rewards earned by the fund and then sold, with the cash proceeds being returned to shareholders. The structure is similar to income-style distributions seen in traditional ETFs, but with a yield component tied to Ethereum’s proof-of-stake mechanism.Grayscale first activated staking for its Ethereum products in October last year. ETHE and the Grayscale Ethereum Staking Mini ETF were subsequently renamed in January 2026 to reflect their staking-enabled structure.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-outperforms-bitcoin-as-etf-inflows-gain-momentum-crossing-1-billion/cmxwk0nR4Rw">Solana Outperforms Bitcoin As ETF Inflows Gain Momentum After Crossing $1 Billion Mark</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Grayscale Investments logo is seen on a smartphone and on a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

The First US Crypto Fund To Pay Staking Rewards Is Also Staring At $5 Billion In Outflows

Grayscale Ethereum Trust announced that it would distribute staking-related cash proceeds to shareholders for the first time on Tuesday.

<ul class="summary-bullets"><li>10x Research noted that crypto trading activity has slowed sharply into year-end, with spot volumes for Bitcoin and Ethereum near cycle lows.</li><li>It added that leverage remains in the system, becoming concentrated among fewer traders.</li><li>The firm warned that thin liquidity could amplify price moves when participation returns in January.</li></ul>Crypto markets are ending the year quietly, but that calm may be hiding growing stress under the surface, according to research firm 10x Research.In a note to clients on Sunday, the firm said trading activity across Bitcoin (BTC) and Ethereum (ETH) has slowed to near the lowest levels of the current cycle. At the same time, different parts of the market are sending mixed signals, making prices appear stable even though the structure underneath is weakening.“ETF flows, stablecoin activity, and futures positioning are no longer aligned,” 10x Research wrote. “The market looks calm on the surface but increasingly fragile underneath.” Despite the muted backdrop, the firm said the odds are beginning to tilt slightly toward a bullish break out of Bitcoin’s January downtrend. However, it still warned that any move is likely to be sharp once it starts.<h2 class="st-heading-2">State Of Crypto Markets</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> recovered to $90,000 on Monday morning, up nearly 3% in the last 24 hours. On Stocktwits, retail sentiment around the apex cryptocurrency remained in ‘bearish’ territory over the past day, up from ‘extremely bearish’ last week. Chatter stayed at ‘low’ levels.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> climbed back above $3,000, rising 2.4% in the last 24 hours. Retail sentiment around the leading altcoin remained in ‘bearish’ territory over the past day as chatter dipped to ‘low’ from ‘normal’ levels.&nbsp;The overall cryptocurrency market capitalization rose back above $3 trillion after $80 billion was added in the past 12 hours.<h2 class="st-heading-2">Trading Activity Has Faded Across the Market</h2>According to data cited by 10x Research, overall crypto trading volumes are running about 30% below their long-term average. On Ethereum, gas fees have fallen into the fourth percentile historically, meaning they are lower than roughly 96% of past observations.In simple terms, fewer traders are active, fewer transactions are happening, and there is less capital moving through the system. That makes prices more sensitive, because it takes less buying or selling to push the market in either direction.<h2 class="st-heading-2">Derivatives Suggest Leverage Is Building Quietly</h2>Despite the lack of spot participation, leverage has not disappeared, 10x Research noted. It said that funding rates have drifted higher even as futures open interest has declined, suggesting risk is becoming concentrated among fewer traders.&nbsp;Bitcoin funding rates sit near the middle of their 12-month range, while Ethereum futures positioning remains elevated compared with recent price performance. According to 10x Research, this combination points to a thinner and less stable market structure.It added that implied volatility for both Bitcoin and Ethereum has dropped sharply into year-end, especially for near-term contracts. That suggests traders are selling volatility and reducing demand for short-term protection.The firm noted that, historically, similar periods of compressed volatility have often come just before markets break out of long periods of consolidation rather than continue drifting sideways.With year-end liquidity constraints set to ease and major macro events approaching in January, 10x Research warned that the current calm may not last. In past cycles, the return of liquidity after quiet periods has often brought higher volatility, not stability, the firm said.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-stocks-slip-while-bitcoin-ethereum-post-weekend-gains/cL75LVVREDW">MSTR, BMNR, And Other Crypto-Linked Stocks Slip While Bitcoin, Ethereum Post Weekend Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin, Ethereum Year-End Calm Leaves Crypto Vulnerable To January Shock, Says Analyst

10x Research said the odds are beginning to tilt slightly toward a bullish break out of Bitcoin’s January downtrend. 

<ul class="summary-bullets"><li>Bitcoin and Ethereum led declines in the last 24 hours ahead of a busy U.S. economic calendar.</li><li>The broader cryptocurrency market declined 2.1% over the same period, holding just above a $3 trillion total market capitalization.</li><li>CoinGlass data showed roughly $254 million in liquidations over the past 24 hours, with long positions accounting for most of the losses.</li></ul>Bitcoin (BTC) and Ethereum (ETH) led losses in early Tuesday trade as investors turned cautious ahead of a delayed third-quarter economic growth report and a heavy slate of U.S. data later in the session.The calendar includes third-quarter GDP, followed by durable goods orders, and industrial production – all three of which could indicate how the Federal Reserve may approach U.S. monetary policy ahead of the next meeting.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell 2.5% in the last 24 hours to $87,500, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> dipped 2.4% to $2,966 – slipping under the $3,000 mark. On Stocktwits, retail sentiment around Bitcoin remained in ‘extremely bearish’ territory over the past day, even as chatter rose to ‘normal’ from ‘low’ levels. Meanwhile, retail sentiment around Ethereum trended in ‘bearish’ territory over the past day, with chatter unchanged at ‘normal’ levels.<h2 class="st-heading-2">Traders Were Betting Crypto Prices Would Rise</h2>The broader crypto market fell 2.1% over the past 24 hours, holding just above a $3 trillion total market value. Liquidations totaled roughly $254 million, led by $192 million in long positions, while short liquidations accounted for about $62 million. Bitcoin, Ethereum, and Solana (SOL) recorded the largest forced liquidations, with losses concentrated on the long side in line with the wider market move.<h2 class="st-heading-2">Altcoins Remain Weak</h2>Among the top 10 cryptocurrencies by market capitalization, every token was in the red on Tuesday morning. Binance Coin (BNB) fell 1.9% in the last 24 hours, while Ripple’s native token XRP (XRP) and Solana each fell around 1.8%. Dogecoin (DOGE) dropped 1.4% for the day, and Cardano (ADA) fell 1.1%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-dip-sparks-biggest-corporate-buying-spree-since-july/cLepfuaREuI">Bitcoin’s Price Dip Sparks Biggest Corporate Buying Spree Since July As ETP Investors Pulled Back</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin symbol is seen on a money exchange point in Warsaw, Poland on March 26, 2023. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Bitcoin Dips, Ethereum Slides Under $3,000 As GDP Data, Fed Signals Come Into Focus 

Markets are focused on a delayed third-quarter GDP print, along with durable goods orders and industrial production data later in the session.

<ul class="summary-bullets"><li>Digital asset investment products saw $952 million in net outflows, the first weekly withdrawal in four weeks.</li><li>According to CoinShares’ weekly report, delays to the U.S. CLARITY Act prolonged regulatory uncertainty and weighed on sentiment.</li><li>On-chain data showed cooling Bitcoin network activity, with active addresses declining.</li></ul>Ethereum (ETH) outperformed Bitcoin (BTC) in early Monday trade, even as the crypto market faced renewed pressure from investor outflows and shifting macro signals tied to gold’s rally to record highs.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1.5% in the last 24 hours to over $3,000. On Stockitws, chatter increased to ‘normal’ from ‘low’ levels over the past day, but retail sentiment remained in the ‘bearish’ zone.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.6% higher to around $89,600 – still struggling to breach the $90,000 market. Retail sentiment on Stocktwits around the apex cryptocurrency remained in ‘extremely bearish’ territory over the past day, amid ‘low’ levels of chatter.Binance Coin (BNB) was also in the green, moving 0.3% higher in early morning trade on Monday.&nbsp; Solana (SOL) and Dogecoin (DOGE) both fell around 0.5%. Cardano (ADA) was down 1.3% and Ripple’s native token XRP (XRP) slid 1.4%.&nbsp;<h2 class="st-heading-2">Gold’s Rally Adds Pressure To Crypto Narrative</h2>Gold and other precious metals continued to climb in early morning trade on Monday, with spot gold and silver prices hitting&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/as-gold-silver-hit-fresh-record-high-peter-schiff-tests-bitcoin-conviction/cLeF5nKREtS">fresh intra-day record highs</a>. The <a href="https://stocktwits.com/symbol/GLD">SPDR Gold Shares ETF (GLD)</a> was among the top trending tickers on Stocktwits, at the time of writing. GLD rose as much as 1.75% in pre-market trade, with retail sentiment improving to 'bullish' from 'normal' territory over the past day, with chatter at 'high' levels.According to Bloomberg analyst Mike McGlone, the Bitcoin-Gold cross is hovering near critical support around 20x. Historically, sustained increases in the ratio have coincided with rising equity markets, he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mikemcglone11/status/2002790967758200979">post</a> on X. McGlone noted that the ratio’s stagnation since 2020, despite a resilient stock market, has raised questions about whether risk assets are nearing a turning point. Bitcoin’s price is currently trading nearly 30% below its record high of over $126,000, seen in October.<figure class="image"><a class="st-link-external" href="https://x.com/mikemcglone11/status/2002790967758200979" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:823/1092;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_22_053022_png_7e0a55f24c.webp" alt="Screenshot 2025-12-22 053022.png" width="823" height="1092"></a><figcaption>Source: @mikemcglone11/X</figcaption></figure><h2 class="st-heading-2">Bitcoin Activity Cools Amid Accumulation, Says Analyst</h2>On-chain data also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cryptoquant_com/status/2003041021572325471">pointed</a> to a slowdown in Bitcoin network activity. A CryptoQuant analyst noted that highly active addresses have declined, a pattern historically associated with trader and institutional retreat.“Historically, when highly active addresses shrink, it signals retreat by traders and institutions, reinforcing the transition into quiet accumulation phases that precede future volatility,” the analyst said. Such phases have often coincided with subdued price action before sharper moves later on, though the timing and direction remain uncertain.<figure class="image"><a class="st-link-external" href="https://x.com/cryptoquant_com/status/2003041021572325471" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:839/765;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_22_053010_png_fdba553cfb.webp" alt="Screenshot 2025-12-22 053010.png" width="839" height="765"></a><figcaption>Source: @cryptoquant_com/@gugaonchain/X</figcaption></figure><h2 class="st-heading-2">Crypto Funds See First Weekly Outflows In A Month</h2>Digital asset investment products&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-solana-spot-et-fs-lead-in-weekly-inflows-as-bitcoin-ethereum-face-outflows/cLeF4RCREtN">recorded</a> $952 million in net outflows last week, marking the first weekly withdrawal in four weeks, according to CoinShares&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://researchblog.coinshares.com/volume-265-digital-asset-fund-flows-weekly-report-23e4dda9f8ad">weekly</a> report.&nbsp;The report said the pullback was largely driven by delays in the U.S. CLARITY Act, which has extended regulatory uncertainty for crypto markets, and concerns about potential selling by large holders. According to White House AI and Crypto Czar, David Sacks, it is now&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-to-gain-as-crypto-czar-david-sacks-says-clarity-act-in-january/cLei0SeRErm">expected</a> to pass in January.&nbsp;Ethereum led the outflows, shedding $555 million, while Bitcoin products saw $460 million exit. In contrast, Solana and XRP bucked the trend, posting inflows of $48.5 million and $62.9 million, respectively.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-s-bmnr-reportedly-adds-over-13-000-eth-in-40-million-buy-pushing-holdings-toward-4-m-tokens/cLeFaSHREtq">Tom Lee’s BMNR Reportedly Adds Over 13,000 ETH In $40 Million Buy – Pushing Holdings Toward 4M Tokens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum Holds Up Better Than Bitcoin Amid Gold’s Record Rally

Bloomberg analyst Mike McGlone noted that Bitcoin’s performance versus gold has remained flat since 2020, raising questions about risk appetite.

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