During the market recovery, Chinese meme coins on the BSC chain experienced a pullback, with the market cap of tokens such as "Dark Horse" and "Life KPI" halved.

**Arthur Hayes on Bitcoin, USD Liquidity & 2026 Outlook (Jan 15)** In his latest post *Frowny Cloud*, Arthur Hayes shared the following analysis: - Bitcoin’s 2025 performance, while less stellar than gold, met expectations—it delivered on its core purpose. - Bitcoin’s 2025 underperformance was purely a liquidity story: it dropped alongside falling USD liquidity. Gold and the Nasdaq rallied against the tide due to stronger non-liquidity drivers: sovereign de-dollarization and AI quasi-nationalization. - If USD liquidity expands sharply in 2026 (as expected: Fed restarts money printing, commercial banks strategically lend to key industries, real estate re-leverages), Bitcoin’s rebound will be aggressive. - Current take: Trump will aggressively push credit expansion to “supercharge the economy” — a red-hot economy would boost the GOP’s November re-election chances. USD credit is poised to grow via three channels: ? Fed balance sheet expansion (money printing) ? Commerci

January 15: Per Hyperinsight analytics (via its Telegram channel at https://t.me/HyperInsight), the "Lightning Hand" whale wallet (0x50b30) currently holds a 557.5 BTC long position with 20x leverage. The average entry price is $96,981.9, and the position has an unrealized loss of $650,000.

**January 15th Crypto Whale Updates (per Coinbob Popular Address Monitor data)** 1. **BTC OG Insider Whale** Unrealized gains remain unchanged at $39 million overall. - Main holding: ETH long position ($27.8M gain, avg entry $3147, ~$670M position size) - Also holds BTC & SOL longs; total account position ~$837M - Now top holder of ETH/SOL longs on Hyperliquid (positions held >30 days) 2. **CZ Whale** Account flipped from profit to loss, but ETH long remains profitable: - ETH long: $5.3M unrealized gain, ~$190M position, avg entry $3190 - XRP long: $8M unrealized loss, ~$82M position - Total account size ~$280M; largest XRP long + 2nd-largest ETH long on Hyperliquid 3. **ZEC Largest Short** Continued spot buying to hedge FARTCOIN contract shorts (last night/this morning): - Total spot + contract hedging: ~$6.4M - Also closing WLFI short positions - Current total short position ~$174M; largest on-chain ETH short 4.

As of January 15th, per Coinglass data: - If Bitcoin falls below $94,000, the cumulative long liquidation strength across major centralized exchanges (CEXs) will reach $1.556 billion. - Conversely, if Bitcoin rises above $98,000, the cumulative short liquidation strength across major CEXs will hit $749 million. BlockBeats Note: The liquidation chart does not display the exact number of contracts at risk of liquidation or the precise value of those contracts. Instead, its columns reflect how significant each liquidation cluster is relative to adjacent clusters—this is defined as “strength.” Accordingly, the chart indicates the magnitude of impact a given price level will trigger. A taller column signals the price hitting that level will spark a more pronounced reaction driven by a liquidity cascade.

On January 15, per monitoring data from GMGN (link: https://gmgn.ai/r/m4TE56o8), the first Chinese meme coin “An” on the BNB Chain (BSC) to utilize a $1 stablecoin pool briefly hit a market cap above $50 million. It currently sits at $47.92 million, posting a 37.15% 24-hour gain. Its liquidity pool remains relatively shallow, at roughly $670,000. BlockBeats advises users that meme coin trading is extremely volatile, largely fueled by market sentiment and hype, with no inherent value or practical use case. Investors should exercise caution and be mindful of the risks involved.