Yesterday, the US Spot Bitcoin ETF saw a net outflow of $103.5 million, marking the fourth consecutive day of net outflows.

As of Jan. 24, monitoring from Hyperinsight (via its Telegram channel @HyperInsight) shows Huang Licheng—nicknamed "Brother Horse"—holds an unrealized profit of $60,000 on his Ethereum (ETH) long position. He entered the position with 25x leverage, going long 6,000 ETH at an entry price of $2,948.75, with a liquidation price of $2,889.12. Notably, the address has lost $3.86 million in the past week, pushing its total losses to $22.78 million.

January 24 — GameStop has transferred all 4,710 Bitcoin holdings to Coinbase Prime, sparking market speculation about a potential sale of its crypto assets. The Bitcoin is currently valued at approximately $422 million. This transfer “likely signals preparation for a sale.” If sold at roughly $90,800 per Bitcoin, GameStop could realize an approximate $76 million book loss. Previously, the company acquired the Bitcoin in batches at an average price of $107,900 per Bitcoin in May of this year. To date, GameStop has not publicly addressed whether it will sell the Bitcoin.

Jan. 24 — The Ethereum Foundation (EF) has made post-quantum security its top strategic priority. The organization announced the launch of a dedicated post-quantum team led by Thomas Coratger, with support from leanVM cryptographer Emile. Researcher Justin Drake noted that Ethereum is shifting from long-term background research to active engineering efforts, including hosting biweekly Post-Quantum Transaction Developer Calls and running a multi-client Post-Quantum Consensus Testnet. The EF is also ramping up funding and community engagement, planning to roll out two $1 million cryptography grants and host multiple post-quantum-focused community events and educational initiatives by 2026. The foundation emphasized that while the quantum threat remains a medium- to long-term risk, blockchains must plan ahead to ensure wallet security and smooth network upgrades.

Per Coinglass data as of January 24th, the total net inflow of ETH across centralized exchanges (CEX) reached 15,600 in the past 24 hours. The top three CEX by ETH inflow are: - Binance: 9,262.76 ETH - Coinbase Pro: 4,557.64 ETH - Bithumb: 4,289.52 ETH Additionally, Gemini led the outflow list with a net outflow of 8,521.05 ETH.

On January 24th, Daniel Li—founder of Liquid Capital (formerly LD Capital)—forwarded a note from BlackRock’s 2026 Thematic Outlook Report, which highlights Ethereum is poised to be a key beneficiary of asset tokenization (currently ~65% of tokenized assets are deployed on the Ethereum network). Li stated: “The globalization of stablecoins and top beneficiary of on-chain finance is ETH—these are crypto’s biggest real-world application opportunities. Short-term consolidation near the bottom is a normal process. Lately, our daily focus has been buying more ETH on dips and actively engaging with ETH capital platforms to help them grow their capital and boost our ETH holdings. Only through hands-on work and going long can we achieve the ultimate great outcome.”

**January 24 Update** Per AI Auntie’s monitoring, an Ethereum whale—who dollar-cost averaged (DCA) 6,411.4 ETH at $3,873 apiece near last year’s high (and previously bought the dip between $4,479 and $2,813)—has started placing stop-loss orders. Eight hours ago, address 0xbE3…9A42a deposited 1,999 ETH (≈$5.928M) to a trading platform. A full sale would trigger a potential $1.815M loss (tied to the $2,965.70 deposit price per ETH). The whale currently holds 3,803 ETH, with an unrealized loss of $3.457M.