Fusion: Arbitrum Network USDC Fusion Optimizer Treasury Hacked, $336,000 Lost

On Jan 8, data from the **Coinbob Popular Address Monitor** (via its Telegram channel: https://t.me/Coinbob_track_CN) reveals key updates on crypto whale positions across platforms (notably Hyperliquid): ### 1. BTC OG Insider Whale Total unrealized gains *shrank* from $27M to $7.8M. - **Main holding**: ETH long position ($4.8M gain, +3.7%; avg. $3,147; ~$660M size) - **BTC long**: Now underwater (avg. $91,500; ~$170k unrealized loss) - **Total position**: ~$806M; currently the **#1 long position holder** for ETH/BTC/SOL on Hyperliquid. ### 2. CZ Opponent’s Position ETH long *flipped from profit to loss*: ~$1.08M unrealized loss; ~$181M size (avg. $3,190). - Also holds XRP long (~$84.4M size; ~$4.62M unrealized loss) — now the **largest XRP long** and **2nd-largest ETH long** on Hyperliquid (no rebalancing yet). ### 3. ZEC Largest Short Continued realizing **MON short profits** (~$1.4M total) overnight/this morning, while adding to WLFI short (~$700k; avg. $0.169).

On January 8, CryptoQuant CEO Ki Young Ju posted on social media that with liquidity channels now more diversified, timing fund inflows is meaningless. Long-term Bitcoin-holding institutions have ended the old "whale dump" cycle. Strategy, which holds 673,000 BTC, will not sell any large portion of its holdings. Funds have only gone into stocks and precious metals. "I don’t think Bitcoin will fall more than 50% below its all-time high (ATH) like in past bear markets—it may only consolidate in the coming months."

On January 8th, LookOnChain monitoring reported that four newly created wallets on Polymarket predicted the U.S. will strike Iran by January 31, 2026—and made no other predictions.

**Jan 8: Bitcoin Net Taker Volume Hits -$19M (25hr MA) — Strongest Sell Pressure Since Dec 23** According to analyst Maartunn, Bitcoin’s 25-hour moving average Net Taker Volume has reached -$19 million, marking the strongest selling pressure seen since December 23. This signals sellers are in control of the short-term market. Note: Net Taker Volume calculates the gap between market order buy and sell volumes. A negative reading reflects aggressive selling activity, and the metric is widely used to gauge short-term market sentiment.

On January 8 — Per Onchain Lens monitoring, BitMine restaked 19,200 ETH worth $60.85 million just 20 minutes ago. The firm’s total staked ETH balance now stands at 827,008 tokens, valued at $2.62 billion.

Jan 8: Polycule was hacked, with $230k in user funds affected, per official sources. The bot is currently offline, and patching and auditing work will wrap up by the weekend. Polycule, launched by PMX Trade, previously secured investment from AllianceDAO.