Bitcoin Realized Loss Reaches $4.5 Billion, Highest in Three Years

Update: On January 26, onchainschool.pro monitoring reports $2.1M worth of OWL tokens transferred from the team wallet to three distinct wallets in the past two hours. One of those wallets has begun distributing the tokens: over $900K in OWL sent to 10 new wallets.

ARK Invest purchased a total of approximately $21.5 million worth of stocks across Coinbase (COIN), Circle Internet (CRCL), and Bullish (BLSH) last Friday (January 26), marking its first simultaneous acquisition of the three firms since mid-December 2023. The transaction broke down as follows: ~129,400 shares of Circle (valued at ~$9.2 million), ~42,200 shares of Coinbase (~$9.15 million), and ~88,500 shares of Bullish (~$3.17 million), per CoinDesk.

As of January 26, data from BitcoinTreasuries.NET reveals that Japan’s fifth-largest bank, Sumitomo Mitsui Trust Group—with $633 billion in assets under management—holds 606,629 shares of MicroStrategy (MSTR), valued at roughly $96.6 million.

On January 26th, data from the Coinbob Popular Address Monitor (link: https://t.me/Coinbob_track_CN) shows that over the past 7 hours, the "Silver Iron Head Air Force" whale address (0x61c...) has once again expanded its short position in 20x leveraged xyz:SILVER (Silver Mapping Contract). Following this additional leverage, the address’s total short position now stands at $35.5 million, with an average entry price of roughly $93.17. It currently faces a floating loss of around $5.1 million (85%), and its liquidation price is set at $125. In recent days, the address has deposited approximately $6.6 million into Hyperliquid, primarily to lower the average cost of its xyz:SILVER short position. Over the past few days, it has added more than $15 million to its position in total, making it one of the largest on-chain silver shorts.

On January 26, real-world asset (RWA) tokenization platform OpenEden announced a partnership with FalconX to launch PRISM—a tokenized multi-strategy yield investment portfolio built to deliver stable returns with low correlation to cryptocurrency prices. The product will fully launch in February 2026, and its presale is now open.

On January 26th, Peter Brandt—renowned trader and chart analyst who accurately called the 2018 Bitcoin crash—posted that the Bitcoin bear market channel has completed and issued another sell signal. He also noted the chart could shift at any moment; Bitcoin would need to climb to $93,000 to negate the signal.