Don’t trust the headline “whales are buying” — much of the huge on-chain inflows were exchange housekeeping (cold wallet consolidation), not fresh accumulation by true long-term holders. That means price moves tied to “whale alerts” may be noise, not conviction. �

Whale Alert

Still — some whale cohorts DID buy into the $80k range over December, so the market’s tug-of-war is real: exchanges consolidating while other big wallets quietly accumulate. Watch cohort flows, not single transfers.

Coindesk

Regulatory inflection: Binance goes live under ADGM-regulated entities right now — a potential catalyst for cleaner fiat rails and more institutional capital if custody/clearing actually smooths out. This isn’t just PR; watch flow volumes and new institutional order book depth. �

ADGM

Technical/infra angle to trade: ZKsync Lite is being retired in 2026 — that’s a free-up of engineering talent and liquidity that could accelerate migrations to ZKsync Era, other zk-rollups, and new token rotations. Keep an eye on L2 token action and developer hires. �

CoinMarketCap

Security reminder that will affect retail sentiment: FBI reports record $333M lost via Bitcoin ATM scams in 2025 — more education & AML steps are incoming, and retail fear can amplify volatility. Protect newcomers. �