「Strategy Opponent Liquidity Offload」 reduced positions and took profits in SOL, ZEC, and other assets, with over $4 million in realized gains.
On January 9, per Coinbob's Hot Address Tracker (https://t.me/Coinbob_track_CN), the whale address 0x94d—dubbed the "Strategy Whale Opponent"—has been steadily cutting partial long positions across tokens including SOL, ZEC, PUMP, and HYPE.
As of press time, the address has liquidated roughly $4 million in positions, trimming its total holdings to around $352 million, and is still selling. It has fully closed all HYPE long positions.
The address began accumulating assets in December 2023 with an initial balance of ~$20 million, then gradually built short positions in mainstream coins like BTC and ETH. Since its trading direction opposes that of MicroStrategy—the publicly traded firm consistently buying BTC—the market sees this address as a clear on-chain opponent.
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VanEck: Bitcoin Could Hit $2.9 Million by 2050
On January 9, VanEck released a new report on Bitcoin’s Long-Term Capital Market Assumptions, projecting robust growth for Bitcoin over the next few decades and outlining how institutional investors could allocate the asset in diversified portfolios.
Authored by VanEck’s Digital Asset Research Director Matthew Sigel and Senior Analyst Patrick Bush, the report forecasts Bitcoin will hit $2.9 million per coin by 2050 in its base-case scenario—implying a ~15% compound annual growth rate (CAGR) from current prices. The model assumes Bitcoin will capture 5–10% of global trade and become a central bank reserve asset, making up 2.5% of their balance sheets.
In a conservative (bear market) scenario, Bitcoin’s annual growth would slow to just 2%, reaching ~$130,000 per coin by 2050. For an extreme bullish “super Bitcoinization” case—where Bitcoin represents 20% of global trade and 10% of GDP—each coin could theoretically hit $53.4 million, translating to a 29% CAGR.
The report highligh
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Vitalik Supports Roman Storm: Strong Believer in Privacy and Actively Uses Privacy Tools
On January 9, Ethereum co-founder Vitalik Buterin shared a message stating:
“From the start, I’ve supported Tornado Cash co-founder Roman Storm’s work—both because I believe privacy is important and because I actively use privacy tools, including those he built. Many people assume by default that personal privacy can be violated by the public, and that governments, law enforcement, and intelligence agencies should have access to everyone’s information to ensure security. I firmly reject this idea. In reality, government databases are often hacked, and the data frequently ends up in the hands of hostile foreign actors. I’ve personally used his software to make transactions, and when I buy software for personal use, I don’t want my name on the company’s records. His apps still run smoothly even years after development stopped.”
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Infinex Public Sale will end in 23 hours, currently raised approximately $3.18 million
On January 9th, the public sale for cross-chain aggregation DeFi platform Infinex is set to end in 23 hours. The project has raised roughly $3.18 million to date, hitting 63.6% of its $5 million fundraising target.
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Analysis: Bitcoin ETF has seen a cumulative net outflow of $1.128 billion over the past three trading days, reflecting a lack of confidence from investors.
Bitcoin ETFs kicked off 2026 with a strong start, drawing over $1 billion in net inflows in their first two trading days, CoinDesk reported on January 9. Analysts noted this signals a rebound in investor risk appetite.
However, the funds have since posted a cumulative net outflow of $1.128 billion over the past three trading days—nearly offsetting the $1.16 billion in net inflows from their first two sessions of the year.
Put simply, Bitcoin ETFs’ net capital flows are nearly flat year-to-date, with initial optimism giving way to actual asset performance. This trend signals lukewarm confidence among institutional investors, dimming the bullish outlook tied to the early-month inflows.
Upcoming U.S. employment data and a Supreme Court ruling could further sway market dynamics and investor sentiment, with volatility likely to pick up later Friday.
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