CZ Retweet: "Rich Bank Buying Bitcoin," Says U.S. Bank Continues to Accumulate During Retail Panic Selling

Jan. 11 — Meme coins Hakimi and Laozi surged over 20% in short-term trading Wednesday, driven by news of the BSC Foundation’s buy-in, according to GMGN market data.

Jan 11 — On-chain analyst Auntie AI (@ai_9684xtpa) reports the BSC Foundation has purchased $50,000 worth of "Hakimi" tokens just two minutes ago, now its 6th largest holding.

Jan. 11 data from Barchart shows the current Buffett Indicator—total U.S. stock market capitalization-to-GDP ratio—stands at roughly 223% to 224%, with some sources even pegging it near 230%. That’s an all-time high, exceeding peaks of the 2000 dot-com bubble (≈150%) and the 2021 post-pandemic high. Historically, the indicator’s long-term average (since 1970) is about 80% to 100%, while 100% to 120% is considered a relatively normal "fair value" range. The Buffett Indicator is one of Warren Buffett’s most trusted broad market valuation metrics; he’s called it the "single best measure of where valuations stand at any given moment."

Crypto analyst CW notes that data on whale positions on Bitfinex shows the platform’s Bitcoin long positions total roughly 72,000 BTC, while short positions are just 286 BTC. A similar scenario unfolded in April last year, when Bitcoin hit its annual low of $74,000. CW says the current position distribution signals Bitfinex whales are bullish on the market’s future.

On-chain analyst Ai Auntie (@ai_9684xtpa) noted on Jan 11 that the whale address 0x69b...0e378 has expanded its swing trading ETH position to 3,100 ETH in this cycle. Five hours ago, the address completed its third withdrawal of 503.01 ETH from Binance. Over the past two days, it has accumulated a total of $9,543,000 worth of ETH, with an average withdrawal price of $3,078.5. The $9,570,000 in USDT the address deposited to Binance two days ago should now be fully deployed to build this ETH position.

Jan. 11 — Nikita Bier, X Product Lead and Solana Advisor, posted on the platform noting a common belief circulating on Crypto Twitter (CT) since last October: users must reply hundreds of times daily to grow their accounts. Bier explained each post consumes daily "influence," and since the average user scrolls just 20–30 posts per day, the platform can’t show all a user’s posts to every follower. This leads CT users to waste their influence on hundreds of "gm" replies, leaving few followers to see substantial content like project announcements. He attributed CT’s decline to user behavior, not algorithmic issues, saying: "Crypto Twitter is dying from suicide." The post sparked community dissatisfaction. LedgArt co-founder KALEO argued Bier failed to take a user-centric approach to support growth and long-term engagement, and attempted to stifle X’s crypto community. KALEO called for Bier’s immediate resignation; Bier has since deleted the related posts.