Aave DeFi Loan Market Share Surpasses 50%, Current TVL $35.833 Billion

**Quick Update** Charles Edwards, founder of Capriole (a Bitcoin and digital asset quant fund), stated: - During crypto market recoveries, retail investors aren’t key. Gold’s market cap is over 10x Bitcoin’s, and institutional fund inflows are what drive Bitcoin prices higher. - For Bitcoin to see a true surge, we must eliminate obvious, significant risks to boost institutional allocation willingness. The only core headwind for Bitcoin right now is quantum computing.

Jan. 14: BitMEX Co-Founder Arthur Hayes Calls for a ZEC Long: "It’s time for ZEC to rise to $1."

Jan 14 Per Coinbob Popular Address Monitor (https://t.me/Coinbob_track_CN), key whale position updates: 1. **BTC OG Insider Whale** - Held ETH long positions for over 1 month (unrealized profit remains). - Total unrealized profit: $47M - Main holding: ETH long ($36.6M unrealized, +27%), avg price $3,147, position size ~$670M - Also holds BTC/SOL longs; total position ~$845M (1st in ETH/SOL longs on Hyperliquid) - Funding fees loss: $6.46M (over 30 days of holding) 2. **CZ Counterparty** - Turned profitable overall - ETH long: $7.9M profit, position ~$190M, avg $3,190 - XRP long: Still in loss ($5.8M), position ~$83M - Total position ~$280M (1st in XRP longs, 2nd in ETH longs on Hyperliquid) 3. **ZEC Largest Short** - Closed large ZEC/MON shorts today; fully closed stop-loss BTC short - ZEC short size: Cut from ~$17M to $5.4M (avg $419) - MON short size: Reduced to $3.8M - Total short position ~$173M (largest on

On January 14, LookOnChain monitoring data reveals a whale—who previously sold 255 Bitcoins and has amassed total profits of $24.5 million—has flipped from long to short positions with 20x leverage. The whale’s holdings include: - 464.28 BTC (valued at $44.1 million) - 6,606.66 ETH (valued at $22 million) - 54,281 SOL (valued at $7.8 million)

January 14: Onchain Lens monitoring shows DWF Labs withdrew 6.93 million FXS from Binance, valued at $5.41 million.

On January 14, per LookOnChain monitoring data, a whale transferred 282.17 BTC (valued at $26.33 million) to an exchange to swap for 8,098 ETH.