On-chain Evening Recap: Whale Rebalancing Shows Defensive Stance, Increase in Short Positions

On January 22, on-chain analyst Ai Auntie (@ai_9684xtpa) reported that the largest BTC short address on Hyperliquid has added another $11.87 million in BTC and ETH positions—positions now in a liquidation state with a margin utilization rate of 106.5%. As of press time, the address holds $276 million in total short positions across BTC, ETH, HYPE, PEPE, and XMR. BTC makes up 54% of the portfolio, with a liquidation price of $92,315.4; ETH accounts for 36%, with a liquidation price of $3,107.88. The address has an unrealized profit of $5.62 million.

January 22 — Chainlink announced today that it has acquired Atlas, an on-chain order flow infrastructure provider, and will integrate Atlas’s core team. The company plans to incorporate Atlas’s order flow technology into its Secure Value Recovery (SVR) solution, aiming to speed up SVR’s expansion into additional blockchain ecosystems and boost revenue for DeFi protocols.

On January 22, Binance founder CZ responded to a community question about "when he would meet President Trump," saying this was the closest he’s come to President Trump at the World Economic Forum in Davos. No prior arrangement, no conversation—he just attended the Peace Committee meeting. The meeting was very exciting; congratulations on the Gaza peace agreement and the other 8 peace deals reached in less than a year.

Jan. 22 — Coinbase today announced the launch of a Quantum Computing and Blockchain Independent Advisory Board to address future quantum threats. Comprising world-renowned experts, the board aims to assess quantum computing’s impact on the blockchain ecosystem and provide clear, independent guidance to the broader community. It will publish a position paper on quantum risk, offering defense recommendations for developers and institutions and real-time analysis of technological breakthroughs. Coinbase noted the board is part of its post-quantum security roadmap, alongside other initiatives: updates to Bitcoin address handling, internal key management systems, and progress on supporting post-quantum signatures (such as ML-DSA) in multi-party computation (MPC) systems. The board is slated to release its first position paper on quantum risk assessment and resilience roadmap early next year. Board members include: - Scott Aaronson, Director of the University of Texas at Austin’s

January 22 Shortly after Donald Trump’s comments on the “Greenland and Entire Arctic Region Future Agreement Framework,” the U.S. will be able to establish any number of military bases in Greenland and secure all necessary military transit routes on the island. Market reports note the agreement includes missile deployments, mining rights, and NATO-related matters, paving the way for an expanded NATO footprint in the region. The previous day, following a meeting with NATO Secretary General Jens Stoltenberg, Trump unveiled his “Greenland Agreement Framework,” explicitly stating: “I don’t want to use force, and I won’t use force.” He emphasized the issue centers on Arctic security cooperation, noting the U.S. will gain “greater military presence and mineral access rights” and mentioning the “Golden Dome” missile defense system as part of the partnership.

On January 22, open-source AI platform Sentient announced the launch of its SENT token airdrop. All eligible users who completed airdrop registration may connect their registered wallet to claim their token allocation.