InspiredAnalyst

Major BTC investors are not buying the dip. The number of addresses holding 1-10 thousand BTC has decreased by 220 thousand BTC on an annualized basis, which is the fastest decline since the beginning of 2023.

🚨 $310M BET ON THE UPSIDE
The same whale who earlier dumped 255 BTC to go short has now fully flipped bullish.
Fresh long positions opened:
• 1,210 BTC — $109.5M
• 32,474 ETH — $100.6M
• 503,778 SOL — $69.9M
• 14.26M XRP — $29.9M

Pakistan just outpaced major global hubs in crypto licensing speed:
🇵🇰 Pakistan: 5 months
🇦🇪 Dubai: ~2 years
🇦🇪 Abu Dhabi: ~2 years
🇭🇰 Hong Kong: ~3.5 years
Regulation doesn’t have to be slow, it just has to be decisive.

Blackrock has withdrawn 1,475 $BTC ($134.23M) and 3,878 $ETH ($12.09M) from Coinbase in the past 7 hours.

Next few hours = pure volatility 🚨
• U.S. jobs data at 8:30 AM ET
• Supreme Court tariff ruling at 10:00 AM ET
Higher unemployment → recession fears
Lower unemployment → rate cuts likely delayed
No clean outcome here.
On top of that, Trump just ordered $200B in mortgage bond purchases
→ QE-like move to cool mortgage rates
→ clear stimulus vibes in a midterm year
Markets are heading into a big, headline-driven Friday

Feels honored to be invited by Creators HQ as a guest for world’s largest content creator summit in Dubai
#1billionsummit #creatorshq

May you receive this email by the end of January. Amen sum amen 🙏
Nobody deserves to be unemployed in this economy

Nobody saw this coming Zcash $ZEC dev team quits over governance clash, launches new company, token is dumping really bad.

Last bear market
$SOL went from $259 to $9
Can this happen again?

some kid turned $0.79 into $858k. This is unbelievable 😮
Possible?

Potential bearish news
Tomorrow, the Supreme Court will rule on whether Trump-era tariffs are illegal.
If the Court decides that the IEEPA-based tariffs are unlawful, the U.S. government could be forced to refund over $133.5B in duties to importers.
According to Polymarket, there’s currently a ~75% probability that the tariffs are ruled illegal.
It’s impossible to know the market’s exact reaction:
• Markets could initially react positively, as tariffs are generally seen as negative for growth
• Or they could focus on the massive refund obligation for the U.S. government and turn risk-off (mor

CME gap filled for BTC
Around $100M worth of crypto longs have been liquidated in the past 60 minutes
Trump announced a plan to ban large institutional investors from buying single-family homes, which may have caused some short-term market moves
➡️ realistically, this represents roughly 3% of the market, so the long-term impact should be limited
This looks more like mid-term election positioning and populism than a true market-moving policy
Historically, mid-term years are tricky for markets, and volatility is nothing new in this phase.
Let’s see if BTC can hold above $90k and reclaim higher

What I love the most about Dubai so far:
-Business opportunities
-Connections
-Safety
-Food
-Religious or Party..you get both options
-Easy to travel anywhere in the world as Dubai is the hub
-Growth mindset of its leadership
-Booming property market
-Huge community of desis
-You don’t feel lonely
Am I missing anything else?

US stock market made a new ATH.
🇺🇸 S&P 500 futures hit 7,000 for the first time ever.