Santiment Re-poster

📺 Please take a look at our newly uploaded episode of This Week in Crypto. Although the week presented significant difficulties regarding the drama surrounding Coinbase and Binance, it wrapped up successfully with a lift across the market tied to the CPI. We cover all the details in the video below and appreciate your viewership. https://www.youtube.com/watch?v=7aUnTiAOsDM

Traders have turned their attention to investigating the transparency of the biggest entities in crypto following the mass liquidations reported on October 10, 2025. Our latest in-depth analysis reviews the drama and alleged questionable practices that have surfaced. We also explore how the current landscape has prompted the community to revolt against the world's largest exchange.

The cryptocurrency sector faced continued downward pressure on Thursday. When looking at the last seven days, the collective market capitalization has fallen by -2.2%, and trading activity has seen a sharp reduction, with volumes dropping -60.8% against the prior week. Despite the slump, distinct movements in the altcoin sector are providing opportunities for swing traders. We are seeing positive performance from $TON at +4%, followed by $WLFI at +3% and $TAO at +2%. Although these increases may seem minor at the moment, tokens that demonstrate growth during such sluggish periods are frequently the primary outperformers once the market turns around. A recovery rally is inevitable, and it will likely emerge when expectations are lowest.

In our newest video release, we speak with @thinkingcrypto about the heavy negative sentiment and poor returns observed recently. We break down how these factors are actually signaling an inbound crypto relief rally that we anticipate will be at least mild. View the complete analysis here: https://www.youtube.com/watch?v=n8ic0L5Tz9U

A continuación, presentamos los proyectos líderes dentro del ecosistema Solana, clasificados según sus niveles de actividad de desarrollo. Los símbolos direccionales que acompañan a cada entrada indican si la posición del proyecto ha mejorado, disminuido o permanecido constante en comparación con el mes anterior:

➡️ 1) @chainlink $LINK 🥇
➡️ 2) @solana $SOL 🥈
➡️ 3) @wormholefdn $W 🥉
➡️ 4) @swarms_corp $SWARMS
📈 5) @driftprotocol $DRIFT
📉 6) @pythnetwork $PYTH
📈 7) @jito_sol $JTO
📈 8) @helium $HNT
📉 9) @meteoraag $MET
➡️ 10) @marinadefinance $MNDE

Para entender cómo @santimentfeed utiliza datos de eventos de github mejorados para rastrear objetivamente la actividad de desarrollo, por favor revise nuestra metodología detallada aquí: https://t.co/hPpga2LHWZ

También está invitado a seguir la lista de vigilancia del ecosistema Solana a continuación para evaluar qué iniciativas se están destacando en función de los esfuerzos de desarrollo y otros métricas esenciales:

We are highlighting the premier Lending projects in the crypto space based on their current development status. This feature comes from our latest screener, and we plan to keep you apprised of how their GitHub activity evolves over time:

1) @radworks_ $RAD
2) @curvefinance $CRV (On Ethereum)
3) @curvefinance $CRV (On Arbitrum)
4) @litprotocol $LITKEY
5) @nillion $NIL
6) @succinctlabs $PROVE
7) @availproject $AVAIL
8) @api3dao #API3
9) @doublezero #2Z
10) @poktnetwork $POKT

Discover why this data is vital for crypto trading and understand the @santimentfeed methodology for sourcing GitHub activity from project repositories: https://t.co/hPpga2LHWZ

Gain insights that others in the market miss by bookmarking our new Lending project screener:

A menudo es útil dar un paso atrás y ver el panorama más amplio cuando la incertidumbre golpea. A diferencia del optimismo y el entusiasmo por las compras que hemos observado tras los desplomes del mercado en el pasado, las discusiones actuales son abrumadoramente pesimistas, con conversaciones sobre ventas que superan las habituales narrativas de comprar en la caída.

Dada la actual volatilidad e imprevisibilidad en la política global, el sentimiento en las redes sociales sugiere una clara falta de confianza en la reciente recuperación de Bitcoin. A pesar de que el activo ha rebotado aproximadamente un +10% desde que cayó a $60K la semana pasada, la comunidad sigue siendo en gran medida escéptica sobre este movimiento ascendente.

La historia del mercado sugiere que cuando el FUD es el principal impulsor del comportamiento de los traders, hay una posibilidad significativamente mayor de que los precios sigan subiendo. Solo advertiríamos que la participación minorista podría llevar a que los valores bajen si comenzamos a presenciar un regreso del FOMO. Sin embargo, tal cambio en la psicología generalmente requiere otro rally significativo para materializarse.

Aunque Pepe ha visto caer su valor de mercado aproximadamente un -73% desde que alcanzó su pico hace poco menos de 9 meses, los principales interesados están mostrando un renovado interés. A partir de hace 4 meses, coincidiendo con el colapso general del mercado en octubre, las 100 principales billeteras cambiaron su enfoque. Desde ese período, estas cuentas han acumulado colectivamente 23.02T $PEPE. Tal actividad de dinero inteligente es a menudo un factor crucial para ayudar a las altcoins a cambiar de dirección y embarcarse en rallys significativos. A pesar de que el sentimiento minorista actual hacia las monedas meme y Pepe sigue siendo muy bajista, los activos que experimentan una acumulación sustancial están listos para otro despegue. Esto probablemente ocurrirá una vez que Bitcoin establezca un impulso alcista sostenido.

Despite Bitcoin recovering from its decline to $60.0K last week, market participants appear to be gripping onto extreme anxiety. An analysis of social platforms highlights a massive skew in sentiment, with bearish posts vastly outnumbering bullish ones. This lingering pessimism among the crowd suggests that everyday retail investors are too fearful to buy at current valuations. Conversely, this environment allows large $BTC stakeholders to accumulate assets with minimal market resistance. Historically speaking, when FUD reaches such high levels, the likelihood of a price bounce tends to increase significantly.

Navigating the market volatility of 2026 makes it difficult to select the right opportunities during a downturn. Our most recent publication highlights simple, reliable metrics to help you identify optimal entry points when asset values drop. We invite you to read the full report below.

https://app.santiment.net/insights/read/deep-dive-finding-buy-signals-while-feeling-rock-bottom-10543?utm_source=x&utm_medium=post&utm_campaign=x_deep_dive_finding_buy_signals_b_020926?fpr=twitter

Traders appear to be approaching capitulation, with $SOL seeing its market cap decline by -62% during the past four months. Simultaneously, Solana ETFs quietly recorded -$11.9M in outflows, which constitutes the 2nd biggest exit of money ever. It is worth remembering that major outflows are historically considered a bottom signal.

Below, we present the top-ranked cryptocurrency assets distinguished by high levels of development activity throughout the last 30 days. The arrows provided illustrate the upward, downward, or neutral shift in rank for each project relative to the preceding month:

➡️ 1) @metamask $mUSD 🥇
📈 2) @hedera $HBAR 🥈
📈 3) @dfinity $ICP 🥉
📈 4) @chainlink $LINK
📉 5) @starknet $STRK
📈 6) @cardano $ADA
📉 7) @safe $SAFE
📈 8) @deepbookonsui $DEEP
📈 9) @suinetwork $SUI
📈 10) @aptos $APT

We encourage you to review the @santimentfeed methodology to learn how we aggregate GitHub activity from project repositories. This documentation clarifies why tracking these figures is crucial for effective crypto research, trading strategies, and investment planning: https://t.co/hPpga2LHWZ

Feel free to utilize our data screener whenever you like to organize results by development activity or to spot various other bullish and bearish trends.

Our regular monthly analysis has officially resumed. If you missed our latest update, we have compiled a detailed examination of the volatility seen throughout January 2026. You can find the full insights at the link below.

https://app.santiment.net/insights/read/january-2026-monthly-report-10536?utm_source=x&utm_medium=post&utm_campaign=x_january_monthly_report_b_020626?fpr=twitter

We are introducing a fresh screener designed to track the leading Layer 2 cryptocurrency projects based on development progress. Our team is committed to keeping you informed about changes in their GitHub activity levels over time.

The current leaders are:

1) @starknet $STRK
2) @arbitrum $ARB
3) @zksync $ZK
4) @optimism $OP
5) @cartesiproject $CTSI
6) @fuelnetworkar $FUEL
7) @skalenetwork $SKL
8) @scroll_zkp $SCR
9) @townsprotocol $TOWNS
10) @immutable $IMX

To understand the @santimentfeed process for harvesting activity data from project repositories and to see why this is valuable for crypto trading, please read our methodology: https://t.co/hPpga2LHWZ

Be sure to save our new Layer 2 project screener to your bookmarks so you can spot opportunities that other traders might overlook.

Take a look at the leading Governance tokens ranked by development frequency, identified through our recently deployed screening tool. We are committed to keeping you informed regarding the evolution of their GitHub contributions as they progress.

1) @starknet $STRK
2) @arbitrum $ARB
3) @zksync $ZK
4) @optimism $OP
5) @cartesiproject $CTSI
6) @fuelnetworkar $FUEL
7) @skalenetwork $SKL
8) @scroll_zkp $SCR
9) @townsprotocol $TOWNS
10) @immutable $IMX

Discover how the data collection framework at @santimentfeed retrieves activity from project repositories and learn why this metric is vital for cryptocurrency trading strategies: https://t.co/hPpga2LHWZ

Gain a competitive advantage by bookmarking our latest Layer 2 project tracker to access insights that remain invisible to the rest of the market:

Market participants view a standard crypto #dip quite differently from a full-blown #crash. While the first term typically describes a price decline that is merely visible, the situation becomes truly compelling once people start labeling it a crash.

Although there is no distinct formula determining where a dip ends and a crash begins, our social metrics offer valuable insight. History suggests that when the trading community collectively agrees a crash is underway—which is exactly what happened yesterday—it serves as a highly dependable signal that the market has hit bottom.

Looking at the accompanying chart, we observe multiple periods where the word dip appeared frequently on social platforms. However, true panic did not set in until Bitcoin fell to the $60.0K mark yesterday. This price point triggered investors to liquidate their holdings at a loss. Interestingly, the market bounced back instantly, coinciding exactly with the surge in mentions of the word crash.

Furthermore, major news outlets—which frequently arrive late to these events—are now drawing significant attention to this crypto crash. This coverage is occurring despite the fact that $BTC has already climbed +13% since yesterday's low point. Unfortunately, this delayed reporting generates additional fear among latecomers, effectively giving major stakeholders a convenient opportunity to acquire assets from anxious retail sellers.

Although the broader cryptocurrency market is currently recovering, $XRP is demonstrating exceptionally strong momentum. After touching a low point beneath $1.15 a little less than 18 hours ago, the asset ranked #4 by market cap has successfully rebounded to trade above $1.50.

Investors who sold during the volatility might have missed significant on-chain signals, as intense activity was visible on the XRP Ledger while speculators debated a potential fall below $1.00. Deep-pocketed investors clearly utilized the dip for accumulation. Data reveals there were 1,389 distinct whale transactions exceeding $100K in value, which is the highest volume of such activity observed in 4 months.

Additionally, network participation saw a dramatic spike. The number of unique addresses on the ledger reached 78,727 within a single 8-hour candle, setting a new high for the past 6 months. Collectively, these statistics act as reliable indicators of a price reversal for any financial asset.

We are seeing a comprehensive rebound throughout the crypto landscape. Join our live broadcast of This Week in Crypto as we evaluate the credibility of this price action and discuss whether this is a true turnaround or merely a deceptive bounce. Watch the video at https://www.youtube.com/watch?v=ka6fhHjrcBE

Bitcoin recently touched a valuation of $60,001, marking its lowest price point since October 2024. To understand the drivers behind this market decline, we must look at the shifting behavior of different wallet classes.

Statistics show that shark and whale wallets, specifically those containing between 10 and 10,000 Bitcoin, have reduced their collective share of the total $BTC supply to 68.04%. This represents a 9-month low for this group. Notably, these large holders have offloaded -81,068 BTC over the course of just the past 8 days.

Conversely, smaller entities known as shrimp wallets—those with less than 0.01 Bitcoin—have increased their stake to 0.249% of the total $BTC supply, which is a 20-month high. While the overall percentage is modest, this accumulation indicates that retail investors remain committed to purchasing during market dips.

Market history suggests that bear cycles often arise when key stakeholders sell while retail traders continue to buy. Significant investors, or smart money, will likely continue to divest and hold off on re-entering the market until they observe clear capitulation from the general crowd, signaling that the public has moved on from the crypto sector.

🤔 Bitcoin has witnessed its market value drop to $65.4K. Will we observe sub-$50K prices at any time in 2026?