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

Below, we present the leading projects within the Solana ecosystem, ranked according to their development activity levels. The directional symbols accompanying each entry indicate whether the project's standing has improved, declined, or remained consistent compared to the previous month:

➡️ 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

To understand how @santimentfeed uses enhanced github event data to objectively track development activity, please review our detailed methodology here: https://t.co/hPpga2LHWZ

You are also invited to follow the Solana ecosystem watchlist below to evaluate which initiatives are distinguishing themselves based on development efforts and other essential metrics:

我們正在突出基於當前開發狀態的加密領域首要借貸項目。此功能來自我們最新的篩選器，我們計劃持續讓您瞭解他們的GitHub活動如何隨時間演變：

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

發現爲什麼這些數據對加密交易至關重要，並瞭解@santimentfeed在項目代碼庫中獲取GitHub活動的方法論：https://t.co/hPpga2LHWZ

通過將我們的新借貸項目篩選器添加到書籤中，獲取市場上其他人錯過的洞察：

It is often helpful to take a step back and view the broader picture when uncertainty strikes. Unlike the optimism and purchasing enthusiasm we have observed following past market crashes, current discussions are overwhelmingly pessimistic, with talk of selling outweighing the usual buy the dip narratives.

Given the current volatility and unpredictability in global politics, social media sentiment suggests a distinct lack of confidence in the recent Bitcoin recovery. Even though the asset has rebounded by approximately +10% since falling to $60K last week, the community largely remains skeptical of this upward movement.

Market history suggests that when FUD is the primary driver of trader behavior, there is a significantly stronger chance that prices will keep climbing. We would only warn that retail participation might drive values lower if we start to witness a return of FOMO. However, such a shift in psychology generally requires another significant rally to materialize.

Although Pepe has seen its market value fall by approximately -73% since reaching its peak just under 9 months ago, major stakeholders are showing renewed interest. Starting 4 months back, coinciding with the market-wide crash in October, the top 100 wallets shifted their approach. Since that timeframe, these accounts have collectively amassed 23.02T $PEPE. Such activity from smart money is often a crucial factor in helping altcoins change direction and embark on significant rallies. Even though current retail sentiment toward meme coins and Pepe remains very bearish, assets undergoing substantial accumulation are poised for another breakout. This is likely to occur once Bitcoin establishes some sustained bullish momentum.

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.

看看按開發頻率排名的領先治理代幣，這些代幣是通過我們最近部署的篩選工具識別的。我們致力於讓您瞭解它們在 GitHub 貢獻演變過程中的進展。

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

瞭解 @santimentfeed 的數據收集框架如何從項目代碼庫中獲取活動，並學習爲什麼這個指標對加密貨幣交易策略至關重要： https://t.co/hPpga2LHWZ

通過將我們的最新 Layer 2 項目跟蹤器加入書籤，獲得競爭優勢，獲取其他市場看不見的洞察：

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?