Market Heating Up, On-chain Whale Shows Divergence: Iron Bulls Buy More on the Rise, Opportunistic Traders Take Profit at Highs

By: theblockbeats.news|2026/01/28 14:00:32
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BlockBeats News, January 28th, last night this morning, the crypto market continued its rebound momentum, with Bitcoin holding above $89,000 and Ethereum breaking through $3,000. During this period, there was a significant divergence in the on-chain movements of whales, as summarized by BlockBeats:

On the one hand, the Iron Multi-Army represented by the "BTC OG Insider Whale" continued to accumulate during the rebound, including:

The "BTC OG Insider Whale" added over 19,973 ETH in a 5x long position this morning, with a total position value of up to $758 million and a reduced floating loss of $30.79 million.

The "Buddy" once again recharged 225,000 USDC, increased its ETH and HYPE long positions. As of the time of writing, its total position value reached $20.53 million, with a nearly $1 million floating profit.

After Ethereum rebounded above $3,000, Trend Research under Yiliahua borrowed $80 million USDT from Aave to deposit into Binance and may further increase its ETH position.

On the other hand, Smart Money, which accumulated $98.18 million in profit through ETH scalping trades, deposited 10,000 stETH to Wintermute 3 hours ago, worth $30.12 million, and then received 30.03 million USDC, possibly completing a sell-off.

Last night, three 1INCH investor addresses sold 36.36 million 1INCH tokens ($5.04 million).

This week is the Federal Reserve FOMC meeting week. Some analysts have pointed out that FOMC interest rate weeks are usually accompanied by high Bitcoin volatility and downside risks. Even if the market remains optimistic due to rate cut expectations before the meeting, the post-announcement reaction is mostly bearish. Investors need to carefully manage their positions.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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