hodler

1 Feb 2026, 18:00

Ethereum slides to $2,300 – $1.16B liquidations trigger whale buying

Ethereum absorbed the largest share of liquidations during the latest market rout. Yet the sell-off may not be over.

1 Feb 2026, 18:00

Investor inflows surge 201% amid growing SpaceX IPO speculation

Kevin Moss runs one of the few investment funds giving regular people a chance to buy into major technology companies before they start trading on stock exchanges, with Elon Musk’s SpaceX serving as his biggest draw. The Private Shares Fund, which manages $1.1 billion, had put 13.68% of its money into the rocket manufacturer as of December, a $151 million position that represents the fund’s top investment. That’s a larger percentage bet than even Cathie Wood has made on the aerospace company. With several of the fund’s portfolio companies like Discord, Kraken and Motive Technologies getting ready to launch initial public offerings, 2026 looks promising for Moss’s investment approach. These private holdings will soon face their first real market test when they start trading publicly. _*]:min-w-0 gap-3"> SpaceX takes center stage as fund’s top holding The appeal of owning SpaceX stock showed up clearly in investor behavior. When the news broke about SpaceX planning to go public, money flowing into the fund jumped 201% above what it typically sees in a year. For the 56-year-old Moss, the sales pitch is straightforward: tie up your cash to get early access to major tech names, even though private company values aren’t transparent, profits aren’t guaranteed, and it might take years to cash out. “We saw SpaceX at the time as an emerging leader,” Moss explained in a Bloomberg interview when discussing his first purchase of $10 million back in 2019. That investment has grown fifteen times since then. Buying those shares took real effort. Moss traveled to the company’s California headquarters, walked through the factory, and sat down with company officials before completing the transaction. The rocket company is planning to go public potentially this year, with reports suggesting it could be valued at $1.5 trillion, which would make it the largest stock market debut ever. Looking at returns, the fund hasn’t beaten the Russell 2000 index over one-year and three-year periods, though it matched the index’s performance over five years, based on Bloomberg data. While most investment funds buy into companies like SpaceX through special investment vehicles or roundabout methods, Moss purchases shares directly from the company’s official ownership records. SpaceX carefully reviews every potential shareholder. According to Cryptopolitan , SpaceX is looking at possibly combining with Tesla Inc. or artificial intelligence company xAI, another company in Moss’s portfolio. The fund uses what’s called an interval fund structure. Unlike regular mutual funds, people can only pull their money out during three-month windows. This setup prevents having to sell holdings when markets get rocky. The entry point is $2,500. Investors don’t get full transparency on some important details The fund doesn’t reveal its current valuation of SpaceX, how much that holding has contributed to performance, or how a major public offering might change the fund’s worth. Like other interval funds, it provides quarterly reports showing cost basis, position size and fair value. Even when investor interest spikes, getting more exposure to hot companies like SpaceX isn’t automatic. Private company shares aren’t always up for sale, and when they are, companies like SpaceX strictly control who can buy. Every Thursday, Moss and his four-person team, two portfolio managers and two analysts, review their roughly 80 investments, working through valuations and exit strategies. They have tough standards. Companies need at least $50 million in revenue and must be growing 30% annually. Moss expects about 10 portfolio companies to go public this year, including Kraken , Discord, and Motive Technologies. Don’t just read crypto news. Understand it. Subscribe to our newsletter. It's free .

1 Feb 2026, 18:00

XRP Must Hold This Level To Avoid Transition To Macro Bear Structure

The XRP price was caught in the latest crypto market-wide selloff, falling to an intraday low of $1.57 within the past 24 hours. The sudden drop brings into focus XRP’s higher-timeframe structure, which is teasing a break below the 33-month exponential moving average. According to a technical assessment shared on X by crypto analyst Egrag Crypto, the recent drop below the 33-month exponential moving average does not automatically signal the end of XRP’s cycle, but XRP must close above an exact level to avoid a macro bearish confirmation. Related Reading: Ethereum Boost: Vitalik Buterin Sets Aside $45M In ETH For Privacy And Open Tech The 33 EMA Breakdown Signal At the time of writing, XRP is back to trading around $1.65, stabilizing after a volatile few hours that forced many traders to reassess the broader structure. However, according to technical analysis by Egrag Crypto, the most recent crash saw XRP breaking a bit below the 33 EMA on the monthly candlestick timeframe chart. Egrag based the recent price action around one critical condition: a confirmed monthly close below $1.60 and the 33 EMA. According to the analyst, such a close would mark a macro bearish confirmation based on historical structure, not sentiment or opinion. The chart he shared highlights how XRP has respected the 33 EMA as a long-term trend reference across multiple cycles, with violations often preceding extended corrective phases. As shown in the chart below, the XRP price has been trading above the 33-EMA since early 2025, even during periods of corrections. However, XRP is now trading dangerously close to this EMA, and there is now a risk of a breakdown. XRP Price Chart. Source: @egragcrypto On X What This Means For XRP’s Price Structure There’s a risk that XRP can transition into a macro bear structure. At the same time, there’s enough reason to suggest an upside bounce for the cryptocurrency. A major point in Egrag’s analysis is historical performance that shows XRP’s strongest upside expansions did not require a clean bull-market environment. Therefore, there are two historical analogs of how XRP can play out from its current range around $1.60. The first is a repeat of the 2021-style move. This move, measured from similar structural conditions, would imply an upside expansion of roughly 340% with a price target around the $7 region. The second one is a repeat of the 2017 cycle. Comparison to the 2017 cycle projects a much larger structural expansion of about 1,600%, which would align with the $27 zone highlighted on the chart above. In both cases, the rallies originated from oversold conditions and compression ranges, not from a strong bullish macro confirmation like many would expect. Related Reading: Crypto Funds Bleed $1.80 Billion As Metals Rally Heats Up According to the analysis, a breakdown below $1.60 could still lead to panic selling and reinforce fear narratives of a macro bear market, yet those same conditions have previously been the zones where late sellers exit just before volatility expands upward. Featured image from Unsplash, chart from TradingView

1 Feb 2026, 17:57

12-Year Old Bitcoin Holder Offloads More Than $260 Million BTC, What Does it Signal?

Bitcoin markets are digesting another massive sell-off from a long-dormant holder, causing debate over whether large-scale distribution could weigh on near-term price action.

1 Feb 2026, 17:54

Ethereum Founder Vitalik Buterin Made $70K Betting Against 'Crazy Mode' on Polymarket

The Ethereum founder claims his strategy of betting against extreme market sentiment "usually makes money" on Polymarket.

1 Feb 2026, 17:52

Altcoin Season Pattern Emerges; Fresh Chart Highlights 184x Potential ETH, XRP, SOL, ADA Prices

Altcoin season may still be ahead, according to a growing body of technical signals suggesting the market is preparing for another explosive expansion.