News linked to this event type.
According to on-chain analyst Yu Jin, a whale opened a long position of 911.5 BTC at $77,733 last night. The position is worth $70 million, with only $400 away from the liquidation price of $76,308.
Odaily reports: According to on-chain analyst Yu Jin's monitoring, Hyperliquid's largest long position worth $233 million has turned from profit to loss, currently showing an unrealized loss of $3.39 million. After closing $537 million in long positions on 8/25 with a profit of $61.72 million, he began reopening longs on 8/28, and has opened so far:◎1,400 BTC ($110 million), average long entry price $78,672, currently showing an unrealized loss of $1.94 million.◎50,000 ETH ($123 million), average long entry price $2,469, currently showing an unrealized loss of $1.45 million.
according to Lookonchain monitoring, today U.S. Bitcoin ETFs saw a net outflow of 2,148 BTC, with a 7-day net inflow of 8,587 BTC; Ethereum ETFs saw a net outflow of 9,540 ETH, with a 7-day net inflow of 39,046 ETH.
Odaily News: Crypto trader Bonk Guy stated that unless tomorrow's U.S. CPI data significantly changes the market's trajectory, the short-term market may become more difficult and volatile, with on-chain market fluctuations particularly worth watching. This condition could even persist until the fourth quarter. Currently, frequently chasing new trading pairs and liquidity rotation is the operation most likely to cause capital losses. Rather than constantly switching positions, it is better to concentrate on holding your most favored assets and use pullbacks as opportunities to add positions, with particular attention to assets that have recently shown strong performance. Bonk Guy emphasized that the current market cycle is far from over, and the market may simply need to undergo a period of adjustment and digestion. Investors should not exit prematurely due to short-term fluctuations, lest they miss a potentially larger rally in the fourth quarter.
According to on-chain analyst Ai Yi, a certain ETH whale opened a position again after five months, spending 4.82 million USDT to buy 1,951 ETH at a cost of $2,469.6, and subsequently deposited it into Morpho.
Odaily News: Positron, an AI chip startup focused on designing hardware that helps AI models run faster, said it has raised $875 million at a $5 billion valuation, with the company's value surging significantly over the past six months. The round was co-led by venture capital firms NEA, Atreides Management, Valor Equity Partners, Andra Capital, analyst Dylan Patel's SemiAnalysis Capital, and Netscape co-founder Jim Clark.Positron raised $230 million in its most recent funding round in February of this year at a $1 billion valuation. Positron said it has delivered approximately 50 Atlas server racks of its previous generation to Oracle, with other customers including financial firm Jump Trading and AI company Parasail. Positron is trying to gain an edge in the crowded chip industry by bringing its chips to market as quickly as possible. (The Wall Street Journal)
Odaily reports: US stock analyst Paradis posted on X that the suspected "AI stock god" Leopold Aschenbrenner and his fund Situational Awareness appear to be making a comeback.Paradis noted that since last Friday, mysterious funds have begun intensively buying several highly concentrated massive custom AI-related options (FLEX Calls), with total premium reaching $315 million; Delta exposure of $1.1 billion; Vega of $5.8 million. Position details are as follows.- SNDK: January-expiry 2040/2200 call options — $57 million premium, $198 million Delta, $1.04 million Vega.- BE: January-expiry 250/310 call options — $48 million premium, $140 million Delta, $565,000 Vega.- INTC: January-expiry 105/115 call options — $48 million premium, $185 million Delta, $870,000 Vega.- CRWV: January-expiry 105/115 call options — $43 million premium, $160 million Delta, $770,000 Vega.- DRAM: January-expiry 65/70 call options — $43 million premium, $173 million Delta, $855,000 Vega.- SKHY: January-expiry 190/210 call options — $39 million premium, $148 million Delta, $710,000 Vega.- AMD: January-expiry 540/580 call options — $36 million premium, $193 million Delta, $1.08 million Vega.If we next see similar large block FLEX call option buy orders on MU, NBIS, and TSM, that would essentially confirm it was Leopold and his fund behind the trades.The above data comes from CBOE. Trading desks at Nomura (NMR) and Goldman Sachs (GS) currently share the same view, both believing there is a "single mysterious buyer" behind it.
According to a post by Lorenzo Valente, a cryptocurrency analyst at ARK Invest, stablecoins exhibit clear network effects. Although thousands of stablecoins exist in the market, the number of tiers quickly plateaus as the market capitalization threshold rises. What truly warrants attention today are stablecoins with a market cap exceeding $10 billion, steadily progressing toward the $100 billion and $500 billion levels.
Trader Killa published a post stating that Bitcoin's downside imbalance zone, formed during strong bull rallies, does not always get fully backfilled. Historically, such bottom-shock candles tend to remain partially unfilled. According to him, following roughly two months of sideways consolidation where Bitcoin rallied around 27% alongside approximately $60 billion worth of short liquidations, there remains no mandatory pressure to fill the lower imbalance zone beneath the current price levels.
According to on-chain analyst Yu Jin's monitoring, a whale continued to buy 544.5 BTC via cross-chain today, worth $42.43 million. Over the past two days, this whale has swapped 60.37 million USDC for 767.8 BTC through THORChain, at an average price of approximately $78,628.
According to Lookonchain monitoring, a certain whale bought another 308,600 HYPE today, worth $26 million; this whale has cumulatively bought 4.05 million HYPE, worth $322 million, and has staked all of it.
According to Arkham data, trader "NMTD8" opened a 10x leveraged long position worth $16.46 million on HYPE on Hyperliquid at an entry price of $62.52. HYPE subsequently rose 33% to $83.13, generating an unrealized profit of $4.09 million for the position. The account's total value stands at $11.34 million, with an overall unrealized P&L of $1.71 million.
Trader Bonk Guy cautioned that ahead of the fourth quarter, investors should exercise restraint regarding strategies that involve aggressively participating in new trading pairs. He recommends scaling in during pullbacks of highly certain, recently outperforming assets, rather than chasing every new narrative, to avoid depleting capital prematurely and preserving it for higher-probability opportunities.
According to disclosures from Arkham, Loracle holds a $16.3 million short position in PONS on Hyperliquid, accounting for 17.5% of PONS' total open interest. The position was established around $0.44 nine days ago and saw continued additions as PONS rallied to its all-time high of $0.97, at which point it incurred an unrealized loss exceeding $8 million. Currently, the short position has turned into an unrealized profit of $2.18 million.
CryptoQuant analyst Axel Adler Jr. stated that from August 19 to September 10, short-term Bitcoin holders (with holding periods of no more than six months) transferred a total of 549,300 BTC to exchanges. During the same period, Bitcoin's price rose from $64,000 to $78,000, up approximately 21%; after touching a local high of $81,800, it pulled back by about 4.1%, but still retained most of its gains.
According to on-chain intelligence platform Arkham (@arkham), Bitwise's BSOL ETF has accumulated net inflows of $107.4 million over the past 20 trading days, with outflows occurring on only two trading days during this period, indicating that institutional investors are consistently buying SOL on dips.
According to on-chain analyst Ai Yi, after ETH traded around the $2,500 level for over half a month, a certain address withdrew 2,100 ETH from OKX today, with the most recent withdrawal occurring 4 hours ago at an average price of $2,469. This address currently holds only ETH.
According to on-chain intelligence platform Arkham (@arkham), a BTC whale withdrew approximately $461.5 million worth of Bitcoin from Coinbase roughly two years ago. During its holding period, the position's unrealized gains peaked at $315 million, and it even recorded an unrealized loss of $100 million during the market low in July, yet never chose to sell. Since August, the whale has transferred $82 million to Kraken and currently still holds $418 million worth of BTC, sitting on an unrealized profit of approximately $40 million.
According to on-chain analyst Onchain Lens (@OnchainLens), the 27.75 million $PONS short position held by prominent on-chain trader Loracle, which previously reached an unrealized loss exceeding $11 million, has now successfully turned positive, with an unrealized profit of approximately $86,800. However, its XYZ series positions remain at a loss: • $SNDK: Unrealized loss of $4.28 million • $MU: Unrealized loss of $1.59 million • Total unrealized loss: Approximately $3.8 million
According to data from Trader T (@thepfund), Ethereum spot ETFs recorded a net inflow of $34.75 million yesterday. The breakdown is as follows: • $ETHB (BlackRock Staked): Inflow of $22.94 million, the largest inflow of the day • $ETHA (BlackRock): Inflow of $9.71 million • $TETH (21Shares): Inflow of $2.1 million • Net flows for all other ETFs were $0