News linked to both this project and an event.
According to Odaily, "1011 Insider Whale" agent Garrett Jin pointed out in a post that there has been a clear change in market structure this week, with funds within the AI industry chain being reallocated.Change 1: Signs of a cyclical peak in Memory chipsHe stated that Micron's stock price faced resistance and fell back around the $1250 level. Despite earnings results exceeding expectations, the stock price is still declining on increasing volume, displaying typical top-forming characteristics of "weakening after good news is priced in."Concurrently, capital is rapidly flowing out of the memory chip sector. DRAM-related ETFs are experiencing declines on heavy volume, and SK Hynix and Samsung Electronics in the South Korean market are also weakening. Data shows that foreign investors have withdrawn over 100 trillion Korean Won (approximately $650 billion) from the South Korean stock market in the past two months.Change 2: Funds rotating towards AI HyperscalersHe noted that the real direction for absorbing this capital is not small and mid-cap AI concept stocks, but rather the core cloud computing giants represented by Google, Microsoft, and Amazon.Last Friday, when the chip sector came under pressure, GOOG and MSFT had already stabilized on increased volume, and this week META has further strengthened this trend by rallying on high volume.Garrett Jin believes the logic behind this capital migration is the "token optimization trend." As more simple tasks are handled by low-cost models, value will gradually concentrate on the token-based billing cloud services and orchestration layers, rather than the foundational model layer. This also forms the core moat for hyperscale cloud providers. The current strategy should focus on catching up opportunities in hyperscale cloud names.
According to on-chain monitoring, Garrett Jin has again placed a $21.73 million short position in ZEC; part of it has already been executed. Meanwhile, his long BTC position is currently underwater by over $20 million.
According to on-chain analyst Ember (@EmberCN), a major whale who held ETH for eight years fully liquidated their position today. This whale received 37,602 ETH (valued at approximately $31.16 million at the time) in February 2018 at an average price of ~$829 per ETH and had not sold any ETH during the eight-year period. Today, they sold their holdings in two batches: the first batch consisted of 17,598 ETH sold for 27.245 million USDS (average price: $1,548 per ETH); subsequently, they sold the remaining ~20,000 ETH entirely for 58.69 million USDS (average price: ~$1,561 per ETH). The whale’s total profit amounted to approximately $27.53 million, representing an ~88% gain.
Odaily Odaily News: According to on-chain analyst Ai Yi's monitoring, BTC has once again fallen below $60,000. The 5x leveraged long Bitcoin position held by Garrett Jin, the agent of the "1011 Insider Whale," now has an unrealized loss of $21.12 million. The opening price of his 1,268.33 BTC position was $76,117, while the mark price is $59,466, representing a decline of 21.8%.
Data shows that “10·11 Insider Whale” Garrett Jin still holds a 5x leveraged long position of 1,270 BTC. The position was opened at a price of $76,117 in May of this year and has been held for nearly 2 months. Currently, the floating loss on this trade exceeds $18.55 million, with a margin size of $15.6 million, and the liquidation price is temporarily reported at $16,964.
According to on-chain analyst Onchain Lens (@OnchainLens), a whale address “0x096” — dormant for seven years — sold its entire 27,585 ETH holdings at an average price of $1,625, receiving $44.84 million in USDS and realizing a profit of $39.1 million. The whale originally purchased 27,586.48 ETH for $5.72 million. This sale was executed in batches: it first sold 1,100 ETH on June 23, cashing out $1.9 million.
According to monitoring by on-chain analyst Ai Yi, a whale (0xa5b0...1d41) added $8 million in margin early this morning. The entity currently holds a long position of 120,000 ETH, with an unrealized loss exceeding $77.047 million.This entity is linked to four addresses, with liquidation prices of $1,174.6, $1,059.1, $1,064.7, and $1,143.6 respectively, while the entry price was approximately $2,265. There are still over 6 million USDC available on-chain to be used as margin.
According to on-chain analyst Yu Jin's monitoring, whale address 0xbilly liquidated 2,409 ETH (worth $3.78 million) at a price of $1,569.5 early this morning, incurring a loss of $220,000. The address had purchased this ETH one day prior at $1,660.2, with an acquisition cost of 4 million USDC.This address previously bought 7,768.5 ETH at $2,254 in March, valued at $17.51 million, and was forced to sell at a loss of $800,000 when the price dropped four days later.
According to Onchain Lens monitoring, trader James Wynn has recently faced repeated liquidations. His 40x-leveraged short Bitcoin position was again partially liquidated.
According to on-chain analyst Onchain Lens (@OnchainLens), the whale address “pension-usdt.eth” has opened a new short position of 26,499 ETH with 3x leverage, valued at approximately $46 million, and has placed orders to further increase its position.
according to Hyperbot data, the whale "pension-usdt.eth" has just opened another 3x leveraged ETH short position and is continuously increasing its position. The address currently holds 8,364.3629 ETH, with a position value of approximately $14.5 million.
According to on-chain analytics platform Lookonchain, the trader pension-usdt.eth has closed all 60,000 ETH short positions, with the position size valued at approximately $100 million at the time of closure and locking in roughly $5.8 million in profits. This marks the trader’s 23rd consecutive profitable trade, bringing cumulative profits to over $41 million.
According to on-chain analyst Onchain Lens (@OnchainLens), the whale “pension-usdt.eth” has fully closed its ETH short position, realizing a profit of approximately $5.8 million. Its cumulative profit has now exceeded $41.68 million.
According to on-chain analyst Ai Aunt (@ai_9684xtpa), the whale “Set 10 Big Goals First” liquidated a short position of 3,173.6 BTC in the early hours, with a position size of approximately $209 million. Calculated using an entry price of $65,907.13 and an exit price of $62,916.04, this trade yielded a profit of roughly $9.467 million. Since June, the whale’s three trades have collectively generated approximately $12.85 million in profits, achieving a win rate of 66.7%.
Odaily reports: According to monitoring by Ember, the "1011 insider whale" (linked to the Garrett Jin whale entity) has closed out its smaller ZEC and UNI long positions. Specifically, a long position of 50,000 ZEC (approximately $22.38 million) was closed for a profit of about $420,000; a long position of 580,000 UNI (approximately $1.76 million) was closed at a loss of around $310,000.However, this whale still holds a BTC long position of 1,270 BTC, opened in May this year at a price of $76,117. The position is currently worth approximately $80 million, with its floating loss widening to about $16.65 million.
According to Lookonchain monitoring, the “10.11 Whale” Garrett Jin sold all 184,100 HYPE at $73.6 yesterday, worth $13.55 million, and has bought back 81,700 HYPE today, worth $6 million.
: According to Onchain Lens monitoring, the "10.11 Insider Whale" Garret Jin appears to be bullish on UNI, having opened a 2x long position on 366,423 UNI with the position still increasing, and continues to hold a 5x long position on BTC and a 2x long position on ZEC.
Odaily reports, according to Onchain Lens monitoring, the whale geministar.eth has withdrawn 11,100 ETH from Binance, worth $19.94 million. Over the past 3 days, this whale has withdrawn a total of 32,300 ETH from Binance, worth $57 million, and used the funds for staking.
Odaily News According to Onchain Lens monitoring, the "1011 insider whale," Garret Jin, has sold all 184,102 HYPE at a price of $73.58, exchanging them for 13.54 million USDC, realizing a profit of $2.83 million. He still holds a 5x long BTC position, with an unrealized loss of $13.2 million, and a 2x long ZEC position, with an unrealized gain of $3.29 million.
Odaily Odaily News: According to monitoring by Onchain Lens, an OTC whale (0xFB7) deposited 29,000 ETH into FalconX, valued at $53.1 million, netting a profit of $6.41 million from the transaction. Currently, the whale holds 128,000 wsETH, equivalent to 158,248 ETH, valued at $283.42 million.