News linked to both this project and an event.
According to Onchain Lens monitoring, a whale bought 123,055 HYPE from Wintermute after 27 days of inactivity, worth $10.02 million.
According to Wintermute's weekly market report, Bitcoin fell 2.43% last week, marking its third consecutive weekly decline, breaking below $82,500 and retesting $80,000 before closing at approximately $80,500. ETH dropped 3.40%, closing at around $2,330. U.S. spot Bitcoin ETFs recorded a net outflow of $636 million on Thursday, the largest single-day outflow since June, coinciding with a 2.6% drop in the Nasdaq on the same day. On the macro front, following Houthi attacks on Saudi oil infrastructure, Brent crude surged 5.66% to $116.72, with oil prices displacing AI financing as the primary market concern. Wintermute noted that as of October 18, markets price in roughly an 86% probability that the Federal Reserve will hold rates steady this Wednesday, alongside expectations for a December rate hike. The Fed's forward guidance regarding December represents the key risk. Technically, BTC must reclaim the $82,000–$82,500 zone. Should the $80,000 level fail, the next support sits at $76,000, with a breakdown likely pushing prices to just over $70,000. The firm stated it is temporarily not taking a bearish view but will remain cautious until the FOMC meeting concludes and BTC reclaims $82,500. Key upcoming events include the October 28 FOMC meeting, October 29 reports for Q3 GDP and September PCE data, and the October 30 monthly options expiration.
Odaily Report: According to Onchain Lens monitoring, Arthur Hayes (0x6cd...7e21) has transferred tokens again after a 9-day hiatus: depositing 14 million ENA worth $2.74 million to Binance, 323,000 UNI worth $2.24 million to Wintermute, and 1.89 million ETHFI worth $1.22 million to FalconX, totaling $6.2 million in transfers.
According to on-chain analytics platform Lookonchain (@lookonchain), whales continue to accumulate BTC. On October 22, four newly created wallets received 1,127 BTC (approximately $93.45 million) from market maker Wintermute.
Odaily News: According to Odaily monitoring, a contract account at a certain address (widely identified as the Wintermute market-making address) has accumulated profits exceeding $173 million. From 17:24 to 18:13 on October 14, its BTC short position increased from approximately $567,000 to approximately $5.158 million, with a net addition of approximately $4.591 million; during this period, approximately $4.882 million was opened and approximately $226,000 was closed, with closing profits of approximately $669.Address: 0xecb63caa47c7c4e77f60f1ce858cf28dc2b82b00
According to Lookonchain monitoring, over the past 12 hours, 5 newly created wallets received 1,162 BTC from Wintermute, worth $96.77 million. Lookonchain stated that this may indicate a whale bought the aforementioned Bitcoin through Wintermute.
According to Wintermute's weekly market update, Federal Reserve meeting minutes showed most officials expected another rate hike by year-end, with rate cuts unmentioned, while the US 10-year Treasury yield reached multi-decade highs. Consequently, BTC fell 3.2% this week to around the $83,000 level, ETH dropped 7.0%, and the S&P 500 index rose 1.2% to an all-time high. US spot BTC ETFs recorded weekly net outflows of approximately $679 million, marking the largest single-week outflow since June; ETH ETFs saw outflows of $542 million. CoinGlass data indicates roughly $1.19 billion in liquidations within 24 hours near Thursday's low, with long positions accounting for $1.06 billion. ETH faced additional pressure from news that researchers associated with the Ethereum Foundation advised users to migrate to new addresses. BTC's market share rose to approximately 59.5%, representing the most prominent internal signal of the week. Wintermute noted that amid the Fed's inclination toward rate hikes, yields are unlikely to retreat in the short term. Renewed optimism for crypto markets requires simultaneously meeting two conditions: "stabilization of long-end rates" and "spot ETFs resuming net inflows." It advised closely monitoring Wednesday's September CPI data and earnings reports from financial institutions and AI-related companies this week.
According to monitoring by on-chain analyst Yu Jin, the FTX / Alameda Research asset liquidation team transferred 27,372 ETH worth $75.32 million to Wintermute through 6 wallets 3 hours ago, suspected to have entrusted Wintermute with selling. The relevant address is 0xCe84...f228.
Wintermute released its weekly market report, as the Federal Reserve voted unanimously 12-0 on September 21 to raise interest rates by 25 basis points to 3.75%-4.00%. Sixteen officials project at least one more rate hike this year, with inflation not expected to return to the 2% target until 2029. Two key catalysts previously monitored by the market—the FOMC rate decision and the CLARITY Act—have both materialized: the CLARITY Act failed to advance in the Senate (49-50 vote, falling short of the 60-vote threshold), prompting the SEC and CFTC to immediately state that they would establish crypto regulatory frameworks under their current authority. The market adjusted for only a single trading session before reclaiming its losses. BTC traded between $75,000 and $81,000 this week, closing at $81,159—the first time since last November it has breached the 50-week moving average; ETH gained 6.7%, trading in the $2,350–$2,600 range. Regarding ETF capital flows, net outflows totaled $746 million from Tuesday to Wednesday, partially reversed by $593 million in inflows from Thursday to Friday, resulting in a five-day net outflow of approximately $6 million. Outflows triggered by the CLARITY Act were nearly fully offset within 48 hours. At the start of this week, both BTC and ETH broke above the range resistance ahead of the U.S. equity market open. Fueled by approximately $250 million in short liquidations, BTC briefly surged to $86,000, setting an eight-month high. Wintermute’s analysis suggests:
According to monitoring by Onchain Lens, Wintermute transferred approximately 2,550 bitcoin to Binance, valued at around $192.91 million.
In a write-up by Wintermute OTC trader @Jjay_dm, BTC ETFs recorded a net outflow of $463 million for the week ending September 14, marking the first negative reading since June's lows. ARK and Grayscale alone accounted for combined outflows of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% for the week to close at $76,838, making it the worst-performing asset, while Ethereum dipped 1.5% and altcoins collectively gained 1.0%. On the macro front, the US August CPI came in at 0.4% month-on-month (core 0.3%), exceeding the expected 0.2%, while the PPI annual rate hit 5.4%, prompting Goldman Sachs to upgrade its September rate outlook from "hold steady" to "increase." The market has now priced in an 87% probability of a 25-basis-point hike on Wednesday. Meanwhile, ongoing escalation in Middle East tensions pushed Brent crude past $105/barrel, and the 10-year US Treasury yield reached a 20-year high. Wintermute stated that following the shift to negative ETF flows, it favors a neutral over a bullish market stance. Two key catalysts this week: ① On Tuesday, the US Senate will hold a procedural vote on the CLARITY Act (Crypto Market Structure Act), which requires 60 votes to pass; ② On Wednesday, the Fed will announce its interest rate decision. While the rate hike itself is already fully priced in, subsequent hawkish commentary (particularly any signals pointing to continued tightening into Q1 2027) could exert downward pressure on the crypto market.
Odaily News, According to Lookonchain monitoring, Wintermute received 2.5 million LAPTOP tokens from the LAPTOP team and is currently selling them on-chain. As of now, Wintermute has sold 466,255 LAPTOP tokens at an average price of $4.47, worth approximately $2.08 million.
据链上分析师 Ai 姨（@ai_9684xtpa）监测，Wintermute 于 21 小时前从 $LAPTOP 多签地址处收到 250 万枚做市代币，现已分发至多个交易所充值地址，或为新谈妥的做市合作。至此，$LAPTOP 真实做市代币总量确认为 2300 万枚，占总供应量的 2.3%，具体分配如下： • GSR Markets：1550 万枚 • G20：500 万枚 • Wintermute：250 万枚
Odaily News According to Lookonchain monitoring, an Ethereum OG whale sold 11,000 ETH through Wintermute an hour ago, worth $27.23 million.
Odaily News: Wintermute posted on X that the crypto market has rebounded over the past two weeks, with ETF inflows turning positive and stablecoin issuance stabilizing. However, to usher in a full new cycle, the market still needs new sources of capital. Historically, VC and ICO funding in 2017-2018, stablecoins in 2020-2021, and ETFs and digital asset treasury companies in 2024-2025 have all accelerated bull market cycles. RWA could become the next major liquidity channel. Data shows that stablecoin supply grew by over $120 billion within a single year; ETFs recorded cumulative net inflows of $63 billion, while digital asset treasury companies accumulated over $115 billion in holdings.In comparison, RWA attracted approximately $16 billion in capital over the past 12 months—only about one-tenth of the peak scale seen from ETFs and treasury companies in the previous cycle. However, the value of on-chain tokenized assets has roughly doubled within a year to over $30 billion, and this growth continued even during periods of stablecoin supply contraction.Wintermute believes that RWA capital initially flows into traditional assets such as Apple stock and U.S. Treasury funds, rather than directly into crypto assets. But once these funds enter the blockchain, the friction involved in rotating toward Bitcoin, altcoins, and DeFi is expected to decrease significantly. As the regulatory framework gradually becomes clearer and tokenized Treasuries and funds begin gaining acceptance as collateral on trading platforms and within DeFi, RWA could drive a market cycle that unfolds at a more moderate pace and lasts longer.
According to the weekly market report by Wintermute OTC trader @Jjay_dm, Fed Chair Warsh delivered a hawkish speech at Jackson Hole, reiterating the 2% inflation target and pushing the probability of a September rate hike to 61.9%, making the September 15-16 FOMC meeting a key catalyst for risk assets. In cross-asset performance, 20+ year US Treasuries led gains (+1.01%), followed by altcoins (+0.61%), the S&P 500 (+0.47%), and the Nasdaq (+0.42%). BTC closed flat (+0.10%), while ETH (-0.86%), the Russell 2000 (-1.40%), gold (-3.42%), and Brent crude oil (-4.31%) were the weakest performers. In the crypto market, BTC digesting its previous 23% rally, encountered repeated rejections at the $82k resistance level. It reached an intraday high of $81k earlier this week, dipped below $78k following Warsh's remarks, and ultimately closed flat. BTC ETFs posted nine consecutive days of net inflows totaling $924 million, with a first-time single-day outflow of $202 million on Friday. ETH ETFs logged net inflows of $816 million this week, with no single-day outflows. SOL and XRP ETFs both set new 2026 weekly inflow records, reaching $154 million and $110 million, respectively. Strategy increased its position again on Monday, raising $2 billion, with approximately $16
According to monitoring by Onchain Lens, Wintermute transferred 5,100 BTC to Binance over the past two days, valued at approximately $399 million.
According to on-chain analyst Ai Yi (@ai_9684xtpa), an address suspected of being affiliated with venture capital firm Hack VC (0x2a5…590CF) transferred 21.85 million ENA tokens to Wintermute's deposit address approximately 4 hours ago via multiple intermediary transfers, amounting to approximately $3 million at current prices.
According to tracking by on-chain analyst Onchain Lens (@OnchainLens), Wintermute is doubling down on shorts while transferring massive funds to Binance. Wintermute has injected millions of dollars into Hyperliquid, increasing short positions from $146.19 million to $190.77 million, with a current unrealized loss of $5.85 million. Top five short positions: ETH: $53.02 million; BTC: $30.66 million; SOL: $22.62 million; HYPE: $11.43 million; XRP: $10.19 million.
Odaily News: According to Onchain Lens monitoring, Wintermute transferred 129,500 SOL to Binance, worth approximately $12.42 million, along with 169.5 BTC worth approximately $13.11 million, likely for sale. Additionally, 407.47 BTC was transferred through an intermediate wallet before being moved to Coinbase, valued at approximately $31.36 million.