@lookonchain@AguilaTrades 5 tracked bearish $BTC calls were all in profit at the $68,460 low. All 7 bullish ones were underwater. This whale wasn't alone in getting the direction right.
$HYPE open interest on Hyperliquid is $1.61B, bigger than $ETH at $1.44B.
$BTC is still 5.0% below yesterday's mark. $HYPE is 4.9% above it.
The venue's own token and book did not follow the selloff.
49 takes on $NVDA from 20 tracked KOLs in 24h.
$BTC fell 6.7% to near August lows and got 12, five of them from @cantonmeow. $ETH got 1. $SOL got 0.
No.2 on r/CryptoCurrency today: "Crypto is so dead that the price is crashing without anybody making posts about it here."
@KobeissiLetter If this week closes red, $BTC logs its 4th run of 6+ red weekly candles since 2013.
The first three fell 30% to 37%. This one is down about 21% so far.
12 weeks after those runs: -2%, -27%, +17%.
$BTC hit $68,460 today, its lowest since Aug 19.
Our tracked authors made 12 directional calls on it since Saturday. All 5 bearish ones are in profit. All 7 bullish ones are underwater.
One named this zone early: @wufantouzi said that day he'd only consider buying at $65K-70K.
6 red weekly candles in a row would make it 4 times since 2013 for Bitcoin, if this week closes under $74.8K.
The first three fell 30% to 37%. This one is down 17% so far.
12 weeks after them: -2%, -27%, +17%.
@ArdiNSC flagged the rarity. What followed never pointed one way.
$148.80 low, then a bounce back near $159 for $NVDA after Jensen Huang resigned. Tracked authors on https://t.co/CDOeh1wEXh didn't buy it: 10 calls in 35 min, 6 bearish, 3 bullish.
@aleabitoreddit flipped from bullish this morning to bearish. @RealJGBanks is watching $142.
@KobeissiLetter Hyperliquid's NVDA perp shows the same turn: funding went from 113.5% annualized in the first hour after the drop to 7.8% at the 20:00 BJT settle. Longs stopped paying up as the stock came back.
$2.52B left US spot bitcoin ETFs in 9 trading days, with net outflows on 8. IBIT alone: -$2.0B.
Tracked crypto authors stayed bullish: 13 of their last 22 $BTC calls, vs 4 bearish.
All 22 are underwater. $79.6K at the first call, $72.8K now.
Flows: @FarsideUK
34 $NVDA calls from 20 tracked authors in the ~10 hours since reports Nvidia's board may oust Jensen Huang. The six days before: 36.
14 bearish, 11 bullish, 9 neutral. No stampede.
@citrini and @zephyr_z9 lean bearish, @mingchikuo neutral. Bulls call the ~9% drop a buy.
114% annualized. That's what longs paid on Hyperliquid's NVDA perp in the first hour after its ~10% after-hours drop on reports the board may oust Jensen Huang.
The 18 hours before averaged 19%. Since: 72%.
Open interest: $537M, above SOL's $370M. Leverage bought the dip.
$529M of Hyperliquid open interest now sits in two privacy coins: ZEC ($390M) and XMR ($139M). That's more than SOL ($368M).
XMR alone tops XRP ($98M), and its longs paid ~88% annualized funding over the past 24h.
Privacy is one of the most crowded trades on the venue.
$14.1B in stablecoins left crypto in the last 30 days. $9.4B of it, two-thirds, came off Ethereum.
Tron lost just 1.3%. BSC lost 0.4%.
That points to DeFi and trading balances shrinking, while the main transfer rails held.
XRP whales on Hyperliquid went from 34.7% short to 20.5% long in about 32 hours.
Yesterday our tracker had 18 wallets short $44.4M. Now 16 are net long ~$21M, while XRP open interest there fell from $127.3M to $102.1M and price slipped 3.3%.
Same venue, opposite lean.
The lines start from the Nov 11, 2022 UTC close on Binance: BTC $17,070.31, ETH $1,289.28, SOL $16.45. Last point is a live quote as of 15:56 Beijing time, Nov 11, 2026.
Four years after FTX filed for bankruptcy, BTC is +333.5% from that day's close, ETH +60.3%, SOL +405.5%. Prices came back. That doesn't mean the people who took the hit got those gains.
@lookonchain As of 13:10 BJT today, 15 tracked wallets were short $72.7M of SOL on Hyperliquid, 18.7% of SOL open interest. A cluster to watch on a rebound, not a read on the whole book.
Snapshot: Nov 11, 13:10 BJT. Our whale tracker’s short notional ÷ Hyperliquid public API SOL OI ($389.2M). Addresses aren't necessarily separate traders. https://t.co/QaL7G38IQH
$72.7M in SOL shorts across 15 tracked whale addresses equals 18.7% of Hyperliquid SOL open interest. A cluster worth watching on a rebound, not evidence that the whole market is leaning short.
Method: DefiLlama daily stablecoin supply by chain, full UTC days only, Oct 11 to Nov 10 for the 30-day changes. Peak is the highest daily print in the past year. Daily Nov 10 change is -1.9%. No single catalyst confirmed for the drop.
-$1.33B: Hyperliquid's stablecoin base since its Sept. 23 peak, from $7.82B to $6.49B.
Over 30 days it's down 10.5%, faster than Ethereum (-6.5%) or Solana (-8.7%). Nov. 10 alone: -$122M, the biggest daily drop in a month.
Stablecoins don't fall with price. These dollars left.