smart | Arco

Building Arco, the easiest way to copy the best Hyperliquid traders. Daily trader breakdowns, real data

[smart | Arco @smartmovezz]

https://t.co/oZdl3GpEEY

[smart | Arco @smartmovezz]

update: $MSFT kept climbing while everyone slept. his long is back to +$413K unrealized, up from +$243K last night. Google took $590K from him, Microsoft is already paying back 70% of it

[smart | Arco @smartmovezz]

The bigger picture is brutal

All-time PnL peaked at +$18.1M on Sep 27
This month: -$17.8M

That was his third Google long this month
Oct 14: -$749K
Oct 20: -$919K
Tonight: -$590K

[smart | Arco @smartmovezz]

if you'd rather copy someone who doesn't donate to the liquidation engine, Arco ranks Hyperliquid traders by more than just PnL: https://t.co/69K43TsLwO

[smart | Arco @smartmovezz]

@wallstengine one Hyperliquid wallet is riding this with a $10.8M $MSFT long from 532. same guy got liquidated on $GOOGL an hour earlier, so tonight Azure is literally saving his account

[smart | Arco @smartmovezz]

one Hyperliquid wallet got liquidated on this 3 seconds after selling

[Coin Bureau @coinbureau]

🚨JUST OUT: Google $GOOGL PLUNGES over 9% after hours on an earnings MISS, and its AI infrastructure spending pushes free cash flow NEGATIVE.

Alphabet spent $51.4 BILLION on capex in the quarter, leaving free cash flow at NEGATIVE $9.07 BILLION despite revenue rising 25% to $127.58 BILLION.

EPS came in at $2.12 vs $3.00 expected, with the miss traced to an $8.7 BILLION loss on equity investments.

Google Cloud was the bright spot, surging 103% to $30.71 BILLION and beating by $1.6 BILLION.

[smart | Arco @smartmovezz]

Same night he also went long $MSFT with 15x

Microsoft beat. That long is still open

$11.1M position, entry 532.33
+$534K unrealized right now

Earlier today he closed SanDisk for +$668K. The day is still green

[smart | Arco @smartmovezz]

The Hyperliquid wallet people called Machi's successor just got liquidated on Google earnings

$12.1M $GOOGL long into the print

Google missed. He hit sell at 4:02 PM
3 seconds later Hyperliquid liquidated the rest

-$590K in 9 seconds

[smart | Arco @smartmovezz]

$ORCL went from 129 to 147 in 40 minutes on investor day

the biggest Hyperliquid accounts were $5.5M short from 128 with only $0.25M long against them

they're down $694K now. shorting a stock into its own investor day is a choice

[smart | Arco @smartmovezz]

@wallstengine Canada hikes and the S&P 500 perp on Hyperliquid is still up 0.5% on the day. nobody's pricing Warsh to follow

[smart | Arco @smartmovezz]

@TedPillows two Hyperliquid accounts are short $414M of $BTC between them, almost half of what the 400 biggest accounts hold short. entries at $76.3K and $78.1K, still $18M underwater and not blinking

[smart | Arco @smartmovezz]

SK hynix shorts on Hyperliquid paid for this print

the biggest one is $17.7M short from $984 and sitting at -$2.07M

the 400 largest accounts were short $38.5M vs $29.2M long into earnings. the side that saw the 80% margin coming is up $1.19M

[GURGAVIN @gurgavin]

SK HYNIX EARNINGS JUST CAME OUT

*SK HYNIX 3Q OPER PROFIT 83.33T WON, EST. 77.5T WON ( BEAT ✅ )

*SK HYNIX 3Q SALES 104.62T WON, EST. 98.96T WON ( BEAT ✅ )

$SKHY

[smart | Arco @smartmovezz]

$HOOD went $95.7 to $89.5 in five minutes on Hyperliquid when the print hit
the six biggest HOOD positions among HL's top 400 accounts were all short, $4.3M, up $308K right now
longs on that list: $20K. crypto revenue -55% YoY and nobody with size was betting the other way

[unusual_whales @unusual_whales]

Robinhood, $HOOD, earnings:

- Revenue: $1.42 billion, est: $1.43 billion
- EPS: $0.51, est: $0.55

Visa, $V, earnings:

- Revenue: $12.1 billion, est: $12.09 billion
- EPS: $3.48, est: $3.44

[smart | Arco @smartmovezz]

@Ugbuericsam and they're not even sweating yet, the top shorts got in between 323 and 351 and $GOOGL is sitting at 320 on Hyperliquid right now

[smart | Arco @smartmovezz]

Hyperliquid whales already picked a side for Wednesday
$GOOGL across the 400 biggest accounts: $30.6M short, $1.05M long
the 5 largest shorts got in between 323 and 351 and are up $2.1M
a book this one sided into earnings is how squeezes start

[WOLF @WOLF_Financial]

We have a very busy week incoming

Wednesday is the big day ... FOMC + Google $GOOGL and Microsoft $MSFT earnings. Below is the calendar for the week from our sponsors with more info

We also have earnings from Amazon $AMZN, Eli Lilly $LLY and more

[smart | Arco @smartmovezz]

@rektcapital $80K is also where Hyperliquid is most crowded: top 400 wallets are $870M short BTC vs $439M long. A clean break of the range squeezes a lot of them

[smart | Arco @smartmovezz]

$AMD just wrote a $1B check for $META stock at the $625 offering price. Since the 9:20 ET headline AMD is +2% on Hyperliquid, META is red

Biggest HL wallets aren't buying the raise: $31.5M short META vs $0.8M long

[unusual_whales @unusual_whales]

AMD, $AMD, is expanding its partnership with Meta, $META, to power Meta’s “superintelligence” infrastructure.

As part of the deal, AMD will invest $1 billion in Meta’s stock offering.

It’s the first big name to buy into Meta’s plan to raise up to $95 billion through stock sales to fund its AI buildout, per The Wall Street Journal.

[smart | Arco @smartmovezz]

@coinbureau they can object to tokenized shares all they want. perps never asked permission, $GOOGL and $MSFT already carry $152M of open interest on Hyperliquid

[smart | Arco @smartmovezz]

the 400 biggest $BTC accounts on Hyperliquid are short $856M vs $446M long going into FOMC

the longs are the ones getting paid: +$15.1M unrealized vs -$8.1M for the shorts

bigger side, wrong side so far

[CoinMarketCap @CoinMarketCap]

LATEST: 📊 Bitcoin has repeatedly dipped below $80,000 in recent days, with spot ETFs logging $635M in outflows on Oct. 22 and a brief drop last week triggering $800M in long liquidations.

[smart | Arco @smartmovezz]

the filing just said what the tape already knew. the new Anthropic pre-IPO perp on Hyperliquid listed at $138 today and was down 21% within the hour

nobody is bidding the bounce

[unusual_whales @unusual_whales]

Anthropic says in its IPO filing that its recent growth “may not be sustainable over time,” and could fall off significantly and faster than the company expects.

It comes as growth has already slowed: revenue rose about 50% in the September quarter, after more than doubling in the prior quarter.

[smart | Arco @smartmovezz]

one of those shorts isn't just betting on $GOOGL. 0xb695 is short 10 tech names on Hyperliquid at once and up $2.6M on them

you can copy this wallet on Arco: https://t.co/qygrchKxor