wintermute

从 Mt.Gox 倒闭到 2026 年的宏观震荡：比特币暴跌背后到底发生了什么？
加密市场再次遭遇寒冬，BTC 在 2025 年 10 月达到 12.62 万美元的历史巅峰后，目前已回落至 6 万美元关口。为了看清未来，我们需要复盘几次关键的“大崩盘”：
1️⃣ 2014年：信任危机（Mt.Gox 破产）
那是行业的第一次系统性冲击。当时最大的交易所 Mt.Gox 因黑客攻击丢失 85 万枚 BTC。那时人们认为加密货币会归零，但结果是基础设施变得更加安全。
2️⃣ 2018年：ICO 泡沫破裂
那是一个“空气币”横行的时代。BTC 从 2 万美元跌至 3100 美元，跌幅达 85%。市场洗清了无用的项目，为真正的技术开发腾出了空间。
3️⃣ 2022年：巨头崩塌（LUNA 与 FTX）
最惨痛的一年。算法稳定币 UST 的崩盘和 FTX 的帝国覆灭证明了：即便是巨头也可能在一夜之间倒下。这一课教会了我们透明度和准备金证明（PoR）的重要性。
4️⃣ 2026年：宏观经济与特朗普效应
当前的调整（较 2025 年高点下跌 50%）与以往完全不同。为什么？
✅ 没有发生内部系统性崩溃或大型黑客事件。
✅ 市场主要受机构流动性驱动。
✅ 核心驱动力是全球宏观经济和地缘政治（如特朗普政策的影响）。
正如 Wintermute 的分析师所指出的，我们正在经历的不是简单的“熊市”，而是深层的结构性转型。比特币已不再是孤岛，它已成为全球金融体系的一部分。
总结：
历史告诉我们，每一次深蹲都是为了下一次跳得更高。我们正从“蛮荒生长”迈向机构流动性时代。
📢 你认为 6 万美元是底部吗？还是会跌得更深？在评论区聊聊！ 👇
#Bitcoin #BTC #加密历史 #Wintermute #Binance

Arthur Hayes sent funds to #Wintermute , #Binance , #Flowdesk , #FalconX & #GalaxyDigital

- $ENA 8.57M ($1.06M)
- $PENDLE 950K ($1.14M)
- $ETHFI 2.04M ($954K)

👉 Click Below To Trade 👇

🪒 $32 млрд обсягу торгів пройшли під час збоїв на #Binance

Ринок знову підозрює технічні проблеми та можливу участь #Wintermute у різких рухах ціни.

📉 山寨季已成往事？为什么“普涨狂欢”可能不再回来
许多交易者仍在苦苦等待像 2017 年或 2021 年那样的经典山寨季（Altseason）——即那种“买什么都涨”的疯狂时代。然而，2026 年的市场现实告诉我们：规则已经彻底改变。
为什么市场变了？
流动性高度集中： 正如 Wintermute 的专家所指出的，流动性变得极其稀缺且不均匀。随着 ETF 的普及和机构投资者的深度介入，资金主要流入 BTC、ETH 等核心资产。这些“大资金”对随机的小币种（Shitcoins）毫无兴趣。存量博弈与资产过剩： 每天都有数千个新代币上线，有限的资金被极度稀释。市场已经没有足够的动力去推动所有资产同时翻倍。从投机转向“结构性需求”： Delphi Digital 和 Grayscale 的分析师一致认为，投资者的选择正在变得专业化。资金正向具有以下特征的项目聚集：具有真实收入的协议。拥有代币回购（Buyback）计划的项目。具有成熟商业模式的应用，而非仅仅靠一张“路线图”。
这对我们意味着什么？
所谓的“全面爆发”可能不会再出现。取而代之的是点状爆发。在 2025 年，山寨币上涨的持续时间比 2024 年缩短了三倍。这意味着“捡钱”的时代结束了，深度研究（DYOR）的时代已经到来。
市场没有死，它只是成熟了。 🧠
你还在死守“全面补涨”的幻想吗？还是已经将仓位调整到了有基本面支撑的项目上？欢迎在评论区讨论！ 👇
#山寨季 #加密货币 #交易策略 #Wintermute #比特币

SHIBA INU LIQUIDATION TSUNAMI HITS HARD 🚨

Long liquidations surged 8,972% over shorts in 12 hours! $SHIB is showing extreme weakness.

• Bearish "death cross" confirmed on technicals.
• Trading right on critical support at $0.00000667.
• Failure here triggers deeper downside.
• Wintermute CEO calls current token designs "broken."

The tourists are getting flushed out. Only true believers remain for the rebuild phase. Watch that support level like a hawk. If it breaks, the pain accelerates.

#SHİB #CryptoCrash #DeathCross #Wintermute

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STOP GUESSING! WHY PONDER PRICE ACTION WHEN YOU CAN WATCH THE WINTERMUTE WALLET?

Their activity in $arc today is the ONLY indicator you need. Follow the smart money flow NOW. Don't get left behind watching from the sidelines. This is the clearest signal we've seen.

#SmartMoney #ARC #Wintermute #CryptoAlpha 🚀

ХВАТИТ ГАДАТЬ НА КОФЕЙНОЙ ГУЩЕ!

Зачем гадать, куда пойдет цена, если можно просто смотреть в кошелек Wintermute?

Их активность в $ARC сегодня — лучший индикатор. #TradingSignals #ARC #Wintermute #SmartTrader

比特币 и 山寨币何时反弹？Wintermute 预测：复苏将在 2026 年下半年到来 🚀
许多投资者都在问：市场何时才能走出阴霾，山寨币何时才能迎来爆发？顶级做市商 Wintermute 近期分享了他们的深度见解：
📅 关键时间点：2026 年下半年
Wintermute 认为，随着宏观经济不确定性的降低以及美联储政策路径的进一步明确，市场有望在 2026 年下半年迎来全面复苏。
为什么这个周期与众不同？
尽管目前市场情绪低迷，但 Wintermute 指出了几个积极信号，暗示本轮周期的修复速度可能快于以往：
✅ 无系统性崩塌： 与之前的熊市不同，本次市场并未出现大规模的强制破产浪潮或系统性连锁危机。
✅ 基础设施更稳固： 稳定币的使用量持续增长，显示出强大的市场韧性。
✅ 机构兴趣依旧： 机构投资者并未离场，这种底层的支撑为未来的反弹埋下了伏笔。
结论：
由于缺乏“强制性清算”的压力，一旦宏观环境好转，市场回暖的速度可能会超出预期。2026 年下半年被视为新一轮牛市启动的关键窗口期。📈
你怎么看？你认为复苏会提前到来，还是认同 Wintermute 的观点？欢迎在评论区讨论！👇
#BTC #山寨币 #Wintermute #加密货币 #市场分析

When is the Crypto Recovery? Wintermute Sets a Target for 2026 🚀
The big question on everyone's mind: When will Bitcoin and altcoins finally break the bearish trend? Market maker Wintermute has weighed in with a bold outlook for the coming seasons.
📅 The Target: Second Half of 2026
According to Wintermute, the full-scale market recovery is expected in H2 2026. This timeline aligns with a projected decrease in macroeconomic uncertainty and a clearer policy direction from the Federal Reserve.
Why this cycle is different (and potentially faster):
While the current sentiment feels heavy, Wintermute highlights several reasons for optimism compared to previous bear markets:
✅ No Systemic Contagion: Unlike past crashes, this cycle hasn't been defined by a wave of forced bankruptcies or systemic collapses that previously dragged the industry down.
✅ Robust Infrastructure: The continuous growth of stablecoin adoption shows that the market's "circulatory system" is stronger than ever.
✅ Institutional Resilience: Big players haven't left the building. Institutional interest remains steady, providing a solid floor for the next leg up.
The Bottom Line:
The absence of forced liquidations means the market could bounce back faster once the macro clouds clear. Wintermute views the end of 2026 as the prime window for the next major bull run. 📈
What’s your move? Are you accumulating now for 2026, or do you think the recovery will happen sooner? Let’s discuss in the comments! 👇
#Bitcoin #Altcoins #Wintermute #CryptoMarket #TradingInsights

《从跟单做市商亏损到与贝莱德并肩：我的 2026 链上生存实验》
正文：
每一个在币圈熬过的人，都曾以为自己是那个“能跑赢收割机”的天才。
就在不久前，我还守着 Arkham Intelligence 的实时监控，死盯着 Wintermute 和各路做市商的每一笔转账。我以为抓住了“500万美金充值进场”的异动，就能在毫秒级的博弈中分一杯羹。
结果是，我被机构“教做人”了。
当你在屏幕前为了一次 2% 的波动心跳加速、手动点击合约下单时，做市商的 AI 算法已经在几微秒内完成了洗盘、插针、收割。我发现：散户试图在短线上斗过机构，就像用木矛去冲锋自动火炮。
这种“快进快出”的幻觉，不仅消耗了我的本金，更消耗了我的精力和生活。
所以，今天我决定正式转型。
从今天起，我不再做那个被做市商耍得团团转的短线赌徒。我的 Arkham 监控雷达 依然开启，但它的指向变了：
从“搏杀”转向“跟随”：我不再关心 Wintermute 如何插针，我只关心 BlackRock（贝莱德） 这种明庄在如何布大局。机构不离场，我就不动如山。从“合约”转向“现货+空投”：放弃那些让我睡不着觉的高倍杠杆。我会用时间去置换价值，专注于像 Monad、Berachain 这样高融资、零成本的顶级测试网机会。从“投机者”转向“记录者”：我会在币安广场和大家分享我监控到的巨鲸建仓逻辑、零成本撸毛攻略以及长线定投的心法。
资金小不是加杠杆的理由，而是学习“复利”和“耐心”的动力。
在这个由贝莱德开启的“机构大航海时代”，我们不需要比机构跑得快，只需要站在他们的肩膀上，看清浪潮的方向。
我是 [你的名字/ID]，一个正在进化的“长线观察员”。如果你也厌倦了被来回收割，欢迎关注我，我们一起用“机构视角”重新审视这个市场。
#arkham #Wintermute #btc

Причина різкого падіння ринку — масові продажі $BTC великими гравцями (за даними трекінгу ончейн-рухів):

• #Binance — 40 467 BTC
• #Wintermute — 12 697 BTC
• #Coinbase — 15 630 BTC
• Trump insider — 15 189 BTC
• Kraken — 5 548 BTC
• OKX — 7 966 BTC

👉 Сукупний обсяг створив сильний тиск на ціну та каскад ліквідацій.
⚠️ Висновки про «маніпуляцію» — версія ринку, а не офіційне підтвердження. Го

Almost unreal 🙈 old-school $ETH wallet -- the kind you don’t see waking up very often, just made a move that turned a few heads. About five hours ago, address 0x6606B5cF354c928B88B95A7B8fAaFd802C37Bf35 sent 5,000 #ETH to #Wintermute , worth roughly $14.7 million at today’s prices.
Here’s the part that makes people pause for a second longer than usual. This ETH is suspected to have been acquired at a cost as low as $9.35. Yeah… single digits.
So whether this turns into an outright dump or just liquidity provisioning, one thing’s clear --- this wallet is sitting on gains most traders can’t even imagine. Selling here wouldn’t feel like timing the market. It would feel like closing a chapter that started years ago.

$B2 HUGE MOVE INITIATED!

Entry: 0.000000000000000001 📉
Target: 0.000000000000000002 🚀
Stop Loss: 0.000000000000000000 🛑

Did you see that wallet? 0x76801132a22801640284cd67f7dd41fed2926b6a is Wintermute’s personal vault for $B2. They aren't just trading; they are vacuuming liquidity. Local buys massively outweigh sells. This is the textbook setup before liquidating every short seller. Are you ready to fade Wintermute?

#B2Network #Wintermute #SmartMoney #CryptoHustle #L2
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$B2 ИГРА ПО КРУПНОМУ НАЧАЛАСЬ!
Вы видели этот кошелек? 0x76801132a22801640284cd67f7dd41fed2926b6a — это личный «сейф» Wintermute для $B2.

Они не просто торгуют, они ПЫЛЕСОСЯТ ликвидность.
Локально покупок в разы больше, чем продаж.

Это классическая база перед выносом всех шортистов ногами вперед. Хочешь стоять против Wintermute?

#B2Network #Wintermute #SmartMoney #CryptoHustle #L2

WINTERMUTE DUMPING $pippin — INSIDE INFO OR JUST TRENDING? 🤐

A whale wallet, Wintermute, just dumped over $300k into $PIPPIN. Price instantly surged 10%. This address now holds $500k in tokens.‼️‼️‼️

Wintermute doesn't move without a reason. Expect a major listing or serious market making activity incoming. Keep your finger on the pulse! 📉🚀

#PIPPIN #SmartMoney #CryptoTrading #Wintermute 💥

🚨 Whale Transfer Alert:

A significant amount of cbBTC has been transferred from Wintermute to an anonymous address, raising speculation about market intentions and potential liquidity shifts. 🐋

#BTC #Wintermute #Crypto #Blockchain

Since $FDUSD depegged, #Wintermute has transferred 75M $FDUSD to First Digital Labs.

They likely bought $FDUSD at a discount during the depeg and redeemed it 1:1 through First Digital—making a solid profit.

🚨 BREAKING: Wintermute CEO shuts down all the rumors! ❌
Amid the online buzz claiming that Wintermute was planning to sue Binance, the CEO has set the record straight —

“Literally no plans to sue Binance, nor see any reason to do it in the future.”

So yeah, turns out the drama was just noise. 😅
No lawsuit, no bad blood — just business as usual between two major players in the crypto world. ⚡
#Binance #Wintermute #CryptoNews #FUD #Write2Earn

$COW You are the exit liquidity of #Wintermute The team is selling. Besides, they unblock roughly $81.05K everyday onto the market.

🚀 Wintermute CEO Addresses Market Criticism & Transparency in Crypto

📢 Evgeny Gaevoy, CEO of Wintermute, has responded to recent claims about the firm’s role in the crypto market. Founded in 2017, Wintermute is a major algorithmic trading firm operating in DeFi, CeFi, and OTC markets, ensuring liquidity and efficiency.

💡 Key Takeaways from Gaevoy’s Statement:

🔹 No Price Manipulation – Gaevoy denied allegations, attributing market drops to macroeconomic factors like the DeepSeek event and tariff policies affecting global finance.

🔹 Risk Management Strategy – Wintermute follows a delta-neutral trading model, reducing exposure to market swings while maintaining 20-30% crypto holdings since 2020.

🔹 Transparency Matters – He called for clearer token market-making agreements and dismissed claims of coordinated price actions with exchanges like Binance.

🔹 Recent Arbitrage Profits – Wintermute seized an opportunity by moving $75M in FDUSD, securing an estimated $3M profit during the recent depeg.

🔥 Is algorithmic trading good or bad for the crypto market? Drop your thoughts below! ⬇️

#CryptoNews #Wintermute #DeFi #CeFi #CryptoTrading