$AAVE lopsided day: $19M UNI and $15M PEPE landed on exchanges, supply that can now be sold, while the amounts leaving stayed small by comparison, $AAVE , PENGU and SKL each under $700K taken off.
crowd is all one direction too. ADA long/short at 73/27 and DOGE at 72/28, both green on the day, but the fresh money into ADA and DOGE positions is actually negative, longs got paid, size didn't grow. that's a crowded trade riding a move it didn't build.
KERNEL shorts are paying almost -0.75% to stay short, that's not a normal fade, someone is uncomfortable.
watching tomorrow: does UNI and PEPE supply on exchanges actually get sold, or just sit there.
NFA
crowd is all one direction too. ADA long/short at 73/27 and DOGE at 72/28, both green on the day, but the fresh money into ADA and DOGE positions is actually negative, longs got paid, size didn't grow. that's a crowded trade riding a move it didn't build.
KERNEL shorts are paying almost -0.75% to stay short, that's not a normal fade, someone is uncomfortable.
watching tomorrow: does UNI and PEPE supply on exchanges actually get sold, or just sit there.
NFA
