余烬Ember

Bosses, the Binance Web3 wallet brushing Alpha hasn't linked the invitation code yet, you can use my invitation code to link it. Existing old accounts can also fill it in. It can reduce the trading fee by 10%, and over time, it can save a lot if you brush it every day.

How to link: In the Binance App wallet homepage, click "Invite" → click to enter the invitation code → copy the invitation code "EMBER" and paste it, then click confirm to be OK.

Recently, BTC and ETH ETF outflows have been breaking records. BTC ETF has seen outflows for 11 consecutive trading days, while ETH ETF has experienced 15 consecutive days of outflows. The capital loss from ETFs is quite severe.

◎BTC ETF has had outflows for 11 straight trading days, totaling $3.452 billion. During this period, BTC's price dropped from $81,710 to $70,111 (-14.2%).

◎ETH ETF has had outflows for 15 consecutive trading days, amounting to $757 million. During this time, ETH's price fell from $2,412 to $1,956 (-18.9%).

Institutions are still buying and staking, pushing HYPE to a new high of $75.8 this morning. Over the past 10 hours, at least 1,136,000 HYPE ($82.42 million) has been pulled from exchanges and staked by ETFs and institutions like Bitwise Hyperliquid ETF, a16z, and Galaxy Digital:

◎ Bitwise Hyperliquid ETF (BHYP): Withdrawn 336,000 HYPE ($24.43 million) from Coinbase and staked it.
Address: 0x6183AeCb22b09b4CB167F2B42C611243C7E74318

◎ a16z: Withdrawn 300,000 HYPE ($21.58 million) from exchanges like Kraken and OKX, and staked it.
Address: 0xeef3BE98fbAC9a11c73713255Fe871D1E694D00C

◎ 0x279...BA8 Address: Withdrawn 191,000 HYPE ($13.80 million) from Coinbase Prime.
Address: 0x279Ba9f37ad2F7C2d7F6Fb48fa4E84D84273aBA8

◎ 0x9C4...6FC Address: Withdrawn 160,000 HYPE ($11.71 million) from Coinbase and staked it.
Address: 0x9C40f18dc57DE8cb89C01322db7f2692D2C8d6FC

◎ Galaxy Digital: Staked 147,000 HYPE ($10.90 million).
Address: 0x8e489d045f2130C9e98426E1D5d2d229753f93ab

With Strategy's first sale of 32 BTC, breaking their previous stance of never selling BTC, the market has gotten tougher (they're expected to continue selling BTC).

The only treasury company still accumulating and hasn't sold any coins is Bitmine, but their holdings are down 43%. How much longer can they hold on? So Tom Lee, when are you planning to sell ETH? 🥹

--------------------------------------------------------------------------
Last week's trading activities of the largest treasury companies for Bitcoin and Ethereum:

◎ Bitcoin treasury company Strategy (MSTR) sold 32 BTC for about $77,135 each last week ($2.47 million). They now hold a total of 843,706 BTC ($60.936 billion), with an average cost of $75,699, showing an unrealized loss of $2.932 billion (-4.6%).

◎ Ethereum treasury company Bitmine (BMNR) purchased 26,497 ETH for about $2,061 last week ($54.61 million). They currently hold a total of 5,416,901 ETH ($10.763 billion), with an average cost of $3,485, showing an unrealized loss of $8.116 billion (-43%).

Whoa, did MicroStrategy just really test the waters and pull off a sell?!

After a massive pump of 40% today for Binance Life, a trader who bought in just half an hour after Binance Life launched last October has started taking profits: 30 minutes ago, he moved 3.5 million Binance Life ($2.38 million) into Binance.

He turned $2,480 into 12.38 million through Binance Life, a whopping 5000x...
◎ In just half an hour after Binance Life went live last October, he snagged 18.5 million Binance Life for only 2.14 BNB ($2,480), with an average price of just $0.00013.
◎ It's not surprising to buy early and low, but what's impressive is that he held on: he only started selling today, and after transferring 3.5 million Binance Life to Binance, he still holds 15 million Binance Life ($10 million) on-chain.

Address: 0xd0a20458d96a1ab3f1f43e7270185546aa760dbf

HYPE is at $73 now... Back in November last year, a whale chased the price up, going long with 1.38 million HYPE at $38.6, and now he's sitting on a sweet profit of $47.46 million...😳
His position value has skyrocketed from the initial $53.38 million to over $100 million now, but it looks like he’s not planning to take profits just yet.

This address has been on everyone's radar since he opened his position last year, going from a paper loss of $26 million close to liquidation, to breaking even, and now riding the wave with HYPE hitting new highs and a floating profit of $47.46 million.
Sometimes I really admire him, he’s the one cashing in 😂: Most folks wouldn’t be able to hold on like that. Either they cut losses at the bottom, or they bail once they break even, and those with strong hands probably exited when it hit that new high at $59.

Address: 0x082e843a431aef031264dc232693dd710aedca88

Whale scooping up $WLFI?
One address just pulled 60.87 million WLFI ($3.55 million) from Binance to the chain in the last 2 days. Average price $0.058.

Address: 0x56c7224bbDbD48E1b25f2C344708D590D6B379B7

Whale "lovelystuff" placed a $10.44 million bet on the Champions League final and ended up making a profit of $1.15 million.

In the final, Paris Saint-Germain clinched the win over Arsenal in a penalty shootout, but the regular 90 minutes ended in a 1:1 draw.
Polymarket settles based on the score at the end of regular and stoppage time, so the whale "lovelystuff" bet $7.18 million on PSG to win, but went for the "no" option, which ended up paying off, netting him $4.41 million.

However, his $3.26 million bets on Arsenal winning the final and securing the championship both went to zero.

Overall, he still walked away with a profit of $1.15 million.

The match is about to kick off, and he's upped his position to $9,760,000 😳

If he loses, it's a total wipeout; if he wins, he's looking at a profit of $8,140,000.

Whale "lovelystuff" is still stacking bets on Arsenal winning the early morning Champions League final, with an investment that has reached $6.87 million.

If the bet goes to zero, he loses it all; if it hits, he stands to rake in $6.01 million.

Whale "lovelystuff" is betting $4.02 million on Arsenal to win the Champions League final early this morning. If it goes his way, he's looking at a win of $3.62 million.

He's convinced Arsenal can take it all the way, having already placed a hefty bet of $2.13 million on EPL 5/24 for Arsenal to beat Palace, which turned out to be a winning play, netting him $1.95 million.
By the way, if Arsenal clinches the championship, that'll be a three-win streak for him, raking in a total profit of $5.57 million!

10 minutes ago, it looks like the address of Dragonfly Capital transferred 137 million $SKY ($9.05 million) into Coinbase.

Are they looking to short? These SKY tokens were likely withdrawn from Binance about 5 years ago (August 2021) when they were valued at $20.45 million, and now they've shrunk to just over half at $9.05 million.

Address: 0xBcCF91091b18E3F8590d705fc9cF431Df5C1E1b8

Bitmine has been moving the ETH they purchased this week onto the chain every Friday for the past few weeks.
This week is no different: 6 hours ago, they transferred 25,000 ETH ($50.56 million) from Kraken to their on-chain address.

Address: 0x0D386614CFd768A157937b9722D3C0348B564b19

The biggest long on Hyperliquid for Micron Technology ($MU), worth $21 million, has been closed for a profit.

Entered at $575, took profit at $956, cashing in a gain of $8.19 million.

Whale Evaded just closed out a short on BTC and ETH worth $96.74 million during the recent bounce, raking in a profit of $1.87 million.

◎Opened short at 75,991 with 960 BTC, closed at 74,159, profit of $1.8 million;
◎Opened short at 2,033 with 12,600 ETH, closed at 2,027, profit of $70,000.

Address: 0x86523927bffeafe2e532f0218feb1f3c29f6120d

The last whale on Hyperliquid went long with 25x leverage, opening a position of 12,900 ETH at a price of $2,011.7 (totaling $26.1 million).

The liquidation price is at $1,967.1, just $45 away from the entry price.

Address: 0xce82df2573ecb0a76db15c0ff380ef65e9258c97

HYPE's top short holder, loracle.hl, keeps selling HYPE:
After offloading 557,000 HYPE ($33.35 million) last Thursday, he’s now redeemed another 892,500 HYPE.
Just 2 hours ago, the successfully redeemed 892,500 HYPE ($55.60 million) was transferred to Hyperliquid, where he’ll likely continue his sell-off.

Similarly, after moving the 892,500 HYPE to Hyperliquid, he’s also applied to redeem the last 700,000 HYPE from his wallet.

Hyperliquid address: 0x8def9f50456c6c4e37fa5d3d57f108ed23992dae
HyperEVM address: 0xfae95f601f3a25ace60d19dbb929f2a5c57e3571

Wow, the secondary investment firm Trend Research under Yilihua actually has an address with 2.16 million UNI in it. I never noticed this before, but those 2.16 million UNI ($6.61 million) were just transferred to Binance 20 minutes ago.

So, they've offloaded a total of 7.57 million UNI ($24.55 million) and 228,700 COMP ($4.44 million) in just 4 days, realizing a loss of $46.98 million😰

Address: 0xF99E55476BDD65bf9D8B48f57fb9D9508d0DADc4

The address marked as Strategy transferred 411.5 BTC ($30.25 million) to Coinbase Prime an hour ago.

Is MicroStrategy really about to start shorting, or is this a mislabelled address?
Currently, the BTC price is hovering around MicroStrategy's cost basis ($75,700), so if they sell, it's basically just to break even.

Address: 3H1Jw2Tq4K1QthD436Fjm9NeU2btKC66Yc