FL蚂蚁仓

$NMR had just 7 transactions in a day, yet $8.28 million was withdrawn—the biggest total on the board. The last transaction was at 8:41 last night.

Major CEX outflows over the past 24 hours (yesterday at 2 p.m. to today at 2 p.m.), grouped by where the funds went 👇

1️⃣ Withdrawals to on-chain wallets
There wasn’t much activity here today. ENA had 2 withdrawals from Bybit to on-chain wallets, and CAP had 3. Let’s see if they get deposited back later.

2️⃣ Transfers to Korean exchange Upbit
CAP: 14 transactions totaling $2.571 million. 6 transfers from Bybit to Upbit, with no activity since 7:11 this morning. SYRUP: 7 transactions totaling $1.687 million. 4 transfers from Gate to Upbit, including a single $1.451 million transfer in the past 4 hours. Keep an eye on Upbit’s premium and trading volume.

3️⃣ Large amounts, few transactions
Of NMR’s $8.28 million, 4 transfers were from Gate to Upbit; withdrawals occurred on only 3 of the past 7 days. $ASTER had 10 transactions totaling $6.499 million, with 2 transactions totaling $3.837 million between 8 a.m. and noon. Let’s see if the whales keep moving funds.

4️⃣ Picking up pace recently
Lobster: 36 transactions totaling $2.821 million. 23 transfers from Gate to KuCoin, including 9 more totaling $490,000 in the past 4 hours. $FET had 16 transactions totaling $7.815 million, including 3 totaling $1.047 million in the past 4 hours. But the route was Binance to Binance, then to Binance.US—looks like funds moving between their own wallets. It only counts as a real acceleration if withdrawals continue tonight.

Data from FlowLens monitoring. Withdrawals don’t indicate a particular direction; they’re just on-chain movements and not a recommendation.

#链上数据 #Withdrawals

NMR shorts got another lesson as soon as it got listed on Upbit. Here are a few trading-related things to look at this morning 👇

1️⃣ $NMR Upbit opened KRW and USDT spot trading last night at 19:45. It’s up 36% over 24 hours and is currently around $16.23. The wild part is Binance funding at -0.4471%/8h, which annualizes to nearly -490%—shorts are paying 0.45% every 8 hours. Over the past 24 hours, $989,000 in shorts were liquidated, versus $654,000 in longs. Price moves from listings on Korean exchanges come and go quickly. With funding this negative, neither side should use heavy leverage.

2️⃣ $ORCA is still climbing, up 31.5% over 24 hours to $3.14 and 96.8% over 7 days—nearly doubled. The catalyst is a governance proposal to distribute revenue to token holders. Binance funding is -0.0963%/8h, twice as negative as yesterday’s -0.0479%, so shorts are getting squeezed harder as the price rises. Over the past 24 hours, $1.65 million in shorts were liquidated, versus $628,000 in longs.

3️⃣ On the downside: MINA is down 23.2% over 24 hours, the biggest drop among the top 250 by market cap, and is currently at $0.1105. Liquidations totaled $579,000, 78% of them longs. I couldn’t find any clear negative news, so don’t rush to buy the dip. MON is also interesting: Robinhood just listed it for spot trading sometime after 21:00 last night, but the price is down 8.95% over 24 hours.

4️⃣ $BTC Binance spot is at $85,372, down 0.58% over 24 hours. It spent the day moving between $85,136 and $86,699. Across the market, $26.13 million was liquidated over 24 hours, with longs accounting for 57%. Futures funding is +0.0028%, and the long/short ratio is 0.92, so shorts slightly outnumber longs. There’s a sell order of about $6.1 million sitting at $85,902 on Coinbase spot above—let’s see if it can be absorbed.

5️⃣ ZRO is up 9.7% over 24 hours to $2.27. A token unlock of about 25.71 million tokens is scheduled for 10/20 at 08:00, equal to 2.57% of the total supply and worth roughly $58 million at the current price. If you’re thinking of chasing the move, check the calendar first.

Just market notes, not investment advice. Take it easy with leverage.

#资金费率 #爆仓 #TokenListing

$RLC surged 88% in a day. What’s wild is that more and more people are opening shorts as it rises. Here are today’s key market points 👇

1️⃣ RLC is currently at $0.70, up 88.5% in 24h. The Binance long/short ratio fell from 2.43 at 13:00 yesterday to 0.66 by noon today, with funding at -0.0452%/8h. Over the past 24h, $3.99 million in shorts were liquidated, compared with $1.83 million in longs. If the long/short ratio rebounds and funding returns near 0, it likely means the shorts have been flushed out.

2️⃣ ORCA is up 20.2% in 24h, with Binance funding at -0.0479%/8h and open interest 125% above normal. MOVR has risen 105% in 7 days, while short leverage continues to build. Rising prices and increasingly negative funding mean shorts are stubbornly holding on.

3️⃣ $BTC is caught between two liquidation walls (Coinglass): a move above $89,775 would liquidate about $1.488 billion in shorts, while a drop below $81,587 would liquidate about $1.316 billion in longs. $53.99 million was liquidated in 24h, 72% of it in longs. Price could easily get swept back and forth within the range, so don’t place stop-losses right at round-number levels.

4️⃣ At 08:00 on $APT 10/11, about 11.31 million tokens are set to unlock. GSR-linked addresses deposited 578,010 LINK to Binance over two days, worth about $8.25 million. Depositing tokens doesn’t mean they’ll be dumped immediately, but be cautious about chasing the price higher.

5️⃣ Grayscale has filed listing documents with the SEC for a HYPE staking ETF. An actual listing is still a long way off, but it’s worth noting.

These are just market observations, not financial advice. Go easy on leverage.

#资金费率 #合约 #爆仓

Jungle in the Day