無名先生
無名先生
主攻領域｜#Airdrops • 金融分析師、信息搬運工！
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AguilaTrades chased up 378 $BTC in the evening, pushing his own liquidation price from below today's lowest point to above it.
At 09:45 this morning, Hyperliquid hit the day's lowest at 61,970. His lowest long position was executed at 61,970. He bought 956 units within 20 minutes at an average price of 62,612.
At that time, even if he held without moving, the liquidation price was around 61,264, more than 700 dollars lower than this spike.
But he didn't stop. At 16:21, he added 150 units at 64,205, and from 17:01 to 17:03, he chased another 228 units around 65,500, making a total of exactly 2,000 units, 40x leverage, 131 million dollars.
The liquidation price was raised to 62,140, 170 dollars higher than this morning's bottom.
He has indeed been aggressive these 5 days:
11/10 deposit 653,000 → 11/12 early morning 370,000 → 11/13 evening 2.17 million → 11/14 evening 4.06 million → now 8.26 million
No additional deposits in between, 4 days of closing positions pocketed 4.04 million.
Four days ago, I wrote that he reversed direction three times in just over 3 hours, with fees exceeding losses. Now there are 8.26 million in the account, with 3.72 million unrealized profit from this long position.
The same spike at 62,000 this morning sent him to the table, and now these 2,000 units can be liquidated at once.
$BTC first dropped 3.3% today, then reversed to rise 3% by evening. In nearly 1000 days of Binance daily charts, there have only been 2 days where it dropped this deeply yet still closed up more than 2%.
Today's daily opened at 64,150 at 08:00. It dropped to 62,006 at 09:45, then surged to 66,132 at 17:12.
Just from 16:17 to 17:12, in 55 minutes, it rallied 2,259 dollars.
Those 2 days were:
February 3, 2025, lowest 91,231, closed 101,328. 25 days later, on February 28, it dropped to 78,258, so that big bullish candle did not hold.
February 6, 2026, lowest 60,000, closed 70,580. In the following 30 days, the lowest was 62,510, so 60,000 was the bottom.
One was a false bottom, the other a true bottom.
Today is to count as the 3rd time; the close at 08:00 tomorrow morning must hold above 65,433. The line I wrote this morning is 67,059; if it reaches there, the daily RSI will return to 30. At 17:16, the current price is 65,764, RSI 25.7, still nearly 1,300 dollars short.
Pulling back does not mean the bottom is in. That day in February 2025 also rallied 10,000 dollars in one day.
$ETH was the largest buyer, purchasing only 9,587 coins throughout last week.
At 04:54 early this morning, Binance spot traded 17,846 coins in one minute, nearly twice its weekly amount.
This buyer is Tom Lee's BitMine.
In August last year, it could buy 317,000 coins in a week. The recent four weeks' announcements are: 12,535, 10,452, 8,573, 9,587. The same one-week period now only amounts to one thirty-third of that year.
And it's almost full. Holding 6.07 million coins, it is about 40,000 coins short of its self-set 5% limit. At this pace, it will reach the cap in just over four weeks. Tom Lee has said before that it will stop buying once it hits 5%.
At 00:53 early morning, he posted a long article explaining this round of decline: Nvidia's plunge triggered margin calls, Anthropic's pre-IPO cash-out, and the $6.3 billion theft compensation funds were converted into stablecoins. The last sentence was "headwinds will pass." At that time, ETH was 1,827. Today at 09:45, $BTC hit 62,006 in the same minute, and ETH dropped to 1,711.
According to the tracking panel's estimated average cost of $3,353, BitMine's current 6.07 million coins are at an unrealized loss of about $9.5 billion. ETH needs to rise 88% to break even.
Still buying does not mean it can still support the price.
$BTC If it falls below 400 USD again, its market cap will be overtaken for the second time by Eli Lilly, the seller of weight loss injections.
The first time was this morning. Based on a circulating supply of 20.11 million, if BTC falls below 63,931, it ranks behind Eli Lilly; if it falls below 62,634, even Buffett's Berkshire Hathaway surpasses it, pushing it out of the global top 15 assets.
Binance spot broke below Eli Lilly's line at 06:08, below Berkshire's line at 09:22, and hit 62,006 at 09:45. It only climbed back to 15th place at 10:02 and only surpassed Eli Lilly again after 10:16.
The most heartbreaking point: The US stock market was closed over the weekend, so Eli Lilly and Berkshire Hathaway's market caps remained at Friday's close, unchanged. It was BTC itself that fell and collided with them.
One year ago today, BTC opened at 94,594, with a market cap about twice that of Eli Lilly. Over this year, BTC dropped 32%, while Eli Lilly's stock price rose 41%.
The promised digital gold now stands at 1.29 trillion USD, less than one-twentieth of gold's 27 trillion. To reclaim 13th place, it must first rise back to 76,692, pushing Tesla out.
8 minutes before today's $BTC lowest point, someone went long with 80.8 contracts. 84 minutes later, he reversed to short and was liquidated.
It's still the same 0x4b62 I wrote about this morning. I messaged him at 09:47 "not liquidated," but actually he had already returned to the desk 10 minutes earlier.
The bottom he caught:
At 09:37, went long at 62,379. 8 minutes later, Hyperliquid smashed down to today's low of 61,970, just over 400 dollars away from his entry price.
Closed at 10:00, made 35,000 profit, held for 23 minutes.
The rebound he didn't hold:
At 10:06, reversed to short at 63,436. At 10:16, partially liquidated twice by the system, at 10:23 added 200,000 $USDC short, increasing to 138.8 contracts at 64,394.
At 11:01, price surged past 65,300, 138.8 short contracts were liquidated once, losing 162,000. Two minutes later, this rebound peaked at 65,574.
The long position held without moving, by 11:03 could have earned about 258,000.
In reality, over these 84 minutes, after fees, he net lost about 148,000. The 5 trades at night netted 158,000 profit, almost all given back.
The 40x $BTC whale who was only a few hundred dollars away from liquidation last night didn't get liquidated. He added funds to close the position 4 minutes later, and the price pierced through his original liquidation price.
Still 0x4b62. At 23:23, he added $300,000 to Hyperliquid, and at 23:27, he closed 22.5 long contracts with a loss of $14,400.
At 23:31, BTC dropped to 65,045, $9 lower than his original liquidation price of 65,054.
The person who failed to survive two long attempts yesterday reversed and made 5 trades overnight:
short, short, long, short, short.
All 5 trades were profitable, netting about $158,000 after fees.
From 04:26 to 05:44, he withdrew 350,000 $USDC in three transactions.
At 08:37, he closed the last short position of 68.6 contracts, earning $21,000.
25 minutes later, BTC fell below 63,000. If he had held that short until the low at 09:34 of 62,268, he could have earned $120,000.
Around 09:37, he opened a long position of 60.6 contracts at 62,380, approximately $5.04 million.
Yesterday he bottom-fished at 65,909, and today at 62,380 again. Is the money earned overnight pocketed, or has it become the principal for another bottom-fishing?
Someone has already set the $BTC target price at $300,000!
Boldly bullish, firmly holding.
Could the real big market still be ahead? 🚀
The entire network's $BTC liquidation heatmap is worth paying attention to.
Liquidity for liquidations is relatively sparse above, while a large number of positions are concentrated around 50K.
Liquidity is more concentrated below; will the market continue to move downwards to seek liquidity next?
It has been 17 days since Binance was hacked.
As a result, $BTC has dropped another $17,000, averaging a $1,000 drop per day.
A small drop every day seems like it could avoid insolvency.
This sarcasm is a bit harsh.
