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BTC $75,269.56 -1.22%
ETH $2,238.53 -2.36%
BNB $612.90 -1.73%
XRP $1.35 -2.10%
SOL $82.01 -2.08%
TRX $0.3229 -0.16%
DOGE $0.1016 +2.17%
ADA $0.2403 -2.59%
BCH $443.50 -1.16%
LINK $8.98 -2.89%
HYPE $39.52 -0.67%
AAVE $92.85 -4.42%
SUI $0.8902 -3.71%
XLM $0.1591 -1.97%
ZEC $320.54 -4.10%
BTC $75,269.56 -1.22%
ETH $2,238.53 -2.36%
BNB $612.90 -1.73%
XRP $1.35 -2.10%
SOL $82.01 -2.08%
TRX $0.3229 -0.16%
DOGE $0.1016 +2.17%
ADA $0.2403 -2.59%
BCH $443.50 -1.16%
LINK $8.98 -2.89%
HYPE $39.52 -0.67%
AAVE $92.85 -4.42%
SUI $0.8902 -3.71%
XLM $0.1591 -1.97%
ZEC $320.54 -4.10%

showdown

4E: BTC Thanksgiving Giant Whale Showdown, Solana ETF Ends Consecutive Net Inflows

According to 4E observations, a rare long and short whale counterpart appeared in the BTC market during Thanksgiving. Lookonchain monitoring shows that whale 0x0ddf9 opened a 3x BTC short position at $89,765.6, with a scale of $91 million (1,000 BTC), currently facing an unrealized loss of about $1.16 million; meanwhile, new wallet 0x2c26 opened a 20x long position at $90,278.7, with a scale of $51.4 million (563.68 BTC), currently facing an unrealized gain of about $524,000. The high-leverage long and short hedging sets the stage for volatility during the holiday period.The on-chain funding situation remains active. OnchainLens shows that Bitmine purchased 14,618 ETH from BitGo, with a total value of $44.34 million, continuing the trend of institutional asset allocation leaning towards ETH. The BTC reserve side has also strengthened—data indicates that the top 100 listed treasury holdings collectively hold 1,058,581 BTC, with 9 increasing their holdings and only 1 reducing them in the past 7 days, indicating that long-term funds are still steadily accumulating.On the investment side, structural differentiation has emerged. According to SolanaFloor monitoring, the Solana ETF ended 22 consecutive days of net inflow, with a net outflow of $8.2 million yesterday for the first time; among them, 21Shares saw significant outflows, while Bitwise still had a net inflow of $13.3 million. Signs of rotation in mainline funds have strengthened, and investors' short-term risk appetite remains in a state of repeated contention.4E reminds investors: the increase in BTC whale counterpart positions intensifies short-term volatility, and the ETF funding structure and stablecoin regulatory progress will become key observation points for sentiment adjustment in the future. Prioritize stable positions; rhythm is more important than direction.
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