rolling

The founder of the Liebit Mining Pool (B.TOP), Jiang Zhuoer, expressed his views on Strategy's decision to sell Bitcoin. He believes that Strategy will not sell a large amount of coins, but will only sell a small amount to pay interest.Jiang Zhuoer thinks that Strategy is issuing new STRC to raise funds to buy more BTC, while selling a very small amount of early low-cost BTC to realize accounting gains for paying STRC interest. This is a manifestation of its "rolling strategy." However, not selling at all would make investors suspicious of "using new money to pay old interest." Selling a small amount can generate real profits, maintain the image of "never selling coins," and facilitate continued financing.

Fundstrat's research director Tom Lee stated that although the "Tech Seven" have emerged from the downturn, the overall market risks have not been alleviated, and other sectors may gradually enter a "rolling bear market" later in 2026.He believes that the demand for AI remains strong, which will support the major indices in maintaining resilience by the end of the year, but internal market differentiation will intensify. In an interview with CNBC, he said, "The bear market for the Tech Seven and the software sector has ended," but emphasized that this does not represent the overall market.Lee pointed out three potential disruptive factors: fluctuations in the midterm election cycle, selling pressure after the lock-up period for tech company IPOs expires, and tight energy supply. Among these, he views energy as the most direct risk, warning that "the moment of reckoning is approaching: there is a shortage of oil product inventories that cannot be alleviated in the short term," and companies reliant on energy will be under pressure.He remains optimistic about the core support of the U.S. economy—energy independence and improved AI productivity—advising investors to focus on areas with strong earnings certainty, stating that "the companies that truly strengthen are those that control scarce resources." He mentioned that the semiconductor sector has shown signs of overheating, but in the short term, capital momentum still leans towards AI suppliers and tech leaders, while other industries may gradually enter an adjustment phase.

According to monitoring by Hyperinsight, in the past two hours, Ma Ji Huang Li Cheng has once again rolled over and increased his ETH long position by about 550 units, raising the average entry price and pushing the liquidation price up to $2,220. The current price of ETH is only $47 away from its liquidation line, and the $20.4 million long position has become the closest ten-million-level ETH long to liquidation on the Hyperliquid platform since Ma Ji last fully exposed all funds on March 26, having accumulated a deposit of $1.195 million to the platform.As of the time of writing, the actual funds in the account are only about $850,000. Frequent rolling and trading operations over the past one and a half months have not only failed to accumulate profits but have instead resulted in a net loss of about $345,000. Currently, this address holds a $20.4 million ETH long position and a $4 million BTC long position, with a total unrealized loss of about $500,000.

According to on-chain analyst Yu Jin's monitoring, whales/institutions controlling 59% of the circulating supply have transferred the last 278 million NOM (1.24 million USD) held on-chain to Binance.As of now, they have transferred everything to Binance in the last day and a half. Since they started transferring NOM to Binance, the price of NOM has dropped from 0.007 USD to 0.004 USD, a decrease of 45%.

According to monitoring by Hyperinsight, Huang Licheng was subject to a large forced liquidation on March 26, leaving his account with only about $90,000. He then deposited $700,000 into Hyperliquid to replenish funds and initiated this round of long positions.This address currently holds 10,875 ETH long positions, priced at $24.29 million, with an unrealized profit of over $1 million and a liquidation price of $2,061.19.

According to on-chain analyst Yu Jin's monitoring, the controlling party of SIREN has consolidated chips scattered across hundreds of wallets into 48 wallets in the past few hours, involving approximately 484.6 million tokens, accounting for 66.5% of the total supply, currently valued at about 1.04 billion USD.On-chain data shows that the aforementioned chips were accumulated at an average price of about 0.045 USD through hundreds of wallets by the end of June 2025, with a total expenditure of about 21.8 million USD. SIREN has risen from 0.08 USD to 2.1 USD in the past approximately one and a half months, an increase of about 26 times; the floating profit of the aforementioned holdings is about 47 times.

According to Globenewswire, Nasdaq-listed TON Treasury Company AlphaTON Capital announced that it has reached a final agreement to acquire a 60% stake in the gaming platform GAMEE for a transaction price of up to $11 million, which includes an additional payment tied to performance over a two-year period.GAMEE is a wholly-owned subsidiary of Animoca Brands, and its valuation in this transaction reaches $18 million. According to the terms of the acquisition agreement, AlphaTON Capital will take over the daily operational management of GAMEE and formally establish a strategic alliance with Animoca Brands, while prohibiting Animoca Brands from acquiring a controlling stake in AlphaTON Capital for two years.

According to Jinshi reports, Federal Reserve Chairman Powell stated that whether we can ignore energy inflation depends on whether we can curb commodity inflation.

According to Jinshi reports, PBS reporters stated that Trump expressed some views on the Iran issue, saying "we are doing very well," and reiterated his stance on destroying Iranian military facilities.He also said, "They want to reach an agreement, but in my view, Iran is not ready to reach an agreement." He stated that the cost of this conflict is "negligible," as Iran has been involved in terrorism, and "once the war is over, oil prices will drop like a rolling stone."Regarding the specific timeline for the drop in oil prices, Trump said, "Once the war is over... I believe it won't be long." He continued, "I left a lot of infrastructure in Tehran, I can destroy Tehran's power plants in an hour... but if I do that, it will be a process of rebuilding for many years and will cause trauma. So I try to avoid doing that." Trump also stated that he would "strike again."However, he pointed out that he deliberately left a "100 yards" safety distance around "everything related to oil facilities." Regarding the damage to Hark Island, Trump stated, "Hark Island is currently not operational, except for those pipelines, I left them. I don't want to destroy those pipelines because it would take years to connect them."

According to Jinshi reports, Federal Reserve's Goolsbee stated that the independence of the central bank is crucial for controlling inflation.

According to monitoring by HyperInsight, Huang Licheng deposited approximately $250,000 into Hyperliquid at 2 AM today, and then went long on ETH again. He currently holds a 25x leveraged long position in ETH, with a position size of about $4.29 million, an unrealized loss of $80,000, an average price of $2,032, and a liquidation price of $1,949.In the past 5 months, this address has attempted to go long on various cryptocurrencies a total of 165 times, including 20 times for ETH, with a net deposit of over $16.2 million into Hyperliquid. Almost every transfer of funds has ultimately ended in a loss.

Base released a post-mortem report on the network outage on January 31, when Base experienced transaction loss and inclusion delay issues due to changes in transaction propagation configuration that caused block builders to repeatedly fetch transactions that could not be executed due to rapid increases in base fees.Base stated that the issue has been mitigated by rolling back the changes, and network stability has been restored. The team is taking measures to prevent a recurrence, including optimizing the transaction pipeline, removing unnecessary P2P overhead, and adjusting the memory pool queue, which is expected to take about a month. Additionally, Base is also improving its alert system and change monitoring mechanisms.

According to GMGN monitoring, the market capitalization of the Meme coin WhiteWhale on the Solana chain briefly surged to $80 million, currently reported at about $70 million, with a 24-hour increase of over 60%. This rise may primarily stem from the personal purchase by the token's prototype character, The White Whale.Additionally, data shows that the associated address has purchased over 15 million tokens of the same name today, valued at approximately $1.05 million, and subsequently consolidated the tokens into its main address. Currently, this main address holds about 67.9 million tokens, accounting for 54% of the total supply of this Meme coin, with a holding value of $37 million and an unrealized profit of $16.7 million (31%), with an average purchase price of about $0.0212, and no sales have been made yet.This Meme coin was initially created on October 13, 2025, on pump.fun by fans using the well-known trader The White Whale's avatar from X and Hyperliquid. Later, due to concerns that the token could be misused and harm his reputation, the narrative character The White Whale announced the proactive takeover of the project and made significant purchases to build a position.ChainCatcher reminds users that Meme coin trading is highly volatile, largely relying on market sentiment and conceptual speculation, and has no actual value or use case; investors should be aware of the risks.

According to market news, in the past 8 hours, the BTC OG insider whale address has reduced its long positions, cumulatively decreasing approximately 30,580 ETH long positions and 427.3 BTC long positions, with a total value of about 126 million USD. This reduction has realized a loss of approximately 9.7 million USD. Subsequently, the address deposited about 20 million USD as margin on the Binance platform. Currently, its overall position size has decreased to 679 million USD, with a total unrealized loss of about 49 million USD, and it remains the largest long holder of ETH and SOL on-chain.Current position information is as follows:5x ETH long position: position size 560 million USD, average price 3161 USD, unrealized loss 44.63 million USD (-39%), liquidation price 2157 USD;10x SOL long position: position size 63.5 million USD, average price 130 USD, unrealized loss 3.06 million USD (-48%);5x BTC long position: position size 50.7 million USD, average price 91,500 USD, unrealized loss 1.72 million USD (-17%);This whale's on-chain address (0xcA0) has continued to borrow stablecoins on the AAVE platform today, having cumulatively borrowed 240 million USD, and has accumulated 148,000 ETH on the platform, with a total value of up to 433 million USD. This operation is a reduction of Hyperliquid contracts, with a significant increase in spot positions.The BTC OG insider whale is an OG address that once held over 50,000 BTC and has been dormant for 8 years, later gradually exchanging some BTC for ETH. Its operations have repeatedly been highly synchronized with Trump's statements and U.S. policy trends, laying out a 500 million USD BTC short position just hours before the significant drop on October 11, resulting in nearly 100 million USD in profits and attracting market attention. BitForex CEO Garrett Jin has stated that this address is associated with its clients.

According to on-chain analyst Yu Jin's monitoring, "Rolling Trader 0xD83...Fd7" has turned a principal of 3 million USDC into 22.5 million dollars over a period of 6 days.During the recent decline, he continued to increase his short position in ETH while also adding a short position in PEPE. He is now shorting 5 cryptocurrencies: ETH, BTC, HYPE, PEPE, and XMR, with a position value of 332 million dollars.

According to market news, address 0xD83...Fd7 has expanded its $3 million principal to $10 million through rolling operations over the past five days. Its current total value of short positions in BTC and ETH amounts to $250 million, consisting of 1,640 BTC (nominal value of $150 million) and 31,093 ETH (nominal value of $100 million). As the prices of cryptocurrencies have fallen, the trader has increased their BTC short position again one hour ago, with current floating profits totaling $6.81 million.

According to Ember Monitoring, a certain rolling warehouse trader shorted 510 BTC (worth approximately 47.3 million USD) during the drop at 7 AM, increasing their short position to 200 million USD. Currently, the trader's BTC short position is only 1600 USD away from the liquidation price, and the ETH short position is only 56 USD away from the liquidation price.

According to Jin Ten, Federal Reserve's Bostic stated that controlling inflation is very important.

According to Ember Monitoring, rolling trader James Wynn (@JamesWynnReal) recently increased his $10,000 capital to a maximum of $940,000 through floating profit rolling operations, achieving a 93-fold profit.Due to the use of a high-leverage rolling strategy, his liquidation price was extremely close to the current price. Affected by last night's BTC pullback, the trader's position was liquidated, and his profit has shrunk from $940,000 to $160,000.

According to lesechos, Nasdaq-listed Ethereum treasury company Bit Digital has disclosed that it has completed the acquisition of a controlling stake in Euronext-listed company Financière Marjos.By taking over the general partner Financière Louis David (holding 15.9%) and directly acquiring 9.1% of the shares, it now holds a total of 25% of the company's equity. The subsequent plan is to develop a digital asset treasury strategy centered around Ethereum, direct investments, and the expansion of AI infrastructure, and it intends to rename itself to Bit Digital Europe.