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BTC $64,333.38 +0.35%
ETH $1,872.48 +0.77%
BNB $568.65 +0.83%
XRP $1.09 +0.84%
SOL $74.39 +0.92%
TRX $0.3310 +0.24%
DOGE $0.0721 +4.53%
ADA $0.1645 +0.73%
BCH $209.44 +0.05%
LINK $8.36 +0.66%
HYPE $58.08 +1.93%
AAVE $91.46 -1.30%
SUI $0.7130 +0.52%
XLM $0.1785 +0.78%
ZEC $484.32 -0.24%

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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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