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INTC $87.24 +0.83%
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AMD $521.66 +0.99%
BTC $80,765.99 +0.28%
ETH $2,357.71 -0.40%
BNB $739.49 +0.65%
XRP $1.30 +1.57%
SOL $102.46 +0.40%
TRX $0.3290 -0.17%
DOGE $0.0779 -0.42%
ADA $0.2088 -0.31%
BCH $277.10 -0.84%
LINK $11.63 -0.82%
HYPE $76.73 +0.40%
AAVE $137.97 -3.54%
SUI $0.9399 -1.18%
XLM $0.1719 -0.09%
ZEC $1,207.79 +3.45%
AAPL $347.08 -0.18%
AMZN $248.74 -0.02%
GOOGL $321.43 -0.06%
MSFT $524.16 -0.15%
META $642.65 +0.30%
NVDA $212.62 +0.76%
TSLA $372.21 +0.07%
SNDK $1,239.45 +0.23%
INTC $87.24 +0.83%
SPCX $147.31 -0.10%
MU $887.66 +0.95%
AMD $521.66 +0.99%

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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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