🌐 Hyperliquid Assistance Fund holds 37.11M HYPE (~13.7% of circulating supply) 💎🔥

📅 Dec 17

The Hyperliquid Assistance Fund holds 37.11 million HYPE tokens, valued at approximately $1.02 billion, accounting for 13.7% of the current circulating supply.

Tokenomics:

Total HYPE supply: 1 billion

Current market cap: $7.406 billion

FDV (Fully Diluted Valuation): $27.35 billion

Previously, the Hyper Foundation proposed a validator vote to officially recognize the Aid Fund HYPE as burned, permanently removing these tokens from both circulation and total supply.

📝 Quick Take

🏦 Assistance Fund holds 37.11M HYPE (~13.7% of circulation)

🔥 Proposal to burn these tokens permanently

💰 Circulating supply and total supply to be adjusted if vote passes

📊 FDV remains 27.35B HYPE

📉 Pre-Market: Crypto Concept Stocks Slightly Down, BitMine -0.57% 💹

📅 Dec 17

U.S. pre-market trading shows minor declines for crypto-related stocks:

Circle (CRCL): -0.39%

Strategy (MSTR): -0.85%

Coinbase (COIN): -0.24%

MARA Holdings (MARA): -0.37%

Riot Platforms (RIOT): -0.22%

BitMine Immersion (BMNR): -0.57%

SharpLink Gaming (SBET): -0.31%

📝 Quick Take

📉 Overall, crypto-related equities show mild pre-market weakness.

⚖️ No major swings observed; investors remain cautious ahead of market open.

🐋 Hot Whale Movements Overview: “BTC OG Insider Whale” Weekly Unrealized Loss Exceeds $92M, Prior 10.11 Shorts Profit Mostly Reversed ⚠️

On December 18, the BTC OG Insider Whale account saw its overall unrealized losses widen, with weekly floating loss surpassing $92M and remaining margin only $27M. Meanwhile, the “Ultimate Short” has been actively closing BTC short positions. Key whale activities are as follows:

🟣 pension-usdt.eth

In the past 9 hours, fully closed ETH short positions

💸 Loss: approx $2.09M

⚡️ Previous 3x leveraged ETH short: approx $75M

🟢 BTC OG Insider Whale

Total floating loss: over $74M

No position adjustments today

Main holding: ETH long

Unrealized loss: $65.6M (-60%)

Entry price: $3,167

Position size: approx $539M

Also holds BTC & SOL longs with floating losses

Total account exposure: approx $655M

Currently the largest ETH long holder on Hyperliquid

⚫️ Ultimate Short

Closed BTC shorts again this morning: $5.97M

Profit realized: approx $1.75M

Current BTC short size: approx $50.38M, floating profit $14.56M (593%)

Liquidation price: $100.8K

Total BTC closed this month: approx $44.8M

🟡 Paul Wei

Last night: closed 3 sell orders, total $5K

Current BTC long: floating loss approx 6%, position ≈ 15% of $100K total funds

Majority of funds still pending orders

BTC trigger range for long/short: $84.3K – $90.1K

Cumulative profit since Nov 16: $3.1K

🔵 Cool Order King

Today at 00:00: chased BTC short after a brief spike, hit major liquidation

Remaining account balance: $64K

Current position: BTC short, size ≈ $3M

📝 Quick Summary:

🐋 BTC OG Insider Whale: $74M+ floating loss, mainly ETH longs

⚡️ Ultimate Short: profitable BTC shorts, $14.56M floating profit

📉 Other whales: mixed gains/losses, some liquidations hit

👀 Market remains extremely volatile with leveraged positions

🔥 High-risk leveraged trading continues to dominate whale activity on Hyperliquid.

🚨 Crypto Market | HYPE Whale Faces Massive Liquidations Again 💥

📅 December 19
Following the continued drop in HYPE, the whale holding 26 million HYPE long positions faced another round of cascading liquidations this morning.

📉 Liquidation Details
• Total liquidation size: ~$19.2 million
• Loss incurred: ~$5.15 million

💰 Current HYPE Position
• Position size: ~$12.75 million
• Floating loss: $4.91 million (-192%)
• Average entry price: $31.25
• Next liquidation price: $22.2 (just 1.44% below current price)

🔷 ETH Position
• Position size: ~$7.23 million
• Floating loss: $770k (-212%)
• Average entry price: $3,116
• Liquidation price: $2,757

📌 Background
Yesterday, the same whale’s HYPE long was hit by the largest single-network liquidation of $11 million.
Over the past two days, total liquidations reached ~$56.8 million, with cumulative losses exceeding $13.1 million.

📝 Quick Summary

⚡️ HYPE whale suffers $5.15M loss in another liquidation wave
📉 Next HYPE liquidation just 1.44% below current price
💰 Total two-day losses: $13.1M
🚨 Market volatility remains extremely high — high leverage positions at extreme risk

🔥 DeFi | Uniswap “Unification” Proposal Enters Final Vote 🗳

📅 December 19
As Uniswap’s “Unification” proposal moves to its final voting stage, on-chain traders are adjusting positions:

🐋 Largest UNI Short Position:

Whale “Shanzhai Air Force Lead” has closed over 40% of UNI shorts since yesterday 13:00.

Current position: $2.79M, floating profit: $1.22M (+437%)

Average price: $7.46, liquidation price: $5.19

💹 UNI Long Whale:

Whale 0x413c had entered UNI long at $4.9 on Dec 17.

Floating profit briefly exceeded 50%, but with morning price pullback, closed at ~$36K profit, just covering costs.

📊 Polymarket Prediction Market:

After the news, the “Yes” option on whether the Uniswap protocol fee switch will be enabled before Dec 31, 2025 jumped 69%, now implying 85% probability.

📌 Proposal Details:

Submitted by Uniswap founder Hayden Adams

Voting: Dec 20 11:30 (UTC+8) – Dec 26

If passed, after 2-day lock period:
1️⃣ Burn 100M UNI
2️⃣ Enable v2/v3 fee switch; fees will be used for continuous UNI burn

⚡️ Market Reaction:

UNI briefly surged 10% following the announcement.

📝 Quick Summary

🗳 Uniswap “Unification” proposal enters final vote
🐋 Largest short closes 40% of position, locking profit $1.22M
💹 Long whale exits with modest $36K profit
📈 Polymarket predicts 85% chance of fee switch activation
🔥 UNI price jumps ~10% on speculation of 100M UNI burn

🇯🇵💹 Japan Rate Hike Sparks Crypto Market Recovery, Altcoins Surge

📅 December 20
Following Japan's rate hike, the crypto market showed signs of recovery, with several altcoins posting strong gains:

LIGHT +70% 📈, now $2.38, 24h volume $68.8M

SOPH +40% 📈, now $0.01644, 24h volume $116M

Meme coin "67" +38% 📈, now $0.028, 24h volume $11.49M

RESOLV +36.6% 📈, now $0.0994, 24h volume $161M

WET +35.3% 📈, now $0.303, 24h volume $129M

⚡️ Summary

Japan’s interest rate hike positively impacted crypto sentiment ✅

Major altcoins saw significant daily gains

Traders are closely watching for continued momentum in high-volume altcoins 📊

📰💰 Two Whales Withdraw a Total of 206,334 ZEC from Binance

📅 December 20

Whale t1dHhe… withdrew 202,077 ZEC (~$91.43M) from Binance 16 hours ago.

Whale t1Nt2i… withdrew 4,257 ZEC (~$1.93M) from Binance 5 hours ago.

Total withdrawn: 206,334 ZEC (~$93.36M).

⚡️ Summary

ZEC whales are accumulating off-exchange 🏦

Large withdrawals could indicate long-term holding intentions or strategic positioning in the market 📊

🐋 ETHFI Investor Deposits 900K ETHFI to Binance

On December 21, about 3 hours ago, an ETHFI investor address deposited 900,000 ETHFI (≈ $738,000) to Binance 💰.

Since receiving the first unlocked tokens, this wallet has cumulatively deposited 31.28 million ETHFI (≈ $3.658 million) to Binance 📊.

💡 Summary:

Recent deposit: 900K ETHFI (~$738K) 🐋

Total deposits since unlock: 31.28M ETHFI (~$3.66M)

Indicates steady token movement to exchange ⚡️

📉 Polymarket Odds: BTC $100K This Year Drops to 10% 📉

On Dec 21, prediction market Polymarket shows the probability of Bitcoin reaching $100,000 again this year has fallen to 10%.

Other BTC-related odds currently stand at:

BTC to $95,000: 32% 📊

BTC below $80,000: 18% ⚠️

📊 Summary:

$100K BTC this year: 10%

Market expectations leaning toward range-bound or downside risk

Sentiment remains cautious heading into year-end 👀

📉 “Former Hyperliquid Employee” Sells Over $3.3M HYPE This Month, $1.43M Monthly Loss 📉

On Dec 22, Coinbob monitoring shows that a former Hyperliquid employee’s address (0x7ae) has been reducing HYPE holdings since the start of the month:

Position dropped: $5.85M → $2.48M

Total HYPE sold: 70K+

Current HYPE holdings: ~98,200 tokens

Monthly loss due to HYPE price drop: ~$1.43M

Account funds remaining: ~$4.2M 💥

Additional details:

Address also holds small HYPE shorts, avg. price $24.17, unrealized loss 43.5%, position ~$25.8K ⚠️

Initially flagged due to shorting HYPE and perceived team affiliation

Hyperliquid clarified today that this address belongs to an employee terminated in Q1 2024, fully disassociated from Hyperliquid Labs; actions do not reflect team standards or values ✅

📊 Summary:

Former employee reduces HYPE $3.3M+ this month

Monthly loss: $1.43M, still holding ~98K HYPE

Hyperliquid confirms no ongoing affiliation, behavior not representative of team 👀

📈 Crypto Market Rebounds After a Week of Adjustment

After a week of consolidation, the crypto market shows clear signs of recovery. Bitcoin has reclaimed the $90,000 level, gaining approximately 1.53% in 24 hours ⚡️. Analysts suggest that if BTC holds above $89,000, it could potentially test $93,500 in the near term 🚀.

On-chain data reveals significant changes in Bitcoin’s cost structure over the past two months. The strongest support zone is currently $80K–$90K, encompassing ~2.536M BTC 🛡. At the same time, long-term holders show signs of “epic distribution”, increasing their willingness to take profits 💰.

In the derivatives market, recent price action has been largely driven by short-covering, creating passive buy pressure. The market is now in a transition period dubbed “bull-market neutral” ⚖️.

💡 Summary:

BTC Price: Reclaimed $90K, +1.53% 24h

Support Zone: $80K–$90K (~2.536M BTC)

Long-Term Holders: Increasing profit-taking

Derivatives: Short-covering driving recent gains

Implication: Market in “bull-market neutral” transition, potential upside to $93.5K

🚀 VanEck: Declining Bitcoin Mining Activity May Signal Bullish Trend

📅 Dec 23, VanEck analysts note that the recent drop in Bitcoin mining activity could be a bullish signal, consistent with historical market patterns.

📊 Key insights from VanEck’s “Dec 2025 ChainCheck” report:

Since 2014, when Bitcoin network hashrate declines, the 90-day forward return has been positive 65% of the time

When hashrate rises, the probability of a positive return drops to 54%

💡 Mechanism:

Declining hashrate often reflects miner capitulation—weaker operators exit due to financial pressure

This is considered a contrarian signal, historically favorable for long-term holders

📌 Current data:

As of Dec 15, Bitcoin has seen a 4% drop in hashrate over the past month, the largest decline since April 2024

Extended periods of hashrate compression tend to produce more frequent and larger positive returns

✨ Quick Takeaways

🔻 Recent BTC mining decline: 4% in one month

🪙 Historical pattern: lower hashrate → higher chance of positive 90-day returns

⚡️ Miner capitulation acts as a contrarian bullish signal

📊 Longer hashrate compression periods → stronger potential gains

👀 Declining Bitcoin mining activity may indicate a short- to medium-term bullish outlook for BTC.

🎨 Zama OG NFT Holders Can Participate in ZAMA Token Community Sale via Public Auction

📅 Dec 23, Zama, a fully homomorphic encryption (FHE) network, announced:

OG NFT holders can join the ZAMA token community sale at the public auction floor price

Token FDV: $55M

Max allocation per holder: 40,000 ZAMA

Bonus: 5% of the final auction price rewarded to OG NFT holders (max 1 OG NFT per wallet)

💡 Auction Details:

10% of total ZAMA supply will be sold via sealed-bid Dutch auction on Ethereum

Auction dates: Jan 12–15

Token claim date: Jan 20

FHE technology keeps bidding private and secure

✨ Quick Takeaways

🖼 OG NFT holders gain exclusive community sale access

💰 FDV of ZAMA: $55M

🔒 Auction uses full homomorphic encryption for confidentiality

⏰ Auction: Jan 12–15; Claim: Jan 20

👀 Encourages early community participation with NFT rewards

🚀 Peter Brandt Predicts Bitcoin’s Next Bull Run Peak in September 2029

On December 24, renowned trader and chart analyst Peter Brandt, who accurately predicted the 2018 Bitcoin crash, shared:

"Bitcoin is unprecedented, and there may never be anything like it again. Over the past 15 years, it has experienced five parabolic moves on a logarithmic scale, each followed by at least an 80% decline (the current cycle is not over)."

Brandt is currently analyzing Bitcoin’s bottoming process but predicts that the next bull market peak will occur in September 2029.

💡 Summary:
Bitcoin’s growth trajectory remains historically unparalleled, with analysts like Brandt projecting a long-term bull cycle that could peak in late 2029.

🐋 Whale Shorts BTC: $12.5M P&L, $9.6M Funding Profit in 2 Months

📅 December 24, a swing trader has accumulated $12.5M in realized and unrealized profits from a BTC short held for 2 months.

💰 Due to the long holding period, funding fees alone generated $9.6M from this single position. The trader also holds $3.5M worth of BTCB on BNB Chain.

📊 Quick Stats:

Position: BTC short

Duration: 2 months

P&L (realized + unrealized): $12.5M

Funding fees earned: $9.6M

Additional holdings: $3.5M BTCB on BNB Chain

💡 Takeaway: Long-term leveraged trades can yield massive profits from both price movement and funding fees—but risks remain huge. ⚡️

🔥 Maji Adds ETH Long — Currently at $375K Floating Loss

On December 25, “Big Brother Maji” (Huang Licheng) just increased his ETH long position, now holding 7,525 ETH (~$22.02M) with 25x leverage ⚡️.

The current floating loss is $375K, with an average entry price of $2,975.54 💸.

This aggressive move highlights the high-risk, high-reward nature of leveraged trading — a real pulse-check for whales in the Ethereum market 🐋📈.

📌 Summary:

Trader: Big Brother Maji (Huang Licheng)

Date: Dec 25

Position: 7,525 ETH long (~$22.02M)

Leverage: 25x

Floating Loss: $375K

Avg Entry Price: $2,975.54

🐋 BTC OG Whale Increases SOL Longs by 207,316 SOL (~$25.5M)

On December 25, the “BTC OG Insider Whale” added 207,316.32 SOL longs (~$25.5M) after a week of inactivity 💹🔥.

Additionally, 2,683.68 SOL has limit buy orders pending in the $122.74–$123.01 range ⏳

Current SOL position value: ~$63.06M

Total portfolio value: ~$754M

Cumulative floating loss: ~$43.32M, mainly from ETH losses (~$37.33M) ⚠️

This move shows the whale’s continued accumulation of SOL, signaling confidence despite short-term losses 📈🐂.

📌 Summary:

Whale: BTC OG Insider

Action: Added 207,316 SOL longs (~$25.5M)

Pending Orders: 2,683 SOL @ $122.74–$123.01

SOL Position Value: $63.06M

Total Portfolio: $754M

Floating Loss: $43.32M (mostly ETH)

Significance: Ongoing SOL accumulation, bullish signal despite temporary losses

🐋 Whale Withdraws 87,659 LINK from Binance, Accumulates ~$2.9M LINK in 2 Days

📅 Dec 26 — About five minutes ago, whale 0x2a42 withdrew 87,659 LINK (~$1.08M) from Binance.

💹 Recent accumulation:

Past 2 days: total withdrawals 234,979 LINK (~$2.9M)

Suggests the whale is accumulating LINK

⚡️ Additional context:

Another whale 0xEC7B withdrew 469,437 LINK (~$5.77M) over the past 2 days

Indicates heightened whale interest in LINK recently

📝 Quick Summary:

🐋 Whale: 0x2a42

💰 Withdrawal: 87,659 LINK (~$1.08M)

🕒 2-day total: 234,979 LINK (~$2.9M)

⚠️ Insight: Whales appear to be accumulating LINK, signaling potential bullish positioning

📰 APRO (AT) Surges Over 41% in 24 Hours

📅 Dec 26 — Oracle project APRO (AT) saw its price jump 41% in the past 24 hours, now trading at $0.1391, with market cap rising to $34 million.

💡 Takeaway: Strong short-term rally highlights renewed market interest in oracle tokens.

📝 Quick Summary:

AT price: $0.1391

24h gain: +41%

Market cap: $34M

Bullish momentum in oracle sector.

🚀 ZEC Bull Whale Scores $1.48M Profit

📅 Dec 27 — A top Hyperliquid ZEC bull (#2) recently opened a 10x long:

Position: 22,457.57 ZEC

Entry Price: $446.48

Current Value: $11.5M

Floating Profit: $1.48M (ZEC now above $510)

📌 The same account also holds HYPE longs with a floating loss of $2.3M, leaving the overall account net floating loss of $756.7K.

📝 Quick Summary:
ZEC surges past $510 💥, rewarding Hyperliquid whale positions, though combined account exposure still shows a modest net loss.

💼 “pension-usdt.eth” Whale Shifts $10M Profit to AAVE, Remains Largest ETH Short

On December 28, the whale labeled “pension-usdt.eth” moved a portion of its Hyperliquid profits into interest-earning platforms. The address recently withdrew ~$10M from Hyperliquid and deposited it into AAVE for lending, aiming for stable compound interest. Its total AAVE lending now stands at ~$30M. 💰💹

Meanwhile, since 1 AM yesterday, the whale has opened ETH short positions at $2,918, continuing to add on. Current ETH short: ~$88.33M, avg. price $2,928, liquidation at $3,849, making it Hyperliquid’s largest ETH short. ⚠️

Monitoring shows that over the past 30 days, this whale earned ~$14.59M on Hyperliquid through low-leverage, short-cycle (~23h) swing trading mainly in BTC and ETH. Since October, total profits exceed $24.78M. 🚀

💡 Summary:

Whale moves $10M to AAVE for yield farming 🏦

Largest ETH short on Hyperliquid: $88.33M ⚡️

30-day Hyperliquid profit: $14.59M, total since Oct: $24.78M 💵