thedatanerd

pension-usdt.eth may have nailed the exact bottom, just on the wrong side of it.
He shorted $85M of $ETH at an average of $1,700 and has sat on the position for over two months.
ETH has climbed almost $200 since, and the short is now down $9.8M.

Tom Lee's Bitmine did the one thing it always does: buy more ETH.
Over the past week, $18.9M in $ETH and $30.8M of its own BMNR. That pushes Bitmine's holdings past 4.81% of the entire $ETH supply.
They've never once stopped stacking. The only question left is how long until they cross 5%.

($KAITO ): $11M to be unlocked (13.5% of supply) this week

The Hyperliquid ETFs had a simple week: nobody sold.
Not one HYPE ETF was a net seller last week. Every one of them either bought or held, with Grayscale and Bitwise clients adding $2.8M of HYPE between them.
HYPE has since bounced over 16% off its weekend lows.

A wallet moved 289.76K $LINK (~$2.74M) into its own Gnosis Safe multisig few hours ago, after a month of quietly withdrew from @.
The destination is the tell: intend to hold long term
Entry likely sits around $8.5 to $9 (estimate from the month's range)

Bitwise's SOL ETF clients have had one setting lately: buy.
No net selling since late July. Two full weeks of inflows, zero days of clients heading for the exit.
BSOL is now the largest SOL ETF, with $900M in combined flows since launch.

Monetalis-linked wallets sold 3.72M $UNI ($13M) through Cumberland, then turned around and bought 171,543 hyperliquid:native ($9.56M).
Out of $UNI, into hyperliquid:native

4.85B $PUMP ($13.6M) has just been unlocked

0xff84 isn't letting go of the short.
After trimming last week to dodge liquidation, the wallet loaded right back up. It now holds a 2,000 $BTC ($125.37M) short, sitting on $1.79M in unrealized profit.
And with 0x66f8 flipping long, that leaves 0xff84 as the largest on-chain $BTC bear.
Liquidation: $63,528.
The title of biggest bear keeps changing hands. The conviction behind it doesn't.

Remember 0x66f8, the largest on-chain $BTC bear? He just flipped.
Closed the whole 2,136 $BTC ($136M) short for a $1.65M profit, then opened a 40x long on 200.82 $BTC ($12.74M).
From the most bearish wallet on-chain to leveraged long in a single move. So much for conviction.