無名先生
無名先生
主攻領域｜#Airdrops • 金融分析師、信息搬運工！
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🚨 $BTC has climbed back above the 200-day moving average!
Looking back at 2023, when BTC reclaimed this moving average, it coincided with the bear market bottom area.
Will history repeat itself this time? No one can be sure.
But I believe that looking back 12 months from now, the buying opportunities today and on subsequent pullbacks will most likely not make me regret it.
12.7 seconds, 57,929 $ETH long positions were forcibly liquidated.
In Hyperliquid's public transaction records, starting at 05:55:37.941 Beijing time this morning and ending at 05:55:50.615: three addresses were consecutively liquidated.
Among them, two addresses had all their 26,025 and 30,642 ETH long positions liquidated, and the third address was partially liquidated for about 1,262.
This happened during the one-minute K-line I wrote about this morning. About 4 minutes earlier, Maji's 540 ETH long position was also cleared.
But this is not the entire group exiting. According to the grouping of the Ember addresses, at 09:30 this group still held about 21,000 ETH and 914 BTC long positions.
The attribution follows his labeling; I have not independently verified it.
One account showed a reference liquidation price on the page at 09:33 of about 72,327 for BTC and about 2,008.9 for ETH.
It uses cross margin; both lines will change with the market, not a fixed countdown.
Two positions have already been liquidated, while the other two are still holding. Don't mistake "already liquidated" as the risk being over.
【Whale Withdraws 13.4 Million USDT from MEXC, BTC Still Around 76,000】
The market is almost sideways, but there are large on-chain withdrawals. Regulatory news and fund transfers appear simultaneously, but whether they are related cannot be concluded directly. Here's a clear explanation today👇
💡My view: Stable prices do not mean risks have disappeared; transfers have occurred, but the motives are not yet confirmed.
📊【Market】Price sideways, sentiment slightly warming up
▸ BTC ≈ $75,943 (24h +0.14%)
▸ ETH ≈ $2,239 (24h −0.11%)
▸ SOL ≈ $89.5｜BNB ≈ $698
▸ Fear & Greed Index 25 → 28 (Extreme Fear → Fear)
💡My view: The index has slightly rebounded, but one day of sentiment change alone cannot confirm a trend reversal.
🐋【On-chain Whale】Large withdrawal from MEXC
▸ According to OnchainLens, about 13.4 million USDT was withdrawn from MEXC to a whale's multisig wallet
▸ The account links this to recent FinCEN actions
▸ Withdrawal motives are not independently verified and may involve routine fund management
💡My view: What can be confirmed is the fund transfer; it cannot be directly identified as a panic exit, nor does it mean the exchange has stopped withdrawals.
⚖️【Regulation】FinCEN takes action against MEXC
▸ Reportedly, the 11-06 order involves at least $16 billion in alleged illicit fund flows
▸ The measures take effect 30 days after publication in the Federal Register, restricting related fund transfers by U.S. financial institutions
▸ MEXC responds that operations are normal and assets are safe
💡My view: First distinguish accusations, scope of restrictions, and effective dates; do not confuse all regulatory measures as one sanction.
📈【Leverage】Someone opens a new 7x BTC long
▸ According to OnchainLens, a trader with a historical cumulative profit of about $821,600 opened a new BTC long
▸ 7x leverage, nominal value about $11.39 million
▸ Entry around $75,880, liquidation price about $62,047
▸ Position and liquidation price may change with margin
💡My view: Past profits do not guarantee the next trade will be profitable; a single account does not represent market direction.
🛠️【Binance】HYPE and APT withdrawals resume
▸ Binance officially announces HYPE and APT withdrawals are reopened
▸ Subsequent resumption arrangements depend on real-time announcements for each coin and network
▸ This is an operational progress after a security incident, not a clearance of all risks
💡My view: Only use official channels, verify network and full address; after small test transfers, re-verify large transfers.
🧠【Opinion】Vitalik on ETH's store-of-value property
▸ He discussed the logic of ETH as a store-of-value asset
▸ Believes value cannot be explained by fee burning alone
▸ Optimizing to increase burn volume may involve trade-offs with decentralization and censorship resistance goals
💡My view: This is a long-term value framework discussion, not a short-term price prediction; do not interpret it as a bullish call.
🎁【Early Activities】Leap and infiniFi
▸ Leap's official Twitter @leapxyz and website mutually verify each other, providing info on early experience and waitlist
▸ No confirmed token airdrop yet, no clear deadline seen
▸ infiniFi registration reportedly closes at 23:30 Beijing time on 11-10; verify official details first
💡My view: Early bird does not mean immediate receipt; no need to invest extra principal for points or eligibility; avoid third-party invitation short links.
📌【Schedule】Two items to verify tomorrow
▸ Amadeus S1 snapshot: 07:59 Beijing time 11-09, still from blogger's source, needs official confirmation
▸ KOR claim: deadline 22:00 Beijing time 11-09, only for previously registered users; verification requirements on claim page
▸ AVAX and STABLE unlock schedules reminded; timing does not mean on-chain release verified
⚠️ Public information compiled as personal notes only, not investment advice. DYOR.
Are you more concerned about regulatory risks or the upcoming market direction? Let's discuss in the comments👇
Vitalik's words tonight, ETH holders need to see clearly: he did not say to stop burning tokens, he said not to put all of ETH's value on burning.
At 20:06 Beijing time, he proposed that compared to "fee-burning tokens," ETH should focus more on value storage; even if fee burning remains below the equilibrium level of 10% for a long time, there is no need to be upset.
The real numbers are more straightforward.
He explicitly supports retaining EIP-1559 and burning, but believes ETH's value also comes from decentralization and the stability brought by resistance to capture.
This is not an announcement to cancel burning, nor a guarantee of price increase. For holders, what really needs to be distinguished is: having a burning mechanism does not necessarily mean supply will decrease; advocating value storage does not mean the market has already accepted it.
Screened 150 Hyperliquid leaderboard addresses and found 9 positions exceeding $20 million in $BTC holdings, 8 shorts and 1 long — but the largest short's unrealized price profit is still less than half that of the single long.
In the 15:05 snapshot, these 8 short positions total about 8,255 $BTC, nominally about $626 million, with unrealized price profit totaling about $16 million.
The largest short is at 0x5b5d: short about 2,355 units, average price 76,390. The 15:12 screenshot shows unrealized profit of about $1.31 million.
The only long position in this sample that passed the threshold is at 0x8ea8: long 1,000 units, 3x leverage, average price 72,771. The 15:13 screenshot shows unrealized profit of about $3.06 million, with a smaller position but more than twice the price profit of the former.
It's not that longs are necessarily smarter, but the entry points differ. This compares unrealized price profit and loss, not total returns including funding fees, and certainly does not represent the entire market based on these 150 addresses.
At the time of the screenshot, BTC was about 75,833, only about $557 away from the largest short's opening average price. No matter how large the short position, it doesn't mean it has already won.
Long BTC buy orders and short ETH orders totaling about $40 million have all been filled. Stop treating this as "money that is still going to enter the market."
The 0x45d7 address tracked this morning completed two TWAP orders at 14:07 Beijing time: bought 263.81743 $BTC, shorted 8945.744 ETH, with an actual nominal total of about $39.98 million.
This 12.5-hour-long operation, broken into small orders slowly buying BTC and selling ETH, has ended.
As of 14:21, the account still holds about 263.83 BTC long and 8945.74 ETH short positions. What to watch next changes from how many orders remain unfilled to when the position reduction will start.
The completion of buy orders does not mean an immediate dump; the establishment of short positions does not mean an immediate rebound. But using the already filled $40 million to say "whale funds are about to enter" is counting past money as future capital.
$BTC In the latest complete trading day, Binance spot only traded about 5,216 units, marking the quietest day since August 16.
Here, according to Binance daily statistics: from 08:00 Beijing time yesterday to 08:00 today, not split by natural day midnight.
On November 4 and 5, daily trading volumes were still 22,000 and 26,000 units respectively, with price swings exceeding $5,000. By the daily candle on November 7, trading volume dropped to about one-fifth of the 5th, and the high-low range shrank to $679.
From 08:00 to 10:58 today, only about 847 units were traded. The price is hovering around $75,800, with the 50-week moving average at about 75,554. The weekly close is at 08:00 tomorrow morning.
Lower volume does not mean the price can't fall, nor does it mean it will immediately rally. The easiest way to lose now is to mistake a lack of trading for a decided direction.
Binance hackers have exchanged about 650 more BTC, but exchanging coins does not mean the money has been cashed out.
According to updated data from Elliptic as of 16:00 Beijing time on November 7, it was circulated this morning in the Chinese community that the amount of $BTC converted from other stolen assets has increased from about 1650 to 2300.
The main increase comes from XRP. From the 6th to the 7th, about 44 million XRP were transferred out, mostly exchanged for BTC via THORChain; about 148 million XRP remain in the related addresses.
During the same period, about 53 BTC entered mixing services, totaling about 88 BTC. The main stolen BTC and ETH holdings have not moved yet.
Elliptic judges that the actual cashed-out amount is still negligible.
Do not mistake the exchange quantity for the cashed-out amount. What is truly worth monitoring next is whether these coins can enter cashable withdrawal channels.
After another 5 hours of grinding, BTC's volatility range only expanded by $42.
The high-low difference in the afternoon was $542, and by 7 PM it was only $584.
Upper boundary at 76,250, lower boundary at 75,666, with the price still hovering around 76,000.
After surging to the upper boundary at 5 PM, it retreated again. According to the 19:04 data, the hourly EMA50 is still at 76,514, and the price hasn't reclaimed it yet.
Since neither the upper nor lower boundaries have been broken, don't rush to assign a trend to every red or green candlestick. The clearest fact now is that it still hasn't broken out.
