Whale Movement Brief: ETH Bulls Hold Steady, SOL Bears Significantly Shift, Hyperliquid Platform Rankings Change

【Block Rhythm】According to on-chain address monitoring data, recent market behavior shows a clear divergence in the holdings strategies of major whale accounts across mainstream cryptocurrencies.

Bullish Forces Still Holding Firm

The account “BTC OG Insider Whale” currently holds approximately $790 million in total positions, with an overall floating loss (loss of $6.8 million). Its main position is in ETH long positions, with a holding size of $630 million, an average price of $3,147, but it is now floating at a loss of $11.2 million, a decline of 9%. However, this account is currently supported by SOL long positions, with about $70.8 million in SOL holdings, a floating profit of $4.42 million, up 60%, with an average price of $130. This account is currently the top ETH and SOL long position holder on Hyperliquid.

The “CZ Opponent” account has a similar situation. It holds $176 million in ETH longs, with an average price of $3,190, now floating at a loss of $5.7 million. Additionally, it has $79.54 million in XRP longs, with a loss of $9.46 million. The total account size is about $261 million, making it the platform’s largest XRP long and second-largest ETH long.

The “pension-usdt.eth” account is slightly favorable. It has a 3x leveraged ETH long position of $61.9 million, with an average price of $3,097, currently floating with only $10,000 profit. The liquidation price is at $1,611, so there is still some risk.

Bearish Camp Undergoing Intense Adjustment

The “Strategy Opponent” was a bullish main force two days ago, but has suddenly shifted heavily to a bearish stance, opening a new short position worth $141 million. This marks a clear strategic change — their previous long positions totaled $340 million, but their short positions are now less than half of that. Notably, this account has densely placed 487 take-profit orders in the $136–$138 SOL range, totaling $4.86 million. Some partial profits have already been taken this morning.

The “ZEC Largest Short” continues to strengthen its short positions. Recently, it closed its short on MON and increased positions in UNI and WLFI. WLFI short positions amount to $2.02 million, with an average price of $0.169. Its ETH short position currently floats at a profit of $6.8 million, while the ZEC short position floats at $560,000 profit. The total short position of this account reaches $171 million, making it the platform’s largest short position holder for ETH and ZEC.

The “Altcoin Short Army Leader” adjusted its positions from last night to this morning, closing some LIT shorts (reducing from $11 million to $8.9 million), but it remains the platform’s largest LIT short, with an average price of $2.7. The funds freed from this closing were used to buy HYPE spot, now holding $8 million. The overall position size shrank from $50 million to $47 million.

Market sentiment shows a clear divide between bulls and bears. Long-term bullish accounts remain steadfast, but the forces shifting to short positions are rapidly gathering. The ranking landscape of holdings on Hyperliquid is undergoing change.