BTC跌破6万美元、ETH失守1600美元,加密巨鲸在为市场扛单?
- 核心观点:近期加密货币市场(BTC、ETH、SOL)创近20个月新低,引发大规模爆仓(24小时9.71亿美元),多名加密巨鲸在Hyperliquid等平台因高杠杆做多ETH和BTC而遭受巨额浮亏或实际亏损,暴露了市场极端波动下的多头风险。
- 关键要素:
- 市场数据:BTC跌至60000美元,ETH跌至1600美元;24小时爆仓达9.71亿美元,其中多单爆仓占7.85亿美元,空单仅1.86亿美元。
- Hyperliquid最大多头:持有12万枚ETH多单,浮亏超7700万美元;曾紧急追加800万美元保证金以避免清算。
- “忠诚多单”麻吉(黄立成):累计亏损超3375万美元,今日凌晨25倍ETH多单被清算,损失181万美元后仍继续开多。
- “10·11内幕巨鲸”Garret Jin:持1270枚BTC多单,入场均价76117美元,浮亏1840万美元,清算价相对健康。
- 高胜率ETH交易者:前期15次交易获利429万美元,但近期18倍杠杆多单实际亏损超285万美元,最终以数据面盈利离场。
- 做空巨鲸疑似抛售ETH:将以1881美元均价买入的6855枚ETH转入币安,亏损锁定在262.5万美元,反映对ETH价格的失望。
Original|Odaily Planet Daily (@OdailyChina)
Author|Wenser (@wenser2010 )
Early this morning, BTC briefly fell below $60,000 and is now trading around $60,800; ETH fell below $1,600 and is now around $1,620; SOL dropped below $65 and is now around $67. According to Coinglass data, liquidations over the past 24 hours totaled $971 million, with BTC liquidations near $400 million and ETH liquidations near $220 million; long position liquidations reached $785 million, while short position liquidations were $186 million.
Behind this market low, the first in nearly 20 months, are the "bloody chips" left behind by crypto whale long positions — the market is in mourning, with longs littering the battlefield.

Hyperliquid's Largest Long: Holds 120,000 ETH Long Positions, Unrealized Loss Exceeds $77 Million
The biggest victim of the market decline is currently the largest long on the Hyperliquid platform.
On June 23, his 7 addresses opened long positions worth $415 million, at one point suffering an unrealized loss of up to $91.46 million, close to $100 million.

Currently, he still holds 120,000 ETH in long positions, with an unrealized loss exceeding $77 million. Early this morning, he urgently added $8 million in margin to ensure the liquidation price stays below $1,200, which is relatively healthy; he also still holds over $6 million in USDC on-chain that can be used as margin.
Main addresses are as follows:

- 0xa875890465da20062bcf3b024bf7d54e69c725a8 (Holds 30,000 ETH 20x long, unrealized loss of $18.8 million);

- 0xfd423284f6a9c73a2a3d53cab8921d6533533d97 (Holds 10,000 ETH 20x long, unrealized loss of $6.64 million);

- 0x6c8512516ce5669d35113a11ca8b8de322fd84f6 (Holds 40,000 ETH 20x long, unrealized loss of $25.9 million);

- 0xa5b0edf6b55128e0ddae8e51ac538c3188401d41 (Holds 40,000 ETH 15x long, unrealized loss of $25.93 million).
"Loyal Long ETH Guard" Machi: Single Address Cumulative Loss Exceeds $33.75 Million
As the most steadfast and frequent "loyal ETH guard" in the market, Machi (Jeffrey Huang) is well-known for his unwavering commitment to ETH long positions.
On June 23, he was liquidated 7 times on the Hyperliquid platform within 10 hours, but still chose to continue going long on ETH.
Early this morning, his 25x ETH long position was liquidated again, resulting in a loss of over $1.81 million; his cumulative loss under this address has now reached over $33.75 million. Currently, he has opened another 25x ETH long position, but the size is only 920 ETH, with a position value of about $1.5 million; it currently shows an unrealized profit of about $20,000, and the liquidation price is temporarily around $1,591.
View address: https://hyperbot.network/trader/0x020ca66c30bec2c4fe3861a94e4db4a498a35872

"10·11 Insider Whale" Still Performing: Unrealized Loss Exceeds $18.4 Million
As the "10·11 insider whale" who capitalized on the major crash opportunity last October 11th, Garret Jin remains highly active in the Hyperliquid market. With this BTC decline, his 5x BTC long position has also incurred some unrealized losses.
Currently, his BTC long position holds 1,270 BTC, with an average entry price of $76,117, an unrealized loss of about $18.4 million, and a liquidation price of $16,964, which is relatively healthy.
Address: 0x92ea19eceb7a8de0f50978a1583a5d8b018050e9

High Win-Rate ETH Specialist Hit Hard: Actual Loss Nearly $2.9 Million
In the volatile crypto market, some traders specialize in leveraged long/short ETH trades.
This Hyperliquid whale is one such example: he traded ETH 15 times since June, with cumulative profits of $4.29 million prior to this.
On June 23, the whale opened an 18x leveraged long position of 21,000 ETH at an average price of $1,728.5. After an initial unrealized profit of over $30,000, it turned into a loss as the market declined. On the evening of June 24, his 18x leveraged long position once faced an unrealized loss of $1.7 million.

Early this morning, as ETH fell below $1,600, he quickly closed the long position at $1,594, ultimately incurring a loss of over $2.85 million.
Subsequently, perhaps out of disbelief or thinking ETH would quickly rebound after breaking $1,600, the address placed 4 orders to open long positions totaling 7,794 ETH, but closed them all within a minute, ending this ETH long trade with a loss of over $40,000.

Ultimately, the address transferred out $350,000 USDC early this morning, exiting with a paper profit of $1.038 million.
Specific address: 0xa2e81e888f14a757bbad012ea9b193e7ab93f1468
Hyperliquid Short Whale Apparently Dumps ETH at a Loss: Actual Loss Exceeds $2.62 Million
A Hyperliquid whale previously profited $13.68 million by shorting 16 altcoins. Early this morning, as the crypto market rebounded, he transferred 6,855.13 ETH (worth $11.02 million), which he had bought at an average price of $1,881, to Binance, suspected of dumping. Ultimately, the loss on this position was locked in at around $2.625 million. It's clear that the whale's disappointment with ETH's price performance has become very apparent.
Address: 0xcD40532686B94aBc88b06B9705AAcBc14c8364D6

Whale Goes 20x Long on BTC and XRP: Unrealized Loss Exceeds $4 Million
On June 23, a whale opened a 20x leveraged long position of 27.9 million XRP (worth $30.9 million). Additionally, he held an 809.9 BTC 20x leveraged long position (worth $50.6 million). At that time, his unrealized loss exceeded $2.6 million.
As the BTC price fell from $65,000 to its current level, the unrealized loss on his 20x long position has expanded to nearly $2.9 million; his 20x XRP long position has also reached a unrealized loss scale of $1.2 million due to price changes. The total unrealized loss exceeds $4 million.
Address for observation: https://hyperbot.network/trader/0xf79C163305387F940f49999Ff2AbFf5410129BbD

As of writing, BTC has slightly rebounded above $61,500, ETH has bounced back to around $1,650, and SOL has recovered to nearly $70.
But for the crypto whales mentioned above, the rebound is still negligible, and the distance between unrealized losses and actual realized losses fluctuates with the price movements.


