BTC跌破6萬美元、ETH失守1600美元，加密巨鯨在為市場扛單？
- 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 ）
In the early hours of today, BTC briefly fell below $60,000, now trading around $60,800; ETH briefly dipped below $1,600, now at approximately $1,620; SOL briefly dropped below $65, now around $67. According to Coinglass data, the total liquidation volume over the past 24 hours reached $971 million, with BTC liquidations at nearly $400 million and ETH liquidations at around $220 million. Long position liquidations amounted to $785 million, while short position liquidations stood at $186 million.
Behind this market downturn, the first major low in nearly 20 months, lie the "bloodstained chips" from crypto whale long positions—markets are in mourning, littered with the casualties of bullish traders.
Hyperliquid's Largest Bull: Holds 120,000 ETH Long Positions, Unrealized Loss Exceeds $77 Million
The biggest victim of the market decline is currently the largest bull on the Hyperliquid platform.
On June 23, 7 of its addresses opened long positions worth $415 million, at one point facing an unrealized loss of up to $91.46 million, approaching $100 million.
Currently, it still holds 120,000 ETH long positions, with unrealized losses exceeding $77 million. In the early hours of today, it urgently added $8 million in margin to ensure the liquidation price remains below $1,200, which is relatively healthy; it also holds over $6 million in USDC on-chain that can be used as margin.
Main addresses are as follows:
- 0xa875890465da20062bcf3b024bf7d54e69c725a8 (Holding 30,000 ETH with 20x leverage, unrealized loss of $18.8 million);
- 0xfd423284f6a9c73a2a3d53cab8921d6533533d97 (Holding 10,000 ETH with 20x leverage, unrealized loss of $6.64 million);
- 0x6c8512516ce5669d35113a11ca8b8de322fd84f6 (Holding 40,000 ETH with 20x leverage, unrealized loss of $25.9 million);
- 0xa5b0edf6b55128e0ddae8e51ac538c3188401d41 (Holding 40,000 ETH with 15x leverage, unrealized loss of $25.93 million).
"Loyal Longs Guardian" Machi: Single Address Cumulative Loss Exceeds $33.75 Million
As the most steadfast and frequent "Loyal ETH Guardian" in the market, Machi (Jeffrey Huang) has shown an undeniable obsession with ETH long positions.
On June 23, he was liquidated 7 times on Hyperliquid within 10 hours, yet he continued to go long on ETH.
In the early hours of today, his 25x ETH long position was liquidated again, incurring a loss of over $1.81 million; his cumulative losses under that address have now exceeded $33.75 million. Currently, he has opened another 25x ETH long position, but this time with only 920 ETH, worth about $1.5 million, with an unrealized profit of around $20,000, and a liquidation price tentatively reported at around $1,591.
View address: https://hyperbot.network/trader/0x020ca66c30bec2c4fe3861a94e4db4a498a35872
"October 11 Insider Whale" Still Performing: Unrealized Loss Exceeds $18.4 Million
As the "October 11 insider whale" who capitalized on last year's "10·11" sharp market drop, Garret Jin remains highly active on the Hyperliquid market. With this BTC decline, his 5x BTC long position has also encountered some unrealized losses.
Currently, his BTC long position stands at 1,270 BTC, with an average entry price of $76,117, facing an unrealized loss of about $18.4 million. His liquidation price is $16,964, which is relatively safe.
Address: 0x92ea19eceb7a8de0f50978a1583a5d8b018050e9
High-Win-Rate ETH Specialist Takes a Hit: Actual Loss Nears $2.9 Million
In the volatile crypto market, some traders choose to focus on leveraged ETH long/short trades.
This Hyperliquid whale is one such example: he had traded ETH 15 times since June, accumulating profits of $4.29 million.
On June 23, the whale opened a 18x leveraged long position of 21,000 ETH at an average price of $1,728.5. After an initial unrealized gain of over $30,000, it turned into a loss as the market declined. On the evening of June 24, his 18x leveraged long position faced an unrealized loss of $1.7 million.
In the early hours of today, 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 in a stubborn attempt or believing ETH would bounce back quickly after breaking $1,600, the address placed four 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 in the early hours of today, exiting with a nominal profit of $1.038 million.
Specific address: 0xa2e81e888f14a757bbad012ea9b193e7ab93f1468
Hyperliquid Shorting Whale Suspected of Dumping ETH at a Loss: Actual Loss Exceeds $2.62 Million
A whale on Hyperliquid once profited $13.68 million by shorting 16 altcoins. In the early hours of today, as the crypto market rebounded, this whale transferred 6,855.13 ETH (worth $11.02 million), previously 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 evident that the whale's disappointment with ETH's price performance is palpable.
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, they held an 809.9 BTC 20x leveraged long position (worth $50.6 million), at the time facing an unrealized loss of over $2.6 million.
As BTC's price dropped from $65,000 to current levels, his 20x long position's unrealized loss expanded to nearly $2.9 million; his 20x XRP long position also saw an unrealized loss of $1.2 million due to price changes. The total unrealized loss exceeds $4 million.
Observation address: https://hyperbot.network/trader/0xf79C163305387F940f49999Ff2AbFf5410129BbD
At the time of writing, BTC has slightly rebounded above $61,500, ETH to around $1,650, and SOL to nearly $70.
However, for the crypto whales mentioned above, the rebound is still minimal, and the distance between unrealized losses and actual realized losses fluctuates with price movements, now near, now far.
