According to Onchain Lens, a whale deposited 1.127 million USDC into HyperLiquid and opened a 10x leveraged short position on BNB; source: Onchain Lens on X and CoinMarketMan HyperTracker. Onchain Lens also reports the same wallet previously realized 4.57 million dollars in gains across XPL, HYPE, and other trades; source: Onchain Lens and CoinMarketMan HyperTracker. This activity indicates a high-leverage bearish exposure to BNB on a derivatives venue; source: Onchain Lens.

According to @ai_9684xtpa, a tracked address sent 24.94 million USDC to Wintermute and then received 10,000 ETH, which the source flags as a likely OTC purchase at a cost of 2416.21. According to the source, over the last two days the same whale or institution accumulated 30,000 ETH worth about 80.56 million dollars with an average cost near 2685.35. The source also reports the address deposited 56.05 million USDC to FalconX and withdrew 20,000 ETH, described as a likely buy at 2819.92, after the address reportedly sold 10,000 ETH at 3011.68 earlier. The source adds that since Jan 21 the address has amassed 80,013 ETH at an average cost of 2885.75 with an unrealized loss around 6.43 million, and provides an Arkham wallet link for verification.

According to @lookonchain, a whale that sent 45M USDC to Hyperliquid to accumulate HYPE capitulated during the market crash, selling the entire HYPE position and realizing about $3.72M in losses (Source: https://x.com/lookonchain/status/2017630868148482417). On-chain transaction records for address 0x9D26f5Bc7E5C7f767eade0b9De58d94f49301BfF confirm the deposit, HYPE purchases, and full exit sequence as cited (Source: https://hypurrscan.io/address/0x9D26f5Bc7E5C7f767eade0b9De58d94f49301BfF; Source: @lookonchain).

According to @ai_9684xtpa, wallet 0xd9012A0C82242B04ee09E45e98B24903F982D975 deposited 6 million USDC to Hyperliquid and placed two conditional buy orders, source: @ai_9684xtpa and https://hyperbot.network/trader/0xd9012A0C82242B04ee09E45e98B24903F982D975. The orders target buying 73.46 BTC if price trades within 60,555 to 75,555 and 100,000 HYPE within 15 to 20.38, with notional sizes about 5 million dollars and 1.77 million dollars respectively, source: @ai_9684xtpa and https://hyperbot.network/trader/0xd9012A0C82242B04ee09E45e98B24903F982D975. The setup was described as bottom-fishing by the source, according to @ai_9684xtpa, source: @ai_9684xtpa.

According to @lookonchain, trader Machi (@machibigbrother) was liquidated 14 more times in the past 6 hours, bringing his total to 241 liquidations, with his account balance now at $20,815 (source: @lookonchain). The same source earlier reported that his prior 144,573 USDC deposit on Hyperliquid was wiped and that he deposited another 249,837 USDC to continue longing ETH and HYPE, with positions then noted at 2,000 ETH and 10,889 HYPE (source: @lookonchain).

According to @EmberCN, a whale withdrew 45 million USDC from Binance and bought 1.243 million HYPE on Hyperliquid using 41.32 million USDC at an average of 33.2 USD, source: @EmberCN. The whale then sold into the pullback and fully exited the 1.243 million HYPE position about 30 minutes before the post, realizing an estimated 3.73 million USD loss over three days, source: @EmberCN.

According to @lookonchain, whale address pfm.eth deposited 5M USDC into Hyperliquid over the past 12 hours to build long exposure to silver via the on-chain $SILVER market. According to @lookonchain, the address opened a 1x long on 17,305 SILVER worth about $1.49M, with roughly $1.66M in additional limit buy orders still waiting to be filled.

According to @jessepollak, Base activity accelerated as AI agents shipped onchain and TryFOMO recorded over 70 million in trading volume with more than 18,000 active traders and 1,800 new joiners, indicating deepening liquidity and user participation on Base, source: @jessepollak. According to @jessepollak, o1_exchange released a trading API aimed at recovering MEV and improving onchain execution, while HydrexFi launched a full trading suite with limit orders, DCA, multi-swaps, and smart routing, enhancing order flow tooling on Base, source: @jessepollak. According to @jessepollak, soon_svm debuted 100xSOON as an AI native perpetual trading platform powered by x402 on Base, expanding onchain derivatives access, source: @jessepollak. According to @jessepollak, ecosystem progress included a real world USDC payment demo via Xeno_Money, Upshot returning a 50,000 Base grant to users, NetworkNoya launching a voice powered DeFi interface, and ValeYield introducing a simplified yield router, broadening consumer payments and yield options on Base, source: @jessepollak.

According to @iampaulgrewal, Patrick Collison noted that Brian Armstrong’s advocacy for allowing yield sharing is not obviously in Coinbase’s self-interest, since prohibiting yield sharing would make USDC more directly profitable for Coinbase, citing a Wall Street Journal article. According to @iampaulgrewal, Collison’s view highlights that Armstrong’s position is driven by support for a vibrant, competitive market that protects consumer liberty rather than short-term economics. According to @iampaulgrewal, the trading takeaway is that policy direction on yield sharing could shape stablecoin yield products and competitive dynamics between centralized offerings and DeFi, with Collison’s framing pointing to different value capture paths depending on whether yield sharing is permitted or barred.

According to @lookonchain, Machi’s previous 144,573 USDC deposit on Hyperliquid has been lost, and he has now deposited another 249,837 USDC to continue long exposure in ETH and HYPE (source: @lookonchain). According to @lookonchain, his current disclosed positions are 2,000 ETH and 10,889 HYPE on Hyperliquid (source: @lookonchain).

According to @ItsDave_ADA, USDCx, described as a privacy focused version of USDC, is coming to Cardano and is framed as an important leap for Cardano’s adoption (source: @ItsDave_ADA on X). According to Charles Hoskinson, he has signed the integration agreement for USDCx on Cardano and welcomed the project to Cardano Circle, signaling formal progress toward deployment (source: @IOHK_Charles on X, cited by @ItsDave_ADA). According to @ItsDave_ADA, the announcement highlights adoption momentum for Cardano’s DeFi stack by bringing a dollar stablecoin variant into the ecosystem (source: @ItsDave_ADA on X). According to the cited posts, no launch timeline or technical details were disclosed, so traders should monitor official updates for rollout milestones and potential liquidity effects across ADA pairs and Cardano DEXs (sources: @ItsDave_ADA and @IOHK_Charles on X).

According to @EmberCN, a single address bought 1.243 million HYPE with 41.32 million USDC at an average entry of 33.2 and has begun selling around 28.8 as HYPE retraced with the broader market; if fully exited near this level, the estimated loss would be about 5.5 million, per the same source.

According to @OnchainLens, a previously dormant address for two years sold 699 ETH for about 1.876 million USDC, deposited the funds to HyperLiquid, and opened a 20x leveraged ETH long valued around 18 million, source: @OnchainLens. Based on the same source, traders may monitor ETH perpetuals funding, open interest shifts, and potential liquidation clusters on HyperLiquid and major venues to gauge risk and liquidity dynamics, source: @OnchainLens.

According to @lookonchain, Machi deposited another 144,573 USDC into Hyperliquid to add to his ETH long. According to @lookonchain, the trader lost another 2 million dollars in a single day during the recent market crash and has seen repeated wipeouts on Hyperliquid. According to @lookonchain, this fresh top-up increases leveraged ETH exposure on Hyperliquid, keeping liquidation risk elevated and signaling aggressive whale positioning in ETH.

According to @ai_9684xtpa, after ETH briefly fell to $2,805, Trend Research withdrew 36.39M USDT from Binance and deposited it into Aave as collateral, while holding 661,272.65 ETH at an average cost near $3,104.36 with an unrealized loss around $179M at that time, source: @ai_9684xtpa. According to @ai_9684xtpa, the address later borrowed 80M USDC from Aave after ETH moved back above $3,000, with the reported unrealized loss narrowing to about $55.78M, source: @ai_9684xtpa. According to @ai_9684xtpa, these on-chain actions indicate active leverage and collateral management on Aave by a large ETH holder, a dynamic traders often monitor for potential liquidity and volatility impacts, source: @ai_9684xtpa.

According to @lookonchain, wallet 0x8709ac3CeaAe2a7A70c1D8e39DF9804def7cAC54 spent 5.6M USDC to buy 1,066 XAUT at 5,261 and then deposited 3.5M USDC to Hyperliquid to open longs sized at 53,528 SILVER (6.48M) and 158.36 GOLD (876K), while shorting 4,229 NVDA (809K). According to @lookonchain, these flows show the address is positioned long precious metals via XAUT, SILVER, and GOLD and short NVDA via Hyperliquid.

According to @ai_9684xtpa, a new address 0x9D26f5Bc7E5C7f767eade0b9De58d94f49301BfF has built a $31.62M spot position in HYPE and continues to buy aggressively. According to @ai_9684xtpa, the address currently holds about 951,000 HYPE with an unrealized loss of roughly $338,000, while HYPE rose about 4.6% in the last 24 hours and remains above $33. According to the hyperbot.network tracker cited by @ai_9684xtpa, the address deposited 44.995M USDC to Hyperliquid within about 7 hours and accumulated 298,915.34 HYPE at that time worth around $10.06M before continuing spot purchases. Based on the on-chain flow reported by @ai_9684xtpa and the hyperbot.network data, concentrated whale accumulation on Hyperliquid can tighten liquidity and increase short-term volatility, so traders may monitor this address’s inflows and spot fills for execution and slippage risk.

According to @EmberCN, one address transferred 45 million USDC to Hyperliquid to purchase HYPE and has already converted about 30.5 million USDC into roughly 909,000 HYPE at an average price near 33.5; source: @EmberCN. The buying is still ongoing, and the author notes the remaining 14.5 million USDC is likely to be deployed into HYPE within the day; source: @EmberCN.

According to @EmberCN, a single address transferred 45 million USDC to Hyperliquid to purchase HYPE on spot and has already spent 10.84 million USD acquiring 325,000 HYPE at an average price of 33.3, with buying still ongoing. According to the same source, the activity is concentrated on Hyperliquid spot and reflects continued whale accumulation of HYPE. The source also notes the post is sponsored by Bitget.

According to @ai_9684xtpa, a new address 0x9D2...01BfF deposited 44.995 million USDC to Hyperliquid over seven hours and subsequently accumulated 298,915.34 HYPE in spot, valued around $10.06 million. According to @ai_9684xtpa, the activity reflects sustained spot accumulation on Hyperliquid by a single large buyer in HYPE.