$HYPE got a US perps headline and the chart didn't care
it's not the exchange. Hyperliquid Strategies ($PURR) applied for FCM status on permissioned HIP-3 markets. an application, not an approval
markets price approvals, not filings
The biggest $SNDK long on Hyperliquid just gave up
19.4K SanDisk bought at $1,116, plus SK Hynix and Marvell, all closed today in 23 minutes
-$4.7M realized
Top 600 wallets are still 2:1 short memory and the shorts are up $35M
Memory already crashed in Seoul today. SK Hynix -9.5%, KOSPI -5.3% with a sidecar halt
On Hyperliquid the 600 biggest accounts were short into it: $72M short vs $35M long. Shorts +$9.1M, longs -$4.3M
They added another ~$22M of shorts overnight
the 600 biggest Hyperliquid accounts are short oil almost 6 to 1
$150M short WTI and Brent vs $26M long
the other side is basically one wallet, $145M long at 10x and down over $2M
OIL AND GAS SLIDE ON US–IRAN DEAL REPORTS
Energy prices fall sharply after Al-Araby Al-Jadeed reported progress toward a US–Iran agreement involving nuclear concessions and frozen funds.
Market reaction:
🔸 Brent: -2.8% to $101.80
🔸 WTI: -1.8% to $94.73
🔸 TTF Gas: -6.7% to €88.49/MWh
Caution: Reports remain unconfirmed. The outlet previously reported diplomatic progress that failed to materialize.
$ZEC down 10% and the money only went one way. the 600 biggest Hyperliquid accounts were $161M short vs $27.5M long, shorts are up $18.7M. meanwhile the whale who bought 25K spot and longed another 18.9K on top is down $5.8M
biggest one is a 51.8K $ZEC short from $1,336, up $10.1M. same wallet is short $149M of $BTC too. you can copy it on Arco: arco.so/trader/0xb83de012dba…
The 600 biggest Hyperliquid accounts are $31M long $AAPL into earnings tonight and only $0.3M short
16 longs, 4 shorts. When everyone sits on one side of a print, the print rarely cares
$HYPE fell from $87.6 to $85.3 the hour this hit and already won back more than half of it
unstaking on Hyperliquid sits in a 7 day queue, none of these 2.55M tokens can be sold yet
OI went up to $1.95B, nobody's running for the exit
🚨LATEST: @paradigm has unstaked 2.55 million HYPE tokens, worth approximately $224 million, across 15 wallets over the past two days.
The move represents 17.85% of its current 14.26 million HYPE stake on Hypercore, drawing attention to a significant reduction in its staked position.
Tokenized stocks on ethereum:native took a year to grow to $827M
Hyperliquid's stock, index and commodity perps hold $4.05B in open interest right now. On a Sunday, with Wall St closed
The trading isn't happening where the tokens are
biggest exchange hack ever and $HYPE barely blinked
$BNB perp on Hyperliquid went 739 to 670 after the drain started, $HYPE only -1.3% while BTC and ETH lost 2-2.5%
market is pricing who holds the keys
BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:
• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies
This is the largest hack in crypto history.
Tether and Circle froze ~$1.8B. The 195K $ETH ($443M) that already left can't be frozen
that's the part that actually got stolen. $BNB on Hyperliquid dumped before Binance said a word
CZ, yesterday: don't click links, stay safe
Binance, today: $2.32B leaves a hot wallet through a caller funded by Tornado Cash
$BNB on Hyperliquid priced it in before Binance said a word
the wallet that called the drain was funded through Tornado Cash. Binance doesn't top up its own ops wallets from a mixer
$2.32B sat in the receiving wallet, and 195K $ETH ($443M) has already moved one hop further
$BNB on Hyperliquid went 745 to 695 before any statement
$2.5B just left a Binance hot wallet to fresh addresses and Binance hasn't said a word
$BNB on Hyperliquid didn't wait. 745 to 695 in minutes, $BTC lost $80K again
this is why price discovery moved onchain. not your keys, not your coins, still
$AMZN is down 12% after hours and the Hyperliquid wallet that shorted it into earnings just got paid
14,400 shares short from 255, up $376K on this one trade
same book is short $GOOGL and $META too. +$1.68M today, +$7.9M all-time
BREAKING: Amazon stock, $AMZN, collapses over -12% after reporting weaker than expected Q3 earnings.
The stock has now erased -$315 billion worth of market cap in after hours trading.

























