偷偷炒币的巴菲特

The saga of the biggest short with $HYPE , Loracle, continues.

After he closed out over $110 million in HYPE short positions, incurring a loss of about $46.46 million, he immediately opened a long position of 82,195 shares of HYPE, leveraging it 2x with an entry value of around $5.73 million.

What happened next?

$HYPE dropped from ~$75 to ~$62 in less than 24 hours.

Currently, Loracle holds an active $HYPE long worth approximately $9 million, with unrealized losses of about $420,000.

Meanwhile, he still holds $892,000 in HYPE spot positions (around $60 million), while his overall account PnL has now dipped to about -$3 million.

Is this pullback the end of the rally, or is the market just giving everyone jitters before the next wave begins?

As it stands, this trend doesn't seem over yet, but anyone trying to trade the market hype must remember one thing:

Even if you’ve got the right direction, the crypto market can still hit you hard as you enter.

Fortunately, I think at least he’s chosen the right direction this time!

Now let’s all hope for $HYPE to rise to $100#HYPE #币圈巴菲特 .

Arthur Hayes sold $HYPE .

The market heard the "top signal", but I see another issue: what happens when a strong asset meets a seller with a macroeconomic narrative?

Hayes' viewpoint might be correct; the peak of risk assets could come before September. War, energy, AI IPO liquidity drying up—these are all valid concerns.

But the trading dynamics of $HYPE are no longer like ordinary crypto beta.

It now has 3 ETF channels:

$BHYP

$THYP

$HYPG

Grayscale just joined. The buyer pool is still expanding,

and this is precisely the part that shorts have consistently underestimated: HYPE is no longer just facing the emotional demand of retail investors.

It's also up against a soulless buying machine, (98% of funds are on auto-rebuy)

When Bitcoin gets sold off while HYPE continues to rise, it shows that the market's attitude towards it is drastically different, indicating it has withstood rigorous tests.

Yes, the top may come before September, but the real question isn't whether HYPE will eventually pull back, but how high it can go before the market finally peaks?

Strong assets rarely need a full macroeconomic alignment; they typically just force sellers to cut losses early.
#HYPE #币圈巴菲特

The trading volume for $HYPE ETF has surpassed $142 million. The launch of the Grayscale HYPE ETF is set to push it towards $80.

Considering it's been less than a month since launch and we only have Bitwise and 21Shares actively trading in this ETF product category, that's pretty impressive.

Current tickers:

$BHYP — Bitwise HYPE ETF

$THYP — 21Shares HYPE ETF

Next catalyst: Grayscale is set to launch tomorrow.

If Grayscale's $HYPG receives even moderate market acceptance, by the end of this week, the total trading volume for HYPE ETFs could potentially break the $200 million milestone.

Bitwise and 21Shares have already proven there's demand in the market.

Now, Grayscale adds another distribution channel.

As for $HYPE , the narrative remains the same:

It's less like a decentralized exchange (DEX) token and more like an asset being packaged as a Wall Street product that can generate yield.

No need to overcomplicate: when a token reaches ETF trading volume so quickly, the market's focus isn't whether institutional investors are interested, but rather how much cash they can print around this token 💵!

Let's see if the launch of the Grayscale HYPE ETF can create a surge and help HYPE break through the $80 mark #HYPE #币圈巴菲特

$ETH
I witnessed this "@Fortune韩百亿 dream chaser" drop from around $220,000 in unrealized profits to just $20,000.

Everyone's talking about "HODLing," but holding is just one skill in the game.

Knowing when to take profits is another skill; if you confuse conviction with greed, a successful trade can turn into a bad memory.

The market doesn’t care how high your past gains were; it only cares about how much you end up pocketing.

Respect trading, respect the trend, but also understand that unrealized profits are just the market lending you confidence.

Stop-loss or take-profit is a must-learn lesson! In the investment world, saying "I once made a lot" isn’t something to brag about; it usually marks the beginning of a costly story. Let’s learn from this together! #HYPE #ETH #币圈巴菲特

Great traders, buy those assets that disregard Bitcoin going to zero.

Which asset do you have the most faith in? Feel free to vote!

Right now, the market is sending a very clear signal:

$HYPE $ZEC $币安人生 $ US stocks

They maintain a solid structure, absorbing sell-off pressure, and sustaining trading volume,
this is where the money is hiding.

If Bitcoin keeps dropping while these tokens remain strong, it indicates a more important message: someone is already accumulating them before the market feels safe.

What other alpha tokens are out there? Feel free to add to the list…
#HYPE #币安人生 #zec # Crypto Buffet

$HYPE might not just be a token anymore; it's part of Nasdaq and heading towards $80. Bitcoin and other crypto assets are taking a hit, but this one's as solid as a rock and has proven some things!\n\nAny asset that can hit all-time highs daily in a weak overall market will eventually face liquidity shakeouts, long positions getting liquidated, and structural reshaping.\n\nAnd that's exactly what HYPE has been doing, setting all-time highs for several days, then sweeping liquidity down to below $70, absorbing the pullback, and continuing to maintain a higher low structure.\n\nThis is crucial; the clearest bullish trend isn't just about going up.\n\nIt's about punishing those who entered incorrectly, filling orders, and still holding strong.\n\nHYPE's price has also broken through $SOL , which is psychologically significant—markets love simple milestones, and traders even more so.\n\nAs long as HYPE stays above the reshuffled structure and buyers keep defending the $68-$70 zone, its path to $80 remains clear.\n\nI'm still holding strong on $HYPE coins, what about you? #HYPE #币圈巴菲特

$ORCL is quietly becoming a major beneficiary in the next phase of artificial intelligence.

Latest data shows strong performance:

RPO: $553 billion, up 325% year-over-year

OCI revenue: up 84% year-over-year

Cloud revenue: up 44% year-over-year

FY2027 revenue forecast raised to $90 billion

The key shift is that the cost of AI models is decreasing, and high-quality data is becoming a scarce resource.

ORCL has decades of accumulated enterprise data, databases, ERP systems, medical records, government workloads, and critical business infrastructure.

In the age of AI, companies with the best data pipelines may be more valuable than those with the flashiest models.

AI demands computational power.

Businesses need secure data.

Governments require trustworthy cloud services.

Oracle is perfectly positioned at the intersection of these three.

Of course, risks still exist. Capital expenditures are massive, debt issues cannot be ignored, and the backlog of AI orders still needs time to convert into profitable revenue.

But objectively speaking, Oracle currently has one of the clearest growth prospects in the large AI infrastructure space.

If AI progresses from the demo phase to real enterprise deployment, Oracle will be in a key position.

Given that the stock has undergone a significant drop previously, its valuation is not as daunting anymore, so the most cost-effective trade in the AI space might not be the extremely overvalued model companies, but rather those with reasonable valuations that possess the data required for the models. #ORCL #币安推出美股交易 #币圈巴菲特

$CRWV might just be one of the purest AI infrastructure stocks on the market.

Everyone wants a piece of AI, but the real question is, who stands to profit when AI companies need more computational firepower?

Enter CRWV, and the latest data is hard to ignore:

Q1 Revenue: $2.08 billion

Adjusted EBITDA: $1.16 billion

Revenue Backlog: $99.4 billion

This backlog is significant.

It indicates that demand isn't just hype; it's coming from real customers: Meta, Anthropic, OpenAI, Nvidia, Cohere, Jane Street, Mistral, and more.

NVDA also pumped $2 billion into CRWV this year, becoming a major strategic shareholder—definitely not a vote of confidence to overlook!

The latest bullish signal: CoreWeave announced the launch and verification of the industry's first Nvidia Vera Rubin NVL72, showing that this company is always at the cutting edge of AI infrastructure.

Remember that stock market “child of Sandisk” Leopold Aschenbrenner, who made about 15x returns in 8 months? He’s also in on this stock!

The risk here is high debt levels, massive capital expenditures, and not-so-great profit margins—not exactly a stable growth company.

But if AI demand keeps surging, $CRWV will be one of the few publicly traded companies directly tackling the computational bottleneck.

The market has been questioning if there's a bubble in AI.

Maybe there is, but even if a bubble exists, there will always be those making bank by renting out shovels, and that's why I'm bullish on $CRWV .#CRWV #CryptoBuffett

I cleared out $DOGE coins. Honestly, I finally get it. If the goal of trading is to "capitalize on the SpaceX IPO buzz," then why did I choose to express it with $DOGE coins?

No doubt, Elon Musk loves Dogecoin.

And yes, people will still pay for attention.

But if we're all trading on Musk's hype, why not go for the more direct space economy stocks? Like $RKLB , $ASTS, and other companies directly tied to launches, satellites, communications, and orbital infrastructure?

For years in the crypto space, we’ve gotten used to trading the shadow of a story rather than the assets tied to the story itself.

Musk tweets, buy Dogecoin; AI hype, buy some unknown AI tokens.

SpaceX IPO, buy Dogecoin. This method worked back when the stock and crypto markets weren't fully synced.

But the market is shifting. Today, Binance officially listed US stocks, merging crypto and equities. Tokenized stocks, 24/7 trading, on-chain transactions, and synthetic exposure are making it easier for crypto investors to trade US stocks.

This means we might need to upgrade our mindset. Instead of asking, "Which coin will get buzzed because of this?"

Maybe a better question is, "Which asset truly reflects the value of this?"

Sometimes, the hardest trade isn’t the stop-loss, but admitting that the investment logic is too convoluted. Times have changed, and the trading mindset of us crypto folks needs to evolve! #币安股票 #CryptoBuffett

Everyone's keeping an eye on the demand for $HYPE , but what's even more interesting might be the supply.

Out of its total supply, only about 22% is available for trading, while three "whales" are quietly gobbling up this portion of the circulating supply.

1. About 45.81 million HYPE have been burnt, valued at approximately $3.33 billion.

2. Two HYPE ETFs attracted around $134 million in inflows in just two weeks—about 1% of its market cap in the first 10 days. This pace has outstripped the demand seen in early BTC and SOL ETFs, and Grayscale is also applying to launch a third ETF.

3. A treasury listed on NASDAQ holds about 22.29 million HYPE, trading at a premium of 1.16x, and still has around $157 million in available capital, which could push the stock price above net asset value and buy more HYPE.

This is perhaps where the shorts need to pay attention. The market pricing for "Hyperliquid has demand" isn't just based on this; it’s also priced based on the match between demand and the continuously shrinking circulating supply.

Currently, the new supply is clearly visible, while demand appears mechanical, creating a risky situation for anyone casually shorting.

HYPE is increasingly looking less like a token trade and more like a liquidity squeeze with a profit engine.

This is basically Wall Street, just dressed in hoodies, running 24/7. #HYPE #币圈巴菲特

$HYPE The short thesis is constantly being re-priced by the market.

Over the past few months, HYPE has almost absorbed all the major FUD (Fear, Uncertainty, and Doubt):

• Concerns about team dissolution

• Questions about oversupply

• Worries about JellyJelly-style manipulation

• Declines in volume and open interest

• Ongoing pressure from well-known skeptics

• Repeated claims that revenues are insufficient to support the price

However, price discovery continues.

At $20, people said it was too expensive.

At $30, they said revenues couldn’t support that price.

At $40, they said the bull run was set.

Now, HYPE keeps hitting new highs, and the market has given a very simple answer:

Valuation models matter, but cash flow matters more.

This doesn’t mean HYPE is without risk. It definitely carries risks. Dissolution, concentration, reflexive leverage, and overheated market sentiment are all real.

But the key is that, so far, all the obvious bearish catalysts have failed to break this trend.

This usually means one of two things:

Either the market's irrationality has lasted longer than the shorts can bear,

Or the asset is being re-priced into a higher category.

As it stands, HYPE looks less like a short-term trade and more like a yield-generating asset still in the price discovery process.

The mission is not yet complete, and judging by the shorts' P&L, this saga is far from over. #HYPE #币圈巴菲特

$HYPE just hit a new all-time high, it's strong for sure, but do you really think $BNB has no chance to fight back? #BNB #hype #CryptoBuffett

After taking a massive loss of over $35 million, the biggest short-seller loracle.hl has started to own up and is gradually covering his short positions on $HYPE .

However, he still holds about 1.5 million shares of $HYPE in a short position, valued at around $103.1 million, and has a hefty amount of unlocked HYPE spot in hand.

Interestingly, he is now shifting his focus to his tokens—loading up on long positions for $ASTER , $ZEC, and $TON.

Less than 20 days ago, he banked over $42.2 million from precise trades.

Now, his profits have evaporated, and his account is facing a loss of about $829,000.

The burning question is, will his newly acquired long position of $ASTER on centralized exchange tokens become the next rotation trade, or just another costly mistake?

Are you ready to ride the whale's wave and go long on $ASTER ? #BNB #币圈巴菲特

After weeks of sideways action, $BNB has finally experienced a clean breakout, and everyone knows the bullish news!

Let's take a look at the technicals: BNB is currently showing a strong rebound, marking a complete breakout trend.

The price has surged from the $620-$650 range to $742, with the previous resistance at $690 being forcefully broken, opening up new upward potential.

This is a very healthy price-volume surge, with open interest (OI) jumping to around 771,000 contracts, and nominal open interest nearing $556 million. The price rise coupled with increased open interest usually indicates new capital is entering the market, providing sustained momentum for the trend.

As long as we hold above $700 in the short term, the bullish momentum will continue; if we break below $700, then the bullish trend will start to cool off.

Currently, Binance ecosystem tokens are exploding across the board with 24-hour gains:
$币安人生 :15
$ASTER :11%
$4:8%

I won’t overthink things.

BNB is leading the charge.

Volume confirmation.

Open interest confirmation.

The ecosystem is following suit.

This is a sign of strength that has already manifested before the masses recognize it. #bnb #CryptoBuffett

$HYPE The most dangerous rivals aren't those yelling daily, but the traditional giants quietly doing their homework.

Reports indicate that the parent company of the New York Stock Exchange, Intercontinental Exchange (ICE), has had multiple talks with the Hyperliquid team. Their CEO has stated that, in certain trading activity metrics, Hyperliquid's scale "exceeds that of Nasdaq."

The purpose of an exchange is to create liquidity, price discovery, settlement, and fee collection. Hyperliquid has shifted these functions on-chain and made them operational 24/7.

This is why ICE is keeping an eye on Hyperliquid; traditional exchanges still hold sway over regulation, institutional trust, and distribution channels. But Hyperliquid has an edge they can’t overlook: trader behavior.

People no longer need a market that takes weekends off, which for $HYPE implies that the narrative is shifting from "decentralized exchange tokens" to "on-chain derivatives infrastructure."

Partnerships are yet to be determined, but when the owners of the New York Stock Exchange start looking into a market, it’s no longer just background music!

If they strike a partnership? Then $HYPE will…? 150? #HYPE #币圈巴菲特

🚨 $BNB has just entered its ETF era, and it's about to change everything.

VanEck's VBNB is now live on Nasdaq—America's first listed BNB spot ETF, the fourth largest cryptocurrency (with a market cap of $88 billion) has just stepped through Wall Street's door.

Check out this exciting data:

• Launched in 2017: $0.10 → End of year $8.90 🟢 +7,800%
• 2018: $8.90 → Bear market bottom 🔴
• 2019: $10.84 → +21% recovery 🟡
• 2020: $21.97 → +102% 🟢
• 2021: $267.51 → +1,117% 🚀🚀🚀
• 2022: $374.31 → Macro pain 🔴
• 2023: $312.86 → +16% slow climb 🟡
• 2024: $376.96 → +20% 🟢
• 2025: $647.79 → All-time high of $1,370 🔥

From $0.10 to over $650+ in 8 years. No hype needed, the charts speak for themselves.

ETFs bring more than just liquidity—they bring legitimacy. $BNB is no longer just an exchange token; it's a crucial piece of infrastructure in the era of tokenization!

If a "platform coin" has survived 8 years and can be packaged by VanEck into Nasdaq, we might have to admit that this thing understands long-termism better than most listed companies.

As @CZ said: Slowly, but surely. #BNB #Binance #CryptoBerkshireHathaway

$BNB When the leading old-school restaurant feels threatened, it quietly tweaks the menu, boldly changes the signage, extends its hours, upgrades its offerings, and ensures that the nearby young spots won't become the new consumer habits—this is how the market operates.

The leaders still hold onto their brand, distribution channels, users, liquidity, and the trust they've built up over time.

The challengers are certainly coming in hot! And this often becomes an opportunity for the entire industry to advance.

When the game shifts from noise to profit, from slogans to user retention, and from attention to actual value acquisition, even the old-timers have to admit: the crypto market is starting to feel less like a circus and more like dimly lit capitalism.$BNB $HYPE #BNB

$HYPE
Good news, the SEC Chair is teaming up with the CFTC to push forward a 'crypto project' aimed at making the U.S. a global hub for crypto finance.

Honestly, it's the right call. If an industry can't be stopped, the smart move isn't to shout at it from the sidelines.

It's about regulating, taxing, listing, custodizing, and making it useful for U.S. capital markets.

That's how empires endure, and for Bitcoin, this is structurally bullish news. The U.S. is no longer just viewing cryptocurrencies as a problem to curb, but starting to see them as a market to own.

But the bigger opportunity might lie in on-chain financial infrastructure.

Tokenized securities.

Stablecoin settlements.

On-chain derivatives.

Compliant trading venues.

That's the intriguing part about $HYPE ; if traditional assets ultimately need a liquid, fast, 24/7 contract market, Hyperliquid is one of the few crypto-native systems that truly gets leverage, liquidity, fees, and real traders.

I have a ton of respect for Atkins; he's giving Washington a lesson in capitalism 101: when you can't destroy the casino, buy the land beneath it. $BTC #HYPE #币圈巴菲特

$HYPE is going crazy, very strong...

Let’s talk about some pointers for HYPE contract trading!

The price just broke out with strong volume, open interest (OI) is continuously expanding, and active buy orders are outpacing active sell orders.

This indicates that the current rise isn't just short covering—there's fresh capital entering the market.

The funding rate and basis are both positive but not yet overheated, suggesting the market is generally bullish, but it's not completely crowded yet.

The issue lies with the RSI; it's already overbought in the short term, meaning if you chase long positions at the current level, you could easily get shaken out during a normal pullback, so this isn’t the best spot to go long.

Currently, the bulls are still in control above $63–64, but if that level breaks, this upward trend will start to cool down. Those with existing positions should hold on.

I don’t recommend anyone blindly shorting such a strong asset right now; if someone tells you to short it, they’re probably either foolish or malicious.

Given this unreasonable surge, the largest on-chain HYPE short, Mr. Loracle, has unfortunately seen his short position's unrealized loss rise to 37.81 million. I bet he can't stay as calm as Saylor while learning the Eastern arts. $BTC
#HYPE #CryptoBerkshireHathaway

The unlock supply of $HYPE coins is being gobbled up by buy orders!

On-chain's biggest short seller of $HYPE , Loracle, was once one of the largest bulls of HYPE. Then, in late April, he flipped to shorting. After HYPE broke new highs in May, he began to gradually unlock and sell his staked HYPE.

The market had previously anticipated that he would dump after unlocking $50.8 million.

Today, he did just that, but he didn’t dump it all at once.

He transferred about 890,000 HYPE to Hyperliquid and applied to redeem another 700,000 HYPE. This indicates that the selling pressure may last for several days.

However, the market remains very strong, with bulls consuming his supply, and his short position is now facing a loss of over $30 million, with the liquidation price rising from 89 to 91.25 due to margin calls.

What if the “biggest short” decides to close his position and admit his mistake next? What will happen to $HYPE ? #hype #币圈巴菲特