安链情报局

"Shorting 255 BTC" whale increases short position, current unrealized loss exceeds 4 million dollars, total loss reaches 66.19 million dollars

On April 14, news from Onchain Lens monitoring indicates that the "Shorting 255 BTC" whale has increased its 40x BTC and 25x ETH short positions, currently facing an unrealized loss exceeding 4 million dollars.

The whale's profits have turned from over 25 million dollars into losses, with current losses exceeding 41 million dollars and a total loss of 66.19 million dollars.

Currently holding: BTC (76.7 million dollars), 11,560 ETH (2.44 million dollars).$BTC

The address was liquidated 8 times within a few hours, with only $10,606 remaining

On April 14, according to Lookonchain's monitoring, the address 0x3386 was liquidated 8 times within a few hours, with only $10,606 remaining in the account.
This address is still shorting ETH with high leverage, and the new liquidation price is $2399.37. $ETH

Sell at a certain address before the ETH rise and go long before the oil price drop, with a total loss of $618,500

On April 14, news from Lookonchain monitoring reported that address 0x18b0 sold 499.9 ETH for $2,197 (1.1 million USD) before the ETH rise, resulting in a loss of $82,500;

Subsequently, they went long before the oil price drop, incurring a loss of $536,000. $ETH

The Matrixport-associated whale's long positions in ETH and BTC are currently yielding over 36 million USD

On April 14, according to Lookonchain monitoring, due to the market rise, this whale associated with Matrixport holds 120,000 ETH (283.5 million USD) and 700 BTC (52 million USD) in long positions, currently yielding over 36 million USD. $BTC

Ethereum's long and short divergence is evident, with Intuition founder selling 3285 ETH

On April 14, news reported that according to on-chain analyst Ai Yi's monitoring, Ethereum briefly rose to about $2400, revealing a divergence between bulls and bears.

Intuition founder billΞ.eth sold 3285 ETH (approximately $7.79 million) at the peak of $2372.24 an hour ago, having cumulatively sold 8771 ETH (approximately $19.14 million) since March 8, with an average selling price of $2182, now nearly clearing out.

Address 0x455...A433E exchanged 2831 WETH for 90.46 WBTC (approximately $6.74 million), at an exchange price of $74607, indicating a more optimistic view on Bitcoin's subsequent rise.

The large trader nemorino.eth established a position of 1347.37 ETH (approximately $3 million) 8 hours ago at an average price of $2226.54, starting a new round of bullish waves. $ETH

A certain whale bought 2698.5 ETH 11 hours ago, with a profit of 430,000 USD

On April 14, news reported that on-chain analyst Yu Jin monitored that a certain whale bought 2698.5 ETH 11 hours ago using 1265 XAUt (5.95 million USD) at a price of 2205 USD.

Subsequently, ETH experienced a rise, with a profit of 7% (430,000 USD) within just 11 hours of the purchase. $ETH

Two whales holding long positions are floating profits of over $17.68 million and $19 million respectively.

On April 14, news from Onchain Lens monitoring revealed that as the market continues to rise, the whales are making huge profits.

The whale holding a 20x ETH long position, "0x6c8", currently has a floating profit of over $17.68 million.

An entity associated with Matrixport holds 20x BTC and 15x ETH long positions, currently floating profits of over $19 million. $BTC

Huang Licheng's ETH long position currently has an unrealized profit of 2.14 million USD, but his total loss still amounts to 26.4 million USD.

On April 14, according to on-chain analyst Yu Jin's monitoring, the buddy (Huang Licheng) who has been rolling over to go long on ETH, after a daily increase of 8% in ETH, currently has an unrealized profit of 2.14 million USD on his ETH long position valued at 29 million USD, with an opening price of 2195 USD and the current ETH price at 2365 USD. $ETH

"Set 10 big goals first" The whale has stopped losses, with a loss of about 5 million dollars this round

On April 14, news reported by on-chain analyst Ai Yi monitored that when the price of Bitcoin reached 74,900 dollars, the whale "Set 10 big goals first" @Jason60704294 stopped losses, with a loss of about 5 million dollars in this round. When the market rebounded in the early morning, the whale chose to stop losses on a short position of 2,567.49 Bitcoin at 73,500 dollars, with a loss of about 5 million dollars; the stop loss point for ETH is unknown.

He stated, "The original plan was to look at 60,000, the risk-reward ratio was worthwhile, but the geopolitical news was too strong." Previously, this address had made a profit of 21.76 million dollars in mid-March, and the overall profit and loss of the three operations from April to now has been flat. $BTC

The short position of the whale 'Set 10 Major Goals' has turned profitable, currently with a floating profit of $1,968,000.

On April 9, news from on-chain analyst Ai Yi monitored that the short position of the whale @Jason60704294 'Set 10 Major Goals' has turned profitable, currently with a floating profit of $1,968,000.

Bitcoin short position: 2201.507 BTC, opening price $71,671.5, worth $157 million; Ethereum short position: 7093 ETH, opening price $2,251.23, worth $15.96 million.

According to the tweet image calculation, the total scale of this short position reaches $173 million, with the stop-loss range for Bitcoin set between $73,000 and $73,500. $BTC $ETH

Adam Back denies that he is Satoshi Nakamoto, claims that the New York Times investigation has statistical bias

On April 9, Blockstream CEO Adam Back posted on X platform, once again denying that he is the Bitcoin founder Satoshi Nakamoto.

He stated that the conclusion of New York Times reporter John Carreyrou has issues of "selective attribution": because he is very active in the cypherpunk mailing list, with a posting volume much higher than others, he is more likely to leave comments on topics such as electronic cash, which makes it easier for investigators to associate his statements with Satoshi Nakamoto, and this is merely a statistical bias.

Back believes that the remaining evidence is a coincidence and a result of people with similar experiences and interests using similar wording. He pointed out that Satoshi Nakamoto needs specific skills and experience to invent Bitcoin, and he, along with many others, in the previous decade's design attempts "seemed very close to the final solution, but in reality never touched the core."

Back stated that he does not know who Satoshi Nakamoto is, and he believes that the unknown status of Satoshi Nakamoto is beneficial for Bitcoin, as it helps Bitcoin be seen as a mathematically scarce digital commodity and become an independent asset class.

Previously, news yesterday, the New York Times published an investigative article stating that British cryptographer Adam Back may be Satoshi Nakamoto. $BTC

Bitcoin Depot disclosed that the company was attacked by hackers, resulting in the theft of $3.6 million worth of Bitcoin.

On April 9, according to a report by Decrypt, Bitcoin ATM operator Bitcoin Depot revealed in a filing with the U.S. Securities and Exchange Commission (SEC) that the company experienced a security breach on March 23, where hackers stole approximately 50.9 Bitcoins, valued at about $3.665 million.

The attackers infiltrated the company's IT system and obtained credentials for the digital asset settlement account, allowing them to transfer funds without authorization. Bitcoin Depot stated that it has initiated an emergency response mechanism, hired external cybersecurity experts to investigate the attack vector, and secured the remaining assets, while also notifying law enforcement.

The company claims that the customer platform and user data were not affected by this breach. The incident has been identified as having a significant impact on the company's operations, potentially leading to reputational damage and costs related to legal, regulatory, and emergency responses.

This is at least the second known security incident for Bitcoin Depot, following a 2023 breach that led to the personal data of 58,000 users being compromised. $ETH

Bernstein: Quantum threats to Bitcoin are real but controllable, the industry has a three to five year window for quantum upgrade

On April 9, according to CoinDesk, Wall Street brokerage Bernstein released a report stating that the rise of quantum computing poses a real but controllable threat to Bitcoin's cryptography, and recent technological breakthroughs are shortening the timeline for potential attacks.

Google's Quantum AI's progress in reducing the demand for quantum bits means this risk is no longer a problem for a decade in the future, but scaling quantum systems to the level required to break widely used encryption remains a complex challenge.

Analysts indicate that quantum should be viewed as a medium to long-term system upgrade cycle rather than a risk.

The risk is concentrated in about 1.7 million old "legacy" wallets containing Bitcoin, while the SHA hashing algorithm that Bitcoin mining relies on remains secure even in advanced quantum scenarios.

Bernstein expects the crypto industry has a three to five year window to transition to quantum-resistant cryptography through protocol upgrades and wallet replacements, with upgrades such as new wallet standards, reducing address reuse, and key rotation already being discussed. $ETH

Michael Saylor: Bitcoin may have bottomed out, quantum computing risks are exaggerated

On April 9, according to CoinDesk, Michael Saylor, founder and executive chairman of Strategy, stated at an event hosted by Mizuho that Bitcoin likely bottomed out around $60,000 in early February, with the bottom more determined by seller exhaustion rather than valuation.

He believes that current selling pressure is limited, and the inflow of ETF funds is absorbing daily supply, while companies allocating financial assets to Bitcoin also creates sustained demand.

Saylor predicts that the catalyst for the next bull market will be the establishment of a bank credit and digital credit system based on Bitcoin, which will transform Bitcoin from a non-yielding asset into a capital market engine.

Regarding the recently discussed threat of quantum computing, Saylor believes the risks are exaggerated, as the threat remains theoretical and may not need to be addressed for decades, by which time solutions will also be available.

Mizuho maintains its outperform rating on Strategy with a target price of $320, which offers about 150% upside potential compared to the current stock price of $127. $BTC

In March, the trading volume of crypto cards reached $600 million, with USDC grabbing market share from USDT.

On April 9, The Block reported that the monthly trading volume of crypto cards reached $600 million in March, more than doubling from $187 million a year ago.

USDT has been the dominant settlement currency during this growth phase, accounting for the vast majority of crypto card trading volume, which aligns with USDT's solid position in emerging markets such as Southeast Asia, Latin America, and Africa. However, USDT's market share is gradually being compressed, as USDC continues to capture more share due to its emphasis on regulatory transparency and institutional backing in Western markets.

The change in the stablecoin composition of crypto card trading volume can serve as a proxy indicator for observing changes in regional and user demographics, and the rise of USDC's share indicates that the user base is expanding beyond USDT's traditional advantage areas.

The issuer of USDT has stated plans to launch stablecoin products aimed at the U.S. market; if this product gains market acceptance domestically, it could slow down or reverse the trend of USDC's share growth. $BNB

The temporary ceasefire between the US and Iran may be due to the rupture with Israel

On April 9, news from CCTV International reported that the US and Iran announced a temporary ceasefire and stated that negotiations would be held this week. Although it has only been a day since the announcement of the ceasefire, differences have already emerged regarding whether the ceasefire includes Lebanon.

Iranian analysts pointed out that Israel views Iran as its biggest enemy in the region. After the ceasefire, Israel intensified its attacks on Lebanon, attempting to undermine the ceasefire and weaken Iran's regional influence.

$ETH If Israel cannot cease its actions against Lebanon in a short time, there is a possibility of renewed regional conflict.

Chainalysis: It is expected that the trading volume of stablecoins may reach $15 trillion by 2035

On April 9, news from The Block reported that Chainalysis released a report predicting that the trading volume of stablecoins could reach as high as $15 trillion by 2035.

Just the baseline growth alone could bring the adjusted trading volume of stablecoins to $7.19 trillion by 2035. If macro catalysts such as demographic shifts and merchant adoption are added, the upper limit will increase significantly.

The report points out that by 2025, stablecoins will have processed approximately $28 trillion in "real economic activity," with this data excluding transaction noise and only counting payment, remittance, and settlement scenarios.

The two main driving forces include: an estimated $100 trillion of wealth expected to transfer from older generations to the millennial and Gen Z cohorts, who are more accustomed to digital assets, between 2028 and 2048; and the deeper embedding of stablecoins in merchant checkout and backend payment systems, where users are unaware of the underlying cryptographic technology when using them.

Chainalysis expects stablecoin payment volume to match Visa and MasterCard between 2031 and 2039 at $BTC

World Gold Council: Looking Ahead, Gold Prices Expected to Rebound

On April 8, the World Gold Council stated that March was the weakest month for gold prices since June 2013, a phenomenon caused by deleveraging and liquidity changes, rather than fundamental factors.

Looking ahead, gold prices are expected to rebound and return to an upward trend, but there are still risks in the short term.

The New York Times publishes an investigative article stating that British cryptographer Adam Back may be Satoshi Nakamoto

On April 8, news from The New York Times reports that journalists, by comparing the language features of early emails related to Bitcoin with those from the 1990s Cypherpunks mailing list, pointed to 55-year-old British cryptographer Adam Back as a possible anonymous founder of Bitcoin, Satoshi Nakamoto.

The report stated that Adam Back expressed libertarian views similar to those of Satoshi in emails during the 1990s, and there is a high degree of similarity in technical analogies (Napster and Gnutella), comparisons of energy consumption and fiat currency costs, as well as self-assessments of being "better at writing code than prose."

The journalist also narrowed down the suspect from 562 candidates to just Adam Back through multiple filters, such as spelling habits and word combinations. $BTC

Jiang Zhuoer: Already shorted ETH at $2242, every event rebound in the bear market is an opportunity to increase shorts

On April 8, news came that Jiang Zhuoer, founder of the Liebit mining pool, stated, "I have already shorted ETH at $2242.

Trump's play collapsed, and the US-Iran war is likely to end with Iran controlling the Strait of Hormuz (collecting tolls), which the United States does not legally recognize (but implicitly accepts).

This is America's Suez Canal moment. (In 1956, Britain lost control of the Suez Canal, which is regarded as the end of the British Empire's global hegemony) The bear market cycle is not over, and every event rebound is an opportunity to increase shorts.

There is also a small probability of fighting again. This is a short to medium-term operation, just like the last time it was $1850 to go long and $2144 to close out."$ETH