The "1011 Insider Whale" has once again deposited 10 million USDC into Hyperliquid and has taken a long position on ETH with 5x leverage.

On November 25th, as monitored by on-chain analyst Ai Yi (@ai_9684xtpa), WLFI has recharged the previously purchased 40.71 million TRX into HTX within the past 10 hours for an unknown purpose. · 10 months ago, WLFI bought TRX worth $40.17 million at an average price of $0.2415, with a value of $9.85 million. · Yesterday, WLFI Strategic Reserve conducted a small transfer test of 147 TRX to address 0x6A2...C99c9 and then recharged it into HTX. · 10 hours ago, the 40.68 million TRX was transferred in full and then recharged into HTX in batches, with a value of $11.23 million. Previously, a batch of tokens including LINK/AAVE/ENA/MOVE/ONDO had also been recharged into Coinbase, claiming "not for sale but to reallocate assets for daily business purposes"; however, recharging into HTX is a first.

November 25th. On Polymarket, the probability that "Bitcoin will fall below $80,000 in November" has decreased to 13%, and the current probability of it dropping below $75,000 is 4%.

November 25th. According to The Wall Street Journal, following rumors of fund liquidation and the "exaggeration by the media of the short AI amount by a hundredfold," Michael Burry, the prototype of the movie "The Big Short" and a renowned investor, fulfilled his commitment on November 24th local time and punctually "returned." He expressed his views on "shorting AI" by publishing his first column titled "The Main Sign of a Bubble: Supply-Side Gluttony." In this article, he officially declared war on the current AI frenzy, with the epicenter of the storm being NVIDIA. He directly pointed out that NVIDIA is the Cisco of today. Regarding the recent market belief that "big tech giants are highly profitable, so there is no bubble," Burry made a sharp rebuttal in the article. He cited data from the peak of the 1999 Internet bubble era to indicate that the prosperity at that time was also driven by high-profit companies, not just those websites with little to no revenue. Burry pointed out

On November 25th, as monitored by Onchain Lens, a whale utilized 8 million USDC to purchase 2,700 ETH from FalconX. Currently, this whale holds 5,920 ETH ($17 million), 1,500 WEETH ($4.77 million), and 1,000 LSETH ($3.13 million).

On November 25th, according to Alternative Data, the cryptocurrency fear and greed index for today has increased to 20 (yesterday it was 19), and market sentiment remains in a state of "extreme fear." Note: The threshold for the fear index is 0-100, and it includes indicators such as Volatility (25%) + Market Trading Volume (25%) + Social Media Hype (15%) + Market Surveys (15%) + Bitcoin's Percentage of the Overall Market (10%) + Google Trends Analysis (10%).

On November 25th, as monitored by on-chain analyst Yu Jin, Multicoin Capital continued to purchase AAVE today via Galaxy Digital. In a period of one and a half months, they have bought 278,000 AAVE ($49.52 million) with an average price of $228, resulting in an unrealized loss of $13.9 million. · After the significant drop on 10/11, they purchased 210,000 AAVE ($51.32 million) at a price of $244 per token. · Today, they bought 61,637 AAVE ($10.94 million) at a price of $177 per token.