US October CPI came in hot at +0.35% m/m. Within 4 hours, $BTC slid from $74,367 to $72,668 on @HyperliquidX.

$725.00M got liquidated across exchanges in 24h, 78.9% of it longs.

Yet most traders didn't switch sides. 🧵
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Replying to @antalpha_ai
A 40x whale, AguilaTrades, reversed on $BTC three times in a day: a 300 BTC short grew to 500, then long, short, long again, an hour apart.

Now long $23.51M on a $0.57M account.
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Replying to @antalpha_ai
Next up: US PPI on Nov 13, $NVDA earnings on Nov 17.

Longs took most of the $725.00M, yet most $BTC accounts are still long. Which side gives first?

Not investment advice.
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US prices rose 0.4% in October, hotter than the 0.3% expected. Core rose 0.3% vs. 0.2%.

A day later, @Polymarket odds the Fed hikes again in January jumped from 17.5% to 47.5%. A December hike: 96.6%.

Two hikes in a row?
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Replying to @antalpha_ai
$MARA's Q3 revenue fell 35% to $164.2M, below the $183.2M expected.

The next day it was the top gainer of 163 names on Nina's radar: +10.54%, while $BTC fell.

What else it announced: a $500M share buyback, and $750M of Bitcoin-backed loans repaid by selling 13,597 $BTC.
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Replying to @antalpha_ai
$ZEC fell 12.43% in 24 hours, the worst of the 20 largest coins. Next worst: $SOL and $HYPE, −3.91% each.

On @HyperliquidX, $ZEC positions dipped only 1.37%, and funding stayed positive: longs still pay shorts to hold.
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📡 Nina Radar | US inflation data drops today at 8:30 ET.

Economists expect October CPI at 3.9% a year, up from 3.7%. Polymarket bettors put 90.4% on it holding at 3.7%. The Cleveland Fed’s model says 3.74%.

Buy Yes or No in Nina.

3.7% or 3.9%?
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📡 Nina Radar | Anthropic $ANT sent bankers a $70–$80 IPO price range, then said the numbers were wrong.

Bettors didn’t flinch. Polymarket odds it lists by Nov 30: 82.5% (Nov 9) → 94.7%. The $65B–$75B IPO size bracket: 20.6% → 52.6%.

Buy Yes or No in Nina.

What range comes next? @AnthropicAI
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📡 Nina Radar | Oil slid and AI stocks rebounded: the S&P 500 rose 2.35%, best day since April.

Biggest drop: $NVDA, −4.27%, as its board probes CEO Huang.

Fed Dec hike odds: 76.5% → 79.5%. Buy Yes or No in Nina.

Will CPI change that?
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📡 Nina Radar | $AVAX rose 7.27% in 24h, the best of the 30 largest coins. Next best: $SUI at +1.96%.

On @HyperliquidX , open $AVAX positions jumped 42.19%, and funding flipped negative: shorts now pay longs to hold.

Price up, shorts piling in. Who blinks first?
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📡 Nina Radar | $ETH fell 4.57% in 24h. Of the 20 largest coins (excl. stablecoins), only $XRP fell more (−5.15%).

Open ETH perp bets on Hyperliquid fell 7.76%, with 5.88% gone in a single hour Sunday night, the same night as the Nvidia news.

Do those bets come back this week?
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📡 Nina Radar | Nvidia’s board opened a probe into its CEO.

The $NVDA perp: $178.42, 4.40% below Friday’s close and 1.7% under key support ($181.46). Open bets +30.89% in 24h.

Trade it on Nina, or set a Sentry in the Nina App.

Back above support by Nov 17 earnings?
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$1.26B liquidated in 24 hours. Big money still short before jobs data?

Crypto had a rough 24 hours: bitcoin:native fell 5.99%, ethereum:native 7.92% and ripple:native 10.08%. Across all exchanges, $1.26B of positions were force-closed, and 88.5% of them were longs.

Most are still long. The big money there leans short, and one whale that added to its ETH short a day earlier is now in profit.

1. $1.26B liquidated across the market, 88.5% longs
CoinGlass counted 240,590 accounts liquidated in 24 hours. BTC led with $332.80M (90.1% longs), then ETH $213.44M. Two US stock perps came next: SNDK at $58.47M and SOXL at $57.13M. SOL was fifth at $43.81M. Crypto and chip stocks were force-sold on the same day. The single largest order was a $10.94M ETH long on Binance. Getting liquidated means running out of margin and being force-sold by the exchange. Section 3 shows the prices where BTC's next batch of automatic sell orders sits.

2. Big money leaned short, most accounts stayed long
Whale positions tracked by CoinGlass add up to $10.31B across all coins: $5.69B short and $4.62B long, so 55.23% of whale money is short. The shorts are up $251.03M; the longs are down $139.09M.

Count accounts and it flips. BTC's long/short ratio by accounts is 2.69, ETH 2.56, HYPE 3.51 and SOL 1.95. One more thing stands out: BTC fell 5.99%, but its open interest in coins rose 7.89%, so new positions came in on the way down. ETH and SOL open interest fell.

3. The next level: where the stops sit
Within 1% below BTC's $75,680, 739 addresses have $16.37M of sell stops. Above, the next big cluster is 4% to 6% higher: $26.90M of buy stops between $78,708 and $80,221, and 96% of the top slice belongs to a single address. ETH's stops sit 1% to 2% below ($2,184 to $2,207, $5.94M). HYPE's are almost all below.

4. Whale 0x15a4's ETH short is now ahead
Whale 0x15a4 (0x15a4f0…) raised its ETH short from 25,000 to 30,000 ETH between 2 and 3 PM Taipei on Nov 5, taking the position from $60.69M to $72.83M. Average entry: $2,283.23. With ETH at $2,229, the $66.84M short at 20x is up $1.66M, with $13.13M in the account.

Driscoll_Yewleaf (0x4ff9b5…) and bit (0xf78c5d…) kept their ETH longs unchanged and are down $1.44M and $1.90M. AguilaTrades (0x1f250d…) switched its BTC side 5 times in 24 hours of hourly snapshots and is now short at 40x, with $0.10M in the account.

This describes positions today. It says nothing about which way prices go next.
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📡 Nina Radar | On Nov 5, @Polymarket gave @AnthropicAI a 91.2% chance to IPO by Dec 31. Now: 65.95%.

WSJ and Reuters report investors want a lower valuation, and a delay is possible. $ANT perp on @HyperliquidX : −8.40% in 24h.

Buy Yes or No in Nina.

Will Anthropic list this year?
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