谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

Odaily星球日报Publicado a 2025-05-26Actualizado a 2025-05-26

Resumen

巅峰之时金盆洗手,回望来路已成传奇。

原创 | Odaily星球日报(@OdailyChina

作者|Azuma(@azuma_eth

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

谁是当前市场上最受瞩目的交易员?Hyperliquid 巨鲸 James Wynn 可能当仁不让。

在接连于多、空双向开出了两单规模超 10 亿美元(多单超 12 亿美元,空单超 10 亿美元,目前均已平仓)的“史诗级大单”后 ,这个以李小龙作为头像的交易员已成为了加密货币市场的讨论焦点。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

那么 James Wynn 究竟是谁?他的巨额资金来自哪里?过往有过哪些知名战绩?超级空单止损之后,他的下一步计划是什么?Odaily 星球日报将在下文中试着逐步揭开 James Wynn 的神秘面纱?

起步:小镇走出的加密天才

根据 James Wynn 近期的披露,他来自英格兰的某个“破烂小镇”(shitty town)。

James Wynn 自述“没人能离开那里,那里充斥着刀具犯罪、毒品、酒精和贫困……”,但正如《贫民窟的百万富翁》中主人公依靠电视节目成功翻身那样,James Wynn 利用加密货币改变了自己的生活。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

入圈:“meme 战神”还是“Alameda 影子”?

“我出生在战壕之中。”

这是 James Wynn 对自己早期交易经历的描述 —— 在通过 PEPE 实现暴富之前(下一部分细讲),James Wynn 的交易风格是频繁出手小市值 meme 代币,这里吃 2 倍,那里吃 4 倍……

不过,社区成员却扒出了些不一样的线索。

虽然 James Wynn 的 X 账号注册于 2023 年 4 月,但其关联地址似乎曾在 2020 年接受过臭名昭著的 Alameda Research 的资助。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

当前,在 X 上搜索“Who is James Wynn”可以看到许多关于 James Wynn 与 Alameda Research 关系的猜测,甚至有人认为 James Wynn 是 Alameda Research 的“换壳傀儡”……

不过,Odaily 星球日报并未翻查到该笔资助交易(似乎不是主地址),当下也没有任何关于 James Wynn 与 Alameda Research 关系的确切证据,所以这一点依旧存疑。

崛起:PEPE 一战成名

James Wynn 最知名的战绩无疑是在极早期买入了 PEPE 并拿出了“大结果” —— 根据 James Wynn 简介中的描述,他首次购买 PEPE 时该代币的市值仅 60 万美元,而如今该代币的市值约为 57 亿美元。

2023 年 4 月 17 日,James Wynn 曾发布过一条知名的推文,当时 PEPE 的市值仅有 420 万美元,但 James Wynn 预测该代币的市值迟早会突破 42 亿美元,如今这一目标早已实现。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

由于统计口径(主要是因为地址较分散)的差异,关于 James Wynn 在 PEPE 现货上(后期合约亦有盈利)到底赚了多少众说纷纭,但其自述时曾确定综合利润超千万美元。

Onchain Lens 今年 3 月时曾监测到一笔“James Wynn 关联地址向币安转入 3891.8 亿枚 PEPE”的交易,彼时该机构曾统计过 James Wynn 关联地址在 PEPE 上的累计收益已超 1600 万美元。

争议:收费带单,风评受损

随着 PEPE 的不断上涨,James Wynn 的知名度在不断提升,但争议也随之也来。

2024 年 7 月,海外 KOL Dylan 长文爆料了 James Wynn 在一个名为 Baby Pepe 的 meme 项目上的争议行为 —— James Wynn 曾公开反对付费推广,但却私下联系 Baby Pepe 团队,要求获得 2% 的代币供应量,并承诺将代币市值推高至 2000 万美元。然而,James Wynn 随后却卖出代币获利 6.8 万美元,并拉黑了该团队。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

Dylan 因此怒喷 James Wynn,直言他是“骗子”、“罪犯”。

巅峰:转战 HyperLiquid

时间来到 2025 年,或许是因为财富量级的不断积累,James Wynn 的操作重心已逐渐从 meme 市场转移至资金承载量更大的合约交易市场。

近几个月以来,James Wynn 在去中心化合约交易市场 Hyperliquid 频繁开单,开单资产除了 BTC、ETH 外,还包括 PEPE、TRUMP、FARTCOIN、AIXBT 等热门 meme 代币 —— 其中仅 PEPE 多单就盈利约 2518 万美元。

上周,James Wynn 还曾和知名的“ 50 倍内幕巨鲸”开出对手盘,James Wynn 开多,“内幕哥”开空。最终随着 BTC 狂暴突破新高,James Wynn 笑到了最后。

再然后就是这几天业界瞩目的“史诗级多、空大单”了 —— James Wynn 先是在 Hyperliquid 将多单规模放大至 12 亿美元(分多笔开出,最后一笔亏损 1339 万美元,但综合仍盈利约 845 万美元);随后又转向开出 10 亿美元的空单,规模之巨震惊了整个市场。

知名链上分析师“AI 姨”昨日曾统计了过去一个月内 James Wynn 在 Hyperliquid 上的 12 笔大额交易,详情可见下图。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

结局:金盆洗手

今日早间 6: 09 至 6: 15 ,James Wynn 止损平仓其价值 10 亿美元的 BTC 空头仓位,共计 9402 枚 BTC,使用 40 倍杠杆,开仓均价为 107069 美元,平仓均价为 108757 美元,亏损约 1586 万美元。

虽然本次做空最终以止损收场,但 Hypurrscan 数据显示,James Wynn 数月以来在 Hyperliquid 上的综合交易盈利依旧达到了 2510.9 万美元。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

今日上午 9: 33 ,James Wynn 于发文总结了其合约交易成果,疑似宣布将退出合约市场。根据 James Wynn 的披露,其合约账户从约 300 万至 400 万美元起步,在巅峰时期曾浮盈 8700 万美元,如今决定止盈离场,最终累计获利 2500 万美元。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

随后不久,James Wynn 从 Hyperliquid 提取了 2800 万枚 USDC,正式宣告了阶段性的退出。

自评:心如止水

关于 James Wynn 的交易风格,市场褒贬不一。

有人认为他胆大心细,绝对是难得的交易天才;但也有人认为他公开建仓的行为并不明智,可能成为被狙击的靶子。

另一位知名交易员 Eugene 今日就曾评论表示,James Wynn 公开建立超大规模仓位的行为颇具争议,从经验来看,这几乎总是一个坏主意,其负面外部性往往大于正面效应。

而对于 James Wynn 自身而言,他自己似乎并没有受到外界评论的过多影响 —— 在今日暗示将退出的推文中,James Wynn 提到自己“赌得很开心”。 

而在昨日晚间,James Wynn 还曾引用李小龙(看得出来他真的很喜欢)的名言,似乎是在描述自己当下的心境。

谁是James Wynn:小镇走出的交易天才,豪赌10亿的疯狂巨鲸

“ 放空你的心灵,如水一般无形。水倒入杯中,就会成为杯子,倒入茶壶,就会成为茶壶。水能自在流动,亦能无坚不摧。化为水吧,我的朋友!”

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