Вот на какие криптовалюты ставят топ-5 трейдеров Hyperliquid

cryptonews.ruPubblicato 2025-04-11Pubblicato ultima volta 2025-11-12

Пока рынок криптовалют остается в состоянии неопределенности, трейдеры на платформе Hyperliquid делают ставки в разные стороны. Одни уверены в продолжении роста, другие ждут коррекцию и открывают шорты.

Пятерка самых удачливых трейдеров биржи показывает, насколько по-разному можно зарабатывать в одинаковых условиях.

Лучшая криптобиржа для начинающих: топ-10 вариантов в 2025 году

BitcoinOG (1011short) — закрыл все лонги по Ethereum

Трейдер с прибылью $100,29 млн закрыл все длинные позиции по Ethereum на сумму $193,8 млн, зафиксировав около $2,8 млн прибыли. Сейчас он полностью вне рынка.

Anti-CZ Whale — лонг по ETH и DOGE, шорт по ASTER и PEPE

Доход трейдера составляет $99,27 млн. В его портфеле:

  • 15/25x лонг на 32 802 ETH ($114,5 млн);
  • 3x шорт на 58,27 млн ASTER ($61,48 млн);
  • 5x шорт на 1,99 млрд kPEPE ($11,84 млн);
  • 5x лонг на 130 566 DOGE ($23 000).

Resolve Labs — шорт по Ethereum

Команда с прибылью $74,27 млн держит 25x короткую позицию на 2 772,81 ETH ($9,68 млн).

Eternal BTC Shorter — шорт по биткоину

Трейдер с прибылью $35,92 млн удерживает 20x короткую позицию на 1 232 BTC ($128,3 млн).

20-Win-Streak Trader — лонги по ETH, BTC, SOL и UNI

Трейдер с серией из 20 выигрышных сделок подряд держит только длинные позиции:

  • 25x лонг на 6 675 ETH ($23,47 млн);
  • 20x лонг на 216,5 BTC ($22,59 млн);
  • 20x лонг на 127 536 SOL ($20,73 млн);
  • 10x лонг на 672 978 UNI ($6,17 млн).

Совокупная прибыль этого трейдера составляет $29,46 млн.

Сводная картина

Среди лидеров Hyperliquid преобладают медвежьи позиции. Три из пяти трейдеров делают ставку на снижение рынка: Resolve Labs и Eternal BTC Shorter удерживают шорты по Ethereum и биткоину, а BitcoinOG полностью вышел из лонгов.

Двое участников остаются в бычьем лагере. Anti-CZ Whale держит лонги по ETH и DOGE, а 20-Win-Streak Trader открывает длинные позиции сразу по четырем монетам — ETH, BTC, SOL и UNI.

Наибольшее число сделок связано с Ethereum: его одновременно шортят и лонгуют, что делает актив главным индикатором настроений среди топ-трейдеров платформы.

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Title: Bernstein's Semiconductor Quarterly Review: AI is the "Only Game in Town," Highlights "Absurdly Cheap" NVDA and AVGO Bernstein's June 23 semiconductor industry review asserts AI is the sector's dominant driver, fueling record gains. The SOX index rose 155.6% over the past year, primarily driven by a 75% increase in forward EPS, not just valuation expansion. While sector-wide valuations are high, Bernstein identifies a significant valuation gap. Despite leading the AI chip market, Nvidia (NVDA) and Broadcom (AVGO) have lagged in performance this year. Based on their 2027 EPS projections and critical roles in the AI supply chain, Bernstein rates both as "Outperform," calling their current valuations "absurdly cheap." The report notes extreme divergence within the sector, with memory chips up 500% YTD, while GPUs/ASICs gained 115%. Bernstein upgraded AMD to "Outperform" due to its dual opportunity in both AI/GPU and CPU markets. However, it remains cautious on Qualcomm (QCOM), citing smartphone market pressures. Key risks highlighted include historically high sector crowding and elevated inventory levels, which could pressure the supply chain if demand softens. The conclusion stresses selective stock-picking over broad directional bets, given current high valuations.

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