合约 · 19234

Peter Thiel's latest 13F discloses 8 positions, Amazon is the largest

According to US SEC documents, according to Peter Thiel's latest 13F disclosure, Thiel Macro LLC has held 8 shares as of June 30, with a total value of about US$418.7 million. Among them, Amazon is the largest holding, worth about US$118 million, accounting for about 28.2% of the portfolio; followed by Vista Energy and Vistra, with holdings worth approximately US$75.91 million and US$59.13 million, respectively. Additionally, Thiel Macro owns American Electric Power, DTE Energy, FirstEnergy, CMS Energy, and X-Energy. At the disclosed value, energy, power and nuclear power-related holdings, excluding Amazon, totaled approximately US$301 million, accounting for approximately 71.8% of the portfolio.

1m ago

Data: ETH network-wide contract holdings decreased by 5.78% in 24 hours

Comparative news, according to Coinglass data, the total number of ETH contracts has decreased by 5.78% in the past 24 hours, and the total current holdings are US$31.365 billion. Among them, Binance's holdings are $8.668 billion, OKX's holdings are $1,639 million, Bybit's holdings are $2,243 billion, and Gate's holdings are $2.51 billion.

1m ago

If Bitcoin surpasses $80,000, the cumulative liquidation intensity of mainstream CEX empty orders will reach 1,393 billion

Comparatively, according to Coinglass data, if Bitcoin exceeds $80,000, the cumulative liquidation intensity of mainstream CEX empty orders will reach 1,393 billion. Conversely, if Bitcoin falls below $75,000, the cumulative liquidation intensity of mainstream CEX orders will reach 1,142 billion. Note: The liquidation chart does not show the exact number of contracts to be liquidated, or the exact value of the contracts to be liquidated. What the columns on the liquidation chart show is actually the importance, or intensity, of each liquidation cluster that is relatively close to the liquidation cluster. Therefore, the liquidation chart shows the extent to which the target price will be affected when it reaches a certain position. A higher clearing bar indicates that once the price arrives, there will be a stronger reaction due to a wave of liquidity.

4h ago

Market share of Hyperliquid perpetual contract open positions rose to 10.2%

According to Hypeflows data, based on the size of open contracts, Hyperliquid currently accounts for 10.2% of the global perpetual contract market (including all centralized trading platforms such as Binance, Bybit, OKX, etc.), which is slightly lower than the 10.4% share record set at the end of July. According to HTX market data, HYPE now reported $77.79, a 24-hour increase of 2.25%.

5h ago

Sun Yuchen Says Lawsuit Against WLFI Is About Blockchain Ownership Principles

Comparing news, Bochang founder Sun Yuchen wrote that his lawsuit against World Liberty Financial (@worldlibertyfi) was ostensibly a commercial dispute involving 45 million US dollars and 4 billion tokens, but it was essentially about blockchain's founding principles. He pointed out that the industry is built on “your keys, your coins,” meaning that everyone can actually own their own assets without permission. Sun Yuchen said that the case revealed that the other party secretly embedded the power to freeze users' assets in the contract. There was no disclosure, no governance, no procedure, and that their tokens were unlocked for use within a few days. He believes that this is contrary to the name of “freedom”. If the issuer were to seize holders' assets at any time, blockchain would be no different from the old world. He will carry out the lawsuit to the end, not only to recover assets, but also to establish a precedent in court that “your assets must really belong to you”. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

5h agoburnking

Current mainstream CEX and DEX funding rates show that the market is fully back to neutrality

Comparative news, according to Coinglass data, as Bitcoin continues to be strong after rising sharply this week, current mainstream CEX and DEX funding rates show that the market has fully returned to neutrality. The specific funding rates are shown in the attached chart. Note: The funding rate is a rate set by a cryptocurrency trading platform to maintain a balance between the contract price and the price of the underlying asset. It is usually applied to perpetual contracts. It is a fund exchange mechanism between long and short traders. The trading platform does not charge this fee. It is used to adjust the cost or benefit of the trader holding the contract to keep the contract price close to the price of the underlying asset. When the funding rate is 0.01%, it indicates the base rate. When the funding rate is greater than 0.01%, it means that the market is generally bullish. When the funding rate is less than 0.005%, it means the market is generally bearish. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

7h agoburnking

Garrett Jin topped the list of BTC long and ZEC short positions on the chain, with a total loss of over $10 million

Comparative news, according to TradingBeats (formerly Hyperinsight) monitoring, BTC OG insider giant whale agent Garrett Jin's address is currently the largest Bitcoin contract on the chain, surging 1,270 BTC (about US$97.9 million) with 5x leverage; at the same time, it is the biggest short for on-chain ZEC contracts, losing US$11.43 million by shorting 32,76 million ZEC (about US$25.97 million) with double leverage. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

9h agoburnking

Binance contracts left the market flat at the top of the 30-day loss list, with a net loss of $3.46 million

In comparison, according to monitoring by on-chain analyst Ai Ai (@ai_9684xtpa), the Binance contract real trading account Qiujin topped the 24-hour, 7-day/30-day loss list on the platform. It previously held 250 short BTC orders and opened positions at an average price of $63,592. It closed its position at 8:15 a.m. at an average price of $77,758.91, and ended up losing $3.46 million.

9h ago

Pantera: Bitcoin breaks through the 200-day EMA, funds turn bullish

Comparing news, Pantera Capital published an article stating that Bitcoin has been in a narrow fluctuation range for the past six months, and the market is often intense and large after consolidation is over. Currently, market positions are being reversed, and investors are shifting from wait-and-see or even net shorts to a growing desire to go long. Bitcoin broke through the 200-day EMA at $69,000 and has attracted momentum and trend tracking funds to enter the market. From a long-term perspective, digital asset prices are still about 50% higher than before, but fundamentals continue to strengthen, including stablecoin adoption, predictive markets, perpetual contracts, and agency commerce. When fundamentals improve and prices are still discounted, the logic for continuing to maintain constructive positions is more clear.

14h ago

Bonk Guy: Falling is ushering in its first real bull market, leading indicators such as whale inflow and position growth

Comparing the news, crypto KOL “Bonk Guy” Unipcs wrote that currently the overall meme market is strengthening. TRUMP, PEPE, and BONK have risen by about 62%, 38%, and 32% respectively, and DOGE has also begun to break through strongly. Unipcs believes the market is still grossly undervalued. Excluding celebrity projects such as TRUMP and MELANIA, EXCEPTION is the only meme coin that has reached a market capitalization of 450 million US dollars since 2025, and was previously realized in a poor market environment. According to it, BEVERAGE is currently experiencing its first real bull market and is at the leading level in indicators such as whale capital inflow, relative trading volume, and growth of open contracts. It is expected that it will break through record highs again and hit higher market capitalization in the future.

14h ago