4E: BTC Thanksgiving Whale Showdown, Solana ETF Ends Continuous Net Inflow

According to 4E observation, during the Thanksgiving BTC market rare long and short whale opponent plate. Lookonchain monitoring shows that the whale 0x0ddf9 to $89,765.6 to open 3 times the BTC empty order, the size of 91 million dollars (1000 BTC), the current floating loss of about 1.16 million dollars; at the same time, the new wallet 0x2c26 to $90278.7 to open more than 20 times the order, the size of 51.40 million dollars (563.68 BTC), now floating profit of about 524,000 dollars. Long and short high leverage hedging confrontation, for the holiday market fluctuations planted gunpowder.
The on-chain funding side also continued to be active. Onchain Lens shows that Bitmine purchased 14,618 ETH from BitGo, with a total value of 44.34 million US dollars, continuing the rhythm of institutional asset allocation tilting towards ETH. The BTC reserve side has also strengthened - the data points to that the top 100 listed treasuries hold a total of 1,058,581 BTC. In the past 7 days, 9 have increased their holdings and only 1 has reduced their holdings. Long-term funds are still accumulating steadily.
According to the monitoring of SolanaFloor, Solana ETF ended 22 consecutive days of net inflows, with a net outflow of 8.20 million US dollars for the first time yesterday; among them, 21Shares outflow was obvious, and Bitwise still had a net inflow of 13.30 million US dollars. The signs of main-line fund rotation are strengthening, and investors' short-term risk appetite is still repeated games.
4E reminds investors: BTC giant whale positions increase short-term volatility intensity, ETF capital structure and stablecoin supervision progress will become a key observation point for market outlook sentiment adjustment. Stabilization is given priority, and rhythm is more important than direction.