Daily reportTuesday, 3 November 2026as of 05:37 UTC, live
Large whales lean short on crypto and on stocks.
Whale Tide 25, strongly short, down 6 since yesterday. 47% of directional whale money is under water, 9.9% from entry on average.
Whale positions on Hyperliquid: $7.03B, $2.89B long (41%) and $4.14B short (59%). −0.5% since yesterday’s close, −4.5% over the week. Open result: longs −$137M, shorts +$137M. What counts as a whale?
Crypto
Whales lean short on BTC (63% of $1.58B in whale positions) and on ETH (57% of $1.45B). Retail leans the other way: crowd 72 against the whales' 23. Tracked whales lost $1.3M to liquidation in crypto in the last 24 hours, all of it longs.
TradFi
In TradFi whales lean short on stocks (Tide 29), short on energy (Tide 26) and split on indices (Tide 51). The clearest lean among the headline markets: the S&P 500, 68% long of $142M. $20.8M of TradFi whale positions sit within 5% of liquidation, 79% of them longs.
Around the events
- 00:00 UTCReserve yield to the Assistance Fund
Hyperliquid’s second monthly payment of yield on its USDC reserves to the Assistance Fund, the wallet that buys HYPE on the spot market. What the fund bought after it shows here once its buying is over. FXStreet, 6 Oct 2026
Tracked whales in HYPE from 2 Nov, 12:00 UTC to 3 Nov, 05:38 UTC: 39 moves of $1M or more, $3.2M toward shorts on balance.
- 22:00 UTCAMD
Third-quarter results after the US close, call at 17:00 New York time. AMD, investor relations
- 00:00 UTC
Under water
Over the last 31 daily closes, the share under water ran from 46% to 62%.
Money at a loss at today's price, counted like the Tide: directional whales only. Hedges and market makers stay out, because one leg of a hedge is always at a loss.
Near liquidation
Longs hold $25.6M of the money near liquidation, shorts $15.5M. Over the last 31 daily closes the total ran from $12.9M to $383M.
Whale money within 5% of its liquidation price, every wallet counted. Longs there would be forced to sell into a fall, shorts to buy into a rise.
Cases of the day · 3 Nov
The largest liquidation · 17:48 UTC
SOL Cold Cape lost a $1.3M SOL long to liquidation at $91.63 (−$267K realised).
SOL price on this day, UTC
The largest realised loss · 18:34 UTC
ZEC Foggy Breaker closes its ZEC short after 73 days: $3.5M at its largest, −$1.1M realised over the whole position.
ZEC price on this day, UTC
The closing moveThe whale's logZEC exitsProof on Hyperliquid
The largest new money · 20:23 UTC
BTC Iron Humpback opens a $38.6M BTC long at $77.1K. Track record 57/100.
BTC price on this day, UTC
The largest flip · 17:24 UTC
ZEC Iron Humpback flips its $18.4M ZEC long to a $6M short (−$679K realised).
ZEC price on this day, UTC
Moves of the day $1M or more, 15 minutes late
- DRAMOpens a long
Weathered Doldrums opens a $1M DRAM long at $46.82. Track record 58/100.
- BTCAdds to a long
Silent Meridian adds $781K to its BTC long, now $2.1M. Track record 74/100.
- WTIOpens a short
Weathered Doldrums opens a $1.4M WTI short at $97.01. Track record 58/100.
- BTCCloses a long
Far Dugong closes its $2M BTC long at $76.8K after 4 hours (−$8K realised).
- BTCCloses a short
Brine Selkie closes its $7.7M BTC short at $76.8K after 2 hours (+$16K realised).
- BTCAdds to a long
Late Breaker adds $768K to its BTC long, now $1.2M. Track record 69/100.
- NEARAdds to a short
Seaward Haze adds $767K to its NEAR short, now $2.2M. Track record 23/100.
- BTCTrims a short
Patient Sirocco trims its BTC short by $2.3M to $4.6M at $77.1K (+$36K realised).
- BTCAdds to a short
Brine Selkie adds $2.7M to its BTC short, now $7.7M. Track record 57/100.
- ETHCloses a short
Evening Compass closes its $1M ETH short at $2,254.43 after 2 hours.
- NEARTrims a short
Seaward Haze trims its NEAR short by $658K to $1.4M at $3.858 (+$10K realised).
- LITEAdds to a long
Salt Shallows adds $490K to its LITE long, now $1.1M. Track record 42/100.
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As of Tue, 3 Nov 2026, 05:37 UTC. The report updates every few minutes until the day closes at 00:00 UTC. Then it is archived as it stood. It describes positioning and what happened. It is not a signal. Not financial advice.