$836M $BTC long — meet James May Win or Not to Win

One trader is long 7,764 #BTC ($836M) at $105,033. As of this morning — $21M in unrealized profit. But it could end fast.

Here’s what we know:

– Wallet linked to Alameda (likely OTC deal)

– Made ~$18M on early $PEPE , likely part of the team

– Longed 1.3M #TRUMP before dinner news, +$8–10M

– Longed $30M #PEPE‏ before 50% pump, +$25M

– Holds 22.7% of BTC OI on Hyperliquid ($830M of $3.6B)

– Liquidation price at $100,125, funding paid: $1.32M

If fear hits the market (e.g. Middle East strike), a 7,700 BTC market sell on HL could drop price 3–8%.

Market makers will either pull bids or hedge by selling elsewhere — triggering a cascade. BTC could wick to $97K or $95K.

Hyperliquid’s vault now has limits — excess risk will go to market or ADL.

Shorts from $103–107K could be hit to cover the loss.

Twitter says James May Win is the Thanksgiving turkey.

And we know how that story ends.

Buy and Trade $BTC here

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