$836 Million BTC Long — Introducing James May Win, Win or Not

A trader has gone long on 7,764 BTC ($836 million) at a price of $105,033. This morning, the unrealized profit is $21 million. However, this could end quickly.

Here’s what we know:

– Wallet is connected with Alameda (likely an OTC deal)

– Generated ~$18 million from early PEPE, likely for a trading opportunity – Long 1.3 million early PEPE, likely for a trading opportunity – Long 1.3 million TRUMP before the dinner news, +$8–10 million – Long $30 million PEPE before pump 50 PEPE before pump $25 million

– Holds 22.7% of BTC OI in Hyperliquid ($830 million of $3.6 billion)

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

If fear hits the market (e.g., a Middle East attack), a market sell-off of 7,700 BTC on HL could drop prices by 3–8%.

Market makers will pull bids or hedge by selling elsewhere — triggering a domino effect. BTC could touch $97K or $95K.

Hyperliquid Vault now has limitations — excessive risk will enter the market or ADL.

Short positions from $103–107K could be impacted to cover losses.

Twitter says James May Win is a Thanksgiving turkey.

And we know how that story ends.

$BTC $PEPE $TRUMP #BTC走势分析 #MastercardStablecoinCards #BTC110KToday?