BTC's largest bear「pension-usdt.eth」 is going long with a $2.5M buy order on crude oil, making its first cross-asset bet on traditional assets

On March 11, Arkham Monitor data shows Antalpha had previously acquired $2.41 billion worth of Tether Gold (XAUT) at an average price of $3,693—equivalent to more than 1.8 metric tons of gold. Currently, Antalpha holds over $100 million in unrealized gains and has just transferred $15 million worth of XAUT to Cobo.

As of March 11th, HyperInsight monitoring (via https://t.me/HyperInsight) shows that top short positions across major commodities—including Gold (GOLD/PAXG), Silver (SILVER), Crude Oil (CL/BRENTOIL), and more—on the Hyperliquid platform (https://app.hyperliquid.xyz/join/NTOD) are all bearish, with a collective value exceeding tens of millions of dollars. Below are the largest short positions for each key commodity: - **Largest GOLD Short**: $27.4M position, avg. entry price $5113, unrealized loss $370k; also holds $8.5M in SILVER shorts. - **Largest PAXG Short** (“On-chain Stock Trader”): $15.6M position, avg. entry price $5028, unrealized loss $470k; also holds $10.7M in CL shorts. - **Largest SILVER Short**: $12.9M position, avg. entry price $95.1, unrealized gain $1.18M. - **Largest CL Short**: $25.6M position, avg. entry price $83.5, unrealized loss $850k; also holds $1.5M in NATGAS (Natural Gas) shorts. - **Largest BRENTOIL Short** (“U.S. and U.K. Oil Coalition”): $7.2M

On March 11, Changpeng Zhao (CZ), founder of Binance, said in a social media post: “Forbes’ estimate of my net worth is way off. Binance is on track for roughly $5 billion in annual revenue, but they pegged my net worth at $110 billion. I think if I tried to claim a super high net worth, they’d actually rank me lower — or even take me off the list entirely.” Earlier reports noted that Forbes’ latest billionaire ranking put CZ’s personal net worth at around $110 billion — up $47 billion from last year — landing him at No. 17 on the global billionaire list.

March 11 — Per HyperInsight monitoring (via https://t.me/HyperInsight), a whale with the address prefix 0x980 on Hyperliquid opened a short position in XYZ100 (Nasdaq 100 futures) during last night’s U.S. stock market session. The position uses 30x leverage, with an average entry price of $25,053, a liquidation price of $27,406, and a total size of $1.04 million. Hyperliquid data shows XYZ100 is currently trading at $24,977, down 0.4% over the past 24 hours. Volatility has eased, with relatively small price swings in the last two days.

March 11: Per HyperInsight monitoring, Oracle (ORCL) is up 11% in U.S. pre-market trading. On Hyperliquid, ORCL currently trades at $165, with a 24-hour gain of 11.2%. An early long trader on the platform (address 0x7b5) has a 60% return on their ORCL position. Their 10x leveraged long is now sized at $496,000, with an average entry price of $145. Additionally, the trader holds 10x leveraged longs on Amazon (AMZN), Circle (CRCL), and Google (GOOGL)—all posting over 20% ROI and doubling their principal in the past month.

On March 11, T. Rowe Price portfolio manager Vincent Chung said in a report that the Bank of Japan (BOJ) is likely to hold interest rates steady in March as it needs time to reassess current geopolitical conditions. He noted the BOJ may take monetary policy action in April, when spring wage negotiation data becomes available. Recent oil price gains have raised inflation risks, he added, and sustained high oil prices could become a long-term drag on the central bank’s policy. Chung also pointed out that markets may be concerned about potential yen intervention, but the recent yen depreciation aligns with moves in other major currencies. If the BOJ sends a dovish signal at its March meeting, it could put further downward pressure on the yen, he said. (Source: FXStreet)