Smart Trader Turns Bullish on Bitcoin, Ethereum, and Solana
A skilled trader on the Hyperliquid platform transitioned from short to long positions on major cryptocurrencies, including Bitcoin (BTC), Ethereum (ETH), Solana (SOL), and Uniswap (UNI), suggesting renewed market confidence amid volatility. Since October 1, the trader has executed 20 consecutive profitable trades, generating $23.7 million in total profits with a 100% win rate. Their wallet currently holds $64.9 million in long positions, signaling confidence in Layer-1 and DeFi recovery. The trader’s ability to time market reversals has garnered attention, with analysts speculating this move may mark a broader trend shift in the crypto market. The combined portfolio is 20% leveraged, with significant liquidity for potential scaling. Ethereum and Bitcoin constitute the largest exposures in the trader's portfolio. Market liquidations and cautious retail sentiment coincide with this aggressive institutional-style positioning, which analysts believe might spark a new market rally if accuracy persists.
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Trader Flips Bullish on Major Cryptocurrencies
A smart trader on the Hyperliquid platform has flipped bullish on major cryptocurrencies, signaling renewed market confidence after a month of volatility. According to Whale Insider, the trader closed all short positions and went long on Bitcoin (BTC), Ethereum (ETH), Solana (SOL), and Uniswap (UNI). This move quickly caught the crypto community’s attention.
$23.7 Million in Profits with a 100% Win Rate
Blockchain data reveals that this smart trader has completed 20 consecutive profitable trades since October 1. They generated a total profit of $23.7 million. The wallet, identified as 0x9263c1..., currently holds $64.9 million in open long positions across the four assets. Data from Hyperliquid dashboards shows an impressive 100% win rate, with all trades closed in profit over the past month.
JUST IN: Smart trader on Hyperliquid closes shorts and flips long on $ETH, $BTC, $SOL and $UNI. Since Oct 1, they completed 20 trades, all profitable, with a total profit of $23.7 million. — Whale Insider (@WhaleInsider) November 5, 2025
Current Unrealized Profits and Return on Equity
As of now, the trader’s unrealized profit sits at $1.5 million, with an average return on equity (ROE) of 48%. Their ability to time reversals in the Bitcoin and Solana markets has drawn significant attention from on-chain analysts. Many within the industry are closely monitoring to see if this bullish stance represents a broader trend shift in the crypto market.
Shifting Bias Toward Long Positions
On-chain metrics indicate that the trader has shifted fully long, allocating 100% of their portfolio toward upward bets on BTC, ETH, SOL, and UNI. Their combined margin usage sits at 20%, suggesting significant remaining liquidity to scale positions as momentum builds.
Breakdown of positions:
- Ethereum: $22.1 million at an average entry of $3,189
- Bitcoin: $20.5 million at an entry of $100,551
- Solana and Uniswap: $22 million combined
This allocation indicates strong confidence in Layer-1 and DeFi recovery. However, this comes amid broader market liquidations, which have wiped out over $1 billion in leveraged trades. Analysts believe that this reset often precedes new uptrends by clearing liquidity and weak hands.
Signs of Renewed Confidence in the Market
While most retail traders remain cautious, the strategic shift by one of Hyperliquid’s top accounts signals rising institutional-style sentiment in the market. Historically, whales transitioning from short to long positions often align with local bottoms or the early stages of bullish reversals.
With the crypto market showing early signs of recovery, all eyes are on Bitcoin and Ethereum for their next moves. If this trader’s timing remains accurate, their pivot may mark the beginning of a broader rally led by confidence, not speculation. The entire market now closely watches this trader, who seems to know the perfect moment to flip the switch.