Arthur Hayes: Clearance of HYPE and NEAR

The SEC has released its 2026-2030 strategic plan, which focuses on supporting digital asset innovation, reducing regulatory friction, and shifting enforcement efforts towards combating fraud. （CoinDesk）

[Main password: Binance BTC/USDT has a large pending order with an amount of 22.71 million US dollars] Large orders linger at a key zone, suggesting potential probing intentions behind the moves.

According to Arkham monitoring, in the past 24 hours, the cryptocurrency market has cleared positions with a nominal value of $1.61 billion, of which 85% were long positions.

According to Hyperinsight monitoring, the "HYPE spot main force" added TWAP buy orders through five addresses today, planning to purchase 136000 HYPE units worth approximately $965 million. The giant whale has sold over 687000 HYPE TWAP orders worth approximately $481 million (calculated at a transaction price of $70) in the past four days. Monitoring shows that it creates orders every morning and buys in batches within 24 hours. Since 2026, its affiliated addresses have accumulated 6.62 million HYPEs (valued at approximately $463 million at current prices), and most of the spot goods have been transferred to the Hyperliquid platform. On chain address: 0xb5E4d21240e9356caFc3a1261d10383f62DFc24e.

Technology stocks have outperformed the market by 33% in the past three months, setting the largest gap of this century. （Cointelegraph）