He also fully closed his BTC long, closing a little over $100M in notional over the past hour. Around 7 hours ago, he added to his ZEC short, which has now grown to 40K ZEC ($47M). He is currently down $24M on the position. https://hypurrscan.io/address/0x92ea19eceb7a8de0f50978a1583a5d8b018050e9
Over the past three days, it has unshielded a total of 112.8K ZEC ($90M), of which 13.05K ZEC ($10.4M) remains unsold. The ZEC wasn’t shielded for long. This entity shielded it just minutes before unshielding it and depositing it into Hyperliquid, presumably to obscure the trail. All of the ZEC appears to have been withdrawn from Binance in late 2025 or…
They have unshielded a total of 65.82K ZEC ($51.6M), or roughly 0.4% of ZEC’s circulating supply and 1.37% of all currently shielded ZEC, and sold 53.9K ZEC ($42.3M) while buying 536.7 BTC so far. The unshieldings are still ongoing, and they have placed sell orders for another 8.37K ZEC ($6.6M) on Hyperliquid.
He then sold 24.1K ZEC ($18.5M) and bought 238 BTC. There is still 10K ZEC ($7.6M) on Hyperliquid, with sell orders placed around $780. 0x614e08cf0b6ab0248b040e0103be6ba61716b8e3 0x59ad11e7eb8de6b28a367e175517d90ce007da3f 0x75399cb6dbd484836e930e91a08bd29edf62460f 0xa8178863d6f356623e07a429a94f4fd4c8f28b99 0x55086f715ca142b34db9af614611ebd853224582…
During the same period, he also closed roughly $95M in long positions across various assets, including ETH ($25M), ZEC ($23M), SOL ($14M), and several other altcoins. He has since opened a $23M+ long on gold, which he continues to add to, while also opening a $28M+ ETH short and an $8M+ SNDK short..…
ZCASH TO AUDIT SUPPLY OF RECENTLY PATCHED ORCHARD POOL WITH NEW METHOD, SAY MORE DETAILS TO COME LATER TODAY: X