Banff

Someone wired $27.5m into hyperliquid in 11 days to short anthropic before its ipo > jul 9: deposits $2m, then does nothing for months > sep 21: opens a tiny $67k anthropic short on entropy > oct 26: the money starts. $7m. $1m. $2m. $8m. $4.5m. $5m > nov 4: anthropic rips to a $1.93t valuation. he adds ~$10m more short into the pump > nov 5: it dumps to $1.61t he's now short $40.1m, 29% of the whole market entropy just took past $100m up $3.42m, and longs paid him another $215k in funding the biggest long on the other side? the falcon i tracked before. $14m long, down ~$2.3m the ipo is reportedly weeks away. one of them is about to be very right tiger or falcon?

1/ Entropy’s Anthropic Market has crossed $100m in OI.

He got 119,193 hype in the hyperliquid genesis airdrop $238k at the first trade. $10.32m today he's also +$18.19m all-time trading perps on hyperliquid and every crypto short in his book is green right now: 14 of 14 the newest one is on entropy he's short pearl, the "ai mining" coin that ran ~7x since august $1.95 -> he shorts $2.14 -> it pumps, he adds $2.44 -> still pumping, he adds again $1.48 -> +$90,432, plus $17,231 in funding 0:04 in the video is that exact position his full book, live: entropy.io/profile/0x8607a7d… would you keep adding to a short while it's pumping against you?

This trader got 1,021,289 HYPE in the hyperliquid genesis airdrop $2.04m at the first trade. $87.41m today he's still long hype at 10x, up $4.58m on that alone but the trade i'd watch is on entropy: he's been short anthropic since late august opened at a $2.07t valuation, it's at $1.73t now, +$78,797 longs even paid him $9,190 in funding while he waited anthropic is the company behind claude. entropy lets you trade it before the ipo, long or short 0:04 in the video is that exact position his full book, live: entropy.io/profile/0xf517639… would you short anthropic before the ipo?

This wallet got 474,719 HYPE in the hyperliquid genesis airdrop at the first trade that was $949k at today's price it's $41.79m 2 weeks ago his debank showed $44.37m, now it's $48.46m you'd think a guy like that stopped working instead he's on entropy every day, making markets on anthropic and sandisk his last 24h on entropy: 2,560 trades, $1.96m volume 94% of it from limit orders he leaves in the book buys and sells almost 50/50 he isn't betting on direction, he's the one quoting both sides that's 7% of all entropy volume coming from one wallet so if you bought pre-ipo anthropic there today, there's a real chance he sold it to you His positions update live here pro.entropy.io/?r=banff_eth

Anthropic lists in about 3 weeks. if you want in before that, there are two real places to trade it on hyperliquid i pulled the numbers on both 78% of all anthropic open interest sits on @entropyIO: $57m, vs $16m on trade.xyz here's why i think the money ends up there: > the price is the valuation. 1,880 on entropy means $1.88T, the same number the ipo headlines use. no share-count math > the spread was 0.5 bps vs 4.2 bps when i checked, so you lose less on every entry and exit > up to 15x leverage vs 10x > more volume too: $11.6m vs $8.8m in the last 24h it's also where the action is. the $13.7m whale and the 15 shorts betting against him that i've been tracking all trade anthropic on entropy if you want to watch the ipo get priced in real time, this is the market: entropy.io/trade/io:ANTH?r=b…

$ANTH max leverage has been increased to 12x.

This whale bet $13.7M that anthropic would go public. today anthropic filed for its ipo. he's down $754k i found his wallet 4 days ago while scanning 2,067 of the biggest whale wallets on hyperliquid everyone today is reading anthropic's s-1. i've been reading the wallets anthropic isn't public yet. but on entropy, a crypto exchange, you can already bet on what it'll be worth when it lists. 1 point = $1B of valuation how he got here: -> sep 1: starts buying at a $1.93T valuation -> sep 9: anthropic runs to $2.36T. his first buys are up over 20%. he doesn't sell -> oct 15: anthropic drops ~9% in two days. he buys $2.5m more on the way down -> oct 19-25: adds another $4.4m -> today: the ipo filing hits. the price spikes to $1.98T, then crashes to $1.86T in 15 minutes -> right now: $13.7m long, down $754k on the other side, 15 whales are short. 14 of them are in profit this is the most expensive lesson in trading: you can be right about the news and still lose money he called the ipo, but the market had already priced it in, so when the news finally came there was nobody left to buy $244k -> $9.6m -> $13.8m -> -$754k on the day his bet came true look at the 15 minute candle on the chart. that's $124B of valuation getting repriced while people were still reading the headline and it's not over. anthropic reportedly lists in ~3 weeks at $1.5T-$2T the market sits at $1.88T. if it prices at $1.5T the shorts make ~20% if it pops after listing, he gets it all back. every headline until then will move this market you can watch his position live here: entropy.io/profile/0x9a80d88… send this to the friend who always buys right after the good news with 3 weeks left, would you take his side or the 15 whales against him?

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

$23m hyperliquid whale is betting $13.8m on the anthropic ipo He's holding a $13.8m long on anthropic's pre-ipo market on @entropyIO, which tracks what anthropic will be worth when it lists. that's almost 30% of all open longs there his wallet is worth around $23.7m, and nearly all of it sits on hyperliquid you can check out his position here - entropy.io/profile/0x9a80d88… he started building it on sep 1, added $2.5m during the mid october dip, and put in over $4m more in the last 5 days his average entry is a ~$1.99T valuation. he's down ~$440k right now and still buying every hour that's a lot of conviction for a company that isn't even public yet anthropic's public ipo filing is expected any day now, curious to see if he keeps adding before it drops

Yesterday i said the crowd would run into security stocks after php2shell it did. on the day the bug went public: > okta +7.5% > zscaler +7.4% > cloudflare +6.7% > crowdstrike +6.3% makes sense. amazon caught the first attack 4 days before disclosure, and cloudflare is now counting millions of attempts. everyone wants the shield but that's the scare trade. the last time ai proved it could do security's job, crowdstrike gave back ~20% in two days the quieter move is in the labs. anthropic's pre-ipo market on entropy just bounced back to $1.97T, and open interest is up 11% in five days to $45.5m, with the ipo roadshow reportedly starting nov 9 the crowd is buying the patch. i'd rather hold the side that finds the bugs trade it 24/7 from your wallet: entropy.io/?r=banff_eth

Yesterday AI found a way into 70% of the internet PHP is the language that quietly runs most websites a flaw sat inside it since 2012, and for 13 years every human who looked walked straight past it. openai's and google's models found it in about a week the obvious reaction is to buy the companies that sell protection a scare this big, so everyone piles into cloudflare, crowdstrike and the rest. that is what the crowd always does here is the edge, and it is the exact opposite every time ai proves it can do security's job, the market sells those companies instead of buying them when anthropic showed one tool that finds and fixes bugs on its own, crowdstrike dropped almost 20% in two days the money does not flow to the firms selling the shield. it flows to the ai labs that just made the shield look old the catch: you cannot buy openai or anthropic anywhere they are private. no ticker, no app, no ipo yet. the one place you can hold both from your own wallet is entropy, as pre-ipo markets, 24/7. you are buying their valuation, not their shares, but the number moves the same the crowd chases the trade that already stopped working. you get to be early on the one that is entropy.io/?r=banff_eth