Post #8476

📊 Wintermute’s Portfolio Shift: What the Market Maker Is Actually Buying On November 8, market maker Wintermute sharply increased positions across Binance, Coinbase, Circle and Kraken. The total portfolio is about $550 million, and several tokens grew by 60–120% in just one day. 📝 The coins with the biggest inflows: ➡️Fartcoin $9.5M ➡️ARC $3.55M ➡️Jelly Jelly $1.58M ➡️ZRO $1.46M ➡️PNUT $1.36M ➡️BNB $1M ➡️PEPE $961K ➡️PUMP $958K ➡️TRADOOR $836K ➡️W $723K ➡️GRIFFAIN $467K ➡️SNX $568K ➡️RAY $336K ➡️IMX $507K ➡️WLD $309K ➡️PYTH $245K ➡️ONDO $220K ➡️INJ $220K ➡️ACT $171K ➡️AIZBT $157K ➡️GALA $143K ➡️SAHARA $139K ➡️PENDLE $129K At the same time, Wintermute almost completely left Aster, Filecoin and Fetch. The largest positions remain in SOL ($110M), BTC ($35M), ETH ($10M), as well as LINK, ARB, TRX, COMP, MET and TRUMP. These holdings are being slowly reduced, not dumped. ❕ It doesn’t automatically mean they are bullish on the new names. They might just be increasing liquidity or rebalancing books. Still, the list clearly shows what is active in their system and what is being drained. And one question remains. Where are all those “serious” future tech giants like Linea, Stark, Chia, Plasma? Nowhere to be found. Wintermute and Jump Crypto are not trying to look smart. They just make money. And judging by the numbers, they are very good at it. 🐴Join the White Horse