the wallet with the best accuracy I track just went $65M short on ETH

so i track about 135 whale wallets on derivatives and one of them has been nailing it — 89.5% accuracy across 200 tracked calls. just noticed they opened a massive $64.8M ETH short, entry around $2,034. they're also sitting on a $35.6M BTC short from $68,884.

that's $100M+ in active shorts from one wallet. during extreme fear.

what's interesting is the broader positioning backs it up. whale consensus right now is 55.5% short / 44.5% long. retail is the opposite — 59% long. that's a 14.8% divergence. last few times i saw a gap that wide, retail got wrecked.

the fear and greed index is at 11 right now. haven't seen it this low since the FTX collapse. but whales aren't panicking — they're positioned and waiting.

not calling direction. but when a wallet with that kind of track record puts $100M on the line, i pay attention. especially when the rest of the whale book agrees with them.

i track all of this at swarmintellect.com if anyone wants to dig through the positions themselves.