Daily Whale Report: August 10, 2026
Several tracked wallets converged on AAPL within the hour. Over the last 24 hours, the wallets we track on Hyperliquid moved $128.5M in trades of $50,000 or larger, and 87% of that went into tokenized-stock perps, up from 11% of flow a day earlier. That ran roughly 28% below the seven-day average, a lighter day than usual.
When the desks we follow move together like this, it is usually worth a closer look. Here is where the money actually went.
The tape
Start with the wider board the whales were trading into. Bitcoin fell 1% to around $64.0K, Ethereum fell 2% to around $1.9K, Solana held about flat near $76, and PLTR held about flat near $173. As it stands now, funding on Bitcoin is positive, meaning longs are the side paying to hold.
The day in numbers
| Metric | Value |
|---|---|
| Total tracked flow | $128.5M |
| Buy / Sell | 48% / 52% |
| Tokenized-stock share | 87% |
| Active markets | 32 |
| Busiest markets | PLTR $33.5M, XYZ100 $20.3M, AMZN $17.3M, SP500 $16.9M, CL $13.0M |
What stood out
A tracked wallet sold $913K of SP500, then bought $527K of CL — all inside the same 24 hours. Cutting SP500 and pressing CL in the same session is a book being repositioned, not a single directional swing.
Separately, 3 different wallets we track sold AAPL inside a single hour, $1.1M between them. Independent desks arriving at the same trade in the same window is the kind of alignment that rarely happens by accident.
The tokenized-stock story
$112.1M of today's tracked flow, 87% of everything the wallets touched, went into tokenized-stock perps — leveraged, on-chain bets on names like the S&P 500 or a semiconductor index (how these work). The busiest were PLTR at $33.5M, XYZ100 at $20.3M, AMZN at $17.3M, SP500 at $16.9M. That positioning tends to show up in public wallets before it shows up in the price, which is the whole reason to watch it.
For scale, the $33.5M the wallets put into PLTR went into a market that now carries $11.3M of open interest in total. On a venue this young, tracked desks are not a rounding error there — they are a visible share of who is in the trade.
One wallet to watch
One desk did more of the heavy lifting than any other. A wallet we follow, up 170% over the last 30 days and among the top 15% of the wallets we track moved $15.0M today, working across XYZ100, AAPL. It also carries a 67% win rate, which is part of why it earns a place on our list.
As of now it is holding a $22.3M short in xyz:XYZ100, a $4.6M short in xyz:AAPL, a $6K short in HYPE. Those are live, and you can watch them change in real time.
The standout performer
One of the wallets we watch came into the day with one of the stronger recent records on our list: up 18% over the past week on a 73% win rate, and 57% over the past month. Today it stayed busy in BTC. Right now it is holding a $1.3M long in BTC and a $84K long in UNI, live and moving in real time. A run like that is the reason to watch a wallet before it acts, not after — the record is public, and so is the next trade.
What we are watching next
A couple of things line up with where the whales already are. NBIS reports in 1 day, and tracked wallets were already active in it today. Tracked wallets are sitting on a combined $142.8M net short in ETH, the clearest positioning lean on the board right now. When positioning and a known catalyst point the same way, the next few sessions are usually the ones worth watching.
The takeaway
The point of reading on-chain is simple. The trades are public, the wallets are public, and the positioning shows up before the story does. You can follow the same flow as it updates on the Mirror-X scanner. The same markets these wallets trade are live on the Mirror-X terminal.