Daily Whale Report: September 13, 2026
Several tracked wallets converged on ETH within the hour. Over the last 24 hours, the wallets we track on Hyperliquid moved $173.1M in trades of $50,000 or larger, and 22% of that went into tokenized-stock perps. That ran roughly 30% 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 $76.8K, Ethereum fell 2% to around $2.5K, Solana fell 2% to around $99, and XYZ100 fell 1% to around $29.0K. 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 | $173.1M |
| Buy / Sell | 52% / 48% |
| Tokenized-stock share | 22% |
| Active markets | 21 |
| Busiest markets | ETH $70.6M, BTC $25.6M, XYZ100 $22.3M, ZEC $20.6M, SOL $8.2M |
| Bitcoin | $76,778 close, — of tracked BTC positions long |
What stood out
A tracked wallet sold $987K of XYZ100, roughly 4.2x the size it usually trades in that market. XYZ100 was down 1% on the day, so the trade leaned into the move, in a market that now carries $268.5M of open interest.
A tracked wallet sold $967K of BTC, roughly 2.8x the size it usually trades in that market. That cuts against the crowd we track, which is sitting net long on BTC — the most active hand betting the other way is worth marking.
A desk we track, up 302% over the last 30 days and among the top 20% of the wallets we track bought $978K of ETH, roughly 2.6x the size it usually trades in that market. It was already holding ETH coming into the day, so this is a desk pressing a position it likes rather than opening a new one. It also lines up with ETH being the busiest market across every wallet we tracked today.
A wallet we follow bought $320K of SOL, roughly 2.7x the size it usually trades in that market. A single entry that far outside a desk's normal range reads as conviction, not routine rebalancing.
One of the wallets we watch, up 244% over the last 30 days and among the top 25% of the wallets we track bought $826K of ETH, roughly 2.1x the size it usually trades in that market. Either way, it stands out as one of the day's heavier commitments to a single market. It also lines up with ETH being the busiest market across every wallet we tracked today.
Separately, 5 different wallets we track sold ETH inside a single hour, $4.0M 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
$38.1M of today's tracked flow, 22% 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 XYZ100 at $22.3M. 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 $22.3M the wallets put into XYZ100 went into a market that now carries $268.5M 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. One of the wallets we watch, up 1638% over the last 30 days and among the top 1% of the wallets we track moved $3.7M today, working across CL. It also carries a 59% win rate, which is part of why it earns a place on our list.
As of now it is holding a $52.1M short in xyz:XYZ100, a $36.2M long in xyz:CL. Those are live, and you can watch them change in real time.
What we are watching next
One thing stands out heading into tomorrow. Tracked wallets are sitting on a combined $130.1M net long in BTC, the clearest positioning lean on the board right now. Where the biggest desks are already leaning is the thread worth pulling into tomorrow.
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.