九成代币上涨，Wintermute为何反握1.6亿美元加密空仓？

九成代币上涨，Wintermute为何反握1.6亿美元加密空仓？

2026-08-24 16:04

ChainThink 消息，8 月 24 日，据 TradingBeats 监测，Hyperliquid 过去 24 小时成交额超 100 万美元的 76 个主永续合约中，66 个上涨，占比约 86.8%，涨幅中位数约 4.6%。

BTC 上涨约 1.8%，ETH 上涨约 2.7%，部分山寨币涨幅超 10%。

在加密资产普遍大涨之际，被标记为 Wintermute、Cumberland 及 Auros 的三个做市商地址被迫承接大额卖单，合计持有约 2.30 亿美元加密空仓，多仓仅约 993 万美元，净空头敞口约 2.20 亿美元，当前已浮亏约 692 万美元。

其中，Wintermute 单一地址持有 61 个空仓，价值约 1.63 亿美元；ETH、BTC、SOL 及 HYPE 四项空仓合计接近 1 亿美元。

Cumberland 与 Auros 空仓分别约 2063 万和 4687 万美元。

Wintermute 当前 1718 笔加密挂单中，854 笔卖单、864 笔买单，覆盖 77 个合约，其中 74 个同时维持双向报价；

Auros 同样在多数标的同时挂有买卖订单，整体仍呈典型做市结构。行情持续上涨时，主动买盘不断吃掉卖价，做市商作为交易对手被动卖出更多合约，永续库存由此向空头倾斜。

截至发稿，Wintermute 已开始持续回补空仓并降低净空头敞口，进一步符合做市库存回收特征。

九成代币上涨，Wintermute为何反握1.6亿美元加密空仓？

Disclaimer: Contains third-party opinions, does not constitute financial advice

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