According to @EmberCN on X, Nov 4, 2025, ETH fell below $3,500, putting two large ETH treasury companies into notable unrealized losses. According to @EmberCN on X, Nov 4, 2025, BitMNR holds 3,395,422 ETH with a $4,037 average cost and about $11.88B notional, reflecting an unrealized loss of roughly $1.82B at current prices. According to @EmberCN on X, Nov 4, 2025, SharpLink holds 860,299 ETH with a $3,609 average cost and about $3.01B notional, reflecting an unrealized loss of roughly $93.77M. Based on figures reported by @EmberCN on X, Nov 4, 2025, the two wallets total 4,255,721 ETH with an estimated blended cost near $3,950, making $3,609 and $4,037 notable reference levels for ETH traders.

According to @ai_9684xtpa, CZ’s X post was followed by a near 50% short-term surge in the BSC meme token 币安人生, indicating momentum-driven buying pressure; source: twitter.com/ai_9684xtpa/status/1980176554643824979 and x.com/cz_binance/status/1980168436765569228. Wallet 0x2fcfd3aa4ba87c6aa14c9928c17f6aa3652224fa holds 12.7M tokens at a $0.33783 cost basis and its unrealized loss has narrowed to $1.02M, a level traders may monitor as potential overhead supply near cost; source: debot.ai/address/bsc/0x2fcfd3aa4ba87c6aa14c9928c17f6aa3652224fa and twitter.com/ai_9684xtpa/status/1980176554643824979. New address 0xca8fb4410b34fa744353ebdbfdbef4c114952448 deployed $223,000 at a $0.23234 cost and shows about $19,000 unrealized profit (~8.5%), highlighting short-term profitability for chase entries; source: debot.ai/address/bsc/0xca8fb4410b34fa744353ebdbfdbef4c114952448 and twitter.com/ai_9684xtpa/status/1980176554643824979. Key trade levels from these cost bases are $0.232 as a near-term support reference and $0.338 as potential resistance, with momentum sensitivity to further CZ-related social activity; source: debot.ai/address/bsc/0xca8fb4410b34fa744353ebdbfdbef4c114952448, debot.ai/address/bsc/0x2fcfd3aa4ba87c6aa14c9928c17f6aa3652224fa, and x.com/cz_binance/status/1980168436765569228.

According to @EmberCN, a whale who fully exited ETH at $3,794 nine days ago with a realized profit of $1.65M bought LDO and ENA roughly six hours ago, spending $4.776M USDC, source: X/@EmberCN; on-chain reference: debank.com/profile/0x9463…. The address purchased 1.88M LDO at $1.47 for $2.776M USDC, setting an on-chain cost basis at $1.47 for LDO, source: X/@EmberCN; on-chain reference: debank.com/profile/0x9463…. It also bought 2.884M ENA at $0.69 for $2.0M USDC, establishing a $0.69 cost basis for ENA, source: X/@EmberCN; on-chain reference: debank.com/profile/0x9463…. By cost, the allocation is approximately 58.1% LDO and 41.9% ENA, defining the whale’s breakeven levels at $1.47 for LDO and $0.69 for ENA, source: X/@EmberCN; on-chain reference: debank.com/profile/0x9463….