Senpi Daily Signals
As of 12:37 PM ET on 12 Nov 2026, the proven wallets Senpi tracks were $40M net short Nvidia on Hyperliquid: $45M short against $4.5M long across 10 wallets. The crowd leaned long, with 14 of its 17 Nvidia wallets long.
Updated 12:57 AM ET, 13 Nov 2026
Latest reading
Smart money at 12:37 PM ET, 12 Nov 2026 #
10 proven wallets across 1 market: $45M short, $4.5M long, $40M net short
| Market | Net position | Wallets | Lean |
|---|---|---|---|
| Nvidia | -$40M | 10 | -0.82 |
Five of the 10 proven wallets were long, with $4.5M between them. Four wallets held almost all of the $45M short.
The crowd leaned the other way: 14 of its 17 Nvidia wallets were long.
That morning, at 8:47 AM ET, the minute before Jensen Huang's resignation was announced, proven wallets held $16M of Nvidia longs and $37M of shorts. Their longs doubled to $33M by the 9:30 AM open, then fell to $4.5M by 11:30 AM as Nvidia rebounded. Their shorts reached $45M.
Smart money vs the crowd
| Market | Smart money | Crowd | Read |
|---|---|---|---|
| Nvidia | -0.82 | +0.09 | Split |
Signal history
Every reading we have published, newest first. All times ET.
| Date / time (ET) | Net position | Biggest market | Against the lean | Biggest split | Change |
|---|---|---|---|---|---|
| 12 Nov, 12:37 PM | $40M net short | Nvidia -$40M | None | Nvidia -0.82 vs +0.09 | Nvidia only; longs cut from $33M at the open |
| 11 Nov, 10:34 AM | $563M net short | BTC -$459M | Nvidia +$43M | - | eased from $695M |
| 10 Nov, 10:06 AM | $733M net short | BTC -$417M | Circle +$18M | - | eased from $811M |
Earlier readings
Wednesday 11 Nov 2026
10:34 AM ET: Proven traders: $654M short, $91M long. · $563M net short
150 proven wallets across 11 markets: $654M short, $91M long, $563M net short
| Market | Net position | Wallets | Lean |
|---|---|---|---|
| BTC | -$459M | 47 | -0.54 |
| ZEC | -$88M | 29 | -0.73 |
| SOL | -$44M | 24 | -0.43 |
| Nvidia | +$43M | 7 | +0.75 |
| Micron | +$28M | - | +0.64 |
| SanDisk | +$20M | - | +0.81 |
| SK Hynix | -$18M | 13 | -0.88 |
| ENA | -$12M | 16 | -0.85 |
| XRP | -$11M | 11 | -0.89 |
| DOGE | -$11M | 7 | -0.93 |
| XMR | -$11M | 13 | -0.76 |
Biggest net longs against the cohort's short lean: Nvidia +$43M, Micron +$28M and SanDisk +$20M.
Widest split from the crowd: SK Hynix, proven wallets -0.88 vs the crowd +1.00.
Since the last reading at 4:04 PM ET on 10 Nov, the net short eased from $695M to $563M, and Nvidia became the biggest position against the lean.
$563M. That is how far net short Hyperliquid's 150 proven wallets sit across 11 markets at 10:34 AM ET. • Bitcoin: $459M net short, 28 wallets short vs 19 long • Against the lean: Nvidia +$43M, Micron +$28M, SanDisk +$20M • Down from $695M net short at 4:04 PM ET TuesdayView the post on X
Tuesday 10 Nov 2026
10:06 AM ET: Proven traders lean short: $733M net across 13 markets. · $733M net short
150 proven wallets across 13 markets: $780M short, $47M long, $733M net short
| Market | Net position | Wallets | Lean |
|---|---|---|---|
| BTC | -$417M | 44 | -0.54 |
| ZEC | -$87M | 31 | -0.44 |
| HYPE | -$79M | 41 | -0.28 |
| SOL | -$62M | 24 | -0.50 |
| Gold | -$45M | 5 | -0.78 |
| Silver | -$27M | 9 | -0.52 |
| Apple | -$20M | 7 | -0.80 |
| XRP | -$19M | 11 | -0.93 |
| Circle | +$18M | 6 | +0.85 |
| NEAR | +$15M | 20 | +0.36 |
| Nvidia | +$14M | 7 | +0.55 |
| ENA | -$13M | 15 | -0.92 |
| DOGE | -$11M | 7 | -0.93 |
Biggest net longs against the cohort's short lean: Circle +$18M, NEAR +$15M and Nvidia +$14M.
Widest split from the crowd: Alphabet, proven wallets -0.41 vs the crowd +1.00.
Since the last reading at 4:04 PM ET on 9 Nov, the net short eased from $811M to $733M, and the biggest position against the lean moved from Nvidia to Circle.
Senpi AI is tracking 150 proven wallets holding $733M net short across 13 markets. • Bitcoin is the biggest: $417M net short across 44 whale wallets • The net short eased from $811M at 4:04 PM ET yesterday • Biggest positions against the lean: Circle +$18M, NEAR +$15M, Nvidia +$14M • Also net short: Zcash $87M, HYPE $79M, Solana $62MView the post on X
How to read this
- A proven wallet is a Hyperliquid wallet with $1M or more in lifetime realized gains.
- Each entry states how many proven wallets and markets it covers.
- Net position is what those wallets hold in a market, longs minus shorts, in US dollars.
- Lean is dollar-weighted, from -1 (all short) to +1 (all long).
- All times are Eastern Time (ET).
- Source: Senpi Smart Money Radar, part of Senpi Signals.
- The crowd is Senpi Radar's comparison group: Hyperliquid wallets with $10K to $100K in realized gains.
- Agree means smart money and the crowd lean the same way in a market; Split means they lean opposite ways.
- A whale move is a single wallet opening, adding to or closing a position worth millions of dollars, listed only when Senpi posted it on X.
Frequently asked questions
What is smart money on Hyperliquid?
On this page, smart money means proven wallets: Hyperliquid wallets with $1M or more in lifetime realized gains. Senpi adds up where those wallets are net long or net short in each market it covers.
What is the crowd?
The crowd is Senpi Radar's comparison group: Hyperliquid wallets with $10K to $100K in realized gains. Comparing it with proven wallets shows where experienced money and everyone else agree or split.
What counts as a whale move?
A single wallet opening, adding to or closing a position worth millions of dollars. The page lists only the whale moves Senpi posted on X that day.
How often does this page update?
A new entry is added each time Senpi publishes a smart money reading, usually alongside a Smart Money Radar card on X around 10 AM and 4 PM ET on weekdays. Each entry keeps the time its positions were read.
Where does the data come from?
From Senpi Smart Money Radar, part of Senpi Signals, which reads the open positions of proven wallets from public Hyperliquid data.
What does lean mean?
Lean is the dollar-weighted balance of a market's proven wallets, from -1 when all of their money is short to +1 when all of it is long.
Is this financial advice?
No. Each entry records where a group of wallets was positioned at a past time. It is not a forecast or a recommendation to trade. Not financial advice.
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Not financial advice. Positions are as of the time shown and change constantly.