저자: CryptoCompound채널진행자 · 외국인
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영상 결론: 빌 애크먼의 HNT 관련 트윗은 유동성 확보를 위한 시장 조작성 행위였으며, HNT 장기 펀더멘털에는 영향이 크지 않지만 FTX 여파 속 유동성 부족으로 단기 가격 충격은 재발할 수 있다. [발단과 가격 움직임] 애크먼이 HNT를 띄운 뒤 같은 날 약 30분 만에 가격이 약 15~16% 급락해 약 2달러 10센트까지 밀렸다고 주장. 트윗 시점과 차트 타임스탬프가 거의 일치한다고 설명. [트윗 내용 비판] 트윗 문장이 부정확하고 허위(예: 헬리움을 글로벌 와이파이 네트워크라고 한 점, 라임 바이크 사용 언급)라고 지적. 이후 한 시간 뒤 '특정 암호화폐를 옹호하는 것이 아니다'라는 해명을 올렸다고 설명. [청산 데이터] 약 6만~7만 HNT 롱 포지션이 청산된 것을 애크먼의 출구 물량으로 추정하나 규모가 크지 않다고 함. [언론 보도 비판] Decrypt, CoinDesk 등이 애크먼의 헬리움 투자 사실을 부정확하게 보도했다고 비판. [전망] 헬리움 장기 가치에는 영향이 없고, 유동성 부족에 따른 단기 가격 영향은 앞으로도 반복될 수 있으며 현재 하락이 끝나지 않았을 가능성도 열어둠. 진행자는 이 사례가 향후 유사한 유동성 목적 매도의 예시라고 봄.
다듬은 글
billionaire hedge fund manager Bill Ackman blatantly tries to pump hnt to stir up some quick exit liquidity for himself driving the price down almost 16 percent this was a pretty blatant move as the time stamps on the chart line up almost exactly with his tweets this is not very concerning from a long-term hnt perspective as this was likely driven almost entirely by market mechanics but is more a sign of what might lay ahead for hnt and the rest of the crypto markets as the FTX contagion spreads and searches for its next victims liquidity is King these days and some firms are going to have to liquidate some or all of their long-term Holdings if they are too overextended I am sure Ackman is not the only one out there searching for liquidity for one of the seven blockchain Venture Capital funds he's invested in but he's the only one having his interns writing Twitter threads to try and grab every ounce of liquidity he can he might not have fooled us but he clearly fooled decrypt and coindesk foreign what is up everybody welcome back to another video here on the crypto compound Channel thank you all so much for being here I hope you guys are having a great day please hit that like And subscribe on the way and today we are going to be discussing Mr Bill Ackman and his little stunt he pulled the other day on Twitter we're gonna talk about it not because it's very important right now with what we're looking at but this gives us a glimpse into what is very possible and very likely going to happen moving forward with other funds and other managers and other people that are seeking liquidity because of what is going on right now with FTX and Genesis and all of these firms trying to seek liquidity to avoid bankruptcy bankruptcy now guys before we get into the details of this I just want to make it very clear first of all this post or this thread by Bill Ackman is incredibly poorly written it includes numerous untrue statements and describes things incorrectly however I'm not highlighting this to say that helium is not as valuable as I believe it to be I'm highlighting this because it's important that we know what's really going on and why we see certain things the way we do on the internet and how that impacts the price this entire thread was literally a liquidity grab orchestrated by Bill Ackman or whoever on his team wrote this horrible thread in an attempt to offload some hnt at the highest price possible so this is the about 30 minutes from posting the thread we went all the way up here and then he announced that he's not advocating for any crypto blah blah blah and we saw a decline of about 15 to one of the lowest points in the helium chart over the last few years to about two dollars and ten cents pretty significant drawdown in a matter of 30 minutes if we look at this thread here as we can see he starts off or his intern starts off the telephone the internet crypto share one thing in common blah blah blah blah blah he goes on to then down here mention helium two examples may help to explicate my view helium created a global Wi-Fi network that is not even true it is not a global Wi-Fi network this is clearly a publicity stunt and anyone that's actually reading this and doesn't know what is actually taking place behind the scenes is now going to think that helium is some sort of global Wi-Fi network he also mentions that it's used by lime bike and others this is also Up For Debate and rather controversial so this is just a horrible horrible thread he's shameful and it is posted just minutes before the decline here that we saw on the charts as you can see it's about 5 25 when he posts this about an hour later at 6 35 he says to be clear I'm not advocating for any particular crypto project rather I am making a case crypto facilitate potential useful and important businesses that therefore could not exist so he is basically then redacting oh he's saying just saying I'm using those as examples effectively and in the meantime hnt collapsed almost 16 percent and if we look over here at the hnt total liquidations chart we can see this was the exit here which I suspect to be Mr Bill Ackman it's not a huge position it's about 66 000 it's about 67 000 of hnt that was long that was liquidated however I really do believe that that is exactly what we saw that he was seeking some exit liquidity uh likely due to one of his relationships or a fund that he is running and he wanted to make as little of an impact as possible who knows if he didn't make that tweet this might have crashed below two dollars and funny enough of course decrypt here picked this up and says billionaire Bill Ackman does you turn on crypto reveals helium investment first of all he has spoken about helium and he has mentioned his invest assessment and helium long before we have covered that here on the channel and they don't even really mention that he's not even talking about it correctly it's just horrible reporting just a horrible publicity stunt in general here to try and capture some liquidity and as we can see coindesk here Bill Ackman endorses crypto project helium discloses crypto Holdings uh I I mean another just real religious joke of a of an article here not highly highlighting the fact that helium is not a Wi-Fi network does not necessarily have a partnership with lime so this is just a really good example of house the mainstream uh crypto outlets and a really poorly written Twitter thread can be used against a community and Market participants of course of course I am not blaming Mr Ackman for trying to serve in his best interests of course that's better than uh let's say SBF claiming that he wants to be a billionaire to give it all to charity I want to get rich not because I like money but because I wanted to give that money to charity which is just the biggest red flag I have ever seen so it is okay that he is trying to unload or unwind these positions at the highest price possible what's important is that we know what is going on behind the scenes and how these big players are executing on the plans and strategies that they have in place and the direction they are trying to move of course like I mentioned I don't think this says much about helium long term it doesn't impact helium's fundamental value it just impacts the short-term price because of this liquidity crunch we're experiencing with the FTX and subsequent crypto firm collapses ultimately this is important because it shows that helium is subject to Market impact due to liquidity needs this should be expected to happen again in the future and of course we can't rule out going even lower than the lows we have already seen this is not over yet this liquidity Crunch and these bankruptcies are certainly not over we just have to get through it but I don't think this is the last of this type of movement or action we will see let me know your guys thoughts or if you've seen anything else out there that looks like this but thank you guys for being here thank you for watching until the end I hope you guys have a great rest of your day please hit that like And subscribe if you have not already but just like that this video is over and I will see you next time foreign
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