#代币空投 0x14AE This whale's actions are worth paying attention to. They have invested a total of $415,000 in the Lighter TGE prediction market, initially betting $16,000 on the airdrop on the 29th and incurring a loss of $4,861, then switching to the airdrop on the 31st and continuously adding to a $126,000 position—this switch reflects the market's real-time adjustment of expectations regarding the airdrop timing.

Key information summary: The whale has not exited the market but is reconfiguring its risk exposure. The current holdings of the 31st Yes shares are already showing a loss of over $10,000, but they have also invested over $300,000 in the FDV forecast. This indicates that the whale's view of the Lighter project's fundamentals remains unchanged, but they have revised their judgment on the airdrop timing.

From a market signal perspective, the large funds switching from the 29th to the 31st may reflect two phenomena: first, the probability of the 29th airdrop being re-priced in the trading market; second, the market's expectations for the 31st are gaining institutional attention. Such large position adjustments usually precede retail reactions, and it is worth continuing to track subsequent capital flows and market sentiment changes.