The receipts were on-chain the whole time.
It has just been learned that China has taken an extraordinarily aggressive position on Trade in sending an extremely hostile letter to the World, stating that they were going to, effective November 1st, 2025, impose large scale Export Controls on virtually every product they make, and some not even made by them.
This affects ALL Countries, without exception, and was obviously a plan devised by them years ago. It is absolutely unheard of in International Trade, and a moral disgrace in dealing with other Nations.
Based on the fact that China has taken this unprecedented position, and speaking only for the U.S.A., and not other Nations who were similarly threatened, starting November 1st, 2025 (or sooner, depending on any further actions or changes taken by China), the United States of America will impose a Tariff of 100% on China, over and above any Tariff that they are currently paying.
Also on November 1st, we will impose Export Controls on any and all critical software.
DONALD J. TRUMP
— Donald J. Trump · Truth Social · Oct 10, 2025 · 4:50 PM EDT · Archive
PRESIDENT OF THE UNITED STATES OF AMERICA
Every one of these positions was public. Hyperliquid is a fully on-chain exchange — deposits, opens, closes, wallet balances, liquidation prices, all of it visible to anyone with the address and a block explorer. The wallet at the center of this trade, 0xb317…, was tagged by Arkham Intelligence as "Trump insider" after the fact.
The pseudonymous on-chain researcher Eyeonchains publicly linked the wallet to Garrett Jin, a former exchange executive. Jin acknowledged a connection but said the capital was client funds and denied any relationship with the Trump family. Binance founder Changpeng "CZ" Zhao reshared the claim with the note: "Not sure of validity. Hope someone can cross check." No enforcement action has been publicly confirmed.
The Piggyback thesis is simpler than the identity question. The Daily would have caught the $1.1 billion position building on Friday morning. Pro would have pinged a subscriber's phone the moment the position crossed a nine-figure threshold — hours before Trump posted.
The trades were public. Every one of them.
That's what I saw. Do what you want.
The 0xb317 wallet was tagged by Arkham Intelligence as "Trump insider." No enforcement action or formal investigation finding has been publicly confirmed as of the time of this writing. Garrett Jin, publicly linked to the wallet by pseudonymous on-chain researcher Eyeonchains, has denied any connection to the Trump family and stated the capital was client funds. Realized-profit figures of ~$192 million are community estimates derived from on-chain deposit and withdrawal flows; different outlets have reported a range of $150 million to $200 million. Nothing on this page is financial advice, an accusation of any specific individual, or a claim of any regulatory finding. Trading involves risk of loss.
I read the tape overnight so you don't have to. Every morning at 7 Eastern, one email — the trades that caught my attention across stocks, crypto, and prediction markets. No picks. No noise. Just the ones I couldn't ignore (you probably shouldn't either).
You tell me: which markets, which tickers, which dollar threshold. A ping to your phone the second somebody crosses your line — plus the Daily every morning. Twenty-four hours a day. That's the whole thing.