Yeliz Akmaca 
Markets are currently buzzing with claims that a mysterious trader allegedly connected to Donald Trump opened a massive $150 million short (sell-side) position across the entire market. However, this allegation has not been confirmed by official authorities or backed by concrete data.
Available open-source information does not verify a marketwide short bet. Public reports suggest that an investor believed to be close to Trump took large short positions in Bitcoin and Ethereum, reportedly generating significant profits thanks to exceptional timing. Yet none of these sources — including Yahoo Finance — confirm positions spanning equities or commodities.
In fact, during another move in October 2025, the trader allegedly opened billion-dollar short positions just 30 minutes before Bitcoin crashed from $122,000 to $102,000, reportedly earning around $200 million. That timing sparked a familiar question among analysts: Did someone know something in advance?
In other words: BTC and ETH trades are being discussed — but there’s no evidence supporting the claim of a “$150 million bet against the entire market.”
Why Do BTC and ETH Shorts Matter?
Heavy downside positioning in Bitcoin and Ethereum can tighten liquidity, especially in derivatives markets. This can lead to:
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widening spreads
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distorted funding rates
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cascading liquidations of leveraged positions
Because crypto assets move with high correlation, even a single large short wave can quickly spill over into other markets.
Insider trading allegations form a separate layer of concern. If trades were truly placed using non-public information, the impact could extend from token prices to options positioning. In such a scenario, regulatory penalties, fines, and trading restrictions could follow.
For investors, the key is separating rumor from verified positioning. The phrase “Trump insider trader” currently has no legal standing — it functions more as a media shorthand than a confirmed designation.
Where Verification Breaks Down: On-Chain Data and Official Records
To definitively attribute trades to a specific individual, the following evidence is typically required:
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wallet clustering and transfer paths
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links to known addresses
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exchange position histories
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margin records and liquidation logs
So far, none of this technical matching has been publicly released.
Some market commentators have pointed to timing patterns and raised the question of prior knowledge. The Kobeissi Letter is among those highlighting this possibility.
However, there is no official statement from the U.S. Securities and Exchange Commission (SEC) addressing this specific claim. Silence does not confirm or deny an investigation — it simply means no verified documentation exists at this stage.
How Should Investors Evaluate This Without Falling Into Speculation?
A basic verification checklist helps:
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Which instruments? (BTC, ETH, or others?)
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Position size and leverage
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Entry and exit timing
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Realized profit
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Technical proof of ownership
Without clarity on these points, drawing definitive conclusions is premature.
At this point, two key claims remain unproven:
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That the $150 million position covered the entire market
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That the trader has a verified connection to Donald Trump
Neither is confirmed in current reporting.
Quick Q&A
Is there official proof linking the trader to Trump?
No. Media outlets use this framing for narrative simplicity. Regulators have provided no verified connection.
Have BTC and ETH shorts been confirmed via on-chain or exchange data?
Reports reference large BTC/ETH shorts and accurate timing, but no public wallet addresses or exchange accounts have been disclosed.
Bottom line: there are notable BTC and ETH trades. But the claim that a “Trump-linked trader shorted the entire market for $150 million” remains unverified — a strong allegation, not an established fact. Following confirmed data matters more than headline momentum.
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