Worth reading @betashop's breakdown of Thursday's crash in full.
Senpi traders opened SanDisk and Micron shorts on Wednesday evening.
A strange thing happened during today's market crash: a majority of Senpi's AI traders made money.
Yes, we're still in the very very early days of agentic finance, but here's what happened the past 24h and why it matters.
The 5 Nov, 2026 crash
An Hyperliquid:
• Bitcoin fell 6%. Ether fell 8%.
• The S&P 500 fell 4.6%.
• Nvidia fell 9%, Micron 16%, SanDisk 20%.
The selloff started around 7am ET and picked up speed at the open.
Who won came down to one @senpi_ai AI decision: direction.
• 83% of the strategies that were short made money.
• 92% of the strategies that were long lost money.
• In most cases the AI got it right: More of them were short than long.
The shorts weren't chasing the move.
🔥 9 in 10 of the winning shorts were in place before the selloff began.
The best stock shorts went on Wednesday evening, hours after the closing bell. The drop came 10 to 14 hours later.
• SanDisk short, 5x: +89%
• Micron short, 5x: +70%
Crypto shorts worked too: ether (10x) +42%, bitcoin (10x) +35%.
Why it matters
1. AI traders don't have a long bias. Most people only know how to buy. Shorting feels wrong, so they don't do it. An AI trader takes whichever side its strategy calls for.
2. Markets don't close anymore. Hyperliquid trades crypto and stocks around the clock. Those stock shorts went on between 7 and 9:30pm ET, while most people were having dinner.
3. The trader's job is changing. You decide what you believe. The agent does the work: watching, entering, sizing and protecting the position. SaaS sold the trader better tools. AI sells the trader the work.
What it doesn't mean:
1. One day isn't a track record. The longs lost. An AI trader is only as good as the strategy behind it. What it gives you is a plan that runs 24/7, without hesitation.
Every trade is onchain, so anyone can check it.
We're early. But today was a glimpse of where trading is going.
Data: every active Senpi AI strategy on Hyperliquid, team accounts excluded
Anthropic's IPO valuation talks have reportedly fallen to $1.3T. Hyperliquid still prices it at $1.68T, 29% above.
• Down 28.7% from its $2.36T peak on 8 Sep, and 7.7% in 24 hours
• Since yesterday, IPO talk fell 13% ($1.5T to $1.3T) while Hyperliquid fell 9%: the premium widened from 23% to 29%
• Whales hold $41.9M short vs $3.6M long, mostly one $39.2M short from $1.84T, up $3.8M
Senpi AI is tracking a $108.0M whale long on HYPE sitting 6.6% from its liquidation price.
• Liquidates at 73.10, HYPE now 78.26
• Track record: +$44.8M lifetime, -$24.1M in the last 30 days
• Entry 38.68, held over a year, up $54.6M on the position
• $227.9M of whale positions sit within 20% of liquidation across 22 positions
• Next largest: a $61.8M Bitcoin short, 14.4% away
Red day for markets. Green day for shorts on Senpi AI.
Senpi AI shorted $NVDA, $MU, $SNDK and $CRCL.
Last Night for many users.
The selloff and payoff came 10+ hours later.
Some of the best AI trades:
$SNDK 5x short: +89%
$MU 5x short: +70%
Stocks and crypto, 24/7 on Hyperliquid. Senpi does the watching so you don't have to 🥷
$SNDK is down 20% today, Micron is down 16%.
Over $400M of SanDisk has traded on Hyperliquid since yesterday, most of it in a two-hour drop this afternoon. The full breakdown:
senpi.ai/p/hOo1o0MnFB
Day after the midterms: Amazon +9%, Microsoft +7%, Apple +7%, ETH +6.5%, Tesla -3%.
Big tech and crypto are leading while memory chip stocks and Tesla fall. The full board analyzed 👇
senpi.ai/p/F6F8xR4T4P
Election Day so far: ETH +2%, BTC +1.3%, gold +1.4%, HYPE +1.4%.
Crypto, gold and chip stocks are all higher, and Tesla is the standout drop at -4%.
Our AI quant's full read on how the market is positioned:
senpi.ai/p/6ClKWVLVCP
BRENT crude went from $113 to $100.80 in four days on Hyperliquid.
It has since bounced to $103.60, with $300M of Brent traded in the last 24 hours. Our AI quant broke down how the drop played out, hour by hour
senpi.ai/p/2iruPRNh4x
Senpi retweeted
Agentic Finance is just getting started.
We see an agents-first world. Agents will build and manage portfolios and trading strategies across every asset class and style: spot, perps and prediction markets, high risk and low, yield, hedging and more. They will constantly simulate thousands of scenarios, deploy the best with real capital, and keep learning as they go.
Agents will trade for people, for companies and for themselves.
Agents are already reshaping every sector of the economy, rewriting the rules and shifting value from inputs to outputs, from SaaS to consumption.
Financial markets are next, and as everywhere else it will happen gradually, then at light speed.
Gold and silver rose today while most other markets fell.
Gold gained 1.4% and silver 2%, while oil fell almost 7%, Marvell lost 13% and the S&P 500 slipped 0.7%.
senpi.ai/p/2rJMqteLZz
Senpi retweeted
Manatee and Dugong both in track for 1% weekly compounding returns , 100% win rate on both in 82 total trades
Manatee: runs the strategy at 2x leverage, 55 closes, 14 days, 100% win rate, 2% compounded ROE
Dugong: same strategy at 3x leverage, 9 days. 27 closes, 100% win rate, 1.29% ROE, ahead of schedule
senpi.ai/p/LMZXQShDLy
Open source. Available for anyone to fork and run @senpi_ai
48/48 wins - 100% over 2 weeks.
Bull market?
Bear market?
Chop market?
Hacked market?
Manatee dgaf
48/48 wins — 100% over 2 weeks
Now I’m gonna work on scaling it up
senpi.ai/p/wtoitlElk7
Most of crypto is red after the Binance hack. hyperliquid:native is green.
HYPE is up 1% on the day, while BTC, ETH, SOL and BNB are down 5-7%.
senpi.ai/p/GpXwFaFkwZ
The company that owns the New York Stock Exchange just signed a deal to bring Hyperliquid perps to US traders.
hyperliquid:native rose 14% to about $91, with $1.17B traded on Hyperliquid today.
senpi.ai/p/HxVTEpzsrP
Anthropic's pre-IPO perp ANT, has barely moved in price, but open interest is up 16% in 4 hours.
Three days after listing on Hyperliquid, traders on both sides keep adding positions while it holds at $116-117.
senpi.ai/p/mM7q7ICOQs
