Watching Machi Big Brother’s trades always triggers the same reaction:
How much capital does this guy actually have?
And maybe more importantly what does he see that the rest of the market doesn’t?
Recently, Machi deposited another 144,573
$USDC into Hyperliquid to add to his
#Ethereum long.
This wasn’t a one-off move either. It came not long after a brutal market drop where he reportedly lost another $2 million in a single day. For most traders, that would be a career-ending event. For Machi, it looks like just another reload.
What’s striking isn’t just the size of the losses, but the behavior that follows. Instead of stepping back, he leans in. More capital. Same conviction. Same position.
At first glance, it almost looks reckless. But when you zoom out, it raises a deeper question: is this blind confidence… or long-term positioning?
Machi isn’t trading like a retail participant trying to catch short-term volatility. His actions suggest someone operating on a completely different time horizon. Large players don’t think in days or weeks they think in cycles.
Drawdowns are part of the plan, not a surprise. Losses don’t necessarily mean they’re wrong; sometimes they just mean the timing hasn’t played out yet.
That’s what makes this situation so interesting. Ethereum, despite recent weakness, still sits at the center of DeFi, stablecoins, and institutional infrastructure.
If you genuinely believe ETH is structurally undervalued relative to its long-term role, then adding during market stress makes sense if you have the capital to survive the volatility.
And that’s the key difference. Most traders blow up not because they’re wrong on direction, but because they’re undercapitalized for the move they’re trying to trade.
Machi clearly isn’t playing that game. Every deposit suggests he’s prepared for more pain before any payoff.
Of course, conviction doesn’t guarantee success. Even whales can be wrong. Markets don’t care how confident you are or how much you’ve already lost.
But historically, extreme conviction during uncomfortable periods is often how major positions are built quietly, painfully, and far from public celebration.
So when people say, “No matter how much he deposits, it just gets wiped out,” that might be missing the bigger picture.
What if those losses are simply the cost of staying positioned? What if the real bet isn’t about this week’s price action, but about where ETH stands when the next cycle fully unfolds?
We don’t know how this plays out. But one thing is clear: Machi isn’t trading to feel comfortable.
He’s trading with a level of patience and risk tolerance most people simply don’t have.
And that alone makes you stop and think.