「Strategy Opponent's Position」 slashed its holdings by 48% after falling below the average price, with the long position size plummeting from $350 million to $180 million.

**January 9 – Per Coinbob Popular Address Monitor, the "Strategy Whales" address (0x94d) temporarily closed 4 long positions and continued to sharply cut its BTC and ETH long positions amid BTC’s brief drop below $90,000. As of now, the address has liquidated over $170 million in positions within 1 hour, with total position size falling from $352 million to $180 million.** **Key position shifts: - 15x BTC Longs: Size dropped from $137M to $31.27M, average entry price $90,100; - 15x ETH Longs: Size decreased from $137M to $100M, average entry price $3,092.** **The address started building positions in December 2023 with an initial account balance of ~$20 million, later adding short positions on mainstream coins like BTC and ETH. Since its trading direction is opposite to publicly traded MicroStrategy (which has consistently bought BTC), the market sees this address as its clear "on-chain counterpart."**