「Strategy Long Opponent Position」 Further Increases Long Position by Over $60 Million, Total Position Size Rises to $315 Million

On January 12th, per Coinbob Popular Address Monitor (https://t.me/Coinbob_track_CN), the "Strategy Whale" address (0x94d) has adjusted its positions again in the past few hours, continuously ramping up long positions in major coins like ETH and BTC. Its total position has grown from ~$250 million at 10 a.m. today to the current ~$315 million, adding over $60 million. Around 4 a.m. today, the address closed its ETH, BTC, and SOL short positions at breakeven, then opened a BTC long at ~$90,600 and subsequently increased positions in several major coins. As of press time, it holds long positions in 7 major coins with a total size of ~$315 million—currently the largest BTC long position on the Hyperliquid platform. Key position changes in the past 4 hours: - 20x BTC Long: Position size rose from $121M to $157M, avg. entry price $90,800, unrealized gains $1.86M; - 20x ETH Long: Position size climbed from $70M to $91M, avg. entry price $3,123, unrealized gains $950K; - 20x SOL Long: Position size hit $33.14M, avg. entry price $138, unrealized gains $1.03M; Background: The address began accumulating positions in December last year with an initial account size of ~$20 million, then gradually built up short positions in major coins like BTC and ETH. Since its trading direction is opposite to MicroStrategy (which has continuously bought BTC), the market views this address as its explicit "on-chain counterpart." Recently, it has repeatedly taken large long positions in core holdings, with total position size exceeding $1 billion at one point.