Under Geopolitical Tensions, 「Strategy Opponent Plate」 Takes Profit from Oil and Gas Gains and Shifts Focus, Increasing Position to $105 Million in Anticipation of Cryptocurrency Market Pullback

**March 19th** — HyperInsight monitoring data shows that over the past 6 hours, the "Strategy Whale" address (0x94d) closed out all its long positions in CL (WTI Crude Oil) and NATGAS (US Natural Gas), locking in gains from the geopolitical-driven surge in oil and gas prices. Subsequently, the address used the freed-up margin to further expand its short positions in BTC and ETH. At the time, BTC was trading around $71,000, and the average entry price for the two short positions was later lowered. Combined, the BTC and ETH short positions now total $105 million in size. Likely due to Brent crude’s intraday gain outpacing WTI crude’s by a notable margin, the address still holds roughly $4.32 million in Brent crude long positions — a sign of a partial exit from its energy holdings. This position shift likely signals a bet that the US-Iran conflict’s boost to energy prices is fully priced in, a short-term peak is either imminent or already hit, and risk assets are poised for a pullback.