BlockBeats News, January 12 — According to Coinbob’s popular address monitoring, the “Strategy Opponent” whale address (0x94d) has adjusted its positions again in recent hours, continuously increasing its long positions in mainstream cryptocurrencies such as ETH and BTC. Its total holdings have risen from approximately $250 million at 10 a.m. today to currently $315 million, an increase of over $60 million.
This address closed its ETH, BTC, and SOL short positions at around 4 a.m. today to break even, then reversed and opened long positions around $90,600 in BTC, gradually adding to multiple mainstream coins. As of press time, it holds long positions in 7 major cryptocurrencies with a total size of about $315 million, making it the largest long position in BTC on the Hyperliquid platform. The specific position changes over the past 4 hours are as follows:
20x BTC long position: position size increased from $121 million to $157 million, average price $90,800, floating profit $1.86 million;
20x ETH long position: position size increased from $70 million to $91 million, average price $3,123, floating profit $950,000;
20x SOL long position: position size reached $33.14 million, average price $138, floating profit $1.03 million;
This address started building its position in December last year with an initial account size of about $20 million, then gradually added to short positions in BTC, ETH, and other mainstream coins. Due to its operational direction being opposite to that of the listed company MicroStrategy, which continuously buys BTC, the market views this address as its clear “on-chain opponent.” Recently, it has repeatedly reversed its positions to large long positions, with holdings reaching over one hundred million dollars.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Bitcoin ETFs 'will be larger' than gold ETFs: Analyst
Spot Bitcoin exchange-traded funds (ETFs) could surpass gold ETFs in total assets under management (AUM) as investor demand expands beyond the traditional “digital gold” narrative, according to ETF analyst James Seyffart.
“There are just more use cases of why somebody would put a Bitcoin ETF in a p
Cointelegraph32m ago
Bitcoin's $1.3 trillion security race: Key initiatives aimed at quantum-proofing the world's largest blockchain
Quantum computers capable of breaking the Bitcoin blockchain do not exist today. Developers, however, are already considering a wave of upgrades to build defenses against the potential threat, and rightfully so, as the threat is no longer hypothetical.
This week, Google published research
CoinDesk1h ago
Michael Saylor calls BIP-110 Bitcoin’s largest self-inflicted risk
Strategy co-founder Michael Saylor believes that Bitcoin (BTC) has gained overwhelming dominance in the global “media war.” However, he also warns that changes at the protocol level—especially the proposed BIP-110—could become the biggest remaining risk to the network
TapChiBitcoin1h ago
Here's what 'cracking' bitcoin in 9 minutes by quantum computers actually means
Google's Quantum AI team said earlier this week that a future quantum computer could derive a bitcoin private key from a public key in roughly nine minutes. The number ricocheted across social media and spooked markets.
But, what does it actually mean in practice?
Let's start with how bitcoin
CoinDesk2h ago
Data: Within two months after a major shock, Bitcoin’s performance has broadly outperformed gold and the S&P 500 index
Gate News message, April 5, according to data, within the two months after major global shock events, Bitcoin generally performed better than gold and the S&P 500 index (a U.S. stock market benchmark index). In specific data, after the Trump administration announced large-scale tariff measures in April 2025, Bitcoin rose 24% in the following 60 days, gold rose 8%, and the S&P 500 rose 4%. In early March 2020, when the COVID-19 pandemic broke out, Bitcoin also rose 21%, outperforming gold and the S&P 500 index.
GateNews4h ago
