On February 13th, according to Coinbob's hot address monitoring , crypto KOL "CBB" (X: Cbb0fe) and "big trader"whale(0x894) were counterparties in Hyperliquid on-chain US stock perpetual contracts. Both had significant positions in storage and AI stocks such as Micron, Nvidia, Google, and SanDisk, with holdings in the $20 million range, but in completely opposite directions. The main holdings of the two whale are as follows:
Crypto KOL CBB: A seasoned trader and on-chain player. Currently holding short positions in four major tech stocks, with a total position size of approximately $25 million. Due to the recent continuous rise in MU, this address has been continuously reducing its MU short positions, with some positions being reduced during the swing trading, resulting in a profit of approximately $660,000 this week.
"Big Trader"Whale: Formerly the largest long position in on-chain gold, he later shifted his focus to Nasdaq and copper. He currently holds long positions in four major tech stocks, with a total position size of approximately $22 million. He has not adjusted his positions recently, and his main profit currently comes from long positions in MU, with a floating profit of $680,000.
