Strategy's counterparty added more than $60 million to its long positions, bringing its total open interest back to $315 million.

According to Mars Finance, on January 12th, Coinbob's monitoring of popular addresses showed that the whale address (0x94d), the "Strategy counterparty," adjusted its positions again in the past few hours, continuously increasing its long positions in major cryptocurrencies such as ETH and BTC. Its total holdings have increased from approximately $250 million at 10:00 AM today to $315 million currently, an increase of over $60 million. Around 4:00 AM today, this address closed its short positions in ETH, BTC, and SOL at breakeven, then opened long positions in BTC at approximately $90,600, and subsequently added to its positions in several other major cryptocurrencies. As of press time, it holds long positions in 7 major cryptocurrencies, totaling approximately $315 million, currently making it the largest long position in BTC on the Hyperliquid platform. The specific position changes in the past 4 hours are as follows: 20x BTC long positions: the position size increased from $121 million to $157 million, with an average price of $90,800 and a floating profit of $1.86 million; 20x ETH long positions: the position size increased from $70 million to $91 million, with an average price of $3,123 and a floating profit of $950,000; 20x SOL long positions: the position size reached $33.14 million, with an average price of $138 and a floating profit of $1.03 million. This address began building positions last December, with an initial account size of approximately $20 million. Subsequently, it gradually added short positions in major cryptocurrencies such as BTC and ETH. Because its operation direction was opposite to that of MicroStrategy, a listed company that continuously purchased BTC, this address was regarded by the market as its clear "on-chain counterparty". Recently, its main holdings have repeatedly reversed to long large long positions, with the position size reaching hundreds of millions of dollars.