According to ChainCatcher messages, data from Hyperinsight shows that the Strategy counterparty address (0x94d3…) has been continuously increasing its long positions in ETH and SOL over approximately ten minutes, with a total increase worth over $13.045 million.
The specific operation involved rolling over its ETH long positions around 15:20, accumulating an additional 3,192.17 ETH, valued at approximately $7.65 million. During the same period, it increased its SOL long positions by 57,342.34 SOL, worth about $5.395 million. After these operations, the total ETH long position value rose to $65.9302 million, with an average price of $2,270; the SOL long position size increased to $19.5303 million, with an average price of $98.9. This address is known for establishing large-scale short positions on major cryptocurrencies during Strategy’s continuous large-scale BTC increases in December, and once held a position scale of over $100 million, making it the largest BTC short on Hyperliquid at one point.