Odaily Planet Daily report: Polymarket trader "TwoEyes" significantly increased short positions in BTC and Strategy-related assets on Hyperliquid this morning. Opening a new BTC short position of 13.4011 BTC at an average price of $63,679.40, while simultaneously selling 5,000 shares of MSTR and 899.1 shares of STRC, the total value of the new short positions amounted to approximately $1.404 million.
As of publication, TwoEyes has established a short position worth $2.413 million based on this trading logic: shorting 13,000 shares of MSTR, with a position value of approximately $1.223 million at an average entry price of $93.68 and a liquidation price of $110.92; shorting 13.4011 BTC, with a position value of approximately $854,000 at an average entry price of $63,679.40 and a liquidation price of $97,072.80; and shorting 3,661 shares of STRC, with a position value of approximately $336,000 at an average entry price of $91.72 and a liquidation price of $109.03.
The three open positions currently have a combined unrealized loss of approximately $5,739. Additionally, this address has placed another STRC sell order at $91.84, not marked as "reduce-only," aiming to add an additional short position of 4,100.9 contracts, with a notional value of approximately $377,000.
This transaction did not occur in isolation on Hyperliquid. Trace results show that this address corresponds to the Polymarket account "TwoEyes." Its current active positions in prediction markets are valued at approximately $77,300, including two larger bets: a $35,400 "Yes" bet on the Fed raising rates by 25 basis points in September, and a $26,200 "Yes" bet on the U.S. invading Iran before 2027, totaling approximately $61,600, currently with an unrealized loss of about $6,664.