BlockBeats 消息，2 月 13 日，据 Coinbob热门地址监控显示，加密 KOL「CBB」（X：Cbb0fe）与「大宗交易员」巨鲸（0x894）在 Hyperliquid 链上美股永续合约上互为对手盘。双方均重仓 MU（美光）、英伟达、GOOGL（谷歌）、SNDK（闪迪）等存储及 AI 赛道标的，持仓规模均在 2000 万美元级别，但方向完全相反。当前两巨鲸主要持仓信息如下：
加密 KOL CBB：资深交易员与链上玩家。目前持有四大科技股空单，总持仓规模约 2500 万美元。受 MU 近日持续上涨，该地址持续减持 MU 空单，部分仓位波段减仓，周内盈利约 66 万美元。
「大宗交易员」巨鲸：曾为链上黄金最大多头，后转向重仓纳指与铜。当前持有四大科技股多单，总持仓规模约 2200 万美元，近日未做调仓，目前主要盈利贡献来自 MU 多单，浮盈 68 万美元。
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