Market analyst "TwoEyes" predicts a bearish trend, increasing short positions by 1.4 million BTC and shorting Strategy-linked assets.

BlockBeats News, August 4th, according to TradingBeats (formerly Hyperinsight) monitoring, Polymarket trader "TwoEyes" this morning added to a short position in BTC and Strategy assets on Hyperliquid, increasing the short position by approximately $1.404 million.

As of the time of writing, TwoEyes' short position based on this trading logic has reached $2.313 million:

Short 13,000 shares of MSTR, with a position value of approximately $1.223 million, a cost basis of $93.68 per share, and a liquidation price of $110.92 per share;

Short 13.4011 BTC, with a position value of approximately $0.854 million, a cost basis of $63,679.4 per BTC, and a liquidation price of $97,072.8 per BTC;

Short 3,661 units of STRC, with a position value of approximately $0.336 million, a cost basis of $91.72 per unit, and a liquidation price of $109.03 per unit.

The total unrealized loss of the three positions is currently approximately $5,739. The price has not moved significantly towards the expected direction. The address has placed an additional non-"only reduce position" STRC sell order at $91.84, planning to short another 4,100.9 units, with a notional amount of approximately $0.377 million.

This transaction is not isolated and appears on Hyperliquid.

Retrospective results show that this address corresponds to the Polymarket account "TwoEyes." The active position value in the prediction market is approximately $0.773 million, including:

$0.354 million in "Fed Hikes 25 bps in September" Yes,

$0.262 million in "US Invades Iran by 2027" Yes,

With a total value of approximately $0.616 million, currently with an unrealized loss of about $6,664.

One end is betting on rate hikes and war, while the other is shorting BTC, MSTR, and STRC; both sets of positions point to escalating geopolitical risks, rate hike expectations, and pressure on risk assets.

Note: TwoEyes has not shown any new transactions on the Polymarket end today, so it can only be confirmed at this stage that their cross-platform holdings are aligned, and it cannot be inferred that they have access to any undisclosed information.