Nansen 🧭|Jul 30, 2026 10:44
AI memory stocks are selling off. @Cbb0fe is short MU (Micron) for $13.59M on @HyperliquidX.
But in the last 48h, he's also been sending millions (~$2.5M) in USDC to a separate wallet labeled "HL Perps Perma-Bull," which keeps longing MU.
Same stock but opposite direction.
See his full 44-position book, the Perma-Bull transfers, and every trade:
https://app.nansen.ai/profiler?address=0x49e96e255ba418d08e66c35b588e2f2f3766e1d0&chain=hyperliquid&perpTab=transfers(Nansen 🧭)
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