Crypto KOL CBB's large commodity holdings have exceeded $40 million, recently leaning towards shorting silver and the semiconductor storage sector.

BlockBeats News, February 4 — According to Coinbob’s popular address monitoring, crypto KOL CBB (X: Cbb0fe) has recently been continuously adjusting and building large on-chain commodity short positions on Hyperliquid. The current total position size has exceeded $40.8 million, with recent major positions leaning towards short silver and the semiconductor storage sector.

Currently, the account’s total short position size is approximately $37.4 million, with a long position size of about $2.45 million. The total profit over the full cycle is about $9.3 million, with a profit of approximately $1.27 million in the past week. The main holdings are concentrated in SILVER (Silver Mapping Contract), INTC (Intel), SNDK (SanDisk), and MU (Micron) short positions, with the position details as follows:

xyz: INTC (3x short): Position size approximately $6.9 million, average price $49, liquidation price approximately $62.9.

xyz: SILVER (3x short): Position size approximately $6 million, average price $85.3, liquidation price approximately $111.

xyz: SNDK (3x short): Position size approximately $5.16 million, average price $665.2, liquidation price approximately $845.

xyz: MU (3x short): Position size approximately $4.47 million, average price $425.1, liquidation price approximately $542.

Crypto KOL CBB (X: Cbb0fe) is a seasoned trader and on-chain player with about 100,000 followers on the X social platform. He gained widespread attention for organizing a large-scale BTC short whale hunt involving hundreds of millions in 2025. Currently, he is engaged in high-frequency trading of commodities on Hyperliquid, mainly taking short positions.