ME News report, July 30 (UTC+8): According to Hyperinsight monitoring, today saw significant capital reallocation in Hyperliquid’s top-tier address storage stock trades. From the net position structure, funds are withdrawing from SK Hynix and SanDisk long positions and consolidating toward Micron. Within the sample, Micron (MU) recorded $6.242 million in new long openings and $3.743 million in long closures today, resulting in a net increase of approximately $2.499 million. Three addresses participated in opening longs, with two of them opening positions exceeding $1 million each. In contrast, SK Hynix (SKHX) opened $689,000 in longs and closed $2.164 million in longs, yielding a net decrease of $1.475 million; SanDisk (SNDK) opened $2.324 million in longs and closed $10.299 million in longs, resulting in a net decrease of $7.974 million. Combined, the two experienced a net long reduction of approximately $9.449 million. Capital flow has reversed compared to yesterday. During the same period yesterday, Micron recorded a net long reduction of $1.034 million, while SK Hynix and SanDisk posted net long increases of $2.679 million and $2.407 million, respectively. Today, Micron’s long opening volume rose 90.4% to $6.242 million from $3.278 million yesterday, making it the only one of the three storage stocks to register a net long increase. Price performance reflects this divergence. As of 17:00 Beijing time, Micron has declined 23.3% over the past three days, while SK Hynix and SanDisk have fallen 25.8% and 32.2%, respectively. Although Micron remains in a downtrend, it has outperformed both by approximately 2.5 and 8.9 percentage points. Open interest data further confirms this trend: from last night through this afternoon, Micron’s open interest increased by approximately 8.5%, SK Hynix rose just 0.2%, while SanDisk declined 24.8%. Among the top 10 largest positions by size, Micron longs account for approximately 53.3% of capital; conversely, 66.7% and 82.4% of capital in SK Hynix and SanDisk positions, respectively, are on the short side. Note: Trade sample covers 75 top-tier addresses; data period is from 00:00 to publication on July 30, 2026 (Beijing time). Yesterday’s comparison uses the same time period on July 29 (Beijing time). (Source: BlockBeats)
Hyperliquid Top Addresses Shift Storage Stock Bets Toward Micron
KuCoinFlashShare
Summary
Hyperliquid’s top addresses are shifting their storage stock bets toward Micron, as leading altcoins show mixed sentiment. On July 30 (UTC+8), funds withdrew from SK Hynix and SanDisk long positions, focusing instead on Micron. Micron (MU) recorded a net long increase of $2.499 million, driven by three addresses—two of which held over $1 million each. SK Hynix (SKHX) and SanDisk (SNDK) saw net long reductions of $1.475 million and $7.974 million, respectively. The Fear & Greed Index indicates a shift in market sentiment, with Micron outperforming the others by 2.5 and 8.9 percentage points over the past three days.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.