Dữ liệu Hyperliquid: Micron và SK Hynix mất $103 triệu trong vị thế, SanDisk tăng 36%

The Huoxing Finance report states that on August 3, according to Hyperinsight monitoring, over the past 24 hours, open interest value for Micron (MU) on Hyperliquid decreased by approximately $39.372 million to $173 million; for SK Hynix (SKHX), it decreased by approximately $64.124 million to $352 million. Combined, these two assets lost approximately $103 million in open interest, with declines of 18.5% and 15.4% respectively. During the same period, SanDisk (SNDK) open interest value rose from approximately $88.122 million to $120 million, an increase of $32.114 million (+36.4%), making it the only one among the three storage giants to record an expansion in open interest. Over the past 24 hours, SNDK rose approximately 0.6%, MU rose approximately 0.3%, while SKHX fell approximately 1.1%; SNDK outperformed MU by about 0.3 percentage points and outperformed SKHX by about 1.7 percentage points. Position changes from large-cap addresses show: SNDK: New positions are currently biased toward longs. Over the past 24 hours, one address added approximately $2.515 million in SNDK longs, with no single address exceeding $1 million in long reduction or new short positions detected. MU: Two addresses collectively added $3.428 million in longs, while two other addresses reduced longs by $2.587 million, resulting in a net increase of approximately $841,000 in longs; during the same period, two addresses initiated new shorts totaling approximately $2.858 million, indicating a bias toward short positioning. SKHX: No new addresses detected; existing whales continue deleveraging. Million-dollar-level addresses recorded a net reduction of $6.811 million in longs and a net reduction of $9.208 million in shorts. Large capital is adopting a defensive stance: - MU: 14 longs and 18 shorts; long value approximately $46.108 million, short value approximately $66.543 million; - SKHX: 37 longs and 42 shorts; long value approximately $104 million, short value approximately $136 million; - SNDK: 12 longs and 10 shorts; long value approximately $37.441 million, still below short value of $46.782 million.