On August 18, the storage sector saw a brutal sell-off. SNDK and MU all fell sharply, and many people felt the market was cooling off.
But the capital flow data tells a different story: over the past month, DRAM still recorded a net inflow of USD 2.08 billion. After the plunge, leveraged long products attracted capital, short products saw capital flee, and money flowed into storage on big dips—buying at the bottom.
The storage and crypto markets share the same pool of “hot money” risk appetite. Since storage capital didn’t see a large-scale exodus, it indirectly suggests that the market’s overall risk appetite hasn’t completely collapsed.
However, inflows don’t mean there won’t be further choppy consolidation and “washing out.” Whether it’s the U.S. stock market or the crypto market, when faced with volatility, risk control always comes first.
$SNDK #标普500期货下跌 #金价逼近三个月高位 #三星跌8.97%拖累KOSPI跌3.24%
But the capital flow data tells a different story: over the past month, DRAM still recorded a net inflow of USD 2.08 billion. After the plunge, leveraged long products attracted capital, short products saw capital flee, and money flowed into storage on big dips—buying at the bottom.
The storage and crypto markets share the same pool of “hot money” risk appetite. Since storage capital didn’t see a large-scale exodus, it indirectly suggests that the market’s overall risk appetite hasn’t completely collapsed.
However, inflows don’t mean there won’t be further choppy consolidation and “washing out.” Whether it’s the U.S. stock market or the crypto market, when faced with volatility, risk control always comes first.
$SNDK #标普500期货下跌 #金价逼近三个月高位 #三星跌8.97%拖累KOSPI跌3.24%