I just returned from clearing SKHX yesterday, and today this storage whale has been killed again! The South Korean stock market continued to plummet today This time, it's not just chip stocks that are killing valuations, the macro side has also made up for it: the Bank of Korea has raised interest rates for the first time in over three years, raising the benchmark rate from 2.50% to 2.75%. High valuation AI/memory chips are already experiencing a pullback, SK Hynix、 Samsung Electronics and other heavyweight stocks are under pressure; After the interest rate hike is implemented, the market further trades "rising cost of funds+outflow of foreign capital+deleveraging". In this context, the storage whale (0x0ad9... cc4cbf) on Hyperliquid opens multiple SKHXs again. Yesterday, he carried SKHX from a deep floating loss of -2.59 million US dollars to recoup its capital, and cleared the position at $1440, making a small profit of about $170000 before leaving. Early this morning, he returned near $1287: he had accumulated 776.397 SKHX positions with a transaction amount of approximately $1 million. More importantly, despite the synchronous decline of MAMericaNDK, it did not reduce its risk and instead continued to invest in the entire AI memory line. His original MAmeriaNDK multiple single floating losses have further expanded: -MU suffered a small loss of $70400 and expanded to $1 million; -SNDK has grown from a small loss of $25100 to $370000; The unrealized loss of the account has expanded to - $1398800. As of now, the latest holdings of the whale are as follows: -MU multiple orders: 3x, 13947.831, valued at $12525300, with a floating loss of $1007900 -SNDK multiple orders: 2x, 4755.912 sheets, valued at $752.77 million, with a floating loss of $373.6 million -SKHX multiple orders: 3x, 776.397 sheets, valued at $979400, with a floating loss of $20100 -ASML multiple orders: 1x, 140.612 sheets, valued at $252900, small floating profit From this whale's trading history, it can be seen that he is not trading a single stock, but rather a mainline: AI memory demand, HBM, DRAM/NAND cycles, and market panic discounts on overvalued chip stocks. The problem is that the environment this time is harder than yesterday. Yesterday was a rebound and repair after the emotional downturn; Today is a combination of interest rate hikes, foreign capital outflows, chip valuation kills, and deleveraging. He is now betting with low leverage that the recent decline in South Korean chip stocks is still a mistake, not a trend reversal. Yesterday, he managed to recover from a floating loss of $25.9 million on SKHX and liquidate his position. Can he replicate it again this time? Or is it that the second act of deleveraging in South Korean chip stocks has just begun? The address of the giant whale goes directly to: https://www. (aicoin.com)/zh-Hans/hyper-detail/0x0ad9e656d9e6211d0ea1c5462342e1fc94cc4cbf SKHynix SNDK MU