Santiment: Number of elite whales holding over 10,000 BTC rises to 90, hitting a six-month high.

Sumit Sadana, Chief Business Officer of Micron Technology, stated at the 2026 KeyBanc Tech Leadership Forum that the company’s business is on an “excellent” trajectory, with financial performance remaining “outstanding.” Sadana noted that recent demand signals from customers have been strengthening, and he expects industry conditions to stay very tight through beyond 2027. He further believes that supply tightness in 2027 will be more severe than this year, as emerging demand growth is outpacing the industry’s projected supply expansion for 2027.

JPMorgan’s Asia Pacific tech note notes that investors broadly expect SK Hynix’s shareholder returns to hit at least 50% of Samsung Electronics’ level, driven by expectations that management will provide an update by the end of the third quarter. Additionally, the market anticipates SK Hynix’s HBM contract pricing for fiscal 2027 will rise by more than 50% amid tight supply-demand for bulk D5. However, JPMorgan analyst Jay takes a more conservative stance, forecasting annual contract price gains of less than 40%, citing Nvidia’s strategic significance and SK Hynix’s ability to reprice contracts annually.

Alon, the token named after pump.fun’s co-founder and launched two years ago, has unexpectedly been "reborn" today. Relevant page data shows the token has obtained a green verification badge on Jupiter’s trading platform. The news sparked community speculation, driving the token’s market cap to surge threefold in a short time. As of press time, GMGN data puts Alon’s market cap at $7.01 million, with a 24-hour increase of 380% and trading volume exceeding $6.9 million. Public information indicates the green verification badge comes from Jupiter’s Token Verification System (VRFD), which is used to confirm that a specific mint address is the canonical/official version of a given ticker, helping users distinguish copycat projects from fake tokens. The badge does not serve as an endorsement of the project’s quality, security, or team. The Alon token was initially created by the Pump.fun community via its bonding curve fair launch mechanism. Later, Pump.fun co-founder @a1lon9 (Alon) took over the relevant Telegram group and paid Dexscreener fees, but the project has repeatedly clarified that he did not create the token himself. BlockBeats reminds users that the event carries high uncertainty, and investors should exercise caution.

According to Lookonchain monitoring, whale address bc1qdj sold a total of 1274 BTC via Cumberland, FalconX, and Galaxy Digital 6 hours ago, valued at approximately $81.5 million.

Whales keep selling $BTC. Whale bc1qdj sold 1,274 $BTC ($81.5M) through #Cumberland, #FalconX, and #GalaxyDigital 6 hours ago.

According to Farside Investors' monitoring, U.S. spot Bitcoin ETFs recorded a net outflow of $144.6 million yesterday. Breakdown: IBIT saw a net outflow of $53.6 million, FBTC $40.3 million, BITB $28.4 million, GBTC $52 million, while Grayscale Bitcoin posted a net inflow of $37.1 million. Ethereum ETFs had a net outflow of $14.6 million yesterday, with ETHA logging a net outflow of $23.8 million.