On August 8, analyst Jukan posted that in the short term the market will move toward a ābearish on storage, bullish on optical interconnectsā direction, and that some hedge funds have already begun executing this strategy. The three reasons are: 1) Koreaās leveraged ETFs have essentially become ineffective, and concentrated redemptions by limited partners bring additional sell pressure; 2) NVIDIA is weakening Rubin Ultraās HBM configuration and instead using optical interconnects to connect multiple racks. Even if per-rack performance does not improve, the cluster-level advantage can still be maintained. Whether the HBM reduction is due to supply issues or demand issues, this logic holds in either case; 3) The market has already formed a consensus that storage prices will peak within the next two quarters. Jukan explicitly said that in the medium to long term he remains bullish on storage, but in the short term he is slightly bearish. Currently, he has no storage positions.
š§§š§§š§§Reply 88 to get $SOL š§§š§§š§§ ššššššššš
A few days ago, I noticed the button āConvert SPCXB ā SPCX 1:1ā and started figuring out what itās for. And it turns out itās one of the most convenient features of bStocks.
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The conversion is free and works both ways. Youāre not locked into one format.
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š°BNB Chain just pulled ahead in the šµstablecoin game. In the last year, the number of stablecoin holders on BNB almost doubledāfrom about 42 million to nearly 80 million. Thatās more than just a big number; it means BNB Chain passed Tron and now has the most wallet adoption in the space. You can actually see the network growing stronger, with more on-chain action, deeper liquidity, and a busier DeFi scene.
Even so, the price hasn't really reflected all this change. $BNB sits around $586, with $602 still acting as a tough ceiling. If it finally breaks through that level, thereās a shot at $647. The RSI looks better, showing some buyers are creeping back in, but trading volume is still lightāso, any breakout needs real confirmation before calling it the start of a rally.
So, are we about to see BNB make its next big run, or will $602 push it back again? #USSolarStocksRisePremarket @BNB Chain $TUT #bnb @Binance Square Official #SKHynixToInvest19.1TWonInM17Plant
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