Sometimes, when you think about it, this world is pretty funny— even a serious thing like war has to happen during the workweek, and the moment you start work, you see the US-Iran situation kicking off again...

On the other hand, Korean stocks are in freefall, and SK hynix falls further below 📉.
In the semiconductor storage segment, whether it’s hard drives or SSDs, or energy storage, most of the truly large-scale bulk basic raw materials are not actually scarce. For things like high-purity silicon, copper, aluminum, graphite, and ordinary nickel, the core issues are more about purity, process, yields, and capacity—not that the Earth has run out of supplies.
Storage marketing feels too much like the chips era in 2021. Back then, a colleague in their 50s put in a cut-down 525, and someone in their 40s paid over 400K for a 330 “Yaoye”—both were tears of the times.
But even with all those terrible things happening at the same time, $BTC is still holding steady at 63K, and $ETH is still steady at 1800+. Good morning.