News

On June 19, spot silver fell below $65 per ounce for the first time since June 11, with a daily decline of 1.05%. (Jin Shi)

Odaily reported that "White-haired stock god" Serenity posted on the X platform, stating that three months ago the market held a generally bearish outlook on the storage sector, yet since then, multiple storage-related assets have seen significant increases: 1. Micron Technology: $380 → $1,122 (+195.26%); 2. SanDisk: $565 → $2,155 (+281.42%); 3. MSCI: $132 → $219 (+65.91%); 4. SK Hynix: 849 thousand KRW → 2.685 million KRW (+215.5%); 5. Samsung Electronics: 172 thousand KRW → 362 thousand KRW (+110.7%). Serenity added that if the market starts seeing highly extended optimistic predictions such as "Samsung will become the world's most profitable company in 2028," investors may need to try to think independently and break away from the current narrative framework—for example, similar to previous theme rotations like "oil, LNG, helium, Iran." At present, similar logic may be unfolding in the optics/photonics sector. Photonics and storage are two core themes and possibly still in the "early stage of a super cycle."

According to Odaily, based on SoSoValue data, on June 18th (EST), the daily net inflow into SOL spot ETF was $2.9895 million. Yesterday, only the Bitwise Solana Staking ETF (BSOL) saw a net inflow, with a daily net inflow of $2.9895 million, and the current historical total net inflow has reached $892 million. As of press time, the total net asset value of SOL spot ETFs is $794 million, with the SOL net asset ratio at 1.96%, and the historical cumulative net inflow has reached $1.131 billion.