teknologi-blockchain

BlockBeats News, July 5th - In its latest report, Nomura Securities believes that the core contradiction in the current global storage industry is still a serious supply shortage, and the AI-driven structural demand growth has not peaked yet. Recently, investors' concerns about oversupply have been significantly overblown, and the market's overly reactive response may provide a window for the storage sector to reevaluate its valuation. In the report, Nomura Securities bluntly stated that market concerns have been greatly exaggerated. The semiconductor investment-to-actual capacity conversion cycle is extremely long, with South Korea's investment plan of up to 48 trillion Korean won taking at least 5 to 10 years to translate into actual capacity. Furthermore, the high-profit HBM (High Bandwidth Memory) is squeezing general storage capacity, leading to a severe supply shortage in the market. Nomura Securities emphasized that Meta's decision is by no means a turning point for the reduction of AI-related hardware demand. Instead, due to the current shortage of computing power, resulting in a rising trend in single Token prices, Meta's computing power entry into the market is expected to help stabilize Token prices downward.

ChainCatcher reports, according to Coinglass data, the current Cryptocurrency Fear and Greed Index is 24, up 3 points from yesterday. The 7-day average is 17, and the 30-day average is 16.

BlockBeats News, July 5th, Glassnode revealed in a post that its on-chain metric, the Hyperliquid Entry Price Heatmap, can display traders' specific entry prices. Currently, a large number of long positions in the $72,000 to $76,000 range and short positions established around $60,000 are both facing unrealized losses, creating high vulnerability in the Bitcoin market to both upward and downward movements. Price fluctuations may further trigger cascading liquidations.