Storage chip stocks fall by over 20%, industry shifts towards long-term supply agreements

According to Onchain Lens monitoring, it is suspected that Bharat Krymo wallet has opened a 3x leverage CASHCAT multiple order on Hyperliquid and currently holds 1 million CASHCATs worth 192200 US dollars.

According to Globenewswire, Bitdeer announced an investment of $36 million to build a mining machine manufacturing base in Nevada, USA. The base is expected to produce 10000 units of the SEALINER series mining machines per month and start production within the year.

American Bitcoin (ABTC) announced that it will release its Q2 2026 financial report before the stock market opens on August 3, 2026. The management will hold a conference call and live stream on August 3 at 20:30 (UTC+8) to review the performance results.

Affected by concerns about excessive computing power, storage chip stocks such as SanDisk, Micron, Seagate, and Western Digital have recently fallen by over 20%. The industry contract model is shifting from short-term spot goods to 3 to 5-year long-term supply agreements signed between cloud service providers and AI data centers, which include price ranges, minimum purchase commitments, and customer deposits.

The United States has officially legislated to prohibit the Federal Reserve from issuing CBDCs, becoming the first major economy in the world to implement such a ban. （The Bitcoin Historian）