Binance Alpha will launch the Canopy (CNPY) airdrop on September 7.

Serenity issued a reminder that the fundamental driver of the storage shortage has not changed, and may even grow more acute. The market rotates between different bottleneck sectors, but the companies themselves remain unchanged—what shifts are valuations and market narratives. Serenity added several pieces of evidence that the storage supply-demand gap could be wider than market expectations: Nikkei reported Japanese distributors saying the storage demand gap has hit 40% to 60%, with prices potentially rising another ~50% by year-end; SpaceX’s capital expenditure, excluded from the ~$1.3 trillion total for hyperscale cloud providers, may push overall spending beyond projections; SanDisk’s 80% gross margin is expected to hold through 2030; and order visibility for Samsung and other firms has extended to 2031. Serenity emphasized that storage stocks are highly volatile, with some of its positions boasting over 270% in unrealized gains, making them easier to hold. However, a company’s operating fundamentals often do not align with short-term stock prices. The same logic applies to other bottleneck segments such as optical modules, CW lasers, and substrates. After stock price rebounds, investors should not assume the shortage is over. Storage prices and supply-demand structures remain tight, while market sentiment and valuation narratives are rotating rapidly.

Serenity issued a reminder that the fundamental factor driving the storage shortage has not changed, and may even grow more acute. The market rotates from one bottleneck sector to another, but the companies themselves remain unchanged—what shifts are valuations and market narratives. Serenity added several pieces of evidence suggesting the storage supply-demand gap could be wider than market expectations: Nikkei reported that Japanese distributors stated the storage demand gap has reached 40% to 60%, with prices potentially rising by around 50% by year-end; SpaceX’s capital expenditure, excluded from the ultra-large cloud service providers’ roughly $1.3 trillion total capex, may exceed forecasts; SanDisk’s 80% gross margin is projected to hold through 2030; order visibility for firms like Samsung has extended to 2031. Serenity stressed that storage stocks are highly volatile. It holds some positions with unrealized gains of over 270%, which enables it to hold on more firmly, though a company’s operational fundamentals often do not align with short-term stock prices. The same logic applies to other bottleneck segments including optical modules, CW lasers, and substrates. After stock price rebounds, one should not assume the shortage has ended. Storage prices and supply-demand structure remain tight, while market sentiment and valuation narratives are rotating rapidly.

According to Lookonchain’s monitoring, a news trader using wallet address 0xb319 earned an additional $350,000 by capitalizing on news that Binance would list the "Hakimi" contract. After Binance’s announcement, the trader promptly paid 5.5 BNB (≈$4,200) in gas fees to purchase 9.9 million Hakimi tokens at a cost of 264.7 BNB (≈$202,000). The trader subsequently sold 8.39 million Hakimi tokens for $459,000, and currently holds 1.5 million Hakimi tokens valued at approximately $93,300, resulting in a net profit of $350,000 from this trade. To date, the trader’s cumulative gains from news trading have reached $1.78 million.

According to GMGN monitoring, driven by the upcoming Binance contract listing, the BSC-based Meme coin "Hakimi" has surged fourfold in a short period, breaking through a market capitalization of $60 million, with a 24-hour rise of 26.5% and trading volume of $133 million in the same period. BlockBeats reminds users that Meme coin trading is highly volatile, largely reliant on market sentiment and conceptual hype, with no actual value or use cases, and investors should exercise caution regarding risks.

According to HTX market data, privacy token Zcash (ZEC) has surged sharply to reach $1,195, overtaking HYPE and Dogecoin (DOGE) to become the 9th-ranked cryptocurrency by market capitalization, with a current market cap of $19.7 billion.

According to on-chain analyst Ai Yi (@ai_9684xtpa), wallet address GZetT…1J2vq accumulated Solana-based meme token ZCAT (Anonymous Cat) at a low point, turning a $1,419 investment into a $1.57 million profit. The address opened its position six days ago at an average price of $0.00005785, becoming the 4th largest holder of ZCAT. It has now taken 36.6% of its position as realized profit, while still holding an unrealized profit of $1.51 million, for a total return of 100,870%.