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If February felt a little noisy, that's because it was. Between governance wars, L2 sovereignty plays, and TradFi quietly treating Ethereum like a production database, the month served up a reminder t...

February 2026: The Cycle Turns From Hype To Structure

"This year, no customer's demand can be fully met." South Korean chip giant SK Hynix stated that its current DRAM and NAND inventory is only about four weeks' worth, at historically low levels. From cloud providers like Google and Microsoft to AI companies like OpenAI, and consumer electronics manufacturers, all customers are unable to obtain sufficient supply.

Price increases are inevitable. Starting in the third quarter of 2025, SK Hynix will raise HBM3E prices by 15%-20%, and DDR5 16Gb chips will see a monthly price increase of up to 102%. From November onwards, all product categories...

South Korean youths who spend all night trading cryptocurrency have plunged headlong into Samsung and SK Hynix.

By Eric, Foresight News
Original title: The company Wall Street is most pessimistic about is actually a leading cryptocurrency stock.
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The Financial Times' Alphaville column published an article on February 24th titled "Mirror mirror on the wall, what is the most shorted s..."