The storage trend is spreading from US stocks to crypto. First, on the US stock market, SanDisk surged 94% in a month to a record high, while Micron, Western Digital, and Seagate all saw significant gains. The core transaction logic is simple: AI not only consumes computing power, but also consumes storage at an alarming rate, with its production capacity for 2026 almost fully booked. Then the funds began to conveniently map onto the "stored narrative" on the chain, and the stocks collectively rose. But the differences are also obvious. In the US stock market, stocks with market capitalizations of hundreds of billions are rising every day, even constantly hitting new highs; in the crypto, despite the storage narrative, it is still very difficult for coins with market capitalizations of a few hundred million to rise, and a 10% increase is considered a big green candle. Both are AI storage technologies, but one is priced as a core asset, while the other is still just a concept. ThankUcrypto (熬鹰) has already started shill FIL. Is this the start of a new "storage boom"?