The AI Storage Tectonic Shift: Why July 21 Was Not a Bounce But a Repricing of an Entire Sector
July 21, 2025, 10:14 AM EST — The tape is bleeding green on storage names....
micron related articles
July 21, 2025, 10:14 AM EST — The tape is bleeding green on storage names....
Extreme Fear
Market Sentiment
Improves data availability sampling efficiency
Block reward halving event
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Team and early investor shares released
92 million ARB released
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$66,276.1 |
| 1 |
Ethereum
ETH
|
$1,922.52 |
| 1 |
Solana
SOL
|
$78.03 |
| 1 |
BNB Chain
BNB
|
$573 |
| 1 |
XRP Ledger
XRP
|
$1.14 |
| 1 |
Dogecoin
DOGE
|
$0.0733 |
| 1 |
Cardano
ADA
|
$0.1728 |
| 1 |
Avalanche
AVAX
|
$6.55 |
| 1 |
Polkadot
DOT
|
$0.8472 |
| 1 |
Chainlink
LINK
|
$8.62 |