# Storage Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Storage", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

AI Saved a Group of New Energy Investors

The article "AI Saves a Group of New Energy Investors" details a remarkable turnaround in the green energy investment sector, driven by its convergence with artificial intelligence infrastructure. After a prolonged downturn marked by valuation slumps and funding cold spells since 2022, the sector has experienced a dramatic resurgence in 2026. This shift is attributed to new policies, particularly the "AI-Energy Synergy" national strategy, which mandates green power and energy storage systems for new large-scale computing centers. This redefines green electricity and storage from traditional manufacturing into core, indispensable assets for AI's operational backbone, creating a new narrative where "computing power equals electricity, and green power equals assets." This paradigm change is reflected in surging market performance. Power stocks like Datang Power have seen massive gains, and green energy ETFs have recorded significant capital inflows. The IPO market is also active, with companies like Sige New Energy listing successfully. Investment and financing have accelerated sharply, with major expansion projects and large-scale IPOs like China Resources New Energy's record-breaking offering. Notably, some top projects have seen valuations rebound by approximately 60%. The article highlights that the previous industry trough became a prime investment window. With AI-driven demand predicted to create massive power shortfalls (e.g., a projected 55GW gap for data centers), sectors like energy storage, grid upgrades, and green power are seeing explosive growth. Investors are now prioritizing areas like power management, large-scale storage, virtual power plants, and supporting technologies like liquid cooling—the "pick-and-shovel" plays of the AI infrastructure boom. Examples like KKR's highly successful investment in cooling company CoolIT Systems underscore the lucrative opportunities. In conclusion, the integration with AI has sparked a fundamental revaluation of new energy assets. For investors who endured the sector's低谷, a harvest season has arrived, with the broader investment upswing seemingly just beginning.

marsbit05/20 11:53

AI Saved a Group of New Energy Investors

marsbit05/20 11:53

Silicon Valley Wang Chuan: How Can You Not Feel Anxious When the Neighbor Lao Wang Earned 30x by Investing in Storage Stocks?

The author explores anxiety, attributing it to the amygdala's stress response, and suggests writing down worries to shift control to the rational prefrontal cortex, easing anxiety more effectively than mere reassurance. The piece then examines a source of financial anxiety in May 2026: a 150% surge in the Philadelphia Semiconductor Index, with storage stock SNDK skyrocketing 38x. The author analyzes the underlying logic behind this boom, tracing it to soaring valuations of AI startups like Anthropic (Anth). Anth's reported $400 billion ARR is scrutinized, revealing that cumulative revenue since founding is only about $108 billion, with the company still losing billions monthly and relying on continuous funding (having raised $723 billion). The author contrasts Anth's $1+ trillion valuation speculation with Berkshire Hathaway's fundamentals ($3.7 trillion revenue, $669 billion profit, $4 trillion cash, $1 trillion market cap), questioning the belief that a loss-making, funding-dependent startup could be worth more than the established giant. The narrative concludes by linking the massive valuations of Anth and OpenAI to a surge in AI industry capital expenditure (capex), which in turn fueled the storage sector's prosperity, setting the stage for a further discussion.

marsbit05/11 11:23

Silicon Valley Wang Chuan: How Can You Not Feel Anxious When the Neighbor Lao Wang Earned 30x by Investing in Storage Stocks?

marsbit05/11 11:23

US Stock Storage Fever Spreads to Crypto for the Third Time, VVV Leads 'AI Data Infrastructure' Sector Gains

U.S. stock storage rally spreads to crypto for the third time, with VVV leading the 'AI data infrastructure' sector. On May 11, Venice Token (VVV) surged 17.63% with $65.05M volume, followed by Chainbase, SQD, and Vana, rising 5-8%. This mirrors gains in U.S. storage stocks like SanDisk and Micron. The crypto AI narrative is shifting. The initial wave (May 6-7) saw pure storage tokens like FIL, AR, and STORJ rise, driven by spillover from the U.S. storage chip boom. The second wave saw broader DePIN sector gains. The current third wave has moved beyond pure storage to broader "AI infrastructure." VVV, a decentralized AI inference platform, leads due to its own catalysts like a token burn mechanism and partnership news, alongside the broader market trend. Notably, traditional storage tokens showed minimal gains (<4%) on May 11, indicating the rally is becoming more selective, focusing on projects with specific narratives like AI data or compute. The pattern suggests the sector rally may be in a later stage, with sustainability depending on whether the U.S. storage chip boom continues.

marsbit05/11 10:58

US Stock Storage Fever Spreads to Crypto for the Third Time, VVV Leads 'AI Data Infrastructure' Sector Gains

marsbit05/11 10:58

Cardano Gets Filecoin-Backed Storage Upgrade

Cardano's ecosystem has integrated a significant storage upgrade through a collaboration between Blockfrost and Filecoin. This new premium storage tier offers Cardano builders a decentralized, verifiable backup solution without requiring any changes to their existing workflows. The integration, which was initially announced in late 2024, has now been productized, providing enhanced data resilience for applications on Cardano. Charles Hoskinson endorsed the move, welcoming Filecoin as "one of the OGs" to the ecosystem. The service leverages Filecoin's decentralized storage network to strengthen app reliability and underscores a commitment to decentralization by coordinating two major layer-1 blockchain ecosystems.

bitcoinist04/23 06:02

Cardano Gets Filecoin-Backed Storage Upgrade

bitcoinist04/23 06:02

Over 23,000 Bitcoin Worth $1.6 Billion Pulled From Exchanges, Where Are They Headed?

A crypto analyst, Crypto Patel, has reported a major withdrawal of 23,483 Bitcoin (worth $1.66 billion) from exchanges on March 23, with Binance experiencing the largest outflow. This has reduced total Bitcoin exchange reserves to 2.7 million BTC—the lowest level since April 2018. Patel suggests that these movements, likely by large holders (whales) moving assets into cold storage, signal a bullish outlook rather than an intent to sell. He compares low exchange supply to an empty shelf: when demand rises, prices can surge rapidly. Historically, such low reserves have preceded significant Bitcoin price increases, like those in 2020 and 2024.

bitcoinist03/28 19:32

Over 23,000 Bitcoin Worth $1.6 Billion Pulled From Exchanges, Where Are They Headed?

bitcoinist03/28 19:32

CoinSwitch Launches Digivault to Address Growing Demand for Crypto Custody

CoinSwitch has launched Digivault, a new custody solution designed to meet the growing global demand for secure cryptocurrency storage for both retail and institutional investors. The platform focuses on safeguarding digital assets by reducing the risk of loss and providing secure access. This initiative is part of CoinSwitch’s broader strategy to enhance digital asset management infrastructure amid increasing crypto adoption. The company emphasizes that reliable custody services are essential as more institutions seek exposure to digital assets, requiring protection for private keys and compliance with evolving regulations. Digivault aims to build investor trust and support broader market adoption by offering a secure, regulation-compliant storage system that ensures both security and operational efficiency.

TheNewsCrypto03/17 13:04

CoinSwitch Launches Digivault to Address Growing Demand for Crypto Custody

TheNewsCrypto03/17 13:04

Bermuda Government Uploads Public Datasets to the Filecoin Network

The Government of Bermuda, in collaboration with the Filecoin Foundation (FF) and Internet Archive, has launched an initiative to upload its public datasets to the Filecoin network. This effort, part of the "Democracy’s Library" project, aims to enhance the resilience, transparency, and verifiability of critical public information. Over 1PB of government data, including materials from the U.S. End of Term Web Archive and the Aruba Collection, is already stored on Filecoin. Bermuda’s initial datasets include key labor market publications, with plans to add more. The decentralized storage approach eliminates single points of failure, ensures data integrity through cryptographic verification, and supports long-term preservation. This move reinforces Bermuda's commitment to digital innovation and robust public infrastructure.

marsbit01/29 06:14

Bermuda Government Uploads Public Datasets to the Filecoin Network

marsbit01/29 06:14

January 29 Market Summary: Fed Holds Rates as Expected, Storage Sector Continues Bull Run

Federal Reserve Holds Rates Steady, Removes "Labor Market Weakness" Language On January 29, the Federal Reserve kept the federal funds rate unchanged at 3.50%-3.75%, as expected. A key change in the policy statement was the removal of the phrase citing "greater risks from labor market weakness than from accelerating inflation," signaling a more balanced view between employment and inflation goals. Chair Powell indicated rates are "well positioned" and that the Fed is in a wait-and-see mode, with the next rate cut not expected until June or September. U.S. stocks were mixed. The S&P 500 rose 0.41% to a record high near 7000, while the Dow fell. The storage sector continued its historic bull run, with stocks like SanDisk and Micron hitting new highs, driven by intense AI data center demand causing an industry-wide supply crunch and price increases. Gold broke above $5,250/oz, marking a 20% monthly gain. Silver experienced high volatility, soaring to $115.8 before paring gains to close nearly flat after regulators raised margin requirements and funds suspended creations, highlighting speculative excess. Cryptocurrencies saw consolidation; Bitcoin traded around $89,273. The perpetual futures platform Hyperliquid (HYPE) was a standout, surging 17% on regulatory optimism. The market is balancing two narratives: political risks fueling metals and AI demand driving tech. Key risks include overheated silver prices, potential gold corrections, stretched valuations in AI-related stocks, and uncertainty over the next Fed Chair's policy direction.

marsbit01/29 01:47

January 29 Market Summary: Fed Holds Rates as Expected, Storage Sector Continues Bull Run