According to ChainCatcher, analyst Jukan discussed the storage industry cycle, arguing that computing power and storage will move in sync—either both tightening or loosening together—with no scenario where computing power remains scarce while storage turns to surplus. Jukan rejected the logic of shorting storage while going long on hard drives, stating that hard disk cycles are tied to storage cycles and would struggle to maintain safety if the current cycle rolls over.

On pricing, Jukan predicted that storage prices will decline gradually rather than collapse sharply, with local AI-driven demand potentially absorbing supply at various price levels. He noted that if cloud hyperscalers continue pushing storage prices higher, local AI adoption will struggle to spread, but as the AI cycle matures from frontier labs toward open-source solutions, local AI demand could provide price support.

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