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VIPBTC Rebound Lifts Altcoin Market Sentiment as U.S. Storage Stocks Surge on Price and Volume1. Global liquidity has likely bottomed, supporting BTC's rebound and range-based strategies. The Fed net liquidity Z-score has rebounded from a low of -1.5, while BTC rose 3.5% this week in line with the recovery. Backtests show that grid trading (+2.5%) and buy and hold (+3.0%) outperformed all trend-following strategies. In the futures market, altcoin activity is picking up, with ZEREBRO, FIGHT, and SNDK showing short-squeeze structures. 2. AI capex demand is flowing into the storage hardware sector, with HDD/NAND names outperforming the broader market by nearly 6x on rising prices and volume. MU gained 42.4%, SNDK rose 31.8% with volume up 90%, and WDC advanced 19.8%, far outpacing the NAS100's 7.1% gain. Enterprise storage software names such as NTAP and PSTG rose only 6%–9% and saw volume decline. 3. Implied SpaceX valuations differ by nearly 40% across platforms due to differences in product structure, with Bitget preSPAX offering the lowest-priced entry point. While OKX, Hyperliquid, and Prestocks imply valuations of around $2.01T–$2.35T through contract-based products, Bitget preSPAX is priced at an implied valuation of roughly $1.62T and remains the only RWA spot product backed by underlying equity exposure, with no funding fee holding costs. Assets to watch: BTC, PRESPAX, MU, SNDK, the SUI ecosystem, silver (precious metals CFD)
