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A quick news flash, those who understand will get it. Changxin Storage directly rejected Apple's price reduction request, quoting prices in line with Samsung and Hynix — this is more worth pondering than the price increase itself. In the past, the terminal giant (Apple) called the shots, and suppliers could only be squeezed on price; now the storage manufacturer dares to say "no" to Apple, indicating that pricing power is shifting from buyers to sellers. Coupled with memory shortages expected until 2027 and production capacity sold out in advance, this is a solid supply-side narrative. The spillover logic to the crypto world is: the market is re-pricing "hard assets with real supply and demand support," while assets like $BTC , driven purely by narrative, are being neglected in the short term. Let's watch and see if this wave of money eventually flows back into crypto.