---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43444604.md"
description: "The blockchain is replicating the performance seen when US Treasury yields rose in 2018. Back then, the mining boom also triggered storage adjustments in production, leading to shortages; subsequently, electronic mobile phone shipments declined by 4%, and storage prices fell by 50%-80%. This year, mobile phone shipments are down 10%, laptop shipments down 11%, and desktop computer shipments down 28%. Conventional servers are also seeing a decline. AI demand accounts for only 13% of storage.$iShares Bitcoin Trust ETF(IBIT.US)$IShares Ethereum Trust ETF(ETHA.US)$Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Micron Tech(MU.US)$Samsung Electronics (SSNGY.US)"
datetime: "2026-08-17T23:41:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43444604.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43444604.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43444604.md)
author: "[丁真！寄](https://longbridge.com/en/profiles/16808539.md)"
---

# The blockchain is replicating the performance seen…


### Related Stocks

- [IBIT.US](https://longbridge.com/en/quote/IBIT.US.md)
- [ETHA.US](https://longbridge.com/en/quote/ETHA.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [BITI.US](https://longbridge.com/en/quote/BITI.US.md)
- [YBIT.US](https://longbridge.com/en/quote/YBIT.US.md)
- [SBIT.US](https://longbridge.com/en/quote/SBIT.US.md)
- [BTFX.US](https://longbridge.com/en/quote/BTFX.US.md)
- [BTCZ.US](https://longbridge.com/en/quote/BTCZ.US.md)
- [BTCL.US](https://longbridge.com/en/quote/BTCL.US.md)
- [BITX.US](https://longbridge.com/en/quote/BITX.US.md)
- [BITU.US](https://longbridge.com/en/quote/BITU.US.md)

## Comments (13)

- **丁真！寄 · 2026-08-19T18:09:45.000Z · 👍 1**: Walking the old path; rises when US Treasury yields are high $Strategy(MSTR.US)$BitMine Immersion Tech(BMNR.US)$Circle(CRCL.US)
- **沃冂豬扒飯 · 2026-08-18T10:17:18.000Z**: Oh no
- **山上彻野的交易员 · 2026-08-18T01:13:37.000Z · 👍 1**: What does this have to do with rising yields?
  - **丁真！寄** (2026-08-18T01:15:37.000Z): To curb hyperinflation and capital flight, yields must rise.
  - **山上彻野的交易员** (2026-08-18T01:20:42.000Z): These two things happened at the same time back then, but there was no necessary connection?
  - **丁真！寄** (2026-08-18T01:24:14.000Z): It might be okay if it's not in one market
- **打死不买期权 · 2026-08-18T00:44:46.000Z · 👍 1**: It's just capital speculation.
  - **买点瓜子** (2026-08-18T01:54:23.000Z): So transparent, yet still giving money to capital
- **丁真！寄 · 2026-08-18T00:35:04.000Z · 👍 3**: Cloud computing demand in 2016, mining demand from 2017 to 2018, 8G DDR4 was speculated up to 629 yuan before falling by 80%
- **道可道99 · 2026-08-18T00:13:50.000Z**: Born of mother
- **杰聪 · 2026-08-17T23:49:48.000Z · 👍 1**: What does this mean?
  - **丁真！寄** (2026-08-17T23:50:23.000Z): Yields will continue to rise
  - **脆弱的仙人掌** (2026-08-19T22:54:16.000Z): The US Treasury has stepped in. Can it be saved?