[Anselm: Micron's financial report may push its stock price to a new high and become the top of the "storage market" in the coming months] BlockBeats news, on June 24th, crypto KOL Anselm posted that he believes Micron (MU)'s financial report may exceed expectations and drive the stock price to a new high, which may become the top of the "storage market" in the coming months. The seven tech giants have recently weakened significantly and fallen back from a high point, while the storage and semiconductor sectors have been supporting the market. Previously, its misjudgment of SpaceX's strong performance before the first major unlocking was another signal of market retail buying fatigue in its view. If SpaceX continues to fall below the opening price of $150, it will reduce its related positions. On a macro level, Anselm stated that concerns about interest rates and inflation are real, but he believes that Kevin Warsh's cancellation of forward guidance is to allow the Federal Reserve to respond based on market activity, rather than to appease the market in advance. If the inflationary shock brought by the Strait of Hormuz proves to be temporary and the market weakens at the same time, the Federal Reserve may turn around. This means that there is a cooling window in the market from now until the next Federal Reserve meeting at the end of July. In terms of encryption, Anselm stated that the cryptocurrency market has performed poorly in the past two years, but is currently in a good position. If open-source AI and decentralized reasoning become popular narratives, Solana may be one of the best deals in the next 12 months. Ansem stated that concerns related to MicroStrategy regarding Bitcoin are real, and the paired trading of long BTC and short MSTR looks good. Bitcoin is currently in an important position, including near the pre-2021 high and 200 week moving average. If $60000 holds and MSTR falls below support, it will be a good signal for the formation of a long-term bottom. Anselm overall believes that the market may rise today, followed by a sell-off at the beginning of the third quarter. Investors may still have the opportunity to buy BTC around $60000 and SOL around $60, and believe this will be a bear market low. [Original link]