Looking at the trading volume of U.S. stock-related assets on Binance, it seems that crypto folks are more inclined toward storage rather than CPO. This might be due to the timing of when crypto enthusiasts transitioned to stock trading—most started shifting from crypto to stocks around late May to early June. The catalyst was the sudden popularity of the 'white-haired stock god' Serenity and Binance's main platform opening up U.S. stock trading. For those who entered during that period, buying storage assets still had decent profit potential, while CPO happened to be at a short-term peak range (this has nothing to do with A-shares; the short-term peak range for CPO in A-shares lagged behind, and the pure optical module peak in A-shares lagged even further). As a result, there wasn’t much of a "happy time" for CPO buyers. Interestingly, storage-related assets have more distinct technical indicators compared to CPO, especially during downturns, making it easier to trade in waves. Now, the question to consider is: from a trend perspective, will storage or CPO have more opportunities in the future? Here's a quick thought record: from a trend perspective, I might lean toward looking for opportunities to position in CPO in the second half of the year. Why? Because CPO has undergone more intense corrections compared to storage, and the real future volume growth hasn’t started yet (this is uncertain, but it’s also an opportunity). Storage, on the other hand, is too predictable—long-term contracts are increasing, so perhaps it’s better suited for wave trading?