2025-12-24 09:20:48

The future opportunities in the storage industry still fundamentally depend on the original manufacturers.

Looking at next year's profit growth potential, it could be 5 times, 10 times, or even more. But what is the prerequisite? Don't fall into the trap of hype around modules anymore; that mindset should have been abandoned long ago.

A review of the 2019 lithium battery boom makes it clear—profitable projects must have mines. The current storage market follows the same principle: the core logic is **must have chips**.

Only a complete industry chain from raw materials to chips can support the real growth in this cycle. The era of simply hyping concepts and modules is over. Those who control core chip production capacity are the true winners in this cycle.

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NftDeepBreather

· 6h ago

Another set of arguments claiming "Must have chips," which has become tiresome. The real question is, how many people can actually get hold of those who control the production capacity?

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fren.eth

· 6h ago

Talking again about the necessity of having chips, this logic has been outdated for a long time. The key question is who truly controls the production capacity.

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POAPlectionist

· 6h ago

It's that same "must have a chip" logic again. The reasoning is correct, but it's getting old. The real players who can actually control production capacity are just a few, retail investors still have to follow the trend.

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HashBrownies

· 6h ago

Here we go again with the "must have a chip" talk, feels like I heard this back in 2019 haha

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tx_or_didn't_happen

· 6h ago

It's the same old story... You can only win with chips, but the question is, who truly controls the production capacity?

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VitalikFanboy42

· 6h ago

Still dreaming of getting rich quickly with modules, it seems many newbies haven't woken up yet.

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MidnightGenesis

· 6h ago

On-chain data shows that projects without chip production capacity have not had any activity since their contract deployment, as expected. We've heard the phrase "return to the original factory" too many times, but from the code, it indeed seems to be the case.

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