Golden Finance reported that Rekt Capital disclosed data showing that in the 2015-2017 cycle, Bitcoin reached its peak 518 days after the halving; in the 2019-2021 cycle, Bitcoin reached its peak 546 days after the halving. If history repeats itself, the next bull market peak will occur 518-546 days after the halving, which means that Bitcoin may reach its peak in mid-September or mid-October 2025 in this cycle. Earlier this year, Bitcoin's cycle accelerated by 260 days. However, due to the consolidation over the past three months, the acceleration rate has decreased significantly, currently at around 150 days. The longer the consolidation period after the halving, the better the resynchronization effect of the current cycle with the traditional halving cycle.

Data Golden June 13th, according to reports, the standard type of DDRAM is experiencing an unprecedented supply-demand imbalance at the 'supercycle' moment, the shortage of DDR3 capacity is even more serious, as major manufacturers such as Samsung exit DDR3 manufacturing. However, the demand for DDR3 in terminal devices such as AI and edge computing continues to increase, with the capacity of single devices increasing linearly, which will trigger a surge in DDR3 prices. Industry analysis indicates that with the continued fermentation of the production reduction effect of major DRAM manufacturers, the price of standard DDRAM has risen all the way from the second half of 2023 to now, and the upward trend is still expected in the future. The price of niche memory such as DDR3 will lag behind standard DDRAM by one to two quarters, for manufacturers such as Nanya, JHICC, and Yuchuang who focus on DDR3, the benefits of the price increase of DDR3 will gradually become apparent in this quarter and the next quarter.

Pada tanggal 30 Juni, analis JP Morgan menunjukkan dalam sebuah laporan bahwa mengingat bahwa biaya penambangan cenderung menjadi dasar harga Bitcoin, halving dapat menyebabkan harga Bitcoin melonjak antara $40.000 dan $45.000. Karena dengan penurunan hadiah, biaya penambangan untuk penambang akan naik menjadi sekitar $40.000.