jakiro
- Investment Research
- November 17, 2025
- 23 views
Is there a bubble in AI?I’m afraid this logic can explain it clearly.
Author: Zhang Feng The current field of artificial intelligence, especially generative AI, is experiencing an unprecedented prosperity.Financing amounts have hit new highs repeatedly, product iterations are changing with each passing…
- Investment Research
- November 17, 2025
- 22 views
Bitcoin gave up all its gains this year, and the crypto bear market continues to deepen
Xiao Yanyan, Jin Shi Data After hitting all-time highs just over a month ago,Bitcoin has now given up more than 30% of its gains since the beginning of the year.The…
- Investment Research
- November 17, 2025
- 27 views
Financial markets continue to slump. Should we worry about a drop?
Author:Anthony Pompliano, Founder and CEO of Professional Capital Management; Compiled by: Shaw Bitcoin Vision Financial markets have been bleak recently.Tech stocks, Bitcoin and many other investment assets are mired in…
- Investment Research
- November 17, 2025
- 26 views
Is Bitcoin about to break up with “cryptocurrencies”?
Author:Thejaswini, source: TokenDispatch Preface You should know that I talk about this a lot—its philosophical underpinnings, its history, and the intricate agreements humans make to assign value to a piece…
- Investment Research
- November 14, 2025
- 22 views
Wintermute: The asymmetric impact of BTC’s correlation with Nasdaq
Author: Jasper De Maere, Source: Wintermute, Compiler: Shaw Bitcoin Vision Key takeaways Bitcoin prices continue to correlate with stock market movements.The correlation remains high, but Bitcoin reacts more strongly to…
- Investment Research
- November 14, 2025
- 20 views
RWA’s main battlefield?What is the underlying business logic of stock tokenization?
Author: Sha Jun, Guo Fangxin In June this year, Robinhood announced that it would provide tokenized U.S. stock and ETF trading to European users, and provide users with a product…
- Investment Research
- November 14, 2025
- 24 views
How Polymarket uses “mechanism” to cast “probability”
Author: Movemaker; Source: X, @MovemakerCN Classifying Polymarket as a speculative platform is a serious misunderstanding.Its core function is to compress and securitize human collective judgments of future events into a…
- Investment Research
- November 14, 2025
- 20 views
Gold vs. Bitcoin: Who is in charge of the “offensive and defensive paths” in the investment portfolio?
Author: Divine Grace Digital gold stands out, while traditional gold is as stable as Mount Tai.Complementarity is the way to go. I met a fund manager from a traditional financial…
- Investment Research
- November 13, 2025
- 19 views
Why Tether behaves more like a central bank than a stablecoin
Author: Bradley Peak, Source: Cointelegraph, Compiler: Shaw Bitcoin Vision Summary of key points Tether’s balance sheet is dominated by treasury bonds and repurchase agreements, holding $181.2 billion in reserves, $174.5…
- Investment Research
- November 13, 2025
- 20 views
End of shutdown = market rebound?The performance of US stocks and BTC after previous government restarts
Author: David At 5 a.m. on November 13, Beijing time, a government shutdown crisis that lasted for 43 days and set a record in American history was about to come…
