The market repeats?The game of the US dollar’s national destiny?
Author: K2 Kai; Source: X, @kaikaibtc In the past few months, I have always seen some questions: “Why does the current market look so awkward? There are constant benefits, but…
jakiro
- Investment Research
- November 26, 2025
- 24 views
MSTR may be eliminated by MSCI, causing conflicts. Small climbers in the currency circle will fight against old climbers on Wall Street.
Long Yue, Wall Street Insights A proposal that MicroStrategy (MSTR) may be removed from the MSCI index has triggered a conflict of ideas between cryptocurrency proponents and traditional financial institutions.The…
- Investment Research
- November 26, 2025
- 43 views
On-chain capital structure in the era of artificial intelligence
Author: Charlie Liu Last Wednesday, at NVIDIA’s much-anticipated financial report, seeing the exciting performance, the stone hanging in the hearts of thousands of investors finally fell to the ground: revenue…
Crypto Crossroads: ETF Flows, Leverage Resets, and Illiquidity
Author: Tanay Ved, Source: Coin Metrics, Compiler: Shaw Bitcoin Vision Summary of key points Recently,Demand from major absorption channels such as ETFs and DATs has weakened, while October’s deleveraging and…
- Investment Research
- November 26, 2025
- 43 views
Is the AI business not profitable?The dawn of DeAI is here
Author: Zhang Feng Artificial intelligence (AI) is undoubtedly the hottest technology trend in the world. AI technology is reshaping all walks of life at an unprecedented speed.However, behind the bustle…
- Investment Research
- November 26, 2025
- 29 views
Short long and long short: leverage peak, extreme positioning and short-term rebound logic
As of November 21, 2025, multiple asset classes such as U.S. stocks, bonds, commodities, and cryptocurrencies are at a highly differentiated critical node.After the market experienced rapid adjustments in early…
- Investment Research
- November 26, 2025
- 30 views
5 Big Sell Signal Myths
As previously introduced by Jiaolian, none of the 30 so-called on-chain top escape indicators indicate a peak, but the market has begun to fall and the trend has reversed, which…
- Investment Research
- November 25, 2025
- 62 views
The probability of an interest rate cut in December has increased, and U.S. Bitcoin stocks may usher in a major rise.
On November 25, the global market received a shot in the arm.Investors who were still worried about a rebound in inflation and another tightening of policy suddenly found that the…
- Investment Research
- November 25, 2025
- 63 views
Three pillars of decentralized social protocols: identity, storage and discovery mechanisms
In the Web2 era, social networks are platform-centric, user data is locked in a closed ecosystem, algorithm recommendations are controlled by giants, and identities are attached to platform accounts.The vision…
Cryptocurrency flight: Why money is leaving Bitcoin
Author: Pillage Capital; Source: X, @PillageCapital; Compiler: Shaw Bitcoin Vision Bitcoin was never the future of money.It is just a battering ram in the regulatory wars.Now that this war is…
