Navigating Global Asset Allocation in the Second Half Under the Twin Themes of Trade Friction and AI.

There will not be more successful crypto startups.

"My basic analogy for Hyperliquid is Tether to Circle. The non-KYC or international market in crypto is very large and can absolutely support a massive network."

The contrarian strength of AAOI on June 4 should not be interpreted as a counterexample to AI valuation concerns, but rather as an early signal that the market has begun to engage in "differentiated pricing" within the AI sector.

To understand how NVIDIA uses capital to weave the AI ecosystem, one must start with the "three-track architecture" of its investment system.

For the A-share optical module sector, a statement from CEO Hock Tan regarding the AI networking business during the earnings call may have been more damaging than the overall AI guidance.

The surface narrative is bearish, but the underlying fundamentals are steadily growing.

a16z could potentially list for trading between 2028 and 2030, fundamentally rewriting the rulebook for the entire VC industry.

Admitting crypto is on a downward path doesn't mean the stock market is a safe haven.

Ten-Bagger Dell: The Dual Pricing Power of AI and the White House.

Who would have thought, Reddit’s own stock $RDDT is also benefiting.

The HYPE token has risen approximately 150% year-to-date, significantly outperforming Bitcoin over the same period.

Bitcoin, stablecoins, and blockchain will survive, while many token ecosystems will disappear.

In every past cycle, there have been so-called ETH killers, but many were just vaporware. The problem now is that someone has finally built a car that looks cooler and runs faster.

Don’t count on a classic altseason; only selective narratives may see strong performance.