Market anxiety isn't about whether the pool is big enough, but whether the inflow rate can outpace the outflow rate?

Backed by strong cash flow, pouring hundreds of billions into AI, the market seems to applaud the "spending spree." Will this be different from the metaverse?

Behind the Q4 earnings report lies the new captain dismantling the previous "technological utopia" with "layoffs" and "divestitures," betting on the 18A process to carve out a path to survival.

The current market stability is, in essence, a mathematical equilibrium that has not yet reached the critical point necessitating withdrawal, rather than being deliberately propped up by macro narratives.

Q4 earnings were almost "flawless," but by halting buybacks and going all-in, Netflix has embarked on a long-term game of trading cash flow for an IP moat.

From Silicon Valley titans to the "White House AI and Crypto Czar," they provide a comprehensive assessment of business, politics, and technology for 2026.

We gathered the genuine thoughts (and portfolios) from frontline builders, broke them down into word clouds, and fed them to ChatGPT, Gemini, and DeepSeek.

As narratives move towards realization and certainty welcomes new variables, structural opportunities for U.S. stocks/tokenization/Web3 may be emerging in 2026.

Under the fire of war, there is nothing new. If the "Monroe Doctrine" can indeed "violently reset" Venezuela, which sectors such as defense and energy will reap excess dividends?

Meton MSX has made the leap from “innovative idea” to “a stable, operating global RWA infrastructure”.

2025 will be a year in which capital, institutions, technology and politics accelerate simultaneously and squeeze each other.

The company reduced its holdings in tech giants by over $2 billion, liquidated its gold and emerging market exposure, and instead increased its holdings in large-cap US stocks and select tech stocks.

The introduction of the "23-hour system" at this juncture is not a gesture of consideration for Asian traders, but rather a step towards seizing global liquidity dominance.

Whether the actors on stage are Hassett or Walsh may determine the direction of the plot, but the overall director of this show has firmly become Trump.

This time, TradFi did not hesitate at all, and Nasdaq is making a full-fledged push for SEC approval of "stock tokenization".