Equity for Tokens: A Promise or an Empty Check?

From late 2025 to the first half of 2026, as other tracks (such as high-valuation growth, cyclical, and pure narrative themes) fade, while AI Capex continues to exceed expectations and semiconductor and data center-related stocks significantly outperform, market consensus will truly form — “AI is no longer just one of many themes, but the absolute main narrative of global capital markets.”

Hartnett believes the bond market is becoming the biggest threat to the AI bull market. If the bond market breaks down and forces the Federal Reserve to raise interest rates, it will trigger a new round of deleveraging in risk assets.

What can withstand market sentiment at 11 PM at night are only the rules written on ordinary days.

The Crown Jewel of China -- DRAM Chips.

Investing $1 billion in Naver, which is currently pushing forward with the acquisition of Upbit.

Young South Koreans leveraged to "bet the house," only to end up bankrupt.

So this is how Bloomberg and WSJ's so-called "insider sources" come about.

The DRAM supply-demand gap persists, and CXMT benefits from the dual advantages of "rising prices and volumes" coupled with "domestic substitution."

Tech and momentum positions are far from being cleared. Coupled with multiple pressures from geopolitics, tariffs, and interest rates, high volatility will persist in the third quarter.

MSX founder: intends to acquire Bitmart, will promote zero fees for spot and futures trading.

Everyone is anxious at this stage, eyeing their own plate while watching what’s in the pot.

交易所倒闭潮还在继续，下一个会是谁？

最快下周，美国参议院多数党领袖拟就 Clarity 法案举行投票。

EIGEN、FF、KMNO本周有大额解锁。

2026 年的加密市场不再由单一叙事驱动，而是在多个细分领域寻找产品市场契合度。