币圈舅舅

From a surge of 2600% to a collapse of 86%, the hottest trades in the crypto circle have turned into a disaster.
What was once considered one of the best trades in the stock market at the beginning of the year has, in just a few months, become one of the worst investments.

Many publicly listed companies once thought they had discovered a perpetual money-making machine: using company cash to purchase Bitcoin or other digital tokens would cause stock prices to soar, with increases even exceeding the value of the purchased tokens.

This strategy was pioneered by Michael Saylor, who transformed his company Strategy Inc. into a publicly listed Bitcoin holding platform. In the first half of 2025, over a hundred companies emulating Saylor benefited from it.

On one side, domestic GDP has plunged by 1.8%, and government bond yields have hit a 16-year high; on the other side, Prime Minister Kishida Fumio is still making strong statements in parliament, refusing to bow to China. This severe political and economic rift is pushing Japan in what direction? As the Bank of Japan is forced to signal interest rate hikes, the stock market has plummeted by a thousand points, and the panic in Japanese society has reached its peak. Why are Japan's elite choosing to collectively 'rebel' and line up to seek help from China in the face of the mess created by Kishida Fumio?

Black Swan Arrives - A Moment of Terror for the Japanese Market
According to the latest data from Kyodo News and Bloomberg on December 2, the Japanese financial market experienced 'Black Monday,' suffering a double blow from renewed interest rate hike expectations and concerns over fiscal deterioration, leading to a complete collapse of the Japanese bond, stock, and currency markets.

Is the biggest narrative in the global capital market at the end of the year: Is the artificial intelligence bubble really going to burst?

From going all in on AI at the beginning of the year to worrying about the bursting of the AI bubble by the end of the year, the narrative around artificial intelligence has indeed changed over the course of a year.

NVIDIA, the most powerful company in the field of artificial intelligence, has shown a significant adjustment after its market value surpassed five trillion dollars. Although the third quarter performance remains impressive, it still cannot withstand a drop of over 10% from its peak market value, and the performance of other related companies is similar.

The market is filled with various bubble theories.

On the 23rd, representatives from the United States, Ukraine, the European Union, and the UK, France, and Germany held talks in Geneva, Switzerland regarding the U.S. proposal to end the Russia-Ukraine conflict with a new '28-point' plan. Analysis indicates that the rare joint stance after the U.S.-Ukraine talks still fails to mask the key differences in each party's position.

U.S. Secretary of State: Talks were 'productive' but still need to be pushed forward.

Representatives from the United States and Ukraine concluded talks in Geneva, Switzerland on the evening of November 23 regarding the U.S. proposal for a new '28-point' plan to end the Ukraine crisis. U.S. Secretary of State Rubio stated that the talks were 'productive' and mentioned that 'the currently unresolved matters are not insurmountable.'

On November 20, the Attorney General of Missouri, Hannah Wei, suddenly emerged to announce that she would push forward a lawsuit that had long been regarded as a 'stalled case' by various parties. She publicly stated that she had requested the Trump administration and the U.S. State Department to formally notify China to comply with a federal court ruling. In other words, China is being asked to pay back 'principal and interest.'

Sudden attack! The U.S. wants China to pay 170 billion, Trump remains silent, Nvidia's market value evaporates by a trillion.
This case dates back to 2022. At that time, Missouri directly targeted China under the pretext of the COVID-19 pandemic, filing a lawsuit in federal court seeking $25 billion in damages, equivalent to about 170 billion yuan, and noted that it could be enforced through the seizure of Chinese assets. By March 2025, the local federal court surprisingly ruled that Missouri 'won the case,' but since then, no one has dared to actually enforce this ruling.