红豆加冰
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2.8 Years
X:红豆加冰（@BCAD312_）| 加密领袖投研
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Oracle has collapsed! Is AI leverage about to explode? Bitcoin is caught in the crossfire, and this wave of storm hides 3 key signals.
From the financial truth of the AI frenzy to the resilient turnaround of the real economy, the market's choices are being recalibrated.
In the past 24 hours, the global market has been stirred by a seemingly traditional tech giant—Oracle.
The company's latest financial report shows that to support its AI business, its annual capital expenditure expectation has been significantly raised by $15 billion to $50 billion, with quarterly free cash flow rarely turning to -$10 billion. As soon as the news broke, the stock price plummeted.
This is not an isolated case. Almost simultaneously, Broadcom's stock price fell due to AI revenue growth but pressured gross margins; while the Federal Reserve announced interest rate cuts, the market responded with long-term government bond yields reaching a 16-year high, revealing deep concerns about 'fiscal dominance' and the credibility of the dollar.
In the past 24 hours, the global market has been stirred by a seemingly traditional tech giant—Oracle.
The company's latest financial report shows that to support its AI business, its annual capital expenditure expectation has been significantly raised by $15 billion to $50 billion, with quarterly free cash flow rarely turning to -$10 billion. As soon as the news broke, the stock price plummeted.
This is not an isolated case. Almost simultaneously, Broadcom's stock price fell due to AI revenue growth but pressured gross margins; while the Federal Reserve announced interest rate cuts, the market responded with long-term government bond yields reaching a 16-year high, revealing deep concerns about 'fiscal dominance' and the credibility of the dollar.
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Withdrawal from 66 more international organizations! "America First" is tearing the world order apart.
As Trump's pen swept across the paper, the list of countries withdrawing from international organizations grew like an avalanche, and the cornerstones of multilateralism were being eroded piece by piece.
On January 7, the White House issued a statement announcing that Trump had signed a presidential memorandum declaring the United States would withdraw from 66 international organizations that were "no longer in the interest of the United States." These included 35 non-UN agencies and 31 UN entities.
The list of these organizations is staggering: from the United Nations Population Fund to the Global Counterterrorism Forum, from the United Nations Energy Agency to the International Institute for Justice and the Rule of Law. Just the day before, the United States had announced the suspension of support for the United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA).
On January 7, the White House issued a statement announcing that Trump had signed a presidential memorandum declaring the United States would withdraw from 66 international organizations that were "no longer in the interest of the United States." These included 35 non-UN agencies and 31 UN entities.
The list of these organizations is staggering: from the United Nations Population Fund to the Global Counterterrorism Forum, from the United Nations Energy Agency to the International Institute for Justice and the Rule of Law. Just the day before, the United States had announced the suspension of support for the United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA).
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【Tonight 21:30 Focus on US December Non-Farm Payrolls】
🔍 Market Expectations: Around 60,000 new jobs added, unemployment rate slightly dropping to 4.5%
📉 Weak data → Strengthens expectations of Fed rate cuts, USD may face pressure, stocks could rise initially then worry
📈 Strong data → Cuts in rate cut expectations, supports USD, may weigh on stock valuations
⚠️ Note: Previous period's revision is more important than the new job numbers, potentially changing the assessment of labor market trends.
📊 Key Components to Watch: Growth in average hourly earnings, divergence between unemployment rate and new jobs, labor force participation rate.
🔮 Leading Indicator: November JOLTS job openings dropped sharply, signaling weakened hiring intentions.
💬 Expert Views:
Amy Glaser, Adecco Recruitment: The job market will be stronger by end of 2025 than at the beginning, possibly stabilizing in 2026.
Jose Torres, Interactive Brokers: Market confidence is partly driven by expectations of further monetary easing by the Fed.
📌 This report is the first timely release after the government shutdown, but a 'clean' report may not be available until February 2026.
#NonFarm #Fed #EmploymentData #USD #Gold
🔍 Market Expectations: Around 60,000 new jobs added, unemployment rate slightly dropping to 4.5%
📉 Weak data → Strengthens expectations of Fed rate cuts, USD may face pressure, stocks could rise initially then worry
📈 Strong data → Cuts in rate cut expectations, supports USD, may weigh on stock valuations
⚠️ Note: Previous period's revision is more important than the new job numbers, potentially changing the assessment of labor market trends.
📊 Key Components to Watch: Growth in average hourly earnings, divergence between unemployment rate and new jobs, labor force participation rate.
🔮 Leading Indicator: November JOLTS job openings dropped sharply, signaling weakened hiring intentions.
💬 Expert Views:
Amy Glaser, Adecco Recruitment: The job market will be stronger by end of 2025 than at the beginning, possibly stabilizing in 2026.
Jose Torres, Interactive Brokers: Market confidence is partly driven by expectations of further monetary easing by the Fed.
📌 This report is the first timely release after the government shutdown, but a 'clean' report may not be available until February 2026.
#NonFarm #Fed #EmploymentData #USD #Gold
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January 9, 2026 Market Information
✅️Market Trend
BTC\ETH declined over the past 24 hours, and altcoins generally fell.
All three major U.S. stock indices declined, with the Dow rising 0.55% boosted by defense spending, the Nasdaq dropping 0.44% due to tech stock corrections, and the S&P 500 remaining nearly flat as the market digests the latest labor data.
1⃣ The crypto market plunged collectively on January 8, with Bitcoin briefly falling below $90,000, Ethereum dropping nearly 5%, XRP down almost 8%, and over $415 million in futures liquidations across the network in the past 24 hours, affecting more than 120,000 traders.
2⃣ Prediction market platform Polymarket has partnered with Dow Jones and The Wall Street Journal, integrating its trading data into mainstream institutional news feeds.
3⃣ A trader who previously made $2.07 million on GOAT spent $105,000 betting that the Iranian regime would collapse before January 31.
4⃣ Polygon is nearing completion of its acquisition of Bitcoin ATM company Coinme, with the transaction expected to be between $100 million and $125 million.
5⃣ The $Zcash development team ECC has collectively left, accusing the governance body of straying from the project's mission. The coin has already dropped 21.3% in the past 24 hours, falling to a low of $381.
6️⃣ Bitmine continues to stake 57,600 ETH, with the total staked value approaching $3 billion, as Tom Lee once again demonstrates his conviction through action.
✅️Market Trend
BTC\ETH declined over the past 24 hours, and altcoins generally fell.
All three major U.S. stock indices declined, with the Dow rising 0.55% boosted by defense spending, the Nasdaq dropping 0.44% due to tech stock corrections, and the S&P 500 remaining nearly flat as the market digests the latest labor data.
1⃣ The crypto market plunged collectively on January 8, with Bitcoin briefly falling below $90,000, Ethereum dropping nearly 5%, XRP down almost 8%, and over $415 million in futures liquidations across the network in the past 24 hours, affecting more than 120,000 traders.
2⃣ Prediction market platform Polymarket has partnered with Dow Jones and The Wall Street Journal, integrating its trading data into mainstream institutional news feeds.
3⃣ A trader who previously made $2.07 million on GOAT spent $105,000 betting that the Iranian regime would collapse before January 31.
4⃣ Polygon is nearing completion of its acquisition of Bitcoin ATM company Coinme, with the transaction expected to be between $100 million and $125 million.
5⃣ The $Zcash development team ECC has collectively left, accusing the governance body of straying from the project's mission. The coin has already dropped 21.3% in the past 24 hours, falling to a low of $381.
6️⃣ Bitmine continues to stake 57,600 ETH, with the total staked value approaching $3 billion, as Tom Lee once again demonstrates his conviction through action.
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📊 Reuters Survey: The bearish trend for USD in 2026 remains unchanged!
USD has already dropped nearly 10% in 2025, reaching its weakest level in 9 years. EUR/USD annual targets are 1.19 by mid-year and 1.20 by year-end
Only 17% of analysts are bearish on the euro, while nearly 90% of strategists expect USD net short positions to remain or increase
#外汇市场 #Dollar Index #EuroDollar
USD has already dropped nearly 10% in 2025, reaching its weakest level in 9 years. EUR/USD annual targets are 1.19 by mid-year and 1.20 by year-end
Only 17% of analysts are bearish on the euro, while nearly 90% of strategists expect USD net short positions to remain or increase
#外汇市场 #Dollar Index #EuroDollar
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Technology and economy intertwined, the prelude to global industrial transformation in 2026 has already begun
The memory chip industry, which was in deep trouble a year ago, has now become the hottest gold mine in the AI wave.
At the beginning of the year, the global market hit the 'accelerator': Samsung made a fortune from AI storage, with profits reaching record highs; Elon Musk's xAI secured $20 billion in funding, with a valuation soaring to $230 billion; Trump's few social media posts stirred up the U.S. stock market, sending real estate and defense stocks on a rollercoaster ride; more importantly, the direction of China's economy in 2026 is gradually becoming clear, with opportunities and challenges of the first year of the '15th Five-Year Plan' now laid out before us.
At the beginning of the year, the global market hit the 'accelerator': Samsung made a fortune from AI storage, with profits reaching record highs; Elon Musk's xAI secured $20 billion in funding, with a valuation soaring to $230 billion; Trump's few social media posts stirred up the U.S. stock market, sending real estate and defense stocks on a rollercoaster ride; more importantly, the direction of China's economy in 2026 is gradually becoming clear, with opportunities and challenges of the first year of the '15th Five-Year Plan' now laid out before us.
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In 2026, investing in mental health is investing in yourself.
Here are 10 simple and effective things to do:
Get sunlight → Morning/evening sunlight is best
Eat greens + yogurt → Buy in bulk on Pinduoduo, save money and worry
Free writing → Organize the chaos in your mind, release emotions
Casual cooking → High margin for error, success brings a sense of achievement
Walk 5000 steps + every day → Reduce sedentary habits, stay away from cardiovascular risks
Chat casually with old friends → Push yourself to grow, provide information increments
Play badminton/sports that induce flow → Live in the moment, stop internal struggles
Rewatch favorite movies and shows with your partner → Share relaxing moments
Set stop-loss and take-profit for trading, avoid watching the market too closely → Don't let fluctuations disturb your mood
Regularly review trading logic → Don't get tangled in profits and losses, just organize your thoughts
💡Thinking and Action:
Mental health is not about passively waiting, but actively managing. Choose 1-2 from these 10 simple things and execute them next week. They don't cost money, just require your willingness to start.
❓Questions:
In 2026, what effective methods do you have for maintaining mental stability? What things easily get you into a “flow state” and stop internal struggles?
Here are 10 simple and effective things to do:
Get sunlight → Morning/evening sunlight is best
Eat greens + yogurt → Buy in bulk on Pinduoduo, save money and worry
Free writing → Organize the chaos in your mind, release emotions
Casual cooking → High margin for error, success brings a sense of achievement
Walk 5000 steps + every day → Reduce sedentary habits, stay away from cardiovascular risks
Chat casually with old friends → Push yourself to grow, provide information increments
Play badminton/sports that induce flow → Live in the moment, stop internal struggles
Rewatch favorite movies and shows with your partner → Share relaxing moments
Set stop-loss and take-profit for trading, avoid watching the market too closely → Don't let fluctuations disturb your mood
Regularly review trading logic → Don't get tangled in profits and losses, just organize your thoughts
💡Thinking and Action:
Mental health is not about passively waiting, but actively managing. Choose 1-2 from these 10 simple things and execute them next week. They don't cost money, just require your willingness to start.
❓Questions:
In 2026, what effective methods do you have for maintaining mental stability? What things easily get you into a “flow state” and stop internal struggles?
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Morning Report | Dow hits new high, gold price surges nearly 3%, Venezuela storm stirs global markets
A raid has disrupted the geopolitical balance, and global markets are searching for direction amidst the turbulence—energy, bonds, cryptocurrencies, and precious metals, who will stand out amidst uncertainty?
On January 6, Beijing time, global markets diverged under the disturbance of geopolitical changes in Venezuela. The Dow Jones Industrial Average reached a historic high, gold surged nearly 3% in a single day, while a sudden wave of short liquidations in Bitcoin caused the cryptocurrency market to lose $80 billion in value.
After the U.S. took military action, the price of Venezuelan defaulted bonds surged over 20% in a single day, becoming an 'unexpected gift' for hedge funds. Meanwhile, the market is reassessing the potential impacts on global energy supply, inflation path, and Federal Reserve policies.
On January 6, Beijing time, global markets diverged under the disturbance of geopolitical changes in Venezuela. The Dow Jones Industrial Average reached a historic high, gold surged nearly 3% in a single day, while a sudden wave of short liquidations in Bitcoin caused the cryptocurrency market to lose $80 billion in value.
After the U.S. took military action, the price of Venezuelan defaulted bonds surged over 20% in a single day, becoming an 'unexpected gift' for hedge funds. Meanwhile, the market is reassessing the potential impacts on global energy supply, inflation path, and Federal Reserve policies.
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Venezuela's defaulted bonds soar, hedge funds become the biggest winners!
🚀
🪙Bitcoin recovers — Set to move above $100,000 within days
On Monday, Venezuela's sovereign bonds (maturing in 2027) surged 22% (+7 cents) in a single day, with prices soaring to 40 cents/USD, double that of six months ago. The market's expectations changed dramatically following actions in the U.S. over the weekend.
🎯 What does Wall Street think?
• Barclays: Within 14 hours, the rating was swiftly upgraded from 'underweight' to 'neutral'.
• Star hedge fund Broad Reach founder Bradley Wickens bluntly stated, 'There is at least another 50% upside.' The fund has already risen over 5% this year, heavily invested in Venezuelan bonds.
• Citigroup: Maintains a 'buy' recommendation but warns that the restructuring process will be 'extremely complex,' comparable to Greece in 2012.
• Market consensus: If a regime change occurs, it will end the country's decade-long economic isolation and open the door for debt restructuring.
💡 My in-depth interpretation:
The U.S. action appears to be a political transition on the surface, but it is actually a threefold strategy:
1️⃣ Control oil: As the country with the largest oil reserves in the world, Trump has specifically mentioned that companies like Chevron are preparing to invest. This is about seizing core resources.
2️⃣ Strike at 'petro-yuan': Venezuela is a pilot for cross-border trade in yuan. Cutting off this link is a key step in delaying de-dollarization.
3️⃣ Close the deficit: Auctioning Venezuela's high-quality minerals and oil rights can directly fund the U.S. treasury.
The market has voted with its feet — this is not just a bond speculation, but a reshuffling of geopolitical dynamics and monetary discourse power.
#Bitcoin $BTC #BTCUSDT #Venezuela #bonds #hedgefund #地缘政治
🚀
🪙Bitcoin recovers — Set to move above $100,000 within days
On Monday, Venezuela's sovereign bonds (maturing in 2027) surged 22% (+7 cents) in a single day, with prices soaring to 40 cents/USD, double that of six months ago. The market's expectations changed dramatically following actions in the U.S. over the weekend.
🎯 What does Wall Street think?
• Barclays: Within 14 hours, the rating was swiftly upgraded from 'underweight' to 'neutral'.
• Star hedge fund Broad Reach founder Bradley Wickens bluntly stated, 'There is at least another 50% upside.' The fund has already risen over 5% this year, heavily invested in Venezuelan bonds.
• Citigroup: Maintains a 'buy' recommendation but warns that the restructuring process will be 'extremely complex,' comparable to Greece in 2012.
• Market consensus: If a regime change occurs, it will end the country's decade-long economic isolation and open the door for debt restructuring.
💡 My in-depth interpretation:
The U.S. action appears to be a political transition on the surface, but it is actually a threefold strategy:
1️⃣ Control oil: As the country with the largest oil reserves in the world, Trump has specifically mentioned that companies like Chevron are preparing to invest. This is about seizing core resources.
2️⃣ Strike at 'petro-yuan': Venezuela is a pilot for cross-border trade in yuan. Cutting off this link is a key step in delaying de-dollarization.
3️⃣ Close the deficit: Auctioning Venezuela's high-quality minerals and oil rights can directly fund the U.S. treasury.
The market has voted with its feet — this is not just a bond speculation, but a reshuffling of geopolitical dynamics and monetary discourse power.
#Bitcoin $BTC #BTCUSDT #Venezuela #bonds #hedgefund #地缘政治
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2025.01.05
📈 Market Trends
BTC rises, altcoins surge, and a major rebound in the bear market begins, with the current market focus on Meme.
US stocks fluctuate, impacted by geopolitical events such as the US strike on Venezuela. The market anticipates that US stocks may enter a bear market after the SpaceX IPO in the second half of the year.
🔥 Market Hotspots
1️⃣ ETH-related Memes: PEPE, NEIRO, FLOKI, BRETT, etc., see significant gains, with the ETH/BTC exchange rate strengthening. PEPE is regarded as the market leader, with forecasts suggesting its market cap may surpass SHIB.
2️⃣ SOL-related Memes: BONK, BOME, PENGU, USELESS, PONKE, etc., experience strong growth. BONK collaborates with the stablecoin USD1 to advance the Meme launch platform, with the project team WLFI introducing a $130 million incentive plan, potentially creating hotspots on-chain.
3️⃣ BSC-related Memes: 714, 4, Hakimi, etc., increase, with the market watching whether BN will launch a Chinese community Meme coin.
4️⃣ Stock Dynamics: MYX, IP surges due to short squeezes, and IP may delay the large unlock date.
#Crypto #BTC #Meme #TradingNotes
📈 Market Trends
BTC rises, altcoins surge, and a major rebound in the bear market begins, with the current market focus on Meme.
US stocks fluctuate, impacted by geopolitical events such as the US strike on Venezuela. The market anticipates that US stocks may enter a bear market after the SpaceX IPO in the second half of the year.
🔥 Market Hotspots
1️⃣ ETH-related Memes: PEPE, NEIRO, FLOKI, BRETT, etc., see significant gains, with the ETH/BTC exchange rate strengthening. PEPE is regarded as the market leader, with forecasts suggesting its market cap may surpass SHIB.
2️⃣ SOL-related Memes: BONK, BOME, PENGU, USELESS, PONKE, etc., experience strong growth. BONK collaborates with the stablecoin USD1 to advance the Meme launch platform, with the project team WLFI introducing a $130 million incentive plan, potentially creating hotspots on-chain.
3️⃣ BSC-related Memes: 714, 4, Hakimi, etc., increase, with the market watching whether BN will launch a Chinese community Meme coin.
4️⃣ Stock Dynamics: MYX, IP surges due to short squeezes, and IP may delay the large unlock date.
#Crypto #BTC #Meme #TradingNotes
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$90,000 Tug of War, Gold at $4500: Understanding the Global Asset Allocation Logic for 2026
On one side, Bitcoin is in a tug-of-war around the $90,000 mark, while on the other side, gold and silver are both hitting historic highs in a frenzy. Wall Street analysts are unanimously bullish on U.S. stocks, as the forces of bulls and bears in the market are being redefined.
"The $90,000 curse has been talked about for a long time," wrote a cryptocurrency market observer on the trading day after Christmas. On that day, Bitcoin's price briefly touched $90,230 but quickly retreated to the $87,000 range in thin holiday trading.
At the same time, the precious metals market is experiencing a historic surge. On December 26, spot gold briefly reached $4549.96 per ounce, marking an astonishing increase of 72% year-to-date. Silver also surged over 10% in a single day, breaking the $79 per ounce mark.
"The $90,000 curse has been talked about for a long time," wrote a cryptocurrency market observer on the trading day after Christmas. On that day, Bitcoin's price briefly touched $90,230 but quickly retreated to the $87,000 range in thin holiday trading.
At the same time, the precious metals market is experiencing a historic surge. On December 26, spot gold briefly reached $4549.96 per ounce, marking an astonishing increase of 72% year-to-date. Silver also surged over 10% in a single day, breaking the $79 per ounce mark.
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Recommend a good book that can reshape your investment thinking: "More Than You Know: Finding Financial Wisdom in Unconventional Places" (Chinese version titled "Disrupting Traditional Investment Wisdom: The Devil's Investment Science").
Author Michael Mobus, spanning the investment world, academia, and the field of complex sciences, excels at integrating multidisciplinary wisdom—such as probability, psychology, evolutionary biology, etc.—into an executable decision-making framework.
The two core insights in the book have greatly inspired me:
🎯 1. Expected Value > Frequency
Soros once said: It doesn’t matter whether you’re right or wrong; what matters is how much you make when you’re right and how much you lose when you’re wrong.
Investing is not about who wins more often, but about the net value of "win rate × odds".
Many people pursue a 90% win rate, but may incur a net loss due to one big loss; some only win 10% of the time, but achieve overall profit from one big win.
Learning to make decisions based on expected value can help you escape the binary thinking of win or lose.
🔍 2. Shift from "Attributes" to "Contexts"
Don’t just look at static data (e.g., users are young people in first-tier cities), but rather examine the specific contexts that trigger behavior (e.g., in what scenarios will they spend?).
For instance, Moutai's demand does not depend on whether young people like to drink it, but rather on whether the context of business banquets continues to exist.
From a contextual perspective, it’s easier to find real causal relationships and growth drivers.
This book is not easy, but each chapter opens new dimensions of thought. It helps you build a multidisciplinary thinking model, avoiding the mindset of "when you have only a hammer, everything looks like a nail".
Recommended for every investor pursuing long-term rational decision-making.
#Investment #BookRecommendation #ThinkingModel
Author Michael Mobus, spanning the investment world, academia, and the field of complex sciences, excels at integrating multidisciplinary wisdom—such as probability, psychology, evolutionary biology, etc.—into an executable decision-making framework.
The two core insights in the book have greatly inspired me:
🎯 1. Expected Value > Frequency
Soros once said: It doesn’t matter whether you’re right or wrong; what matters is how much you make when you’re right and how much you lose when you’re wrong.
Investing is not about who wins more often, but about the net value of "win rate × odds".
Many people pursue a 90% win rate, but may incur a net loss due to one big loss; some only win 10% of the time, but achieve overall profit from one big win.
Learning to make decisions based on expected value can help you escape the binary thinking of win or lose.
🔍 2. Shift from "Attributes" to "Contexts"
Don’t just look at static data (e.g., users are young people in first-tier cities), but rather examine the specific contexts that trigger behavior (e.g., in what scenarios will they spend?).
For instance, Moutai's demand does not depend on whether young people like to drink it, but rather on whether the context of business banquets continues to exist.
From a contextual perspective, it’s easier to find real causal relationships and growth drivers.
This book is not easy, but each chapter opens new dimensions of thought. It helps you build a multidisciplinary thinking model, avoiding the mindset of "when you have only a hammer, everything looks like a nail".
Recommended for every investor pursuing long-term rational decision-making.
#Investment #BookRecommendation #ThinkingModel
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Institutions say they are optimistic, but each has their own calculations! The opportunities for 2026 are hidden in these divergences.
The annual grand event has begun, with one side seeing a strong breakthrough in gold and the renminbi, while the other side is in heated debate about next year's market.
The year is coming to an end, and annual strategy meetings are in full swing at various institutions.
Recently, I looked at dozens of top institutions' research reports and found an interesting phenomenon: regarding next year's market, everyone publicly says they are 'optimistic in the long term', but what they are really calculating in their hearts is completely different.
Today, let's dig into what these smart money holders, who have substantial funds, are really arguing about.
01 Consensus: At least on these four matters, there is no disagreement among everyone.
Let's first discuss the consensus. At least on the following few matters, the major institutions have reached an agreement.
The year is coming to an end, and annual strategy meetings are in full swing at various institutions.
Recently, I looked at dozens of top institutions' research reports and found an interesting phenomenon: regarding next year's market, everyone publicly says they are 'optimistic in the long term', but what they are really calculating in their hearts is completely different.
Today, let's dig into what these smart money holders, who have substantial funds, are really arguing about.
01 Consensus: At least on these four matters, there is no disagreement among everyone.
Let's first discuss the consensus. At least on the following few matters, the major institutions have reached an agreement.
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A soul-searching question in the investment field: Why can a very small number of active fund managers continuously outperform the market?
The rules of the S&P 500 are almost public and transparent, and passive investing has become mainstream. But in such an environment, why are there still 'survivors'? The reasons behind this are far more complex than just stock selection. 👇
[1/4] A public secret and a common dilemma
Why do some active fund managers consistently outperform the index over the long term? Behind this question lies a deeper contradiction.
The stock selection formula for the S&P 500 is almost public: liquidity, profitability, large market capitalization, industry representation, and public ownership. The committee does not make macro predictions, does not chase styles, and has an extremely low turnover rate.
[1/4] A public secret and a common dilemma
Why do some active fund managers consistently outperform the index over the long term? Behind this question lies a deeper contradiction.
The stock selection formula for the S&P 500 is almost public: liquidity, profitability, large market capitalization, industry representation, and public ownership. The committee does not make macro predictions, does not chase styles, and has an extremely low turnover rate.
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Behind the viral "kill line": The shattering of the American Dream and the life-or-death moment in the crypto market.
The concept of "annihilation" has never felt so close to everyone's reality. Social anxieties across the ocean and the brutal purges in the blockchain world are both playing out the same existential crisis in different dimensions.
"Execution threshold"—a term originating from the gaming world—suddenly became a viral sensation on the Chinese internet in late 2025. Initially, it simply described the technical concept of a game character whose health had dropped to a critical point, allowing for an instant kill with a single combo. Now, however, the term has taken on a more brutal, real-world meaning.
It's used to describe a financial collapse mechanism: when savings, income, or credit fall below a certain threshold, a person's economic system triggers a chain reaction of collapse, quickly sliding into debt, homelessness, or worse. This concept resonates widely because it accurately captures the pervasive financial vulnerability in contemporary society.
"Execution threshold"—a term originating from the gaming world—suddenly became a viral sensation on the Chinese internet in late 2025. Initially, it simply described the technical concept of a game character whose health had dropped to a critical point, allowing for an instant kill with a single combo. Now, however, the term has taken on a more brutal, real-world meaning.
It's used to describe a financial collapse mechanism: when savings, income, or credit fall below a certain threshold, a person's economic system triggers a chain reaction of collapse, quickly sliding into debt, homelessness, or worse. This concept resonates widely because it accurately captures the pervasive financial vulnerability in contemporary society.
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S&P hits new highs, US stock market Christmas rally continues
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Christmas Week Market Observation: The Game Behind the GDP Surprise and Low Volatility in the Crypto Market
Under the Christmas tree, Wall Street traders have left the scene, but the pulse of the global market continues to quietly beat in the digital world.
Today is December 24, 2025, Christmas Eve. This week is the Christmas holiday, and the US stock market will be closed on Christmas Eve and Christmas Day, as major investors in Europe and the US have temporarily stepped away from the market. This situation generally lasts until after New Year's Day.
With the arrival of Christmas week, the global market seems to enter another state. The US GDP data for the third quarter was unexpectedly strong, while the Bitcoin market remains unusually calm, with the implied volatility for major terms declining over 5% in the past month, and the short to medium-term IV dropping more than 10%.
Today is December 24, 2025, Christmas Eve. This week is the Christmas holiday, and the US stock market will be closed on Christmas Eve and Christmas Day, as major investors in Europe and the US have temporarily stepped away from the market. This situation generally lasts until after New Year's Day.
With the arrival of Christmas week, the global market seems to enter another state. The US GDP data for the third quarter was unexpectedly strong, while the Bitcoin market remains unusually calm, with the implied volatility for major terms declining over 5% in the past month, and the short to medium-term IV dropping more than 10%.
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Kuaishou suffers an automated attack late at night, stock price drops over 5%, while the app climbs to second on Apple's free charts.
A carefully planned cyber attack caused Kuaishou's live streaming review system to become overloaded in an instant, and this company, valued at hundreds of billions of Hong Kong dollars, faced a direct 'interrogation' from the market at today's opening.
On December 23, the Hong Kong stock market opened, and Kuaishou (1024.HK) saw its stock price plummet. As of the time of reporting, the stock price was at HKD 62.9, down 5.7%. That evening, the Hang Seng Index opened up 0.29%, and the Hang Seng Technology Index rose 0.14%.
According to official confirmation from Kuaishou, around 10 PM on the 22nd, the platform was attacked by black and gray industry forces, resulting in a large number of live streams displaying violations. Kuaishou responded that it has urgently dealt with and fixed the problem, the incident has been reported to the supervisory department, and the public security agency has been notified.
On December 23, the Hong Kong stock market opened, and Kuaishou (1024.HK) saw its stock price plummet. As of the time of reporting, the stock price was at HKD 62.9, down 5.7%. That evening, the Hang Seng Index opened up 0.29%, and the Hang Seng Technology Index rose 0.14%.
According to official confirmation from Kuaishou, around 10 PM on the 22nd, the platform was attacked by black and gray industry forces, resulting in a large number of live streams displaying violations. Kuaishou responded that it has urgently dealt with and fixed the problem, the incident has been reported to the supervisory department, and the public security agency has been notified.
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🚨 Kuaishou Faces Large-Scale Black Industry Attack: Live Streaming Section Urgently Shut Down
Last night, the Kuaishou platform encountered a large-scale organized black industry attack. Over 17,000 manipulated "zombie accounts" simultaneously streamed violating content, using professional techniques.
Platform Urgent Response: Kuaishou quickly took action and completely shut down the live streaming entrance for handling around 0:24 AM.
Market Impact Concerns: Kuaishou-W (01024.HK) has recently faced pressure on its stock price due to business expansion, and this serious security incident may further affect investor confidence, with its content governance capabilities under scrutiny.
Last night, the Kuaishou platform encountered a large-scale organized black industry attack. Over 17,000 manipulated "zombie accounts" simultaneously streamed violating content, using professional techniques.
Platform Urgent Response: Kuaishou quickly took action and completely shut down the live streaming entrance for handling around 0:24 AM.
Market Impact Concerns: Kuaishou-W (01024.HK) has recently faced pressure on its stock price due to business expansion, and this serious security incident may further affect investor confidence, with its content governance capabilities under scrutiny.
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The Future of Bitcoin: Seeking Certainty Amid Global Monetary Chaos
The global government debt-to-GDP ratio continues to rise, yet Bitcoin provides its holders with a set of certain rules to hedge against inflation amid turbulence.Since the beginning of 2025, the price of Bitcoin has experienced a nearly 30% correction, falling from the historical high of early October to around $88,000.However, during the same period, gold prices approached a historical high of $4,350 per ounce, while silver even set a historical high in early December, with a daily increase of over 4%.This divergence indicates an important fact: the so-called 'currency depreciation trade' has not synchronously driven up all assets considered as stores of value as expected.
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