WillWestbrook

What happened? The fear index has now reached levels seen during the last pandemic and the FTX collapse.

I observed that this sensational news did not actually trigger a significant market rebound.
Here are the key points of the news:
1️⃣ The U.S. Supreme Court rules that the President does not have the authority to impose additional tariffs
2️⃣ This ruling is a final and binding decision, with no possibility for further appeal
3️⃣ Approximately $150-175 billion in tariffs already collected are facing refunds
The mainstream view is that the market is beginning to price in: "Tariff removal → inflation decline → increased expectations of rate cuts." However, this logic is too linear.
The $150-175 b

I observed that this sensational news did not actually trigger a significant market rebound.
Here are the key points:
1️⃣ The U.S. Supreme Court rules that the President does not have the authority to impose additional tariffs
2️⃣ This ruling is a final and binding decision, with no possibility for further appeal
3️⃣ Approximately $150-175 billion in tariffs already collected are facing refunds
The mainstream view is that the market is beginning to price in: "Tariff removal → inflation decline → increased expectations for rate cuts." However, this logic is overly linear.
The $150-175 billion i

Capital votes with real money, betting on AI.
Today, Zhipu rose 42%, with a market capitalization of 320 billion.
Minimax increased by 14%, with a market cap of 300 billion.
Baidu has been around for 25 years, with a market cap of 350 billion.
Kimi hasn't gone public yet, but the consensus valuation is 500 billion.
Meituan's current market cap is 492.6 billion.
These two large model companies, established less than five years ago, have surpassed many traditional internet companies in just one trading day’s increase.

🚨Tensions between the US and Iran escalate rapidly:
According to The Wall Street Journal, President Trump is considering a preliminary limited strike on Iran to force Tehran to meet the requirements of the nuclear agreement.
If Iran refuses to comply with the order to cease nuclear enrichment, the US will launch extensive strikes against Iranian regime facilities.
Meanwhile, Polymarket predicts that the probability of the US launching an attack on Iran before March 31 has surged to 61%, up 30 percentage points from recent lows, with trading volume exceeding $322 million.
The market has alread

I am very optimistic about the crypto world, even more optimistic than when I was at 120,000 last December.
Because the opportunity for low chips is right in front of us (3-6 months @0xCryptoChan), now looking ahead, are there any assets cheaper than Bitcoin in the future?
I have always been bullish on gold and silver, but when I look at the monthly charts of gold and silver, the trend is clear, but many times you just can't find the right moment to leverage.
The A-shares market is a slow bull, which can actually be considered as wealth management, while the US stock market is full of un

YouTube just experienced a global outage. Recently, these service providers have been experiencing outages more than once or twice. Undoubtedly, the massive computing power required for AI training is squeezing the operational resources of traditional businesses.
Even cloud giants like Google are going through a resource battle between traditional and AI businesses, trying to maintain cash cows like YouTube while also competing for the AI future opportunity.

During my student days, I was always attracted to entrepreneurs like Lei Jun and Jack Ma—their charismatic presence and commanding aura on camera were captivating.
But now, I admire the wisdom of people like Liang Wenfeng and Zhang Yiming more. They stay out of the spotlight, work diligently behind the scenes, and let their results speak for themselves. That’s true top-tier excellence.

The 2025 China Internet Profit Rankings Are Out, Revealing Several Interesting Trends:
ByteDance tops the list with a profit of 360 billion, surpassing Tencent and Alibaba combined. I believe this signals the end of the BAT era.
NetEase: The Survival Philosophy of the Profit Margin King
33% profit margin ranks first in the industry, validating a contrarian strategy — in the second half of the internet, refined operations are more defensive than scale expansion. The combo of games + Youdao + Cloud Music proves that "small and beautiful" can also build a moat.
Meituan: The Strategic Cost of Bein

Are the gold bulls secure?
Just discovered that the options market is showing extreme bets, with a big wager that gold will soar to sky-high levels within the year—$15,000
Comex data shows that call spread contracts with expiration in December and strike prices between $15,000 and $20,000 have accumulated to about 11,000 contracts. Keep in mind, gold is currently only around $5,000, which means there is capital betting that the gold price will nearly double by the end of the year.

Don't go too far😅 The AI panic wave is actually spreading to the real estate industry
Global commercial real estate services firm CBRE Group dropped 8.8% on Thursday, with a two-day total decline of 20%, marking the largest drop since 2020.
Traders attribute this to growing concerns that artificial intelligence will reduce the demand for office space.