财经政治新闻多年从业者,独特新闻视角,发现投资机会professional in financial and political news, dedicated to providing unique news perspectives and discovering investment opportunities.
【Daily Political & Economic Hot Topics】mag 7 turns into lag 7: Why have US retail investors abandoned the tech seven giants? #SamsungSKHynixSharesRiseYTD Once all the rage, the “Tech Seven Giants” (Mag 7) have now become the “lagging seven giants” (Lag Seven) in retail investors’ eyes. According to the latest data from Citi, the trading volume contributed by retail investors has plunged to an all-time low of just 6%. Where did the retail money that once fueled the bull market in US stocks go? In this episode, Dabin and Tinney will take you on a deep dive into this quietly unfolding mass withdrawal of funds, analyze how the narrative logic behind tech stocks is being reshaped, and explore where retail speculative capital is going next. $NVDAB $SKHYNIX 🤡🤡🤡🤡🤡🤡🤡🤡🥳🥳🥳🥳🥳
【Cyber Bit】“Fan Tax” of $1.4 Billion: Dissecting Trump’s Crypto Monetization Scheme #TrumpDiscloses$600MCryptoIncome In this episode, we delve into the astonishing inside story of how, in 2025, Trump made over $1.4 billion in profits through crypto projects alone. We will trace the flow of funds from World Liberty Financial and his personal namesake meme coin, and analyze who ultimately walks away with full buckets as this “conspiracy of power, capital, and traffic” takes advantage of policy leniency and regulatory retreat—while others end up as the fall guys. $WLFI $TRUMP 😊😊😊😊💩💩💩😎😎😎🤐🤐🤐
【Daily Political and Economic Hot Topics】Trump Urges Gas Stations to Immediately Lower Gasoline Prices #OilHitsFourMonthLow In this episode, we break down why gas prices often “rise quickly and fall slowly”—from inventory costs and supply-chain lag to the geopolitical risk around the Strait of Hormuz—explaining why retail prices are difficult to follow crude oil declines right away. We also discuss the roles of political pressure, a DOJ investigation, and state tax factors in gasoline price disputes, and看看 how much impact administrative intervention can truly have on a free market. $CL $XOM.US $USOon 😊😊😊😊😇😇😇😇😇😇
【Cyber-Bit】Strategy under the new capital plan has opened the door to selling tens of billions of bitcoins. What does this mean? #StrategySellBTC In this episode, we break down Strategy’s historic shift from a “buy-only, never-sell” approach to authorizing bitcoin monetization, and the underlying $1.25 billion USD Reserve plan, the potential sell-pressure from a 2.5% holdings overhang, and changes in market sentiment. We also break down the 12% preferred stock dividend, the $2.0 billion share repurchase authorization, and the liquidity defense battle in a high-interest-rate environment. $MSTR 🤑🤑🤑🤑🤑🤑🤑🤑🤩🤩🤩🤩🤩👍👍👍
[Daily Political and Economic Hot Topics] The US is going to change its “statistical method”! Wall Street: intended to “reduce” core inflation, with manipulation risks #OilPriceRises #PCE The US will adjust the calculation method for the PCE price index in 2026 amid controversy, focusing on how components such as “portfolio management services” may be re-measured and could significantly lower the core inflation reading. The program also discusses Wall Street’s concerns about changes to statistical standards: when the rules for key economic data can be selectively rewritten, how much of an impact will it have on market confidence in inflation, policy, and the credibility of data? $USDS 😊$USDS 😊$USDS 😊$USDS 😊$USDS 😊
【Cyberbites】Strategy’s valuation has fallen below the value of its bitcoin holdings. #SaylorHintsStrategyBitcoinBuy In this episode, we break down the real-world oscillation of MicroStrategy after its enterprise value fell below the value of its bitcoin holdings—why the once-high-premium financing flywheel suddenly went into failure, and what it means when it breaks below 1x mNAV. We’ll also compare GBTC’s closed-end fund dilemma, analyze the dilution risk, the “hidden cards” in its capital structure, and the logic behind Saylor continuing to add to bitcoin—so as to see whether this is really a value trap or the eve of a turnaround. $MSTR 🤫🤫🤫😭😭😭🙄🙄🙄😎😎😎💩💩💩
【Cyber-Bit】Bitcoin dips below sixty thousand: macro headwinds and the Saylor leveraged-buys crisis #BitcoinTests$58000 In this episode, we focus on why Bitcoin fell below $60,000: the AI boom is siphoning off capital, a strong US dollar and persistently high interest rates continue to squeeze liquidity, and outflows from spot Bitcoin ETFs further intensify market pressure. The show also breaks down Ripple CEO’s blast of Michael Saylor’s “financial engineering” model, as well as the fragility exposed after the leveraged buy-chain tied to Strategy preferred shares and the buying-buys leverage chain saw the coin price decline—and examines how altcoins and the on-chain ecosystem have diverged in performance. $XRP 😊😊😊😊😊😊😊😊😊 😊
【Hormuz Daily Express】As airstrikes intensify, both the U.S. and Iran are increasing their threat levels; the fragile ceasefire agreement is in grave danger #USStrikes10IranianMilitaryTargets In this episode, we analyze why the temporary U.S.-Iran ceasefire quickly failed, and how control of the Strait of Hormuz shipping lane, tanker attacks, and cross-border missile exchanges in the region push the conflict toward the brink of uncontrollability. The program also discusses the ripple effects between the Lebanese front, Israeli actions, and the global energy market. $CL 😊😊😊😊😊😊😊😇😇😇😇😇😍😍😍🤩🤩🤩
【Cyber Bites】 Tokenization firm Securitize is expected to raise $400 million. The company is about to go public #TradebStocks #SecurityTokenization This period focuses on the “new experiment” on Wall Street behind Securitize’s listing on the NYSE: how real-world assets are “on-chain” and reshaping settlement efficiency—from U.S. Treasuries to private credit to fund shares. The sharp contrast between a $1.89 trillion market expectation and the current scale of only a few hundred million dollars, along with the uncertainty created by regulatory compliance, standards, and patent battles, makes this transformation anything but predictable. $BLK.US $BLKB.US $ONDO 🤔🤔🤔🤔😇😇😇😍😍😍
【Hormuz Daily News】After the United States, under Trump’s accusations, blamed Tehran for violating the ceasefire agreement in the Strait of Hormuz, it launched attacks on Iran #usstrikesIran This episode focuses on the escalation at sea after the rapidly breaking down of the U.S.-Iran ceasefire memorandum—from drone attacks on cargo ships to airstrikes and counterattacks by both sides—breaking down how the crisis re-ignited in the Strait of Hormuz. The program further analyzes the power game behind the dispute over “freedom of navigation” and “tolls,” and why this global energy lifeline affects oil prices, supply chains, and international security. $CL 😍😍😍😍😍😀😀😀😀😀😀😀
【Daily Political and Economic Hot Takes】Korean Stock Market Caught Between Ice and Fire: A Peculiar Paradox of Index Doubling and an IPO Winter #KoreaActivatesSidecarAsKOSPI200FuturesFall5% While the Korean Kospi index has surged to double, the IPO market has fallen into a winter. Behind this paradox are long-standing Korea-wide discounts, cross-shareholdings among conglomerates, and the double-listing issues involving parent and subsidiary companies. The program also discusses the government’s push for corporate governance reforms, the cleanup of zombie enterprises, and how national funds step in to backstop AI chip startups when financing is stalled. $KORU.ETF $SKHYNIX