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Economic divergence is intensifying, with AI and semiconductors driving localized bull markets. We recommend increasing holdings of gold and physical assets, while remaining cautious about the risks associated with the high exposure of the Big Seven in the US stock market. Fluctuations in Federal Reserve policy and the direction of the US dollar will determine whether the cycle will continue or be interrupted, and asset selection is crucial.
Foresight News2025-10-01 15:30
Arthur Hayes' KBW speech: The US will print money crazily for war, boosting Bitcoin into the million-dollar era
Comparing the increase in Bitcoin prices during the epidemic with the scale of credit expansion during the same period, in 2028, the price of one Bitcoin will be approximately US$3.4 million.Foresight News2025-09-23 10:00
