MSX 研究院
RWA 代币化的首席观察员
19Followers20Articles
以太坊多头巨鲸“渡劫”：浮亏超70亿美元，有人躺平有人割肉
巨鲸们在高杠杆边缘「小刀割肉」的现场直播，未尝不是加密金融史上一种独特的行为艺术。
MSX 研究院
Meta's massive bet on AI: $135 billion to be poured in. Is Zuckerberg in 2026 trustworthy?
With a strong cash flow backing it up and hundreds of billions invested in AI, the market seems to be applauding this "money-spraying" move. Will this be different from Metaverse?
MSX 研究院
Intel's "life-or-death" moment: How did Chen Liwu settle his estate and start his self-rescue at the door of the ICU?
Behind the Q4 financial report is the new leader's dismantling of the previous "technological utopia" through "layoffs" and "sales," betting on the 18A process to carve out a bloody path.
MSX 研究院
Netflix's "swallowing" of Warner: A $59 billion loan, a high-stakes gamble on the streaming king's "IP alchemy".
Netflix's Q4 financial report was almost "flawless," but by suspending share buybacks and going all-in, it has embarked on a long-term game of exchanging cash flow for an IP moat.
MSX 研究院
硅谷最聪明那群人的「终极推演」：2026，我们应该「All-In」什么？
从硅谷巨佬到「白宫 AI 与加密沙皇」，给出了对 2026 商业、政治与科技的完整判断。
MSX 研究院
We used a large model to "predict" the future of tokenization/Web3 in 2026.
They tricked frontline builders into revealing their true thoughts (positions), broke them down into word clouds, and fed them to ChatGPT, Gemini, and DeepSeek.
MSX 研究院
写给“币圈美股人”的2026生存指南
叙事走向兑现，确定性迎来新变量，2026，美股/代币化/Web3 的结构性机会或许正在浮现。
MSX 研究院
美国「闪捕」马杜罗，请收下这份地缘动荡下的投资指南
炮火之下无新事，「唐罗主义」如真能「暴力重置」委内瑞拉，哪些军工、能源等版块标的将收割超额红利？
MSX 研究院
2025美股年鉴：高墙新耸，围栏坍塌，2026如何寻找新秩序的锚点？
2025，是资本、制度、技术与政治在同步加速、彼此挤压的一年。
MSX 研究院
桥水2025战略大挪移：黄金“长期信仰者”清仓，“宏观拐点”下的风险偏好再重估？
减持超 20 亿美元科技巨头，清仓黄金与新兴市场敞口，转而加码美国大盘与精选科技股。
MSX 研究院
美股冲刺“永不打烊”：纳斯达克为何推出“5×23 小时”交易实验？
这个节点提出「23 小时制」，并非开始体贴亚洲交易员，而是为抢占全球流动性高地铺路。
MSX 研究院
美联储“接班人”逆转：从“忠诚鸽派”到“改革派”，市场剧本变了么？
台前的演员是哈塞特还是沃什，或许决定了剧情的走向，但这部剧的总导演，已经牢牢地变成了特朗普。
MSX 研究院
纳斯达克狂踩油门：从“喝汤”到“吃肉”，美股代币化进入决胜局？
这次，TradFi 没有一丁点儿犹豫，纳斯达克正向 SEC 全力冲刺「股票代币化」审批。
MSX 研究院
Carry trade enters its final chapter: Abnormal fluctuations in Japanese interest rates trigger global rebalancing.
Currently, the implied probability of an interest rate hike by interest rate derivatives has climbed to over 80%, and market sentiment has entered "countdown mode" even before official policy statements.
MSX 研究院
美联储新主前瞻：哈塞特、Coinbase持仓与特朗普的“忠诚鸽派”
哈塞特大局已定？当美联储开始听从白宫召唤，对 Crypto、美股是利好还是利空？
MSX 研究院
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