168X
168X 是一个深度连结东、西方的顶级对话平台，致力于探索区块链、AI、Biotech将如何重塑未来
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The Shovel Seller in the AI Cold War: A New Arms Race Beyond the Moon Landing, 'Money into Taiwan Stocks' Second Act Just Beginning
The AI Cold War repeats the space race; TSMC becomes the global arsenal; Taiwan stock market's market capitalization jumps to fifth in the world. Supply chain orders are lined up until 2028, and a generational wealth redistribution is spreading from leading stocks to small and medium-sized targets.
168X
AI Semiconductor 'Era of Easy Money' Ends: Beware of the Unfolding 'Ghost Stories'
AI semiconductors enter 'hard mode', Big Teacher breaks down SK Hynix ADR, Meta selling computing power, and Rubin mass production bottlenecks; how to survive the high-volatility shakeout?
168X
Easy Money Time Is Over! How to Trade in July? Storage Price Surge, Dollar and Asian Stock Market Long-Short Playbook
From Micron's earnings, storage 'family annihilation', Tokenmaxxing, Hyperscaler CapEx, and all the way to China's TRS controls, dollar and U.S. debt risks, and Microsoft's surrender.
168X
Bitcoin 59k is not the bottom, still one last drop! On-chain data and liquidity analysis: Where is BTC's real bottom?
Three scenarios for Bitcoin's end of bear market, analysis of four bottom-fishing models.
168X
An Investor Holding 28 Stocks Across the US, Japan, Korea, and Taiwan: How to Bet on the Second Half of AI?
Transitioning from crypto to US stocks, Fiona uses first principles to uncover the AI semiconductor supply chain. Storage, MLCC, optical interconnects, and power semiconductors—she only buys the most certain directions.
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Will the next alpha in the AI ​​bull market be found in CPO, MLCC, memory, or TSMC vs Intel?
AI stocks experienced a sharp sell-off, with crowded trading and deleveraging triggering a deep correction in the semiconductor sector. Memory and MLCC giants followed suit with price increases, and a supercycle and a long squeeze played out simultaneously. This in-depth analysis of the SemiAnalysis CPO controversy, Micron's earnings risks, and its FOMC debut reveals that semiconductors remain the only AI play in the public market, providing a comprehensive analysis of supply and demand bottlenecks, valuation logic, and the right time to buy.
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US Stock Market Correction Warning: What are the Real Risks of AI? A Comprehensive Analysis of New Fund Flows in Software Stocks, Optical Interconnects, SpaceX, and Bitcoin
The inflection point for AI commercialization has arrived, with Nvidia and the optical interconnect sector experiencing explosive growth. How should investors position themselves in US stocks and cryptocurrencies amidst the reshaping of macro liquidity? Top investor Frank breaks down the cross-market investment framework.
168X2 authors
From Crypto OG to Three Storage Giants Heavily Invested In: AI Bull Market Correction Prediction, Web4 and Opportunities for the Younger Generation
Chris Lee, former CEO of OKEx and CFO of Huobi, believes that the main source of exorbitant profits over the past decade has shifted from crypto to AI infrastructure (semiconductors, storage, and optical interconnects).
168X
Bagel创始人Chess：世界杯是预测市场的「双十一」，亚洲的Polymarket时刻来了
三次创业不下牌桌、预测市场双雄格局、200 万美金交易实战。
168X
The "Three-Horse Chariot" Investment Method for the Year of the Horse (2016): A Three-Market Allocation Strategy of US Stocks, Taiwan Stocks, and Bitcoin
AI has entered its "second phase," which is the phase where semiconductors are directly transformed into productivity.
168X
Interview with former Goldman Sachs FICC executive: Semiconductor shortages benefit those who are catching up! Buy as many optical modules as you can!
Memory chips shouldn't be valued using PE ratios; they're essentially leveraged oil. Aside from Bitcoin, all altcoins are worthless; they're just casino chips.
168X
对话前FTX社群合伙人：从归零到翻盘，他正死等比特币“世代大底”
台湾加密货币OG Benson Sun从FTX崩盘后5万美金重新起步，创办量化交易平台CoinKarma。本文深度解析2025年10/11史诗级崩盘真相、比特币2026年熊市底部预测，以及从废墟中重生的真实经历。
168X
Tom Lee 参投的 Myriad，联创 Loxley：广告已死，预测市场才是媒体变现的终局
信息金融化、嵌入式协议层、华语市场戰略
168X
LayerZero In-Depth Analysis: Institutions and whales accumulate shares at low prices, awaiting the "fee switch" to trigger a revaluation.
ZRO may be closer to truly capturing value than the market realizes.
168X
From Binance to CIO of a Middle Eastern Public Company: Bill Qian discusses the intersection of crypto, AI, and geopolitics.
First-hand observations from Dubai, the duality of Bitcoin, the AI ​​bubble, and asset allocation in turbulent times.
168X
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