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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AI is in a credit expansion period; the stronger AI is, the more the Fed needs to cut rates
The Fed's ultimate mission is not inflation and employment, but protecting US Treasuries? The stronger AI is, the more the Fed should cut rates? Tiezhu breaks down the 60% probability of a rate cut by year-end, the truth about Treasury buybacks, tech debt and US Treasuries competing for the same liquidity, and even bluntly states that AI credit expansion has only just begun, and the bubble period is still early.
168X
Pick up after the bubble bursts! 2027 is a highly destructive year
Signs of the AI bubble peaking appear frequently. After a violent rebound in semiconductors, is it a top or a crash? Unitree's IPO surged 600%. Top AI Labs show obvious short-term bubbles. 2027 may see an exponential-level crash.
168X
The Truth About AI Relay Stations: Thin Profits, High Churn, 'Distribution' Is the Only Competition
Relay stations have thin profits and high churn; what really makes money is the 10% serving B-end and large customers; and in an era when models are getting cheaper and software is accelerating into obsolescence, "In the future everyone will sell Token, and your only competitiveness is distribution."
168X
Deconstructing the Next Crypto Cycle: VCs Will Disappear, Prediction Markets Are Overrated, Which Perp DEX Can Challenge Hyperliquid?
Veteran investor Lao Bai's in-depth review: In crypto, only stablecoins and perpetual contracts have truly worked; token issuance is a liability; crypto VCs will soon disappear; the ceiling for prediction markets is far lower than perps.
168X
Will Unitree's IPO follow a SpaceX trajectory? Pre-market valuation called at 235 billion yuan
On the day before SpaceX's listing, the 'pre-market contract' on the crypto exchange Hyperliquid was quoted at around $167 per share.
168X
AI Bubble, Storage Cycle, and Demographic Dividend: Top Investor Bill Qian Reveals the Rise and Fall of Nations and Investment Logic Under the AI Wave
Chinese models are too successful, global intelligence prices collapse. Will AI, like electric vehicles, win the technology but lose the investment?
168X2 authors
Getting AI Right Doesn't Mean Picking the Right Stocks! How to Allocate Both Software and Hardware in H2? From Big Tech, Intel to Defense and Healthcare
Investment TALK Jun deeply analyzes the logic from Anthropic to Amazon, investment opportunities in Big Tech, Intel, defense and healthcare, dissects the truth behind Meta selling computing power, reducing hardware positions without liquidating, guiding H2 portfolio allocation.
168X
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.
168X
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.
168X
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
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