Silicon Valley Wang Chuan

In-depth analysis of the "reflexivity" bubble trap in storage stocks: Beware of the backlash from the bullwhip effect and the false narrative of high growth; do not let the short-term myth of wealth become a wealth abyss that cannot be recovered for 25 years.

In-depth analysis of the cyclical curse of storage stocks: The short-term windfall brought by AI is unsustainable, and rigid capacity will ultimately backfire on prices. Beware of the "low price-to-earnings ratio" wealth trap at the cyclical peak.

After Blackrock, the largest asset management group in the United States, officially applied for a Bitcoin ETF with the U.S. Securities and Exchange Commission on June 15, 2023, the price of BTC has approached $31,000.

Anyone can go online and connect to the blockchain through wallet software.

New Layer 2 solutions are emerging on Ethereum, with gas fees declining and traffic returning to Ethereum, further complicating its ecosystem, and the gap in ecological complexity with backup public chains continues to widen.