MSX Research Institute

The live broadcast of giant whales "cutting flesh with a small knife" on the edge of high leverage is undoubtedly a unique form of performance art in the history of crypto finance.

Strong cash flow as a safety net, with a hundred billion increase in AI investment, the market seems to applaud the "money spending." Will this be different from the metaverse?

Behind the Q4 financial report, the new leader dismantles the previous "technological utopia" through "layoffs" and "asset sales," betting on the 18A process to carve out a path for survival.

The Q4 financial report is almost "flawless," but with the suspension of buybacks and an all-in gamble, Netflix has embarked on a long-term game of exchanging cash flow for an IP moat.

From Silicon Valley tycoons to the "White House AI and Crypto Tsar," a comprehensive assessment of business, politics, and technology in 2026 has been provided.

The true thoughts (positions) of the builders who were deceived were broken down into a word cloud and fed to ChatGPT, Gemini, and DeepSeek.

The narrative is coming to fruition, certainty is welcoming new variables, and in 2026, structural opportunities in US stocks/tokenization/Web3 may be emerging.

Under the bombardment, there is nothing new. If "Tang-Luoism" can truly "violently reset" Venezuela, which sectors such as military industry and energy will reap excess profits?

2025 is a year where capital, institutions, technology, and politics are accelerating in sync and pressing against each other.

Reduced holdings in tech giants by over 2 billion dollars, completely divested from gold and emerging market exposure, and increased investments in large-cap U.S. stocks and selected tech stocks.