Time flies, nearly four years have passed since we wrote a similar article, and we feel quite satisfied as 95% of the predictions have been met. Except for Boeing, which surprisingly didn't take off, Bilibili ($19), BTC ($3800), Tiger $3, and PDD ($19) achieved the expected 5-10x growth within two years. The subsequent performances of FWB:ACH , LSE:UOS , ...
At present, both from the perspective of fundamentals and technical analysis, we have reached a critical threshold.
On the fundamental level, the US debt situation, the tightening market liquidity, as well as the allegations towards digital currency exchanges and corresponding tokens, all have arrived at a crucial juncture.
Much of the sentiment will be...
Authors: SanTi Li, & NaXi Da
U.S. Treasury yield, long considered as a risk-free rate (R0) for value computations and future valuations as per materials like the CFA curriculum, bears nearly zero risk in the financial landscape. However, what happens if this supposedly risk-free asset becomes risky? A U.S. Treasury default would have vast ramifications on the...
1. If SVB trouble continues , the institution money is stunned, they have no way but to sell tokens for liquidity or daily operation, then the price might shake.
2. If USDC trouble continues, on one side BTC might goes up due to USDC's value goes down, but on the other side, BTC might goes down due to market confidence loss.
3. The global debt trouble, mutual...
5 Key Points for Blockchain Future
During 2020-2022, the blockchain industry experienced extremely rapid changes. From 2019 to the first half of 2020, there were almost no interesting primary projects and new ideas, until Compound directly drove the Defi boom, then followed by DEX, NFT, Metaverse, GameFi, and the upsurge of entrepreneurship.
However, all...
