Web3_Visionary

Gathered together for a meal, the dining table turned into an investment discussion forum. An elder raised a glass and shared his view on the white bank sentiment— the dollar cycle is in place, and silver has a chance. Another person nodded while picking vegetables, insisting that gold is the hard asset, with a straightforward reason: global central banks are stockpiling. Someone else added while scrolling on their phone that AI is a must-have, with computing power, storage, and energy— all three are indispensable. They all turned to look at me, with eyes clearly asking: "You have many ideas,

Money supply expansion is hitting levels we haven't seen since 2020, and that's injecting serious liquidity into the economy. Here's the thing about excess capital flooding the system—it never just sits around doing nothing. Eventually, it has to go somewhere. Asset hunters typically chase after things that are both scarce and easy to move. Bitcoin's positioning as a finite, highly liquid asset has made it a natural magnet for this kind of capital flow. When macro conditions tighten liquidity availability, risk assets get punished. But when you see M2 expanding at this pace? That's usually whe

Policy developments to watch: The US government plans to introduce a tariff revenue distribution scheme, which is reportedly expected to distribute related funds to the public as early as mid-year.
The logic behind this is actually simple. The government intends to transfer tariff revenues directly to households, effectively injecting liquidity into the consumption side. In the short term, this can indeed stimulate people's purchasing power and consumption enthusiasm. But there is a hidden concern—if the supply side cannot keep up, the additional purchasing power might instead push prices high

Catch an exclusive economic fireside chat at 9:30 CET as a prominent eurozone official dives into the euro area's current opportunities and headwinds. The discussion explores what's driving growth in Europe's largest currency zone and the obstacles lying ahead. The session airs in Spanish, offering insights into the macroeconomic forces shaping the eurozone's financial landscape. Key topics include economic recovery prospects, inflation dynamics, and policy responses—all critical context for understanding broader market movements affecting digital assets tied to euro liquidity and European fin

U.S. energy policy taking a more assertive stance on global oil markets could reshape commodity pricing dynamics. Recent statements suggest moves toward capturing revenue from sanctioned crude—a shift that may influence dollar strength, inflation expectations, and ultimately risk asset valuations including crypto. Oil price swings and USD movements are closely watched by traders positioning for macro regime changes.

Ray Dalio's 2026 Investment Scenario Analysis: The Core Logic Behind the US Dollar Depreciation and Gold Rise
Bridgewater Associates founder Ray Dalio recently released an investment outlook that offers an in-depth perspective on this wave of market volatility. His analytical framework reveals a key trend — a US dollar depreciation cycle is taking shape, and traditional safe-haven assets like gold are poised for an upward window.
From a monetary policy perspective, the combination of global central banks' easing stance and fiscal expansion is driving down real interest rate expectations, exert

Recently, I discussed this topic with many friends in the industry, and the consensus is——in the next six months, more and more crypto investors will turn their attention to the US stock market.
The reason is quite straightforward: there are many opportunities for 5x, 10x gains in the US stock market, and the risk structure is completely different. Once caught in a position, as long as you hold on, there is often a chance to turn things around. In comparison, if certain cryptocurrencies collapse, it’s basically a hopeless situation to recover the investment.
More importantly, this trend will i

There is activity in the US Senate. Lindsey Graham announced last Wednesday that President Trump approved a sanctions package in response to the import of cheap Russian oil. This move could signal significant fluctuations in the global energy markets.
Tightening the Russian oil embargo is a macroeconomic development that could impact not only energy prices but also the cryptocurrency asset markets. Increasing geopolitical tensions are prompting investors to review their risk management strategies. As energy costs rise, the operating costs of blockchain networks and overall market dynamics are

The Nikkei's been all over the place lately. Really hoping we see some stabilization before the week wraps up. Traditional markets tend to set the tone for how crypto flows anyway—when equity indices get shaky, capital tends to rotate unpredictably across the board. Would be nice to see some real momentum building in that direction.

I have a question: if you are optimistic about the future development of a leading exchange and firmly believe that its on-chain ecosystem will thrive, from an investment logic perspective, why not directly allocate to the native assets of that chain? Instead of getting tangled in complex narrative frameworks, it's better to let your position allocation speak for itself — this is the most honest bet on your own judgment.

An interesting phenomenon: across Europe, certain policy stances seem to attract stronger public engagement than many domestic political figures manage. The appeal lies partly in a straightforward message—refocus efforts on core development and stop playing political games. For traders and market participants, this kind of geopolitical sentiment shift often signals broader expectations about global economic direction and stability. Whether this translates into market-moving decisions is worth monitoring, especially as policy signals ripple through traditional markets and eventually influence c

In the cycle of the crypto market, volatility is an opportunity. The more intense the market fluctuations, the more it tests the understanding of market operation logic—those who grasp the rules first often seize wealth amidst the changes. The difference between those who understand the market and those who don't lies here. Continuously learning about market operation mechanisms and constantly optimizing decision-making thinking are the true sources of long-term competitiveness.

An interesting new trend—cryptocurrency assets are penetrating the world's top real estate markets. According to the "Luxury Outlook Report 2026" released by an international art and luxury goods consulting firm, the influence of cryptocurrencies in first-tier markets such as Dubai, New York, and California is significantly increasing. More importantly, as global regulatory frameworks gradually improve, these assets may be incorporated into the qualification review system for traditional mortgage loans.
What does this mean? It means that crypto holders may in the future use digital assets as f

What will the money of the future be? Rather than saying it's paper currency or digital assets, it's more accurate to say it's energy itself.
Think about it—whether it's computing power, intelligent calculations, or material transformation, fundamentally all are doing one thing: converting energy into results. And this "result" is the true value.
Energy can be quantified, exchanged, and stored—all of which are core attributes of currency. Once an energy-based economic system is established, liquidity and trading logic will change completely, and the way value is measured in the future may be r

Here's the paradox: true believers tend to compress years of progress into months. Skeptics? They drag through years only to lag behind. The gap isn't just about luck—it's execution. Conviction compounds faster than doubt. That's why in crypto markets, the ones who commit early often outpace those who wait endlessly for 'perfect' timing.

American oil majors are signaling cautious sentiment toward Venezuela expansion—they're demanding firm government commitments and risk guarantees before committing capital. This hesitation reflects broader concerns: political uncertainty, policy reversals, and currency stability create friction for long-term resource extraction deals. The reluctance spotlights how volatile macro conditions in emerging markets ripple across global capital flows. When traditional industries pull back from high-risk regions due to governance concerns, it typically signals reduced liquidity appetite across alterna

India's economy is set for a solid run. The federal government just confirmed that real GDP growth for FY 2025-26 (April 2025 through March 2026) will hit 7.4 percent. Here's the thing—when major economies like India maintain steady growth above 7 percent, it typically signals confidence in emerging markets and can shift capital flows across asset classes. For crypto investors tracking macro trends, this kind of data matters. Strong GDP figures often correlate with increased institutional interest and alternative asset exploration. Worth keeping an eye on as we move into the next fiscal cycle.

American oil majors are raising the stakes on Venezuela exposure. They're not stepping into that market without ironclad government protection—guarantees that shield them from political volatility and contract disputes. Financial Times reports the industry is essentially drawing a line: commitment depends on Washington backing their plays. It's a classic risk-mitigation move, but it signals how geopolitical friction shapes where capital flows. When institutional players demand state-level insurance before deploying capital, energy markets tighten and alternative assets start looking more attra

Look at those crazy returns: SpaceX 3000x, Facebook 2200x, Bitcoin 90x. Is there any pattern behind these numbers?
We spent over a week analyzing the thinking patterns of top investors in the industry and identified 5 core investment philosophies. Simply put: different ways of thinking can uncover opportunities others can't see.
For example, the first investment philosophy: contrarian thinking and secret discovery. The success of Facebook and Bitcoin proves this—both were discovered when people were generally pessimistic or ignoring them. Truly high-return investments often come from counterin

Counterintuitive Thinking and the Power Law: From Technology to Crypto, How to Build Nonlinear Growth?
Many people involved in investing and entrepreneurship actually fall into the trap of linear thinking. Peter Thiel's two core tools—counterintuitive thinking and the power law—reveal why a few people can leap across fields like technology, crypto, defense, and even politics, while the majority remain in low-dimensional competition.
The logic of counterintuitive thinking is simple: when everyone is heading in the same direction, the value actually lies on the opposite side. This is vividly dem