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· 15 min de lectura

01

Highlight:
Historically, halving the block reward will cause significant fluctuations in the price of Bitcoin in the previous year. In the previous three times, the price of Bitcoin had a significant increase. Following a similar rhythm, by the end of 2024, Bitcoin is likely to break through $100,000.

· 13 min de lectura

01

Highlight:
Adobe's first take-off was due to the conversion of a one-time purchase license system to a subscription system. Although the financial data entered a short-term trough of transformation, with the manifestation of the cloud strategy, the company's revenue grew rapidly in the following five years, and the stock price rose more than seven times.

· 12 min de lectura

01

Highlight:
Coinbase's financial performance has always been very volatile. It has proven that it can ride the wave of the cryptocurrency market to earn extremely considerable profits, but it is difficult to recover when the cryptocurrency market turns bearish.

· 15 min de lectura

01

Highlight:

Duolingo is expected to become one of the companies with the most opportunities to use AI to rapidly develop their business. The co-founder's graduate thesis is about how AI can help humanity. Duolingo may have been born for this opportunity.

· 14 min de lectura
01

Highlight:
1)India's economy is another miracle after China. In the past 20 years, the MSCI India Index has risen by over 900%, far exceeding the S&P 500 Index and the MSCI Emerging Markets Index. Currently, India has become the third largest weight in the MSCI Emerging Markets Index.

· 12 min de lectura
01

BlackRock, Fidelity, and ARK are the most likely to succeed, but the real winners are the investors themselves.

Highlight:

Effective dialogue between the SEC and potential publishers is an important reason for the final approval of the Bitcoin spot ETF. 11 Bitcoin spot ETFs (including GBTC) have been approved at the same time, thanks to the SEC learning from the lesson that one ETF in the Bitcoin futures ETF market can eat up the vast majority of the market share just by leading by three days. Allowing all prepared publishers to compete in the same field is more fair and beneficial to investors.

· 15 min de lectura
01

Key point:

Coinbase has opened up a unique Niche Market in the complex crypto world. "Whether it can dominate the US crypto infrastructure" and "whether the crypto economy will become an important part of the real economy" will determine how far Coinbase can go.

As one of the largest Bitcoin Listed Company holders in the world, MicroStrategy's core SaaS business limits Downside Risk, while using low-cost funds to continuously buy Bitcoin for a long time gives it considerable upside potential.

As a leading Bitcoin mining company, Marathon's business is essentially energy arbitrage. Differentiated operational capabilities, hardware upgrades, and energy utilization strategies will become the core competitiveness for mining companies to surpass Bitcoin returns and successfully cross cycles.

· 15 min de lectura

Threads, the text-based "Twitter clone", is still a hot topic. It attracted 30 million users in 24 hours, and the following week registered more than 100 million users. This number is obviously not the upper limit of Threads. For Meta, 30 million, only 1-2% of its multi-billion user base, after all, it has not yet used its largest product by users, Facebook.

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