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White Cat

White Cat

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2025-12-24

Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$

TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's Mini-Tender Offer

02-13

Rddt is down 50% and he is still selling?

Reddit CTO Christopher Brian Slowe Reports Sale of Common Shares

02-11

When the short squeeze starts. It's gonna be a run for the doors

Strategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock

01-02

Haha 🤣 😆

China’s "Invisible" Stimulus Is Here. Why It’s Easy to Miss

2025-12-04

Scam alternate is exploring mars ai ?

Sam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX

2025-12-03

I see blood in the streets and I'm hungry

The 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes

01-26

Tldr but she the only one to lose money in 2025 buying nvda

Cathie Wood's "Big Ideas" For 2026: The Great Acceleration

01-24

Cathie, copy trade her and you will thank her

01-16

first

Go to Tiger App to see more news

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The full filing can be accessed through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. 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The full filing can be accessed through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Reddit Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001713445-26-000025), on February 12, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","RDTL":"2倍做多RDDT ETF-GraniteShares","BK4547":"WSB热门概念","RDDT":"Reddit","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4077":"互动媒体与服务"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260213:nNDL9pNZLG:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2611904416","content_text":"Reddit CTO Christopher Brian Slowe Reports Sale of Common Shares\n    \n\n        Christopher Brian Slowe, Chief Technology Officer of Reddit Inc., reported a disposal of common shares of Reddit Inc. The full filing can be accessed through the link below.\n      \n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Reddit Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001713445-26-000025), on February 12, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"RDDT":1.95,"RDTL":0.6}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531530178041256,"gmtCreate":1770789686026,"gmtModify":1770789690096,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"When the short squeeze starts. It's gonna be a run for the doors&nbsp;","listText":"When the short squeeze starts. It's gonna be a run for the doors&nbsp;","text":"When the short squeeze starts. It's gonna be a run for the doors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/531530178041256","repostId":"2610567824","repostType":2,"repost":{"id":"2610567824","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770789600,"share":"https://ttm.financial/m/news/2610567824?lang=en_US&edition=fundamental","pubTime":"2026-02-11 14:00","market":"us","language":"en","title":"Strategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2610567824","media":"Dow Jones","summary":"Michael Saylor threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Executive Chair Michael Saylor on Tuesday threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.</p><p>Saylor has tied the fate of Strategy to Bitcoin by selling equity and debt in the company to amass 714,644 tokens at an average purchase price of $76,056. With Bitcoin sitting below $70,000 —down sharply from its October all-time high of about $126,000—Saylor remains comfortable in the company’s ability to pay its obligations.</p><p>“If Bitcoin falls 90% for the next four years, we’ll refinance the debt,” Saylor said on CNBC, adding that banks will continue to lend to the company because they see the value in Bitcoin’s volatility.</p><p>A growing number of investors are hoping Bitcoin’s fall continues—and that Strategy goes down with it.</p><p>Short interest in Strategy has jumped about 40% from a low point in September 2025, according to an analysis Tuesday from S3 Partners. The 30.5 million shares sold short now represent roughly 10% of the stock’s public float. Long investors have also fled the stock. Strategy shares have plunged about 71% to $133 from a 52-week high of $455.90 last July.</p><p style=\"text-align: start;\">“Short sellers are increasingly focused on Strategy’s funding model pressures,” the S3 team concluded.</p><p style=\"text-align: start;\">Strategy didn’t immediately respond to <em>Barron’s</em> request for comment.</p><p>The majority of the short interest in Strategy before September was a hedge against the company’s $8.2 billion in convertible debt, S3 estimates. Short sellers were primarily limiting downside risk involved in owning the debt. Others, like Jim Chanos of Kynikos Associates, tried to pull off arbitrage strategies by buying Bitcoin and shorting Strategy, which at times traded at a wide premium to the value of its underlying assets.</p><p style=\"text-align: start;\">That situation has changed, S3 says. The new shorts are more direct bets against Strategy and the price of Bitcoin itself. S3 estimates that convertible-arbitrage shorts have declined by roughly 2.5 million to 5 million shares since mid-September, while total short interest has risen by about 9.2 million shares.</p><p style=\"text-align: start;\">Trying to assign an exact reason to Bitcoin’s collapse can be a fool’s errand, but one risk increasingly cited by short sellers is the rise of quantum computing, S3 said. As <em>Barron’s </em>reported in August, ultrapowerful quantum computers could eventually crack blockchain security protocols, potentially undermining investor confidence in cryptocurrencies.</p><p style=\"text-align: start;\">“If quantum developments are viewed as negative for Bitcoin, investors can count on recurring catalysts as the technology advances,” the S3 team wrote.</p><p style=\"text-align: start;\">Saylor may continue to buy up Bitcoin and even restructure Strategy’s debt—rolling it further into the future—if the selloff continues. As long as Strategy shares fall alongside Bitcoin, Wall Street’s expanding cohort of short sellers stands to profit.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-11 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Executive Chair Michael Saylor on Tuesday threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.</p><p>Saylor has tied the fate of Strategy to Bitcoin by selling equity and debt in the company to amass 714,644 tokens at an average purchase price of $76,056. With Bitcoin sitting below $70,000 —down sharply from its October all-time high of about $126,000—Saylor remains comfortable in the company’s ability to pay its obligations.</p><p>“If Bitcoin falls 90% for the next four years, we’ll refinance the debt,” Saylor said on CNBC, adding that banks will continue to lend to the company because they see the value in Bitcoin’s volatility.</p><p>A growing number of investors are hoping Bitcoin’s fall continues—and that Strategy goes down with it.</p><p>Short interest in Strategy has jumped about 40% from a low point in September 2025, according to an analysis Tuesday from S3 Partners. The 30.5 million shares sold short now represent roughly 10% of the stock’s public float. Long investors have also fled the stock. Strategy shares have plunged about 71% to $133 from a 52-week high of $455.90 last July.</p><p style=\"text-align: start;\">“Short sellers are increasingly focused on Strategy’s funding model pressures,” the S3 team concluded.</p><p style=\"text-align: start;\">Strategy didn’t immediately respond to <em>Barron’s</em> request for comment.</p><p>The majority of the short interest in Strategy before September was a hedge against the company’s $8.2 billion in convertible debt, S3 estimates. Short sellers were primarily limiting downside risk involved in owning the debt. Others, like Jim Chanos of Kynikos Associates, tried to pull off arbitrage strategies by buying Bitcoin and shorting Strategy, which at times traded at a wide premium to the value of its underlying assets.</p><p style=\"text-align: start;\">That situation has changed, S3 says. The new shorts are more direct bets against Strategy and the price of Bitcoin itself. S3 estimates that convertible-arbitrage shorts have declined by roughly 2.5 million to 5 million shares since mid-September, while total short interest has risen by about 9.2 million shares.</p><p style=\"text-align: start;\">Trying to assign an exact reason to Bitcoin’s collapse can be a fool’s errand, but one risk increasingly cited by short sellers is the rise of quantum computing, S3 said. As <em>Barron’s </em>reported in August, ultrapowerful quantum computers could eventually crack blockchain security protocols, potentially undermining investor confidence in cryptocurrencies.</p><p style=\"text-align: start;\">“If quantum developments are viewed as negative for Bitcoin, investors can count on recurring catalysts as the technology advances,” the S3 team wrote.</p><p style=\"text-align: start;\">Saylor may continue to buy up Bitcoin and even restructure Strategy’s debt—rolling it further into the future—if the selloff continues. As long as Strategy shares fall alongside Bitcoin, Wall Street’s expanding cohort of short sellers stands to profit.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83042":"华夏比特币-R","MSTU":"2倍做多MSTR ETF-T-Rex","09399":"南方两倍做空MSTR-U","SMI3.UK":"GRANITESHARES 3X SHORT MSTR DAILY ETP","MTYY":"GraniteShares YieldBOOST MSTR ETF","MSTW":"Roundhill MSTR WeeklyPay ETF","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","SMST":"2倍做空MSTR ETF-Defiance","MSTX":"2倍做多MSTR ETF-Defiance","MSTY.UK":"YIELDMAX MSTR OPTION INCOME STRATEGY ETC","MSTR":"Strategy","WNTR":"做空MSTR期权收益策略ETF-YieldMax","07399":"南方两倍做空MSTR","MSTY":"MSTR期权收益策略ETF-YieldMax","3LMI.UK":"GRANITESHARES 3X LONG MSTR DAILY ETP","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","BK4516":"特朗普概念","MSTZ":"2倍做空MSTR ETF-T-Rex","MST":"做多杠杆+收益MSTR ETF-Defiance","07799":"南方两倍做多MSTR","BK4596":"哈里斯概念","LMI3.UK":"GRANITESHARES 3X LONG MSTR DAILY ETP","BTC":"Grayscale Bitcoin Mini Trust","BK4588":"碎股","BK4600":"加密货币概念","MSII":"REX MSTR Growth & Income ETF","BITO":"比特币期货ETF-ProShares","09799":"南方两倍做多MSTR-U","APED":"STKd 100% MSTR & 100% COIN ETF","BK4594":"比特币ETF概念","3SMI.UK":"GRANITESHARES 3X SHORT MSTR DAILY ETP","BK4601":"加密货币现货ETF","IMST":"MSTR期权收益策略ETF-Bitwise","BITX":"2倍比特币期货ETF-Volatility Shares","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","BK4595":"比特币概念","MSDD":"2倍做空MSTR ETF-GraniteShares","MSTP":"2倍做多MSTR ETF-GraniteShares","MSOO":"2倍上限加速MSTR ETF-Leverage Shares","BK4023":"应用软件"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610567824","content_text":"Strategy Executive Chair Michael Saylor on Tuesday threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.Saylor has tied the fate of Strategy to Bitcoin by selling equity and debt in the company to amass 714,644 tokens at an average purchase price of $76,056. With Bitcoin sitting below $70,000 —down sharply from its October all-time high of about $126,000—Saylor remains comfortable in the company’s ability to pay its obligations.“If Bitcoin falls 90% for the next four years, we’ll refinance the debt,” Saylor said on CNBC, adding that banks will continue to lend to the company because they see the value in Bitcoin’s volatility.A growing number of investors are hoping Bitcoin’s fall continues—and that Strategy goes down with it.Short interest in Strategy has jumped about 40% from a low point in September 2025, according to an analysis Tuesday from S3 Partners. The 30.5 million shares sold short now represent roughly 10% of the stock’s public float. Long investors have also fled the stock. Strategy shares have plunged about 71% to $133 from a 52-week high of $455.90 last July.“Short sellers are increasingly focused on Strategy’s funding model pressures,” the S3 team concluded.Strategy didn’t immediately respond to Barron’s request for comment.The majority of the short interest in Strategy before September was a hedge against the company’s $8.2 billion in convertible debt, S3 estimates. Short sellers were primarily limiting downside risk involved in owning the debt. Others, like Jim Chanos of Kynikos Associates, tried to pull off arbitrage strategies by buying Bitcoin and shorting Strategy, which at times traded at a wide premium to the value of its underlying assets.That situation has changed, S3 says. The new shorts are more direct bets against Strategy and the price of Bitcoin itself. S3 estimates that convertible-arbitrage shorts have declined by roughly 2.5 million to 5 million shares since mid-September, while total short interest has risen by about 9.2 million shares.Trying to assign an exact reason to Bitcoin’s collapse can be a fool’s errand, but one risk increasingly cited by short sellers is the rise of quantum computing, S3 said. As Barron’s reported in August, ultrapowerful quantum computers could eventually crack blockchain security protocols, potentially undermining investor confidence in cryptocurrencies.“If quantum developments are viewed as negative for Bitcoin, investors can count on recurring catalysts as the technology advances,” the S3 team wrote.Saylor may continue to buy up Bitcoin and even restructure Strategy’s debt—rolling it further into the future—if the selloff continues. As long as Strategy shares fall alongside Bitcoin, Wall Street’s expanding cohort of short sellers stands to profit.","news_type":1,"symbols_score_info":{"83042":0.6,"MSTW":0.6,"MTYY":0.6,"BITX":0.6,"BITO":0.6,"MSTX":0.6,"MSST":0.6,"MSTY":0.6,"MSTY.UK":0.6,"09799":0.6,"MSTP":0.6,"3SMI.UK":0.6,"APED":0.6,"MSTR":1.97,"07399":0.6,"MST":0.6,"SMI3.UK":0.6,"LMI3.UK":0.6,"WNTR":0.6,"MSOO":0.6,"MSTU":0.6,"SMST":0.6,"MSDD":0.6,"MSTK":0.6,"3LMI.UK":0.6,"MSII":0.6,"07799":0.6,"MSTZ":0.6,"09399":0.6,"IMST":0.6,"BTC":0.6}},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525851209515080,"gmtCreate":1769407644229,"gmtModify":1769407648237,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Tldr but she the only one to lose money in 2025 buying nvda&nbsp;","listText":"Tldr but she the only one to lose money in 2025 buying nvda&nbsp;","text":"Tldr but she the only one to lose money in 2025 buying nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525851209515080","repostId":"1159546488","repostType":2,"repost":{"id":"1159546488","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1769395380,"share":"https://ttm.financial/m/news/1159546488?lang=en_US&edition=fundamental","pubTime":"2026-01-26 10:43","market":"us","language":"en","title":"Cathie Wood's \"Big Ideas\" For 2026: The Great Acceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=1159546488","media":"Trading Random","summary":"If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on...","content":"<html><head></head><body><p>If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.</p><p style=\"text-align: justify;\">Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on Wall Street: ignoring short-term noise and betting instead on long-term, extreme, and nonlinear technological transformations.</p><p style=\"text-align: justify;\">ARK’s annual research report, <em>Big Ideas</em>, has now been published for ten consecutive years. It is not merely an industry outlook—it functions more like a “technology roadmap for the next decade.”</p><p style=\"text-align: justify;\">You may disagree with its conclusions, but it’s hard to ignore the questions it raises.</p><p style=\"text-align: justify;\">This year’s <em>ARK Big Ideas 2026</em> features a striking overarching title: <strong>The Great Acceleration</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/605b10034669c29ece25ec55c2caa85f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"523\"/></p><p style=\"text-align: justify;\">The report focuses on 13 major innovation areas and advances a core thesis: <strong>Five innovation platforms—centered on artificial intelligence (AI)—are converging at accelerating speed, poised to trigger a step-change in global economic growth by the end of this decade. Real GDP growth in 2030 could reach 7.3%, exceeding the International Monetary Fund’s forecast of 3.1% by four percentage points.</strong></p><p style=\"text-align: justify;\">The report’s most critical insight is that AI is not just another important technological advancement—it is a “Central Dynamo” simultaneously accelerating multiple technology curves. For decades, technological innovation largely followed a linear pattern: one technology → one industry → one capital cycle. ARK argues this paradigm is now obsolete. <strong>At present, technologies are no longer parallel; they are highly coupled and mutually enabling:</strong></p><blockquote><p><em>AI’s computational demands are driving revolutions in next-generation cloud infrastructure, energy storage, and data centers; blockchain and digital wallets provide AI agents with a trusted settlement and execution layer; robotics and autonomous vehicles are pushing AI from the “digital world” into the “physical world”; multi-omics and programmable biology supply AI with high-dimensional biological data, which in turn accelerates model capabilities</em></p></blockquote><p></p><p style=\"text-align: justify;\">ARK uses one metric to describe this state: <strong>Convergence Network Strength. By 2025, this metric will have increased year-on-year by 35%</strong>—indicating markedly faster mutual catalysis among different technologies. This is why ARK calls 2026: The Great Acceleration.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7173bb5abc8306c768cb9548af300c\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">ARK research shows that reusable rocket launches delivering AI chips into orbit, multi-omics data driving precision therapy development, and smart contracts enabling AI agents to coordinate real-world resources—these seemingly independent innovations are generating unprecedented synergies. The importance of robotics as a catalyst reached an inflection point in 2025, while energy storage and distributed energy systems have become key drivers of next-generation cloud infrastructure deployment.</p><p style=\"text-align: justify;\">The report states that the direct impact of this technological revolution includes:</p><blockquote><p><em>The market share of innovation-oriented assets is projected to grow from ~20% in 2025 to ~50% in 2030, with their market value potentially expanding from ~$5 trillion today to ~$28 trillion. Investment in data center systems is expected to rise from ~$500 billion in 2025 to ~$1.4 trillion in 2030, representing a 30% compound annual growth rate (CAGR). Commercialization is accelerating rapidly in sectors including autonomous ride-hailing, AI-driven drug discovery, and consumer humanoid robots—with some already entering large-scale deployment.</em></p></blockquote><p style=\"text-align: justify;\">However, ARK explicitly notes that not all eye-catching technologies possess true disruptive potential. Citing quantum computing as an example, <strong>the report concludes that—even under the most aggressive development assumptions—its practical utility for cryptographic decryption won’t materialize until the 2040s.</strong> Truly disruptive technologies must meet three criteria: sharply declining costs, compelling unit-level economics across multiple industries, and the ability to serve as a foundational platform for other technological innovations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54812b5169031e30c998c0416cee597f\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"581\"/></p><h2 id=\"id_1062475412\" style=\"text-align: justify;\">AI Leads the “Great Acceleration” Era</h2><p style=\"text-align: justify;\">The report states that <strong>ARK dubs this technological revolution “The Great Acceleration,” asserting that interdependence among five innovation platforms—AI, public blockchains, robotics, energy storage, and multi-omics—is intensifying, such that performance gains in one platform unlock new capabilities in another.</strong></p><p style=\"text-align: justify;\">The most striking case highlighted in the report is the convergence of reusable rockets and AI compute. Neural networks’ demand for next-generation cloud computing capacity is hitting physical limits on Earth—and reusable rockets may be the solution.</p><p style=\"text-align: justify;\">Space-based AI compute, delivered at competitive cost, could offer cloud infrastructure computing power unbounded by terrestrial electricity and cooling constraints.</p><p style=\"text-align: justify;\">ARK’s analysis shows that <strong>growth in AI chip demand could increase the need for reusable rockets by roughly 60x compared to current models. At projected launch costs, space-based computing could be ~25% cheaper per unit than ground-based computing.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/097e2ddeadce9b7b6593d23d7153b959\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">According to the report, this technological convergence is fueling an unprecedented investment cycle. ARK research indicates that capital investment alone could contribute 1.9 percentage points annually to real GDP growth over this decade. A new capital base—including autonomous ride-hailing fleets, next-generation data centers, and enterprise investments in AI agents—should lift return on invested capital (ROIC). As additional innovations begin influencing growth trajectories, realized growth may exceed consensus forecasts by more than four percentage points annually.</p><p style=\"text-align: justify;\">From a historical perspective, paradigm shifts in technology have repeatedly driven structural changes in GDP growth rates. ARK’s data shows global real GDP growth rising from ~0.037% in 100,000 BCE, through the Agricultural and Industrial Revolutions, to ~3% today. This AI-centered technological revolution may push that figure above 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a05f67ad2f30a359813cc2ef1bed733d\" alt=\"\" title=\"\" tg-width=\"765\" tg-height=\"595\"/></p><h2 id=\"id_284736649\" style=\"text-align: justify;\">Surge in AI Infrastructure Investment</h2><p style=\"text-align: justify;\">Investment in data center systems is accelerating rapidly. Since ChatGPT’s release, <strong>annualized growth in such investment has surged from ~5% to 29%.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4d61af03a4b6a8b6b2b27d24677b484\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">In 2025, global data center system investment is expected to reach ~$500 billion—nearly 2.5x the average annual level between 2012 and 2023. <strong>ARK forecasts this figure could grow to ~$1.4 trillion by 2030.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99055740c3a1961ee7e10d296db9c969\" alt=\"\" title=\"\" tg-width=\"670\" tg-height=\"506\"/></p><p style=\"text-align: justify;\"><strong>The core driver behind this investment surge is explosive AI demand.</strong> Inference costs have fallen by over 99% in the past year, prompting exponential growth in AI usage by developers, enterprises, and consumers. On the OpenRouter platform, for instance, computational demand for large language models (LLMs) has grown ~25x since December 2024.</p><p style=\"text-align: justify;\">Yet, compared to the dot-com bubble era, valuations across the tech sector today are far more rational. While capital expenditures (capex) in information technology and communication services as a share of GDP have reached their highest level since 1998, the tech sector’s price-to-earnings (P/E) ratio remains well below its dot-com peak.</p><p style=\"text-align: justify;\">The average P/E ratio of six companies—NVIDIA, Alphabet (Google’s parent), Apple, Amazon, Meta, and Microsoft—is only a fraction of their historical highs, indicating that today’s investment boom is grounded in real-world application demand—not speculative frenzy.</p><p style=\"text-align: justify;\"><strong>Competitive dynamics are also shifting.</strong> NVIDIA’s early investments in AI chip design, software, and networking gave it an 85% GPU sales share and gross margins of 75%. However, competitors like AMD and Google have caught up in certain domains—especially small-language-model inference.</p><p style=\"text-align: justify;\">ARK data shows AMD’s MI355X delivers ~38 million tokens per dollar of total cost of ownership (TCO), outperforming NVIDIA’s B200 in small-model performance. Still, NVIDIA’s Grace Blackwell rack-scale system retains leadership in large-model inference, powering the most advanced foundation models.</p><h2 id=\"id_4029448121\" style=\"text-align: justify;\">AI Consumer Operating Systems Reshape Business Models</h2><p style=\"text-align: justify;\">AI models are converging into a new consumer operating system, fundamentally altering how people interact with the digital world. Consumers are adopting AI far faster than the internet’s original adoption pace—AI chatbots have achieved ~25% penetration among smartphone users within seven years of launch, whereas the internet took longer to reach equivalent PC-user penetration.</p><p style=\"text-align: justify;\"><strong>This shift is compressing the shopping funnel. Completing a purchase took ~1 hour in the pre-internet era, shrank to minutes in the mobile era, and is now further compressed to ~90 seconds in the AI agent era.</strong> AI shopping agents are transforming the purchase funnel with unprecedented personalization and speed. <strong>Today, 95% of the consumer journey occurs before purchase—personalization is no longer optional, but a moat.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a408544c118d0196d00b18272283014b\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"413\"/></p><p style=\"text-align: justify;\"><strong>This transformation is underpinned by new protocol standards.</strong> Anthropic’s open-source Model Context Protocol (MCP) enables agents to seamlessly access real-time information across the entire internet, while OpenAI’s Agent Commerce Protocol (ACP) secures end-to-end transactions. These protocols are streamlining and accelerating commerce in the AI era.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8adcc7ca45069f9b0312485ade2b392f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"403\"/></p><p style=\"text-align: justify;\"><strong>The market opportunity is staggering.</strong> ARK forecasts that AI-agent-facilitated global online consumer spending will grow from ~2% of online sales in 2025 to ~25% in 2030—reaching over $8 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bce60dc3c2355c3fd55a5a50a59e5e9\" alt=\"\" title=\"\" tg-width=\"650\" tg-height=\"498\"/></p><p style=\"text-align: justify;\">AI search traffic share is projected to <strong>grow from 10% in 2025 to 65% in 2030</strong>, with AI-related search advertising spend growing at ~50% annually.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4b6dcd20f2b0032f9f048dc37e81f46\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"395\"/></p><p style=\"text-align: justify;\">By 2030, AI agents may generate ~$90 billion in commercial and advertising revenue, with lead generation and advertising being the dominant growth drivers—far surpassing contributions from consumer subscriptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0e79b1a62e4f8eefeb46e2dc4295a79\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"345\"/></p><h2 id=\"id_3768559099\" style=\"text-align: justify;\">Robotics: A Severely Undervalued GDP Engine</h2><p style=\"text-align: justify;\">If AI is the Central Dynamo of the digital world, then robotics is its most critical “physical outlet.”</p><p style=\"text-align: justify;\">The report emphasizes that AI’s rapid progress is transforming robots from fixed-task, specialized devices into relatively open, general-purpose platforms—a key enabler unlocking industrial and household market potential.</p><p style=\"text-align: justify;\">ARK estimates the global robotics market presents a ~<strong>$26 trillion</strong> revenue opportunity, split across two major segments: manufacturing and home services.</p><blockquote><p><em>In manufacturing, global manufacturing GDP is projected to reach $32 trillion by 2030. If robotics achieves a 100% labor productivity boost and service providers retain a 35% revenue share, this represents ~$13 trillion in revenue opportunity. In home services, ~2.8 billion global workers perform ~2.3 hours daily of unpaid domestic labor. Valuing that time at the global average hourly wage of $12 and applying a 50% time-value discount yields an equivalent ~$13 trillion market.</em></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab0d4c54a187d2e71552f10d5f2602b0\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"394\"/></p><p style=\"text-align: justify;\">ARK especially underscores the macroeconomic significance of humanoid robots.</p><p style=\"text-align: justify;\"><strong>A frequently overlooked fact is that vast amounts of household maintenance, caregiving, cleaning, and management labor are not counted in GDP today.</strong></p><p style=\"text-align: justify;\">ARK’s analysis shows: One household humanoid robot → can convert ~$62,000/year of implicit labor into explicit GDP; if 80% of U.S. households adopt them within five years → annual GDP growth could jump from 2–3% to 5–6%.</p><p style=\"text-align: justify;\">The report frames this not as “job replacement,” but as converting non-market activity into market activity—and freeing time for productive use.</p><h2 id=\"id_2538905649\" style=\"text-align: justify;\">Autonomous Driving Reaches an Inflection Point</h2><p style=\"text-align: justify;\">ARK judges that humanoid robots are ~200,000x more complex than autonomous vehicles. This complexity ratio defines the theoretical capability required for full autonomy. Nevertheless, by mapping Tesla’s Full Self-Driving (FSD) computational requirements and performance gains, ARK forecasts that <strong>Optimus humanoid robots may achieve human-level task execution capability around 2028</strong>, assuming continued AI compute expansion and hardware advancement.</p><p style=\"text-align: justify;\"><strong>Autonomous ride-hailing services are beginning to erode traditional ride-hailing market share.</strong> In San Francisco’s operational zones, Waymo’s market share is already pressuring Uber and Lyft. Companies including Waymo, Baidu’s Apollo Go, and Pony.ai have collectively logged billions of autonomous miles, with daily driverless mileage growing rapidly.</p><p style=\"text-align: justify;\"><strong>Cost reduction will be the key demand driver.</strong> ARK forecasts that <strong>by 2035, the per-mile cost of global autonomous ride-hailing could fall to $0.25—far below the $2.80 per mile for U.S. human-driven ride-hailing and $0.80 for private cars in 2025.</strong> In early commercialization, vehicle cost dominates unit economics; later, fleet utilization drives down per-mile cost.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa1791f6316d6b49faf7a577fb898c65\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"426\"/></p><p style=\"text-align: justify;\"><strong>The market value potential is enormous.</strong> ARK estimates that <strong>by 2030, autonomous ride-hailing could create ~$34 trillion in enterprise value</strong>, with autonomous technology providers capturing ~98% of EBIT and enterprise value, while automakers and fleet operators claim relatively small shares. A key risk to this forecast is whether automakers beyond Tesla can scale their autonomous ride-hailing fleets fast enough.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82649ae8951781a67692efe73d1eb26c\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"411\"/></p><p style=\"text-align: justify;\"><strong>Autonomous logistics holds similarly strong promise.</strong> Fully automated last-mile delivery—via drones or ground robots—has already exceeded 4 million annualized trips globally. Autonomous long-haul trucking has launched in the U.S., with operators planning rapid route expansion. ARK forecasts that <strong>global autonomous delivery revenue could reach $48 billion by 2030</strong>, with regulatory approval and automation of backend loading operations remaining key constraints.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02d86090f719598e03cf27af6556a227\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"405\"/></p><h2 id=\"id_2808602528\" style=\"text-align: justify;\">Multi-Omics and AI Drive Biological Breakthroughs</h2><p style=\"text-align: justify;\">Multi-omics—encompassing genomics, epigenomics, transcriptomics, proteomics, and metabolomics—combined with AI, is triggering a flywheel effect in biological innovation. This flywheel includes: generating richer, lower-cost biological data; conducting more accurate testing; yielding deeper biological insights; developing AI-driven therapeutics; and ultimately curing diseases.</p><p style=\"text-align: justify;\">Data generation costs are falling sharply. <strong>Whole-genome sequencing costs could drop to $10 by 2030—~10x lower than in 2015.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b1af676ed731aa9eb93d3faeba90a95\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"392\"/></p><p style=\"text-align: justify;\">This will drive surging sequencing demand. Next-generation molecular diagnostic tests are projected to grow from under one million annually in 2020 to ~7 million in 2030, generating ~200 billion tokens of data per year—surpassing the ~150 trillion tokens used to train leading LLMs from OpenAI, Google Gemini, Anthropic, and xAI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/373a106fe0cf1ac3807ac4d21771a6c5\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"376\"/></p><p style=\"text-align: justify;\"><strong>AI-powered diagnostics are reaching an inflection point.</strong> After ChatGPT’s release, FDA approval success rates for AI-driven tests and devices rose sharply from single-digit percentages. ARK’s best-fit model projects AI-driven diagnostics and devices could account for ~30% of approvals by 2030—and eventually approach 100%.</p><p style=\"text-align: justify;\"><strong>The economics of drug development are being reshaped.</strong> AI-driven drug development could shorten time-to-market by ~40%—from 13 to 8 years—and reduce total drug development costs by ~4x—from $2.4 billion to $700 million. Combining AI acceleration and disease cures, AI-designed drugs in Phase I clinical trials could be worth over $2 billion—while traditional drug assets typically recover only capital costs.</p><p style=\"text-align: justify;\"><strong>The market potential for biological cures is especially staggering.</strong> ARK research shows that <strong>the average price to cure a rare disease currently exceeds $1 million—nearly 15x the lifetime prescription costs of managing that disease.</strong> Cure drugs can capture revenue from most patients before patent expiry, <strong>potentially delivering 20x the value of typical drugs and 2.4x the value of chronic-disease prescriptions.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3d02b22c160d0f4f89ca779f8af1ed8\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"370\"/></p><p style=\"text-align: justify;\"><strong>A broader perspective is healthy lifespan extension.</strong> If the U.S. population lived to a theoretical maximum lifespan of 120 years in perfect health—but retained existing accident mortality risk—this would yield 11.9 billion quality-adjusted life years (QALYs). Valuing each healthy life year at $100,000, the potential longevity-gain market opportunity would be ~$1.2 quadrillion. Today’s global biotech market represents only ~0.1% of this latent potential.</p><h2 id=\"id_1240623724\" style=\"text-align: justify;\">Reusable Rockets Launch the Space Economy</h2><p style=\"text-align: justify;\">SpaceX’s reusable rocket technology is propelling the economy into the space age. In 2025, annual mass launched to orbit hit a record high—with SpaceX dominating the market. The company operates over 9,000 active Starlink satellites, accounting for ~66% of all active satellites in Earth orbit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b8d293e4d0308dfec7916e28a4880d2\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"418\"/></p><p style=\"text-align: justify;\">Launch costs continue to decline. Per Wright’s Law, launch cost should fall ~17% every time cumulative launch mass doubles. Over 17 years since 2008, SpaceX has leveraged partial reusability of Falcon 9 to cut costs by ~95%—from ~$15,600/kg to under $1,000/kg. ARK research indicates that Starship could extend this trajectory to under $100/kg at scale.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea62beabf4c6e001c5a77aef6cd6c431\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"389\"/></p><p style=\"text-align: justify;\">Satellite bandwidth costs are also falling. Per Wright’s Law, satellite bandwidth cost should drop ~44% every time cumulative orbital gigabits-per-second (Gbps) doubles—enabling satellite connectivity to complement cell towers and deliver ubiquitous mobile coverage across the U.S.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d106b6d439aefa463f9bb80b1a8b156\" alt=\"\" title=\"\" tg-width=\"749\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">Comparison shows U.S. consumer mobile plans cost ~$90/month in 2001 (in 2025 dollars), offering just 0.001GB of data and covering ~1% of U.S. land area; by 2025, plans cost ~$100/month, providing unlimited high-speed internet across ~86% of land; by 2030, 100% coverage is expected at the same price.</p><p style=\"text-align: justify;\">Market opportunity is substantial. Driven by cost reductions and performance gains, scaled satellite connectivity could generate over $160 billion in annual revenue—accounting for ~15% of ARK’s global communications revenue forecast. This projection, based on constellation bandwidth capacity versus revenue potential, reveals exponential growth potential.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1ab56e6595aefec24068f46996364d1\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><h2 id=\"id_2470093814\" style=\"text-align: justify;\">Distributed Energy Supports AI Compute Demand</h2><p style=\"text-align: justify;\">Energy is becoming increasingly efficient at driving economic growth. Although concerns about energy intensity arose during the internet boom, economies actually became more energy-efficient—and the AI era may replicate this dynamic. Major economies—including China, the U.S., Japan, India, and Germany—have seen consistent declines in energy intensity (kWh per dollar of GDP) over the past 30 years.</p><p style=\"text-align: justify;\">Multi-omics data costs are collapsing. Solar and battery costs continue to follow Wright’s Law downward; nuclear cost declines were interrupted in the 1970s by regulatory changes, but recent U.S. executive orders should restore nuclear’s prior cost-reduction trajectory. Historically, solar and nuclear costs (per MW) and battery costs (per MWh) have dropped sharply every time cumulative installed capacity doubled.</p><p style=\"text-align: justify;\">Electricity prices are poised to resume their downward trend. Per Wright’s Law, ARK research shows U.S. retail electricity prices fell steadily from the late 19th century to 1974—then plateaued due to regulatory tightening and rising nuclear construction costs. Absent such regulation, ARK estimates today’s prices would be ~40% lower. As low-cost generation scales to serve power-hungry AI data centers, retail electricity prices should begin falling again after a 50-year pause.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b9741dfdecd36d092b29e0c86c21a48\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"323\"/></p><p style=\"text-align: justify;\">Investment demand is immense. Given ARK’s rapid GDP growth forecast, cumulative global power-generation capex must roughly triple to ~$10 trillion by 2030 to meet electricity demand. Accordingly, stationary energy storage deployment must expand ~19x. Between 2026 and 2030, data centers are projected to account for ~5% of total power-generation investment.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70c2ba25a2d7b82ae77726198659c48d\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"402\"/></p><h2 id=\"id_4263196197\" style=\"text-align: justify;\">Digital Asset Markets Show Evolutionary Trends</h2><p style=\"text-align: justify;\">Stablecoin activity surged significantly in 2025, influenced by the potential regulatory framework introduced by the GENIUS Act. Several firms and institutions announced stablecoin-related initiatives; BlackRock disclosed preparations for an internal tokenization platform. Stablecoin issuers and fintech firms—including Tether, Circle, and Stripe—launched or supported Layer 1 blockchains optimized for stablecoins.</p><p style=\"text-align: justify;\">Data shows the market value of tokenized real-world assets (RWA) grew ~208% in 2025, reaching ~$18.9 billion. BlackRock’s BUIDL money market fund reached ~$1.7 billion—representing ~20% of the estimated $9 billion U.S. Treasury tokenization market. Tether’s XAUT and Paxos’ PAXG held ~$1.8 billion and ~$1.6 billion respectively in the tokenized commodities market.</p><p style=\"text-align: justify;\">ARK forecasts that <strong>tokenized asset volume could grow from $19 billion to ~$11 trillion by 2030</strong>, though this projection carries high uncertainty. While sovereign debt currently dominates the tokenized market, future pathways remain unclear.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5238786b7fa6d45fdbaece5eb89720a\" alt=\"\" title=\"\" tg-width=\"960\" tg-height=\"584\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's \"Big Ideas\" For 2026: The Great Acceleration</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's \"Big Ideas\" For 2026: The Great Acceleration\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-01-26 10:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.</p><p style=\"text-align: justify;\">Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on Wall Street: ignoring short-term noise and betting instead on long-term, extreme, and nonlinear technological transformations.</p><p style=\"text-align: justify;\">ARK’s annual research report, <em>Big Ideas</em>, has now been published for ten consecutive years. It is not merely an industry outlook—it functions more like a “technology roadmap for the next decade.”</p><p style=\"text-align: justify;\">You may disagree with its conclusions, but it’s hard to ignore the questions it raises.</p><p style=\"text-align: justify;\">This year’s <em>ARK Big Ideas 2026</em> features a striking overarching title: <strong>The Great Acceleration</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/605b10034669c29ece25ec55c2caa85f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"523\"/></p><p style=\"text-align: justify;\">The report focuses on 13 major innovation areas and advances a core thesis: <strong>Five innovation platforms—centered on artificial intelligence (AI)—are converging at accelerating speed, poised to trigger a step-change in global economic growth by the end of this decade. Real GDP growth in 2030 could reach 7.3%, exceeding the International Monetary Fund’s forecast of 3.1% by four percentage points.</strong></p><p style=\"text-align: justify;\">The report’s most critical insight is that AI is not just another important technological advancement—it is a “Central Dynamo” simultaneously accelerating multiple technology curves. For decades, technological innovation largely followed a linear pattern: one technology → one industry → one capital cycle. ARK argues this paradigm is now obsolete. <strong>At present, technologies are no longer parallel; they are highly coupled and mutually enabling:</strong></p><blockquote><p><em>AI’s computational demands are driving revolutions in next-generation cloud infrastructure, energy storage, and data centers; blockchain and digital wallets provide AI agents with a trusted settlement and execution layer; robotics and autonomous vehicles are pushing AI from the “digital world” into the “physical world”; multi-omics and programmable biology supply AI with high-dimensional biological data, which in turn accelerates model capabilities</em></p></blockquote><p></p><p style=\"text-align: justify;\">ARK uses one metric to describe this state: <strong>Convergence Network Strength. By 2025, this metric will have increased year-on-year by 35%</strong>—indicating markedly faster mutual catalysis among different technologies. This is why ARK calls 2026: The Great Acceleration.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7173bb5abc8306c768cb9548af300c\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">ARK research shows that reusable rocket launches delivering AI chips into orbit, multi-omics data driving precision therapy development, and smart contracts enabling AI agents to coordinate real-world resources—these seemingly independent innovations are generating unprecedented synergies. The importance of robotics as a catalyst reached an inflection point in 2025, while energy storage and distributed energy systems have become key drivers of next-generation cloud infrastructure deployment.</p><p style=\"text-align: justify;\">The report states that the direct impact of this technological revolution includes:</p><blockquote><p><em>The market share of innovation-oriented assets is projected to grow from ~20% in 2025 to ~50% in 2030, with their market value potentially expanding from ~$5 trillion today to ~$28 trillion. Investment in data center systems is expected to rise from ~$500 billion in 2025 to ~$1.4 trillion in 2030, representing a 30% compound annual growth rate (CAGR). Commercialization is accelerating rapidly in sectors including autonomous ride-hailing, AI-driven drug discovery, and consumer humanoid robots—with some already entering large-scale deployment.</em></p></blockquote><p style=\"text-align: justify;\">However, ARK explicitly notes that not all eye-catching technologies possess true disruptive potential. Citing quantum computing as an example, <strong>the report concludes that—even under the most aggressive development assumptions—its practical utility for cryptographic decryption won’t materialize until the 2040s.</strong> Truly disruptive technologies must meet three criteria: sharply declining costs, compelling unit-level economics across multiple industries, and the ability to serve as a foundational platform for other technological innovations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54812b5169031e30c998c0416cee597f\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"581\"/></p><h2 id=\"id_1062475412\" style=\"text-align: justify;\">AI Leads the “Great Acceleration” Era</h2><p style=\"text-align: justify;\">The report states that <strong>ARK dubs this technological revolution “The Great Acceleration,” asserting that interdependence among five innovation platforms—AI, public blockchains, robotics, energy storage, and multi-omics—is intensifying, such that performance gains in one platform unlock new capabilities in another.</strong></p><p style=\"text-align: justify;\">The most striking case highlighted in the report is the convergence of reusable rockets and AI compute. Neural networks’ demand for next-generation cloud computing capacity is hitting physical limits on Earth—and reusable rockets may be the solution.</p><p style=\"text-align: justify;\">Space-based AI compute, delivered at competitive cost, could offer cloud infrastructure computing power unbounded by terrestrial electricity and cooling constraints.</p><p style=\"text-align: justify;\">ARK’s analysis shows that <strong>growth in AI chip demand could increase the need for reusable rockets by roughly 60x compared to current models. At projected launch costs, space-based computing could be ~25% cheaper per unit than ground-based computing.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/097e2ddeadce9b7b6593d23d7153b959\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">According to the report, this technological convergence is fueling an unprecedented investment cycle. ARK research indicates that capital investment alone could contribute 1.9 percentage points annually to real GDP growth over this decade. A new capital base—including autonomous ride-hailing fleets, next-generation data centers, and enterprise investments in AI agents—should lift return on invested capital (ROIC). As additional innovations begin influencing growth trajectories, realized growth may exceed consensus forecasts by more than four percentage points annually.</p><p style=\"text-align: justify;\">From a historical perspective, paradigm shifts in technology have repeatedly driven structural changes in GDP growth rates. ARK’s data shows global real GDP growth rising from ~0.037% in 100,000 BCE, through the Agricultural and Industrial Revolutions, to ~3% today. This AI-centered technological revolution may push that figure above 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a05f67ad2f30a359813cc2ef1bed733d\" alt=\"\" title=\"\" tg-width=\"765\" tg-height=\"595\"/></p><h2 id=\"id_284736649\" style=\"text-align: justify;\">Surge in AI Infrastructure Investment</h2><p style=\"text-align: justify;\">Investment in data center systems is accelerating rapidly. Since ChatGPT’s release, <strong>annualized growth in such investment has surged from ~5% to 29%.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4d61af03a4b6a8b6b2b27d24677b484\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">In 2025, global data center system investment is expected to reach ~$500 billion—nearly 2.5x the average annual level between 2012 and 2023. <strong>ARK forecasts this figure could grow to ~$1.4 trillion by 2030.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99055740c3a1961ee7e10d296db9c969\" alt=\"\" title=\"\" tg-width=\"670\" tg-height=\"506\"/></p><p style=\"text-align: justify;\"><strong>The core driver behind this investment surge is explosive AI demand.</strong> Inference costs have fallen by over 99% in the past year, prompting exponential growth in AI usage by developers, enterprises, and consumers. On the OpenRouter platform, for instance, computational demand for large language models (LLMs) has grown ~25x since December 2024.</p><p style=\"text-align: justify;\">Yet, compared to the dot-com bubble era, valuations across the tech sector today are far more rational. While capital expenditures (capex) in information technology and communication services as a share of GDP have reached their highest level since 1998, the tech sector’s price-to-earnings (P/E) ratio remains well below its dot-com peak.</p><p style=\"text-align: justify;\">The average P/E ratio of six companies—NVIDIA, Alphabet (Google’s parent), Apple, Amazon, Meta, and Microsoft—is only a fraction of their historical highs, indicating that today’s investment boom is grounded in real-world application demand—not speculative frenzy.</p><p style=\"text-align: justify;\"><strong>Competitive dynamics are also shifting.</strong> NVIDIA’s early investments in AI chip design, software, and networking gave it an 85% GPU sales share and gross margins of 75%. However, competitors like AMD and Google have caught up in certain domains—especially small-language-model inference.</p><p style=\"text-align: justify;\">ARK data shows AMD’s MI355X delivers ~38 million tokens per dollar of total cost of ownership (TCO), outperforming NVIDIA’s B200 in small-model performance. Still, NVIDIA’s Grace Blackwell rack-scale system retains leadership in large-model inference, powering the most advanced foundation models.</p><h2 id=\"id_4029448121\" style=\"text-align: justify;\">AI Consumer Operating Systems Reshape Business Models</h2><p style=\"text-align: justify;\">AI models are converging into a new consumer operating system, fundamentally altering how people interact with the digital world. Consumers are adopting AI far faster than the internet’s original adoption pace—AI chatbots have achieved ~25% penetration among smartphone users within seven years of launch, whereas the internet took longer to reach equivalent PC-user penetration.</p><p style=\"text-align: justify;\"><strong>This shift is compressing the shopping funnel. Completing a purchase took ~1 hour in the pre-internet era, shrank to minutes in the mobile era, and is now further compressed to ~90 seconds in the AI agent era.</strong> AI shopping agents are transforming the purchase funnel with unprecedented personalization and speed. <strong>Today, 95% of the consumer journey occurs before purchase—personalization is no longer optional, but a moat.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a408544c118d0196d00b18272283014b\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"413\"/></p><p style=\"text-align: justify;\"><strong>This transformation is underpinned by new protocol standards.</strong> Anthropic’s open-source Model Context Protocol (MCP) enables agents to seamlessly access real-time information across the entire internet, while OpenAI’s Agent Commerce Protocol (ACP) secures end-to-end transactions. These protocols are streamlining and accelerating commerce in the AI era.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8adcc7ca45069f9b0312485ade2b392f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"403\"/></p><p style=\"text-align: justify;\"><strong>The market opportunity is staggering.</strong> ARK forecasts that AI-agent-facilitated global online consumer spending will grow from ~2% of online sales in 2025 to ~25% in 2030—reaching over $8 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bce60dc3c2355c3fd55a5a50a59e5e9\" alt=\"\" title=\"\" tg-width=\"650\" tg-height=\"498\"/></p><p style=\"text-align: justify;\">AI search traffic share is projected to <strong>grow from 10% in 2025 to 65% in 2030</strong>, with AI-related search advertising spend growing at ~50% annually.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4b6dcd20f2b0032f9f048dc37e81f46\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"395\"/></p><p style=\"text-align: justify;\">By 2030, AI agents may generate ~$90 billion in commercial and advertising revenue, with lead generation and advertising being the dominant growth drivers—far surpassing contributions from consumer subscriptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0e79b1a62e4f8eefeb46e2dc4295a79\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"345\"/></p><h2 id=\"id_3768559099\" style=\"text-align: justify;\">Robotics: A Severely Undervalued GDP Engine</h2><p style=\"text-align: justify;\">If AI is the Central Dynamo of the digital world, then robotics is its most critical “physical outlet.”</p><p style=\"text-align: justify;\">The report emphasizes that AI’s rapid progress is transforming robots from fixed-task, specialized devices into relatively open, general-purpose platforms—a key enabler unlocking industrial and household market potential.</p><p style=\"text-align: justify;\">ARK estimates the global robotics market presents a ~<strong>$26 trillion</strong> revenue opportunity, split across two major segments: manufacturing and home services.</p><blockquote><p><em>In manufacturing, global manufacturing GDP is projected to reach $32 trillion by 2030. If robotics achieves a 100% labor productivity boost and service providers retain a 35% revenue share, this represents ~$13 trillion in revenue opportunity. In home services, ~2.8 billion global workers perform ~2.3 hours daily of unpaid domestic labor. Valuing that time at the global average hourly wage of $12 and applying a 50% time-value discount yields an equivalent ~$13 trillion market.</em></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab0d4c54a187d2e71552f10d5f2602b0\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"394\"/></p><p style=\"text-align: justify;\">ARK especially underscores the macroeconomic significance of humanoid robots.</p><p style=\"text-align: justify;\"><strong>A frequently overlooked fact is that vast amounts of household maintenance, caregiving, cleaning, and management labor are not counted in GDP today.</strong></p><p style=\"text-align: justify;\">ARK’s analysis shows: One household humanoid robot → can convert ~$62,000/year of implicit labor into explicit GDP; if 80% of U.S. households adopt them within five years → annual GDP growth could jump from 2–3% to 5–6%.</p><p style=\"text-align: justify;\">The report frames this not as “job replacement,” but as converting non-market activity into market activity—and freeing time for productive use.</p><h2 id=\"id_2538905649\" style=\"text-align: justify;\">Autonomous Driving Reaches an Inflection Point</h2><p style=\"text-align: justify;\">ARK judges that humanoid robots are ~200,000x more complex than autonomous vehicles. This complexity ratio defines the theoretical capability required for full autonomy. Nevertheless, by mapping Tesla’s Full Self-Driving (FSD) computational requirements and performance gains, ARK forecasts that <strong>Optimus humanoid robots may achieve human-level task execution capability around 2028</strong>, assuming continued AI compute expansion and hardware advancement.</p><p style=\"text-align: justify;\"><strong>Autonomous ride-hailing services are beginning to erode traditional ride-hailing market share.</strong> In San Francisco’s operational zones, Waymo’s market share is already pressuring Uber and Lyft. Companies including Waymo, Baidu’s Apollo Go, and Pony.ai have collectively logged billions of autonomous miles, with daily driverless mileage growing rapidly.</p><p style=\"text-align: justify;\"><strong>Cost reduction will be the key demand driver.</strong> ARK forecasts that <strong>by 2035, the per-mile cost of global autonomous ride-hailing could fall to $0.25—far below the $2.80 per mile for U.S. human-driven ride-hailing and $0.80 for private cars in 2025.</strong> In early commercialization, vehicle cost dominates unit economics; later, fleet utilization drives down per-mile cost.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa1791f6316d6b49faf7a577fb898c65\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"426\"/></p><p style=\"text-align: justify;\"><strong>The market value potential is enormous.</strong> ARK estimates that <strong>by 2030, autonomous ride-hailing could create ~$34 trillion in enterprise value</strong>, with autonomous technology providers capturing ~98% of EBIT and enterprise value, while automakers and fleet operators claim relatively small shares. A key risk to this forecast is whether automakers beyond Tesla can scale their autonomous ride-hailing fleets fast enough.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82649ae8951781a67692efe73d1eb26c\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"411\"/></p><p style=\"text-align: justify;\"><strong>Autonomous logistics holds similarly strong promise.</strong> Fully automated last-mile delivery—via drones or ground robots—has already exceeded 4 million annualized trips globally. Autonomous long-haul trucking has launched in the U.S., with operators planning rapid route expansion. ARK forecasts that <strong>global autonomous delivery revenue could reach $48 billion by 2030</strong>, with regulatory approval and automation of backend loading operations remaining key constraints.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02d86090f719598e03cf27af6556a227\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"405\"/></p><h2 id=\"id_2808602528\" style=\"text-align: justify;\">Multi-Omics and AI Drive Biological Breakthroughs</h2><p style=\"text-align: justify;\">Multi-omics—encompassing genomics, epigenomics, transcriptomics, proteomics, and metabolomics—combined with AI, is triggering a flywheel effect in biological innovation. This flywheel includes: generating richer, lower-cost biological data; conducting more accurate testing; yielding deeper biological insights; developing AI-driven therapeutics; and ultimately curing diseases.</p><p style=\"text-align: justify;\">Data generation costs are falling sharply. <strong>Whole-genome sequencing costs could drop to $10 by 2030—~10x lower than in 2015.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b1af676ed731aa9eb93d3faeba90a95\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"392\"/></p><p style=\"text-align: justify;\">This will drive surging sequencing demand. Next-generation molecular diagnostic tests are projected to grow from under one million annually in 2020 to ~7 million in 2030, generating ~200 billion tokens of data per year—surpassing the ~150 trillion tokens used to train leading LLMs from OpenAI, Google Gemini, Anthropic, and xAI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/373a106fe0cf1ac3807ac4d21771a6c5\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"376\"/></p><p style=\"text-align: justify;\"><strong>AI-powered diagnostics are reaching an inflection point.</strong> After ChatGPT’s release, FDA approval success rates for AI-driven tests and devices rose sharply from single-digit percentages. ARK’s best-fit model projects AI-driven diagnostics and devices could account for ~30% of approvals by 2030—and eventually approach 100%.</p><p style=\"text-align: justify;\"><strong>The economics of drug development are being reshaped.</strong> AI-driven drug development could shorten time-to-market by ~40%—from 13 to 8 years—and reduce total drug development costs by ~4x—from $2.4 billion to $700 million. Combining AI acceleration and disease cures, AI-designed drugs in Phase I clinical trials could be worth over $2 billion—while traditional drug assets typically recover only capital costs.</p><p style=\"text-align: justify;\"><strong>The market potential for biological cures is especially staggering.</strong> ARK research shows that <strong>the average price to cure a rare disease currently exceeds $1 million—nearly 15x the lifetime prescription costs of managing that disease.</strong> Cure drugs can capture revenue from most patients before patent expiry, <strong>potentially delivering 20x the value of typical drugs and 2.4x the value of chronic-disease prescriptions.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3d02b22c160d0f4f89ca779f8af1ed8\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"370\"/></p><p style=\"text-align: justify;\"><strong>A broader perspective is healthy lifespan extension.</strong> If the U.S. population lived to a theoretical maximum lifespan of 120 years in perfect health—but retained existing accident mortality risk—this would yield 11.9 billion quality-adjusted life years (QALYs). Valuing each healthy life year at $100,000, the potential longevity-gain market opportunity would be ~$1.2 quadrillion. Today’s global biotech market represents only ~0.1% of this latent potential.</p><h2 id=\"id_1240623724\" style=\"text-align: justify;\">Reusable Rockets Launch the Space Economy</h2><p style=\"text-align: justify;\">SpaceX’s reusable rocket technology is propelling the economy into the space age. In 2025, annual mass launched to orbit hit a record high—with SpaceX dominating the market. The company operates over 9,000 active Starlink satellites, accounting for ~66% of all active satellites in Earth orbit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b8d293e4d0308dfec7916e28a4880d2\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"418\"/></p><p style=\"text-align: justify;\">Launch costs continue to decline. Per Wright’s Law, launch cost should fall ~17% every time cumulative launch mass doubles. Over 17 years since 2008, SpaceX has leveraged partial reusability of Falcon 9 to cut costs by ~95%—from ~$15,600/kg to under $1,000/kg. ARK research indicates that Starship could extend this trajectory to under $100/kg at scale.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea62beabf4c6e001c5a77aef6cd6c431\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"389\"/></p><p style=\"text-align: justify;\">Satellite bandwidth costs are also falling. Per Wright’s Law, satellite bandwidth cost should drop ~44% every time cumulative orbital gigabits-per-second (Gbps) doubles—enabling satellite connectivity to complement cell towers and deliver ubiquitous mobile coverage across the U.S.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d106b6d439aefa463f9bb80b1a8b156\" alt=\"\" title=\"\" tg-width=\"749\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">Comparison shows U.S. consumer mobile plans cost ~$90/month in 2001 (in 2025 dollars), offering just 0.001GB of data and covering ~1% of U.S. land area; by 2025, plans cost ~$100/month, providing unlimited high-speed internet across ~86% of land; by 2030, 100% coverage is expected at the same price.</p><p style=\"text-align: justify;\">Market opportunity is substantial. Driven by cost reductions and performance gains, scaled satellite connectivity could generate over $160 billion in annual revenue—accounting for ~15% of ARK’s global communications revenue forecast. This projection, based on constellation bandwidth capacity versus revenue potential, reveals exponential growth potential.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1ab56e6595aefec24068f46996364d1\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><h2 id=\"id_2470093814\" style=\"text-align: justify;\">Distributed Energy Supports AI Compute Demand</h2><p style=\"text-align: justify;\">Energy is becoming increasingly efficient at driving economic growth. Although concerns about energy intensity arose during the internet boom, economies actually became more energy-efficient—and the AI era may replicate this dynamic. Major economies—including China, the U.S., Japan, India, and Germany—have seen consistent declines in energy intensity (kWh per dollar of GDP) over the past 30 years.</p><p style=\"text-align: justify;\">Multi-omics data costs are collapsing. Solar and battery costs continue to follow Wright’s Law downward; nuclear cost declines were interrupted in the 1970s by regulatory changes, but recent U.S. executive orders should restore nuclear’s prior cost-reduction trajectory. Historically, solar and nuclear costs (per MW) and battery costs (per MWh) have dropped sharply every time cumulative installed capacity doubled.</p><p style=\"text-align: justify;\">Electricity prices are poised to resume their downward trend. Per Wright’s Law, ARK research shows U.S. retail electricity prices fell steadily from the late 19th century to 1974—then plateaued due to regulatory tightening and rising nuclear construction costs. Absent such regulation, ARK estimates today’s prices would be ~40% lower. As low-cost generation scales to serve power-hungry AI data centers, retail electricity prices should begin falling again after a 50-year pause.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b9741dfdecd36d092b29e0c86c21a48\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"323\"/></p><p style=\"text-align: justify;\">Investment demand is immense. Given ARK’s rapid GDP growth forecast, cumulative global power-generation capex must roughly triple to ~$10 trillion by 2030 to meet electricity demand. Accordingly, stationary energy storage deployment must expand ~19x. Between 2026 and 2030, data centers are projected to account for ~5% of total power-generation investment.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70c2ba25a2d7b82ae77726198659c48d\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"402\"/></p><h2 id=\"id_4263196197\" style=\"text-align: justify;\">Digital Asset Markets Show Evolutionary Trends</h2><p style=\"text-align: justify;\">Stablecoin activity surged significantly in 2025, influenced by the potential regulatory framework introduced by the GENIUS Act. Several firms and institutions announced stablecoin-related initiatives; BlackRock disclosed preparations for an internal tokenization platform. Stablecoin issuers and fintech firms—including Tether, Circle, and Stripe—launched or supported Layer 1 blockchains optimized for stablecoins.</p><p style=\"text-align: justify;\">Data shows the market value of tokenized real-world assets (RWA) grew ~208% in 2025, reaching ~$18.9 billion. BlackRock’s BUIDL money market fund reached ~$1.7 billion—representing ~20% of the estimated $9 billion U.S. Treasury tokenization market. Tether’s XAUT and Paxos’ PAXG held ~$1.8 billion and ~$1.6 billion respectively in the tokenized commodities market.</p><p style=\"text-align: justify;\">ARK forecasts that <strong>tokenized asset volume could grow from $19 billion to ~$11 trillion by 2030</strong>, though this projection carries high uncertainty. While sovereign debt currently dominates the tokenized market, future pathways remain unclear.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5238786b7fa6d45fdbaece5eb89720a\" alt=\"\" title=\"\" tg-width=\"960\" tg-height=\"584\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","IZRL":"ARK Israel Innovative Technology ETF","ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","CTRU":"ARK Transparency ETF","ARKX":"ARK Space Exploration & Innovation ETF","PRNT":"The 3D Printing ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159546488","content_text":"If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on Wall Street: ignoring short-term noise and betting instead on long-term, extreme, and nonlinear technological transformations.ARK’s annual research report, Big Ideas, has now been published for ten consecutive years. It is not merely an industry outlook—it functions more like a “technology roadmap for the next decade.”You may disagree with its conclusions, but it’s hard to ignore the questions it raises.This year’s ARK Big Ideas 2026 features a striking overarching title: The Great Acceleration.The report focuses on 13 major innovation areas and advances a core thesis: Five innovation platforms—centered on artificial intelligence (AI)—are converging at accelerating speed, poised to trigger a step-change in global economic growth by the end of this decade. Real GDP growth in 2030 could reach 7.3%, exceeding the International Monetary Fund’s forecast of 3.1% by four percentage points.The report’s most critical insight is that AI is not just another important technological advancement—it is a “Central Dynamo” simultaneously accelerating multiple technology curves. For decades, technological innovation largely followed a linear pattern: one technology → one industry → one capital cycle. ARK argues this paradigm is now obsolete. At present, technologies are no longer parallel; they are highly coupled and mutually enabling:AI’s computational demands are driving revolutions in next-generation cloud infrastructure, energy storage, and data centers; blockchain and digital wallets provide AI agents with a trusted settlement and execution layer; robotics and autonomous vehicles are pushing AI from the “digital world” into the “physical world”; multi-omics and programmable biology supply AI with high-dimensional biological data, which in turn accelerates model capabilitiesARK uses one metric to describe this state: Convergence Network Strength. By 2025, this metric will have increased year-on-year by 35%—indicating markedly faster mutual catalysis among different technologies. This is why ARK calls 2026: The Great Acceleration.ARK research shows that reusable rocket launches delivering AI chips into orbit, multi-omics data driving precision therapy development, and smart contracts enabling AI agents to coordinate real-world resources—these seemingly independent innovations are generating unprecedented synergies. The importance of robotics as a catalyst reached an inflection point in 2025, while energy storage and distributed energy systems have become key drivers of next-generation cloud infrastructure deployment.The report states that the direct impact of this technological revolution includes:The market share of innovation-oriented assets is projected to grow from ~20% in 2025 to ~50% in 2030, with their market value potentially expanding from ~$5 trillion today to ~$28 trillion. Investment in data center systems is expected to rise from ~$500 billion in 2025 to ~$1.4 trillion in 2030, representing a 30% compound annual growth rate (CAGR). Commercialization is accelerating rapidly in sectors including autonomous ride-hailing, AI-driven drug discovery, and consumer humanoid robots—with some already entering large-scale deployment.However, ARK explicitly notes that not all eye-catching technologies possess true disruptive potential. Citing quantum computing as an example, the report concludes that—even under the most aggressive development assumptions—its practical utility for cryptographic decryption won’t materialize until the 2040s. Truly disruptive technologies must meet three criteria: sharply declining costs, compelling unit-level economics across multiple industries, and the ability to serve as a foundational platform for other technological innovations.AI Leads the “Great Acceleration” EraThe report states that ARK dubs this technological revolution “The Great Acceleration,” asserting that interdependence among five innovation platforms—AI, public blockchains, robotics, energy storage, and multi-omics—is intensifying, such that performance gains in one platform unlock new capabilities in another.The most striking case highlighted in the report is the convergence of reusable rockets and AI compute. Neural networks’ demand for next-generation cloud computing capacity is hitting physical limits on Earth—and reusable rockets may be the solution.Space-based AI compute, delivered at competitive cost, could offer cloud infrastructure computing power unbounded by terrestrial electricity and cooling constraints.ARK’s analysis shows that growth in AI chip demand could increase the need for reusable rockets by roughly 60x compared to current models. At projected launch costs, space-based computing could be ~25% cheaper per unit than ground-based computing.According to the report, this technological convergence is fueling an unprecedented investment cycle. ARK research indicates that capital investment alone could contribute 1.9 percentage points annually to real GDP growth over this decade. A new capital base—including autonomous ride-hailing fleets, next-generation data centers, and enterprise investments in AI agents—should lift return on invested capital (ROIC). As additional innovations begin influencing growth trajectories, realized growth may exceed consensus forecasts by more than four percentage points annually.From a historical perspective, paradigm shifts in technology have repeatedly driven structural changes in GDP growth rates. ARK’s data shows global real GDP growth rising from ~0.037% in 100,000 BCE, through the Agricultural and Industrial Revolutions, to ~3% today. This AI-centered technological revolution may push that figure above 7%.Surge in AI Infrastructure InvestmentInvestment in data center systems is accelerating rapidly. Since ChatGPT’s release, annualized growth in such investment has surged from ~5% to 29%.In 2025, global data center system investment is expected to reach ~$500 billion—nearly 2.5x the average annual level between 2012 and 2023. ARK forecasts this figure could grow to ~$1.4 trillion by 2030.The core driver behind this investment surge is explosive AI demand. Inference costs have fallen by over 99% in the past year, prompting exponential growth in AI usage by developers, enterprises, and consumers. On the OpenRouter platform, for instance, computational demand for large language models (LLMs) has grown ~25x since December 2024.Yet, compared to the dot-com bubble era, valuations across the tech sector today are far more rational. While capital expenditures (capex) in information technology and communication services as a share of GDP have reached their highest level since 1998, the tech sector’s price-to-earnings (P/E) ratio remains well below its dot-com peak.The average P/E ratio of six companies—NVIDIA, Alphabet (Google’s parent), Apple, Amazon, Meta, and Microsoft—is only a fraction of their historical highs, indicating that today’s investment boom is grounded in real-world application demand—not speculative frenzy.Competitive dynamics are also shifting. NVIDIA’s early investments in AI chip design, software, and networking gave it an 85% GPU sales share and gross margins of 75%. However, competitors like AMD and Google have caught up in certain domains—especially small-language-model inference.ARK data shows AMD’s MI355X delivers ~38 million tokens per dollar of total cost of ownership (TCO), outperforming NVIDIA’s B200 in small-model performance. Still, NVIDIA’s Grace Blackwell rack-scale system retains leadership in large-model inference, powering the most advanced foundation models.AI Consumer Operating Systems Reshape Business ModelsAI models are converging into a new consumer operating system, fundamentally altering how people interact with the digital world. Consumers are adopting AI far faster than the internet’s original adoption pace—AI chatbots have achieved ~25% penetration among smartphone users within seven years of launch, whereas the internet took longer to reach equivalent PC-user penetration.This shift is compressing the shopping funnel. Completing a purchase took ~1 hour in the pre-internet era, shrank to minutes in the mobile era, and is now further compressed to ~90 seconds in the AI agent era. AI shopping agents are transforming the purchase funnel with unprecedented personalization and speed. Today, 95% of the consumer journey occurs before purchase—personalization is no longer optional, but a moat.This transformation is underpinned by new protocol standards. Anthropic’s open-source Model Context Protocol (MCP) enables agents to seamlessly access real-time information across the entire internet, while OpenAI’s Agent Commerce Protocol (ACP) secures end-to-end transactions. These protocols are streamlining and accelerating commerce in the AI era.The market opportunity is staggering. ARK forecasts that AI-agent-facilitated global online consumer spending will grow from ~2% of online sales in 2025 to ~25% in 2030—reaching over $8 trillion.AI search traffic share is projected to grow from 10% in 2025 to 65% in 2030, with AI-related search advertising spend growing at ~50% annually.By 2030, AI agents may generate ~$90 billion in commercial and advertising revenue, with lead generation and advertising being the dominant growth drivers—far surpassing contributions from consumer subscriptions.Robotics: A Severely Undervalued GDP EngineIf AI is the Central Dynamo of the digital world, then robotics is its most critical “physical outlet.”The report emphasizes that AI’s rapid progress is transforming robots from fixed-task, specialized devices into relatively open, general-purpose platforms—a key enabler unlocking industrial and household market potential.ARK estimates the global robotics market presents a ~$26 trillion revenue opportunity, split across two major segments: manufacturing and home services.In manufacturing, global manufacturing GDP is projected to reach $32 trillion by 2030. If robotics achieves a 100% labor productivity boost and service providers retain a 35% revenue share, this represents ~$13 trillion in revenue opportunity. In home services, ~2.8 billion global workers perform ~2.3 hours daily of unpaid domestic labor. Valuing that time at the global average hourly wage of $12 and applying a 50% time-value discount yields an equivalent ~$13 trillion market.ARK especially underscores the macroeconomic significance of humanoid robots.A frequently overlooked fact is that vast amounts of household maintenance, caregiving, cleaning, and management labor are not counted in GDP today.ARK’s analysis shows: One household humanoid robot → can convert ~$62,000/year of implicit labor into explicit GDP; if 80% of U.S. households adopt them within five years → annual GDP growth could jump from 2–3% to 5–6%.The report frames this not as “job replacement,” but as converting non-market activity into market activity—and freeing time for productive use.Autonomous Driving Reaches an Inflection PointARK judges that humanoid robots are ~200,000x more complex than autonomous vehicles. This complexity ratio defines the theoretical capability required for full autonomy. Nevertheless, by mapping Tesla’s Full Self-Driving (FSD) computational requirements and performance gains, ARK forecasts that Optimus humanoid robots may achieve human-level task execution capability around 2028, assuming continued AI compute expansion and hardware advancement.Autonomous ride-hailing services are beginning to erode traditional ride-hailing market share. In San Francisco’s operational zones, Waymo’s market share is already pressuring Uber and Lyft. Companies including Waymo, Baidu’s Apollo Go, and Pony.ai have collectively logged billions of autonomous miles, with daily driverless mileage growing rapidly.Cost reduction will be the key demand driver. ARK forecasts that by 2035, the per-mile cost of global autonomous ride-hailing could fall to $0.25—far below the $2.80 per mile for U.S. human-driven ride-hailing and $0.80 for private cars in 2025. In early commercialization, vehicle cost dominates unit economics; later, fleet utilization drives down per-mile cost.The market value potential is enormous. ARK estimates that by 2030, autonomous ride-hailing could create ~$34 trillion in enterprise value, with autonomous technology providers capturing ~98% of EBIT and enterprise value, while automakers and fleet operators claim relatively small shares. A key risk to this forecast is whether automakers beyond Tesla can scale their autonomous ride-hailing fleets fast enough.Autonomous logistics holds similarly strong promise. Fully automated last-mile delivery—via drones or ground robots—has already exceeded 4 million annualized trips globally. Autonomous long-haul trucking has launched in the U.S., with operators planning rapid route expansion. ARK forecasts that global autonomous delivery revenue could reach $48 billion by 2030, with regulatory approval and automation of backend loading operations remaining key constraints.Multi-Omics and AI Drive Biological BreakthroughsMulti-omics—encompassing genomics, epigenomics, transcriptomics, proteomics, and metabolomics—combined with AI, is triggering a flywheel effect in biological innovation. This flywheel includes: generating richer, lower-cost biological data; conducting more accurate testing; yielding deeper biological insights; developing AI-driven therapeutics; and ultimately curing diseases.Data generation costs are falling sharply. Whole-genome sequencing costs could drop to $10 by 2030—~10x lower than in 2015.This will drive surging sequencing demand. Next-generation molecular diagnostic tests are projected to grow from under one million annually in 2020 to ~7 million in 2030, generating ~200 billion tokens of data per year—surpassing the ~150 trillion tokens used to train leading LLMs from OpenAI, Google Gemini, Anthropic, and xAI.AI-powered diagnostics are reaching an inflection point. After ChatGPT’s release, FDA approval success rates for AI-driven tests and devices rose sharply from single-digit percentages. ARK’s best-fit model projects AI-driven diagnostics and devices could account for ~30% of approvals by 2030—and eventually approach 100%.The economics of drug development are being reshaped. AI-driven drug development could shorten time-to-market by ~40%—from 13 to 8 years—and reduce total drug development costs by ~4x—from $2.4 billion to $700 million. Combining AI acceleration and disease cures, AI-designed drugs in Phase I clinical trials could be worth over $2 billion—while traditional drug assets typically recover only capital costs.The market potential for biological cures is especially staggering. ARK research shows that the average price to cure a rare disease currently exceeds $1 million—nearly 15x the lifetime prescription costs of managing that disease. Cure drugs can capture revenue from most patients before patent expiry, potentially delivering 20x the value of typical drugs and 2.4x the value of chronic-disease prescriptions.A broader perspective is healthy lifespan extension. If the U.S. population lived to a theoretical maximum lifespan of 120 years in perfect health—but retained existing accident mortality risk—this would yield 11.9 billion quality-adjusted life years (QALYs). Valuing each healthy life year at $100,000, the potential longevity-gain market opportunity would be ~$1.2 quadrillion. Today’s global biotech market represents only ~0.1% of this latent potential.Reusable Rockets Launch the Space EconomySpaceX’s reusable rocket technology is propelling the economy into the space age. In 2025, annual mass launched to orbit hit a record high—with SpaceX dominating the market. The company operates over 9,000 active Starlink satellites, accounting for ~66% of all active satellites in Earth orbit.Launch costs continue to decline. Per Wright’s Law, launch cost should fall ~17% every time cumulative launch mass doubles. Over 17 years since 2008, SpaceX has leveraged partial reusability of Falcon 9 to cut costs by ~95%—from ~$15,600/kg to under $1,000/kg. ARK research indicates that Starship could extend this trajectory to under $100/kg at scale.Satellite bandwidth costs are also falling. Per Wright’s Law, satellite bandwidth cost should drop ~44% every time cumulative orbital gigabits-per-second (Gbps) doubles—enabling satellite connectivity to complement cell towers and deliver ubiquitous mobile coverage across the U.S.Comparison shows U.S. consumer mobile plans cost ~$90/month in 2001 (in 2025 dollars), offering just 0.001GB of data and covering ~1% of U.S. land area; by 2025, plans cost ~$100/month, providing unlimited high-speed internet across ~86% of land; by 2030, 100% coverage is expected at the same price.Market opportunity is substantial. Driven by cost reductions and performance gains, scaled satellite connectivity could generate over $160 billion in annual revenue—accounting for ~15% of ARK’s global communications revenue forecast. This projection, based on constellation bandwidth capacity versus revenue potential, reveals exponential growth potential.Distributed Energy Supports AI Compute DemandEnergy is becoming increasingly efficient at driving economic growth. Although concerns about energy intensity arose during the internet boom, economies actually became more energy-efficient—and the AI era may replicate this dynamic. Major economies—including China, the U.S., Japan, India, and Germany—have seen consistent declines in energy intensity (kWh per dollar of GDP) over the past 30 years.Multi-omics data costs are collapsing. Solar and battery costs continue to follow Wright’s Law downward; nuclear cost declines were interrupted in the 1970s by regulatory changes, but recent U.S. executive orders should restore nuclear’s prior cost-reduction trajectory. Historically, solar and nuclear costs (per MW) and battery costs (per MWh) have dropped sharply every time cumulative installed capacity doubled.Electricity prices are poised to resume their downward trend. Per Wright’s Law, ARK research shows U.S. retail electricity prices fell steadily from the late 19th century to 1974—then plateaued due to regulatory tightening and rising nuclear construction costs. Absent such regulation, ARK estimates today’s prices would be ~40% lower. As low-cost generation scales to serve power-hungry AI data centers, retail electricity prices should begin falling again after a 50-year pause.Investment demand is immense. Given ARK’s rapid GDP growth forecast, cumulative global power-generation capex must roughly triple to ~$10 trillion by 2030 to meet electricity demand. Accordingly, stationary energy storage deployment must expand ~19x. Between 2026 and 2030, data centers are projected to account for ~5% of total power-generation investment.Digital Asset Markets Show Evolutionary TrendsStablecoin activity surged significantly in 2025, influenced by the potential regulatory framework introduced by the GENIUS Act. Several firms and institutions announced stablecoin-related initiatives; BlackRock disclosed preparations for an internal tokenization platform. Stablecoin issuers and fintech firms—including Tether, Circle, and Stripe—launched or supported Layer 1 blockchains optimized for stablecoins.Data shows the market value of tokenized real-world assets (RWA) grew ~208% in 2025, reaching ~$18.9 billion. BlackRock’s BUIDL money market fund reached ~$1.7 billion—representing ~20% of the estimated $9 billion U.S. Treasury tokenization market. Tether’s XAUT and Paxos’ PAXG held ~$1.8 billion and ~$1.6 billion respectively in the tokenized commodities market.ARK forecasts that tokenized asset volume could grow from $19 billion to ~$11 trillion by 2030, though this projection carries high uncertainty. While sovereign debt currently dominates the tokenized market, future pathways remain unclear.","news_type":1,"symbols_score_info":{"ARKK":2,"ARKQ":2,"ARKW":2,"ARKX":2,"ARKG":2,"PRNT":2,"IZRL":2,"ARKF":2,"CTRU":2}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525175981781456,"gmtCreate":1769242801815,"gmtModify":1769242805653,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"htmlText":"Cathie, copy trade her and you will thank her","listText":"Cathie, copy trade her and you will thank her","text":"Cathie, copy trade her and you will thank her","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525175981781456","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522359982289576,"gmtCreate":1768564519117,"gmtModify":1768564522665,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"htmlText":"first","listText":"first","text":"first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522359982289576","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519935979532352,"gmtCreate":1767972650380,"gmtModify":1767972654230,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"htmlText":"I want the lucky fortune tiger . road","listText":"I want the lucky fortune tiger . road","text":"I want the lucky fortune tiger . road","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519935979532352","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":517415883391376,"gmtCreate":1767345240889,"gmtModify":1767345244774,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Haha 🤣 😆&nbsp;","listText":"Haha 🤣 😆&nbsp;","text":"Haha 🤣 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/517415883391376","repostId":"2595737721","repostType":2,"repost":{"id":"2595737721","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1767340800,"share":"https://ttm.financial/m/news/2595737721?lang=en_US&edition=fundamental","pubTime":"2026-01-02 16:00","market":"sh","language":"en","title":"China’s \"Invisible\" Stimulus Is Here. Why It’s Easy to Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2595737721","media":"Dow Jones","summary":"The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.","content":"<html><head></head><body><p style=\"text-align: start;\">For much of the past year, global investors have been waiting for China to do something dramatic: a massive fiscal package, a sweeping consumer giveaway, a decisive interest-rate cut signaling Beijing is serious about reviving growth.</p><p>None has arrived. And that absence has helped cement a prevailing narrative: China isn’t stimulating, and without a big push, its economy will continue to drift.</p><p>But that framing misses what is happening on the ground. China hasn’t launched a stimulus bazooka. Instead, it has rolled out something far quieter, far messier—and far harder for markets to price.</p><p>The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.</p><p>Rather than a single, headline-grabbing package, Beijing has opted for a fragmented, administrative approach that channels support through local governments, state banks, and state-owned enterprises. The goal isn’t to juice short-term growth, but to stabilize a heavily indebted economy without reigniting the excesses that led to the slowdown.</p><p style=\"text-align: start;\">That distinction—form over size—helps explain why China’s economy looks weak in the headline data yet more resilient beneath the surface.</p><p style=\"text-align: start;\">One clear example is local government finance. Over the past year, Beijing has expanded programs allowing local authorities to refinance high-cost, off-balance-sheet debt through longer-term, lower-interest instruments backed by the central government. These debt swaps don’t create new spending that boosts GDP. They ease cash-flow pressure, reduce default risk, and keep basic infrastructure and public services running.</p><p>To investors scanning for fiscal fireworks, that looks like inaction. To local governments struggling under years of land-sale collapses and pandemic-era borrowing, it is meaningful relief.</p><p style=\"text-align: start;\">A similar dynamic is playing out in property. Rather than rescuing developers outright, policymakers have focused on selective housing support aimed at completion and stabilization. State banks have been encouraged to extend credit for unfinished projects, purchase restrictions loosened in lower-tier cities, and mortgage terms adjusted at the margin.</p><p style=\"text-align: start;\">The impact is incremental. Home sales remain weak, and prices continue to drift. But the emphasis has shifted from reigniting speculation to preventing a disorderly unwind—a choice that limits upside while capping systemic risk.</p><p style=\"text-align: start;\">The largest flow of stimulus, however, may be running through state-owned enterprises. With private investment subdued, SOEs have taken the lead on capital expenditure in energy, transport, utilities, and advanced manufacturing. These projects—grid upgrades, renewables, industrial automation—align with long-term policy goals rather than short-term demand creation.</p><p style=\"text-align: start;\">From a market perspective, this matters because SOE-led capex doesn’t behave like traditional stimulus. It is slower, less cyclical, and less visible in consumer data. But it supports steady demand for infrastructure suppliers, equipment makers, and utilities—sectors that have quietly shown earnings resilience.</p><p style=\"text-align: start;\">Even on the consumer side, Beijing’s approach has been deliberately narrow. Subsidies for appliances, electric vehicles, and home upgrades have expanded in some regions, often tied to trade-in programs or local initiatives. The aim is to pull forward specific spending without encouraging households to take on new debt.</p><p>That reflects a deeper tension in China’s policy framework. After a recent Central Economic Work Conference, Max Zenglein, senior economist for Asia-Pacific at The Conference Board, noted that officials continue to emphasize consumption while constrained by debt and supply-side priorities. “Again and again they’re trying to emphasize consumption,” Zenglein said, “but we’ve seen that before. The contradiction between strong domestic supply and weak demand is prominent.”</p><p style=\"text-align: start;\">For some households, the incentives are enough to tip decisions that had been put on hold. “We weren’t planning to replace anything this year,” said a 41-year-old office worker in eastern China who recently upgraded her refrigerator using a local trade-in subsidy. “But the rebate made it feel reasonable—it wasn’t about spending more, just spending smarter.”</p><p style=\"text-align: start;\">That caution reflects a belief inside policymaking circles that dramatic stimulus is neither necessary nor desirable. “Strong exports limited the need to turbocharge domestic demand this year,” said Xu Tianchen, a senior economist at the Economist Intelligence Unit. “I think policymakers have turned their attention to 2026, since the around 5% growth target seems within reach for this year, so there’s little additional motivation for further stimulus.”</p><p style=\"text-align: start;\">The result is a consumer economy that looks weak in aggregate, yet surprisingly durable in targeted categories—particularly those tied to durability, energy efficiency, and household upgrading.</p><p style=\"text-align: start;\">So why has this “invisible” stimulus failed to move markets?</p><p>Part of the answer lies in expectations. Western-style stimulus is centralized, legible, and front-loaded. China’s version is decentralized, conditional, and administrative, working through balance sheets rather than announcements.</p><p style=\"text-align: start;\">That makes it difficult to quantify—and easy to underestimate.</p><p style=\"text-align: start;\">Recent credit data illustrate the problem. Policymakers have pledged to maintain proactive fiscal policy and deploy monetary tools, but headline lending figures still look underwhelming. New yuan loans have repeatedly undershot expectations despite measures that include a 500-billion-yuan ($71 billion) infrastructure funding program, according to government numbers.</p><p style=\"text-align: start;\">There is also deeper skepticism at play. Investors burned by false dawns in China’s property market are reluctant to reprice assets without unmistakable signals. Incremental easing doesn’t inspire confidence when sentiment is fragile.</p><p style=\"text-align: start;\">Yet this caution cuts both ways. By prioritizing debt containment and financial stability, Beijing may be trading short-term growth for lower long-term volatility. That approach won’t excite markets—but it reduces the risk of abrupt reversals or financial accidents.</p><p style=\"text-align: start;\">For investors, the implications are selective rather than sweeping. Companies tied to infrastructure, utilities, and state-led investment stand to benefit more than discretionary consumer plays. Certain domestic brands aligned with subsidy programs may continue to outperform even as broader consumption remains subdued.</p><p>China’s stimulus, in other words, isn’t absent. It is operating in the background, reshaping incentives and stabilizing weak points without advertising itself as such.</p><p style=\"text-align: start;\">Markets may eventually catch on—but only if they stop looking for a bazooka and start paying attention to the plumbing.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s \"Invisible\" Stimulus Is Here. Why It’s Easy to Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s \"Invisible\" Stimulus Is Here. Why It’s Easy to Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-02 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">For much of the past year, global investors have been waiting for China to do something dramatic: a massive fiscal package, a sweeping consumer giveaway, a decisive interest-rate cut signaling Beijing is serious about reviving growth.</p><p>None has arrived. And that absence has helped cement a prevailing narrative: China isn’t stimulating, and without a big push, its economy will continue to drift.</p><p>But that framing misses what is happening on the ground. China hasn’t launched a stimulus bazooka. Instead, it has rolled out something far quieter, far messier—and far harder for markets to price.</p><p>The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.</p><p>Rather than a single, headline-grabbing package, Beijing has opted for a fragmented, administrative approach that channels support through local governments, state banks, and state-owned enterprises. The goal isn’t to juice short-term growth, but to stabilize a heavily indebted economy without reigniting the excesses that led to the slowdown.</p><p style=\"text-align: start;\">That distinction—form over size—helps explain why China’s economy looks weak in the headline data yet more resilient beneath the surface.</p><p style=\"text-align: start;\">One clear example is local government finance. Over the past year, Beijing has expanded programs allowing local authorities to refinance high-cost, off-balance-sheet debt through longer-term, lower-interest instruments backed by the central government. These debt swaps don’t create new spending that boosts GDP. They ease cash-flow pressure, reduce default risk, and keep basic infrastructure and public services running.</p><p>To investors scanning for fiscal fireworks, that looks like inaction. To local governments struggling under years of land-sale collapses and pandemic-era borrowing, it is meaningful relief.</p><p style=\"text-align: start;\">A similar dynamic is playing out in property. Rather than rescuing developers outright, policymakers have focused on selective housing support aimed at completion and stabilization. State banks have been encouraged to extend credit for unfinished projects, purchase restrictions loosened in lower-tier cities, and mortgage terms adjusted at the margin.</p><p style=\"text-align: start;\">The impact is incremental. Home sales remain weak, and prices continue to drift. But the emphasis has shifted from reigniting speculation to preventing a disorderly unwind—a choice that limits upside while capping systemic risk.</p><p style=\"text-align: start;\">The largest flow of stimulus, however, may be running through state-owned enterprises. With private investment subdued, SOEs have taken the lead on capital expenditure in energy, transport, utilities, and advanced manufacturing. These projects—grid upgrades, renewables, industrial automation—align with long-term policy goals rather than short-term demand creation.</p><p style=\"text-align: start;\">From a market perspective, this matters because SOE-led capex doesn’t behave like traditional stimulus. It is slower, less cyclical, and less visible in consumer data. But it supports steady demand for infrastructure suppliers, equipment makers, and utilities—sectors that have quietly shown earnings resilience.</p><p style=\"text-align: start;\">Even on the consumer side, Beijing’s approach has been deliberately narrow. Subsidies for appliances, electric vehicles, and home upgrades have expanded in some regions, often tied to trade-in programs or local initiatives. The aim is to pull forward specific spending without encouraging households to take on new debt.</p><p>That reflects a deeper tension in China’s policy framework. After a recent Central Economic Work Conference, Max Zenglein, senior economist for Asia-Pacific at The Conference Board, noted that officials continue to emphasize consumption while constrained by debt and supply-side priorities. “Again and again they’re trying to emphasize consumption,” Zenglein said, “but we’ve seen that before. The contradiction between strong domestic supply and weak demand is prominent.”</p><p style=\"text-align: start;\">For some households, the incentives are enough to tip decisions that had been put on hold. “We weren’t planning to replace anything this year,” said a 41-year-old office worker in eastern China who recently upgraded her refrigerator using a local trade-in subsidy. “But the rebate made it feel reasonable—it wasn’t about spending more, just spending smarter.”</p><p style=\"text-align: start;\">That caution reflects a belief inside policymaking circles that dramatic stimulus is neither necessary nor desirable. “Strong exports limited the need to turbocharge domestic demand this year,” said Xu Tianchen, a senior economist at the Economist Intelligence Unit. “I think policymakers have turned their attention to 2026, since the around 5% growth target seems within reach for this year, so there’s little additional motivation for further stimulus.”</p><p style=\"text-align: start;\">The result is a consumer economy that looks weak in aggregate, yet surprisingly durable in targeted categories—particularly those tied to durability, energy efficiency, and household upgrading.</p><p style=\"text-align: start;\">So why has this “invisible” stimulus failed to move markets?</p><p>Part of the answer lies in expectations. Western-style stimulus is centralized, legible, and front-loaded. China’s version is decentralized, conditional, and administrative, working through balance sheets rather than announcements.</p><p style=\"text-align: start;\">That makes it difficult to quantify—and easy to underestimate.</p><p style=\"text-align: start;\">Recent credit data illustrate the problem. Policymakers have pledged to maintain proactive fiscal policy and deploy monetary tools, but headline lending figures still look underwhelming. New yuan loans have repeatedly undershot expectations despite measures that include a 500-billion-yuan ($71 billion) infrastructure funding program, according to government numbers.</p><p style=\"text-align: start;\">There is also deeper skepticism at play. Investors burned by false dawns in China’s property market are reluctant to reprice assets without unmistakable signals. Incremental easing doesn’t inspire confidence when sentiment is fragile.</p><p style=\"text-align: start;\">Yet this caution cuts both ways. By prioritizing debt containment and financial stability, Beijing may be trading short-term growth for lower long-term volatility. That approach won’t excite markets—but it reduces the risk of abrupt reversals or financial accidents.</p><p style=\"text-align: start;\">For investors, the implications are selective rather than sweeping. Companies tied to infrastructure, utilities, and state-led investment stand to benefit more than discretionary consumer plays. Certain domestic brands aligned with subsidy programs may continue to outperform even as broader consumption remains subdued.</p><p>China’s stimulus, in other words, isn’t absent. It is operating in the background, reshaping incentives and stabilizing weak points without advertising itself as such.</p><p style=\"text-align: start;\">Markets may eventually catch on—but only if they stop looking for a bazooka and start paying attention to the plumbing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595737721","content_text":"For much of the past year, global investors have been waiting for China to do something dramatic: a massive fiscal package, a sweeping consumer giveaway, a decisive interest-rate cut signaling Beijing is serious about reviving growth.None has arrived. And that absence has helped cement a prevailing narrative: China isn’t stimulating, and without a big push, its economy will continue to drift.But that framing misses what is happening on the ground. China hasn’t launched a stimulus bazooka. Instead, it has rolled out something far quieter, far messier—and far harder for markets to price.The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.Rather than a single, headline-grabbing package, Beijing has opted for a fragmented, administrative approach that channels support through local governments, state banks, and state-owned enterprises. The goal isn’t to juice short-term growth, but to stabilize a heavily indebted economy without reigniting the excesses that led to the slowdown.That distinction—form over size—helps explain why China’s economy looks weak in the headline data yet more resilient beneath the surface.One clear example is local government finance. Over the past year, Beijing has expanded programs allowing local authorities to refinance high-cost, off-balance-sheet debt through longer-term, lower-interest instruments backed by the central government. These debt swaps don’t create new spending that boosts GDP. They ease cash-flow pressure, reduce default risk, and keep basic infrastructure and public services running.To investors scanning for fiscal fireworks, that looks like inaction. To local governments struggling under years of land-sale collapses and pandemic-era borrowing, it is meaningful relief.A similar dynamic is playing out in property. Rather than rescuing developers outright, policymakers have focused on selective housing support aimed at completion and stabilization. State banks have been encouraged to extend credit for unfinished projects, purchase restrictions loosened in lower-tier cities, and mortgage terms adjusted at the margin.The impact is incremental. Home sales remain weak, and prices continue to drift. But the emphasis has shifted from reigniting speculation to preventing a disorderly unwind—a choice that limits upside while capping systemic risk.The largest flow of stimulus, however, may be running through state-owned enterprises. With private investment subdued, SOEs have taken the lead on capital expenditure in energy, transport, utilities, and advanced manufacturing. These projects—grid upgrades, renewables, industrial automation—align with long-term policy goals rather than short-term demand creation.From a market perspective, this matters because SOE-led capex doesn’t behave like traditional stimulus. It is slower, less cyclical, and less visible in consumer data. But it supports steady demand for infrastructure suppliers, equipment makers, and utilities—sectors that have quietly shown earnings resilience.Even on the consumer side, Beijing’s approach has been deliberately narrow. Subsidies for appliances, electric vehicles, and home upgrades have expanded in some regions, often tied to trade-in programs or local initiatives. The aim is to pull forward specific spending without encouraging households to take on new debt.That reflects a deeper tension in China’s policy framework. After a recent Central Economic Work Conference, Max Zenglein, senior economist for Asia-Pacific at The Conference Board, noted that officials continue to emphasize consumption while constrained by debt and supply-side priorities. “Again and again they’re trying to emphasize consumption,” Zenglein said, “but we’ve seen that before. The contradiction between strong domestic supply and weak demand is prominent.”For some households, the incentives are enough to tip decisions that had been put on hold. “We weren’t planning to replace anything this year,” said a 41-year-old office worker in eastern China who recently upgraded her refrigerator using a local trade-in subsidy. “But the rebate made it feel reasonable—it wasn’t about spending more, just spending smarter.”That caution reflects a belief inside policymaking circles that dramatic stimulus is neither necessary nor desirable. “Strong exports limited the need to turbocharge domestic demand this year,” said Xu Tianchen, a senior economist at the Economist Intelligence Unit. “I think policymakers have turned their attention to 2026, since the around 5% growth target seems within reach for this year, so there’s little additional motivation for further stimulus.”The result is a consumer economy that looks weak in aggregate, yet surprisingly durable in targeted categories—particularly those tied to durability, energy efficiency, and household upgrading.So why has this “invisible” stimulus failed to move markets?Part of the answer lies in expectations. Western-style stimulus is centralized, legible, and front-loaded. China’s version is decentralized, conditional, and administrative, working through balance sheets rather than announcements.That makes it difficult to quantify—and easy to underestimate.Recent credit data illustrate the problem. Policymakers have pledged to maintain proactive fiscal policy and deploy monetary tools, but headline lending figures still look underwhelming. New yuan loans have repeatedly undershot expectations despite measures that include a 500-billion-yuan ($71 billion) infrastructure funding program, according to government numbers.There is also deeper skepticism at play. Investors burned by false dawns in China’s property market are reluctant to reprice assets without unmistakable signals. Incremental easing doesn’t inspire confidence when sentiment is fragile.Yet this caution cuts both ways. By prioritizing debt containment and financial stability, Beijing may be trading short-term growth for lower long-term volatility. That approach won’t excite markets—but it reduces the risk of abrupt reversals or financial accidents.For investors, the implications are selective rather than sweeping. Companies tied to infrastructure, utilities, and state-led investment stand to benefit more than discretionary consumer plays. Certain domestic brands aligned with subsidy programs may continue to outperform even as broader consumption remains subdued.China’s stimulus, in other words, isn’t absent. It is operating in the background, reshaping incentives and stabilizing weak points without advertising itself as such.Markets may eventually catch on—but only if they stop looking for a bazooka and start paying attention to the plumbing.","news_type":1,"symbols_score_info":{"YINN":2,"000001.SH":2,"HSI":2}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516988618769136,"gmtCreate":1767240843945,"gmtModify":1767240848828,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"htmlText":"One-sentence summary of my 2025 investing: 2025 taught me that disciplined risk management and patience matter more than being right, especially when trading options in fast-moving markets. My investment goal for 2026: In 2026, my goal is to compound steadily by focusing on high-probability option setups, stricter position sizing, and consistent execution rather than chasing returns.","listText":"One-sentence summary of my 2025 investing: 2025 taught me that disciplined risk management and patience matter more than being right, especially when trading options in fast-moving markets. My investment goal for 2026: In 2026, my goal is to compound steadily by focusing on high-probability option setups, stricter position sizing, and consistent execution rather than chasing returns.","text":"One-sentence summary of my 2025 investing: 2025 taught me that disciplined risk management and patience matter more than being right, especially when trading options in fast-moving markets. My investment goal for 2026: In 2026, my goal is to compound steadily by focusing on high-probability option setups, stricter position sizing, and consistent execution rather than chasing returns.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516988618769136","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":514249076920680,"gmtCreate":1766576659284,"gmtModify":1766576663149,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$&nbsp;","listText":"Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$&nbsp;","text":"Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/514249076920680","repostId":"2593471396","repostType":2,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513801359507704,"gmtCreate":1766470080547,"gmtModify":1766471007175,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Surprised tiger still covering ark. Scam&nbsp;","listText":"Surprised tiger still covering ark. Scam&nbsp;","text":"Surprised tiger still covering ark. Scam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513801359507704","repostId":"2593468247","repostType":2,"repost":{"id":"2593468247","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1766468851,"share":"https://ttm.financial/m/news/2593468247?lang=en_US&edition=fundamental","pubTime":"2025-12-23 13:47","market":"us","language":"en","title":"Cathie Wood Sells Another $30 Million Worth Of Tesla Stock Amid Profitability Doubts, Ark Also Dumps Palantir Stock — Buys This Robotaxi Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2593468247","media":"Benzinga","summary":"Ark Invest executed significant trades involving Tesla, Palantir, Shopify, and WeRide, reflecting strategic adjustments in response to market dynamics and company-specific developments.","content":"<html><head></head><body><p>On Monday, <strong>Cathie Wood</strong>‘s <strong>Ark Invest</strong> executed significant trades involving <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a></strong>, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong>, <strong><a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>.</strong> and <strong><a href=\"https://laohu8.com/S/WRD\">WeRide Inc.</a></strong>. These trades reflect Ark’s strategic adjustments in response to market dynamics and company-specific developments.</p><p>Ark Invest sold shares of <strong>Tesla</strong> across multiple ETFs, including <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong>, <strong><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a></strong>, and <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong>. The total shares sold amounted to 60,715, with the stock closing at $488.73 on Monday. This sale translates to a transaction value of approximately $29.7 million.</p><p>Recent discussions around the <strong>Elon Musk</strong>-led company’s financial prospects highlight concerns from investment firm <strong>Gerber Kawasaki</strong>, which suggests potential challenges in achieving GAAP profitability. Despite these concerns, Tesla’s market share in the EV sector remains robust.</p><p>Notably, last week, Ark sold $11 million worth of Tesla stock.</p><p>Ark Invest reduced its position in Palantir by selling 47,309 shares through <strong>ARKQ</strong> and <strong>ARKW</strong>. With Palantir’s stock closing at $193.98, the total value of this trade is approximately $9.2 million.</p><p>Mariana Perez Mora from BofA Securities remains optimistic about Palantir’s growth, driven by AI adoption and a strong U.S. commercial business. BofA cited strong momentum in Palantir&#39;s U.S. Commercial business, supported by a strengthening backlog, shorter contract durations and customers expanding usage across the platform. The firm also highlighted a recent two-year $448 million government order, aligning with U.S. reindustrialization priorities, and said operating leverage could drive margin expansion as enterprise AI adoption accelerates</p><p><strong>The SHOP Trade</strong> saw Ark Invest selling 33,164 shares of <strong>Shopify Inc.</strong> through <strong>ARK Blockchain &amp; Fintech Innovation ETF </strong>and <strong>ARKW</strong>. With a closing price of $169.67, this trade is valued at approximately $5.6 million.</p><p>Earlier in the month, Shopify unveiled its Winter 2026 Edition, highlighting expanded capabilities across artificial intelligence, checkout, marketing, and merchant tools, with a strong focus on agentic commerce. JPMorgan said the updates reinforced confidence in Shopify&#39;s long-term growth, citing deeper integration of its Sidekick AI assistant, including new proactive features designed to help small and midsize merchants scale efficiently.</p><p><strong>The WRD Trade</strong> featured Ark Invest purchasing 520,697 shares of <strong>WeRide Inc.</strong> through <strong>ARKQ</strong>. The stock closed at $8.97, making this acquisition worth approximately $4.7 million.</p><p>Earlier in the month, it was reported that WeRide launched public Robotaxi passenger rides in Dubai via the <strong>Uber</strong> app, starting in the Umm Suqeim and Jumeirah districts, marking a key step toward a fully driverless rollout planned for early 2026. The trial followed months of joint testing and currently operates with an onboard vehicle specialist, supporting Dubai&#39;s goal of reaching 25% autonomous journeys by 2030.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $30 Million Worth Of Tesla Stock Amid Profitability Doubts, Ark Also Dumps Palantir Stock — Buys This Robotaxi Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells Another $30 Million Worth Of Tesla Stock Amid Profitability Doubts, Ark Also Dumps Palantir Stock — Buys This Robotaxi Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-12-23 13:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Monday, <strong>Cathie Wood</strong>‘s <strong>Ark Invest</strong> executed significant trades involving <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a></strong>, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong>, <strong><a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>.</strong> and <strong><a href=\"https://laohu8.com/S/WRD\">WeRide Inc.</a></strong>. These trades reflect Ark’s strategic adjustments in response to market dynamics and company-specific developments.</p><p>Ark Invest sold shares of <strong>Tesla</strong> across multiple ETFs, including <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong>, <strong><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a></strong>, and <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong>. The total shares sold amounted to 60,715, with the stock closing at $488.73 on Monday. This sale translates to a transaction value of approximately $29.7 million.</p><p>Recent discussions around the <strong>Elon Musk</strong>-led company’s financial prospects highlight concerns from investment firm <strong>Gerber Kawasaki</strong>, which suggests potential challenges in achieving GAAP profitability. Despite these concerns, Tesla’s market share in the EV sector remains robust.</p><p>Notably, last week, Ark sold $11 million worth of Tesla stock.</p><p>Ark Invest reduced its position in Palantir by selling 47,309 shares through <strong>ARKQ</strong> and <strong>ARKW</strong>. With Palantir’s stock closing at $193.98, the total value of this trade is approximately $9.2 million.</p><p>Mariana Perez Mora from BofA Securities remains optimistic about Palantir’s growth, driven by AI adoption and a strong U.S. commercial business. BofA cited strong momentum in Palantir&#39;s U.S. Commercial business, supported by a strengthening backlog, shorter contract durations and customers expanding usage across the platform. The firm also highlighted a recent two-year $448 million government order, aligning with U.S. reindustrialization priorities, and said operating leverage could drive margin expansion as enterprise AI adoption accelerates</p><p><strong>The SHOP Trade</strong> saw Ark Invest selling 33,164 shares of <strong>Shopify Inc.</strong> through <strong>ARK Blockchain &amp; Fintech Innovation ETF </strong>and <strong>ARKW</strong>. With a closing price of $169.67, this trade is valued at approximately $5.6 million.</p><p>Earlier in the month, Shopify unveiled its Winter 2026 Edition, highlighting expanded capabilities across artificial intelligence, checkout, marketing, and merchant tools, with a strong focus on agentic commerce. JPMorgan said the updates reinforced confidence in Shopify&#39;s long-term growth, citing deeper integration of its Sidekick AI assistant, including new proactive features designed to help small and midsize merchants scale efficiently.</p><p><strong>The WRD Trade</strong> featured Ark Invest purchasing 520,697 shares of <strong>WeRide Inc.</strong> through <strong>ARKQ</strong>. The stock closed at $8.97, making this acquisition worth approximately $4.7 million.</p><p>Earlier in the month, it was reported that WeRide launched public Robotaxi passenger rides in Dubai via the <strong>Uber</strong> app, starting in the Umm Suqeim and Jumeirah districts, marking a key step toward a fully driverless rollout planned for early 2026. The trial followed months of joint testing and currently operates with an onboard vehicle specialist, supporting Dubai&#39;s goal of reaching 25% autonomous journeys by 2030.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4604":"机器人概念","BK4524":"宅经济概念","TSYW.SI":"TESLA 3xLongSG261006","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - 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These trades reflect Ark’s strategic adjustments in response to market dynamics and company-specific developments.Ark Invest sold shares of Tesla across multiple ETFs, including ARK Innovation ETF, ARK Autonomous Technology & Robotics ETF, and ARK Next Generation Internet ETF. The total shares sold amounted to 60,715, with the stock closing at $488.73 on Monday. This sale translates to a transaction value of approximately $29.7 million.Recent discussions around the Elon Musk-led company’s financial prospects highlight concerns from investment firm Gerber Kawasaki, which suggests potential challenges in achieving GAAP profitability. Despite these concerns, Tesla’s market share in the EV sector remains robust.Notably, last week, Ark sold $11 million worth of Tesla stock.Ark Invest reduced its position in Palantir by selling 47,309 shares through ARKQ and ARKW. With Palantir’s stock closing at $193.98, the total value of this trade is approximately $9.2 million.Mariana Perez Mora from BofA Securities remains optimistic about Palantir’s growth, driven by AI adoption and a strong U.S. commercial business. BofA cited strong momentum in Palantir's U.S. Commercial business, supported by a strengthening backlog, shorter contract durations and customers expanding usage across the platform. The firm also highlighted a recent two-year $448 million government order, aligning with U.S. reindustrialization priorities, and said operating leverage could drive margin expansion as enterprise AI adoption acceleratesThe SHOP Trade saw Ark Invest selling 33,164 shares of Shopify Inc. through ARK Blockchain & Fintech Innovation ETF and ARKW. With a closing price of $169.67, this trade is valued at approximately $5.6 million.Earlier in the month, Shopify unveiled its Winter 2026 Edition, highlighting expanded capabilities across artificial intelligence, checkout, marketing, and merchant tools, with a strong focus on agentic commerce. JPMorgan said the updates reinforced confidence in Shopify's long-term growth, citing deeper integration of its Sidekick AI assistant, including new proactive features designed to help small and midsize merchants scale efficiently.The WRD Trade featured Ark Invest purchasing 520,697 shares of WeRide Inc. through ARKQ. The stock closed at $8.97, making this acquisition worth approximately $4.7 million.Earlier in the month, it was reported that WeRide launched public Robotaxi passenger rides in Dubai via the Uber app, starting in the Umm Suqeim and Jumeirah districts, marking a key step toward a fully driverless rollout planned for early 2026. The trial followed months of joint testing and currently operates with an onboard vehicle specialist, supporting Dubai's goal of reaching 25% autonomous journeys by 2030.","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"SHOP":0.69,"00800":1.88,"TSLA":1.95}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508228993786240,"gmtCreate":1765101144646,"gmtModify":1765104901552,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"htmlText":"jpm analyst always accurate one. say no ai bubble then bo ai bubble","listText":"jpm analyst always accurate one. say no ai bubble then bo ai bubble","text":"jpm analyst always accurate one. say no ai bubble then bo ai bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508228993786240","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507134231319072,"gmtCreate":1764833772396,"gmtModify":1764834728368,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Scam alternate is exploring mars ai ?&nbsp;","listText":"Scam alternate is exploring mars ai ?&nbsp;","text":"Scam alternate is exploring mars ai ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507134231319072","repostId":"2588079730","repostType":2,"repost":{"id":"2588079730","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764825567,"share":"https://ttm.financial/m/news/2588079730?lang=en_US&edition=fundamental","pubTime":"2025-12-04 13:19","market":"hk","language":"en","title":"Sam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2588079730","media":"Dow Jones","summary":"OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk's SpaceX.Altman...","content":"<html><head></head><body><p>OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk&#39;s SpaceX.</p><p>Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks. Among the proposals was for OpenAI to make a series of equity investments in the company and end up with a controlling stake. Such an investment would total billions of dollars over time.</p><p>The talks are no longer active, people close to OpenAI said.</p><p>Altman and OpenAI are facing market headwinds after striking hundreds of billions of dollars in computing deals without publicly offering a clear picture of how the startup will pay for the build-out.</p><p>OpenAI on Monday declared a &#34;code red&#34; to improve ChatGPT after it began losing market share to Google&#39;s Gemini chatbot. As a result, OpenAI is delaying the rollout of other products, including advertising, and encouraging employees to temporarily transfer teams to work on the chatbot.</p><p>Altman has been interested in the possibility of building data centers in space for some time, suggesting that the insatiable demand for computing resources to power artificial-intelligence systems eventually could require so much power that the environmental consequences would make space a better option. Orbital data centers would allow companies to harness the power of the sun to operate them, advocates say.</p><p>Founded by former employees at Jeff Bezos&#39; Blue Origin, Stoke is working on building a fully reusable rocket, something SpaceX is also attempting to pull off. Tech CEOs including Bezos, Musk and Google&#39;s Sundar Pichai have extolled the possibility of building AI computing clusters in space.</p><p>The concept is unproven, although Alphabet&#39;s Google and satellite operator Planet Labs struck a deal to send up two prototype satellites with Google AI chips on board in 2027.</p><p>&#34;I do guess that a lot of the world gets covered in data centers over time,&#34; Altman recently said on a podcast with Theo Von. &#34;Like, maybe we build a big Dyson sphere around the solar system and say, &#34;Hey, it actually makes no sense to put these on Earth.&#34;</p><p>The discussions over a potential rocket investment began taking shape at a time when market enthusiasm for AI was at a peak. Altman announced a series of chip and data center deals in September and October with companies including Oracle, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Advanced Micro Devices and others.</p><p>Investors greeted those announcements warmly, with Oracle and Nvidia shares rising rapidly in the weeks after the announcements, where Altman promised a vast build-out of computing warehouses. But the market has since soured on expansionist AI ambitions, with Oracle shares falling about 19% in the last month and Nvidia declining some 13%.</p><p>The chief financial officer of Nvidia said this week that the company&#39;s $100 billion deal with OpenAI has yet to be finalized.</p><p>OpenAI signed up for almost $600 billion in new computing commitments in the past few months alone, raising questions about how it will pay for the developments. The startup is set to make $13 billion in revenue this year, and is also coming under pressure from the startup Anthropic, which is quickly growing sales among coders and enterprises.</p><p><a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.</p><p>Altman is a longtime venture capitalist who once ran the startup incubator Y Combinator, which invested in Stoke. He oversees an opaque and sprawling investment portfolio that includes more than 400 companies, The Wall Street Journal reported last year.</p><p>He no longer makes as many personal investments as before but isn&#39;t shy about using OpenAI&#39;s balance sheet to fund ambitious projects. Earlier this year, for example, he committed OpenAI to investing $18 billion in a new data-center company, called Stargate, alongside SoftBank.</p><p>The proposed partnership with Stoke would have put Altman in even more direct competition with Musk, given SpaceX&#39;s dominant position in rocket launch and Musk&#39;s rival AI startup xAI. Altman also recently started Merge Labs, a brain-computer interface startup that competes with Musk&#39;s Neuralink, and OpenAI is building a social network that could compete with X.</p><p>Striking a deal with Stoke would have given Altman exposure to a rocket, called Nova, the company has been developing. Creating a new rocket is rife with technical challenges and regulatory issues and can often take a decade, making it difficult to start a new company from scratch. Several launch companies are working to challenge SpaceX&#39;s position, including Blue Origin, <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> and Stoke.</p><p>&#34;Should I build a rocket company?&#34; Altman asked rhetorically in a June podcast appearance with his brother.</p><p>&#34;I hope that eventually humanity is consuming way more energy than we could ever be generating on Earth,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-04 13:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk&#39;s SpaceX.</p><p>Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks. Among the proposals was for OpenAI to make a series of equity investments in the company and end up with a controlling stake. Such an investment would total billions of dollars over time.</p><p>The talks are no longer active, people close to OpenAI said.</p><p>Altman and OpenAI are facing market headwinds after striking hundreds of billions of dollars in computing deals without publicly offering a clear picture of how the startup will pay for the build-out.</p><p>OpenAI on Monday declared a &#34;code red&#34; to improve ChatGPT after it began losing market share to Google&#39;s Gemini chatbot. As a result, OpenAI is delaying the rollout of other products, including advertising, and encouraging employees to temporarily transfer teams to work on the chatbot.</p><p>Altman has been interested in the possibility of building data centers in space for some time, suggesting that the insatiable demand for computing resources to power artificial-intelligence systems eventually could require so much power that the environmental consequences would make space a better option. Orbital data centers would allow companies to harness the power of the sun to operate them, advocates say.</p><p>Founded by former employees at Jeff Bezos&#39; Blue Origin, Stoke is working on building a fully reusable rocket, something SpaceX is also attempting to pull off. Tech CEOs including Bezos, Musk and Google&#39;s Sundar Pichai have extolled the possibility of building AI computing clusters in space.</p><p>The concept is unproven, although Alphabet&#39;s Google and satellite operator Planet Labs struck a deal to send up two prototype satellites with Google AI chips on board in 2027.</p><p>&#34;I do guess that a lot of the world gets covered in data centers over time,&#34; Altman recently said on a podcast with Theo Von. &#34;Like, maybe we build a big Dyson sphere around the solar system and say, &#34;Hey, it actually makes no sense to put these on Earth.&#34;</p><p>The discussions over a potential rocket investment began taking shape at a time when market enthusiasm for AI was at a peak. Altman announced a series of chip and data center deals in September and October with companies including Oracle, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Advanced Micro Devices and others.</p><p>Investors greeted those announcements warmly, with Oracle and Nvidia shares rising rapidly in the weeks after the announcements, where Altman promised a vast build-out of computing warehouses. But the market has since soured on expansionist AI ambitions, with Oracle shares falling about 19% in the last month and Nvidia declining some 13%.</p><p>The chief financial officer of Nvidia said this week that the company&#39;s $100 billion deal with OpenAI has yet to be finalized.</p><p>OpenAI signed up for almost $600 billion in new computing commitments in the past few months alone, raising questions about how it will pay for the developments. The startup is set to make $13 billion in revenue this year, and is also coming under pressure from the startup Anthropic, which is quickly growing sales among coders and enterprises.</p><p><a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.</p><p>Altman is a longtime venture capitalist who once ran the startup incubator Y Combinator, which invested in Stoke. He oversees an opaque and sprawling investment portfolio that includes more than 400 companies, The Wall Street Journal reported last year.</p><p>He no longer makes as many personal investments as before but isn&#39;t shy about using OpenAI&#39;s balance sheet to fund ambitious projects. Earlier this year, for example, he committed OpenAI to investing $18 billion in a new data-center company, called Stargate, alongside SoftBank.</p><p>The proposed partnership with Stoke would have put Altman in even more direct competition with Musk, given SpaceX&#39;s dominant position in rocket launch and Musk&#39;s rival AI startup xAI. Altman also recently started Merge Labs, a brain-computer interface startup that competes with Musk&#39;s Neuralink, and OpenAI is building a social network that could compete with X.</p><p>Striking a deal with Stoke would have given Altman exposure to a rocket, called Nova, the company has been developing. Creating a new rocket is rife with technical challenges and regulatory issues and can often take a decade, making it difficult to start a new company from scratch. Several launch companies are working to challenge SpaceX&#39;s position, including Blue Origin, <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> and Stoke.</p><p>&#34;Should I build a rocket company?&#34; Altman asked rhetorically in a June podcast appearance with his brother.</p><p>&#34;I hope that eventually humanity is consuming way more energy than we could ever be generating on Earth,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4099":"汽车制造商","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","DXYZ":"Destiny Tech100 Inc","BK4561":"索罗斯持仓","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4566":"资本集团","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","BK4574":"无人驾驶","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4573":"虚拟现实","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588079730","content_text":"OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk's SpaceX.Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks. Among the proposals was for OpenAI to make a series of equity investments in the company and end up with a controlling stake. Such an investment would total billions of dollars over time.The talks are no longer active, people close to OpenAI said.Altman and OpenAI are facing market headwinds after striking hundreds of billions of dollars in computing deals without publicly offering a clear picture of how the startup will pay for the build-out.OpenAI on Monday declared a \"code red\" to improve ChatGPT after it began losing market share to Google's Gemini chatbot. As a result, OpenAI is delaying the rollout of other products, including advertising, and encouraging employees to temporarily transfer teams to work on the chatbot.Altman has been interested in the possibility of building data centers in space for some time, suggesting that the insatiable demand for computing resources to power artificial-intelligence systems eventually could require so much power that the environmental consequences would make space a better option. Orbital data centers would allow companies to harness the power of the sun to operate them, advocates say.Founded by former employees at Jeff Bezos' Blue Origin, Stoke is working on building a fully reusable rocket, something SpaceX is also attempting to pull off. Tech CEOs including Bezos, Musk and Google's Sundar Pichai have extolled the possibility of building AI computing clusters in space.The concept is unproven, although Alphabet's Google and satellite operator Planet Labs struck a deal to send up two prototype satellites with Google AI chips on board in 2027.\"I do guess that a lot of the world gets covered in data centers over time,\" Altman recently said on a podcast with Theo Von. \"Like, maybe we build a big Dyson sphere around the solar system and say, \"Hey, it actually makes no sense to put these on Earth.\"The discussions over a potential rocket investment began taking shape at a time when market enthusiasm for AI was at a peak. Altman announced a series of chip and data center deals in September and October with companies including Oracle, Nvidia, Advanced Micro Devices and others.Investors greeted those announcements warmly, with Oracle and Nvidia shares rising rapidly in the weeks after the announcements, where Altman promised a vast build-out of computing warehouses. But the market has since soured on expansionist AI ambitions, with Oracle shares falling about 19% in the last month and Nvidia declining some 13%.The chief financial officer of Nvidia said this week that the company's $100 billion deal with OpenAI has yet to be finalized.OpenAI signed up for almost $600 billion in new computing commitments in the past few months alone, raising questions about how it will pay for the developments. The startup is set to make $13 billion in revenue this year, and is also coming under pressure from the startup Anthropic, which is quickly growing sales among coders and enterprises.News Corp, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.Altman is a longtime venture capitalist who once ran the startup incubator Y Combinator, which invested in Stoke. He oversees an opaque and sprawling investment portfolio that includes more than 400 companies, The Wall Street Journal reported last year.He no longer makes as many personal investments as before but isn't shy about using OpenAI's balance sheet to fund ambitious projects. Earlier this year, for example, he committed OpenAI to investing $18 billion in a new data-center company, called Stargate, alongside SoftBank.The proposed partnership with Stoke would have put Altman in even more direct competition with Musk, given SpaceX's dominant position in rocket launch and Musk's rival AI startup xAI. Altman also recently started Merge Labs, a brain-computer interface startup that competes with Musk's Neuralink, and OpenAI is building a social network that could compete with X.Striking a deal with Stoke would have given Altman exposure to a rocket, called Nova, the company has been developing. Creating a new rocket is rife with technical challenges and regulatory issues and can often take a decade, making it difficult to start a new company from scratch. Several launch companies are working to challenge SpaceX's position, including Blue Origin, Rocket Lab and Stoke.\"Should I build a rocket company?\" Altman asked rhetorically in a June podcast appearance with his brother.\"I hope that eventually humanity is consuming way more energy than we could ever be generating on Earth,\" he said.","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506791853445280,"gmtCreate":1764750170385,"gmtModify":1764751843017,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"I see blood in the streets and I'm hungry&nbsp;","listText":"I see blood in the streets and I'm hungry&nbsp;","text":"I see blood in the streets and I'm hungry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506791853445280","repostId":"1179545016","repostType":2,"repost":{"id":"1179545016","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1764748800,"share":"https://ttm.financial/m/news/1179545016?lang=en_US&edition=fundamental","pubTime":"2025-12-03 16:00","market":"us","language":"en","title":"The 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1179545016","media":"Trading Random","summary":"The crash Tuesday of American Bitcoin, a crypto miner, was swift and dramatic.","content":"<html><head></head><body><p>The crash Tuesday of <a href=\"https://laohu8.com/S/ABTC\">American Bitcoin Corp.</a>, a crypto miner, was swift and dramatic. At 9:31 a.m. on Wall Street, just a minute after trading commenced, its shares had already plummeted by 33%. Five minutes later, this figure worsened to a 42% drop, culminating in an over 50% loss by 9:56 a.m.</p><p>American Bitcoin quickly became emblematic of the crypto market turmoil in late 2025 and the fall of various ventures the Trump family has championed in the digital currency arena over the past year. While the broader crypto markets have seen a decline of about 25%, particularly Bitcoin, Trump-related projects have been hit significantly harder.</p><p>World Liberty Financial, co-founded by President Trump and his sons, experienced a 51% drop in its WLFI token since early September, faring worse than both Bitcoin and smaller digital tokens. Alt5 Sigma, a company endorsed by Trump&#39;s sons, has nosedived around 75%, grappling with increasing legal troubles.</p><p>Additionally, memecoins named after President Trump and Melania Trump have plummeted approximately 90% and 99%, respectively, since their January highs. American Bitcoin, co-founded by Eric Trump, has fallen 75% following the recent crash.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/213bce8491ef3b57501cda11c6861963\" title=\"\" tg-width=\"952\" tg-height=\"647\"/></p><p>These declines have significantly eroded the substantial crypto wealth amassed by the Trump family earlier this year, bearing broader implications for both the digital asset industry and President Trump&#39;s public standing. Initially, Trump&#39;s endorsement had boosted a variety of crypto tokens during the early months of his second term, turning Bitcoin&#39;s price into a measure of his political prosperity.</p><p>Currently, however, what was perceived as a Trump premium has transformed into a Trump drag, undermining one of the crucial supports for crypto assets and reflecting the rapid ebb of confidence in these speculative markets – and the president himself.</p><p>“The Trump presidency has been a double-edged sword for legitimacy,” stated Hilary Allen, a law professor at American University’s Washington College of Law. “Trump initiated numerous crypto projects; however, many quickly lost value. This has not aided in achieving legitimacy through the Trump family.”</p><p>World Liberty Financial and the entity behind Trump’s memecoin, Fight Fight Fight, have not commented on recent developments.</p><p>Despite President Trump scaling down his public promotion of crypto, Eric Trump took to social media on Tuesday, attributing American Bitcoin’s poor performance to the expiration of a lockup period for its shares rather than wider market weaknesses.</p><p>“Our fundamentals are virtually unmatched,” he wrote in a post on X. “I’m 100% committed to leading the industry.”</p><p>Indeed, dramatic shifts in assets linked to the Trump family are not unusual for a notoriously volatile industry. Digital tokens have previously experienced steep declines before rebounding. As American Bitcoin faltered on Tuesday, Bitcoin itself enjoyed one of its best days in weeks, climbing approximately 6%.</p><p>Earlier this year, Trump’s endorsement of the technology had sparked hopes of lifting digital tokens out of their repetitive boom-bust cycle to become a reliable financial system component. Many crypto enthusiasts believed Trump could ensure the success of his cherished projects.</p><p>For a while, this cross-promotional strategy appeared effective. Supporters of President Trump bought Trump tokens, driving up their value. Gryphon Digital&#39;s shares soared 173% after announcing a merger with Eric Trump’s American Bitcoin in May, followed by another 16% rise when trading began post-merger in September.</p><p>These initiatives benefited from policies and regulatory shifts Trump advocated, particularly legislation aimed at mainstreaming crypto stablecoins pegged to the dollar.</p><p>Nevertheless, warning signs grew progressively clearer. The memecoins launched pre-inauguration with Trump’s extensive promotion steadily lost momentum, witnessing only sporadic recovery moments, such as the April rally following a dinner invitation from the president to major memecoin holders.</p><p>Joel Li, CEO of an online marketplace for electric vehicles, bought the memecoin for the dinner but sold out shortly thereafter, noting worsening conditions post-Trump’s October tariff escalation against China.</p><p>“People began realizing this might not align with their expectations,” Li stated.</p><p>Michael Terpin, a seasoned crypto investor, noted the tariffs served as a stark reminder: “Trump giveth and Trump taketh away.”</p><p>The challenges extend beyond broader market uncertainties. American Bitcoin faced scrutiny over its mining machines, sourced from a Chinese manufacturer, being investigated for US national security risks. Meanwhile, Alt5 Sigma confronted executive departures following a criminal probe in Rwanda involving one of its subsidiaries.</p><p>Alt5 Sigma has not commented on recent issues.</p><p>The downturn since October has erased over $1 billion from the Trumps’ crypto ventures, yet they retain significant profits, per Bloomberg Billionaires Index. Retail investors who bought assets at peak values are bearing the brunt of the losses.</p><p>Kevin Hu, a 22-year-old student in Vancouver, anticipated a continued rally but watched his digital token portfolio shrink by up to 40% mid-November.</p><p>“You’d think the president&#39;s pro-crypto stance would establish a market floor,” he remarked. “But the reality was different. The memecoin controversies disillusioned many.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2025-12-03 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The crash Tuesday of <a href=\"https://laohu8.com/S/ABTC\">American Bitcoin Corp.</a>, a crypto miner, was swift and dramatic. At 9:31 a.m. on Wall Street, just a minute after trading commenced, its shares had already plummeted by 33%. Five minutes later, this figure worsened to a 42% drop, culminating in an over 50% loss by 9:56 a.m.</p><p>American Bitcoin quickly became emblematic of the crypto market turmoil in late 2025 and the fall of various ventures the Trump family has championed in the digital currency arena over the past year. While the broader crypto markets have seen a decline of about 25%, particularly Bitcoin, Trump-related projects have been hit significantly harder.</p><p>World Liberty Financial, co-founded by President Trump and his sons, experienced a 51% drop in its WLFI token since early September, faring worse than both Bitcoin and smaller digital tokens. Alt5 Sigma, a company endorsed by Trump&#39;s sons, has nosedived around 75%, grappling with increasing legal troubles.</p><p>Additionally, memecoins named after President Trump and Melania Trump have plummeted approximately 90% and 99%, respectively, since their January highs. American Bitcoin, co-founded by Eric Trump, has fallen 75% following the recent crash.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/213bce8491ef3b57501cda11c6861963\" title=\"\" tg-width=\"952\" tg-height=\"647\"/></p><p>These declines have significantly eroded the substantial crypto wealth amassed by the Trump family earlier this year, bearing broader implications for both the digital asset industry and President Trump&#39;s public standing. Initially, Trump&#39;s endorsement had boosted a variety of crypto tokens during the early months of his second term, turning Bitcoin&#39;s price into a measure of his political prosperity.</p><p>Currently, however, what was perceived as a Trump premium has transformed into a Trump drag, undermining one of the crucial supports for crypto assets and reflecting the rapid ebb of confidence in these speculative markets – and the president himself.</p><p>“The Trump presidency has been a double-edged sword for legitimacy,” stated Hilary Allen, a law professor at American University’s Washington College of Law. “Trump initiated numerous crypto projects; however, many quickly lost value. This has not aided in achieving legitimacy through the Trump family.”</p><p>World Liberty Financial and the entity behind Trump’s memecoin, Fight Fight Fight, have not commented on recent developments.</p><p>Despite President Trump scaling down his public promotion of crypto, Eric Trump took to social media on Tuesday, attributing American Bitcoin’s poor performance to the expiration of a lockup period for its shares rather than wider market weaknesses.</p><p>“Our fundamentals are virtually unmatched,” he wrote in a post on X. “I’m 100% committed to leading the industry.”</p><p>Indeed, dramatic shifts in assets linked to the Trump family are not unusual for a notoriously volatile industry. Digital tokens have previously experienced steep declines before rebounding. As American Bitcoin faltered on Tuesday, Bitcoin itself enjoyed one of its best days in weeks, climbing approximately 6%.</p><p>Earlier this year, Trump’s endorsement of the technology had sparked hopes of lifting digital tokens out of their repetitive boom-bust cycle to become a reliable financial system component. Many crypto enthusiasts believed Trump could ensure the success of his cherished projects.</p><p>For a while, this cross-promotional strategy appeared effective. Supporters of President Trump bought Trump tokens, driving up their value. Gryphon Digital&#39;s shares soared 173% after announcing a merger with Eric Trump’s American Bitcoin in May, followed by another 16% rise when trading began post-merger in September.</p><p>These initiatives benefited from policies and regulatory shifts Trump advocated, particularly legislation aimed at mainstreaming crypto stablecoins pegged to the dollar.</p><p>Nevertheless, warning signs grew progressively clearer. The memecoins launched pre-inauguration with Trump’s extensive promotion steadily lost momentum, witnessing only sporadic recovery moments, such as the April rally following a dinner invitation from the president to major memecoin holders.</p><p>Joel Li, CEO of an online marketplace for electric vehicles, bought the memecoin for the dinner but sold out shortly thereafter, noting worsening conditions post-Trump’s October tariff escalation against China.</p><p>“People began realizing this might not align with their expectations,” Li stated.</p><p>Michael Terpin, a seasoned crypto investor, noted the tariffs served as a stark reminder: “Trump giveth and Trump taketh away.”</p><p>The challenges extend beyond broader market uncertainties. American Bitcoin faced scrutiny over its mining machines, sourced from a Chinese manufacturer, being investigated for US national security risks. Meanwhile, Alt5 Sigma confronted executive departures following a criminal probe in Rwanda involving one of its subsidiaries.</p><p>Alt5 Sigma has not commented on recent issues.</p><p>The downturn since October has erased over $1 billion from the Trumps’ crypto ventures, yet they retain significant profits, per Bloomberg Billionaires Index. Retail investors who bought assets at peak values are bearing the brunt of the losses.</p><p>Kevin Hu, a 22-year-old student in Vancouver, anticipated a continued rally but watched his digital token portfolio shrink by up to 40% mid-November.</p><p>“You’d think the president&#39;s pro-crypto stance would establish a market floor,” he remarked. “But the reality was different. The memecoin controversies disillusioned many.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABTC":"American Bitcoin"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179545016","content_text":"The crash Tuesday of American Bitcoin Corp., a crypto miner, was swift and dramatic. At 9:31 a.m. on Wall Street, just a minute after trading commenced, its shares had already plummeted by 33%. Five minutes later, this figure worsened to a 42% drop, culminating in an over 50% loss by 9:56 a.m.American Bitcoin quickly became emblematic of the crypto market turmoil in late 2025 and the fall of various ventures the Trump family has championed in the digital currency arena over the past year. While the broader crypto markets have seen a decline of about 25%, particularly Bitcoin, Trump-related projects have been hit significantly harder.World Liberty Financial, co-founded by President Trump and his sons, experienced a 51% drop in its WLFI token since early September, faring worse than both Bitcoin and smaller digital tokens. Alt5 Sigma, a company endorsed by Trump's sons, has nosedived around 75%, grappling with increasing legal troubles.Additionally, memecoins named after President Trump and Melania Trump have plummeted approximately 90% and 99%, respectively, since their January highs. American Bitcoin, co-founded by Eric Trump, has fallen 75% following the recent crash.These declines have significantly eroded the substantial crypto wealth amassed by the Trump family earlier this year, bearing broader implications for both the digital asset industry and President Trump's public standing. Initially, Trump's endorsement had boosted a variety of crypto tokens during the early months of his second term, turning Bitcoin's price into a measure of his political prosperity.Currently, however, what was perceived as a Trump premium has transformed into a Trump drag, undermining one of the crucial supports for crypto assets and reflecting the rapid ebb of confidence in these speculative markets – and the president himself.“The Trump presidency has been a double-edged sword for legitimacy,” stated Hilary Allen, a law professor at American University’s Washington College of Law. “Trump initiated numerous crypto projects; however, many quickly lost value. This has not aided in achieving legitimacy through the Trump family.”World Liberty Financial and the entity behind Trump’s memecoin, Fight Fight Fight, have not commented on recent developments.Despite President Trump scaling down his public promotion of crypto, Eric Trump took to social media on Tuesday, attributing American Bitcoin’s poor performance to the expiration of a lockup period for its shares rather than wider market weaknesses.“Our fundamentals are virtually unmatched,” he wrote in a post on X. “I’m 100% committed to leading the industry.”Indeed, dramatic shifts in assets linked to the Trump family are not unusual for a notoriously volatile industry. Digital tokens have previously experienced steep declines before rebounding. As American Bitcoin faltered on Tuesday, Bitcoin itself enjoyed one of its best days in weeks, climbing approximately 6%.Earlier this year, Trump’s endorsement of the technology had sparked hopes of lifting digital tokens out of their repetitive boom-bust cycle to become a reliable financial system component. Many crypto enthusiasts believed Trump could ensure the success of his cherished projects.For a while, this cross-promotional strategy appeared effective. Supporters of President Trump bought Trump tokens, driving up their value. Gryphon Digital's shares soared 173% after announcing a merger with Eric Trump’s American Bitcoin in May, followed by another 16% rise when trading began post-merger in September.These initiatives benefited from policies and regulatory shifts Trump advocated, particularly legislation aimed at mainstreaming crypto stablecoins pegged to the dollar.Nevertheless, warning signs grew progressively clearer. The memecoins launched pre-inauguration with Trump’s extensive promotion steadily lost momentum, witnessing only sporadic recovery moments, such as the April rally following a dinner invitation from the president to major memecoin holders.Joel Li, CEO of an online marketplace for electric vehicles, bought the memecoin for the dinner but sold out shortly thereafter, noting worsening conditions post-Trump’s October tariff escalation against China.“People began realizing this might not align with their expectations,” Li stated.Michael Terpin, a seasoned crypto investor, noted the tariffs served as a stark reminder: “Trump giveth and Trump taketh away.”The challenges extend beyond broader market uncertainties. American Bitcoin faced scrutiny over its mining machines, sourced from a Chinese manufacturer, being investigated for US national security risks. Meanwhile, Alt5 Sigma confronted executive departures following a criminal probe in Rwanda involving one of its subsidiaries.Alt5 Sigma has not commented on recent issues.The downturn since October has erased over $1 billion from the Trumps’ crypto ventures, yet they retain significant profits, per Bloomberg Billionaires Index. Retail investors who bought assets at peak values are bearing the brunt of the losses.Kevin Hu, a 22-year-old student in Vancouver, anticipated a continued rally but watched his digital token portfolio shrink by up to 40% mid-November.“You’d think the president's pro-crypto stance would establish a market floor,” he remarked. “But the reality was different. The memecoin controversies disillusioned many.”","news_type":1,"symbols_score_info":{"ABTC":2}},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":514249076920680,"gmtCreate":1766576659284,"gmtModify":1766576663149,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$&nbsp;","listText":"Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$&nbsp;","text":"Now 93.5 and he low-ball 91. I offer to buy his company at 0.91$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/514249076920680","repostId":"2593471396","repostType":2,"repost":{"id":"2593471396","kind":"live","pubTimestamp":1766576458,"share":"https://ttm.financial/m/news/2593471396?lang=en_US&edition=fundamental","pubTime":"2025-12-24 19:40","market":"nz","language":"en","title":"TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's Mini-Tender Offer","url":"https://stock-news.laohu8.com/highlight/detail?id=2593471396","media":"THOMSON REUTERS","summary":"TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's","content":"<html><head></head><body><p>TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC&#39;s Mini-Tender Offer</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's Mini-Tender Offer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's Mini-Tender Offer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 19:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251224:nFWN3XT0R2:2><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's Mini-Tender Offer</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251224:nFWN3XT0R2:2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251224:nFWN3XT0R2:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593471396","content_text":"TRC Capital Offers to Buy 1.25M Netflix Shares at $91 And Netflix Urges Shareholders to Reject TRC's Mini-Tender Offer","news_type":1,"symbols_score_info":{"NFLX":1.96}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532338236544248,"gmtCreate":1770987089572,"gmtModify":1770987093557,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Rddt is down 50% and he is still selling?&nbsp;","listText":"Rddt is down 50% and he is still selling?&nbsp;","text":"Rddt is down 50% and he is still selling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532338236544248","repostId":"2611904416","repostType":2,"repost":{"id":"2611904416","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1770942916,"share":"https://ttm.financial/m/news/2611904416?lang=en_US&edition=fundamental","pubTime":"2026-02-13 08:35","market":"us","language":"en","title":"Reddit CTO Christopher Brian Slowe Reports Sale of Common Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2611904416","media":"Reuters","summary":"Christopher Brian Slowe, Chief Technology Officer of Reddit Inc., reported a disposal of common shares of Reddit Inc. The full filing can be accessed through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Reddit Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on February 12, 2026, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> CTO Christopher Brian Slowe Reports Sale of Common Shares\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        Christopher Brian Slowe, Chief Technology Officer of Reddit Inc., reported a disposal of common shares of Reddit Inc. The full filing can be accessed through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Reddit Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001713445-26-000025), on February 12, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reddit CTO Christopher Brian Slowe Reports Sale of Common Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReddit CTO Christopher Brian Slowe Reports Sale of Common Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-13 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> CTO Christopher Brian Slowe Reports Sale of Common Shares\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        Christopher Brian Slowe, Chief Technology Officer of Reddit Inc., reported a disposal of common shares of Reddit Inc. The full filing can be accessed through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Reddit Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001713445-26-000025), on February 12, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","RDTL":"2倍做多RDDT ETF-GraniteShares","BK4547":"WSB热门概念","RDDT":"Reddit","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4077":"互动媒体与服务"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260213:nNDL9pNZLG:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2611904416","content_text":"Reddit CTO Christopher Brian Slowe Reports Sale of Common Shares\n    \n\n        Christopher Brian Slowe, Chief Technology Officer of Reddit Inc., reported a disposal of common shares of Reddit Inc. The full filing can be accessed through the link below.\n      \n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Reddit Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001713445-26-000025), on February 12, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"RDDT":1.95,"RDTL":0.6}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531530178041256,"gmtCreate":1770789686026,"gmtModify":1770789690096,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"When the short squeeze starts. It's gonna be a run for the doors&nbsp;","listText":"When the short squeeze starts. It's gonna be a run for the doors&nbsp;","text":"When the short squeeze starts. It's gonna be a run for the doors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/531530178041256","repostId":"2610567824","repostType":2,"repost":{"id":"2610567824","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770789600,"share":"https://ttm.financial/m/news/2610567824?lang=en_US&edition=fundamental","pubTime":"2026-02-11 14:00","market":"us","language":"en","title":"Strategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2610567824","media":"Dow Jones","summary":"Michael Saylor threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Executive Chair Michael Saylor on Tuesday threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.</p><p>Saylor has tied the fate of Strategy to Bitcoin by selling equity and debt in the company to amass 714,644 tokens at an average purchase price of $76,056. With Bitcoin sitting below $70,000 —down sharply from its October all-time high of about $126,000—Saylor remains comfortable in the company’s ability to pay its obligations.</p><p>“If Bitcoin falls 90% for the next four years, we’ll refinance the debt,” Saylor said on CNBC, adding that banks will continue to lend to the company because they see the value in Bitcoin’s volatility.</p><p>A growing number of investors are hoping Bitcoin’s fall continues—and that Strategy goes down with it.</p><p>Short interest in Strategy has jumped about 40% from a low point in September 2025, according to an analysis Tuesday from S3 Partners. The 30.5 million shares sold short now represent roughly 10% of the stock’s public float. Long investors have also fled the stock. Strategy shares have plunged about 71% to $133 from a 52-week high of $455.90 last July.</p><p style=\"text-align: start;\">“Short sellers are increasingly focused on Strategy’s funding model pressures,” the S3 team concluded.</p><p style=\"text-align: start;\">Strategy didn’t immediately respond to <em>Barron’s</em> request for comment.</p><p>The majority of the short interest in Strategy before September was a hedge against the company’s $8.2 billion in convertible debt, S3 estimates. Short sellers were primarily limiting downside risk involved in owning the debt. Others, like Jim Chanos of Kynikos Associates, tried to pull off arbitrage strategies by buying Bitcoin and shorting Strategy, which at times traded at a wide premium to the value of its underlying assets.</p><p style=\"text-align: start;\">That situation has changed, S3 says. The new shorts are more direct bets against Strategy and the price of Bitcoin itself. S3 estimates that convertible-arbitrage shorts have declined by roughly 2.5 million to 5 million shares since mid-September, while total short interest has risen by about 9.2 million shares.</p><p style=\"text-align: start;\">Trying to assign an exact reason to Bitcoin’s collapse can be a fool’s errand, but one risk increasingly cited by short sellers is the rise of quantum computing, S3 said. As <em>Barron’s </em>reported in August, ultrapowerful quantum computers could eventually crack blockchain security protocols, potentially undermining investor confidence in cryptocurrencies.</p><p style=\"text-align: start;\">“If quantum developments are viewed as negative for Bitcoin, investors can count on recurring catalysts as the technology advances,” the S3 team wrote.</p><p style=\"text-align: start;\">Saylor may continue to buy up Bitcoin and even restructure Strategy’s debt—rolling it further into the future—if the selloff continues. As long as Strategy shares fall alongside Bitcoin, Wall Street’s expanding cohort of short sellers stands to profit.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategy’s Michael Saylor Doubles Down on Bitcoin. Wall Street Is Shorting the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-11 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Executive Chair Michael Saylor on Tuesday threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.</p><p>Saylor has tied the fate of Strategy to Bitcoin by selling equity and debt in the company to amass 714,644 tokens at an average purchase price of $76,056. With Bitcoin sitting below $70,000 —down sharply from its October all-time high of about $126,000—Saylor remains comfortable in the company’s ability to pay its obligations.</p><p>“If Bitcoin falls 90% for the next four years, we’ll refinance the debt,” Saylor said on CNBC, adding that banks will continue to lend to the company because they see the value in Bitcoin’s volatility.</p><p>A growing number of investors are hoping Bitcoin’s fall continues—and that Strategy goes down with it.</p><p>Short interest in Strategy has jumped about 40% from a low point in September 2025, according to an analysis Tuesday from S3 Partners. The 30.5 million shares sold short now represent roughly 10% of the stock’s public float. Long investors have also fled the stock. Strategy shares have plunged about 71% to $133 from a 52-week high of $455.90 last July.</p><p style=\"text-align: start;\">“Short sellers are increasingly focused on Strategy’s funding model pressures,” the S3 team concluded.</p><p style=\"text-align: start;\">Strategy didn’t immediately respond to <em>Barron’s</em> request for comment.</p><p>The majority of the short interest in Strategy before September was a hedge against the company’s $8.2 billion in convertible debt, S3 estimates. Short sellers were primarily limiting downside risk involved in owning the debt. Others, like Jim Chanos of Kynikos Associates, tried to pull off arbitrage strategies by buying Bitcoin and shorting Strategy, which at times traded at a wide premium to the value of its underlying assets.</p><p style=\"text-align: start;\">That situation has changed, S3 says. The new shorts are more direct bets against Strategy and the price of Bitcoin itself. S3 estimates that convertible-arbitrage shorts have declined by roughly 2.5 million to 5 million shares since mid-September, while total short interest has risen by about 9.2 million shares.</p><p style=\"text-align: start;\">Trying to assign an exact reason to Bitcoin’s collapse can be a fool’s errand, but one risk increasingly cited by short sellers is the rise of quantum computing, S3 said. As <em>Barron’s </em>reported in August, ultrapowerful quantum computers could eventually crack blockchain security protocols, potentially undermining investor confidence in cryptocurrencies.</p><p style=\"text-align: start;\">“If quantum developments are viewed as negative for Bitcoin, investors can count on recurring catalysts as the technology advances,” the S3 team wrote.</p><p style=\"text-align: start;\">Saylor may continue to buy up Bitcoin and even restructure Strategy’s debt—rolling it further into the future—if the selloff continues. As long as Strategy shares fall alongside Bitcoin, Wall Street’s expanding cohort of short sellers stands to profit.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83042":"华夏比特币-R","MSTU":"2倍做多MSTR ETF-T-Rex","09399":"南方两倍做空MSTR-U","SMI3.UK":"GRANITESHARES 3X SHORT MSTR DAILY ETP","MTYY":"GraniteShares YieldBOOST MSTR ETF","MSTW":"Roundhill MSTR WeeklyPay ETF","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","SMST":"2倍做空MSTR ETF-Defiance","MSTX":"2倍做多MSTR ETF-Defiance","MSTY.UK":"YIELDMAX MSTR OPTION INCOME STRATEGY ETC","MSTR":"Strategy","WNTR":"做空MSTR期权收益策略ETF-YieldMax","07399":"南方两倍做空MSTR","MSTY":"MSTR期权收益策略ETF-YieldMax","3LMI.UK":"GRANITESHARES 3X LONG MSTR DAILY ETP","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","BK4516":"特朗普概念","MSTZ":"2倍做空MSTR ETF-T-Rex","MST":"做多杠杆+收益MSTR ETF-Defiance","07799":"南方两倍做多MSTR","BK4596":"哈里斯概念","LMI3.UK":"GRANITESHARES 3X LONG MSTR DAILY ETP","BTC":"Grayscale Bitcoin Mini Trust","BK4588":"碎股","BK4600":"加密货币概念","MSII":"REX MSTR Growth & Income ETF","BITO":"比特币期货ETF-ProShares","09799":"南方两倍做多MSTR-U","APED":"STKd 100% MSTR & 100% COIN ETF","BK4594":"比特币ETF概念","3SMI.UK":"GRANITESHARES 3X SHORT MSTR DAILY ETP","BK4601":"加密货币现货ETF","IMST":"MSTR期权收益策略ETF-Bitwise","BITX":"2倍比特币期货ETF-Volatility Shares","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","BK4595":"比特币概念","MSDD":"2倍做空MSTR ETF-GraniteShares","MSTP":"2倍做多MSTR ETF-GraniteShares","MSOO":"2倍上限加速MSTR ETF-Leverage Shares","BK4023":"应用软件"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610567824","content_text":"Strategy Executive Chair Michael Saylor on Tuesday threw cold water on claims that the company would liquidate its Bitcoin holdings if the flagship cryptocurrency continues to plummet.Saylor has tied the fate of Strategy to Bitcoin by selling equity and debt in the company to amass 714,644 tokens at an average purchase price of $76,056. With Bitcoin sitting below $70,000 —down sharply from its October all-time high of about $126,000—Saylor remains comfortable in the company’s ability to pay its obligations.“If Bitcoin falls 90% for the next four years, we’ll refinance the debt,” Saylor said on CNBC, adding that banks will continue to lend to the company because they see the value in Bitcoin’s volatility.A growing number of investors are hoping Bitcoin’s fall continues—and that Strategy goes down with it.Short interest in Strategy has jumped about 40% from a low point in September 2025, according to an analysis Tuesday from S3 Partners. The 30.5 million shares sold short now represent roughly 10% of the stock’s public float. Long investors have also fled the stock. Strategy shares have plunged about 71% to $133 from a 52-week high of $455.90 last July.“Short sellers are increasingly focused on Strategy’s funding model pressures,” the S3 team concluded.Strategy didn’t immediately respond to Barron’s request for comment.The majority of the short interest in Strategy before September was a hedge against the company’s $8.2 billion in convertible debt, S3 estimates. Short sellers were primarily limiting downside risk involved in owning the debt. Others, like Jim Chanos of Kynikos Associates, tried to pull off arbitrage strategies by buying Bitcoin and shorting Strategy, which at times traded at a wide premium to the value of its underlying assets.That situation has changed, S3 says. The new shorts are more direct bets against Strategy and the price of Bitcoin itself. S3 estimates that convertible-arbitrage shorts have declined by roughly 2.5 million to 5 million shares since mid-September, while total short interest has risen by about 9.2 million shares.Trying to assign an exact reason to Bitcoin’s collapse can be a fool’s errand, but one risk increasingly cited by short sellers is the rise of quantum computing, S3 said. As Barron’s reported in August, ultrapowerful quantum computers could eventually crack blockchain security protocols, potentially undermining investor confidence in cryptocurrencies.“If quantum developments are viewed as negative for Bitcoin, investors can count on recurring catalysts as the technology advances,” the S3 team wrote.Saylor may continue to buy up Bitcoin and even restructure Strategy’s debt—rolling it further into the future—if the selloff continues. As long as Strategy shares fall alongside Bitcoin, Wall Street’s expanding cohort of short sellers stands to profit.","news_type":1,"symbols_score_info":{"83042":0.6,"MSTW":0.6,"MTYY":0.6,"BITX":0.6,"BITO":0.6,"MSTX":0.6,"MSST":0.6,"MSTY":0.6,"MSTY.UK":0.6,"09799":0.6,"MSTP":0.6,"3SMI.UK":0.6,"APED":0.6,"MSTR":1.97,"07399":0.6,"MST":0.6,"SMI3.UK":0.6,"LMI3.UK":0.6,"WNTR":0.6,"MSOO":0.6,"MSTU":0.6,"SMST":0.6,"MSDD":0.6,"MSTK":0.6,"3LMI.UK":0.6,"MSII":0.6,"07799":0.6,"MSTZ":0.6,"09399":0.6,"IMST":0.6,"BTC":0.6}},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":517415883391376,"gmtCreate":1767345240889,"gmtModify":1767345244774,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Haha 🤣 😆&nbsp;","listText":"Haha 🤣 😆&nbsp;","text":"Haha 🤣 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/517415883391376","repostId":"2595737721","repostType":2,"repost":{"id":"2595737721","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1767340800,"share":"https://ttm.financial/m/news/2595737721?lang=en_US&edition=fundamental","pubTime":"2026-01-02 16:00","market":"sh","language":"en","title":"China’s \"Invisible\" Stimulus Is Here. Why It’s Easy to Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2595737721","media":"Dow Jones","summary":"The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.","content":"<html><head></head><body><p style=\"text-align: start;\">For much of the past year, global investors have been waiting for China to do something dramatic: a massive fiscal package, a sweeping consumer giveaway, a decisive interest-rate cut signaling Beijing is serious about reviving growth.</p><p>None has arrived. And that absence has helped cement a prevailing narrative: China isn’t stimulating, and without a big push, its economy will continue to drift.</p><p>But that framing misses what is happening on the ground. China hasn’t launched a stimulus bazooka. Instead, it has rolled out something far quieter, far messier—and far harder for markets to price.</p><p>The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.</p><p>Rather than a single, headline-grabbing package, Beijing has opted for a fragmented, administrative approach that channels support through local governments, state banks, and state-owned enterprises. The goal isn’t to juice short-term growth, but to stabilize a heavily indebted economy without reigniting the excesses that led to the slowdown.</p><p style=\"text-align: start;\">That distinction—form over size—helps explain why China’s economy looks weak in the headline data yet more resilient beneath the surface.</p><p style=\"text-align: start;\">One clear example is local government finance. Over the past year, Beijing has expanded programs allowing local authorities to refinance high-cost, off-balance-sheet debt through longer-term, lower-interest instruments backed by the central government. These debt swaps don’t create new spending that boosts GDP. They ease cash-flow pressure, reduce default risk, and keep basic infrastructure and public services running.</p><p>To investors scanning for fiscal fireworks, that looks like inaction. To local governments struggling under years of land-sale collapses and pandemic-era borrowing, it is meaningful relief.</p><p style=\"text-align: start;\">A similar dynamic is playing out in property. Rather than rescuing developers outright, policymakers have focused on selective housing support aimed at completion and stabilization. State banks have been encouraged to extend credit for unfinished projects, purchase restrictions loosened in lower-tier cities, and mortgage terms adjusted at the margin.</p><p style=\"text-align: start;\">The impact is incremental. Home sales remain weak, and prices continue to drift. But the emphasis has shifted from reigniting speculation to preventing a disorderly unwind—a choice that limits upside while capping systemic risk.</p><p style=\"text-align: start;\">The largest flow of stimulus, however, may be running through state-owned enterprises. With private investment subdued, SOEs have taken the lead on capital expenditure in energy, transport, utilities, and advanced manufacturing. These projects—grid upgrades, renewables, industrial automation—align with long-term policy goals rather than short-term demand creation.</p><p style=\"text-align: start;\">From a market perspective, this matters because SOE-led capex doesn’t behave like traditional stimulus. It is slower, less cyclical, and less visible in consumer data. But it supports steady demand for infrastructure suppliers, equipment makers, and utilities—sectors that have quietly shown earnings resilience.</p><p style=\"text-align: start;\">Even on the consumer side, Beijing’s approach has been deliberately narrow. Subsidies for appliances, electric vehicles, and home upgrades have expanded in some regions, often tied to trade-in programs or local initiatives. The aim is to pull forward specific spending without encouraging households to take on new debt.</p><p>That reflects a deeper tension in China’s policy framework. After a recent Central Economic Work Conference, Max Zenglein, senior economist for Asia-Pacific at The Conference Board, noted that officials continue to emphasize consumption while constrained by debt and supply-side priorities. “Again and again they’re trying to emphasize consumption,” Zenglein said, “but we’ve seen that before. The contradiction between strong domestic supply and weak demand is prominent.”</p><p style=\"text-align: start;\">For some households, the incentives are enough to tip decisions that had been put on hold. “We weren’t planning to replace anything this year,” said a 41-year-old office worker in eastern China who recently upgraded her refrigerator using a local trade-in subsidy. “But the rebate made it feel reasonable—it wasn’t about spending more, just spending smarter.”</p><p style=\"text-align: start;\">That caution reflects a belief inside policymaking circles that dramatic stimulus is neither necessary nor desirable. “Strong exports limited the need to turbocharge domestic demand this year,” said Xu Tianchen, a senior economist at the Economist Intelligence Unit. “I think policymakers have turned their attention to 2026, since the around 5% growth target seems within reach for this year, so there’s little additional motivation for further stimulus.”</p><p style=\"text-align: start;\">The result is a consumer economy that looks weak in aggregate, yet surprisingly durable in targeted categories—particularly those tied to durability, energy efficiency, and household upgrading.</p><p style=\"text-align: start;\">So why has this “invisible” stimulus failed to move markets?</p><p>Part of the answer lies in expectations. Western-style stimulus is centralized, legible, and front-loaded. China’s version is decentralized, conditional, and administrative, working through balance sheets rather than announcements.</p><p style=\"text-align: start;\">That makes it difficult to quantify—and easy to underestimate.</p><p style=\"text-align: start;\">Recent credit data illustrate the problem. Policymakers have pledged to maintain proactive fiscal policy and deploy monetary tools, but headline lending figures still look underwhelming. New yuan loans have repeatedly undershot expectations despite measures that include a 500-billion-yuan ($71 billion) infrastructure funding program, according to government numbers.</p><p style=\"text-align: start;\">There is also deeper skepticism at play. Investors burned by false dawns in China’s property market are reluctant to reprice assets without unmistakable signals. Incremental easing doesn’t inspire confidence when sentiment is fragile.</p><p style=\"text-align: start;\">Yet this caution cuts both ways. By prioritizing debt containment and financial stability, Beijing may be trading short-term growth for lower long-term volatility. That approach won’t excite markets—but it reduces the risk of abrupt reversals or financial accidents.</p><p style=\"text-align: start;\">For investors, the implications are selective rather than sweeping. Companies tied to infrastructure, utilities, and state-led investment stand to benefit more than discretionary consumer plays. Certain domestic brands aligned with subsidy programs may continue to outperform even as broader consumption remains subdued.</p><p>China’s stimulus, in other words, isn’t absent. It is operating in the background, reshaping incentives and stabilizing weak points without advertising itself as such.</p><p style=\"text-align: start;\">Markets may eventually catch on—but only if they stop looking for a bazooka and start paying attention to the plumbing.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s \"Invisible\" Stimulus Is Here. Why It’s Easy to Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s \"Invisible\" Stimulus Is Here. Why It’s Easy to Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-02 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">For much of the past year, global investors have been waiting for China to do something dramatic: a massive fiscal package, a sweeping consumer giveaway, a decisive interest-rate cut signaling Beijing is serious about reviving growth.</p><p>None has arrived. And that absence has helped cement a prevailing narrative: China isn’t stimulating, and without a big push, its economy will continue to drift.</p><p>But that framing misses what is happening on the ground. China hasn’t launched a stimulus bazooka. Instead, it has rolled out something far quieter, far messier—and far harder for markets to price.</p><p>The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.</p><p>Rather than a single, headline-grabbing package, Beijing has opted for a fragmented, administrative approach that channels support through local governments, state banks, and state-owned enterprises. The goal isn’t to juice short-term growth, but to stabilize a heavily indebted economy without reigniting the excesses that led to the slowdown.</p><p style=\"text-align: start;\">That distinction—form over size—helps explain why China’s economy looks weak in the headline data yet more resilient beneath the surface.</p><p style=\"text-align: start;\">One clear example is local government finance. Over the past year, Beijing has expanded programs allowing local authorities to refinance high-cost, off-balance-sheet debt through longer-term, lower-interest instruments backed by the central government. These debt swaps don’t create new spending that boosts GDP. They ease cash-flow pressure, reduce default risk, and keep basic infrastructure and public services running.</p><p>To investors scanning for fiscal fireworks, that looks like inaction. To local governments struggling under years of land-sale collapses and pandemic-era borrowing, it is meaningful relief.</p><p style=\"text-align: start;\">A similar dynamic is playing out in property. Rather than rescuing developers outright, policymakers have focused on selective housing support aimed at completion and stabilization. State banks have been encouraged to extend credit for unfinished projects, purchase restrictions loosened in lower-tier cities, and mortgage terms adjusted at the margin.</p><p style=\"text-align: start;\">The impact is incremental. Home sales remain weak, and prices continue to drift. But the emphasis has shifted from reigniting speculation to preventing a disorderly unwind—a choice that limits upside while capping systemic risk.</p><p style=\"text-align: start;\">The largest flow of stimulus, however, may be running through state-owned enterprises. With private investment subdued, SOEs have taken the lead on capital expenditure in energy, transport, utilities, and advanced manufacturing. These projects—grid upgrades, renewables, industrial automation—align with long-term policy goals rather than short-term demand creation.</p><p style=\"text-align: start;\">From a market perspective, this matters because SOE-led capex doesn’t behave like traditional stimulus. It is slower, less cyclical, and less visible in consumer data. But it supports steady demand for infrastructure suppliers, equipment makers, and utilities—sectors that have quietly shown earnings resilience.</p><p style=\"text-align: start;\">Even on the consumer side, Beijing’s approach has been deliberately narrow. Subsidies for appliances, electric vehicles, and home upgrades have expanded in some regions, often tied to trade-in programs or local initiatives. The aim is to pull forward specific spending without encouraging households to take on new debt.</p><p>That reflects a deeper tension in China’s policy framework. After a recent Central Economic Work Conference, Max Zenglein, senior economist for Asia-Pacific at The Conference Board, noted that officials continue to emphasize consumption while constrained by debt and supply-side priorities. “Again and again they’re trying to emphasize consumption,” Zenglein said, “but we’ve seen that before. The contradiction between strong domestic supply and weak demand is prominent.”</p><p style=\"text-align: start;\">For some households, the incentives are enough to tip decisions that had been put on hold. “We weren’t planning to replace anything this year,” said a 41-year-old office worker in eastern China who recently upgraded her refrigerator using a local trade-in subsidy. “But the rebate made it feel reasonable—it wasn’t about spending more, just spending smarter.”</p><p style=\"text-align: start;\">That caution reflects a belief inside policymaking circles that dramatic stimulus is neither necessary nor desirable. “Strong exports limited the need to turbocharge domestic demand this year,” said Xu Tianchen, a senior economist at the Economist Intelligence Unit. “I think policymakers have turned their attention to 2026, since the around 5% growth target seems within reach for this year, so there’s little additional motivation for further stimulus.”</p><p style=\"text-align: start;\">The result is a consumer economy that looks weak in aggregate, yet surprisingly durable in targeted categories—particularly those tied to durability, energy efficiency, and household upgrading.</p><p style=\"text-align: start;\">So why has this “invisible” stimulus failed to move markets?</p><p>Part of the answer lies in expectations. Western-style stimulus is centralized, legible, and front-loaded. China’s version is decentralized, conditional, and administrative, working through balance sheets rather than announcements.</p><p style=\"text-align: start;\">That makes it difficult to quantify—and easy to underestimate.</p><p style=\"text-align: start;\">Recent credit data illustrate the problem. Policymakers have pledged to maintain proactive fiscal policy and deploy monetary tools, but headline lending figures still look underwhelming. New yuan loans have repeatedly undershot expectations despite measures that include a 500-billion-yuan ($71 billion) infrastructure funding program, according to government numbers.</p><p style=\"text-align: start;\">There is also deeper skepticism at play. Investors burned by false dawns in China’s property market are reluctant to reprice assets without unmistakable signals. Incremental easing doesn’t inspire confidence when sentiment is fragile.</p><p style=\"text-align: start;\">Yet this caution cuts both ways. By prioritizing debt containment and financial stability, Beijing may be trading short-term growth for lower long-term volatility. That approach won’t excite markets—but it reduces the risk of abrupt reversals or financial accidents.</p><p style=\"text-align: start;\">For investors, the implications are selective rather than sweeping. Companies tied to infrastructure, utilities, and state-led investment stand to benefit more than discretionary consumer plays. Certain domestic brands aligned with subsidy programs may continue to outperform even as broader consumption remains subdued.</p><p>China’s stimulus, in other words, isn’t absent. It is operating in the background, reshaping incentives and stabilizing weak points without advertising itself as such.</p><p style=\"text-align: start;\">Markets may eventually catch on—but only if they stop looking for a bazooka and start paying attention to the plumbing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595737721","content_text":"For much of the past year, global investors have been waiting for China to do something dramatic: a massive fiscal package, a sweeping consumer giveaway, a decisive interest-rate cut signaling Beijing is serious about reviving growth.None has arrived. And that absence has helped cement a prevailing narrative: China isn’t stimulating, and without a big push, its economy will continue to drift.But that framing misses what is happening on the ground. China hasn’t launched a stimulus bazooka. Instead, it has rolled out something far quieter, far messier—and far harder for markets to price.The stimulus is already here. It just doesn’t look like stimulus as investors in the U.S. or Europe would recognize it.Rather than a single, headline-grabbing package, Beijing has opted for a fragmented, administrative approach that channels support through local governments, state banks, and state-owned enterprises. The goal isn’t to juice short-term growth, but to stabilize a heavily indebted economy without reigniting the excesses that led to the slowdown.That distinction—form over size—helps explain why China’s economy looks weak in the headline data yet more resilient beneath the surface.One clear example is local government finance. Over the past year, Beijing has expanded programs allowing local authorities to refinance high-cost, off-balance-sheet debt through longer-term, lower-interest instruments backed by the central government. These debt swaps don’t create new spending that boosts GDP. They ease cash-flow pressure, reduce default risk, and keep basic infrastructure and public services running.To investors scanning for fiscal fireworks, that looks like inaction. To local governments struggling under years of land-sale collapses and pandemic-era borrowing, it is meaningful relief.A similar dynamic is playing out in property. Rather than rescuing developers outright, policymakers have focused on selective housing support aimed at completion and stabilization. State banks have been encouraged to extend credit for unfinished projects, purchase restrictions loosened in lower-tier cities, and mortgage terms adjusted at the margin.The impact is incremental. Home sales remain weak, and prices continue to drift. But the emphasis has shifted from reigniting speculation to preventing a disorderly unwind—a choice that limits upside while capping systemic risk.The largest flow of stimulus, however, may be running through state-owned enterprises. With private investment subdued, SOEs have taken the lead on capital expenditure in energy, transport, utilities, and advanced manufacturing. These projects—grid upgrades, renewables, industrial automation—align with long-term policy goals rather than short-term demand creation.From a market perspective, this matters because SOE-led capex doesn’t behave like traditional stimulus. It is slower, less cyclical, and less visible in consumer data. But it supports steady demand for infrastructure suppliers, equipment makers, and utilities—sectors that have quietly shown earnings resilience.Even on the consumer side, Beijing’s approach has been deliberately narrow. Subsidies for appliances, electric vehicles, and home upgrades have expanded in some regions, often tied to trade-in programs or local initiatives. The aim is to pull forward specific spending without encouraging households to take on new debt.That reflects a deeper tension in China’s policy framework. After a recent Central Economic Work Conference, Max Zenglein, senior economist for Asia-Pacific at The Conference Board, noted that officials continue to emphasize consumption while constrained by debt and supply-side priorities. “Again and again they’re trying to emphasize consumption,” Zenglein said, “but we’ve seen that before. The contradiction between strong domestic supply and weak demand is prominent.”For some households, the incentives are enough to tip decisions that had been put on hold. “We weren’t planning to replace anything this year,” said a 41-year-old office worker in eastern China who recently upgraded her refrigerator using a local trade-in subsidy. “But the rebate made it feel reasonable—it wasn’t about spending more, just spending smarter.”That caution reflects a belief inside policymaking circles that dramatic stimulus is neither necessary nor desirable. “Strong exports limited the need to turbocharge domestic demand this year,” said Xu Tianchen, a senior economist at the Economist Intelligence Unit. “I think policymakers have turned their attention to 2026, since the around 5% growth target seems within reach for this year, so there’s little additional motivation for further stimulus.”The result is a consumer economy that looks weak in aggregate, yet surprisingly durable in targeted categories—particularly those tied to durability, energy efficiency, and household upgrading.So why has this “invisible” stimulus failed to move markets?Part of the answer lies in expectations. Western-style stimulus is centralized, legible, and front-loaded. China’s version is decentralized, conditional, and administrative, working through balance sheets rather than announcements.That makes it difficult to quantify—and easy to underestimate.Recent credit data illustrate the problem. Policymakers have pledged to maintain proactive fiscal policy and deploy monetary tools, but headline lending figures still look underwhelming. New yuan loans have repeatedly undershot expectations despite measures that include a 500-billion-yuan ($71 billion) infrastructure funding program, according to government numbers.There is also deeper skepticism at play. Investors burned by false dawns in China’s property market are reluctant to reprice assets without unmistakable signals. Incremental easing doesn’t inspire confidence when sentiment is fragile.Yet this caution cuts both ways. By prioritizing debt containment and financial stability, Beijing may be trading short-term growth for lower long-term volatility. That approach won’t excite markets—but it reduces the risk of abrupt reversals or financial accidents.For investors, the implications are selective rather than sweeping. Companies tied to infrastructure, utilities, and state-led investment stand to benefit more than discretionary consumer plays. Certain domestic brands aligned with subsidy programs may continue to outperform even as broader consumption remains subdued.China’s stimulus, in other words, isn’t absent. It is operating in the background, reshaping incentives and stabilizing weak points without advertising itself as such.Markets may eventually catch on—but only if they stop looking for a bazooka and start paying attention to the plumbing.","news_type":1,"symbols_score_info":{"YINN":2,"000001.SH":2,"HSI":2}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507134231319072,"gmtCreate":1764833772396,"gmtModify":1764834728368,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Scam alternate is exploring mars ai ?&nbsp;","listText":"Scam alternate is exploring mars ai ?&nbsp;","text":"Scam alternate is exploring mars ai ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507134231319072","repostId":"2588079730","repostType":2,"repost":{"id":"2588079730","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764825567,"share":"https://ttm.financial/m/news/2588079730?lang=en_US&edition=fundamental","pubTime":"2025-12-04 13:19","market":"hk","language":"en","title":"Sam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2588079730","media":"Dow Jones","summary":"OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk's SpaceX.Altman...","content":"<html><head></head><body><p>OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk&#39;s SpaceX.</p><p>Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks. Among the proposals was for OpenAI to make a series of equity investments in the company and end up with a controlling stake. Such an investment would total billions of dollars over time.</p><p>The talks are no longer active, people close to OpenAI said.</p><p>Altman and OpenAI are facing market headwinds after striking hundreds of billions of dollars in computing deals without publicly offering a clear picture of how the startup will pay for the build-out.</p><p>OpenAI on Monday declared a &#34;code red&#34; to improve ChatGPT after it began losing market share to Google&#39;s Gemini chatbot. As a result, OpenAI is delaying the rollout of other products, including advertising, and encouraging employees to temporarily transfer teams to work on the chatbot.</p><p>Altman has been interested in the possibility of building data centers in space for some time, suggesting that the insatiable demand for computing resources to power artificial-intelligence systems eventually could require so much power that the environmental consequences would make space a better option. Orbital data centers would allow companies to harness the power of the sun to operate them, advocates say.</p><p>Founded by former employees at Jeff Bezos&#39; Blue Origin, Stoke is working on building a fully reusable rocket, something SpaceX is also attempting to pull off. Tech CEOs including Bezos, Musk and Google&#39;s Sundar Pichai have extolled the possibility of building AI computing clusters in space.</p><p>The concept is unproven, although Alphabet&#39;s Google and satellite operator Planet Labs struck a deal to send up two prototype satellites with Google AI chips on board in 2027.</p><p>&#34;I do guess that a lot of the world gets covered in data centers over time,&#34; Altman recently said on a podcast with Theo Von. &#34;Like, maybe we build a big Dyson sphere around the solar system and say, &#34;Hey, it actually makes no sense to put these on Earth.&#34;</p><p>The discussions over a potential rocket investment began taking shape at a time when market enthusiasm for AI was at a peak. Altman announced a series of chip and data center deals in September and October with companies including Oracle, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Advanced Micro Devices and others.</p><p>Investors greeted those announcements warmly, with Oracle and Nvidia shares rising rapidly in the weeks after the announcements, where Altman promised a vast build-out of computing warehouses. But the market has since soured on expansionist AI ambitions, with Oracle shares falling about 19% in the last month and Nvidia declining some 13%.</p><p>The chief financial officer of Nvidia said this week that the company&#39;s $100 billion deal with OpenAI has yet to be finalized.</p><p>OpenAI signed up for almost $600 billion in new computing commitments in the past few months alone, raising questions about how it will pay for the developments. The startup is set to make $13 billion in revenue this year, and is also coming under pressure from the startup Anthropic, which is quickly growing sales among coders and enterprises.</p><p><a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.</p><p>Altman is a longtime venture capitalist who once ran the startup incubator Y Combinator, which invested in Stoke. He oversees an opaque and sprawling investment portfolio that includes more than 400 companies, The Wall Street Journal reported last year.</p><p>He no longer makes as many personal investments as before but isn&#39;t shy about using OpenAI&#39;s balance sheet to fund ambitious projects. Earlier this year, for example, he committed OpenAI to investing $18 billion in a new data-center company, called Stargate, alongside SoftBank.</p><p>The proposed partnership with Stoke would have put Altman in even more direct competition with Musk, given SpaceX&#39;s dominant position in rocket launch and Musk&#39;s rival AI startup xAI. Altman also recently started Merge Labs, a brain-computer interface startup that competes with Musk&#39;s Neuralink, and OpenAI is building a social network that could compete with X.</p><p>Striking a deal with Stoke would have given Altman exposure to a rocket, called Nova, the company has been developing. Creating a new rocket is rife with technical challenges and regulatory issues and can often take a decade, making it difficult to start a new company from scratch. Several launch companies are working to challenge SpaceX&#39;s position, including Blue Origin, <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> and Stoke.</p><p>&#34;Should I build a rocket company?&#34; Altman asked rhetorically in a June podcast appearance with his brother.</p><p>&#34;I hope that eventually humanity is consuming way more energy than we could ever be generating on Earth,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-04 13:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk&#39;s SpaceX.</p><p>Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks. Among the proposals was for OpenAI to make a series of equity investments in the company and end up with a controlling stake. Such an investment would total billions of dollars over time.</p><p>The talks are no longer active, people close to OpenAI said.</p><p>Altman and OpenAI are facing market headwinds after striking hundreds of billions of dollars in computing deals without publicly offering a clear picture of how the startup will pay for the build-out.</p><p>OpenAI on Monday declared a &#34;code red&#34; to improve ChatGPT after it began losing market share to Google&#39;s Gemini chatbot. As a result, OpenAI is delaying the rollout of other products, including advertising, and encouraging employees to temporarily transfer teams to work on the chatbot.</p><p>Altman has been interested in the possibility of building data centers in space for some time, suggesting that the insatiable demand for computing resources to power artificial-intelligence systems eventually could require so much power that the environmental consequences would make space a better option. Orbital data centers would allow companies to harness the power of the sun to operate them, advocates say.</p><p>Founded by former employees at Jeff Bezos&#39; Blue Origin, Stoke is working on building a fully reusable rocket, something SpaceX is also attempting to pull off. Tech CEOs including Bezos, Musk and Google&#39;s Sundar Pichai have extolled the possibility of building AI computing clusters in space.</p><p>The concept is unproven, although Alphabet&#39;s Google and satellite operator Planet Labs struck a deal to send up two prototype satellites with Google AI chips on board in 2027.</p><p>&#34;I do guess that a lot of the world gets covered in data centers over time,&#34; Altman recently said on a podcast with Theo Von. &#34;Like, maybe we build a big Dyson sphere around the solar system and say, &#34;Hey, it actually makes no sense to put these on Earth.&#34;</p><p>The discussions over a potential rocket investment began taking shape at a time when market enthusiasm for AI was at a peak. Altman announced a series of chip and data center deals in September and October with companies including Oracle, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Advanced Micro Devices and others.</p><p>Investors greeted those announcements warmly, with Oracle and Nvidia shares rising rapidly in the weeks after the announcements, where Altman promised a vast build-out of computing warehouses. But the market has since soured on expansionist AI ambitions, with Oracle shares falling about 19% in the last month and Nvidia declining some 13%.</p><p>The chief financial officer of Nvidia said this week that the company&#39;s $100 billion deal with OpenAI has yet to be finalized.</p><p>OpenAI signed up for almost $600 billion in new computing commitments in the past few months alone, raising questions about how it will pay for the developments. The startup is set to make $13 billion in revenue this year, and is also coming under pressure from the startup Anthropic, which is quickly growing sales among coders and enterprises.</p><p><a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.</p><p>Altman is a longtime venture capitalist who once ran the startup incubator Y Combinator, which invested in Stoke. He oversees an opaque and sprawling investment portfolio that includes more than 400 companies, The Wall Street Journal reported last year.</p><p>He no longer makes as many personal investments as before but isn&#39;t shy about using OpenAI&#39;s balance sheet to fund ambitious projects. Earlier this year, for example, he committed OpenAI to investing $18 billion in a new data-center company, called Stargate, alongside SoftBank.</p><p>The proposed partnership with Stoke would have put Altman in even more direct competition with Musk, given SpaceX&#39;s dominant position in rocket launch and Musk&#39;s rival AI startup xAI. Altman also recently started Merge Labs, a brain-computer interface startup that competes with Musk&#39;s Neuralink, and OpenAI is building a social network that could compete with X.</p><p>Striking a deal with Stoke would have given Altman exposure to a rocket, called Nova, the company has been developing. Creating a new rocket is rife with technical challenges and regulatory issues and can often take a decade, making it difficult to start a new company from scratch. Several launch companies are working to challenge SpaceX&#39;s position, including Blue Origin, <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> and Stoke.</p><p>&#34;Should I build a rocket company?&#34; Altman asked rhetorically in a June podcast appearance with his brother.</p><p>&#34;I hope that eventually humanity is consuming way more energy than we could ever be generating on Earth,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4099":"汽车制造商","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","DXYZ":"Destiny Tech100 Inc","BK4561":"索罗斯持仓","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4566":"资本集团","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","BK4574":"无人驾驶","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4573":"虚拟现实","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588079730","content_text":"OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk's SpaceX.Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks. Among the proposals was for OpenAI to make a series of equity investments in the company and end up with a controlling stake. Such an investment would total billions of dollars over time.The talks are no longer active, people close to OpenAI said.Altman and OpenAI are facing market headwinds after striking hundreds of billions of dollars in computing deals without publicly offering a clear picture of how the startup will pay for the build-out.OpenAI on Monday declared a \"code red\" to improve ChatGPT after it began losing market share to Google's Gemini chatbot. As a result, OpenAI is delaying the rollout of other products, including advertising, and encouraging employees to temporarily transfer teams to work on the chatbot.Altman has been interested in the possibility of building data centers in space for some time, suggesting that the insatiable demand for computing resources to power artificial-intelligence systems eventually could require so much power that the environmental consequences would make space a better option. Orbital data centers would allow companies to harness the power of the sun to operate them, advocates say.Founded by former employees at Jeff Bezos' Blue Origin, Stoke is working on building a fully reusable rocket, something SpaceX is also attempting to pull off. Tech CEOs including Bezos, Musk and Google's Sundar Pichai have extolled the possibility of building AI computing clusters in space.The concept is unproven, although Alphabet's Google and satellite operator Planet Labs struck a deal to send up two prototype satellites with Google AI chips on board in 2027.\"I do guess that a lot of the world gets covered in data centers over time,\" Altman recently said on a podcast with Theo Von. \"Like, maybe we build a big Dyson sphere around the solar system and say, \"Hey, it actually makes no sense to put these on Earth.\"The discussions over a potential rocket investment began taking shape at a time when market enthusiasm for AI was at a peak. Altman announced a series of chip and data center deals in September and October with companies including Oracle, Nvidia, Advanced Micro Devices and others.Investors greeted those announcements warmly, with Oracle and Nvidia shares rising rapidly in the weeks after the announcements, where Altman promised a vast build-out of computing warehouses. But the market has since soured on expansionist AI ambitions, with Oracle shares falling about 19% in the last month and Nvidia declining some 13%.The chief financial officer of Nvidia said this week that the company's $100 billion deal with OpenAI has yet to be finalized.OpenAI signed up for almost $600 billion in new computing commitments in the past few months alone, raising questions about how it will pay for the developments. The startup is set to make $13 billion in revenue this year, and is also coming under pressure from the startup Anthropic, which is quickly growing sales among coders and enterprises.News Corp, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI.Altman is a longtime venture capitalist who once ran the startup incubator Y Combinator, which invested in Stoke. He oversees an opaque and sprawling investment portfolio that includes more than 400 companies, The Wall Street Journal reported last year.He no longer makes as many personal investments as before but isn't shy about using OpenAI's balance sheet to fund ambitious projects. Earlier this year, for example, he committed OpenAI to investing $18 billion in a new data-center company, called Stargate, alongside SoftBank.The proposed partnership with Stoke would have put Altman in even more direct competition with Musk, given SpaceX's dominant position in rocket launch and Musk's rival AI startup xAI. Altman also recently started Merge Labs, a brain-computer interface startup that competes with Musk's Neuralink, and OpenAI is building a social network that could compete with X.Striking a deal with Stoke would have given Altman exposure to a rocket, called Nova, the company has been developing. Creating a new rocket is rife with technical challenges and regulatory issues and can often take a decade, making it difficult to start a new company from scratch. Several launch companies are working to challenge SpaceX's position, including Blue Origin, Rocket Lab and Stoke.\"Should I build a rocket company?\" Altman asked rhetorically in a June podcast appearance with his brother.\"I hope that eventually humanity is consuming way more energy than we could ever be generating on Earth,\" he said.","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506791853445280,"gmtCreate":1764750170385,"gmtModify":1764751843017,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"I see blood in the streets and I'm hungry&nbsp;","listText":"I see blood in the streets and I'm hungry&nbsp;","text":"I see blood in the streets and I'm hungry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506791853445280","repostId":"1179545016","repostType":2,"repost":{"id":"1179545016","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1764748800,"share":"https://ttm.financial/m/news/1179545016?lang=en_US&edition=fundamental","pubTime":"2025-12-03 16:00","market":"us","language":"en","title":"The 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1179545016","media":"Trading Random","summary":"The crash Tuesday of American Bitcoin, a crypto miner, was swift and dramatic.","content":"<html><head></head><body><p>The crash Tuesday of <a href=\"https://laohu8.com/S/ABTC\">American Bitcoin Corp.</a>, a crypto miner, was swift and dramatic. At 9:31 a.m. on Wall Street, just a minute after trading commenced, its shares had already plummeted by 33%. Five minutes later, this figure worsened to a 42% drop, culminating in an over 50% loss by 9:56 a.m.</p><p>American Bitcoin quickly became emblematic of the crypto market turmoil in late 2025 and the fall of various ventures the Trump family has championed in the digital currency arena over the past year. While the broader crypto markets have seen a decline of about 25%, particularly Bitcoin, Trump-related projects have been hit significantly harder.</p><p>World Liberty Financial, co-founded by President Trump and his sons, experienced a 51% drop in its WLFI token since early September, faring worse than both Bitcoin and smaller digital tokens. Alt5 Sigma, a company endorsed by Trump&#39;s sons, has nosedived around 75%, grappling with increasing legal troubles.</p><p>Additionally, memecoins named after President Trump and Melania Trump have plummeted approximately 90% and 99%, respectively, since their January highs. American Bitcoin, co-founded by Eric Trump, has fallen 75% following the recent crash.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/213bce8491ef3b57501cda11c6861963\" title=\"\" tg-width=\"952\" tg-height=\"647\"/></p><p>These declines have significantly eroded the substantial crypto wealth amassed by the Trump family earlier this year, bearing broader implications for both the digital asset industry and President Trump&#39;s public standing. Initially, Trump&#39;s endorsement had boosted a variety of crypto tokens during the early months of his second term, turning Bitcoin&#39;s price into a measure of his political prosperity.</p><p>Currently, however, what was perceived as a Trump premium has transformed into a Trump drag, undermining one of the crucial supports for crypto assets and reflecting the rapid ebb of confidence in these speculative markets – and the president himself.</p><p>“The Trump presidency has been a double-edged sword for legitimacy,” stated Hilary Allen, a law professor at American University’s Washington College of Law. “Trump initiated numerous crypto projects; however, many quickly lost value. This has not aided in achieving legitimacy through the Trump family.”</p><p>World Liberty Financial and the entity behind Trump’s memecoin, Fight Fight Fight, have not commented on recent developments.</p><p>Despite President Trump scaling down his public promotion of crypto, Eric Trump took to social media on Tuesday, attributing American Bitcoin’s poor performance to the expiration of a lockup period for its shares rather than wider market weaknesses.</p><p>“Our fundamentals are virtually unmatched,” he wrote in a post on X. “I’m 100% committed to leading the industry.”</p><p>Indeed, dramatic shifts in assets linked to the Trump family are not unusual for a notoriously volatile industry. Digital tokens have previously experienced steep declines before rebounding. As American Bitcoin faltered on Tuesday, Bitcoin itself enjoyed one of its best days in weeks, climbing approximately 6%.</p><p>Earlier this year, Trump’s endorsement of the technology had sparked hopes of lifting digital tokens out of their repetitive boom-bust cycle to become a reliable financial system component. Many crypto enthusiasts believed Trump could ensure the success of his cherished projects.</p><p>For a while, this cross-promotional strategy appeared effective. Supporters of President Trump bought Trump tokens, driving up their value. Gryphon Digital&#39;s shares soared 173% after announcing a merger with Eric Trump’s American Bitcoin in May, followed by another 16% rise when trading began post-merger in September.</p><p>These initiatives benefited from policies and regulatory shifts Trump advocated, particularly legislation aimed at mainstreaming crypto stablecoins pegged to the dollar.</p><p>Nevertheless, warning signs grew progressively clearer. The memecoins launched pre-inauguration with Trump’s extensive promotion steadily lost momentum, witnessing only sporadic recovery moments, such as the April rally following a dinner invitation from the president to major memecoin holders.</p><p>Joel Li, CEO of an online marketplace for electric vehicles, bought the memecoin for the dinner but sold out shortly thereafter, noting worsening conditions post-Trump’s October tariff escalation against China.</p><p>“People began realizing this might not align with their expectations,” Li stated.</p><p>Michael Terpin, a seasoned crypto investor, noted the tariffs served as a stark reminder: “Trump giveth and Trump taketh away.”</p><p>The challenges extend beyond broader market uncertainties. American Bitcoin faced scrutiny over its mining machines, sourced from a Chinese manufacturer, being investigated for US national security risks. Meanwhile, Alt5 Sigma confronted executive departures following a criminal probe in Rwanda involving one of its subsidiaries.</p><p>Alt5 Sigma has not commented on recent issues.</p><p>The downturn since October has erased over $1 billion from the Trumps’ crypto ventures, yet they retain significant profits, per Bloomberg Billionaires Index. Retail investors who bought assets at peak values are bearing the brunt of the losses.</p><p>Kevin Hu, a 22-year-old student in Vancouver, anticipated a continued rally but watched his digital token portfolio shrink by up to 40% mid-November.</p><p>“You’d think the president&#39;s pro-crypto stance would establish a market floor,” he remarked. “But the reality was different. The memecoin controversies disillusioned many.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 26-Minute, 51% Wipeout That Deepened the Trumps’ Crypto Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2025-12-03 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The crash Tuesday of <a href=\"https://laohu8.com/S/ABTC\">American Bitcoin Corp.</a>, a crypto miner, was swift and dramatic. At 9:31 a.m. on Wall Street, just a minute after trading commenced, its shares had already plummeted by 33%. Five minutes later, this figure worsened to a 42% drop, culminating in an over 50% loss by 9:56 a.m.</p><p>American Bitcoin quickly became emblematic of the crypto market turmoil in late 2025 and the fall of various ventures the Trump family has championed in the digital currency arena over the past year. While the broader crypto markets have seen a decline of about 25%, particularly Bitcoin, Trump-related projects have been hit significantly harder.</p><p>World Liberty Financial, co-founded by President Trump and his sons, experienced a 51% drop in its WLFI token since early September, faring worse than both Bitcoin and smaller digital tokens. Alt5 Sigma, a company endorsed by Trump&#39;s sons, has nosedived around 75%, grappling with increasing legal troubles.</p><p>Additionally, memecoins named after President Trump and Melania Trump have plummeted approximately 90% and 99%, respectively, since their January highs. American Bitcoin, co-founded by Eric Trump, has fallen 75% following the recent crash.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/213bce8491ef3b57501cda11c6861963\" title=\"\" tg-width=\"952\" tg-height=\"647\"/></p><p>These declines have significantly eroded the substantial crypto wealth amassed by the Trump family earlier this year, bearing broader implications for both the digital asset industry and President Trump&#39;s public standing. Initially, Trump&#39;s endorsement had boosted a variety of crypto tokens during the early months of his second term, turning Bitcoin&#39;s price into a measure of his political prosperity.</p><p>Currently, however, what was perceived as a Trump premium has transformed into a Trump drag, undermining one of the crucial supports for crypto assets and reflecting the rapid ebb of confidence in these speculative markets – and the president himself.</p><p>“The Trump presidency has been a double-edged sword for legitimacy,” stated Hilary Allen, a law professor at American University’s Washington College of Law. “Trump initiated numerous crypto projects; however, many quickly lost value. This has not aided in achieving legitimacy through the Trump family.”</p><p>World Liberty Financial and the entity behind Trump’s memecoin, Fight Fight Fight, have not commented on recent developments.</p><p>Despite President Trump scaling down his public promotion of crypto, Eric Trump took to social media on Tuesday, attributing American Bitcoin’s poor performance to the expiration of a lockup period for its shares rather than wider market weaknesses.</p><p>“Our fundamentals are virtually unmatched,” he wrote in a post on X. “I’m 100% committed to leading the industry.”</p><p>Indeed, dramatic shifts in assets linked to the Trump family are not unusual for a notoriously volatile industry. Digital tokens have previously experienced steep declines before rebounding. As American Bitcoin faltered on Tuesday, Bitcoin itself enjoyed one of its best days in weeks, climbing approximately 6%.</p><p>Earlier this year, Trump’s endorsement of the technology had sparked hopes of lifting digital tokens out of their repetitive boom-bust cycle to become a reliable financial system component. Many crypto enthusiasts believed Trump could ensure the success of his cherished projects.</p><p>For a while, this cross-promotional strategy appeared effective. Supporters of President Trump bought Trump tokens, driving up their value. Gryphon Digital&#39;s shares soared 173% after announcing a merger with Eric Trump’s American Bitcoin in May, followed by another 16% rise when trading began post-merger in September.</p><p>These initiatives benefited from policies and regulatory shifts Trump advocated, particularly legislation aimed at mainstreaming crypto stablecoins pegged to the dollar.</p><p>Nevertheless, warning signs grew progressively clearer. The memecoins launched pre-inauguration with Trump’s extensive promotion steadily lost momentum, witnessing only sporadic recovery moments, such as the April rally following a dinner invitation from the president to major memecoin holders.</p><p>Joel Li, CEO of an online marketplace for electric vehicles, bought the memecoin for the dinner but sold out shortly thereafter, noting worsening conditions post-Trump’s October tariff escalation against China.</p><p>“People began realizing this might not align with their expectations,” Li stated.</p><p>Michael Terpin, a seasoned crypto investor, noted the tariffs served as a stark reminder: “Trump giveth and Trump taketh away.”</p><p>The challenges extend beyond broader market uncertainties. American Bitcoin faced scrutiny over its mining machines, sourced from a Chinese manufacturer, being investigated for US national security risks. Meanwhile, Alt5 Sigma confronted executive departures following a criminal probe in Rwanda involving one of its subsidiaries.</p><p>Alt5 Sigma has not commented on recent issues.</p><p>The downturn since October has erased over $1 billion from the Trumps’ crypto ventures, yet they retain significant profits, per Bloomberg Billionaires Index. Retail investors who bought assets at peak values are bearing the brunt of the losses.</p><p>Kevin Hu, a 22-year-old student in Vancouver, anticipated a continued rally but watched his digital token portfolio shrink by up to 40% mid-November.</p><p>“You’d think the president&#39;s pro-crypto stance would establish a market floor,” he remarked. “But the reality was different. The memecoin controversies disillusioned many.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABTC":"American Bitcoin"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179545016","content_text":"The crash Tuesday of American Bitcoin Corp., a crypto miner, was swift and dramatic. At 9:31 a.m. on Wall Street, just a minute after trading commenced, its shares had already plummeted by 33%. Five minutes later, this figure worsened to a 42% drop, culminating in an over 50% loss by 9:56 a.m.American Bitcoin quickly became emblematic of the crypto market turmoil in late 2025 and the fall of various ventures the Trump family has championed in the digital currency arena over the past year. While the broader crypto markets have seen a decline of about 25%, particularly Bitcoin, Trump-related projects have been hit significantly harder.World Liberty Financial, co-founded by President Trump and his sons, experienced a 51% drop in its WLFI token since early September, faring worse than both Bitcoin and smaller digital tokens. Alt5 Sigma, a company endorsed by Trump's sons, has nosedived around 75%, grappling with increasing legal troubles.Additionally, memecoins named after President Trump and Melania Trump have plummeted approximately 90% and 99%, respectively, since their January highs. American Bitcoin, co-founded by Eric Trump, has fallen 75% following the recent crash.These declines have significantly eroded the substantial crypto wealth amassed by the Trump family earlier this year, bearing broader implications for both the digital asset industry and President Trump's public standing. Initially, Trump's endorsement had boosted a variety of crypto tokens during the early months of his second term, turning Bitcoin's price into a measure of his political prosperity.Currently, however, what was perceived as a Trump premium has transformed into a Trump drag, undermining one of the crucial supports for crypto assets and reflecting the rapid ebb of confidence in these speculative markets – and the president himself.“The Trump presidency has been a double-edged sword for legitimacy,” stated Hilary Allen, a law professor at American University’s Washington College of Law. “Trump initiated numerous crypto projects; however, many quickly lost value. This has not aided in achieving legitimacy through the Trump family.”World Liberty Financial and the entity behind Trump’s memecoin, Fight Fight Fight, have not commented on recent developments.Despite President Trump scaling down his public promotion of crypto, Eric Trump took to social media on Tuesday, attributing American Bitcoin’s poor performance to the expiration of a lockup period for its shares rather than wider market weaknesses.“Our fundamentals are virtually unmatched,” he wrote in a post on X. “I’m 100% committed to leading the industry.”Indeed, dramatic shifts in assets linked to the Trump family are not unusual for a notoriously volatile industry. Digital tokens have previously experienced steep declines before rebounding. As American Bitcoin faltered on Tuesday, Bitcoin itself enjoyed one of its best days in weeks, climbing approximately 6%.Earlier this year, Trump’s endorsement of the technology had sparked hopes of lifting digital tokens out of their repetitive boom-bust cycle to become a reliable financial system component. Many crypto enthusiasts believed Trump could ensure the success of his cherished projects.For a while, this cross-promotional strategy appeared effective. Supporters of President Trump bought Trump tokens, driving up their value. Gryphon Digital's shares soared 173% after announcing a merger with Eric Trump’s American Bitcoin in May, followed by another 16% rise when trading began post-merger in September.These initiatives benefited from policies and regulatory shifts Trump advocated, particularly legislation aimed at mainstreaming crypto stablecoins pegged to the dollar.Nevertheless, warning signs grew progressively clearer. The memecoins launched pre-inauguration with Trump’s extensive promotion steadily lost momentum, witnessing only sporadic recovery moments, such as the April rally following a dinner invitation from the president to major memecoin holders.Joel Li, CEO of an online marketplace for electric vehicles, bought the memecoin for the dinner but sold out shortly thereafter, noting worsening conditions post-Trump’s October tariff escalation against China.“People began realizing this might not align with their expectations,” Li stated.Michael Terpin, a seasoned crypto investor, noted the tariffs served as a stark reminder: “Trump giveth and Trump taketh away.”The challenges extend beyond broader market uncertainties. American Bitcoin faced scrutiny over its mining machines, sourced from a Chinese manufacturer, being investigated for US national security risks. Meanwhile, Alt5 Sigma confronted executive departures following a criminal probe in Rwanda involving one of its subsidiaries.Alt5 Sigma has not commented on recent issues.The downturn since October has erased over $1 billion from the Trumps’ crypto ventures, yet they retain significant profits, per Bloomberg Billionaires Index. Retail investors who bought assets at peak values are bearing the brunt of the losses.Kevin Hu, a 22-year-old student in Vancouver, anticipated a continued rally but watched his digital token portfolio shrink by up to 40% mid-November.“You’d think the president's pro-crypto stance would establish a market floor,” he remarked. “But the reality was different. The memecoin controversies disillusioned many.”","news_type":1,"symbols_score_info":{"ABTC":2}},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525851209515080,"gmtCreate":1769407644229,"gmtModify":1769407648237,"author":{"id":"3575343781681994","authorId":"3575343781681994","name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575343781681994","idStr":"3575343781681994"},"themes":[],"title":"","htmlText":"Tldr but she the only one to lose money in 2025 buying nvda&nbsp;","listText":"Tldr but she the only one to lose money in 2025 buying nvda&nbsp;","text":"Tldr but she the only one to lose money in 2025 buying nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525851209515080","repostId":"1159546488","repostType":2,"repost":{"id":"1159546488","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1769395380,"share":"https://ttm.financial/m/news/1159546488?lang=en_US&edition=fundamental","pubTime":"2026-01-26 10:43","market":"us","language":"en","title":"Cathie Wood's \"Big Ideas\" For 2026: The Great Acceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=1159546488","media":"Trading Random","summary":"If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on...","content":"<html><head></head><body><p>If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.</p><p style=\"text-align: justify;\">Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on Wall Street: ignoring short-term noise and betting instead on long-term, extreme, and nonlinear technological transformations.</p><p style=\"text-align: justify;\">ARK’s annual research report, <em>Big Ideas</em>, has now been published for ten consecutive years. It is not merely an industry outlook—it functions more like a “technology roadmap for the next decade.”</p><p style=\"text-align: justify;\">You may disagree with its conclusions, but it’s hard to ignore the questions it raises.</p><p style=\"text-align: justify;\">This year’s <em>ARK Big Ideas 2026</em> features a striking overarching title: <strong>The Great Acceleration</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/605b10034669c29ece25ec55c2caa85f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"523\"/></p><p style=\"text-align: justify;\">The report focuses on 13 major innovation areas and advances a core thesis: <strong>Five innovation platforms—centered on artificial intelligence (AI)—are converging at accelerating speed, poised to trigger a step-change in global economic growth by the end of this decade. Real GDP growth in 2030 could reach 7.3%, exceeding the International Monetary Fund’s forecast of 3.1% by four percentage points.</strong></p><p style=\"text-align: justify;\">The report’s most critical insight is that AI is not just another important technological advancement—it is a “Central Dynamo” simultaneously accelerating multiple technology curves. For decades, technological innovation largely followed a linear pattern: one technology → one industry → one capital cycle. ARK argues this paradigm is now obsolete. <strong>At present, technologies are no longer parallel; they are highly coupled and mutually enabling:</strong></p><blockquote><p><em>AI’s computational demands are driving revolutions in next-generation cloud infrastructure, energy storage, and data centers; blockchain and digital wallets provide AI agents with a trusted settlement and execution layer; robotics and autonomous vehicles are pushing AI from the “digital world” into the “physical world”; multi-omics and programmable biology supply AI with high-dimensional biological data, which in turn accelerates model capabilities</em></p></blockquote><p></p><p style=\"text-align: justify;\">ARK uses one metric to describe this state: <strong>Convergence Network Strength. By 2025, this metric will have increased year-on-year by 35%</strong>—indicating markedly faster mutual catalysis among different technologies. This is why ARK calls 2026: The Great Acceleration.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7173bb5abc8306c768cb9548af300c\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">ARK research shows that reusable rocket launches delivering AI chips into orbit, multi-omics data driving precision therapy development, and smart contracts enabling AI agents to coordinate real-world resources—these seemingly independent innovations are generating unprecedented synergies. The importance of robotics as a catalyst reached an inflection point in 2025, while energy storage and distributed energy systems have become key drivers of next-generation cloud infrastructure deployment.</p><p style=\"text-align: justify;\">The report states that the direct impact of this technological revolution includes:</p><blockquote><p><em>The market share of innovation-oriented assets is projected to grow from ~20% in 2025 to ~50% in 2030, with their market value potentially expanding from ~$5 trillion today to ~$28 trillion. Investment in data center systems is expected to rise from ~$500 billion in 2025 to ~$1.4 trillion in 2030, representing a 30% compound annual growth rate (CAGR). Commercialization is accelerating rapidly in sectors including autonomous ride-hailing, AI-driven drug discovery, and consumer humanoid robots—with some already entering large-scale deployment.</em></p></blockquote><p style=\"text-align: justify;\">However, ARK explicitly notes that not all eye-catching technologies possess true disruptive potential. Citing quantum computing as an example, <strong>the report concludes that—even under the most aggressive development assumptions—its practical utility for cryptographic decryption won’t materialize until the 2040s.</strong> Truly disruptive technologies must meet three criteria: sharply declining costs, compelling unit-level economics across multiple industries, and the ability to serve as a foundational platform for other technological innovations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54812b5169031e30c998c0416cee597f\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"581\"/></p><h2 id=\"id_1062475412\" style=\"text-align: justify;\">AI Leads the “Great Acceleration” Era</h2><p style=\"text-align: justify;\">The report states that <strong>ARK dubs this technological revolution “The Great Acceleration,” asserting that interdependence among five innovation platforms—AI, public blockchains, robotics, energy storage, and multi-omics—is intensifying, such that performance gains in one platform unlock new capabilities in another.</strong></p><p style=\"text-align: justify;\">The most striking case highlighted in the report is the convergence of reusable rockets and AI compute. Neural networks’ demand for next-generation cloud computing capacity is hitting physical limits on Earth—and reusable rockets may be the solution.</p><p style=\"text-align: justify;\">Space-based AI compute, delivered at competitive cost, could offer cloud infrastructure computing power unbounded by terrestrial electricity and cooling constraints.</p><p style=\"text-align: justify;\">ARK’s analysis shows that <strong>growth in AI chip demand could increase the need for reusable rockets by roughly 60x compared to current models. At projected launch costs, space-based computing could be ~25% cheaper per unit than ground-based computing.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/097e2ddeadce9b7b6593d23d7153b959\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">According to the report, this technological convergence is fueling an unprecedented investment cycle. ARK research indicates that capital investment alone could contribute 1.9 percentage points annually to real GDP growth over this decade. A new capital base—including autonomous ride-hailing fleets, next-generation data centers, and enterprise investments in AI agents—should lift return on invested capital (ROIC). As additional innovations begin influencing growth trajectories, realized growth may exceed consensus forecasts by more than four percentage points annually.</p><p style=\"text-align: justify;\">From a historical perspective, paradigm shifts in technology have repeatedly driven structural changes in GDP growth rates. ARK’s data shows global real GDP growth rising from ~0.037% in 100,000 BCE, through the Agricultural and Industrial Revolutions, to ~3% today. This AI-centered technological revolution may push that figure above 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a05f67ad2f30a359813cc2ef1bed733d\" alt=\"\" title=\"\" tg-width=\"765\" tg-height=\"595\"/></p><h2 id=\"id_284736649\" style=\"text-align: justify;\">Surge in AI Infrastructure Investment</h2><p style=\"text-align: justify;\">Investment in data center systems is accelerating rapidly. Since ChatGPT’s release, <strong>annualized growth in such investment has surged from ~5% to 29%.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4d61af03a4b6a8b6b2b27d24677b484\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">In 2025, global data center system investment is expected to reach ~$500 billion—nearly 2.5x the average annual level between 2012 and 2023. <strong>ARK forecasts this figure could grow to ~$1.4 trillion by 2030.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99055740c3a1961ee7e10d296db9c969\" alt=\"\" title=\"\" tg-width=\"670\" tg-height=\"506\"/></p><p style=\"text-align: justify;\"><strong>The core driver behind this investment surge is explosive AI demand.</strong> Inference costs have fallen by over 99% in the past year, prompting exponential growth in AI usage by developers, enterprises, and consumers. On the OpenRouter platform, for instance, computational demand for large language models (LLMs) has grown ~25x since December 2024.</p><p style=\"text-align: justify;\">Yet, compared to the dot-com bubble era, valuations across the tech sector today are far more rational. While capital expenditures (capex) in information technology and communication services as a share of GDP have reached their highest level since 1998, the tech sector’s price-to-earnings (P/E) ratio remains well below its dot-com peak.</p><p style=\"text-align: justify;\">The average P/E ratio of six companies—NVIDIA, Alphabet (Google’s parent), Apple, Amazon, Meta, and Microsoft—is only a fraction of their historical highs, indicating that today’s investment boom is grounded in real-world application demand—not speculative frenzy.</p><p style=\"text-align: justify;\"><strong>Competitive dynamics are also shifting.</strong> NVIDIA’s early investments in AI chip design, software, and networking gave it an 85% GPU sales share and gross margins of 75%. However, competitors like AMD and Google have caught up in certain domains—especially small-language-model inference.</p><p style=\"text-align: justify;\">ARK data shows AMD’s MI355X delivers ~38 million tokens per dollar of total cost of ownership (TCO), outperforming NVIDIA’s B200 in small-model performance. Still, NVIDIA’s Grace Blackwell rack-scale system retains leadership in large-model inference, powering the most advanced foundation models.</p><h2 id=\"id_4029448121\" style=\"text-align: justify;\">AI Consumer Operating Systems Reshape Business Models</h2><p style=\"text-align: justify;\">AI models are converging into a new consumer operating system, fundamentally altering how people interact with the digital world. Consumers are adopting AI far faster than the internet’s original adoption pace—AI chatbots have achieved ~25% penetration among smartphone users within seven years of launch, whereas the internet took longer to reach equivalent PC-user penetration.</p><p style=\"text-align: justify;\"><strong>This shift is compressing the shopping funnel. Completing a purchase took ~1 hour in the pre-internet era, shrank to minutes in the mobile era, and is now further compressed to ~90 seconds in the AI agent era.</strong> AI shopping agents are transforming the purchase funnel with unprecedented personalization and speed. <strong>Today, 95% of the consumer journey occurs before purchase—personalization is no longer optional, but a moat.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a408544c118d0196d00b18272283014b\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"413\"/></p><p style=\"text-align: justify;\"><strong>This transformation is underpinned by new protocol standards.</strong> Anthropic’s open-source Model Context Protocol (MCP) enables agents to seamlessly access real-time information across the entire internet, while OpenAI’s Agent Commerce Protocol (ACP) secures end-to-end transactions. These protocols are streamlining and accelerating commerce in the AI era.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8adcc7ca45069f9b0312485ade2b392f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"403\"/></p><p style=\"text-align: justify;\"><strong>The market opportunity is staggering.</strong> ARK forecasts that AI-agent-facilitated global online consumer spending will grow from ~2% of online sales in 2025 to ~25% in 2030—reaching over $8 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bce60dc3c2355c3fd55a5a50a59e5e9\" alt=\"\" title=\"\" tg-width=\"650\" tg-height=\"498\"/></p><p style=\"text-align: justify;\">AI search traffic share is projected to <strong>grow from 10% in 2025 to 65% in 2030</strong>, with AI-related search advertising spend growing at ~50% annually.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4b6dcd20f2b0032f9f048dc37e81f46\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"395\"/></p><p style=\"text-align: justify;\">By 2030, AI agents may generate ~$90 billion in commercial and advertising revenue, with lead generation and advertising being the dominant growth drivers—far surpassing contributions from consumer subscriptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0e79b1a62e4f8eefeb46e2dc4295a79\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"345\"/></p><h2 id=\"id_3768559099\" style=\"text-align: justify;\">Robotics: A Severely Undervalued GDP Engine</h2><p style=\"text-align: justify;\">If AI is the Central Dynamo of the digital world, then robotics is its most critical “physical outlet.”</p><p style=\"text-align: justify;\">The report emphasizes that AI’s rapid progress is transforming robots from fixed-task, specialized devices into relatively open, general-purpose platforms—a key enabler unlocking industrial and household market potential.</p><p style=\"text-align: justify;\">ARK estimates the global robotics market presents a ~<strong>$26 trillion</strong> revenue opportunity, split across two major segments: manufacturing and home services.</p><blockquote><p><em>In manufacturing, global manufacturing GDP is projected to reach $32 trillion by 2030. If robotics achieves a 100% labor productivity boost and service providers retain a 35% revenue share, this represents ~$13 trillion in revenue opportunity. In home services, ~2.8 billion global workers perform ~2.3 hours daily of unpaid domestic labor. Valuing that time at the global average hourly wage of $12 and applying a 50% time-value discount yields an equivalent ~$13 trillion market.</em></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab0d4c54a187d2e71552f10d5f2602b0\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"394\"/></p><p style=\"text-align: justify;\">ARK especially underscores the macroeconomic significance of humanoid robots.</p><p style=\"text-align: justify;\"><strong>A frequently overlooked fact is that vast amounts of household maintenance, caregiving, cleaning, and management labor are not counted in GDP today.</strong></p><p style=\"text-align: justify;\">ARK’s analysis shows: One household humanoid robot → can convert ~$62,000/year of implicit labor into explicit GDP; if 80% of U.S. households adopt them within five years → annual GDP growth could jump from 2–3% to 5–6%.</p><p style=\"text-align: justify;\">The report frames this not as “job replacement,” but as converting non-market activity into market activity—and freeing time for productive use.</p><h2 id=\"id_2538905649\" style=\"text-align: justify;\">Autonomous Driving Reaches an Inflection Point</h2><p style=\"text-align: justify;\">ARK judges that humanoid robots are ~200,000x more complex than autonomous vehicles. This complexity ratio defines the theoretical capability required for full autonomy. Nevertheless, by mapping Tesla’s Full Self-Driving (FSD) computational requirements and performance gains, ARK forecasts that <strong>Optimus humanoid robots may achieve human-level task execution capability around 2028</strong>, assuming continued AI compute expansion and hardware advancement.</p><p style=\"text-align: justify;\"><strong>Autonomous ride-hailing services are beginning to erode traditional ride-hailing market share.</strong> In San Francisco’s operational zones, Waymo’s market share is already pressuring Uber and Lyft. Companies including Waymo, Baidu’s Apollo Go, and Pony.ai have collectively logged billions of autonomous miles, with daily driverless mileage growing rapidly.</p><p style=\"text-align: justify;\"><strong>Cost reduction will be the key demand driver.</strong> ARK forecasts that <strong>by 2035, the per-mile cost of global autonomous ride-hailing could fall to $0.25—far below the $2.80 per mile for U.S. human-driven ride-hailing and $0.80 for private cars in 2025.</strong> In early commercialization, vehicle cost dominates unit economics; later, fleet utilization drives down per-mile cost.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa1791f6316d6b49faf7a577fb898c65\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"426\"/></p><p style=\"text-align: justify;\"><strong>The market value potential is enormous.</strong> ARK estimates that <strong>by 2030, autonomous ride-hailing could create ~$34 trillion in enterprise value</strong>, with autonomous technology providers capturing ~98% of EBIT and enterprise value, while automakers and fleet operators claim relatively small shares. A key risk to this forecast is whether automakers beyond Tesla can scale their autonomous ride-hailing fleets fast enough.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82649ae8951781a67692efe73d1eb26c\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"411\"/></p><p style=\"text-align: justify;\"><strong>Autonomous logistics holds similarly strong promise.</strong> Fully automated last-mile delivery—via drones or ground robots—has already exceeded 4 million annualized trips globally. Autonomous long-haul trucking has launched in the U.S., with operators planning rapid route expansion. ARK forecasts that <strong>global autonomous delivery revenue could reach $48 billion by 2030</strong>, with regulatory approval and automation of backend loading operations remaining key constraints.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02d86090f719598e03cf27af6556a227\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"405\"/></p><h2 id=\"id_2808602528\" style=\"text-align: justify;\">Multi-Omics and AI Drive Biological Breakthroughs</h2><p style=\"text-align: justify;\">Multi-omics—encompassing genomics, epigenomics, transcriptomics, proteomics, and metabolomics—combined with AI, is triggering a flywheel effect in biological innovation. This flywheel includes: generating richer, lower-cost biological data; conducting more accurate testing; yielding deeper biological insights; developing AI-driven therapeutics; and ultimately curing diseases.</p><p style=\"text-align: justify;\">Data generation costs are falling sharply. <strong>Whole-genome sequencing costs could drop to $10 by 2030—~10x lower than in 2015.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b1af676ed731aa9eb93d3faeba90a95\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"392\"/></p><p style=\"text-align: justify;\">This will drive surging sequencing demand. Next-generation molecular diagnostic tests are projected to grow from under one million annually in 2020 to ~7 million in 2030, generating ~200 billion tokens of data per year—surpassing the ~150 trillion tokens used to train leading LLMs from OpenAI, Google Gemini, Anthropic, and xAI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/373a106fe0cf1ac3807ac4d21771a6c5\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"376\"/></p><p style=\"text-align: justify;\"><strong>AI-powered diagnostics are reaching an inflection point.</strong> After ChatGPT’s release, FDA approval success rates for AI-driven tests and devices rose sharply from single-digit percentages. ARK’s best-fit model projects AI-driven diagnostics and devices could account for ~30% of approvals by 2030—and eventually approach 100%.</p><p style=\"text-align: justify;\"><strong>The economics of drug development are being reshaped.</strong> AI-driven drug development could shorten time-to-market by ~40%—from 13 to 8 years—and reduce total drug development costs by ~4x—from $2.4 billion to $700 million. Combining AI acceleration and disease cures, AI-designed drugs in Phase I clinical trials could be worth over $2 billion—while traditional drug assets typically recover only capital costs.</p><p style=\"text-align: justify;\"><strong>The market potential for biological cures is especially staggering.</strong> ARK research shows that <strong>the average price to cure a rare disease currently exceeds $1 million—nearly 15x the lifetime prescription costs of managing that disease.</strong> Cure drugs can capture revenue from most patients before patent expiry, <strong>potentially delivering 20x the value of typical drugs and 2.4x the value of chronic-disease prescriptions.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3d02b22c160d0f4f89ca779f8af1ed8\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"370\"/></p><p style=\"text-align: justify;\"><strong>A broader perspective is healthy lifespan extension.</strong> If the U.S. population lived to a theoretical maximum lifespan of 120 years in perfect health—but retained existing accident mortality risk—this would yield 11.9 billion quality-adjusted life years (QALYs). Valuing each healthy life year at $100,000, the potential longevity-gain market opportunity would be ~$1.2 quadrillion. Today’s global biotech market represents only ~0.1% of this latent potential.</p><h2 id=\"id_1240623724\" style=\"text-align: justify;\">Reusable Rockets Launch the Space Economy</h2><p style=\"text-align: justify;\">SpaceX’s reusable rocket technology is propelling the economy into the space age. In 2025, annual mass launched to orbit hit a record high—with SpaceX dominating the market. The company operates over 9,000 active Starlink satellites, accounting for ~66% of all active satellites in Earth orbit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b8d293e4d0308dfec7916e28a4880d2\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"418\"/></p><p style=\"text-align: justify;\">Launch costs continue to decline. Per Wright’s Law, launch cost should fall ~17% every time cumulative launch mass doubles. Over 17 years since 2008, SpaceX has leveraged partial reusability of Falcon 9 to cut costs by ~95%—from ~$15,600/kg to under $1,000/kg. ARK research indicates that Starship could extend this trajectory to under $100/kg at scale.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea62beabf4c6e001c5a77aef6cd6c431\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"389\"/></p><p style=\"text-align: justify;\">Satellite bandwidth costs are also falling. Per Wright’s Law, satellite bandwidth cost should drop ~44% every time cumulative orbital gigabits-per-second (Gbps) doubles—enabling satellite connectivity to complement cell towers and deliver ubiquitous mobile coverage across the U.S.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d106b6d439aefa463f9bb80b1a8b156\" alt=\"\" title=\"\" tg-width=\"749\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">Comparison shows U.S. consumer mobile plans cost ~$90/month in 2001 (in 2025 dollars), offering just 0.001GB of data and covering ~1% of U.S. land area; by 2025, plans cost ~$100/month, providing unlimited high-speed internet across ~86% of land; by 2030, 100% coverage is expected at the same price.</p><p style=\"text-align: justify;\">Market opportunity is substantial. Driven by cost reductions and performance gains, scaled satellite connectivity could generate over $160 billion in annual revenue—accounting for ~15% of ARK’s global communications revenue forecast. This projection, based on constellation bandwidth capacity versus revenue potential, reveals exponential growth potential.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1ab56e6595aefec24068f46996364d1\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><h2 id=\"id_2470093814\" style=\"text-align: justify;\">Distributed Energy Supports AI Compute Demand</h2><p style=\"text-align: justify;\">Energy is becoming increasingly efficient at driving economic growth. Although concerns about energy intensity arose during the internet boom, economies actually became more energy-efficient—and the AI era may replicate this dynamic. Major economies—including China, the U.S., Japan, India, and Germany—have seen consistent declines in energy intensity (kWh per dollar of GDP) over the past 30 years.</p><p style=\"text-align: justify;\">Multi-omics data costs are collapsing. Solar and battery costs continue to follow Wright’s Law downward; nuclear cost declines were interrupted in the 1970s by regulatory changes, but recent U.S. executive orders should restore nuclear’s prior cost-reduction trajectory. Historically, solar and nuclear costs (per MW) and battery costs (per MWh) have dropped sharply every time cumulative installed capacity doubled.</p><p style=\"text-align: justify;\">Electricity prices are poised to resume their downward trend. Per Wright’s Law, ARK research shows U.S. retail electricity prices fell steadily from the late 19th century to 1974—then plateaued due to regulatory tightening and rising nuclear construction costs. Absent such regulation, ARK estimates today’s prices would be ~40% lower. As low-cost generation scales to serve power-hungry AI data centers, retail electricity prices should begin falling again after a 50-year pause.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b9741dfdecd36d092b29e0c86c21a48\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"323\"/></p><p style=\"text-align: justify;\">Investment demand is immense. Given ARK’s rapid GDP growth forecast, cumulative global power-generation capex must roughly triple to ~$10 trillion by 2030 to meet electricity demand. Accordingly, stationary energy storage deployment must expand ~19x. Between 2026 and 2030, data centers are projected to account for ~5% of total power-generation investment.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70c2ba25a2d7b82ae77726198659c48d\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"402\"/></p><h2 id=\"id_4263196197\" style=\"text-align: justify;\">Digital Asset Markets Show Evolutionary Trends</h2><p style=\"text-align: justify;\">Stablecoin activity surged significantly in 2025, influenced by the potential regulatory framework introduced by the GENIUS Act. Several firms and institutions announced stablecoin-related initiatives; BlackRock disclosed preparations for an internal tokenization platform. Stablecoin issuers and fintech firms—including Tether, Circle, and Stripe—launched or supported Layer 1 blockchains optimized for stablecoins.</p><p style=\"text-align: justify;\">Data shows the market value of tokenized real-world assets (RWA) grew ~208% in 2025, reaching ~$18.9 billion. BlackRock’s BUIDL money market fund reached ~$1.7 billion—representing ~20% of the estimated $9 billion U.S. Treasury tokenization market. Tether’s XAUT and Paxos’ PAXG held ~$1.8 billion and ~$1.6 billion respectively in the tokenized commodities market.</p><p style=\"text-align: justify;\">ARK forecasts that <strong>tokenized asset volume could grow from $19 billion to ~$11 trillion by 2030</strong>, though this projection carries high uncertainty. While sovereign debt currently dominates the tokenized market, future pathways remain unclear.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5238786b7fa6d45fdbaece5eb89720a\" alt=\"\" title=\"\" tg-width=\"960\" tg-height=\"584\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's \"Big Ideas\" For 2026: The Great Acceleration</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's \"Big Ideas\" For 2026: The Great Acceleration\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-01-26 10:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.</p><p style=\"text-align: justify;\">Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on Wall Street: ignoring short-term noise and betting instead on long-term, extreme, and nonlinear technological transformations.</p><p style=\"text-align: justify;\">ARK’s annual research report, <em>Big Ideas</em>, has now been published for ten consecutive years. It is not merely an industry outlook—it functions more like a “technology roadmap for the next decade.”</p><p style=\"text-align: justify;\">You may disagree with its conclusions, but it’s hard to ignore the questions it raises.</p><p style=\"text-align: justify;\">This year’s <em>ARK Big Ideas 2026</em> features a striking overarching title: <strong>The Great Acceleration</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/605b10034669c29ece25ec55c2caa85f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"523\"/></p><p style=\"text-align: justify;\">The report focuses on 13 major innovation areas and advances a core thesis: <strong>Five innovation platforms—centered on artificial intelligence (AI)—are converging at accelerating speed, poised to trigger a step-change in global economic growth by the end of this decade. Real GDP growth in 2030 could reach 7.3%, exceeding the International Monetary Fund’s forecast of 3.1% by four percentage points.</strong></p><p style=\"text-align: justify;\">The report’s most critical insight is that AI is not just another important technological advancement—it is a “Central Dynamo” simultaneously accelerating multiple technology curves. For decades, technological innovation largely followed a linear pattern: one technology → one industry → one capital cycle. ARK argues this paradigm is now obsolete. <strong>At present, technologies are no longer parallel; they are highly coupled and mutually enabling:</strong></p><blockquote><p><em>AI’s computational demands are driving revolutions in next-generation cloud infrastructure, energy storage, and data centers; blockchain and digital wallets provide AI agents with a trusted settlement and execution layer; robotics and autonomous vehicles are pushing AI from the “digital world” into the “physical world”; multi-omics and programmable biology supply AI with high-dimensional biological data, which in turn accelerates model capabilities</em></p></blockquote><p></p><p style=\"text-align: justify;\">ARK uses one metric to describe this state: <strong>Convergence Network Strength. By 2025, this metric will have increased year-on-year by 35%</strong>—indicating markedly faster mutual catalysis among different technologies. This is why ARK calls 2026: The Great Acceleration.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7173bb5abc8306c768cb9548af300c\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"611\"/></p><p style=\"text-align: justify;\">ARK research shows that reusable rocket launches delivering AI chips into orbit, multi-omics data driving precision therapy development, and smart contracts enabling AI agents to coordinate real-world resources—these seemingly independent innovations are generating unprecedented synergies. The importance of robotics as a catalyst reached an inflection point in 2025, while energy storage and distributed energy systems have become key drivers of next-generation cloud infrastructure deployment.</p><p style=\"text-align: justify;\">The report states that the direct impact of this technological revolution includes:</p><blockquote><p><em>The market share of innovation-oriented assets is projected to grow from ~20% in 2025 to ~50% in 2030, with their market value potentially expanding from ~$5 trillion today to ~$28 trillion. Investment in data center systems is expected to rise from ~$500 billion in 2025 to ~$1.4 trillion in 2030, representing a 30% compound annual growth rate (CAGR). Commercialization is accelerating rapidly in sectors including autonomous ride-hailing, AI-driven drug discovery, and consumer humanoid robots—with some already entering large-scale deployment.</em></p></blockquote><p style=\"text-align: justify;\">However, ARK explicitly notes that not all eye-catching technologies possess true disruptive potential. Citing quantum computing as an example, <strong>the report concludes that—even under the most aggressive development assumptions—its practical utility for cryptographic decryption won’t materialize until the 2040s.</strong> Truly disruptive technologies must meet three criteria: sharply declining costs, compelling unit-level economics across multiple industries, and the ability to serve as a foundational platform for other technological innovations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54812b5169031e30c998c0416cee597f\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"581\"/></p><h2 id=\"id_1062475412\" style=\"text-align: justify;\">AI Leads the “Great Acceleration” Era</h2><p style=\"text-align: justify;\">The report states that <strong>ARK dubs this technological revolution “The Great Acceleration,” asserting that interdependence among five innovation platforms—AI, public blockchains, robotics, energy storage, and multi-omics—is intensifying, such that performance gains in one platform unlock new capabilities in another.</strong></p><p style=\"text-align: justify;\">The most striking case highlighted in the report is the convergence of reusable rockets and AI compute. Neural networks’ demand for next-generation cloud computing capacity is hitting physical limits on Earth—and reusable rockets may be the solution.</p><p style=\"text-align: justify;\">Space-based AI compute, delivered at competitive cost, could offer cloud infrastructure computing power unbounded by terrestrial electricity and cooling constraints.</p><p style=\"text-align: justify;\">ARK’s analysis shows that <strong>growth in AI chip demand could increase the need for reusable rockets by roughly 60x compared to current models. At projected launch costs, space-based computing could be ~25% cheaper per unit than ground-based computing.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/097e2ddeadce9b7b6593d23d7153b959\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">According to the report, this technological convergence is fueling an unprecedented investment cycle. ARK research indicates that capital investment alone could contribute 1.9 percentage points annually to real GDP growth over this decade. A new capital base—including autonomous ride-hailing fleets, next-generation data centers, and enterprise investments in AI agents—should lift return on invested capital (ROIC). As additional innovations begin influencing growth trajectories, realized growth may exceed consensus forecasts by more than four percentage points annually.</p><p style=\"text-align: justify;\">From a historical perspective, paradigm shifts in technology have repeatedly driven structural changes in GDP growth rates. ARK’s data shows global real GDP growth rising from ~0.037% in 100,000 BCE, through the Agricultural and Industrial Revolutions, to ~3% today. This AI-centered technological revolution may push that figure above 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a05f67ad2f30a359813cc2ef1bed733d\" alt=\"\" title=\"\" tg-width=\"765\" tg-height=\"595\"/></p><h2 id=\"id_284736649\" style=\"text-align: justify;\">Surge in AI Infrastructure Investment</h2><p style=\"text-align: justify;\">Investment in data center systems is accelerating rapidly. Since ChatGPT’s release, <strong>annualized growth in such investment has surged from ~5% to 29%.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4d61af03a4b6a8b6b2b27d24677b484\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">In 2025, global data center system investment is expected to reach ~$500 billion—nearly 2.5x the average annual level between 2012 and 2023. <strong>ARK forecasts this figure could grow to ~$1.4 trillion by 2030.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99055740c3a1961ee7e10d296db9c969\" alt=\"\" title=\"\" tg-width=\"670\" tg-height=\"506\"/></p><p style=\"text-align: justify;\"><strong>The core driver behind this investment surge is explosive AI demand.</strong> Inference costs have fallen by over 99% in the past year, prompting exponential growth in AI usage by developers, enterprises, and consumers. On the OpenRouter platform, for instance, computational demand for large language models (LLMs) has grown ~25x since December 2024.</p><p style=\"text-align: justify;\">Yet, compared to the dot-com bubble era, valuations across the tech sector today are far more rational. While capital expenditures (capex) in information technology and communication services as a share of GDP have reached their highest level since 1998, the tech sector’s price-to-earnings (P/E) ratio remains well below its dot-com peak.</p><p style=\"text-align: justify;\">The average P/E ratio of six companies—NVIDIA, Alphabet (Google’s parent), Apple, Amazon, Meta, and Microsoft—is only a fraction of their historical highs, indicating that today’s investment boom is grounded in real-world application demand—not speculative frenzy.</p><p style=\"text-align: justify;\"><strong>Competitive dynamics are also shifting.</strong> NVIDIA’s early investments in AI chip design, software, and networking gave it an 85% GPU sales share and gross margins of 75%. However, competitors like AMD and Google have caught up in certain domains—especially small-language-model inference.</p><p style=\"text-align: justify;\">ARK data shows AMD’s MI355X delivers ~38 million tokens per dollar of total cost of ownership (TCO), outperforming NVIDIA’s B200 in small-model performance. Still, NVIDIA’s Grace Blackwell rack-scale system retains leadership in large-model inference, powering the most advanced foundation models.</p><h2 id=\"id_4029448121\" style=\"text-align: justify;\">AI Consumer Operating Systems Reshape Business Models</h2><p style=\"text-align: justify;\">AI models are converging into a new consumer operating system, fundamentally altering how people interact with the digital world. Consumers are adopting AI far faster than the internet’s original adoption pace—AI chatbots have achieved ~25% penetration among smartphone users within seven years of launch, whereas the internet took longer to reach equivalent PC-user penetration.</p><p style=\"text-align: justify;\"><strong>This shift is compressing the shopping funnel. Completing a purchase took ~1 hour in the pre-internet era, shrank to minutes in the mobile era, and is now further compressed to ~90 seconds in the AI agent era.</strong> AI shopping agents are transforming the purchase funnel with unprecedented personalization and speed. <strong>Today, 95% of the consumer journey occurs before purchase—personalization is no longer optional, but a moat.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a408544c118d0196d00b18272283014b\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"413\"/></p><p style=\"text-align: justify;\"><strong>This transformation is underpinned by new protocol standards.</strong> Anthropic’s open-source Model Context Protocol (MCP) enables agents to seamlessly access real-time information across the entire internet, while OpenAI’s Agent Commerce Protocol (ACP) secures end-to-end transactions. These protocols are streamlining and accelerating commerce in the AI era.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8adcc7ca45069f9b0312485ade2b392f\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"403\"/></p><p style=\"text-align: justify;\"><strong>The market opportunity is staggering.</strong> ARK forecasts that AI-agent-facilitated global online consumer spending will grow from ~2% of online sales in 2025 to ~25% in 2030—reaching over $8 trillion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2bce60dc3c2355c3fd55a5a50a59e5e9\" alt=\"\" title=\"\" tg-width=\"650\" tg-height=\"498\"/></p><p style=\"text-align: justify;\">AI search traffic share is projected to <strong>grow from 10% in 2025 to 65% in 2030</strong>, with AI-related search advertising spend growing at ~50% annually.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4b6dcd20f2b0032f9f048dc37e81f46\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"395\"/></p><p style=\"text-align: justify;\">By 2030, AI agents may generate ~$90 billion in commercial and advertising revenue, with lead generation and advertising being the dominant growth drivers—far surpassing contributions from consumer subscriptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0e79b1a62e4f8eefeb46e2dc4295a79\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"345\"/></p><h2 id=\"id_3768559099\" style=\"text-align: justify;\">Robotics: A Severely Undervalued GDP Engine</h2><p style=\"text-align: justify;\">If AI is the Central Dynamo of the digital world, then robotics is its most critical “physical outlet.”</p><p style=\"text-align: justify;\">The report emphasizes that AI’s rapid progress is transforming robots from fixed-task, specialized devices into relatively open, general-purpose platforms—a key enabler unlocking industrial and household market potential.</p><p style=\"text-align: justify;\">ARK estimates the global robotics market presents a ~<strong>$26 trillion</strong> revenue opportunity, split across two major segments: manufacturing and home services.</p><blockquote><p><em>In manufacturing, global manufacturing GDP is projected to reach $32 trillion by 2030. If robotics achieves a 100% labor productivity boost and service providers retain a 35% revenue share, this represents ~$13 trillion in revenue opportunity. In home services, ~2.8 billion global workers perform ~2.3 hours daily of unpaid domestic labor. Valuing that time at the global average hourly wage of $12 and applying a 50% time-value discount yields an equivalent ~$13 trillion market.</em></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab0d4c54a187d2e71552f10d5f2602b0\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"394\"/></p><p style=\"text-align: justify;\">ARK especially underscores the macroeconomic significance of humanoid robots.</p><p style=\"text-align: justify;\"><strong>A frequently overlooked fact is that vast amounts of household maintenance, caregiving, cleaning, and management labor are not counted in GDP today.</strong></p><p style=\"text-align: justify;\">ARK’s analysis shows: One household humanoid robot → can convert ~$62,000/year of implicit labor into explicit GDP; if 80% of U.S. households adopt them within five years → annual GDP growth could jump from 2–3% to 5–6%.</p><p style=\"text-align: justify;\">The report frames this not as “job replacement,” but as converting non-market activity into market activity—and freeing time for productive use.</p><h2 id=\"id_2538905649\" style=\"text-align: justify;\">Autonomous Driving Reaches an Inflection Point</h2><p style=\"text-align: justify;\">ARK judges that humanoid robots are ~200,000x more complex than autonomous vehicles. This complexity ratio defines the theoretical capability required for full autonomy. Nevertheless, by mapping Tesla’s Full Self-Driving (FSD) computational requirements and performance gains, ARK forecasts that <strong>Optimus humanoid robots may achieve human-level task execution capability around 2028</strong>, assuming continued AI compute expansion and hardware advancement.</p><p style=\"text-align: justify;\"><strong>Autonomous ride-hailing services are beginning to erode traditional ride-hailing market share.</strong> In San Francisco’s operational zones, Waymo’s market share is already pressuring Uber and Lyft. Companies including Waymo, Baidu’s Apollo Go, and Pony.ai have collectively logged billions of autonomous miles, with daily driverless mileage growing rapidly.</p><p style=\"text-align: justify;\"><strong>Cost reduction will be the key demand driver.</strong> ARK forecasts that <strong>by 2035, the per-mile cost of global autonomous ride-hailing could fall to $0.25—far below the $2.80 per mile for U.S. human-driven ride-hailing and $0.80 for private cars in 2025.</strong> In early commercialization, vehicle cost dominates unit economics; later, fleet utilization drives down per-mile cost.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa1791f6316d6b49faf7a577fb898c65\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"426\"/></p><p style=\"text-align: justify;\"><strong>The market value potential is enormous.</strong> ARK estimates that <strong>by 2030, autonomous ride-hailing could create ~$34 trillion in enterprise value</strong>, with autonomous technology providers capturing ~98% of EBIT and enterprise value, while automakers and fleet operators claim relatively small shares. A key risk to this forecast is whether automakers beyond Tesla can scale their autonomous ride-hailing fleets fast enough.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82649ae8951781a67692efe73d1eb26c\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"411\"/></p><p style=\"text-align: justify;\"><strong>Autonomous logistics holds similarly strong promise.</strong> Fully automated last-mile delivery—via drones or ground robots—has already exceeded 4 million annualized trips globally. Autonomous long-haul trucking has launched in the U.S., with operators planning rapid route expansion. ARK forecasts that <strong>global autonomous delivery revenue could reach $48 billion by 2030</strong>, with regulatory approval and automation of backend loading operations remaining key constraints.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02d86090f719598e03cf27af6556a227\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"405\"/></p><h2 id=\"id_2808602528\" style=\"text-align: justify;\">Multi-Omics and AI Drive Biological Breakthroughs</h2><p style=\"text-align: justify;\">Multi-omics—encompassing genomics, epigenomics, transcriptomics, proteomics, and metabolomics—combined with AI, is triggering a flywheel effect in biological innovation. This flywheel includes: generating richer, lower-cost biological data; conducting more accurate testing; yielding deeper biological insights; developing AI-driven therapeutics; and ultimately curing diseases.</p><p style=\"text-align: justify;\">Data generation costs are falling sharply. <strong>Whole-genome sequencing costs could drop to $10 by 2030—~10x lower than in 2015.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b1af676ed731aa9eb93d3faeba90a95\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"392\"/></p><p style=\"text-align: justify;\">This will drive surging sequencing demand. Next-generation molecular diagnostic tests are projected to grow from under one million annually in 2020 to ~7 million in 2030, generating ~200 billion tokens of data per year—surpassing the ~150 trillion tokens used to train leading LLMs from OpenAI, Google Gemini, Anthropic, and xAI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/373a106fe0cf1ac3807ac4d21771a6c5\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"376\"/></p><p style=\"text-align: justify;\"><strong>AI-powered diagnostics are reaching an inflection point.</strong> After ChatGPT’s release, FDA approval success rates for AI-driven tests and devices rose sharply from single-digit percentages. ARK’s best-fit model projects AI-driven diagnostics and devices could account for ~30% of approvals by 2030—and eventually approach 100%.</p><p style=\"text-align: justify;\"><strong>The economics of drug development are being reshaped.</strong> AI-driven drug development could shorten time-to-market by ~40%—from 13 to 8 years—and reduce total drug development costs by ~4x—from $2.4 billion to $700 million. Combining AI acceleration and disease cures, AI-designed drugs in Phase I clinical trials could be worth over $2 billion—while traditional drug assets typically recover only capital costs.</p><p style=\"text-align: justify;\"><strong>The market potential for biological cures is especially staggering.</strong> ARK research shows that <strong>the average price to cure a rare disease currently exceeds $1 million—nearly 15x the lifetime prescription costs of managing that disease.</strong> Cure drugs can capture revenue from most patients before patent expiry, <strong>potentially delivering 20x the value of typical drugs and 2.4x the value of chronic-disease prescriptions.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3d02b22c160d0f4f89ca779f8af1ed8\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"370\"/></p><p style=\"text-align: justify;\"><strong>A broader perspective is healthy lifespan extension.</strong> If the U.S. population lived to a theoretical maximum lifespan of 120 years in perfect health—but retained existing accident mortality risk—this would yield 11.9 billion quality-adjusted life years (QALYs). Valuing each healthy life year at $100,000, the potential longevity-gain market opportunity would be ~$1.2 quadrillion. Today’s global biotech market represents only ~0.1% of this latent potential.</p><h2 id=\"id_1240623724\" style=\"text-align: justify;\">Reusable Rockets Launch the Space Economy</h2><p style=\"text-align: justify;\">SpaceX’s reusable rocket technology is propelling the economy into the space age. In 2025, annual mass launched to orbit hit a record high—with SpaceX dominating the market. The company operates over 9,000 active Starlink satellites, accounting for ~66% of all active satellites in Earth orbit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b8d293e4d0308dfec7916e28a4880d2\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"418\"/></p><p style=\"text-align: justify;\">Launch costs continue to decline. Per Wright’s Law, launch cost should fall ~17% every time cumulative launch mass doubles. Over 17 years since 2008, SpaceX has leveraged partial reusability of Falcon 9 to cut costs by ~95%—from ~$15,600/kg to under $1,000/kg. ARK research indicates that Starship could extend this trajectory to under $100/kg at scale.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea62beabf4c6e001c5a77aef6cd6c431\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"389\"/></p><p style=\"text-align: justify;\">Satellite bandwidth costs are also falling. Per Wright’s Law, satellite bandwidth cost should drop ~44% every time cumulative orbital gigabits-per-second (Gbps) doubles—enabling satellite connectivity to complement cell towers and deliver ubiquitous mobile coverage across the U.S.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d106b6d439aefa463f9bb80b1a8b156\" alt=\"\" title=\"\" tg-width=\"749\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">Comparison shows U.S. consumer mobile plans cost ~$90/month in 2001 (in 2025 dollars), offering just 0.001GB of data and covering ~1% of U.S. land area; by 2025, plans cost ~$100/month, providing unlimited high-speed internet across ~86% of land; by 2030, 100% coverage is expected at the same price.</p><p style=\"text-align: justify;\">Market opportunity is substantial. Driven by cost reductions and performance gains, scaled satellite connectivity could generate over $160 billion in annual revenue—accounting for ~15% of ARK’s global communications revenue forecast. This projection, based on constellation bandwidth capacity versus revenue potential, reveals exponential growth potential.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1ab56e6595aefec24068f46996364d1\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"396\"/></p><h2 id=\"id_2470093814\" style=\"text-align: justify;\">Distributed Energy Supports AI Compute Demand</h2><p style=\"text-align: justify;\">Energy is becoming increasingly efficient at driving economic growth. Although concerns about energy intensity arose during the internet boom, economies actually became more energy-efficient—and the AI era may replicate this dynamic. Major economies—including China, the U.S., Japan, India, and Germany—have seen consistent declines in energy intensity (kWh per dollar of GDP) over the past 30 years.</p><p style=\"text-align: justify;\">Multi-omics data costs are collapsing. Solar and battery costs continue to follow Wright’s Law downward; nuclear cost declines were interrupted in the 1970s by regulatory changes, but recent U.S. executive orders should restore nuclear’s prior cost-reduction trajectory. Historically, solar and nuclear costs (per MW) and battery costs (per MWh) have dropped sharply every time cumulative installed capacity doubled.</p><p style=\"text-align: justify;\">Electricity prices are poised to resume their downward trend. Per Wright’s Law, ARK research shows U.S. retail electricity prices fell steadily from the late 19th century to 1974—then plateaued due to regulatory tightening and rising nuclear construction costs. Absent such regulation, ARK estimates today’s prices would be ~40% lower. As low-cost generation scales to serve power-hungry AI data centers, retail electricity prices should begin falling again after a 50-year pause.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b9741dfdecd36d092b29e0c86c21a48\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"323\"/></p><p style=\"text-align: justify;\">Investment demand is immense. Given ARK’s rapid GDP growth forecast, cumulative global power-generation capex must roughly triple to ~$10 trillion by 2030 to meet electricity demand. Accordingly, stationary energy storage deployment must expand ~19x. Between 2026 and 2030, data centers are projected to account for ~5% of total power-generation investment.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70c2ba25a2d7b82ae77726198659c48d\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"402\"/></p><h2 id=\"id_4263196197\" style=\"text-align: justify;\">Digital Asset Markets Show Evolutionary Trends</h2><p style=\"text-align: justify;\">Stablecoin activity surged significantly in 2025, influenced by the potential regulatory framework introduced by the GENIUS Act. Several firms and institutions announced stablecoin-related initiatives; BlackRock disclosed preparations for an internal tokenization platform. Stablecoin issuers and fintech firms—including Tether, Circle, and Stripe—launched or supported Layer 1 blockchains optimized for stablecoins.</p><p style=\"text-align: justify;\">Data shows the market value of tokenized real-world assets (RWA) grew ~208% in 2025, reaching ~$18.9 billion. BlackRock’s BUIDL money market fund reached ~$1.7 billion—representing ~20% of the estimated $9 billion U.S. Treasury tokenization market. Tether’s XAUT and Paxos’ PAXG held ~$1.8 billion and ~$1.6 billion respectively in the tokenized commodities market.</p><p style=\"text-align: justify;\">ARK forecasts that <strong>tokenized asset volume could grow from $19 billion to ~$11 trillion by 2030</strong>, though this projection carries high uncertainty. While sovereign debt currently dominates the tokenized market, future pathways remain unclear.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5238786b7fa6d45fdbaece5eb89720a\" alt=\"\" title=\"\" tg-width=\"960\" tg-height=\"584\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","IZRL":"ARK Israel Innovative Technology ETF","ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","CTRU":"ARK Transparency ETF","ARKX":"ARK Space Exploration & Innovation ETF","PRNT":"The 3D Printing ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159546488","content_text":"If you follow global tech investment, it’s nearly impossible to ignore one name—Cathie Wood.Over the past decade, she and her firm ARK Invest have pursued a strategy that is anything but popular on Wall Street: ignoring short-term noise and betting instead on long-term, extreme, and nonlinear technological transformations.ARK’s annual research report, Big Ideas, has now been published for ten consecutive years. It is not merely an industry outlook—it functions more like a “technology roadmap for the next decade.”You may disagree with its conclusions, but it’s hard to ignore the questions it raises.This year’s ARK Big Ideas 2026 features a striking overarching title: The Great Acceleration.The report focuses on 13 major innovation areas and advances a core thesis: Five innovation platforms—centered on artificial intelligence (AI)—are converging at accelerating speed, poised to trigger a step-change in global economic growth by the end of this decade. Real GDP growth in 2030 could reach 7.3%, exceeding the International Monetary Fund’s forecast of 3.1% by four percentage points.The report’s most critical insight is that AI is not just another important technological advancement—it is a “Central Dynamo” simultaneously accelerating multiple technology curves. For decades, technological innovation largely followed a linear pattern: one technology → one industry → one capital cycle. ARK argues this paradigm is now obsolete. At present, technologies are no longer parallel; they are highly coupled and mutually enabling:AI’s computational demands are driving revolutions in next-generation cloud infrastructure, energy storage, and data centers; blockchain and digital wallets provide AI agents with a trusted settlement and execution layer; robotics and autonomous vehicles are pushing AI from the “digital world” into the “physical world”; multi-omics and programmable biology supply AI with high-dimensional biological data, which in turn accelerates model capabilitiesARK uses one metric to describe this state: Convergence Network Strength. By 2025, this metric will have increased year-on-year by 35%—indicating markedly faster mutual catalysis among different technologies. This is why ARK calls 2026: The Great Acceleration.ARK research shows that reusable rocket launches delivering AI chips into orbit, multi-omics data driving precision therapy development, and smart contracts enabling AI agents to coordinate real-world resources—these seemingly independent innovations are generating unprecedented synergies. The importance of robotics as a catalyst reached an inflection point in 2025, while energy storage and distributed energy systems have become key drivers of next-generation cloud infrastructure deployment.The report states that the direct impact of this technological revolution includes:The market share of innovation-oriented assets is projected to grow from ~20% in 2025 to ~50% in 2030, with their market value potentially expanding from ~$5 trillion today to ~$28 trillion. Investment in data center systems is expected to rise from ~$500 billion in 2025 to ~$1.4 trillion in 2030, representing a 30% compound annual growth rate (CAGR). Commercialization is accelerating rapidly in sectors including autonomous ride-hailing, AI-driven drug discovery, and consumer humanoid robots—with some already entering large-scale deployment.However, ARK explicitly notes that not all eye-catching technologies possess true disruptive potential. Citing quantum computing as an example, the report concludes that—even under the most aggressive development assumptions—its practical utility for cryptographic decryption won’t materialize until the 2040s. Truly disruptive technologies must meet three criteria: sharply declining costs, compelling unit-level economics across multiple industries, and the ability to serve as a foundational platform for other technological innovations.AI Leads the “Great Acceleration” EraThe report states that ARK dubs this technological revolution “The Great Acceleration,” asserting that interdependence among five innovation platforms—AI, public blockchains, robotics, energy storage, and multi-omics—is intensifying, such that performance gains in one platform unlock new capabilities in another.The most striking case highlighted in the report is the convergence of reusable rockets and AI compute. Neural networks’ demand for next-generation cloud computing capacity is hitting physical limits on Earth—and reusable rockets may be the solution.Space-based AI compute, delivered at competitive cost, could offer cloud infrastructure computing power unbounded by terrestrial electricity and cooling constraints.ARK’s analysis shows that growth in AI chip demand could increase the need for reusable rockets by roughly 60x compared to current models. At projected launch costs, space-based computing could be ~25% cheaper per unit than ground-based computing.According to the report, this technological convergence is fueling an unprecedented investment cycle. ARK research indicates that capital investment alone could contribute 1.9 percentage points annually to real GDP growth over this decade. A new capital base—including autonomous ride-hailing fleets, next-generation data centers, and enterprise investments in AI agents—should lift return on invested capital (ROIC). As additional innovations begin influencing growth trajectories, realized growth may exceed consensus forecasts by more than four percentage points annually.From a historical perspective, paradigm shifts in technology have repeatedly driven structural changes in GDP growth rates. ARK’s data shows global real GDP growth rising from ~0.037% in 100,000 BCE, through the Agricultural and Industrial Revolutions, to ~3% today. This AI-centered technological revolution may push that figure above 7%.Surge in AI Infrastructure InvestmentInvestment in data center systems is accelerating rapidly. Since ChatGPT’s release, annualized growth in such investment has surged from ~5% to 29%.In 2025, global data center system investment is expected to reach ~$500 billion—nearly 2.5x the average annual level between 2012 and 2023. ARK forecasts this figure could grow to ~$1.4 trillion by 2030.The core driver behind this investment surge is explosive AI demand. Inference costs have fallen by over 99% in the past year, prompting exponential growth in AI usage by developers, enterprises, and consumers. On the OpenRouter platform, for instance, computational demand for large language models (LLMs) has grown ~25x since December 2024.Yet, compared to the dot-com bubble era, valuations across the tech sector today are far more rational. While capital expenditures (capex) in information technology and communication services as a share of GDP have reached their highest level since 1998, the tech sector’s price-to-earnings (P/E) ratio remains well below its dot-com peak.The average P/E ratio of six companies—NVIDIA, Alphabet (Google’s parent), Apple, Amazon, Meta, and Microsoft—is only a fraction of their historical highs, indicating that today’s investment boom is grounded in real-world application demand—not speculative frenzy.Competitive dynamics are also shifting. NVIDIA’s early investments in AI chip design, software, and networking gave it an 85% GPU sales share and gross margins of 75%. However, competitors like AMD and Google have caught up in certain domains—especially small-language-model inference.ARK data shows AMD’s MI355X delivers ~38 million tokens per dollar of total cost of ownership (TCO), outperforming NVIDIA’s B200 in small-model performance. Still, NVIDIA’s Grace Blackwell rack-scale system retains leadership in large-model inference, powering the most advanced foundation models.AI Consumer Operating Systems Reshape Business ModelsAI models are converging into a new consumer operating system, fundamentally altering how people interact with the digital world. Consumers are adopting AI far faster than the internet’s original adoption pace—AI chatbots have achieved ~25% penetration among smartphone users within seven years of launch, whereas the internet took longer to reach equivalent PC-user penetration.This shift is compressing the shopping funnel. Completing a purchase took ~1 hour in the pre-internet era, shrank to minutes in the mobile era, and is now further compressed to ~90 seconds in the AI agent era. AI shopping agents are transforming the purchase funnel with unprecedented personalization and speed. Today, 95% of the consumer journey occurs before purchase—personalization is no longer optional, but a moat.This transformation is underpinned by new protocol standards. Anthropic’s open-source Model Context Protocol (MCP) enables agents to seamlessly access real-time information across the entire internet, while OpenAI’s Agent Commerce Protocol (ACP) secures end-to-end transactions. These protocols are streamlining and accelerating commerce in the AI era.The market opportunity is staggering. ARK forecasts that AI-agent-facilitated global online consumer spending will grow from ~2% of online sales in 2025 to ~25% in 2030—reaching over $8 trillion.AI search traffic share is projected to grow from 10% in 2025 to 65% in 2030, with AI-related search advertising spend growing at ~50% annually.By 2030, AI agents may generate ~$90 billion in commercial and advertising revenue, with lead generation and advertising being the dominant growth drivers—far surpassing contributions from consumer subscriptions.Robotics: A Severely Undervalued GDP EngineIf AI is the Central Dynamo of the digital world, then robotics is its most critical “physical outlet.”The report emphasizes that AI’s rapid progress is transforming robots from fixed-task, specialized devices into relatively open, general-purpose platforms—a key enabler unlocking industrial and household market potential.ARK estimates the global robotics market presents a ~$26 trillion revenue opportunity, split across two major segments: manufacturing and home services.In manufacturing, global manufacturing GDP is projected to reach $32 trillion by 2030. If robotics achieves a 100% labor productivity boost and service providers retain a 35% revenue share, this represents ~$13 trillion in revenue opportunity. In home services, ~2.8 billion global workers perform ~2.3 hours daily of unpaid domestic labor. Valuing that time at the global average hourly wage of $12 and applying a 50% time-value discount yields an equivalent ~$13 trillion market.ARK especially underscores the macroeconomic significance of humanoid robots.A frequently overlooked fact is that vast amounts of household maintenance, caregiving, cleaning, and management labor are not counted in GDP today.ARK’s analysis shows: One household humanoid robot → can convert ~$62,000/year of implicit labor into explicit GDP; if 80% of U.S. households adopt them within five years → annual GDP growth could jump from 2–3% to 5–6%.The report frames this not as “job replacement,” but as converting non-market activity into market activity—and freeing time for productive use.Autonomous Driving Reaches an Inflection PointARK judges that humanoid robots are ~200,000x more complex than autonomous vehicles. This complexity ratio defines the theoretical capability required for full autonomy. Nevertheless, by mapping Tesla’s Full Self-Driving (FSD) computational requirements and performance gains, ARK forecasts that Optimus humanoid robots may achieve human-level task execution capability around 2028, assuming continued AI compute expansion and hardware advancement.Autonomous ride-hailing services are beginning to erode traditional ride-hailing market share. In San Francisco’s operational zones, Waymo’s market share is already pressuring Uber and Lyft. Companies including Waymo, Baidu’s Apollo Go, and Pony.ai have collectively logged billions of autonomous miles, with daily driverless mileage growing rapidly.Cost reduction will be the key demand driver. ARK forecasts that by 2035, the per-mile cost of global autonomous ride-hailing could fall to $0.25—far below the $2.80 per mile for U.S. human-driven ride-hailing and $0.80 for private cars in 2025. In early commercialization, vehicle cost dominates unit economics; later, fleet utilization drives down per-mile cost.The market value potential is enormous. ARK estimates that by 2030, autonomous ride-hailing could create ~$34 trillion in enterprise value, with autonomous technology providers capturing ~98% of EBIT and enterprise value, while automakers and fleet operators claim relatively small shares. A key risk to this forecast is whether automakers beyond Tesla can scale their autonomous ride-hailing fleets fast enough.Autonomous logistics holds similarly strong promise. Fully automated last-mile delivery—via drones or ground robots—has already exceeded 4 million annualized trips globally. Autonomous long-haul trucking has launched in the U.S., with operators planning rapid route expansion. ARK forecasts that global autonomous delivery revenue could reach $48 billion by 2030, with regulatory approval and automation of backend loading operations remaining key constraints.Multi-Omics and AI Drive Biological BreakthroughsMulti-omics—encompassing genomics, epigenomics, transcriptomics, proteomics, and metabolomics—combined with AI, is triggering a flywheel effect in biological innovation. This flywheel includes: generating richer, lower-cost biological data; conducting more accurate testing; yielding deeper biological insights; developing AI-driven therapeutics; and ultimately curing diseases.Data generation costs are falling sharply. Whole-genome sequencing costs could drop to $10 by 2030—~10x lower than in 2015.This will drive surging sequencing demand. Next-generation molecular diagnostic tests are projected to grow from under one million annually in 2020 to ~7 million in 2030, generating ~200 billion tokens of data per year—surpassing the ~150 trillion tokens used to train leading LLMs from OpenAI, Google Gemini, Anthropic, and xAI.AI-powered diagnostics are reaching an inflection point. After ChatGPT’s release, FDA approval success rates for AI-driven tests and devices rose sharply from single-digit percentages. ARK’s best-fit model projects AI-driven diagnostics and devices could account for ~30% of approvals by 2030—and eventually approach 100%.The economics of drug development are being reshaped. AI-driven drug development could shorten time-to-market by ~40%—from 13 to 8 years—and reduce total drug development costs by ~4x—from $2.4 billion to $700 million. Combining AI acceleration and disease cures, AI-designed drugs in Phase I clinical trials could be worth over $2 billion—while traditional drug assets typically recover only capital costs.The market potential for biological cures is especially staggering. ARK research shows that the average price to cure a rare disease currently exceeds $1 million—nearly 15x the lifetime prescription costs of managing that disease. Cure drugs can capture revenue from most patients before patent expiry, potentially delivering 20x the value of typical drugs and 2.4x the value of chronic-disease prescriptions.A broader perspective is healthy lifespan extension. If the U.S. population lived to a theoretical maximum lifespan of 120 years in perfect health—but retained existing accident mortality risk—this would yield 11.9 billion quality-adjusted life years (QALYs). Valuing each healthy life year at $100,000, the potential longevity-gain market opportunity would be ~$1.2 quadrillion. Today’s global biotech market represents only ~0.1% of this latent potential.Reusable Rockets Launch the Space EconomySpaceX’s reusable rocket technology is propelling the economy into the space age. In 2025, annual mass launched to orbit hit a record high—with SpaceX dominating the market. The company operates over 9,000 active Starlink satellites, accounting for ~66% of all active satellites in Earth orbit.Launch costs continue to decline. Per Wright’s Law, launch cost should fall ~17% every time cumulative launch mass doubles. Over 17 years since 2008, SpaceX has leveraged partial reusability of Falcon 9 to cut costs by ~95%—from ~$15,600/kg to under $1,000/kg. ARK research indicates that Starship could extend this trajectory to under $100/kg at scale.Satellite bandwidth costs are also falling. Per Wright’s Law, satellite bandwidth cost should drop ~44% every time cumulative orbital gigabits-per-second (Gbps) doubles—enabling satellite connectivity to complement cell towers and deliver ubiquitous mobile coverage across the U.S.Comparison shows U.S. consumer mobile plans cost ~$90/month in 2001 (in 2025 dollars), offering just 0.001GB of data and covering ~1% of U.S. land area; by 2025, plans cost ~$100/month, providing unlimited high-speed internet across ~86% of land; by 2030, 100% coverage is expected at the same price.Market opportunity is substantial. Driven by cost reductions and performance gains, scaled satellite connectivity could generate over $160 billion in annual revenue—accounting for ~15% of ARK’s global communications revenue forecast. This projection, based on constellation bandwidth capacity versus revenue potential, reveals exponential growth potential.Distributed Energy Supports AI Compute DemandEnergy is becoming increasingly efficient at driving economic growth. Although concerns about energy intensity arose during the internet boom, economies actually became more energy-efficient—and the AI era may replicate this dynamic. Major economies—including China, the U.S., Japan, India, and Germany—have seen consistent declines in energy intensity (kWh per dollar of GDP) over the past 30 years.Multi-omics data costs are collapsing. Solar and battery costs continue to follow Wright’s Law downward; nuclear cost declines were interrupted in the 1970s by regulatory changes, but recent U.S. executive orders should restore nuclear’s prior cost-reduction trajectory. Historically, solar and nuclear costs (per MW) and battery costs (per MWh) have dropped sharply every time cumulative installed capacity doubled.Electricity prices are poised to resume their downward trend. Per Wright’s Law, ARK research shows U.S. retail electricity prices fell steadily from the late 19th century to 1974—then plateaued due to regulatory tightening and rising nuclear construction costs. Absent such regulation, ARK estimates today’s prices would be ~40% lower. As low-cost generation scales to serve power-hungry AI data centers, retail electricity prices should begin falling again after a 50-year pause.Investment demand is immense. Given ARK’s rapid GDP growth forecast, cumulative global power-generation capex must roughly triple to ~$10 trillion by 2030 to meet electricity demand. Accordingly, stationary energy storage deployment must expand ~19x. Between 2026 and 2030, data centers are projected to account for ~5% of total power-generation investment.Digital Asset Markets Show Evolutionary TrendsStablecoin activity surged significantly in 2025, influenced by the potential regulatory framework introduced by the GENIUS Act. Several firms and institutions announced stablecoin-related initiatives; BlackRock disclosed preparations for an internal tokenization platform. Stablecoin issuers and fintech firms—including Tether, Circle, and Stripe—launched or supported Layer 1 blockchains optimized for stablecoins.Data shows the market value of tokenized real-world assets (RWA) grew ~208% in 2025, reaching ~$18.9 billion. BlackRock’s BUIDL money market fund reached ~$1.7 billion—representing ~20% of the estimated $9 billion U.S. Treasury tokenization market. Tether’s XAUT and Paxos’ PAXG held ~$1.8 billion and ~$1.6 billion respectively in the tokenized commodities market.ARK forecasts that tokenized asset volume could grow from $19 billion to ~$11 trillion by 2030, though this projection carries high uncertainty. 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