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11-19

One of the best articles I've read lately. Crypto is simply changing hands.

Bitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.

2024-10-25

That's what I've been asking myself for years now.

Can Nio Stock Jump 2x?

2024-10-01

Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.

Tesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com

2023-08-17

Good timing [Tongue]

Sorry, the original content has been removed

2023-07-26

When will $NIO be $20 again? @TigerGpt TigerGPT，your new investing superpower Click to learn more

Go to Tiger App to see more news

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of the best articles I've read lately. Crypto is simply changing hands.","listText":"One of the best articles I've read lately. Crypto is simply changing hands.","text":"One of the best articles I've read lately. Crypto is simply changing hands.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501732787213104","repostId":"2584930541","repostType":2,"repost":{"id":"2584930541","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":1763472867,"share":"https://ttm.financial/m/news/2584930541?lang=en_US&edition=fundamental","pubTime":"2025-11-18 21:34","market":"hk","language":"en","title":"Bitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.","url":"https://stock-news.laohu8.com/highlight/detail?id=2584930541","media":"Dow Jones","summary":"If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has...","content":"<html><head></head><body><p>If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&amp;P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has topped $4,000 an ounce. Artificial-intelligence stocks are priced as if AI has already replaced half of us.</p><p>And bitcoin? Down more than 20% from its peak. Stuck in a range. The financial equivalent of watching paint dry on a prison wall.</p><p>So what went wrong? Did the Great Digital Future get canceled?</p><p>No. Something much less dramatic and far more familiar is happening: Bitcoin is going through the same thing <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Google and others experienced after they went public. It&#39;s having an IPO moment.</p><p>It&#39;s just changing hands from the people who got rich to the people who want to.</p><h2 id=\"id_171393440\">When bitcoin stopped dancing with the Nasdaq</h2><p>For years, bitcoin behaved like a tech stock that had downed a triple espresso. When the Nasdaq went up, bitcoin went up more. When big tech sold off, bitcoin fell off a cliff.</p><p>That pattern broke in late 2024. Since then, the Nasdaq has climbed, the S&amp;P 500 is near its highs, gold has gone parabolic - classic risk-on behavior.</p><p>And bitcoin? It isn&#39;t collapsing. It just refuses to join the party.</p><p>When an asset is strong enough not to crash but too heavy to rally with everything else, that&#39;s usually not a macro problem. It&#39;s a shareholder problem. In stocks, this is what you see after an IPO when insiders are finally allowed to sell.</p><h2 id=\"id_3998844672\">The &#39;silent IPO&#39;: Bitcoin&#39;s early holders are finally cashing out. Relax.</h2><p>A company goes public. Big first day. Feel-good headlines. But the early investors can&#39;t sell right away. They&#39;re locked up for months. When that lockup ends, they don&#39;t dump it all on a Tuesday. They distribute slowly into strength.</p><p>For instance, Amazon (AMZN) IPO&#39;d in 1997 at $18, hit $100 within three years, then consolidated for two years despite the internet exploding. Shares of Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, then Google, went sideways for almost two years after the 2004 IPO. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), then Facebook, after its IPO in 2012? Same pattern when the lockups expired.</p><p>Here&#39;s what matters: that these shareholders sell because they finally can - not because they think the business is doomed. The stock trades sideways while that overhang clears, even as the company keeps growing.</p><p>Bitcoin, of course, never had a formal IPO, but the same economics apply. The &#34;founders and VCs&#34; here are the miners and early buyers who picked up bitcoin at $10, $100, $1,000 - and held on while the rest of us called them lunatics.</p><p>Now we have SEC-approved bitcoin exchange-traded funds, Wall Street desks, institutional custody, even sovereign funds lurking. For the first time in bitcoin&#39;s history, you can quietly move billions without knocking the price off the table.</p><p>And that&#39;s exactly what&#39;s happening. For example, <a href=\"https://laohu8.com/S/GLXY\">Galaxy Digital</a> recently disclosed moving $9 billion in bitcoin for a single client, one of the original holders methodically exiting. Blockchain data from Glassnode show coins that have been dormant since 2010-13 moving for the first time - not in panic but in &#34;persistent, staggered distribution.&#34;</p><p>What we&#39;re seeing now is like a silent IPO: early, oversized holders distributing to a much broader base of buyers who came in through ETFs, brokerages and corporate treasuries.</p><p>Don&#39;t believe me? Look at <a href=\"https://laohu8.com/S/CRCL\">Circle</a> (CRCL) and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV) - both IPO&#39;d in 2025, both popped early, both consolidating now despite strong markets. Same pattern. Different asset class.</p><h2 id=\"id_2146072666\">Scared money vs. rich people taking chips off the table</h2><p>In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich.</p><p>If you have a vague PTSD flashback to bitcoin&#39;s &#34;crypto winter,&#34; let&#39;s be clear. In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich. Those are not the same thing.</p><p>In 2022, major exchanges failed, frauds were exposed and people sold because they thought bitcoin might go to zero. There was no deep institutional bid. The price collapsed 70% and more because faith and liquidity evaporated.</p><p>This time, bitcoin ETFs are live and functioning. Advisers, pensions and family offices can push a button and buy. Network fundamentals are near all-time highs. The sellers are winners taking profits at prices of $90,000-plus, not losers puking at the bottom.</p><h2 id=\"id_3840140171\">When do the crypto &#39;whales&#39; stop selling?</h2><p>In stock markets, these overhangs usually run six to 18 months after lockups end. Bitcoin&#39;s &#34;lockup&#34; effectively ended when it broke above $100,000 and ETFs proved they could absorb huge blocks without chaos. That was late last year. If you buy the analogy, we&#39;re probably eight to 10 months into the process.</p><p>Could bitcoin go lower? Of course. But if your time horizon is 20 years, the difference between buying at $100,000 and buying at $80,000 matters more to your cocktail-party stories than to your grandchildren&#39;s net worth.</p><h2 id=\"id_3725022975\">Bitcoin isn&#39;t a trade. It&#39;s a time machine.</h2><p>Bitcoin is not something you scalp between Fed meetings.</p><p>If you&#39;re trying to trade this, you&#39;re in the wrong sport. Bitcoin is not something you scalp between Fed meetings. It&#39;s something you buy in a size you can live with and plan to hold for 10 to 20 years.</p><p>You buy it as one tool in a portfolio where every asset does a different job. Income-producing assets pay you while you sleep. Equities with rapidly growing dividends outrun inflation. Cash is your optionality. Warren Buffett sits on a mountain of it so that, when this expensive market finally trips, he has dry powder.</p><p>Bitcoin is none of those.</p><p>In my portfolio, bitcoin is the moonshot sleeve. It doesn&#39;t pay income. It doesn&#39;t replace cash. It doesn&#39;t send you a dividend check.</p><p>What it does is give you exposure to the possibility that, 20 years from now, nonsovereign digital money is as normal as smartphones and that the original, hardest-to-kill version still commands a premium.</p><h2 id=\"id_677906615\">10% of your portfolio is still the number. Here&#39;s how to use it.</h2><p>I&#39;ve argued that up to 10% of your investable assets in bitcoin is reasonable if you understand what you&#39;re buying and can tolerate big drawdowns. I haven&#39;t changed that view because bitcoin is sluggish and social media has gotten gloomy.</p><p>Here&#39;s how I translate that into action: If you believe the long-term story and your allocation is well below your ceiling, dollar-cost averaging in this range is defensible. You&#39;re buying while the old guard hands you the keys.</p><p>If you&#39;re at zero, don&#39;t sprint to 10% tomorrow. Start with a toehold. Live with it for a few quarters. This is not &#34;all in or bust.&#34; This is portfolio construction.</p><h2 id=\"id_3281787337\">I&#39;m buying more. Here&#39;s why.</h2><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth.</p><p>For the record, yes, I bought more bitcoin. Not because I know where the bottom is - I don&#39;t - but because my time horizon is 20 years, not 20 days.</p><p>I&#39;ve put small amounts of bitcoin into accounts for my three grandchildren, ages 6 months, 2 and 4. If bitcoin is worth a fraction of what I think it could be 20 years from now, they&#39;ll have a meaningful head start, a little slice of generational wealth created by an asset that their grandpa refused to trade like a meme stock. If I&#39;m wrong, their lives won&#39;t be ruined. It&#39;s a sleeve, not the whole portfolio.</p><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth. It may drift lower as the early adopters finish their silent IPO. It may frustrate you before it rewards you. But if you believe bitcoin survives and matures, your job is not to guess the next $10,000 move.</p><p>Your job is to decide what role it plays, how much you can afford to put there and whether you&#39;re willing to hold it long enough for your grandchildren to decide whether you were a genius or an idiot.</p><p>My bet is they&#39;ll thank me.</p><p>Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He holds positions in bitcoin and gold.</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>Bitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.</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\">\nBitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.\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\">2025-11-18 21:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&amp;P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has topped $4,000 an ounce. Artificial-intelligence stocks are priced as if AI has already replaced half of us.</p><p>And bitcoin? Down more than 20% from its peak. Stuck in a range. The financial equivalent of watching paint dry on a prison wall.</p><p>So what went wrong? Did the Great Digital Future get canceled?</p><p>No. Something much less dramatic and far more familiar is happening: Bitcoin is going through the same thing <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Google and others experienced after they went public. It&#39;s having an IPO moment.</p><p>It&#39;s just changing hands from the people who got rich to the people who want to.</p><h2 id=\"id_171393440\">When bitcoin stopped dancing with the Nasdaq</h2><p>For years, bitcoin behaved like a tech stock that had downed a triple espresso. When the Nasdaq went up, bitcoin went up more. When big tech sold off, bitcoin fell off a cliff.</p><p>That pattern broke in late 2024. Since then, the Nasdaq has climbed, the S&amp;P 500 is near its highs, gold has gone parabolic - classic risk-on behavior.</p><p>And bitcoin? It isn&#39;t collapsing. It just refuses to join the party.</p><p>When an asset is strong enough not to crash but too heavy to rally with everything else, that&#39;s usually not a macro problem. It&#39;s a shareholder problem. In stocks, this is what you see after an IPO when insiders are finally allowed to sell.</p><h2 id=\"id_3998844672\">The &#39;silent IPO&#39;: Bitcoin&#39;s early holders are finally cashing out. Relax.</h2><p>A company goes public. Big first day. Feel-good headlines. But the early investors can&#39;t sell right away. They&#39;re locked up for months. When that lockup ends, they don&#39;t dump it all on a Tuesday. They distribute slowly into strength.</p><p>For instance, Amazon (AMZN) IPO&#39;d in 1997 at $18, hit $100 within three years, then consolidated for two years despite the internet exploding. Shares of Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, then Google, went sideways for almost two years after the 2004 IPO. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), then Facebook, after its IPO in 2012? Same pattern when the lockups expired.</p><p>Here&#39;s what matters: that these shareholders sell because they finally can - not because they think the business is doomed. The stock trades sideways while that overhang clears, even as the company keeps growing.</p><p>Bitcoin, of course, never had a formal IPO, but the same economics apply. The &#34;founders and VCs&#34; here are the miners and early buyers who picked up bitcoin at $10, $100, $1,000 - and held on while the rest of us called them lunatics.</p><p>Now we have SEC-approved bitcoin exchange-traded funds, Wall Street desks, institutional custody, even sovereign funds lurking. For the first time in bitcoin&#39;s history, you can quietly move billions without knocking the price off the table.</p><p>And that&#39;s exactly what&#39;s happening. For example, <a href=\"https://laohu8.com/S/GLXY\">Galaxy Digital</a> recently disclosed moving $9 billion in bitcoin for a single client, one of the original holders methodically exiting. Blockchain data from Glassnode show coins that have been dormant since 2010-13 moving for the first time - not in panic but in &#34;persistent, staggered distribution.&#34;</p><p>What we&#39;re seeing now is like a silent IPO: early, oversized holders distributing to a much broader base of buyers who came in through ETFs, brokerages and corporate treasuries.</p><p>Don&#39;t believe me? Look at <a href=\"https://laohu8.com/S/CRCL\">Circle</a> (CRCL) and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV) - both IPO&#39;d in 2025, both popped early, both consolidating now despite strong markets. Same pattern. Different asset class.</p><h2 id=\"id_2146072666\">Scared money vs. rich people taking chips off the table</h2><p>In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich.</p><p>If you have a vague PTSD flashback to bitcoin&#39;s &#34;crypto winter,&#34; let&#39;s be clear. In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich. Those are not the same thing.</p><p>In 2022, major exchanges failed, frauds were exposed and people sold because they thought bitcoin might go to zero. There was no deep institutional bid. The price collapsed 70% and more because faith and liquidity evaporated.</p><p>This time, bitcoin ETFs are live and functioning. Advisers, pensions and family offices can push a button and buy. Network fundamentals are near all-time highs. The sellers are winners taking profits at prices of $90,000-plus, not losers puking at the bottom.</p><h2 id=\"id_3840140171\">When do the crypto &#39;whales&#39; stop selling?</h2><p>In stock markets, these overhangs usually run six to 18 months after lockups end. Bitcoin&#39;s &#34;lockup&#34; effectively ended when it broke above $100,000 and ETFs proved they could absorb huge blocks without chaos. That was late last year. If you buy the analogy, we&#39;re probably eight to 10 months into the process.</p><p>Could bitcoin go lower? Of course. But if your time horizon is 20 years, the difference between buying at $100,000 and buying at $80,000 matters more to your cocktail-party stories than to your grandchildren&#39;s net worth.</p><h2 id=\"id_3725022975\">Bitcoin isn&#39;t a trade. It&#39;s a time machine.</h2><p>Bitcoin is not something you scalp between Fed meetings.</p><p>If you&#39;re trying to trade this, you&#39;re in the wrong sport. Bitcoin is not something you scalp between Fed meetings. It&#39;s something you buy in a size you can live with and plan to hold for 10 to 20 years.</p><p>You buy it as one tool in a portfolio where every asset does a different job. Income-producing assets pay you while you sleep. Equities with rapidly growing dividends outrun inflation. Cash is your optionality. Warren Buffett sits on a mountain of it so that, when this expensive market finally trips, he has dry powder.</p><p>Bitcoin is none of those.</p><p>In my portfolio, bitcoin is the moonshot sleeve. It doesn&#39;t pay income. It doesn&#39;t replace cash. It doesn&#39;t send you a dividend check.</p><p>What it does is give you exposure to the possibility that, 20 years from now, nonsovereign digital money is as normal as smartphones and that the original, hardest-to-kill version still commands a premium.</p><h2 id=\"id_677906615\">10% of your portfolio is still the number. Here&#39;s how to use it.</h2><p>I&#39;ve argued that up to 10% of your investable assets in bitcoin is reasonable if you understand what you&#39;re buying and can tolerate big drawdowns. I haven&#39;t changed that view because bitcoin is sluggish and social media has gotten gloomy.</p><p>Here&#39;s how I translate that into action: If you believe the long-term story and your allocation is well below your ceiling, dollar-cost averaging in this range is defensible. You&#39;re buying while the old guard hands you the keys.</p><p>If you&#39;re at zero, don&#39;t sprint to 10% tomorrow. Start with a toehold. Live with it for a few quarters. This is not &#34;all in or bust.&#34; This is portfolio construction.</p><h2 id=\"id_3281787337\">I&#39;m buying more. Here&#39;s why.</h2><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth.</p><p>For the record, yes, I bought more bitcoin. Not because I know where the bottom is - I don&#39;t - but because my time horizon is 20 years, not 20 days.</p><p>I&#39;ve put small amounts of bitcoin into accounts for my three grandchildren, ages 6 months, 2 and 4. If bitcoin is worth a fraction of what I think it could be 20 years from now, they&#39;ll have a meaningful head start, a little slice of generational wealth created by an asset that their grandpa refused to trade like a meme stock. If I&#39;m wrong, their lives won&#39;t be ruined. It&#39;s a sleeve, not the whole portfolio.</p><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth. It may drift lower as the early adopters finish their silent IPO. It may frustrate you before it rewards you. But if you believe bitcoin survives and matures, your job is not to guess the next $10,000 move.</p><p>Your job is to decide what role it plays, how much you can afford to put there and whether you&#39;re willing to hold it long enough for your grandchildren to decide whether you were a genius or an idiot.</p><p>My bet is they&#39;ll thank me.</p><p>Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He holds positions in bitcoin and gold.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","BLSH":"Bullish","CRCL":"Circle Internet Corp.","CLSK":"CleanSpark, Inc.","STSS":"Sharps Technology","GEMI":"Gemini Space Station Inc","BTBT":"Bit Digital, Inc.","IREN":"IREN Ltd","NA":"纳比特","EBON":"亿邦国际","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","ETHZ":"ETHZilla Corporation","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","DEFT":"DEFI TECHNOLOGIES INC NEW","SOS":"SOS Limited","BTM":"Bitcoin Depot Inc.","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","RIOT":"Riot Platforms","BTCS":"BTCS Inc.","LU0072462426.USD":"贝莱德全球配置 A2","ASST":"Strive","HUT":"Hut 8 Mining Corp","FIGR":"Figure Technology Solutions","TRON":"Tron Inc.","NCTY":"第九城市","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BTCT":"BTC Digital","CIFR":"Cipher Mining Inc.","SQNS":"Sequans Communications","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","COIN":"Coinbase Global, Inc.","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","CAN":"嘉楠科技","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","DFDV":"DeFi Dev","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BKKT":"Bakkt Holdings, Inc.","BITF":"Bitfarms Ltd.","MSTR":"Strategy","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","ORBS":"Eightco Holdings Inc.","ABTC":"American Bitcoin","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","ALTS":"PROSHARES MORNINGSTAR ALTERNATIVES SOLUTION ETF","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","SBET":"SharpLink Gaming","HOOD":"Robinhood","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BNC":"CEA Industries Inc.","BK4023":"应用软件","ETHM":"Dynamix Corporation","WULF":"TeraWulf Inc.","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","MARA":"MARA Holdings","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","UPXI":"Upexi, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584930541","content_text":"If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has topped $4,000 an ounce. Artificial-intelligence stocks are priced as if AI has already replaced half of us.And bitcoin? Down more than 20% from its peak. Stuck in a range. The financial equivalent of watching paint dry on a prison wall.So what went wrong? Did the Great Digital Future get canceled?No. Something much less dramatic and far more familiar is happening: Bitcoin is going through the same thing Amazon.com, Google and others experienced after they went public. It's having an IPO moment.It's just changing hands from the people who got rich to the people who want to.When bitcoin stopped dancing with the NasdaqFor years, bitcoin behaved like a tech stock that had downed a triple espresso. When the Nasdaq went up, bitcoin went up more. When big tech sold off, bitcoin fell off a cliff.That pattern broke in late 2024. Since then, the Nasdaq has climbed, the S&P 500 is near its highs, gold has gone parabolic - classic risk-on behavior.And bitcoin? It isn't collapsing. It just refuses to join the party.When an asset is strong enough not to crash but too heavy to rally with everything else, that's usually not a macro problem. It's a shareholder problem. In stocks, this is what you see after an IPO when insiders are finally allowed to sell.The 'silent IPO': Bitcoin's early holders are finally cashing out. Relax.A company goes public. Big first day. Feel-good headlines. But the early investors can't sell right away. They're locked up for months. When that lockup ends, they don't dump it all on a Tuesday. They distribute slowly into strength.For instance, Amazon (AMZN) IPO'd in 1997 at $18, hit $100 within three years, then consolidated for two years despite the internet exploding. Shares of Alphabet $(GOOGL)$ $(GOOG)$, then Google, went sideways for almost two years after the 2004 IPO. Meta Platforms (META), then Facebook, after its IPO in 2012? Same pattern when the lockups expired.Here's what matters: that these shareholders sell because they finally can - not because they think the business is doomed. The stock trades sideways while that overhang clears, even as the company keeps growing.Bitcoin, of course, never had a formal IPO, but the same economics apply. The \"founders and VCs\" here are the miners and early buyers who picked up bitcoin at $10, $100, $1,000 - and held on while the rest of us called them lunatics.Now we have SEC-approved bitcoin exchange-traded funds, Wall Street desks, institutional custody, even sovereign funds lurking. For the first time in bitcoin's history, you can quietly move billions without knocking the price off the table.And that's exactly what's happening. For example, Galaxy Digital recently disclosed moving $9 billion in bitcoin for a single client, one of the original holders methodically exiting. Blockchain data from Glassnode show coins that have been dormant since 2010-13 moving for the first time - not in panic but in \"persistent, staggered distribution.\"What we're seeing now is like a silent IPO: early, oversized holders distributing to a much broader base of buyers who came in through ETFs, brokerages and corporate treasuries.Don't believe me? Look at Circle (CRCL) and CoreWeave (CRWV) - both IPO'd in 2025, both popped early, both consolidating now despite strong markets. Same pattern. Different asset class.Scared money vs. rich people taking chips off the tableIn 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they're rich.If you have a vague PTSD flashback to bitcoin's \"crypto winter,\" let's be clear. In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they're rich. Those are not the same thing.In 2022, major exchanges failed, frauds were exposed and people sold because they thought bitcoin might go to zero. There was no deep institutional bid. The price collapsed 70% and more because faith and liquidity evaporated.This time, bitcoin ETFs are live and functioning. Advisers, pensions and family offices can push a button and buy. Network fundamentals are near all-time highs. The sellers are winners taking profits at prices of $90,000-plus, not losers puking at the bottom.When do the crypto 'whales' stop selling?In stock markets, these overhangs usually run six to 18 months after lockups end. Bitcoin's \"lockup\" effectively ended when it broke above $100,000 and ETFs proved they could absorb huge blocks without chaos. That was late last year. If you buy the analogy, we're probably eight to 10 months into the process.Could bitcoin go lower? Of course. But if your time horizon is 20 years, the difference between buying at $100,000 and buying at $80,000 matters more to your cocktail-party stories than to your grandchildren's net worth.Bitcoin isn't a trade. It's a time machine.Bitcoin is not something you scalp between Fed meetings.If you're trying to trade this, you're in the wrong sport. Bitcoin is not something you scalp between Fed meetings. It's something you buy in a size you can live with and plan to hold for 10 to 20 years.You buy it as one tool in a portfolio where every asset does a different job. Income-producing assets pay you while you sleep. Equities with rapidly growing dividends outrun inflation. Cash is your optionality. Warren Buffett sits on a mountain of it so that, when this expensive market finally trips, he has dry powder.Bitcoin is none of those.In my portfolio, bitcoin is the moonshot sleeve. It doesn't pay income. It doesn't replace cash. It doesn't send you a dividend check.What it does is give you exposure to the possibility that, 20 years from now, nonsovereign digital money is as normal as smartphones and that the original, hardest-to-kill version still commands a premium.10% of your portfolio is still the number. Here's how to use it.I've argued that up to 10% of your investable assets in bitcoin is reasonable if you understand what you're buying and can tolerate big drawdowns. I haven't changed that view because bitcoin is sluggish and social media has gotten gloomy.Here's how I translate that into action: If you believe the long-term story and your allocation is well below your ceiling, dollar-cost averaging in this range is defensible. You're buying while the old guard hands you the keys.If you're at zero, don't sprint to 10% tomorrow. Start with a toehold. Live with it for a few quarters. This is not \"all in or bust.\" This is portfolio construction.I'm buying more. Here's why.Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth.For the record, yes, I bought more bitcoin. Not because I know where the bottom is - I don't - but because my time horizon is 20 years, not 20 days.I've put small amounts of bitcoin into accounts for my three grandchildren, ages 6 months, 2 and 4. If bitcoin is worth a fraction of what I think it could be 20 years from now, they'll have a meaningful head start, a little slice of generational wealth created by an asset that their grandpa refused to trade like a meme stock. If I'm wrong, their lives won't be ruined. It's a sleeve, not the whole portfolio.Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth. It may drift lower as the early adopters finish their silent IPO. It may frustrate you before it rewards you. But if you believe bitcoin survives and matures, your job is not to guess the next $10,000 move.Your job is to decide what role it plays, how much you can afford to put there and whether you're willing to hold it long enough for your grandchildren to decide whether you were a genius or an idiot.My bet is they'll thank me.Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He holds positions in bitcoin and gold.","news_type":1,"symbols_score_info":{"MSTR":2,"CIFR":2,"ETHM":2,"ABTC":2,"BKKT":2,"BTM":2,"BLSH":2,"GEMI":2,"SOS":2,"MARA":2,"TRON":2,"BNC":2,"BTBT":2,"UPXI":2,"WULF":2,"SQNS":2,"IREN":2,"ASST":2,"NCTY":2,"ALTS":2,"CRCL":2,"DFDV":2,"BITF":2,"ETHZ":2,"COIN":2,"RIOT":2,"BMNR":2,"BTCS":2,"CLSK":2,"CEP":2,"CAN":2,"HUT":2,"BTCT":2,"FIGR":2,"ORBS":2,"SBET":2,"DEFT":2,"NA":2,"HOOD":2,"STSS":2,"EBON":2}},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363889923043400,"gmtCreate":1729850634986,"gmtModify":1729852827323,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575955497642650","authorIdStr":"3575955497642650"},"themes":[],"htmlText":"That's what I've been asking myself for years now.&nbsp;","listText":"That's what I've been asking myself for years now.&nbsp;","text":"That's what I've been asking myself for years now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363889923043400","repostId":"1112081319","repostType":2,"repost":{"id":"1112081319","kind":"news","pubTimestamp":1729849200,"share":"https://ttm.financial/m/news/1112081319?lang=en_US&edition=fundamental","pubTime":"2024-10-25 17:40","market":"hk","language":"en","title":"Can Nio Stock Jump 2x?","url":"https://stock-news.laohu8.com/highlight/detail?id=1112081319","media":"Forbes","summary":"As a","content":"<div>\n<p>Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has seen a strong rally in recent weeks, rising by about 45% since late August, roughly in line with its peers Xpeng (NYSE:XPEV) and Li Auto ...</p>\n\n<a href=\"https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/\">Source Link</a>\n\n</div>\n","source":"fors","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>Can Nio Stock Jump 2x?</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; 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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\">\nCan Nio Stock Jump 2x?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has seen a strong rally in recent weeks, rising by about 45% since late August, roughly in line with its peers Xpeng (NYSE:XPEV) and Li Auto ...</p>\n\n<a href=\"https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112081319","content_text":"Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has seen a strong rally in recent weeks, rising by about 45% since late August, roughly in line with its peers Xpeng (NYSE:XPEV) and Li Auto (NASDAQ:LI). While broader market factors, such as the Chinese government’s recent monetary stimulus measures, have played a role in the recent rally, several factors specific to Nio have also contributed. We believe the stock could have meaningful upside, potentially rising 2x from current levels (closer to home here is EV king Tesla's Earnings Surprise).Key trends working in Nio’s favorNio reported a relatively strong performance for September, with deliveries rising 35% year-over-year to 21,181 units. Although this growth was behind rivals like Xpeng, which delivered 21,352 vehicles (up 39.5% year-on-year), and Li Auto, which led with 53,709 deliveries, Nio has maintained a relatively consistent track record this year. The company has posted five consecutive months of over 20,000 vehicle deliveries, showing steady demand despite mounting competition.Another key development for Nio has been the introduction of its more affordable sub-brand, Onvo, which began deliveries in September with 832 units sold. The Onvo L60, priced between RMB 200,000 ($28,000) and RMB 300,000 ($42,000), is expected to drive higher sales in the mass market as production scales up. Nio is also preparing to launch another brand called Firefly by the end of the year. Firefly’s first model, which will be a mix of small and compact SUV designs, will likely target even lower price points, expanding Nio’s presence further downmarket. The Chinese EV market continues to offer considerable growth opportunities. In September 2024, new energy vehicle (NEV) sales reached a record 1.3 million units, accounting for 46% of the 2.81 million vehicles sold in the country. This indicates a strong market for EVs, and with Nio’s premium lineup and more value-oriented brands like Onvo and Firefly, the company is well-positioned to address a larger market.Despite facing pricing pressure from competitors like Tesla and Li Auto, which have been cutting prices, Nio’s margins have remained quite resilient. In Q2 2024, vehicle gross profit margins improved to 12.2%, up from 9.2% in Q1 and 6.2% in Q2 2023. This improvement was driven by higher delivery volumes and easing supply chain challenges, despite a 10% drop in average selling prices. Nio’s total revenue almost doubled year-over-year to $2.4 billion during the previous quarter, while net losses narrowed to $0.30 per share from $0.45 per share a year ago.NIO Stock has had a poor run over recent yearsNotably, NIO stock has performed worse than the broader market in each of the last three years. Returns for the stock were -35% in 2021, -69% in 2022, and -7% in 2023. In contrast, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, is less volatile. And it has outperformed the S&P 500 each year over the same period.Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride as evident in HQ Portfolio performance metrics. Given the current uncertain macroeconomic environment around rate cuts and multiple wars, could NIO face a similar situation as it did in 2021, 2022, and 2023 and underperform the S&P over the next 12 months – or will it see a recovery?But Nio’s valuation is attractiveThe stock trades at about $5 per share, about 1x consensus 2024 revenues, which is not expensive considering that revenues are projected to grow by over 20% this year and by over 35% next year. In comparison, Tesla trades at about 7x forward revenue, despite the fact the revenues are likely to remain almost flat this year. If Nio investors value that stock a bit more generously, at about 2x forward earnings, led by its stronger growth and improving margins, the stock could see a considerable upside.","news_type":1,"symbols_score_info":{"NIO":1.1,"09866":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355425957155144,"gmtCreate":1727776000545,"gmtModify":1727777365593,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575955497642650","authorIdStr":"3575955497642650"},"themes":[],"htmlText":"Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.&nbsp;","listText":"Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.&nbsp;","text":"Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355425957155144","repostId":"2472344222","repostType":2,"repost":{"id":"2472344222","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":1727775660,"share":"https://ttm.financial/m/news/2472344222?lang=en_US&edition=fundamental","pubTime":"2024-10-01 17:41","market":"other","language":"en","title":"Tesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2472344222","media":"Dow Jones","summary":"Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla.Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles.Li stock was up 8.4% in overseas trading shortly after the results were released.However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year.NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts  were ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root and Elsa Ohlen \n</p>\n<p>\n  Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla. \n</p>\n<p>\n     Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles. \n</p>\n<p>\n     Li stock was up 8.4% in overseas trading shortly after the results were released. \n</p>\n<p>\n     However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year. \n</p>\n<p>\n     NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts (ADRs) were up 6% in premarket trading at $7.08 while S&amp;P 500 and Dow Jones Industrial Average futures were down 0.1% and 0.2%, respectively. \n</p>\n<p>\n     XPeng delivered 21,352 vehicles. For the quarter, it delivered about 43,500 cars -- a year-over-year increase of 16% and within its guidance range given in August of 41,000 to 45,000 vehicles. \n</p>\n<p>\n     XPeng's U.S.-listed ADRs were up 3.4% in premarket trading. \n</p>\n<p>\n     Combined, the trio delivered 90,701 cars -- the best combined month ever and up from 66,831 vehicles delivered in September 2023. \n</p>\n<p>\n     Delivery growth is one thing investors want to see. Through September, the trio has delivered some 586,000 EVs, up about 35% year over year. \n</p>\n<p>\n     Stiffer EV competition, however, has meant lower pricing and challenged profitability, things that have weighed on investor sentiment. Coming into Tuesday trading, shares of Li, NIO, and XPeng weare down an average of about 25% so far this year. That decline comes despite shares rising an average of 50% over the past month. \n</p>\n<p>\n     Chinese EV stocks, along with many other Chinese shares, reacted positively to news that the government was undertaking new measures, such as interest-rate reductions, to stimulate the economy. \n</p>\n<p>\n     Investors hope stimulus leads to faster EV sales growth down the road. \n</p>\n<p>\n     Tesla generates about one third of its sales in China, the largest market for new EVs. Its shares were rising a modest 0.2% in early premarket trading at $262.16. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com and Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 01, 2024 05:41 ET (09:41 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Tesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com</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\">\nTesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com\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\">2024-10-01 17:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root and Elsa Ohlen \n</p>\n<p>\n  Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla. \n</p>\n<p>\n     Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles. \n</p>\n<p>\n     Li stock was up 8.4% in overseas trading shortly after the results were released. \n</p>\n<p>\n     However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year. \n</p>\n<p>\n     NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts (ADRs) were up 6% in premarket trading at $7.08 while S&amp;P 500 and Dow Jones Industrial Average futures were down 0.1% and 0.2%, respectively. \n</p>\n<p>\n     XPeng delivered 21,352 vehicles. For the quarter, it delivered about 43,500 cars -- a year-over-year increase of 16% and within its guidance range given in August of 41,000 to 45,000 vehicles. \n</p>\n<p>\n     XPeng's U.S.-listed ADRs were up 3.4% in premarket trading. \n</p>\n<p>\n     Combined, the trio delivered 90,701 cars -- the best combined month ever and up from 66,831 vehicles delivered in September 2023. \n</p>\n<p>\n     Delivery growth is one thing investors want to see. Through September, the trio has delivered some 586,000 EVs, up about 35% year over year. \n</p>\n<p>\n     Stiffer EV competition, however, has meant lower pricing and challenged profitability, things that have weighed on investor sentiment. Coming into Tuesday trading, shares of Li, NIO, and XPeng weare down an average of about 25% so far this year. That decline comes despite shares rising an average of 50% over the past month. \n</p>\n<p>\n     Chinese EV stocks, along with many other Chinese shares, reacted positively to news that the government was undertaking new measures, such as interest-rate reductions, to stimulate the economy. \n</p>\n<p>\n     Investors hope stimulus leads to faster EV sales growth down the road. \n</p>\n<p>\n     Tesla generates about one third of its sales in China, the largest market for new EVs. Its shares were rising a modest 0.2% in early premarket trading at $262.16. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com and Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 01, 2024 05:41 ET (09:41 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4551":"寇图资本持仓","NIO.SI":"蔚来","XPEV":"小鹏汽车","NIO":"蔚来","POST":"Post Holdings","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LI":"理想汽车","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4212":"包装食品与肉类","TSLL":"2倍做多TSLA 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":"2472344222","content_text":"Al Root and Elsa Ohlen \n\n\n  Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla. \n\n\n     Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles. \n\n\n     Li stock was up 8.4% in overseas trading shortly after the results were released. \n\n\n     However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year. \n\n\n     NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts (ADRs) were up 6% in premarket trading at $7.08 while S&P 500 and Dow Jones Industrial Average futures were down 0.1% and 0.2%, respectively. \n\n\n     XPeng delivered 21,352 vehicles. For the quarter, it delivered about 43,500 cars -- a year-over-year increase of 16% and within its guidance range given in August of 41,000 to 45,000 vehicles. \n\n\n     XPeng's U.S.-listed ADRs were up 3.4% in premarket trading. \n\n\n     Combined, the trio delivered 90,701 cars -- the best combined month ever and up from 66,831 vehicles delivered in September 2023. \n\n\n     Delivery growth is one thing investors want to see. Through September, the trio has delivered some 586,000 EVs, up about 35% year over year. \n\n\n     Stiffer EV competition, however, has meant lower pricing and challenged profitability, things that have weighed on investor sentiment. Coming into Tuesday trading, shares of Li, NIO, and XPeng weare down an average of about 25% so far this year. That decline comes despite shares rising an average of 50% over the past month. \n\n\n     Chinese EV stocks, along with many other Chinese shares, reacted positively to news that the government was undertaking new measures, such as interest-rate reductions, to stimulate the economy. \n\n\n     Investors hope stimulus leads to faster EV sales growth down the road. \n\n\n     Tesla generates about one third of its sales in China, the largest market for new EVs. Its shares were rising a modest 0.2% in early premarket trading at $262.16. \n\n\n     Write to Al Root at allen.root@dowjones.com and Elsa Ohlen at elsa.ohlen@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 01, 2024 05:41 ET (09:41 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NIO.SI":1,"TSLA":0.7,"XPEV":0.9,"LI":0.9,"NIO":0.9,"TSLL":1,"EVS.SI":0.6,"POST":1}},"isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209771999056096,"gmtCreate":1692253870731,"gmtModify":1692254868938,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575955497642650","authorIdStr":"3575955497642650"},"themes":[],"htmlText":"Good timing&nbsp;[Tongue]&nbsp;","listText":"Good timing&nbsp;[Tongue]&nbsp;","text":"Good timing [Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209771999056096","repostId":"2360470351","repostType":2,"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202096170836208,"gmtCreate":1690373467197,"gmtModify":1690376117531,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575955497642650","authorIdStr":"3575955497642650"},"themes":[],"htmlText":"When will $NIO be $20 again?&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"When will $NIO be $20 again?&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"When will $NIO be $20 again? @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/202096170836208","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the current data, it is difficult to predict when NIO will reach $20 again. However, the target price estimates from 27 analysts range from $6.7 to $20.0, with a mean estimate of $11.24446 for NIO Inc. and from HKD 50.0 to HKD 107.1, with a mean estimate of HKD 80.04267 for NIO-SW. Additionally, 21 out of 31 analysts recommend either buying or holding the stocks. It is important to keep monitoring the stock trend analysis, fund flow analysis, and valuation rating to make better investment decisions. Reference articles： Don’t Read Too Much Into the Latest NIO Stock News NIO Stock Is Flying! Is $20 Back on the Radar? Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet Should Investors Buy NIO Shares at $10? NIO’s Unlikely Ally: How Tesla Could Turn the Tables for NIO Stock","text":"Based on the current data, it is difficult to predict when NIO will reach $20 again. However, the target price estimates from 27 analysts range from $6.7 to $20.0, with a mean estimate of $11.24446 for NIO Inc. and from HKD 50.0 to HKD 107.1, with a mean estimate of HKD 80.04267 for NIO-SW. Additionally, 21 out of 31 analysts recommend either buying or holding the stocks. It is important to keep monitoring the stock trend analysis, fund flow analysis, and valuation rating to make better investment decisions. Reference articles： Don’t Read Too Much Into the Latest NIO Stock News NIO Stock Is Flying! Is $20 Back on the Radar? Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet Should Investors Buy NIO Shares at $10? NIO’s Unlikely Ally: How Tesla Could Turn the Tables for NIO Stock","html":"Based on the current data, it is difficult to predict when NIO will reach $20 again. However, the target price estimates from 27 analysts range from $6.7 to $20.0, with a mean estimate of $11.24446 for NIO Inc. and from HKD 50.0 to HKD 107.1, with a mean estimate of HKD 80.04267 for NIO-SW. Additionally, 21 out of 31 analysts recommend either buying or holding the stocks. It is important to keep monitoring the stock trend analysis, fund flow analysis, and valuation rating to make better investment decisions. Reference articles： Don’t Read Too Much Into the Latest NIO Stock News NIO Stock Is Flying! Is $20 Back on the Radar? Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet Should Investors Buy NIO Shares at $10? NIO’s Unlikely Ally: How Tesla Could Turn the Tables for NIO Stock"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":501732787213104,"gmtCreate":1763502896235,"gmtModify":1763502900894,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575955497642650","idStr":"3575955497642650"},"themes":[],"title":"","htmlText":"One of the best articles I've read lately. Crypto is simply changing hands.","listText":"One of the best articles I've read lately. Crypto is simply changing hands.","text":"One of the best articles I've read lately. Crypto is simply changing hands.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501732787213104","repostId":"2584930541","repostType":2,"repost":{"id":"2584930541","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":1763472867,"share":"https://ttm.financial/m/news/2584930541?lang=en_US&edition=fundamental","pubTime":"2025-11-18 21:34","market":"hk","language":"en","title":"Bitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.","url":"https://stock-news.laohu8.com/highlight/detail?id=2584930541","media":"Dow Jones","summary":"If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has...","content":"<html><head></head><body><p>If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&amp;P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has topped $4,000 an ounce. Artificial-intelligence stocks are priced as if AI has already replaced half of us.</p><p>And bitcoin? Down more than 20% from its peak. Stuck in a range. The financial equivalent of watching paint dry on a prison wall.</p><p>So what went wrong? Did the Great Digital Future get canceled?</p><p>No. Something much less dramatic and far more familiar is happening: Bitcoin is going through the same thing <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Google and others experienced after they went public. It&#39;s having an IPO moment.</p><p>It&#39;s just changing hands from the people who got rich to the people who want to.</p><h2 id=\"id_171393440\">When bitcoin stopped dancing with the Nasdaq</h2><p>For years, bitcoin behaved like a tech stock that had downed a triple espresso. When the Nasdaq went up, bitcoin went up more. When big tech sold off, bitcoin fell off a cliff.</p><p>That pattern broke in late 2024. Since then, the Nasdaq has climbed, the S&amp;P 500 is near its highs, gold has gone parabolic - classic risk-on behavior.</p><p>And bitcoin? It isn&#39;t collapsing. It just refuses to join the party.</p><p>When an asset is strong enough not to crash but too heavy to rally with everything else, that&#39;s usually not a macro problem. It&#39;s a shareholder problem. In stocks, this is what you see after an IPO when insiders are finally allowed to sell.</p><h2 id=\"id_3998844672\">The &#39;silent IPO&#39;: Bitcoin&#39;s early holders are finally cashing out. Relax.</h2><p>A company goes public. Big first day. Feel-good headlines. But the early investors can&#39;t sell right away. They&#39;re locked up for months. When that lockup ends, they don&#39;t dump it all on a Tuesday. They distribute slowly into strength.</p><p>For instance, Amazon (AMZN) IPO&#39;d in 1997 at $18, hit $100 within three years, then consolidated for two years despite the internet exploding. Shares of Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, then Google, went sideways for almost two years after the 2004 IPO. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), then Facebook, after its IPO in 2012? Same pattern when the lockups expired.</p><p>Here&#39;s what matters: that these shareholders sell because they finally can - not because they think the business is doomed. The stock trades sideways while that overhang clears, even as the company keeps growing.</p><p>Bitcoin, of course, never had a formal IPO, but the same economics apply. The &#34;founders and VCs&#34; here are the miners and early buyers who picked up bitcoin at $10, $100, $1,000 - and held on while the rest of us called them lunatics.</p><p>Now we have SEC-approved bitcoin exchange-traded funds, Wall Street desks, institutional custody, even sovereign funds lurking. For the first time in bitcoin&#39;s history, you can quietly move billions without knocking the price off the table.</p><p>And that&#39;s exactly what&#39;s happening. For example, <a href=\"https://laohu8.com/S/GLXY\">Galaxy Digital</a> recently disclosed moving $9 billion in bitcoin for a single client, one of the original holders methodically exiting. Blockchain data from Glassnode show coins that have been dormant since 2010-13 moving for the first time - not in panic but in &#34;persistent, staggered distribution.&#34;</p><p>What we&#39;re seeing now is like a silent IPO: early, oversized holders distributing to a much broader base of buyers who came in through ETFs, brokerages and corporate treasuries.</p><p>Don&#39;t believe me? Look at <a href=\"https://laohu8.com/S/CRCL\">Circle</a> (CRCL) and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV) - both IPO&#39;d in 2025, both popped early, both consolidating now despite strong markets. Same pattern. Different asset class.</p><h2 id=\"id_2146072666\">Scared money vs. rich people taking chips off the table</h2><p>In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich.</p><p>If you have a vague PTSD flashback to bitcoin&#39;s &#34;crypto winter,&#34; let&#39;s be clear. In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich. Those are not the same thing.</p><p>In 2022, major exchanges failed, frauds were exposed and people sold because they thought bitcoin might go to zero. There was no deep institutional bid. The price collapsed 70% and more because faith and liquidity evaporated.</p><p>This time, bitcoin ETFs are live and functioning. Advisers, pensions and family offices can push a button and buy. Network fundamentals are near all-time highs. The sellers are winners taking profits at prices of $90,000-plus, not losers puking at the bottom.</p><h2 id=\"id_3840140171\">When do the crypto &#39;whales&#39; stop selling?</h2><p>In stock markets, these overhangs usually run six to 18 months after lockups end. Bitcoin&#39;s &#34;lockup&#34; effectively ended when it broke above $100,000 and ETFs proved they could absorb huge blocks without chaos. That was late last year. If you buy the analogy, we&#39;re probably eight to 10 months into the process.</p><p>Could bitcoin go lower? Of course. But if your time horizon is 20 years, the difference between buying at $100,000 and buying at $80,000 matters more to your cocktail-party stories than to your grandchildren&#39;s net worth.</p><h2 id=\"id_3725022975\">Bitcoin isn&#39;t a trade. It&#39;s a time machine.</h2><p>Bitcoin is not something you scalp between Fed meetings.</p><p>If you&#39;re trying to trade this, you&#39;re in the wrong sport. Bitcoin is not something you scalp between Fed meetings. It&#39;s something you buy in a size you can live with and plan to hold for 10 to 20 years.</p><p>You buy it as one tool in a portfolio where every asset does a different job. Income-producing assets pay you while you sleep. Equities with rapidly growing dividends outrun inflation. Cash is your optionality. Warren Buffett sits on a mountain of it so that, when this expensive market finally trips, he has dry powder.</p><p>Bitcoin is none of those.</p><p>In my portfolio, bitcoin is the moonshot sleeve. It doesn&#39;t pay income. It doesn&#39;t replace cash. It doesn&#39;t send you a dividend check.</p><p>What it does is give you exposure to the possibility that, 20 years from now, nonsovereign digital money is as normal as smartphones and that the original, hardest-to-kill version still commands a premium.</p><h2 id=\"id_677906615\">10% of your portfolio is still the number. Here&#39;s how to use it.</h2><p>I&#39;ve argued that up to 10% of your investable assets in bitcoin is reasonable if you understand what you&#39;re buying and can tolerate big drawdowns. I haven&#39;t changed that view because bitcoin is sluggish and social media has gotten gloomy.</p><p>Here&#39;s how I translate that into action: If you believe the long-term story and your allocation is well below your ceiling, dollar-cost averaging in this range is defensible. You&#39;re buying while the old guard hands you the keys.</p><p>If you&#39;re at zero, don&#39;t sprint to 10% tomorrow. Start with a toehold. Live with it for a few quarters. This is not &#34;all in or bust.&#34; This is portfolio construction.</p><h2 id=\"id_3281787337\">I&#39;m buying more. Here&#39;s why.</h2><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth.</p><p>For the record, yes, I bought more bitcoin. Not because I know where the bottom is - I don&#39;t - but because my time horizon is 20 years, not 20 days.</p><p>I&#39;ve put small amounts of bitcoin into accounts for my three grandchildren, ages 6 months, 2 and 4. If bitcoin is worth a fraction of what I think it could be 20 years from now, they&#39;ll have a meaningful head start, a little slice of generational wealth created by an asset that their grandpa refused to trade like a meme stock. If I&#39;m wrong, their lives won&#39;t be ruined. It&#39;s a sleeve, not the whole portfolio.</p><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth. It may drift lower as the early adopters finish their silent IPO. It may frustrate you before it rewards you. But if you believe bitcoin survives and matures, your job is not to guess the next $10,000 move.</p><p>Your job is to decide what role it plays, how much you can afford to put there and whether you&#39;re willing to hold it long enough for your grandchildren to decide whether you were a genius or an idiot.</p><p>My bet is they&#39;ll thank me.</p><p>Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He holds positions in bitcoin and gold.</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>Bitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.</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\">\nBitcoin Isn't Dead - It's Having An IPO Moment. Here's When The Selling Will Stop.\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\">2025-11-18 21:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&amp;P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has topped $4,000 an ounce. Artificial-intelligence stocks are priced as if AI has already replaced half of us.</p><p>And bitcoin? Down more than 20% from its peak. Stuck in a range. The financial equivalent of watching paint dry on a prison wall.</p><p>So what went wrong? Did the Great Digital Future get canceled?</p><p>No. Something much less dramatic and far more familiar is happening: Bitcoin is going through the same thing <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Google and others experienced after they went public. It&#39;s having an IPO moment.</p><p>It&#39;s just changing hands from the people who got rich to the people who want to.</p><h2 id=\"id_171393440\">When bitcoin stopped dancing with the Nasdaq</h2><p>For years, bitcoin behaved like a tech stock that had downed a triple espresso. When the Nasdaq went up, bitcoin went up more. When big tech sold off, bitcoin fell off a cliff.</p><p>That pattern broke in late 2024. Since then, the Nasdaq has climbed, the S&amp;P 500 is near its highs, gold has gone parabolic - classic risk-on behavior.</p><p>And bitcoin? It isn&#39;t collapsing. It just refuses to join the party.</p><p>When an asset is strong enough not to crash but too heavy to rally with everything else, that&#39;s usually not a macro problem. It&#39;s a shareholder problem. In stocks, this is what you see after an IPO when insiders are finally allowed to sell.</p><h2 id=\"id_3998844672\">The &#39;silent IPO&#39;: Bitcoin&#39;s early holders are finally cashing out. Relax.</h2><p>A company goes public. Big first day. Feel-good headlines. But the early investors can&#39;t sell right away. They&#39;re locked up for months. When that lockup ends, they don&#39;t dump it all on a Tuesday. They distribute slowly into strength.</p><p>For instance, Amazon (AMZN) IPO&#39;d in 1997 at $18, hit $100 within three years, then consolidated for two years despite the internet exploding. Shares of Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, then Google, went sideways for almost two years after the 2004 IPO. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), then Facebook, after its IPO in 2012? Same pattern when the lockups expired.</p><p>Here&#39;s what matters: that these shareholders sell because they finally can - not because they think the business is doomed. The stock trades sideways while that overhang clears, even as the company keeps growing.</p><p>Bitcoin, of course, never had a formal IPO, but the same economics apply. The &#34;founders and VCs&#34; here are the miners and early buyers who picked up bitcoin at $10, $100, $1,000 - and held on while the rest of us called them lunatics.</p><p>Now we have SEC-approved bitcoin exchange-traded funds, Wall Street desks, institutional custody, even sovereign funds lurking. For the first time in bitcoin&#39;s history, you can quietly move billions without knocking the price off the table.</p><p>And that&#39;s exactly what&#39;s happening. For example, <a href=\"https://laohu8.com/S/GLXY\">Galaxy Digital</a> recently disclosed moving $9 billion in bitcoin for a single client, one of the original holders methodically exiting. Blockchain data from Glassnode show coins that have been dormant since 2010-13 moving for the first time - not in panic but in &#34;persistent, staggered distribution.&#34;</p><p>What we&#39;re seeing now is like a silent IPO: early, oversized holders distributing to a much broader base of buyers who came in through ETFs, brokerages and corporate treasuries.</p><p>Don&#39;t believe me? Look at <a href=\"https://laohu8.com/S/CRCL\">Circle</a> (CRCL) and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV) - both IPO&#39;d in 2025, both popped early, both consolidating now despite strong markets. Same pattern. Different asset class.</p><h2 id=\"id_2146072666\">Scared money vs. rich people taking chips off the table</h2><p>In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich.</p><p>If you have a vague PTSD flashback to bitcoin&#39;s &#34;crypto winter,&#34; let&#39;s be clear. In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they&#39;re rich. Those are not the same thing.</p><p>In 2022, major exchanges failed, frauds were exposed and people sold because they thought bitcoin might go to zero. There was no deep institutional bid. The price collapsed 70% and more because faith and liquidity evaporated.</p><p>This time, bitcoin ETFs are live and functioning. Advisers, pensions and family offices can push a button and buy. Network fundamentals are near all-time highs. The sellers are winners taking profits at prices of $90,000-plus, not losers puking at the bottom.</p><h2 id=\"id_3840140171\">When do the crypto &#39;whales&#39; stop selling?</h2><p>In stock markets, these overhangs usually run six to 18 months after lockups end. Bitcoin&#39;s &#34;lockup&#34; effectively ended when it broke above $100,000 and ETFs proved they could absorb huge blocks without chaos. That was late last year. If you buy the analogy, we&#39;re probably eight to 10 months into the process.</p><p>Could bitcoin go lower? Of course. But if your time horizon is 20 years, the difference between buying at $100,000 and buying at $80,000 matters more to your cocktail-party stories than to your grandchildren&#39;s net worth.</p><h2 id=\"id_3725022975\">Bitcoin isn&#39;t a trade. It&#39;s a time machine.</h2><p>Bitcoin is not something you scalp between Fed meetings.</p><p>If you&#39;re trying to trade this, you&#39;re in the wrong sport. Bitcoin is not something you scalp between Fed meetings. It&#39;s something you buy in a size you can live with and plan to hold for 10 to 20 years.</p><p>You buy it as one tool in a portfolio where every asset does a different job. Income-producing assets pay you while you sleep. Equities with rapidly growing dividends outrun inflation. Cash is your optionality. Warren Buffett sits on a mountain of it so that, when this expensive market finally trips, he has dry powder.</p><p>Bitcoin is none of those.</p><p>In my portfolio, bitcoin is the moonshot sleeve. It doesn&#39;t pay income. It doesn&#39;t replace cash. It doesn&#39;t send you a dividend check.</p><p>What it does is give you exposure to the possibility that, 20 years from now, nonsovereign digital money is as normal as smartphones and that the original, hardest-to-kill version still commands a premium.</p><h2 id=\"id_677906615\">10% of your portfolio is still the number. Here&#39;s how to use it.</h2><p>I&#39;ve argued that up to 10% of your investable assets in bitcoin is reasonable if you understand what you&#39;re buying and can tolerate big drawdowns. I haven&#39;t changed that view because bitcoin is sluggish and social media has gotten gloomy.</p><p>Here&#39;s how I translate that into action: If you believe the long-term story and your allocation is well below your ceiling, dollar-cost averaging in this range is defensible. You&#39;re buying while the old guard hands you the keys.</p><p>If you&#39;re at zero, don&#39;t sprint to 10% tomorrow. Start with a toehold. Live with it for a few quarters. This is not &#34;all in or bust.&#34; This is portfolio construction.</p><h2 id=\"id_3281787337\">I&#39;m buying more. Here&#39;s why.</h2><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth.</p><p>For the record, yes, I bought more bitcoin. Not because I know where the bottom is - I don&#39;t - but because my time horizon is 20 years, not 20 days.</p><p>I&#39;ve put small amounts of bitcoin into accounts for my three grandchildren, ages 6 months, 2 and 4. If bitcoin is worth a fraction of what I think it could be 20 years from now, they&#39;ll have a meaningful head start, a little slice of generational wealth created by an asset that their grandpa refused to trade like a meme stock. If I&#39;m wrong, their lives won&#39;t be ruined. It&#39;s a sleeve, not the whole portfolio.</p><p>Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth. It may drift lower as the early adopters finish their silent IPO. It may frustrate you before it rewards you. But if you believe bitcoin survives and matures, your job is not to guess the next $10,000 move.</p><p>Your job is to decide what role it plays, how much you can afford to put there and whether you&#39;re willing to hold it long enough for your grandchildren to decide whether you were a genius or an idiot.</p><p>My bet is they&#39;ll thank me.</p><p>Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He holds positions in bitcoin and gold.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","BLSH":"Bullish","CRCL":"Circle Internet Corp.","CLSK":"CleanSpark, Inc.","STSS":"Sharps Technology","GEMI":"Gemini Space Station Inc","BTBT":"Bit Digital, Inc.","IREN":"IREN Ltd","NA":"纳比特","EBON":"亿邦国际","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","ETHZ":"ETHZilla Corporation","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","DEFT":"DEFI TECHNOLOGIES INC NEW","SOS":"SOS Limited","BTM":"Bitcoin Depot Inc.","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","RIOT":"Riot Platforms","BTCS":"BTCS Inc.","LU0072462426.USD":"贝莱德全球配置 A2","ASST":"Strive","HUT":"Hut 8 Mining Corp","FIGR":"Figure Technology Solutions","TRON":"Tron Inc.","NCTY":"第九城市","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BTCT":"BTC Digital","CIFR":"Cipher Mining Inc.","SQNS":"Sequans Communications","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","COIN":"Coinbase Global, Inc.","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","CAN":"嘉楠科技","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","DFDV":"DeFi Dev","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BKKT":"Bakkt Holdings, Inc.","BITF":"Bitfarms Ltd.","MSTR":"Strategy","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","ORBS":"Eightco Holdings Inc.","ABTC":"American Bitcoin","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","ALTS":"PROSHARES MORNINGSTAR ALTERNATIVES SOLUTION ETF","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","SBET":"SharpLink Gaming","HOOD":"Robinhood","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BNC":"CEA Industries Inc.","BK4023":"应用软件","ETHM":"Dynamix Corporation","WULF":"TeraWulf Inc.","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","MARA":"MARA Holdings","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","UPXI":"Upexi, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584930541","content_text":"If you own bitcoin (BTCUSD) right now, you probably feel like the sober guy at a frat party. The S&P 500 SPX has been flirting with all-time highs. The Nasdaq COMP has been on a tear. Gold (GC00) has topped $4,000 an ounce. Artificial-intelligence stocks are priced as if AI has already replaced half of us.And bitcoin? Down more than 20% from its peak. Stuck in a range. The financial equivalent of watching paint dry on a prison wall.So what went wrong? Did the Great Digital Future get canceled?No. Something much less dramatic and far more familiar is happening: Bitcoin is going through the same thing Amazon.com, Google and others experienced after they went public. It's having an IPO moment.It's just changing hands from the people who got rich to the people who want to.When bitcoin stopped dancing with the NasdaqFor years, bitcoin behaved like a tech stock that had downed a triple espresso. When the Nasdaq went up, bitcoin went up more. When big tech sold off, bitcoin fell off a cliff.That pattern broke in late 2024. Since then, the Nasdaq has climbed, the S&P 500 is near its highs, gold has gone parabolic - classic risk-on behavior.And bitcoin? It isn't collapsing. It just refuses to join the party.When an asset is strong enough not to crash but too heavy to rally with everything else, that's usually not a macro problem. It's a shareholder problem. In stocks, this is what you see after an IPO when insiders are finally allowed to sell.The 'silent IPO': Bitcoin's early holders are finally cashing out. Relax.A company goes public. Big first day. Feel-good headlines. But the early investors can't sell right away. They're locked up for months. When that lockup ends, they don't dump it all on a Tuesday. They distribute slowly into strength.For instance, Amazon (AMZN) IPO'd in 1997 at $18, hit $100 within three years, then consolidated for two years despite the internet exploding. Shares of Alphabet $(GOOGL)$ $(GOOG)$, then Google, went sideways for almost two years after the 2004 IPO. Meta Platforms (META), then Facebook, after its IPO in 2012? Same pattern when the lockups expired.Here's what matters: that these shareholders sell because they finally can - not because they think the business is doomed. The stock trades sideways while that overhang clears, even as the company keeps growing.Bitcoin, of course, never had a formal IPO, but the same economics apply. The \"founders and VCs\" here are the miners and early buyers who picked up bitcoin at $10, $100, $1,000 - and held on while the rest of us called them lunatics.Now we have SEC-approved bitcoin exchange-traded funds, Wall Street desks, institutional custody, even sovereign funds lurking. For the first time in bitcoin's history, you can quietly move billions without knocking the price off the table.And that's exactly what's happening. For example, Galaxy Digital recently disclosed moving $9 billion in bitcoin for a single client, one of the original holders methodically exiting. Blockchain data from Glassnode show coins that have been dormant since 2010-13 moving for the first time - not in panic but in \"persistent, staggered distribution.\"What we're seeing now is like a silent IPO: early, oversized holders distributing to a much broader base of buyers who came in through ETFs, brokerages and corporate treasuries.Don't believe me? Look at Circle (CRCL) and CoreWeave (CRWV) - both IPO'd in 2025, both popped early, both consolidating now despite strong markets. Same pattern. Different asset class.Scared money vs. rich people taking chips off the tableIn 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they're rich.If you have a vague PTSD flashback to bitcoin's \"crypto winter,\" let's be clear. In 2022, people sold crypto because they were scared and broke. In 2025, people are selling because they're rich. Those are not the same thing.In 2022, major exchanges failed, frauds were exposed and people sold because they thought bitcoin might go to zero. There was no deep institutional bid. The price collapsed 70% and more because faith and liquidity evaporated.This time, bitcoin ETFs are live and functioning. Advisers, pensions and family offices can push a button and buy. Network fundamentals are near all-time highs. The sellers are winners taking profits at prices of $90,000-plus, not losers puking at the bottom.When do the crypto 'whales' stop selling?In stock markets, these overhangs usually run six to 18 months after lockups end. Bitcoin's \"lockup\" effectively ended when it broke above $100,000 and ETFs proved they could absorb huge blocks without chaos. That was late last year. If you buy the analogy, we're probably eight to 10 months into the process.Could bitcoin go lower? Of course. But if your time horizon is 20 years, the difference between buying at $100,000 and buying at $80,000 matters more to your cocktail-party stories than to your grandchildren's net worth.Bitcoin isn't a trade. It's a time machine.Bitcoin is not something you scalp between Fed meetings.If you're trying to trade this, you're in the wrong sport. Bitcoin is not something you scalp between Fed meetings. It's something you buy in a size you can live with and plan to hold for 10 to 20 years.You buy it as one tool in a portfolio where every asset does a different job. Income-producing assets pay you while you sleep. Equities with rapidly growing dividends outrun inflation. Cash is your optionality. Warren Buffett sits on a mountain of it so that, when this expensive market finally trips, he has dry powder.Bitcoin is none of those.In my portfolio, bitcoin is the moonshot sleeve. It doesn't pay income. It doesn't replace cash. It doesn't send you a dividend check.What it does is give you exposure to the possibility that, 20 years from now, nonsovereign digital money is as normal as smartphones and that the original, hardest-to-kill version still commands a premium.10% of your portfolio is still the number. Here's how to use it.I've argued that up to 10% of your investable assets in bitcoin is reasonable if you understand what you're buying and can tolerate big drawdowns. I haven't changed that view because bitcoin is sluggish and social media has gotten gloomy.Here's how I translate that into action: If you believe the long-term story and your allocation is well below your ceiling, dollar-cost averaging in this range is defensible. You're buying while the old guard hands you the keys.If you're at zero, don't sprint to 10% tomorrow. Start with a toehold. Live with it for a few quarters. This is not \"all in or bust.\" This is portfolio construction.I'm buying more. Here's why.Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth.For the record, yes, I bought more bitcoin. Not because I know where the bottom is - I don't - but because my time horizon is 20 years, not 20 days.I've put small amounts of bitcoin into accounts for my three grandchildren, ages 6 months, 2 and 4. If bitcoin is worth a fraction of what I think it could be 20 years from now, they'll have a meaningful head start, a little slice of generational wealth created by an asset that their grandpa refused to trade like a meme stock. If I'm wrong, their lives won't be ruined. It's a sleeve, not the whole portfolio.Bitcoin is a terrible day trade and an excellent 20-year hold for a specific slice of your net worth. It may drift lower as the early adopters finish their silent IPO. It may frustrate you before it rewards you. But if you believe bitcoin survives and matures, your job is not to guess the next $10,000 move.Your job is to decide what role it plays, how much you can afford to put there and whether you're willing to hold it long enough for your grandchildren to decide whether you were a genius or an idiot.My bet is they'll thank me.Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He holds positions in bitcoin and gold.","news_type":1,"symbols_score_info":{"MSTR":2,"CIFR":2,"ETHM":2,"ABTC":2,"BKKT":2,"BTM":2,"BLSH":2,"GEMI":2,"SOS":2,"MARA":2,"TRON":2,"BNC":2,"BTBT":2,"UPXI":2,"WULF":2,"SQNS":2,"IREN":2,"ASST":2,"NCTY":2,"ALTS":2,"CRCL":2,"DFDV":2,"BITF":2,"ETHZ":2,"COIN":2,"RIOT":2,"BMNR":2,"BTCS":2,"CLSK":2,"CEP":2,"CAN":2,"HUT":2,"BTCT":2,"FIGR":2,"ORBS":2,"SBET":2,"DEFT":2,"NA":2,"HOOD":2,"STSS":2,"EBON":2}},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363889923043400,"gmtCreate":1729850634986,"gmtModify":1729852827323,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575955497642650","idStr":"3575955497642650"},"themes":[],"htmlText":"That's what I've been asking myself for years now.&nbsp;","listText":"That's what I've been asking myself for years now.&nbsp;","text":"That's what I've been asking myself for years now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363889923043400","repostId":"1112081319","repostType":2,"repost":{"id":"1112081319","kind":"news","pubTimestamp":1729849200,"share":"https://ttm.financial/m/news/1112081319?lang=en_US&edition=fundamental","pubTime":"2024-10-25 17:40","market":"hk","language":"en","title":"Can Nio Stock Jump 2x?","url":"https://stock-news.laohu8.com/highlight/detail?id=1112081319","media":"Forbes","summary":"As a","content":"<div>\n<p>Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has seen a strong rally in recent weeks, rising by about 45% since late August, roughly in line with its peers Xpeng (NYSE:XPEV) and Li Auto ...</p>\n\n<a href=\"https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/\">Source Link</a>\n\n</div>\n","source":"fors","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>Can Nio Stock Jump 2x?</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; 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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\">\nCan Nio Stock Jump 2x?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has seen a strong rally in recent weeks, rising by about 45% since late August, roughly in line with its peers Xpeng (NYSE:XPEV) and Li Auto ...</p>\n\n<a href=\"https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.forbes.com/sites/greatspeculations/2024/10/23/will-nio-stocks-rally-continue/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112081319","content_text":"Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has seen a strong rally in recent weeks, rising by about 45% since late August, roughly in line with its peers Xpeng (NYSE:XPEV) and Li Auto (NASDAQ:LI). While broader market factors, such as the Chinese government’s recent monetary stimulus measures, have played a role in the recent rally, several factors specific to Nio have also contributed. We believe the stock could have meaningful upside, potentially rising 2x from current levels (closer to home here is EV king Tesla's Earnings Surprise).Key trends working in Nio’s favorNio reported a relatively strong performance for September, with deliveries rising 35% year-over-year to 21,181 units. Although this growth was behind rivals like Xpeng, which delivered 21,352 vehicles (up 39.5% year-on-year), and Li Auto, which led with 53,709 deliveries, Nio has maintained a relatively consistent track record this year. The company has posted five consecutive months of over 20,000 vehicle deliveries, showing steady demand despite mounting competition.Another key development for Nio has been the introduction of its more affordable sub-brand, Onvo, which began deliveries in September with 832 units sold. The Onvo L60, priced between RMB 200,000 ($28,000) and RMB 300,000 ($42,000), is expected to drive higher sales in the mass market as production scales up. Nio is also preparing to launch another brand called Firefly by the end of the year. Firefly’s first model, which will be a mix of small and compact SUV designs, will likely target even lower price points, expanding Nio’s presence further downmarket. The Chinese EV market continues to offer considerable growth opportunities. In September 2024, new energy vehicle (NEV) sales reached a record 1.3 million units, accounting for 46% of the 2.81 million vehicles sold in the country. This indicates a strong market for EVs, and with Nio’s premium lineup and more value-oriented brands like Onvo and Firefly, the company is well-positioned to address a larger market.Despite facing pricing pressure from competitors like Tesla and Li Auto, which have been cutting prices, Nio’s margins have remained quite resilient. In Q2 2024, vehicle gross profit margins improved to 12.2%, up from 9.2% in Q1 and 6.2% in Q2 2023. This improvement was driven by higher delivery volumes and easing supply chain challenges, despite a 10% drop in average selling prices. Nio’s total revenue almost doubled year-over-year to $2.4 billion during the previous quarter, while net losses narrowed to $0.30 per share from $0.45 per share a year ago.NIO Stock has had a poor run over recent yearsNotably, NIO stock has performed worse than the broader market in each of the last three years. Returns for the stock were -35% in 2021, -69% in 2022, and -7% in 2023. In contrast, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, is less volatile. And it has outperformed the S&P 500 each year over the same period.Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride as evident in HQ Portfolio performance metrics. Given the current uncertain macroeconomic environment around rate cuts and multiple wars, could NIO face a similar situation as it did in 2021, 2022, and 2023 and underperform the S&P over the next 12 months – or will it see a recovery?But Nio’s valuation is attractiveThe stock trades at about $5 per share, about 1x consensus 2024 revenues, which is not expensive considering that revenues are projected to grow by over 20% this year and by over 35% next year. In comparison, Tesla trades at about 7x forward revenue, despite the fact the revenues are likely to remain almost flat this year. If Nio investors value that stock a bit more generously, at about 2x forward earnings, led by its stronger growth and improving margins, the stock could see a considerable upside.","news_type":1,"symbols_score_info":{"NIO":1.1,"09866":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202096170836208,"gmtCreate":1690373467197,"gmtModify":1690376117531,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575955497642650","idStr":"3575955497642650"},"themes":[],"htmlText":"When will $NIO be $20 again?&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"When will $NIO be $20 again?&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"When will $NIO be $20 again? @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/202096170836208","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"4141429963588842"},"content":"Based on the current data, it is difficult to predict when NIO will reach $20 again. However, the target price estimates from 27 analysts range from $6.7 to $20.0, with a mean estimate of $11.24446 for NIO Inc. and from HKD 50.0 to HKD 107.1, with a mean estimate of HKD 80.04267 for NIO-SW. Additionally, 21 out of 31 analysts recommend either buying or holding the stocks. It is important to keep monitoring the stock trend analysis, fund flow analysis, and valuation rating to make better investment decisions. Reference articles： Don’t Read Too Much Into the Latest NIO Stock News NIO Stock Is Flying! Is $20 Back on the Radar? Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet Should Investors Buy NIO Shares at $10? NIO’s Unlikely Ally: How Tesla Could Turn the Tables for NIO Stock","text":"Based on the current data, it is difficult to predict when NIO will reach $20 again. However, the target price estimates from 27 analysts range from $6.7 to $20.0, with a mean estimate of $11.24446 for NIO Inc. and from HKD 50.0 to HKD 107.1, with a mean estimate of HKD 80.04267 for NIO-SW. Additionally, 21 out of 31 analysts recommend either buying or holding the stocks. It is important to keep monitoring the stock trend analysis, fund flow analysis, and valuation rating to make better investment decisions. Reference articles： Don’t Read Too Much Into the Latest NIO Stock News NIO Stock Is Flying! Is $20 Back on the Radar? Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet Should Investors Buy NIO Shares at $10? NIO’s Unlikely Ally: How Tesla Could Turn the Tables for NIO Stock","html":"Based on the current data, it is difficult to predict when NIO will reach $20 again. However, the target price estimates from 27 analysts range from $6.7 to $20.0, with a mean estimate of $11.24446 for NIO Inc. and from HKD 50.0 to HKD 107.1, with a mean estimate of HKD 80.04267 for NIO-SW. Additionally, 21 out of 31 analysts recommend either buying or holding the stocks. It is important to keep monitoring the stock trend analysis, fund flow analysis, and valuation rating to make better investment decisions. Reference articles： Don’t Read Too Much Into the Latest NIO Stock News NIO Stock Is Flying! Is $20 Back on the Radar? Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet Should Investors Buy NIO Shares at $10? NIO’s Unlikely Ally: How Tesla Could Turn the Tables for NIO Stock"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209771999056096,"gmtCreate":1692253870731,"gmtModify":1692254868938,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575955497642650","idStr":"3575955497642650"},"themes":[],"htmlText":"Good timing&nbsp;[Tongue]&nbsp;","listText":"Good timing&nbsp;[Tongue]&nbsp;","text":"Good timing [Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209771999056096","repostId":"2360470351","repostType":2,"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355425957155144,"gmtCreate":1727776000545,"gmtModify":1727777365593,"author":{"id":"3575955497642650","authorId":"3575955497642650","name":"Lionas","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575955497642650","idStr":"3575955497642650"},"themes":[],"htmlText":"Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.&nbsp;","listText":"Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.&nbsp;","text":"Someone please tell this guy NIO actually delivered 21,181 cars last month. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355425957155144","repostId":"2472344222","repostType":2,"repost":{"id":"2472344222","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":1727775660,"share":"https://ttm.financial/m/news/2472344222?lang=en_US&edition=fundamental","pubTime":"2024-10-01 17:41","market":"other","language":"en","title":"Tesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2472344222","media":"Dow Jones","summary":"Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla.Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles.Li stock was up 8.4% in overseas trading shortly after the results were released.However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year.NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts  were ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root and Elsa Ohlen \n</p>\n<p>\n  Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla. \n</p>\n<p>\n     Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles. \n</p>\n<p>\n     Li stock was up 8.4% in overseas trading shortly after the results were released. \n</p>\n<p>\n     However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year. \n</p>\n<p>\n     NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts (ADRs) were up 6% in premarket trading at $7.08 while S&amp;P 500 and Dow Jones Industrial Average futures were down 0.1% and 0.2%, respectively. \n</p>\n<p>\n     XPeng delivered 21,352 vehicles. For the quarter, it delivered about 43,500 cars -- a year-over-year increase of 16% and within its guidance range given in August of 41,000 to 45,000 vehicles. \n</p>\n<p>\n     XPeng's U.S.-listed ADRs were up 3.4% in premarket trading. \n</p>\n<p>\n     Combined, the trio delivered 90,701 cars -- the best combined month ever and up from 66,831 vehicles delivered in September 2023. \n</p>\n<p>\n     Delivery growth is one thing investors want to see. Through September, the trio has delivered some 586,000 EVs, up about 35% year over year. \n</p>\n<p>\n     Stiffer EV competition, however, has meant lower pricing and challenged profitability, things that have weighed on investor sentiment. Coming into Tuesday trading, shares of Li, NIO, and XPeng weare down an average of about 25% so far this year. That decline comes despite shares rising an average of 50% over the past month. \n</p>\n<p>\n     Chinese EV stocks, along with many other Chinese shares, reacted positively to news that the government was undertaking new measures, such as interest-rate reductions, to stimulate the economy. \n</p>\n<p>\n     Investors hope stimulus leads to faster EV sales growth down the road. \n</p>\n<p>\n     Tesla generates about one third of its sales in China, the largest market for new EVs. Its shares were rising a modest 0.2% in early premarket trading at $262.16. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com and Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 01, 2024 05:41 ET (09:41 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Tesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com</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\">\nTesla Rivals NIO, Li Auto, XPeng Post Record Deliveries. It's a Welcome Boost for the Struggling EV Sector. -- Barrons.com\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\">2024-10-01 17:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root and Elsa Ohlen \n</p>\n<p>\n  Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla. \n</p>\n<p>\n     Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles. \n</p>\n<p>\n     Li stock was up 8.4% in overseas trading shortly after the results were released. \n</p>\n<p>\n     However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year. \n</p>\n<p>\n     NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts (ADRs) were up 6% in premarket trading at $7.08 while S&amp;P 500 and Dow Jones Industrial Average futures were down 0.1% and 0.2%, respectively. \n</p>\n<p>\n     XPeng delivered 21,352 vehicles. For the quarter, it delivered about 43,500 cars -- a year-over-year increase of 16% and within its guidance range given in August of 41,000 to 45,000 vehicles. \n</p>\n<p>\n     XPeng's U.S.-listed ADRs were up 3.4% in premarket trading. \n</p>\n<p>\n     Combined, the trio delivered 90,701 cars -- the best combined month ever and up from 66,831 vehicles delivered in September 2023. \n</p>\n<p>\n     Delivery growth is one thing investors want to see. Through September, the trio has delivered some 586,000 EVs, up about 35% year over year. \n</p>\n<p>\n     Stiffer EV competition, however, has meant lower pricing and challenged profitability, things that have weighed on investor sentiment. Coming into Tuesday trading, shares of Li, NIO, and XPeng weare down an average of about 25% so far this year. That decline comes despite shares rising an average of 50% over the past month. \n</p>\n<p>\n     Chinese EV stocks, along with many other Chinese shares, reacted positively to news that the government was undertaking new measures, such as interest-rate reductions, to stimulate the economy. \n</p>\n<p>\n     Investors hope stimulus leads to faster EV sales growth down the road. \n</p>\n<p>\n     Tesla generates about one third of its sales in China, the largest market for new EVs. Its shares were rising a modest 0.2% in early premarket trading at $262.16. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com and Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 01, 2024 05:41 ET (09:41 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4551":"寇图资本持仓","NIO.SI":"蔚来","XPEV":"小鹏汽车","NIO":"蔚来","POST":"Post Holdings","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LI":"理想汽车","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4212":"包装食品与肉类","TSLL":"2倍做多TSLA 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":"2472344222","content_text":"Al Root and Elsa Ohlen \n\n\n  Deliveries from key Chinese electric vehicle makers were solid. That's good for all EV makers, including Tesla. \n\n\n     Li reported its delivery figures first, late Monday night in the U.S. It delivered 53,708 vehicles in September, up from 36,060 delivered in September 2023. For the quarter, Li delivered almost 153,000 vehicles, up about 45% year over year, and at the high end of its guidance range given in August of 145,000 to 155,000 vehicles. \n\n\n     Li stock was up 8.4% in overseas trading shortly after the results were released. \n\n\n     However, it was not all good news coming from China's EV makers. NIO delivered 15,641 vehicles in September, it said early Tuesday. That means for the third quarter it delivered about 55,000 cars, which is below its guidance range given in September of 60,000 to 64,000 vehicles. Deliveries were still up 75% compared with the same quarter last year. \n\n\n     NIO's deliveries miss didn't seem to discourage investors, though. the company's U.S.-listed American depositary receipts (ADRs) were up 6% in premarket trading at $7.08 while S&P 500 and Dow Jones Industrial Average futures were down 0.1% and 0.2%, respectively. \n\n\n     XPeng delivered 21,352 vehicles. For the quarter, it delivered about 43,500 cars -- a year-over-year increase of 16% and within its guidance range given in August of 41,000 to 45,000 vehicles. \n\n\n     XPeng's U.S.-listed ADRs were up 3.4% in premarket trading. \n\n\n     Combined, the trio delivered 90,701 cars -- the best combined month ever and up from 66,831 vehicles delivered in September 2023. \n\n\n     Delivery growth is one thing investors want to see. Through September, the trio has delivered some 586,000 EVs, up about 35% year over year. \n\n\n     Stiffer EV competition, however, has meant lower pricing and challenged profitability, things that have weighed on investor sentiment. Coming into Tuesday trading, shares of Li, NIO, and XPeng weare down an average of about 25% so far this year. That decline comes despite shares rising an average of 50% over the past month. \n\n\n     Chinese EV stocks, along with many other Chinese shares, reacted positively to news that the government was undertaking new measures, such as interest-rate reductions, to stimulate the economy. \n\n\n     Investors hope stimulus leads to faster EV sales growth down the road. \n\n\n     Tesla generates about one third of its sales in China, the largest market for new EVs. Its shares were rising a modest 0.2% in early premarket trading at $262.16. \n\n\n     Write to Al Root at allen.root@dowjones.com and Elsa Ohlen at elsa.ohlen@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 01, 2024 05:41 ET (09:41 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NIO.SI":1,"TSLA":0.7,"XPEV":0.9,"LI":0.9,"NIO":0.9,"TSLL":1,"EVS.SI":0.6,"POST":1}},"isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}