CryptoPainter
CryptoPainter
An old friend calls me a "painter", technical/data analysis and quantitative trading, providing various tricky angles to see the market, and using time to leverage. The real account is an agent account, a self-evolving strategy system is being tested, please do not copy!
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This idea is really quite interesting…
Currently, the only vulnerability in the entire AI narrative is actually exposed by Huang's map of Taiwan's industry…
People are always guessing what the black swan of this cycle will be, and I haven't seen any vulnerabilities either, but if you say Taiwan is an important node in the dependencies of the entire US stock AI narrative…
Then if the Taiwan Strait issue arises in the future, its destructive power will not be less than that of the Strait of Hormuz…
There is a Space tomorrow, and my view is that Apple should also get involved...
麦通MSX
🎙️ MSX Space by MaiTong｜June US Stock Market Test: AI, Interest Rates, and SpaceX—Who Will Rewrite the Trading Themes for the Second Half of the Year?
From Apple WWDC to FOMC, and then to SpaceX IPO, how should we view these?
⏳ 6/3 (Wednesday) 20:00｜UTC+8
🔥 What we'll discuss:
1) June's US stock market test, will the main themes change?
2) Nvidia keeps painting the picture, how far can AI still surge?
3) Apple WWDC, can Apple catch up on AI?
4) SpaceX and Anthropic IPOs, is a new asset narrative coming?
5) Inflation and interest rates, will they suppress tech stocks? Should we attack or defend in June, and how to build the watchlist?
👑 Organizer: @MSX_CN
🎤 Guest lineup:
Crypto_Painter @CryptoPainter
Wang Buai @wangbuai
DC Greater than C @DL_W59
Farmer Frank @Farm_Everything
🎙 Host:
MSX Jingbao @Jing_MSX
🔔 Reserve and listen:
#MaiTong #MSX #Macro #USStocks #OnChainUSStocksUseMaiTong #MSXUSStockKnowledgeUniversity #SpaceX #IPO #FOMC
Suddenly remembered, it seems like there was a crypto project related to US stocks in the last cycle...
Was it called Mirror?
The reason it didn't take off back then was that BTC and US stocks both entered a bear market, so this time the attention shifting to US stocks isn't due to a technical upgrade, it's purely because there's FOMO sentiment on the US stock side...
But if you look at the trend of US Treasury bonds, you'll find that actually BTC is honest, while US stocks are the ones resisting?
I think MicroStrategy's limitation on BTC's long-term upside is similar to the leading figure in the MEME coin market...
When you see a KOL enthusiastically promoting a MEME coin, and then check on-chain to find out they already hold 5% of the supply, would you trust their hype and buy in?
Existing funds in the crypto space might still buy, but the problem is that external market funds might not...
So when I see MicroStrategy selling, I actually think it's a good thing!
The narrative of BTC is deteriorating...
Today I discovered an interesting phenomenon: NVDA and BTC have had a very high correlation in price trends over the past 10 years, but after 2025, this correlation suddenly disappears and turns into a negative correlation...
Could it be that AI is harmful to BTC?
A similar negative correlation actually appeared in 2019 as well...
