NVDA
NVIDIA
-- 139.930 TSLA
Tesla
-- 454.130 RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 PLTR
Palantir
-- 82.140 
Focusing on the future, thinking of the end game.
Thank you all for your support on my last annual review post (2024 stock market review + 2025 outlook), today let's talk about cryptocurrency and future investment opportunities.
Recently, BTC has been consolidating, with a confirmed bottom at $93,000, first resistance at 0.1 million, second resistance at 10.6 to 0.108 million, expecting a new high in January after recent short-term fluctuations.
After BTC's mid-term rise from 50k to 100k, the market's expectations for BTC's sharp rise again have decreased significantly, and BTC-related concepts are no longer the market focus. However, this wave of pullback has basically bottomed out, medium-term hold positions, preferring significant benefits in the bull market. $Bitdeer Technologies (BTDR.US)$ ， $Coinbase (COIN.US)$ With BTC leverage $MicroStrategy (MSTR.US)$ Waiting for the opportunity brought by the bull market in BTC. Pure mining stocks have been lagging behind BTC in the past and in the future, not suitable for long-term holding, but can still be used for some short-term trading combined with the BTC market.
Apart from BTC-related concepts, where are the main opportunities in the current market?
Stocks are bought based on expectations and the future. Although we cannot predict the specific trends of the process and individual stocks during the period, it is worth imagining what the world will be like in 5 or 10 years from a future perspective. Which will be the most outstanding companies at that time? By reverse deduction in this cycle, identify the industries and companies that will benefit the most, and focus on investing in them. What scenes will we see in 10 years? Comments and discussions are welcome:
AGI has initially realized, deeply transforming various industries.Companies that embrace AGI deeply will crush competitors in terms of innovation, efficiency, costs, and profits; open-source small models will flourish everywhere, while closed-source large models will be monopolized by a few; AI computing power and data demand are still enormous, but computing power infrastructure will show an increasingly segmented trend, with hardware solutions tailored for different scenarios and even industries emerging.
Humans continue to explore the boundaries of technology, bringing about massive changes in life.With the support of AI, innovation will accelerate. Milestones have been achieved in interstellar travel, with humans successfully traveling to and from Mars; self-driving cars have become very common in some areas, greatly reducing travel and transportation costs, with low-altitude traffic also entering the trial phase; AI robots have become standard in middle-class and above households; the level of medical and pharmaceutical research has accelerated, solving the majority of physical ailments, although there are more mental health issues than before.
Humans continuously challenge themselves, break through limitations, and diversify development.A large amount of human physical labor and daily work is being replaced by AI & Siasun Robot&Automation (making couriers, delivery riders, and taxi drivers nervous); while some previously popular high-paying positions are experiencing mass unemployment (such as traders, programmers, and actuaries, who were driven by reason), possessing creativity and thinking differently has become the key to establishing oneself in society, where pursuing unconventional paths is the new norm.
Asset allocation is becoming more concentrated, with scarcity premium assets prices exceeding expectations.BTC has exceeded 500,000 USD per coin, replacing gold as the reserve asset for countries and companies; real estate further declined; a few countries, a few companies, and a few individuals have created the majority of global incremental economy.
Common ways for ordinary people to outperform the Large Cap in trends: BTC, high-quality/potential Technology stocks;
With research capabilities and information channels, select leading AI applications in vertical industries + transformative technology innovation enterprises;
If not available, allocating to BTC + leading Technology companies is also a good choice.
Wishing everyone a fruitful year 2025!
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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让子弹飞一会儿 : Thank you for sharing.