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Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global risk assets are entering a phase where multiple catalysts are aligning, driving a new wave of momentum in technology and growth stocks. Trump has revived his "tariff dividend" proposal (a $2000 check per person), the U.S. government shutdown crisis is nearing resolution (with fiscal spending expected to resume before December 11), and the probability of a Fed rate cut in December has surged to 95% (with markets even partially pricing in a 50-basis-point cut). Expectations of ample liquidity are rising across the board. U.S. tech stocks and high-beta growth names are positioned to benefit first. Themes such as AI infrastructure, retail brokers (supported by the convergence of crypto and U.S. stock trading), and digital-asset infrastructure are likely to lead the rally. The Nasdaq index is expected to see further upside in the near term, while select quality stocks offer notable rebound potential. As a globally leading Universal Exchange (UEX), Bitget has fully integrated tokenized stocks and futures products, bridging traditional finance with the wider digital-asset ecosystem. Through strategic partnerships with institutions such as Ondo Finance, Bitget Onchain now supports on-chain tokenized trading for more than 100 stocks and ETFs. Users can trade tokenized stocks—including NVDA, HOOD, TSLA, MSTR, COIN, META, and other popular names—directly in the spot market, and also access perpetual futures on individual stocks within Bitget's futures section.

Bitget·2025/12/12 09:06
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

This year's market has been driven primarily by the growth of DATs, ETFs, and stablecoins. Strong institutional inflows indicate that mainstream U.S. capital is now entering the crypto market. However, after the October 11 black swan event, the market underwent a significant correction due to deleveraging. Even so, several indicators now suggest that a bottom may be forming. Our recommended assets are BTC, ETH, SOL, XRP, and DOGE.

Bitget·2025/11/28 10:08
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global markets are experiencing multiple transformative catalysts supporting the recovery of risk assets. For instance, Trump has revived his proposal to distribute $2000 "tariff dividend" checks to every American using tariff revenues. While the plan faces hurdles such as congressional approval and inflationary concerns, it has already boosted consumer confidence and is expected to inject trillions of dollars in liquidity, benefitting high-growth technology sectors. Meanwhile, the U.S. government shutdown has reached a record 41 days. With the Senate having reached an agreement, it's expected to end on November 11—potentially triggering a renewed fiscal injection of tens of billions of dollars and a V-shaped rebound similar to past shutdown recoveries. Market expectations for a rate cut at the Federal Reserve's December FOMC meeting are also rising, with a 62.6% probability priced in for a 25-basis-point cut. Some Trump-backed officials even advocate for a 50-basis-point reduction, which would extend the easing cycle and further stimulate investment in crypto and AI infrastructure. Together, these factors may drive a 5–10% rebound in total crypto market capitalization, creating a window of opportunity for allocation to high-quality projects.

Bitget·2025/11/14 10:16
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

After the largest liquidation in history on October 11, market liquidity took a severe hit, with reports suggesting that many mid- and long-tail market makers suffered heavy losses. Consequently, it may take considerable time for liquidity conditions to normalize. The mass liquidation was primarily triggered by Trump's announcement of a 100% tariff hike on China, followed by a chain reaction from the USDe depegging incident. As a result, the market has likely entered oversold territory.

Bitget·2025/10/24 10:26
Flash
12:56
NVIDIA and South Korea's SK Group Expected to Announce Collaboration Plans on Monday
On June 7, NVIDIA and South Korea's SK Group are expected to announce their collaboration plans on Monday. A representative from the American chip company stated that the current tight supply of memory chips will continue for several years. A spokesperson for SK Hynix confirmed that Chairman Chey and NVIDIA CEO Jensen Huang are scheduled to present the collaboration plans to the media on Monday morning, corroborating earlier reports from South Korean media. Huang also mentioned that NVIDIA will release related information alongside SK Group on Monday. In an interview with reporters, he stated, "Our collaboration covers multiple areas, including artificial intelligence supercomputers, central processing units, new personal computers, and robotics technology. This meeting is to finalize the relevant plans, and specific details may be announced tomorrow." He did not disclose further details. Huang also pointed out that there are no signs of relief regarding the memory chip shortage. "The entire industry supply chain, from wafers, packaging to silicon photonics modules, is experiencing shortages, rooted in persistently high market demand. This tight situation will continue for several years."
12:14
Token Unlocks Next Week: HOME and ME Tokens Set to Unlock Over $40 Million
Token Unlocks data shows that next week will see the unlocking of several tokens, including: Aptos (APT) will unlock approximately 11.31 million tokens on June 12, valued at around $7.6 million; HOME (HOME) and Magic Eden (ME) will unlock approximately 750 million tokens and 172 million tokens on June 10, valued at approximately $40.2 million and $10.4 million respectively; HumidiFi (WET) will unlock approximately 256 million tokens on June 9, valued at around $14.5 million.
11:38
「Stock God」 Serenity: Price Increase Does Not Necessarily Create Value, Avoid Companies with 'Toxic' Financing Structures or Debt Overhang
BlockBeats News, June 7th, the "Stock God" Serenity posted on social media reminding investors to pay attention to corporate financing structure and outstanding share dynamics, stating that this is crucial for investment returns, and gave examples: IREN: The financing method involves significant dilution, with each rebound being sold off, essentially classified as a "bad stock." NBIS: The stock price has risen 153% since the beginning of the year, benefiting from an optimized financing structure (such as direct financing, convertible bond combination, etc.). CRWV: With soaring debt interest, the company has opted for high-interest loans for GPU financing, eroding free cash flow in the long term. Serenity pointed out that if the company has a strong fundamental background, one can consider buying after the original holdings have been diluted. However, for those focusing on equity appreciation, they should stay away from "toxic" financing structures or companies burdened with debt. Small-cap companies are at higher risk, with SLNH adding $500 million in ATM (at-the-market) offerings, while having a market cap of only $2.5 billion; BKKT keeps diluting stock for executive compensation. These companies are essentially shifting investor funds to the company, often concealed by public opinion or influencer hype. Serenity emphasized that investors must carefully analyze equity structure, dilution risk, and hidden costs when screening targets, to prevent merely looking at profits while ending up with reduced actual ownership.
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