無名先生

The S&P 500 relative to the US M2 money supply, is currently at a valuation level, that has reached the most expensive stage since the 2000 internet bubble. Market valuations are entering historically extreme territory. #SP500 #M2 #Stocks

I might have misjudged, but the S&P 500 looks like it has already broken through the ascending channel. This means: The "deep correction" many are waiting for might never return to the current price. The toughest phase in the market is: You keep waiting for a drop, but every pullback is higher than the last. If you are bullish in the long term, instead of trying to time the bottom, it's better to start dollar-cost averaging in batches. #SP500 #Investing #Stocks

🚨 $TROO (NASDAQ) — A market-overlooked AI + Fintech + RWA play. I've recently dug deep into $TROO's information. To be honest, this is quite different from the usual small-cap stocks I've seen before. Three points I believe the market has completely missed. 🧵👇 1️⃣ 42 people supporting 200,000 users, this data is abnormal Let's look at some numbers: 📊 Full-time employees: 42 📊 FinNet App registered users: 200,000+ 📊 Industry advisors: 3,000+ 📊 Financial institutions covered: 100+ Traditional financial intermediaries serving 200,000 people? Sales, auditing, customer service, risk control — at least hundreds of staff. TROO only has 42 people. Simply put, a large number of processes have been AI-powered + automated. More importantly — they are turning AI risk control and intelligent credit matching into SaaS + API offerings externally. They are not doing finance themselves but aiming to be the "AI underlying infrastructure" for other licensed institutions. This platform-based logic means the valuation ceiling is on a completely different scale from traditional financial companies. 2️⃣ Not just empty narratives, backed by real assets Many focus only on stock price fluctuations, but no one digs into what assets it actually holds. According to disclosures: ➖ Tsim Sha Tsui property ➖ Hong Kong Vision Lane property ➖ Giant Credit property ➖ 19-floor office building at Tsuen Wan Suns Tower Book assets total about $29.4M. In the current global context of renewed focus on RWA (Real World Assets), the combination of "physical assets + fintech" is actually very rare. This is not a PPT story; these are real properties. 3️⃣ Extremely small float = huge elasticity A large portion of shares are locked by management, original shareholders, and core strategic investors. The shares truly available on the market are very limited. This structure means: once capital focuses on it, price elasticity far exceeds that of regular stocks. Especially at this stage, when it is not yet widely recognized by the market. Adding another layer of logic: ✅ AI SaaS transformation ✅ RWA asset base ✅ Hong Kong financial license ✅ Asset acquisition expectations ✅ Potential catalyst announcement in May Multiple threads are moving simultaneously. The market is still viewing it through an old framework, but the narrative could switch at any time. ⚠️ Final disclaimer: This article is purely for information sharing and does not constitute any investment advice. The content contains forward-looking statements, and actual results may differ significantly. It is recommended to review the company's latest SEC filings to understand risks. I may hold related positions. #TROO #AI #Fintech #RWA

🚨Tom Lee shouts ETH again He said: 🇪🇹 Ethereum will rise to $12,000 this year. But the reality is: Bitmine's ETH position is currently at an unrealized loss of $6.3 billion. That's how the market is. The craziest target prices often appear at the most painful times. Some see losses. Some see: a deep pit before the next bull market. #Ethereum #ETH #Crypto

🚨Trump publicly speaks out about BTC again 🇺🇸 "Bitcoin might help the US solve its debt problem." He even said: "If BTC enters another super bull market, the US $35 trillion debt won't seem so scary." The signal behind this is actually very clear: Cryptocurrency has officially entered the US macroeconomic narrative. Now, those discussing BTC are not just retail investors. There are also: • Politicians • Wall Street • Institutional capital • The US Treasury level Market sentiment is rapidly shifting. Bullish sentiment is back 🚀 #Bitcoin #BTC #Crypto

🚨 Michael Burry issues another danger warning. 👀 This is the person who accurately predicted: The 2008 financial crisis, and now believes: The current market is replaying the late 1999-2000 internet bubble. The key point is: He’s not just talking. Currently, Burry has established: 💥 Over $1 billion in short positions against the AI bubble. Historically, the truly dangerous times are often when the market is at its wildest. 💀

I said before: BTC will eventually fill: 📍 $80K-$82K CME Gap. It has now been completed. 👀 And currently, the market structure is showing warning signs: • Shorts have been massively liquidated • Top volume has clearly declined • The 200-day moving average failed its first test • Upward momentum is weakening Many people are treating this rally as: "The bull market is back." But from a technical perspective, it looks more like a typical: Bull Trap. 💀 The next key area: 📉 $75K

🚨 WARNING $BTC HOLDERS! Since the last Bitcoin Halving, it has now been: ⏳ 750 days. Historically, this is usually a: 📉 Bearish Pivot Point for Bitcoin. Don't bet against history. 👀

🚨 BREAKING: 🇯🇵 The Bank of Japan has just sold: 💥 ¥1,362 TRILLION in U.S. Treasury bonds. This is the largest liquidity withdrawal in the past year. 👀 They are continuously selling U.S. Treasuries, trying to save the yen. This is definitely not good news for the global markets. 💀

🚨 Buffett issues a danger signal once again. During the 1999 internet bubble, he said: "Market mania will eventually destroy investors." Afterwards: Nasdaq plummeted 75%. 💀 And now, the AI frenzy is sweeping the globe. Buffett has publicly stated once more: "The gambling sentiment among people now is unprecedented." More importantly: Berkshire Hathaway's current cash reserves amount to: 💰 $397 billion. This means: One of the smartest funds in the world is actively reducing risk. Because the real big players do not usually chase crazily at the bubble's peak. 👀