26年最大的地缘政治危机，委内瑞拉，就这么轻松愉快解决了，真的意料之外！😅
今年川普中期选举，会扫清一切障碍，保障经济和美股，稳中有升，不出问题，这是核心命题。
继续加注美股和加密市场！🧐

今天看了一下2025年投行高盛出的家族办公室报告，恰巧今年也陆陆续续跟香港和新加坡的一些家办负责人聊过，讲讲其中的一些思考，还有他们的资产配置和策略，可能对伙伴们有帮助！🧐  x.com/Rocky_Bitcoin/…

Rocky

Twitter

Venezuela, the biggest geopolitical crisis in 26 years, was resolved so easily and pleasantly—truly unexpected! 😅 This year, Trump will clear all obstacles in the midterm elections, ensuring a stable and upward trend for the economy and US stock market, without any major problems—this is the core issue.

Continue to increase your bets on US stocks and the crypto market! 🧐

Author: Yuanshan Insights
Data Source: Farside Investors, SoSoValue, Fed H.4.1 Report, CryptoQuant

On the first trading day of 2026, BTC ETF saw a net inflow of $471 million.

What does this figure mean?

In November and December, the combined net outflow of spot BTC ETFs was approximately $4.57 billion; with a net outflow of approximately $1.09 billion in December alone.

Many people frantically sold at a loss above 93K, and institutions bought back about one-tenth of that amount on January 2nd alone.

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After a long period of weakness, the meme coin has finally seen an encouraging rebound.
Since mid-September last year, the total market capitalization of Meme Coin gradually declined from approximately $80 billion to a low of only $35 billion, with virtually no significant rebound along the way. However, in the first week of 2026, the total market capitalization of Meme Coin finally rebounded, returning to nearly $50 billion.
During the same period, the market capitalization of Meme coin as a percentage of the overall Altcoin reached its lowest point since July 2022, almost reaching its lowest level since then...