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Written by: Long Yue Source: Wall Street Insights The more the market rises, the harder it is to find a reason to fall—but the risks haven't disappeared, they've just become more deeply hidden.
On May 14, Bloomberg market analyst Jon-Patrick Barnert wrote that while the current US stock market rally has clearly accelerated, the cost and timing of short remain difficult to grasp. Even more problematic is that the very rationale for short has become unclear.
The core contradiction in this market rally is that while positions are extremely crowded, fundamental narratives—especially AI—continue to support market sentiment. The interplay between these two factors...

Who will end the AI bull market: portfolio allocation or narrative?

[Bitcoin around $78,000: A small dip could reignite short-term panic - Bitcoin News - Latest Coin News Updates 24/7 2026] Bitcoin is holding above the $80,000 mark, but pressure from investors...

Bitcoin around $78,000: A small dip could reignite short-term panic.

With its competitors all relegated to the second tier of "income-based pricing," Ethereum has become the only asset capable of competing with Bitcoin and gold for the status of a store of value. Even if only a tiny percentage of its capital is diverted from gold and real estate, it faces the potential for a market capitalization leap of several times or even ten times.