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🙂 February 12th Economy and Web3 ✅Domestic Stock Market: Unprecedented 5,400 Point Era 🟢​KOSPI Status: Currently at 5,425.39, up 1.32% from the previous day, setting a new all-time high 🟢​Rising Motive: The US-led AI semiconductor boom and the third round of funding from the National Growth Fund are driving record-breaking buying. 🟢​Market Characteristics: Foreign investors, seemingly mocking yesterday's correction, net bought 2.4 trillion won in the morning session alone, driving the index forward. ✅Samsung Electronics: Finally, a "170,000 Won Electronics" 🟢​Stock Price Trend: Currently trading at 171,200 won (+3.2%), breaking the 170,000 won mark for the first time in the regular trading session. 🟢​Key Momentum: Global funds are flocking to Samsung on news of HBM4 supply availability and stable 2nm process yields. Focus 🟢​SK Hynix: Attempting to settle at 320,500 won, showing simultaneous strength ​ ✅ Web3 Key Trend: "Maturity of RWA and Institutional Convergence" 🟢​Acceleration of Real-Real Assets (RWA): By 2026, the US Treasury tokenization market has surpassed $10 billion, transcending mere concepts. On-chain bond products linked to Greenland mineral development rights are now being distributed through domestic and international securities firms. 🟢​The Rise of PayFi (Payment Finance): With Solana-based payment systems becoming the standard across major franchises, Web3 is firmly established as a "payment infrastructure" rather than a "speculation" instrument. 🟢​Changes in Institutional Supply and Demand: Beyond Bitcoin spot ETFs, the launch of complex products such as "AI-Web3 Combination Funds" is leading to qualitative improvements in funding. ✏️​Today's KOSPI breakthrough of 5,400 is a truly historic event. With Samsung Electronics hitting 170,000 won, "5,000 won" is no longer a bubble, but a "five-thousand-fiat" (five-thousand-fiat) trend. It seems to have proven its worth! On the Web3 side, Bitcoin is struggling slightly below 100 million won, but I think the situation is ripe for altcoins and RWA themes to pick up steam.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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