2026-01-03 12:11:02

What are the certain opportunities in the market upheaval?

Bear market trading is quiet, which is a good time to think about the deeper logic of the industry. My observations focus on three dimensions.

**AI infrastructure investment has just begun**. Global capital is racing towards AI, but bottlenecks have already appeared—power shortages. The US electrical infrastructure is aging, and by 2026, the power industry chain will become a battleground. "The boundary of AI is not in the cloud, but in the real world," this is a consensus and also where the opportunity lies.

**Geopolitical reshaping of asset patterns**. Under the background of de-globalization and intensified US-China competition, the ranking of gold, stablecoins, and cryptocurrencies is becoming clearer. The essence of crypto remains at the end of the capital chain, with volatile and explosive returns. The real opportunities for BTC and ETH may have to wait until the end of next year, or be preemptively exploited during pullback windows.

**The logic of linear growth in scarce assets**. Assets like gold, silver, copper, and rare earths are not only financial assets but also industrial commodities and are involved in geopolitical issues. China's raising of gold access thresholds and CME increasing silver margin requirements are market signals pricing in scarcity. By 2026, with proper valuation, these high-quality assets can truly generate returns.

BTC-3.17%

ETH-3.11%

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LuckyBearDrawer

· 01-06 12:07

The power infrastructure sector is really going to collapse in the US... By 2026, chaos will break out. I'm thinking about going all in on power-related assets.

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FlashLoanKing

· 01-06 10:13

The power bottleneck is indeed a problem. Wait, if AI computing power can't be built up, it's useless... Now, the big players all-in on power stocks really need to wake up.

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AirdropBlackHole

· 01-05 20:36

The issue of power bottlenecks has long been understood. Who will pay for the electricity consumption of AI? It still depends on infrastructure stocks to support it.

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PuzzledScholar

· 01-03 12:41

Power supply bottleneck is indeed something I haven't thought about before; it seems more worth paying attention to than the AI model itself.

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TestnetFreeloader

· 01-03 12:40

Power infrastructure is indeed worth betting on, but it still feels too far away. I just want to make quick money right now. --- Ambushes and windows both exist; it's easy to say, but when it comes to cutting losses, everyone is the same. --- The logic behind scarce assets is clear, but the prerequisite is to survive until the day the returns come in 2026. --- Raising the gold threshold— isn't that just a disguised way of cutting leeks? Retail investors have even less chance now. --- I didn't think about AI in the power sector, but it feels like institutions are just making empty promises again. --- Waiting until the end of next year? I'm afraid I won't be able to wait that long and will go all in haha. --- To be honest, compared to lurking, it's more reliable to just buy gold ETFs.

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AirdropSkeptic

· 01-03 12:37

The power supply bottleneck was indeed unexpected, and the AI energy-consuming monster is truly... However, waiting until the end of next year to ambush BTC feels a bit too long.

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rugged_again

· 01-03 12:36

The power infrastructure part is correct, but the real opportunity still seems to be in hard assets like gold... Crypto volatility is too fierce, easy to get caught in a trap.

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LiquidationWatcher

· 01-03 12:34

The issue of power bottlenecks is really no joke; AI consumes electricity as fiercely as it burns money. Energy stocks are set to take off in 2026. BTC and other cryptocurrencies really need to be prepared for a pullback, but the question is, when will the pullback happen? No one knows the answer to this mystery. Gold and silver are indeed priced based on scarcity, but it feels like retail investors always miss the right timing to get in. Wait, how come stablecoins are ranked after gold? That logic seems a bit counterintuitive. It's a valid point, but in a bear market, you need to stay alive to wait until the end of next year. Cash flow is still king, right?

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WhaleShadow

· 01-03 12:25

The power card is played brilliantly; whoever controls electricity controls the throat of AI... But to be honest, BTC still needs to wait a bit longer. It seems a bit early to strike now.

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