May 8, 2026

Look at the news, it is said that Trump is going to visit China, the bosses of two superpowers meeting, not sure what "sparks" will fly. Recently there is a movie, "Cold War 1994," about the turbulent changes in Hong Kong before its return in 1997, with the British side wanting to remain the actual controlling party behind Hong Kong after the return, leading to various power struggles among different forces. I have to say, the grand drama between these major powers is still exciting; history is like this, and reality keeps unfolding. As for this meeting, I believe that since he is coming in person, it will naturally send out more positive signals, which is good news for the capital markets.
Also today I saw some data showing that AI-related investments contribute over 60% to the US GDP. In fact, this can also be seen from the capital markets; the recent surge in SK Hynix's stock has also made Korean investors excited. The more I look at these, the more I feel the importance of technology. In this wave of AI, the core technology is still American. Not to mention giants like Claude Code and ChatGPT, AI hardware suppliers are also former high-tech companies, such as Samsung Electronics. Looking at the domestic scene, honestly, I think ByteDance's technical capabilities are capable of competing, but others still rely on domestic "internal demand" to generate value.
Back to the market, after a brief dip, Bitcoin is now below 80k. But I think there is no need to worry, as it hasn't fallen sharply yet, although Ethereum has dropped below 2,300, and recently