BecomingAFriendOfTime

Semiconductors are not just dragging down U.S. stocks; they could also crash the crypto market.
The danger is not that the Nasdaq has fallen, but that semiconductors could continue to drag down cryptocurrencies. The Nasdaq plunged 4.6% this week, the S&P dropped 2%, and capital is retreating from AI and chip highs. If chips fail to stop falling in the last two days of the month, BTC will face pressure first, and altcoins may see amplified declines; only if chips stop falling and the Nasdaq strengthens will July have a foundation for recovery. The first signal for the second half of the year

Japan, South Korea, and Taiwan markets all closed sharply lower: Nikkei -4.5%, Korean stocks -6.8%, Taiwan stocks -3.6%, with the tech supply chain leading the decline. With month-end, quarter-end, and end-of-first-half all overlapping with Friday, high inflation plus a strong U.S. dollar is weighing on risk assets. Tonight’s U.S. stock market is a key test—if it can’t hold up, the selloff in crypto, gold, and silver is likely to continue. $BTC $XAU #BTC下探60000美元关键关口 #预测市场交易量创历史新高 #美国5月PCE通胀升至4.1%创三年新高

In the second half of the year, I will focus on the stabilization and rebound of the Hang Seng Index.
One of my key directions in the second half of the year: the opportunity for the Hang Seng Index to stabilize and rebound. The current global market capital narrative is clear: US tech stocks, AI, and semiconductors remain the main themes, but the problem is that this line is already crowded and valuations are not cheap. On the other hand, after years of adjustment, Hong Kong stocks still belong to one of the most undervalued sectors among major global markets. So I don't think Hong Kong stock

Gold is not just a safe-haven asset, but a ballast stone for global financial policy.
Many people still treat gold as an ordinary safe-haven asset, but I believe in this cycle, gold's true role is as a ballast stone for global financial policy. The stronger the dollar, the more the world wants to de-dollarize; the harder inflation is to suppress, the harder it is to ignore gold's strategic value.
If global inflation continues to rise and the dollar remains strong, the pressure on various countries will become increasingly evident: they must maintain their own currency's credit, reduce thei