Michael Saylor's Strategy boosted cash reserve to $3.75 billion, repurchased $25 million of STRC
The company last week raised $544.5 million in cash via sales of its common stock. Source：CoinDesk
For 44 years, this investor held aces in the long-bond game. He just folded.
Lacy Hunt’s aboutface on longterm Treasurys marks the end of an era. Here’s what it means for your money. Source：MarketWatch
Bitcoin options traders are dropping their hedges going into the Fed meeting
The put/call ratio has fallen to about 0.52 from 0.76 in late June, and oneweek downside protection has collapsed in price. The options market is positioned…
He brought AI to Wall Street in 1994 — but won’t trust ChatGPT with his money
Vasant Dhar built one of the first AIdriven hedge funds. Here’s what he wants investors to know about the technology. Source：MarketWatch
Is your AI data-center stock vulnerable to voter backlash? Use this 5-part test to find out.
Anger over soaring electricity bills is separating winning utility stocks from the losers. Source：MarketWatch
Navigating the Fed’s next move? Here’s why these trades may be an investor’s best weapon.
Citigroup strategists suggest protecting from jitters over a potentially more hawkish Federal Reserve via small caps. Source：MarketWatch
Bitcoin ETFs post third straight weekly inflows despite $465 million in late-week losses
The vast majority of the activity was concentrated in BlackRock’s IBIT product accounting for nearly $415 million of the outflows. Source：CoinDesk
Crypto steadies as Iran-U.S. pause sends oil tumbling, lifts risk assets
Brent crude plunged 7% after the U.S. and Iran paused Strait of Hormuz strikes, lifting equities and DeFi tokens while bitcoin held near $65,000 ahead of a…
‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?
“His proposal involves a proprietary equity hedge strategy to manage $700,000 of my assets.” Source：MarketWatch
Oil prices see largest one-day declines in two months amid pause in strikes
West Texas Intermediate and Brent crude’s frontmonth contracts fell on Monday after the U.S. paused launching attacks at Iran. Source：MarketWatch
Fivefold increase for Chinese chip maker CXMT in Shanghai debut
CXMT closed its first day of trading with a market capitalization of $85 billion Source：MarketWatch
2026年，为什么资本更青睐“会赚钱”的AI应用？
今年 WAIC 前夕，月之暗面发布了 Kimi K3，发布即破圈。但资本市场的注意力，更多地落在了另一件事上。 过去半年，这家明星大模型公司估值翻了 6 倍，目标 300 亿美元，同步推进赴港 IPO。而在 2025 年底的跨年夜全员信中，创始人杨植麟写下了一句话：2026 年聚焦…