MSX 研究院
RWA 代币化的首席观察员
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SpaceX上市发令枪还没响，「太空板块」的聪明钱已开始抢跑？
普遍录得两位数涨幅的「五小龙」，或许是理解这轮商业航天重估的一个重要切口。
MSX 研究院
Huang Renxun's attempt to "ignite" the sector failed: GTC mentioned optical communications, so why did the sector fizzle out?
What truly caused the stock price to change was not that Huang Renxun didn't mention Guang, but that he didn't express himself in the way the market wanted to hear.
MSX 研究院
Ethereum bulls face a "trial": unrealized losses exceed $7 billion, some hold on while others cut their losses.
Ethereum whales BitMine and Trend Research are facing massive unrealized losses due to the ETH price crash. BitMine's spot holdings have suffered a loss of $6.4 billion, while Trend Research's leveraged long positions are on the verge of liquidation, drawing market attention. The record-high on-chain staking ratio contrasts sharply with the selling pressure in the secondary market.
MSX 研究院
以太坊多头巨鲸“渡劫”：浮亏超70亿美元，有人躺平有人割肉
巨鲸们在高杠杆边缘「小刀割肉」的现场直播，未尝不是加密金融史上一种独特的行为艺术。
MSX 研究院
Meta's massive bet on AI: $135 billion to be poured in. Is Zuckerberg in 2026 trustworthy?
With a strong cash flow backing it up and hundreds of billions invested in AI, the market seems to be applauding this "money-spraying" move. Will this be different from Metaverse?
MSX 研究院
Intel's "life-or-death" moment: How did Chen Liwu settle his estate and start his self-rescue at the door of the ICU?
Behind the Q4 financial report is the new leader's dismantling of the previous "technological utopia" through "layoffs" and "sales," betting on the 18A process to carve out a bloody path.
MSX 研究院
Netflix's "swallowing" of Warner: A $59 billion loan, a high-stakes gamble on the streaming king's "IP alchemy".
Netflix's Q4 financial report was almost "flawless," but by suspending share buybacks and going all-in, it has embarked on a long-term game of exchanging cash flow for an IP moat.
MSX 研究院
硅谷最聪明那群人的「终极推演」：2026，我们应该「All-In」什么？
从硅谷巨佬到「白宫 AI 与加密沙皇」，给出了对 2026 商业、政治与科技的完整判断。
MSX 研究院
We used a large model to "predict" the future of tokenization/Web3 in 2026.
They tricked frontline builders into revealing their true thoughts (positions), broke them down into word clouds, and fed them to ChatGPT, Gemini, and DeepSeek.
MSX 研究院
写给“币圈美股人”的2026生存指南
叙事走向兑现，确定性迎来新变量，2026，美股/代币化/Web3 的结构性机会或许正在浮现。
MSX 研究院
美国「闪捕」马杜罗，请收下这份地缘动荡下的投资指南
炮火之下无新事，「唐罗主义」如真能「暴力重置」委内瑞拉，哪些军工、能源等版块标的将收割超额红利？
MSX 研究院
2025美股年鉴：高墙新耸，围栏坍塌，2026如何寻找新秩序的锚点？
2025，是资本、制度、技术与政治在同步加速、彼此挤压的一年。
MSX 研究院
桥水2025战略大挪移：黄金“长期信仰者”清仓，“宏观拐点”下的风险偏好再重估？
减持超 20 亿美元科技巨头，清仓黄金与新兴市场敞口，转而加码美国大盘与精选科技股。
MSX 研究院
美股冲刺“永不打烊”：纳斯达克为何推出“5×23 小时”交易实验？
这个节点提出「23 小时制」，并非开始体贴亚洲交易员，而是为抢占全球流动性高地铺路。
MSX 研究院
美联储“接班人”逆转：从“忠诚鸽派”到“改革派”，市场剧本变了么？
台前的演员是哈塞特还是沃什，或许决定了剧情的走向，但这部剧的总导演，已经牢牢地变成了特朗普。
MSX 研究院
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