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Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global risk assets are entering a phase where multiple catalysts are aligning, driving a new wave of momentum in technology and growth stocks. Trump has revived his "tariff dividend" proposal (a $2000 check per person), the U.S. government shutdown crisis is nearing resolution (with fiscal spending expected to resume before December 11), and the probability of a Fed rate cut in December has surged to 95% (with markets even partially pricing in a 50-basis-point cut). Expectations of ample liquidity are rising across the board. U.S. tech stocks and high-beta growth names are positioned to benefit first. Themes such as AI infrastructure, retail brokers (supported by the convergence of crypto and U.S. stock trading), and digital-asset infrastructure are likely to lead the rally. The Nasdaq index is expected to see further upside in the near term, while select quality stocks offer notable rebound potential. As a globally leading Universal Exchange (UEX), Bitget has fully integrated tokenized stocks and futures products, bridging traditional finance with the wider digital-asset ecosystem. Through strategic partnerships with institutions such as Ondo Finance, Bitget Onchain now supports on-chain tokenized trading for more than 100 stocks and ETFs. Users can trade tokenized stocks—including NVDA, HOOD, TSLA, MSTR, COIN, META, and other popular names—directly in the spot market, and also access perpetual futures on individual stocks within Bitget's futures section.

Bitget·2025/12/12 09:06
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

This year's market has been driven primarily by the growth of DATs, ETFs, and stablecoins. Strong institutional inflows indicate that mainstream U.S. capital is now entering the crypto market. However, after the October 11 black swan event, the market underwent a significant correction due to deleveraging. Even so, several indicators now suggest that a bottom may be forming. Our recommended assets are BTC, ETH, SOL, XRP, and DOGE.

Bitget·2025/11/28 10:08
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global markets are experiencing multiple transformative catalysts supporting the recovery of risk assets. For instance, Trump has revived his proposal to distribute $2000 "tariff dividend" checks to every American using tariff revenues. While the plan faces hurdles such as congressional approval and inflationary concerns, it has already boosted consumer confidence and is expected to inject trillions of dollars in liquidity, benefitting high-growth technology sectors. Meanwhile, the U.S. government shutdown has reached a record 41 days. With the Senate having reached an agreement, it's expected to end on November 11—potentially triggering a renewed fiscal injection of tens of billions of dollars and a V-shaped rebound similar to past shutdown recoveries. Market expectations for a rate cut at the Federal Reserve's December FOMC meeting are also rising, with a 62.6% probability priced in for a 25-basis-point cut. Some Trump-backed officials even advocate for a 50-basis-point reduction, which would extend the easing cycle and further stimulate investment in crypto and AI infrastructure. Together, these factors may drive a 5–10% rebound in total crypto market capitalization, creating a window of opportunity for allocation to high-quality projects.

Bitget·2025/11/14 10:16
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

After the largest liquidation in history on October 11, market liquidity took a severe hit, with reports suggesting that many mid- and long-tail market makers suffered heavy losses. Consequently, it may take considerable time for liquidity conditions to normalize. The mass liquidation was primarily triggered by Trump's announcement of a 100% tariff hike on China, followed by a chain reaction from the USDe depegging incident. As a result, the market has likely entered oversold territory.

Bitget·2025/10/24 10:26
Flash
22:28
Internal financial data shows: OpenAI's artificial intelligence operational efficiency continues to improve
According to a report by Jinse Finance, sources reveal that OpenAI's compute profit margin for paid users—that is, the proportion of revenue remaining after deducting the costs of running AI models for paid users—has surged from about 52% at the end of last year and around 35% in January 2024 to approximately 70% in October this year. According to an analysis of its financial data by The Information, in contrast, a certain exchange's compute profit margin was about negative 90% last year. The analysis indicates that this exchange is expected to raise its profit margin to around 53% by the end of this year, with the most optimistic forecast suggesting that this figure could reach 68% next year.
22:28
Federal Reserve's Hammack: Pausing interest rate cuts is my current baseline forecast
Jinse Finance reported that Beth Hammack, President of the Federal Reserve Bank of Cleveland, stated that monetary policy is currently at a good level and that interest rate cuts can be paused to assess the impact of the 75 basis points reduction on the economy. Hammack is currently focused on bringing the inflation rate back to the target level. Economic data received by policymakers showed that the core Consumer Price Index rose by 2.6% year-on-year in November. Hammack said she would not place too much emphasis on any single economic report and hopes to take time before the next meeting to observe broader economic conditions. (Golden Ten Data)
21:09
Trump Says Fed Chair Is the Easiest Job in the World and Lists Candidates to Succeed Powell
US President Trump stated that the position of Federal Reserve Chairman is the easiest job in the world. The current final list of candidates to succeed Jerome Powell includes BlackRock Chief Investment Officer Rick Rieder, Kevin Hassett, Kevin Warsh, and Federal Reserve Governor Christopher Waller.
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