Hedging with Gold, Opportunities in Bitcoin and Others The most dangerous move now is not buying gold or copying Bitcoin, but taking a black-and-white stance. The reality is: 👉 Gold is suitable now 👉 Bitcoin is suitable for preparation A rise of gold above 5000 essentially means the market is saying: I care more about “surviving” right now. And Bitcoin’s correction is leaving room for future risk appetite recovery. A smart strategy is not “all in on faith,” but dynamic allocation: * Use precious metals to hedge systemic risks * Use Bitcoin as an observation and ambush target When one day t
Copper is not a safe haven, but it benefits from macro certainty I recently bought copper, with a current return of about +21%, mainly based on the long-term demand certainty driven by global electrification and infrastructure investment. Many people think of gold and silver when discussing safe havens, but in my view, the "certainty assets" among non-ferrous metals are also worth paying attention to. Copper is not a traditional safe-haven asset, but it is highly sensitive to macro cycles and industrial upgrades. Against the backdrop of ongoing advancements in new energy, electric vehicles, an
Tariffs haven't been implemented yet, but the market is applauding first. Has Trump's "bluff-style negotiation" won again? Trump's negotiation style has always been straightforward and rough: turn up the volume to the maximum first, then observe the other side's expression. If the other side doesn't respond, he says, "I actually didn't mean to escalate." The recent threat to cancel tariffs on Europe is essentially this same "psychological game." From the results, the US has retained bargaining chips while avoiding a real economic impact; Europe, while relieved, also understands this is only a
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