Search result of COLLAR

A comprehensive analysis of the "2028 Global Intelligence Crisis" report, offering a rational evaluation of whether AI could cause a systemic collapse of the global economy by 2028. This piece dissects the technical, employment, and macro-level risks underpinning the AI doomsday narrative.

While the stock market lost $800 billion in value following Anthropic’s breakup, this article offers a counter-perspective by dissecting the so-called AI doom loop—layoffs, weakened consumer spending, and more automation. Through a historical lens of productivity expansion and its effects on GDP, the article contends that commoditizing AI cognition will compress service costs, lower the threshold for entrepreneurship, broaden aggregate demand, and potentially contribute to geopolitical stability.

Anthropic’s latest report delivers a startling message: AI is rapidly transforming the landscape for advanced educational tasks. High school assignments are processed nine times faster, and college-level work is completed at twelve times the usual rate. Human–AI collaborative sessions now last as long as nineteen hours, highlighting an emerging “deskilling” crisis—where meaningful intellectual engagement is replaced by repetitive administrative tasks.

Leading Silicon Valley investors Jason Calacanis, Chamath, David Friedberg, and David Sacks have unveiled their definitive forecasts for 2026, addressing topics such as artificial intelligence, IPO cycles, prediction markets, critical metals, China–US relations, and global political and economic developments. This article distills 11 key insights, offering an in-depth analysis of the sectors and asset classes most worthy of full commitment in the year ahead.

AI, gold, cryptocurrencies, meme coins, and even Labubu plush toys are caught up in a new wave of speculation. Drawing on the history of financial bubbles, this article explores how the attention economy, collective psychology, and globally synchronized narratives are transforming the logic behind asset pricing. It demonstrates that today’s speculative activity is no longer limited to financial markets alone, but has evolved into a structural phenomenon that transcends both asset classes and cultural boundaries.

The article provides an in-depth examination of how Bitcoin has transformed from a mocked digital currency into the world's most popular financial instrument, and explores the profound impacts of this shift on the global economy, society, and culture.

BTC serves as a value anchor for energy, and AI computing power drives the productive use of energy. Drawing on the history of the industrial revolution, this article provides a systematic analysis of how AI computing power, BTC, stablecoins, and RWA are integrating in the wake of the GENIUS Act. It explores the long-term investment strategies and industrial logic behind the “new gold” and “new oil” in the age of intelligent digital transformation.

This article explores the U.S. debt-driven economic model and its associated risks, analyzing various options for repaying U.S. debt, including the feasibility of selling gold and Bitcoin. The article highlights that as U.S. national debt surpasses $36.4 trillion, the dominance of the U.S. dollar faces challenges. Against the backdrop of a potential debt crisis, Bitcoin may experience short-term declines but is expected to serve as a safe-haven asset in financial crises in the long run. Additionally, the article delves into Bitcoin’s potential role as a future international settlement currency and the necessary conditions it must meet.

Following the implementation of the policy, global financial markets were shaken, and international trade patterns began to shift. For the U.S., economic growth faces downward pressure, inflation has surged, industrial adjustments are strained, and the job market is hit, with divided public and political reactions. For China, trade volumes shrank, export structures shifted, and industries were impacted—yet the policy also pushed forward economic transformation and market diversification. For other economies, the EU adopted countermeasures and experienced multifaceted effects; Southeast Asian countries faced shifting orders and ambiguity in rules of origin, but also gained opportunities from industrial relocation.