Content Source: Uweb Live Sharing Class

Content Organizer: Peter_Techub News

As the global financial market experiences fluctuations, Bitcoin (BTC), as the "pillar" of digital assets, is facing the test of macroeconomic uncertainties as the year comes to a close. On November 5, Uweb (Web3 Future Wealth Course) held its 203rd live session themed "NVIDIA's $5 Trillion, When Will BTC Reach New Highs?" inviting CEO of Keihan Realty Co., Ltd., Catmangox (a well-known Twitter influencer), as a guest. Uweb President Dr. Yu Jianing served as the host, combining real-time market corrections with global hot topics, leading hundreds of viewers to discuss the impact of macro trends on Bitcoin. The external focus was on the economic variables affecting the crypto market at year-end, while the internal discussion delved into the innovative applications of stablecoins in Japan. The session was packed with valuable insights, attracting over 400 online listeners, and the replay quickly went viral on social media.

External Discussion: Year-End Macro "Storm" Approaches, What’s the Trend for BTC?

At the start of the live session, President Yu hit the nail on the head: the recent market correction has sparked heated discussions about whether the "bull market has ended." The U.S. stock market is experiencing high volatility, the government shutdown has been extended for a month, and the divergence in expectations for Federal Reserve interest rate cuts has shifted market sentiment from optimism to caution. Catman, an expert with a background in financial market investment analysis (undergraduate at Suzhou University, graduate at SKEMA Business School in France), approached the topic from a global perspective, analyzing how these macro factors are transmitted to Bitcoin.

First, the government shutdown has become the biggest "black swan." Catman pointed out that this shutdown has exceeded the historical average duration (the longest was 35 days in 2018), stemming from a deadlock between the Democratic and Republican parties over SNAP (food stamp subsidy) funding. The shutdown has led to a "vacuum period" for key data—September's PMI index was only 46.1 (below 50 indicates contraction), and subsequent employment and consumption data releases have been delayed, putting pressure on market psychology. Delays in federal procurement will suppress private sector consumption and investment, similar to the 2018 shutdown, which caused a significant drop in the U.S. stock market. Currently, signs of a market correction are already evident, and Catman warned: "Data void + policy uncertainty + midterm election pressure creates a triple risk. If the shutdown exceeds 35 days, economic operations will be hindered, and Bitcoin, as a risk asset, will be the first to suffer."

Secondly, the "fear of heights" in the U.S. stock market is spreading, with NVIDIA's $5 trillion market cap becoming a focal point. Catman candidly stated that while the U.S. stock market is not in a bubble, the risk of a "healthy bubble" is rising. NVIDIA's dominance in AI is unshakeable ("the next Apple"), but competition is intensifying—Apple, AMD, and Chinese companies are all entering the AI hardware space. If technological barriers weaken, stock prices will come under pressure. After Thanksgiving, fund managers will lock in performance, and consumer spending will be limited. Catman emphasized: "The pace of Powell's interest rate cuts is crucial. If inflation is not controlled, rate cuts will be difficult to implement, putting significant pressure on people's lives, and a correction in the U.S. stock market will drag down Bitcoin. Historically, the U.S. stock market and Bitcoin have been weakly correlated, but during risk transmission, they tend to 'drop together.'"

Finally, the belief that Bitcoin is "never out of date." Catman firmly views BTC as "digital gold," the only permanent asset: "It can only be averaged down, not shorted." Trump's presidency contributed significantly—pardoning Zhao Changpeng and relaxing regulations, which propelled the North American ecosystem. Although ETFs are popular, BTC spot is superior, and BTC is the preferred reserve for mainstream countries worldwide. Catman shared his personal experience of hoarding coins: "I have held half a coin for many years, not for profit, but for faith." With ample liquidity and new funds pouring in, Bitcoin's hard currency attributes are highlighted. If the U.S. stock market stabilizes and rate cuts are implemented by year-end, Bitcoin may return to the $70,000 high; conversely, it may correct to $50,000 to build a base.

The external interaction was lively, with the audience eagerly asking about the combination of Japanese real estate and stablecoins. Catman previewed: "Japan's policy is open, stablecoin applications are comprehensive, and there is great potential for integration with Silicon Valley." President Yu added to Uweb's national tour plan: from late November to January next year, a tour will take place in Beijing, Shanghai, Hangzhou, Chengdu, Shenzhen, and Hong Kong, with the launch of the new book "Stock-Coin Integration: Bitcoin and DAO Reshaping the Capital Market," inviting Web3 experts to share insights. At the end of the live session, Catman passionately called out: "Bitcoin is the only consensus; although the macro environment is chaotic, faith remains unbroken."

Internal Discussion: Unlocking New Real Estate Play with Stablecoins in Japan

Transitioning to the internal session, the Uweb alumni exclusive segment focused on "the application of stablecoins in Japan," where Catman shed his macro perspective and transformed into a real estate "pioneer," detailing the full chain of stablecoin home purchases iterated by his company over four years. President Yu humorously remarked: "The external session looks at timing, while the internal session discusses geographical advantages; Japan's stablecoin ecosystem leads Asia."

Catman candidly admitted that the stablecoin real estate market in Japan started off difficult: the average age of practitioners is 45, with many channels but few goods, limited to special zone accommodations, apartments, and self-built land (over 300 housing sources). Mainstream payments still rely on SBI Sumishin Net Bank + UIC channels, with JPYC (Japanese yen stablecoin) registered with the Financial Services Agency, and reserves are transparent (1:1 yen bonds), but transaction volumes are only in the tens of thousands of yen (testing phase). USDT transaction fees are high (from a fraction of a percent to 3%), and JPYC may replace it in the future, but banks are conservative, and withdrawals are complex.

The entire home buying process can be unlocked with one click: schedule a viewing on the official website (Tokyo/Osaka), sign the contract on-site, and then scan the QR code to transfer USDT (TRC20 on the Tron network is preferred for low fees and efficiency). Settlement is confirmed in real-time, and lawyers handle the transfer (property registration is fully covered, no need for a trading hall). Catman emphasized safety: "Merchants are real-name verified + KYC, contracts trigger transactions, and refunds are only possible without a contract. This avoids on-chain pollution (using SoMr tools to check funds)."

Yield rates are a highlight: special zone accommodations (unique to Osaka, operating 365 days) yield 7%-8% (new additions will be banned from May 30 next year, with the threshold raised to 200-400 million yen); ordinary accommodations yield 3%-4% for 180 days; single-family homes for personal use + temporary accommodations yield 3%-4%; large transactions in hot spring hotels have unknown returns but great potential (require on-site inspections). Apartments/towers have high thresholds (starting at 200-300 million yen in Tokyo) and strict anti-money laundering measures (5% loss, using Hong Kong channels). Catman suggested: "Beginners should choose accommodations, while high-net-worth individuals should invest in hotels/land. The management visa (for high-net-worth immigrants) has a threshold of 100 million yen, and the entire process can be done with cryptocurrency, with no additional fiat currency required."

What are the opportunities in Osaka? Catman is optimistic about the transformation: shifting from industry (decline of Panasonic and Hitachi) to tourism/service industries, with a boom in casinos + healthcare + tourism real estate. Stablecoins can be used not only for real estate but also for trading cars (Alpha at 300,000 RMB per vehicle) and yachts (second-hand market in Mie Prefecture). Catman revealed: "We are researching one-stop services, allowing funds from the crypto space to reach the real economy directly."

The internal alumni interaction was intense: President Yu inquired about ETH vs. TRC20, and Catman criticized ETH for being inefficient ("the Swift of the crypto world"), while USDC is mainstream in the U.S. (used entirely for paying for study tours in New York). Catman shared a painful lesson: "In the early days, I mistakenly used the wrong chain for TRC, and it took two days to get a refund. Compliance is key; the crackdown in Northern Myanmar has eliminated many black chains." President Yu lamented: "The value of Uweb lies in teaching principles, helping alumni avoid pitfalls."

Conclusion: Web3 is More Than Just Crypto, Infinite Possibilities for Integration

The 203rd live session was like a feast of "macro + application," with the external session alerting to year-end risks and the internal session illuminating the Japanese path. Catman's enthusiasm and depth made the audience exclaim, "I gained so much." President Yu announced: from November 16-23, a study tour in New York (Columbia University classes, star mentors) is open for enrollment, and there is still time for a U.S. visa; at the end of December, there will be a year-end module in Shenzhen/Hong Kong, looking forward to the bull market in 2026. Uweb is not just a course; it is a community for "boarding the Web3 train"—entering early and refining later.

Amid NVIDIA's $5 trillion celebration and Bitcoin's dormancy, opportunities are always hidden in uncertainty. Follow Uweb, scan the code to join the group, and catch the next wave together!

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