Big thanks to @starzqeth and @rubywxt1 for the invite! Super honored to be featured on a podcast I listen to regularly, chatting about macro trends, the US-China game, crypto, and US stocks. Key points we discussed: • The shift in the US-China game from 'strategic defense' to 'strategic stalemate' • Valuation logic for US stocks and crypto—why was the US stock market's adjustment much smaller than in April? How does AI's fundamentals support valuations? • Crypto market entering a 'new normal': the era of extreme divergence is here • How key factors like inflation, Fed policies, and earnings season impact the market • Specific bottom-fishing strategies: when is the right time to 'buy the dip' for US stocks and BTC? • How to effectively use AI tools to boost investment research efficiency • Why a $10 trillion market cap company could emerge in the next 5-10 years @day1globalpod is also a Chinese-language podcast that's absolutely worth following and listening to!