To seize the upper hand in AI, the four major tech giants, including Amazon and Meta, saw their free cash flow plummet to about 4 billion dollars in 2026, hitting a new low since 2014.

Historical data shows that the probability of the S&P 500 declining is as high as 90% within one month after similar divergences.

Cryptocurrency and US stocks have diverged extremely, with a clear shift in capital flow. The sharp decline in crude oil has undermined the anti-inflation narrative, weakening market sentiment. The non-farm payroll data will become a key watershed, and the direction will soon be chosen.

"Making money in A-shares can prove that you have strength, fortune, determination, skill, insight, awareness, and patience. Making money in U.S. stocks can only prove that you have put money into U.S. stocks." This reflects the current situation of most U.S. stock traders as of 2026. Those who quietly bought U.S. storage stocks and casually uninstalled the app to take it easy find that when they log back in one day, their accounts have multiplied several times. A-shares are also taking off under the influence of U.S. stocks, and people from the crypto world have shifted from discussing memes and altcoins to talking about U.S. stocks: "I live every day in the rise of U.S. stocks, and with BTC..."

1. CEX popular cryptocurrencies CEX transaction amount Top 10 and 24-hour price change: BTC: -1.55% ETH: -1.7% TON: +9.01% SOL: -0.02% ZEC: +4.62% DOGE: -4.11% XRP: -2.16% VANA: +3.91% BNB: -0.99% NOT: +28.26% 24-hour gain leaderboard (data source is OKX): JTO: +42.28% DYDX: +33.68% NOT: ...

Caitong Securities analyzes a century of American war history: the impact of war on the US stock market has shifted from being driven by emotions to being driven by economic fundamentals, with upstream resource-related industries often achieving excess returns during various conflicts.

Our AI Agent patrols today's information from over 200 global sources, focusing on encryption, AI, and technology, filtering out 99% of the noise and leaving you with the signals you really need.

Caitong Securities believes that the market's response to the war has shifted from "emotion-driven" to "economic transmission," and the stock market is increasingly focusing on real economic variables such as fiscal expansion, inflation expectations, oil price fluctuations, and monetary policy.

If the first half of the year is the infrastructure period for Aster Chain (L1) and privacy trading, then the second half is the comprehensive harvesting period for product strength, community strength, and cross-border finance. From empowering community co-builders to breaking the boundaries between Web3 and traditional AI stocks, Aster is redefining what "true DeFi" is.

1. Geopolitical Game: The Reversal of the "Freedom Plan" in the Strait of Hormuz and the Resurgence of Inflation On May 4, 2026, U.S. President Trump boldly announced on Truth Social that the United States would officially launch the "Freedom Plan" for the escort operation of commercial ships in the Strait of Hormuz during the morning of Middle Eastern time. The operation would deploy missile destroyers, over 100 land-based and sea-based aircraft, multi-domain unmanned platforms, and 15,000 active-duty soldiers. The U.S. characterized it as a "defensive humanitarian action," intending to bypass the 60-day authorization limit imposed by the U.S. War Powers Act on presidential military actions. However, just one day later, Trump...

"Tokenization is the next stage of technological evolution; adapt or be eliminated, no one wants to return to the old system."

The top ten constituents of the Nasdaq 100 have averaged a staggering 784% increase over the past year, with Sandisk surpassing Qualcomm's record during the 2000 internet bubble with a 3960% rise. As the rhetoric of "this time is different" resurfaces, will history repeat itself with the same rhyme?

Identifying structural signals in the macro fog.