After assets in the real world are placed on the blockchain, the next step is not to let more people buy them, but to allow them to play a greater financial role on the chain.

On October 23, 2026, QCP Capital provided in its latest market analysis report not a conventional market review, but a risk warning centered around the "AI Credit Storm": The AI infrastructure sector, which has relied on high leverage to expand computing power over the past few years, is being reevaluated by credit and interest rates. QCP pointed out that CoreWea

On October 22, the Nasdaq fell 2.6%, as the market worries that the ongoing high investment in AI is difficult to translate into profit; BTC and US tech stocks are correlated but will not rise and fall in sync. Next week, the concentrated release of Microsoft and Google earnings, Federal Reserve decisions, and PCE inflation data are core variables affecting risk assets.

After the assets from the real world go on-chain, the next step is not to allow more people to buy them, but to let them play a greater financial role on the chain.

On October 22, 2025 (Eastern Time), according to statistics from institutions such as SoSoValue and Farside, the net outflow of Bitcoin spot ETFs in the United States amounted to approximately $635 million in a single day, breaking the trend of "continuous net inflow" since approval in 2024, with BlackRock's IBIT experiencing a net outflow of about $254 million that day.

The index is driven by a few technology giants, while the vast majority of constituent stocks have already entered significant corrections or even bear market territory. In sectors such as real estate, materials, utilities, and discretionary consumption, over 90% of stocks have retraced more than 10% from their respective highs, with nearly 60% of stocks retracing over 20%.

[MSX Research Institute · US Stock RWA Daily Observation] is a flagship daily report produced by the leading RWA trading platform MSX Maitong. We leverage our strong macro research capabilities to capture the core pulse of global traditional US stocks, liquidity changes, and the RWA tokenization market, helping you to strategically position quality assets. Today's observation: In the third quarter of FY2026, Meta's revenue reached 64.601 billion US dollars, a year-on-year increase of 26%, exceeding market expectations of about 63.34 billion US dollars. Advertising revenue grew by 26% year-on-year to 63.061 billion US dollars, still contributing to the company nearing...

Can the correlation between the US stock market and the cryptocurrency market change the bear market curse?

According to AiCoin data, on October 21, Eastern Time, the U.S. Bitcoin spot ETFs recorded net inflows for the third consecutive trading day, with total net inflows of approximately $528 million on that day. Among them, BlackRock's IBIT had a single-day net inflow of about $235 million, with a historical cumulative net inflow of approximately $66.498 billion.

after bringing cutting-edge models into regulatory focus with an SB53 in California, it was not the legislators pushing for stricter rules, but the regulated entities themselves. Recently, on a Tuesday, Chan Park, who is responsible for U.S. and Canada policy and partnerships at OpenAI, wrote to Governor Gavin Newsom, openly supporting stronger AI safety regulations while

The US stock market and Bitcoin have a certain degree of correlation, but they do not always rise and fall together. Investors can combine the Nasdaq index, interest rate expectations, US dollar trends, ETF fund flows, and contract settlement data to analyze market sentiment and the fluctuations in BTC.

Stock prices fluctuate every day, and news changes daily, but when you stretch time, stock returns ultimately need to be supported by corporate profits, cash flow, and capital returns. When you buy a company's stock, you are buying its ability to generate profits in the future.

Recently, U.S. tech stocks have rebounded, with the Nasdaq rising by 1.11%, the S&P 500 Index increasing by about 0.4%, and the Dow Jones slightly falling by 0.07%. In this round of gains, storage stocks have performed particularly well, with multiple sectors of the AI industry chain, from storage and semiconductors to optical communications, synchronously warming up.