Ethereum concept stocks
As Circle successfully landed on Nasdaq with the compliance advantage of USDC and soared 40% in a single day, the stablecoin sector quickly ignited the secondary market. The passage of the US "GENIUS Act" has opened up a trillion-dollar market space for stablecoins, and the underlying engine that really drives this payment revolution is Ethereum. Ethereum not only has smart contract functions, but is also the core public chain of DeFi, NFT and mainstream stablecoins. At present, the market value of stablecoins on its network has reached 122.5 billion US dollars, accounting for 50% of the global stablecoin issuance. Most mainstream stablecoins such as USDT and USDC run on Ethereum.
Looking to the future, with the growth of the stablecoin economy and the rise of the "hoarding coins" trend of listed companies, ETH is expected to continue to benefit. As Cathie Wood, CEO of ARK Invest, said, Ethereum has become a key platform for financial innovation with its smart contracts and a large developer network. Ethereum concept stocks keep up with the core veins of the industry, select high-quality leading companies, and help investors efficiently capture cutting-edge opportunities and seize a new round of profit opportunities!
Crypto Pioneer Stock Picks
This portfolio covers top crypto-related stocks from US and Hong Kong markets, including Circle, Coinbase, MicroStrategy, Robinhood, Guotai Junan International, OKG Technology, as well as mining stocks and trading platforms. It helps investors capture the latest opportunities and achieve diversified growth in the crypto sector.
Trump's Stock List
Trump has won the 2024 US election. In his latest speech to Congress, Trump emphasized a number of key policy directions that may have a profound impact on related sectors.
Trump plans to promote a rapid economic recovery through a series of executive orders, focusing on supporting the development of small businesses. In the energy field, it will be committed to reducing energy costs and restoring domestic energy production; at the same time, it will pay close attention to inflation and emphasize the need to maintain consumer purchasing power. In terms of foreign trade, Trump advocates the implementation of a reciprocal tariff policy, which may reshape the global supply chain. In addition, the speech also emphasized the direction of strengthening law enforcement and promoting immigration policy reform.
Given the policy tendencies shown in Trump's speech:
Supporting the energy independence strategy, traditional energy sectors BKR, XOM, and CVX are worth paying attention to
Emphasizing financial regulatory reform, financial institutions such as JPM, GS, and BAC may benefit
Paying attention to infrastructure investment plans, there are opportunities for engineering machinery leader CAT
Supporting the development of digital innovation, cryptocurrency-related targets MSTR, COIN, MARA, etc. may usher in opportunities
In addition, Trump's personal affiliated companies, such as the media platform DJT he founded, the supporter social platform RUM, and the campaign software developer PHUN, are also important targets. Given its emphasis on national defense, military stocks Lockheed Martin and Raytheon Technologies may benefit from increased defense spending. Technological innovation companies such as Tesla (Musk is its supporter) are also worth paying attention to.
The policy direction and goals proposed by Trump in his speech to Congress may have a profound impact on multiple concept sectors. Investors can pay attention to related concepts to seize the upcoming investment opportunities and seize the potential benefits brought by market changes.
Intelligent Driving
As the core direction of future travel, smart driving is leading the transformation of the global automotive industry. By combining artificial intelligence, high-performance chips, lidar and autonomous driving software, smart driving technology is moving from the laboratory to commercial applications, including Robotaxi, smart logistics and other scenarios. Complete vehicle manufacturers such as Tesla and NIO and core supply chain companies such as Hesai Technology have become leaders in this field. With the continuous growth of policy support and market demand, smart driving concept stocks provide investors with an excellent opportunity to embrace future technology and transportation changes.
Israeli-Iranian conflict
Recently, the conflict between Israel and Iran has continued to escalate, the situation in the Middle East has suddenly become tense, and global risk aversion has intensified. Gold, crude oil, and assets related to the panic index have become the focus of market attention. Against the backdrop of increasing geopolitical risks, follow global funds and seize investment opportunities in gold, crude oil, and safe-haven assets.
Millennium's Latest Holdings
Millennium Management is one of the world's top hedge funds, known for its multi-strategy hedge fund approach, with annual returns ranging from 6% to 26% over the past five years. It places a strong emphasis on risk control, utilizing a range of technologies to track and monitor key performance metrics of each investment team in real-time, thereby managing risk exposure and controlling volatility. Over the past thirty years, Millennium Fund has achieved positive returns in 29 out of 30 years.
