Upbit Trading Volume Drops 81% in Three Months※ Over the past three months, daily trading volume at Korea’s largest crypto exchange, Upbit, plunged by more than 80%.With Bitcoin and major altcoins correcting over 10% from their peaks, investor sentiment has chilled rapidly.Meanwhile, the KOSPI keeps setting new all-time highs, making it clear that market liquidity is moving “from coins to stocks..
Gold, After Hitting Record Highs, Plunges for the First Time in 12 Years※ International gold prices, which had surged nearly 60% this year and kept setting record highs, just posted their largest drop in 12 years.As the dollar strengthened and U.S. corporate earnings beat expectations, investors rotated out of the safe haven (gold) into risk assets, accelerating profit-taking.This correction ref..
Trump: “We’ll get along with China… but fair trade is necessary”※ U.S. President Donald Trump said on the 19th (local time) that while cooperation with China is possible, “trade must be fair,” hinting at potential tariff relief.At the same time, he warned that he “doesn’t want to play games with rare earths,” sending a mixed message of détente and pressure.These remarks appear aimed at securing ..
Trump Announces Full Suspension of U.S. Aid to Colombia — “No Funding for a Government that Neglects the Drug Industry”※ U.S. President Donald Trump publicly declared an immediate halt to all U.S. financial support for Colombia. With strong criticism that the Colombian government and its president bear responsibility for condoning or encouraging the drug problem, Trump said, “The United States w..
“From Owner Retirement to Third-Party Succession” Surges… Survival Strategy of 20–30-Year Manufacturers Is Changing※ Aging owners of SMEs/mid-caps, heavier inheritance-tax burdens, and successor gaps are accelerating “succession-type deals” in which equity is transferred to third parties instead of to family members.Long-established 20–30-year manufacturers are flocking to listings and sales; bu..
“AI Fixed Demand Is Breaking the Memory Cycle” — Simultaneous Tightness in HBM, DDR5, NAND, and HDD Signals the Start of a Structural Super-Cycle※ The global memory value chain is rapidly pivoting to HBM and DDR5, pushing the market into an unusual phase where DRAM, NAND, and even HDD are all tight at once.With long-term direct contracts (LTAs) expanding among AI datacenter players (Big Tech & c..
As KOSPI Hits Record Highs, Retail Investors Rotate Into Gold & Silver ETFs※ While the Korean stock market keeps printing fresh all-time highs, retail investors are selling KOSPI and buying gold and silver ETFs. A mix of short-term rally fatigue, the U.S. Fed’s rate-cut cycle resumption, and signals of quantitative tightening (QT) ending are boosting demand for safe havens. 😅 Even as the domest..
U.S. Stock Analysis: Universe Pharmaceuticals (UPC) — Growth Potential of a Traditional Chinese Medicine-Based Healthcare Company※ As of 2025, the Chinese healthcare industry is rapidly expanding, driven by demographic shifts and technological modernization. Among these trends, the fusion of Traditional Chinese Medicine (TCM) with modern biotechnology has become a key growth engine.Universe Phar..
U.S. Stock Analysis: Bicara Therapeutics (BCAX) — Growth Potential and Investment Strategy of a Bispecific Antibody Cancer Therapy Innovator※ As of 2025, the global oncology market is rapidly transforming through the convergence of immunotherapy and targeted therapy.Bicara Therapeutics (NASDAQ: BCAX) stands at the forefront of this transformation, developing bispecific antibody-based cancer ther..
U.S. Stock Analysis: Clean (CLNN) — Growth Value and Investment Strategy of a Neurological Disease Treatment Innovator※ In 2025, the biotechnology market continues to grow, driven by global aging and an increase in chronic neurological diseases.Clean (CLNN) is an innovative biotech company focused on developing treatments for central nervous system (CNS) disorders such as Alzheimer’s, Parkinson’..
