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Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global risk assets are entering a phase where multiple catalysts are aligning, driving a new wave of momentum in technology and growth stocks. Trump has revived his "tariff dividend" proposal (a $2000 check per person), the U.S. government shutdown crisis is nearing resolution (with fiscal spending expected to resume before December 11), and the probability of a Fed rate cut in December has surged to 95% (with markets even partially pricing in a 50-basis-point cut). Expectations of ample liquidity are rising across the board. U.S. tech stocks and high-beta growth names are positioned to benefit first. Themes such as AI infrastructure, retail brokers (supported by the convergence of crypto and U.S. stock trading), and digital-asset infrastructure are likely to lead the rally. The Nasdaq index is expected to see further upside in the near term, while select quality stocks offer notable rebound potential. As a globally leading Universal Exchange (UEX), Bitget has fully integrated tokenized stocks and futures products, bridging traditional finance with the wider digital-asset ecosystem. Through strategic partnerships with institutions such as Ondo Finance, Bitget Onchain now supports on-chain tokenized trading for more than 100 stocks and ETFs. Users can trade tokenized stocks—including NVDA, HOOD, TSLA, MSTR, COIN, META, and other popular names—directly in the spot market, and also access perpetual futures on individual stocks within Bitget's futures section.

Bitget·2025/12/12 09:06
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

This year's market has been driven primarily by the growth of DATs, ETFs, and stablecoins. Strong institutional inflows indicate that mainstream U.S. capital is now entering the crypto market. However, after the October 11 black swan event, the market underwent a significant correction due to deleveraging. Even so, several indicators now suggest that a bottom may be forming. Our recommended assets are BTC, ETH, SOL, XRP, and DOGE.

Bitget·2025/11/28 10:08
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global markets are experiencing multiple transformative catalysts supporting the recovery of risk assets. For instance, Trump has revived his proposal to distribute $2000 "tariff dividend" checks to every American using tariff revenues. While the plan faces hurdles such as congressional approval and inflationary concerns, it has already boosted consumer confidence and is expected to inject trillions of dollars in liquidity, benefitting high-growth technology sectors. Meanwhile, the U.S. government shutdown has reached a record 41 days. With the Senate having reached an agreement, it's expected to end on November 11—potentially triggering a renewed fiscal injection of tens of billions of dollars and a V-shaped rebound similar to past shutdown recoveries. Market expectations for a rate cut at the Federal Reserve's December FOMC meeting are also rising, with a 62.6% probability priced in for a 25-basis-point cut. Some Trump-backed officials even advocate for a 50-basis-point reduction, which would extend the easing cycle and further stimulate investment in crypto and AI infrastructure. Together, these factors may drive a 5–10% rebound in total crypto market capitalization, creating a window of opportunity for allocation to high-quality projects.

Bitget·2025/11/14 10:16
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

After the largest liquidation in history on October 11, market liquidity took a severe hit, with reports suggesting that many mid- and long-tail market makers suffered heavy losses. Consequently, it may take considerable time for liquidity conditions to normalize. The mass liquidation was primarily triggered by Trump's announcement of a 100% tariff hike on China, followed by a chain reaction from the USDe depegging incident. As a result, the market has likely entered oversold territory.

Bitget·2025/10/24 10:26
Flash
08:50
Federal Reserve Study: Dilemma Weakening Under Oil Price Shock, Can Prioritize Inflation Control
BlockBeats News, June 5th, the latest research from the Boston Fed pointed out that with the improvement in energy efficiency and the growth in domestic crude oil production, the U.S. economy's sensitivity to oil price increases has significantly decreased. Unlike the oil crisis of the 1970s, the current oil price increase no longer massively impacts the job market. The additional jobs created by the oil and gas industry's expansion can partially offset the pressure on other industries. Therefore, the possibility of high oil prices leading to a "stagflation" situation of high inflation and high unemployment has noticeably decreased. However, the report also warned that the cushioning effect of oil price shocks on employment has weakened, implying that the inflationary pressure from rising energy prices may be more enduring. The Fed does not need to overly worry about energy price hikes leading to an economic downturn, but should focus more on containing inflation. The current market consensus is that the Fed's June meeting will keep rates unchanged, but some officials have begun discussing the possibility of raising rates later this year. Meanwhile, Morgan Stanley believes that the current oil price surge is more of a short-term supply disruption and is not sufficient to be a key factor driving rate hikes. The institution expects the U.S. interest rate to remain unchanged for the whole year and is likely to start a rate-cutting cycle in 2027. However, as geopolitical conflicts push up energy prices, the market's view on the Fed's policy path has significantly shifted. Fed officials have recently been sending frequent hawkish signals, emphasizing that if inflation remains persistently above the target level, further policy tightening is not ruled out.
08:49
With foreign exchange reserves hitting a record low and less room for intervention, can the yen still hold the 160 mark?
Japan’s foreign exchange reserves fall to record lows, intervention space narrows—can the yen still hold the 160 threshold?
08:49
Silver drops over 1.5%: Middle East conflict fails to boost safe haven demand, rate hike expectations remain the main factor
Silver down over 1.5%: Middle East conflict fails to boost safe-haven demand, rate hike expectations are the main reason
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