Don't stare at the rearview mirror while driving

Many people have been quite successful in the past; a certain AI professional blogger had a return rate of 76% on their 'risk-free portfolio investment' in the US stock market last year.

But now the black swan DeepSeek has appeared, and we don't know if there will be a flock of black swans behind it.

In the past two years, Wall Street investors have never considered the existence of 'China' in the AI field.

All narratives and factor analyses only considered the United States.

Until... DeepSeek appeared.

Now Wall Street needs to reassess the position of Chinese tech companies in the AI race.

This means that it is necessary to reconstruct valuation models and investment strategies.

Currently, we do not know how many more DeepSeeks can be released from this 'Pandora's box' called China.

Everything has become uncertain.

Interestingly, cryptocurrencies and Bitcoin now appear to be more certain.

Whether it's the BRICS countries or China itself, it seems that there are still no plans at the moment.

Wait, the Chinese government already holds 190,000 Bitcoins, more than the US government,

And Hong Kong is already piloting various cryptocurrency deployments, stablecoins, exchanges, ETFs, and street exchange shops.

What if the Chinese government has a change of heart...