Hello friends of moomoo, it's been a long time since I last updated an article. Today, let’s talk about the latest turmoil in the cryptocurrency and precious metals markets. At the end of January 2026, Bitcoin $Bitcoin (BTC.CC)$ has fallen below the $80,000 mark, hitting a low of $75,000, with a single-day drop of over 6%. The entire crypto market’s value has evaporated by more than $100 billion in the past 48 hours. Ethereum $Ethereum (ETH.CC)$ fared even worse, plummeting 15% to below $2,300. This is no accident but something I warned my friends about when the Chen Zhi incident broke out: the 'decentralization' myth of cryptocurrencies is facing its toughest test. Market funds are rapidly rotating into traditional safe-haven assets like gold and silver.As it turns out, my predictions are being realized step by step. Below, I’ll provide a detailed analysis and share some personal insights.
The Chen Zhi Incident: A Fatal Blow to Crypto Decentralization
Recall October 2025, when the U.S. Department of Justice filed high-profile charges against Chen Zhi, chairman of Cambodia's Prince Group, accusing him of masterminding a cross-border pig-butchering crypto scam involving telecom fraud, money laundering, and human trafficking. Most shocking was that the U.S. authorities directly confiscated 127,000 Bitcoins controlled by Chen Zhi, valued at $15 billion (approximately RMB 106.9 billion). These BTCs were traced through blockchain tracking and wallet address identification, including some mining pool assets stolen as far back as 2020...

$Unity Software (U.US)$
This news about Google has been around for a while. It was just officially confirmed today. I think it's a bit exaggerated. Everyone can create their own world? Like parallel universes? The energy on Earth wouldn't be enough to support Google’s computing power. If you’re talking about everyone sharing a virtual world, where each registered user can design within their own space and connect with others’ worlds, that’s not really a new concept, is it? Isn’t that how mainstream gaming worlds already work? Google’s version just adds some self-created elements. It’s just for fun. If this were to be used as a game, first, not everyone has game development skills, and second, this thing isn’t quite qualified to be a game—it’s neither here nor there. It’s only good for personal amusement. It’s somewhat similar to the logic behind Adobe being suppressed.

$Unity Software (U.US)$
In the official technical documentation from Google DeepMind, the original statement about Unity is as follows:
• Technical positioning comparison: The original text explicitly states that 'Project Genie and the Unity engine are fundamentally different technologies serving distinct purposes.'
• Unity’s irreplaceability: In the original text, Google defines Unity as a 'full-featured game development engine' and emphasizes that it is an industrial-grade tool used by developers to 'manually create commercial-grade games.'
• Genie’s true identity: Google describes Genie as merely an 'experimental AI research model,' designed to generate interactive environments through prompts, rather than replace existing development workflows.
2. In-depth analysis: Why does Google need to mention Unity?
The mention of Unity in the original text was actually intended to give the market a **'heads-up,'** but clearly, the folks on Wall Street didn’t get the message:
• Acknowledging ecosystem barriers: Google is well aware that even if AI can generate visuals, the underlying logic code, resource management, and multi-platform packaging (iOS, Android, PC) all lie in Unity’s hands. Mentioning Unity is an acknowledgment...

$Micron Technology (MU.US)$ Next week we will see 380

Inviting you to join the server PriceAction U.S. Stock Momentum Stocks
Storage: One of the few high-certainty themes for 2026
In his latest CES speech, Huang clearly mentioned that AI is revolutionizing the entire computing stack.Storage is the next 'explosive point'.
Keyword: 'Context Memory' directly integrates storage into AI server racks.
What does this mean?
AI iteration will drive up demand for high-capacity, fast read-write storage on the server side, and this demand will grow exponentially.
In my opinion, the companies with the best combination of certainty and valuation match are these:
$Micron Technology (MU.US)$
$Western Digital (WDC.US)$Hybrid structure, focusing on high-performance enterprise SSDs
$Seagate Technology (STX.US)$Server HDD and enterprise-level storage segments show stronger elasticity
$SanDisk (SNDK.US)$
The storage segment isStrong fundamentals + Industry trend consensusA main theme worth tracking and continuing to allocate towards.
II. Semiconductor Packaging and Testing: $Taiwan Semiconductor (TSM.US)$The link that benefits most easily after production capacity overflow
Supply bottlenecks + demand spillover can quickly amplify gross margin and revenue elasticity.
These few stocks are worth your attention:
$Amkor Technology (AMKR.US)$Global packaging and testing giant, the most direct beneficiary of Taiwan Semiconductor's transfer orders
$Marvell Technology (MRVL.US)$
...

Looking back at 2025, it was indeed a tumultuous year. There were pullbacks and emotional fluctuations in the middle of the year, but ultimately $S&P 500 Index (.SPX.US)$ the whole year still recorded an increase of nearly 18%, marking the third consecutive year of 'giving out market bonuses.' Because of this, everyone’s questions are pointing in the same direction:
Can we continue to rise in 2026?
My judgment is very clear, summarized in four words: unimpressive performance. It's not bearish, but there will be little surprise at the index level, although structural opportunities will still exist, and the divergence will be more pronounced than in previous years.
1. Macro and Policy Background: The stage is set, but no extra drama will be added
1. Risk Side: Decreased probability of black swan events
Systemic shocks such as trade wars and extreme geopolitical conflicts are unlikely to be the main theme for the entire year of 2026. They won't completely disappear, but will become 'noisy,' creating more short-term disturbances.
2. The Fed: Providing support rather than firefighting
The market consensus for 2026 is:
There is room for interest rate cuts
But the pace is restrained
There will be no restart of aggressive easing
The Federal Reserve is more like a 'convoy leader' rather than a fire brigade rushing to the front. The market bottom is supported, but the upward slope is limited.
3. The real watershed: From directional judgment → structural choice
In 2026, the index will no longer be the key variable determining your returns; selecting industries and companies will be.
II. Policy logic breakdown: Short-term stimulus + medium-term liquidity
(I) Short-term: Impulse rally driven by consumption stimulus
Once out...