Topics
Difficulty
Articles (18)
From "Shiso Leaf" to 45‑Fold Myth: Decrypting the Alternative Investment Philosophy of Serenity
In May 2026, the anonymous account "Serenity" posted a 4502.45% annual return, earning the title "White‑Haired Stock God" and rapidly surpassing 750,000 followers on X. His core investment philosophy can be summarised as the "Shiso Leaf" theory and the "Chokepoint" theory – not chasing giants, but deeply cultivating irreplaceable "bottleneck" links in the industry chain, using public information to uncover undervalued assets. His holdings are concentrated in global small‑ to mid‑cap tech stocks in photonics, semiconductor substrates, and power semiconductors. CoinW has listed AI‑theme tokens such as TAO, RENDER, and FET, but no token exclusive to him. Risks to note include his unverified identity, post‑surge pullbacks, and high volatility in crypto assets.
Analysis of the U.S. Equity AI Industry Chain Investment Logic
In 2026, the U.S. equity AI investment logic is shifting from concept speculation to earnings delivery. A capital expenditure super-cycle, led by hyperscale cloud providers, has taken shape, with total annual CapEx expected to exceed $700 billion, securing order visibility for the industry chain over the next 12–24 months. Within the three‑tier structure of the industry chain, compute infrastructure (Nvidia, Broadcom, etc.) offers the highest certainty; the foundation model layer still faces unclear profitability paths; and the application software layer benefits from dual optimization of revenue and costs. Investment opportunities are spreading sequentially across compute, storage, optical communications, and power supply. CoinW has launched its TradFi zone, supporting trading in U.S. equities such as Nvidia and Google, as well as AI‑theme tokens including TAO, RENDER, and FET. Risks to watch include elevated valuations, slowing CapEx growth, and geopolitical factors.
Capitalizing on SpaceX's Growth: A Complete Guide to Trading SPCX
Discover what SPCX is and how everyday investors can gain exposure to SpaceX's growth on CoinW using USDT. Access one of the world's most anticipated private tech companies with low capital requirements, no lock-ups, and flexible trading opportunities.
What is Pre-IPO? How Everyday Investors Can Access SpaceX and OpenAI Early on CoinW
What is Pre-IPO? Discover how everyday investors can bypass big capital to trade star assets like SpaceX and OpenAI early on CoinW with zero lock-ups.
What Is TradFi? Trade Top Global Assets on CoinW
Learn what TradFi is and how to easily invest in global markets. Trade crypto by day and US stocks by night on CoinW with USDT and no account hassles.
Gold Plummets 27% in Record Drop: Constructing All-Weather Hedging Strategies with Crypto and Traditional Assets Amid Geopolitical Conflict
Extreme liquidity crises shatter the myth of absolute safe havens in single assets. As geopolitical conflicts breach gold's traditional defenses, embracing the agility of asset tokenization (RWA) and the non-correlation of native crypto networks has become the ultimate margin of safety for building a cross-cyclical, all-weather hedging portfolio.
From "Black Gold" to "Digital Gold": The Tug-of-War Between Oil and Bitcoin
Oil prices are skyrocketing? Yet Bitcoin remains lukewarm! Don’t worry; let’s examine the intricate connection between oil and Bitcoin in detail.
Traditional Assets Dominate On-Chain Markets: Is the Endgame for Crypto a Move Toward Traditional Finance?
Is the future of cryptocurrency to swallow the traditional financial market whole?
Deep Dive into Crude Oil Trading: What is the Difference Between WTI and XTI? An Essential Energy Market Guide for Investors
WTI serves as the physical soul and pricing anchor of the global energy market, while XTI acts as the financial bridge connecting macro liquidity with retail traders in the digital age.