SellTheBounce

By the end of 2025, a global "Reality Awakening" is unfolding. Western countries that once loudly proclaimed "decoupling and breaking chains" are now facing an unavoidable ledger— the cost of leaving China far exceeds everyone's expectations. The US is convinced, South Korea is anxious, and Japan is stunned. This is not an exaggeration, but a harsh truth revealed only after countries used data to calculate precisely: China has become an indispensable part of the global economy.
Manufacturing Control: One-Third of Global Output Comes from China
Data speaks the loudest. In 2024, China's manufacturing value added accounted for nearly 30% of the global total, surpassing the combined total of the US, Japan, and Germany. Among the top 500 industrial products worldwide, China leads in over 220 types, ranging from micro-level daily necessities to macro-level industrial equipment—such a broad coverage makes it impossible for any other country to replicate.
The advantages in the new energy sector are even more significant. China accounts for 70% of global photovoltaic modules and 60% of wind power equipment.

Australia introduces new age verification regulations for search engines, while Ireland promotes EU social media real-name policies, aiming to combat online hate speech and misinformation. Both approaches share similar regulatory ideas, attempting to address online issues through identity verification, but face privacy and cost challenges in implementation. This trend may become the new normal for the future internet industry.

Canadabis Capital Inc. reported a net loss of C$128,539 in Q1, a decline from a profit last year, with revenues down to C$3.26 million. The company plans to issue shares to settle interest obligations instead of using cash, highlighting ongoing financial challenges.

On December 25th, the RMB performed strongly against the US dollar, with the USD/RMB exchange rate hitting a recent low, marking a new phase in the RMB appreciation cycle. Weak US dollar, central bank policy support, and year-end foreign exchange settlement demand are the main driving factors. Despite optimistic short-term expectations, international institutions still have differing views on the RMB outlook, and future exchange rate movements will be influenced by multiple variables.

2025 has come to an end, with various asset performances showing clear divergence. As we enter 2026, from digital assets like Bitcoin and Ethereum to safe-haven assets such as gold and silver, and to foreign exchange pairs like the US dollar and Japanese yen, which will become the key focus for allocation? Several top global financial institutions have provided their answers.
Cryptocurrency Assets: A New Cycle for Bitcoin and Ethereum
Bitcoin Price Surges Toward $150,000
In 2025, Bitcoin experienced a rollercoaster ride, ending the year roughly flat. However, as 2026 begins, institutional optimism has noticeably increased. Standard Chartered Bank has lowered its Bitcoin target price from $200,000 to $150,000, which, despite being a "downward adjustment," still hints at significant gains in 2026. Investment bank Bernstein is even more optimistic, expecting Bitcoin to reach $150,000 in 2026 and hit $200,000 in 2027.
The current spot price of Bitcoin is approximately 9126

Retail Investors' Power Reshapes the AI Stock Landscape
The investment market of 2025 has revealed an interesting dividing line—when Palantir Technologies (PLTR) stock soared to $194, with a market cap approaching $460 billion, Wall Street collectively sat back. According to data tracked by VandaTrack, retail investors' enthusiasm for this stock is extraordinary: just in the first half of 2025, retail net buying reached nearly $8 billion, an 80% increase compared to the previous year, and a 400% surge compared to 2023. Among all the stocks favored by retail investors, Palantir ranks only behind Tesla, Nvidia, and SPY, placing fifth. The buying power behind this trend is so substantial that it has driven the stock price to nearly triple in the past three years.
The proportion of holdings on the Robinhood platform remains high, WallStr

Have you ever wondered why some companies distribute stocks to shareholders while others pay cash? Which one is actually more beneficial for us? Today, let's talk about stock dividends.
Two Ways of Dividends: Stock Dividends vs. Cash Dividends
When a listed company makes a profit, besides investing in development and paying off debts, the remaining profit is usually distributed to shareholders. There are two ways to distribute dividends:
Method 1: Giving Stocks Directly (Stock Dividends)
The company issues new stocks to your account free of charge, increasing your total shares. For example, if you originally hold 1000 shares and the company decides to give 1 share for every 10 shares held, you will receive an additional 100 shares, bringing your total to 1100 shares. This is called "stock bonus" or "stock dividend."
Method 2: Giving Cash Directly (Cash Dividends)
The company deposits the money directly into your cash account. For example, if you hold 1000 shares and the company decides to pay a cash dividend of 5.2 yuan per share, you will receive 5

Recently, the RMB to USD exchange rate hit a new low for the period, and market appreciation expectations have warmed. The weakening of the US dollar, central bank policy support, and year-end foreign exchange settlement effects have driven the RMB to appreciate. It is expected that the RMB will still have room to appreciate in 2026, with various institutions predicting the USD to RMB exchange rate will fall within the range of 6.80 to 6.90.

The RMB has recently appreciated beyond an important psychological threshold, with the USD to RMB exchange rate falling to new lows. Weakness in the US dollar, central bank policies, and year-end foreign exchange settlement demand collectively drive the RMB's strength. Analysts believe that the RMB's appreciation will enhance the attractiveness of China's capital markets, and despite still being undervalued, the RMB is expected to continue appreciating in the future.

Last week, the international foreign exchange market showed divergence, with the US dollar index rising by 0.33%. The Japanese yen depreciated sharply to near the 158 level, increasing market expectations of Japanese government intervention. The euro against the dollar initially rose then fell, with a significant policy contrast. Investors should pay attention to the Bank of Japan and US economic data to assess the exchange rate trends.

This weekend, the global markets showed a mixed trend, with the three major US stock indices rising collectively and risk aversion easing, while the yen continued to depreciate. The latest Bitcoin quote is 91.43K USD, with a 24-hour increase of 1.85%; Ethereum is quoted at 3.14K USD, up 1.41% in the past 24 hours.
US stocks rebound, commodity prices hit new highs
The US stock market performed remarkably well, with the Dow Jones Industrial Average rising by 0.38%, the S&P 500 increasing by 0.88%, and the Nasdaq 100 leading the gains with a 1.31% rise. This rebound was driven by multiple factors: the Bank of Japan announced a 25 basis point rate hike, easing the risk of market carry trade unwinding; Micron Technology's impressive first-quarter earnings boosted market risk appetite. The VIX fear index dropped sharply by 11.57%, indicating a significant reduction in investor anxiety.
Tech stocks led the rally, with Oracle up 6.6%, and Nvidia and Broadcom rising by 3.9% each.

Why is now a good time to exchange for Japanese Yen?
As of December 10, 2025, the NT dollar to Japanese Yen exchange rate has risen to 4.85, compared to 4.46 at the beginning of the year, an appreciation of over 8.7%. At the same time, the HK dollar to Yen exchange rate has also experienced fluctuations, reflecting ongoing optimism in Asian currency markets towards the Yen. This is not just a coincidence of the peak travel season but also indicates that global investors are re-evaluating the value of the Yen.
The recent hawkish stance of the Bank of Japan is particularly noteworthy. Governor Ueda Kazuo has signaled a potential rate hike, with market expectations that the December 19 meeting will raise rates by 0.25 basis points to 0.75%, reaching a 30-year high. Japanese government bond yields have also climbed to a 17-year high of 1.93%. These signals are telling investors: the era of low interest rates for the Yen is coming to an end.
For Taiwanese people, exchanging for Yen is no longer just for shopping in Tokyo or skiing in Hokkaido. As the NT dollar faces downward pressure, the Yen as one of the world's major currencies is becoming an increasingly attractive option.

When investors are optimistic about a company but cannot find its traces on mainstream exchanges, OTC trading platforms (over-the-counter markets) become an alternative route. This market features diverse products, flexible trading options, and high leverage flexibility, but also comes with risks such as loose regulation and lack of transparency. To profit from the over-the-counter market, investors must thoroughly understand its operational logic.
The essence and definition of over-the-counter trading
OTC (Over The Counter) refers to over-the-counter trading, which is a trading method relative to centralized exchanges (such as stock exchanges). In OTC trading platforms, investors do not trade in a unified trading hall but buy and sell various financial products through dispersed channels—banks, brokerages, telephone systems, or electronic platforms—also known as "over-the-counter trading" or "off-exchange trading."
The biggest difference from centralized markets is that: the prices in over-the-counter trading are determined by the buyer and seller