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Qiao Wang's Survival Rules in the AI Era: Hold 40% Cash, Invest Heavily in Google, Beware of the Crypto Bubble
Qiao Wang shared her 2026 investment strategy: Market sentiment is optimistic but valuations are high; allocate 40% to cash; be optimistic about stocks such as Google, Tencent, and Adobe; AI will reshape startups; moats are weakening but enterprise-level advantages are solid; health focuses on diet, sleep, and exercise.The most crowded short position in history is paving the way for a bull market in US Treasury bonds.
Bonds are expected to outperform stocks in 2026, driven by high US interest payments, deflationary signals, a short squeeze on bonds, and trade conflicts, making long-duration US Treasuries a potentially high-return asset.RWA Power Map: A Comprehensive Guide to How Five Major Agreements "Divide" Trillions of Institutional Capital
The institutional-grade RWA tokenization market is worth nearly $20 billion. Five major protocols—Rayls, Ondo, Centrifuge, Canton, and Polymesh—are driving the on-chain migration of trillions of dollars in assets, addressing the needs of bank privacy, retail distribution, asset management, Wall Street settlement, and securities compliance, respectively.