Michael Burry says he added shorts in Micron, Palantir, Nebius and SOXX, citing rising Chinese memory supply. But PC-grade DRAM and AI-focused HBM face different supply conditions. What should investors watch?
blog.naver.com/hhh210_/22442…#MichaelBurry#Micron#Semiconductors
South Korea’s crypto tax is scheduled for 2027. How would gains on coins bought before then be calculated? A guide to the cost-basis rule, annual deduction and filing timeline. Article in Korean.
hhh210.tistory.com/45#CryptoTax#SouthKorea
Guaranteed principal and 15% returns? Korea’s financial watchdog warns of investment scams involving crypto and fake cooperatives. Guide in Korean.
hhh210.tistory.com/44#InvestmentScams#CryptoScams
A shark nicknamed “Bukang-i” has drawn crowds to a canal in Busan. Authorities plan overnight restrictions along the waterside during Chuseok. Visitors should stay behind barriers and never feed or approach the shark. Guide in Korean.
hhh210.tistory.com/42#Busan#Shark
The U.S. is reportedly exploring support for dollar stablecoin projects overseas. No specific projects or funding have been confirmed.
What could this mean for payments and Treasury demand? Full analysis in Korean.
hhh210.tistory.com/40#Stablecoins#DigitalDollar
엔비디아가 AI 반도체용 유리 기판 도입을 검토 중이라는 보도가 나왔습니다. HBM을 더 많이 배치할 가능성이 주목받지만, 실제 제품 채택과 공급계약은 아직 확정되지 않았습니다. 기술적 과제와 국내 기업의 준비 상황을 정리했습니다.
blog.naver.com/hhh210_/22442…#엔비디아#유리기판#HBM
The U.S. is reportedly exploring support for dollar stablecoin projects overseas, potentially involving private partners and federal agencies.
No specific projects or funding have been confirmed.
blog.naver.com/hhh210_/22442…#Stablecoins#USD#Crypto
Why do BTC, ETH and altcoins move differently? ETF inflows don't guarantee price gains, and falling BTC dominance doesn't mean every altcoin is rising.
A simple guide to flows, market cap and volume.
hhh210.tistory.com/35#Bitcoin#Ethereum#Altcoins
Bitcoin slipped to around $84.6K, while ETH and major altcoins also declined. Yet U.S. spot BTC and ETH ETFs recorded net inflows on Sep. 21–22.
A closer look at price action and ETF flows.
blog.naver.com/hhh210_/22442…#Bitcoin#Ethereum#Crypto
Bloomberg's Mike McGlone warns Bitcoin's $60K low may not be the cycle bottom. Yet BTC recently topped $86K. Watch US Treasury yields and spot ETF flows.
blog.naver.com/hhh210_/22442…#Bitcoin#BTC#Crypto
Hong Kong plans to expand regulated trading of tokenized gold and RWAs, alongside stablecoin settlement. The HK$1.3T figure refers to Exchange Fund Bills, not a confirmed token issuance amount.
blog.naver.com/hhh210_/22442…#RWA#HongKong#Tokenization
South Korea exported $34.1B in semiconductors on Sep 1–20, up 259.4% YoY and accounting for 47.8% of total exports. These are preliminary trade figures—not full-month results or earnings for individual chipmakers.
blog.naver.com/hhh210_/22442…#Semiconductors#KoreaExports#TradeData
국내 코인투자자 2,423명 설문에서 73.1%가 2027년 과세 시행 시 국내 거래소 이용을 줄일 가능성이 있다고 답했습니다. 국내 3대 거래소 거래대금 30% 감소는 실제 결과가 아닌 연구기관의 추정치입니다.
blog.naver.com/hhh210_/22442…#코인과세#가상자산
Bitcoin reached $86K in Wintermute’s Sept. 21 market update. The firm sees June’s low holding after the Fed hike and failed CLARITY procedural vote. Watch ETF flows and volatility, not just the short squeeze.
blog.naver.com/hhh210_/22442…#Bitcoin#BTC#CryptoMarkets
X has added a Trade button to supported stock and crypto Cashtags for U.S. users. Trades are completed through partner brokers and exchanges—not on X itself. South Korea availability remains unconfirmed.
blog.naver.com/hhh210_/22441…#X#Cashtags#Crypto