Group 1 - The report from JPMorgan undermines the optimistic projections of a $2 trillion stablecoin market, highlighting a disconnect between market expectations and reality [1] - The surge in trading volume among major stablecoin issuers coincided with the passage of the legislation, suggesting prior knowledge of the outcomes [1] Group 2 - The volatility in the tech sector is illustrated by the rapid shifts in expert recommendations, leading to significant market fluctuations [3] - The stock market is characterized as a battleground for pricing power, where those lacking it are at a disadvantage [4] Group 3 - The white liquor stock crash in 2025 serves as a cautionary tale, with early warning signs in inventory data being overlooked [5] - The rise in oil prices was foreshadowed by unusual increases in institutional inventory data prior to media coverage of Middle Eastern conflicts [7] Group 4 - JPMorgan's confidence in its quantitative models contrasts sharply with the struggles of ordinary investors to interpret market signals accurately [9] - The importance of solid data foundations for financial innovations is emphasized, suggesting that unsupported judgments can lead to poor decision-making [10]
摩根大通戳穿加密币泡沫,真相让所有人沉默