Data center and crypto-adjacent equities are opening 2025 with impressive momentum. The sector is significantly outpacing traditional tech giants. Look at the scorecard: CRWV jumped 12.1%, APLD surged 11.5%, while BITF—the major bitcoin mining play—climbed 11.3%. IREN added 10.3%, CIFR held steady at 10%, and WULF, GLXY, NBIS followed with 8.8%, 7.7%, and 6.7% respectively. Meanwhile, the heavyweights tell a different story. NVDA managed just 1.5%, and ORCL barely budged at 0.5%. The divergence speaks volumes. While AI and cloud infrastructure remain important, the data center infrastructure sector—particularly those with exposure to blockchain and cryptocurrency operations—is attracting fresh capital and investor confidence. It's a clear signal that market participants are betting on the expansion of compute-intensive industries beyond traditional enterprise applications.

When the market punishes "perfection"... A harsh lesson from the 2025 bottom - In markets, the spotlight always shines on the winners. But true wisdom is always hidden in the "losers' list." The worst-performing companies in (S&P 500) for 2025 are not bankrupt firms, but giants everyone believed to be invincible. Here’s what this list tells us about the market psychology this year. - 1. The fall of "free" growth stocks Losing a company like (The Trade Desk - ‎$TTD) and (Fiserv - ‎$FISV) about 67% of its value in one year means one thing: "Bubble valuation burst." The market no longer spares companies pricing in "perfection." Any slight slowdown in growth is met with collective punishment. Investors fled the promises of tomorrow in fintech and advertising. -- 2. Consumers tighten their wallets Look at these names: Lululemon ( ‎$LULU ): -45.7% Chipotle ( ‎$CMG ): -38.6% Target ( ‎$TGT ): -27.7% These companies were symbols of consumer strength. "Lululemon" no longer sells a "lifestyle" but now sells expensive clothes in times of austerity. And "Chipotle" is no longer the easy lunch option. The message is clear: Consumers in 2025 have become very price-sensitive, and companies relying solely on "brand" paid the price. -- 3. Even "defensive" stocks didn't protect you The biggest surprise is the presence of consumer staples (Staples) and healthcare: Clorox ( ‎$CLX ): -37.9% UnitedHealth ( ‎$UNH ): -34.7% General Mills ( ‎$GIS) : -27.1% We usually turn to these stocks as safe havens. But when these defensive stocks decline so strongly, it often indicates a structural change (possibly margin pressures or rising debt costs). - Summary: Mean Reversion (Mean Reversion) This list is a reminder of an eternal financial principle: "The tree does not grow to the sky." Stocks that soared high in 2023 and 2024 have come back down to earth in 2025. Financial intelligence is not in chasing what rises, but in knowing when the "beautiful story" becomes too costly. Now, a question for the bold investor: Among this rubble, do you see "value traps" (Value Traps) to avoid, or are there historic opportunities to buy excellent companies at half price? Share your opinion with me.. Which of these companies might come back to life in 2026? Follow me here $BTC #My2026FirstPost

New Year's Day back to my hometown, and I also took some time to think about how to trade cryptocurrencies in 2026. In the end, I chose a steady approach— 1⃣️Hold U tokens and patiently wait for undervalued opportunities. When the Ahr999 index drops below 0.45, buy #BTC #BNB, #Link, and other mainstream coins according to percentages. 2⃣️Maintain steady financial management. Continue low-interest dual-currency investments, keep an eye on major mainstream CEX announcements daily, and participate in quality financial activities when available. This part has an annualized return of at least 20%. 3⃣️Keep stacking gains. Any small profits or opportunities should be taken whenever possible. 4⃣️Be cautious with contract-based "土狗" (shady projects). Only use a small portion of profits for small trades or avoid them unless there is a reliable opportunity. 5⃣️Where profits come from, allocate 50% of the profits for compounding. Crypto trading profits and losses have the same source. Don't be greedy or gamble, and you won't lose. Rushing leads to failure; taking it slow will take you further.