ChainCatcher news, according to Jinshi, U.S. bank strategists expect that after the U.S. stock market halted its continuous rise in early 2025, its leading advantage will continue to fade. Strategists, including Michael Hartnett, pointed out that year-to-date, the returns of stock markets in Brazil, Germany, the UK, China, and Canada have outperformed the S&P 500 index, due to the so-called seven major tech companies failing to provide the momentum they have historically offered. They recommend going long on Chinese stocks, as they anticipate that the trade and tech war will not escalate.On the bond front, U.S. Bank expects U.S. Treasury yields to fall below 4%, as President Trump hopes to address government spending issues to prevent a spiraling debt situation, while also seeking Congressional approval for his tax cut plan.

ChainCatcher news, according to Hong Kong media Ming Pao, blockchain data company Kaiko's senior research analyst Dessislava Aubert pointed out that since the end of September, the world's largest stablecoin USDT, which is pegged to the US dollar, has occasionally fallen below the fundamental exchange rate of 1 dollar. Hashkey CEO Ong Hsiu Chi stated that if traders are eager to convert their funds back to fiat currency, it can be inferred that they are rushing to buy Chinese stocks.In addition to retail investors, some institutional investors are also increasing their holdings in Chinese stocks. Crypto hedge fund MNNC Group indicated that some of its institutional investor clients have also shifted their fund allocations to Chinese stocks. On the Binance platform, each USDT can be exchanged for 6.78 to 6.98 yuan, while in the traditional currency market, the offshore yuan to US dollar exchange rate is around 7.09. Due to the discount of USDT relative to the US dollar, investors may choose to buy USDT with US dollars, then exchange it for yuan for arbitrage, investing in the Chinese stock market for higher returns.Goldman Sachs upgraded its investment rating for the Chinese stock market to "overweight" over the weekend, expecting an upside potential of 15% to 18% for Chinese stocks.

ChainCatcher news, 10x Research stated in its latest report that the crypto market is undergoing some significant changes. While short-term concerns are evident, larger trends may soon overshadow these worries. Last night's market adjustment may have stemmed from weak economic data from China, indicating a need for additional stimulus measures.As a result, speculative traders may have shifted from Bitcoin to Chinese stocks for higher beta exposure. There are also concerns about the weakness at the beginning of the month. Additionally, Bitcoin's short-term technical indicators appear to be overbought.