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Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global risk assets are entering a phase where multiple catalysts are aligning, driving a new wave of momentum in technology and growth stocks. Trump has revived his "tariff dividend" proposal (a $2000 check per person), the U.S. government shutdown crisis is nearing resolution (with fiscal spending expected to resume before December 11), and the probability of a Fed rate cut in December has surged to 95% (with markets even partially pricing in a 50-basis-point cut). Expectations of ample liquidity are rising across the board. U.S. tech stocks and high-beta growth names are positioned to benefit first. Themes such as AI infrastructure, retail brokers (supported by the convergence of crypto and U.S. stock trading), and digital-asset infrastructure are likely to lead the rally. The Nasdaq index is expected to see further upside in the near term, while select quality stocks offer notable rebound potential. As a globally leading Universal Exchange (UEX), Bitget has fully integrated tokenized stocks and futures products, bridging traditional finance with the wider digital-asset ecosystem. Through strategic partnerships with institutions such as Ondo Finance, Bitget Onchain now supports on-chain tokenized trading for more than 100 stocks and ETFs. Users can trade tokenized stocks—including NVDA, HOOD, TSLA, MSTR, COIN, META, and other popular names—directly in the spot market, and also access perpetual futures on individual stocks within Bitget's futures section.

Bitget·2025/12/12 09:06
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

This year's market has been driven primarily by the growth of DATs, ETFs, and stablecoins. Strong institutional inflows indicate that mainstream U.S. capital is now entering the crypto market. However, after the October 11 black swan event, the market underwent a significant correction due to deleveraging. Even so, several indicators now suggest that a bottom may be forming. Our recommended assets are BTC, ETH, SOL, XRP, and DOGE.

Bitget·2025/11/28 10:08
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global markets are experiencing multiple transformative catalysts supporting the recovery of risk assets. For instance, Trump has revived his proposal to distribute $2000 "tariff dividend" checks to every American using tariff revenues. While the plan faces hurdles such as congressional approval and inflationary concerns, it has already boosted consumer confidence and is expected to inject trillions of dollars in liquidity, benefitting high-growth technology sectors. Meanwhile, the U.S. government shutdown has reached a record 41 days. With the Senate having reached an agreement, it's expected to end on November 11—potentially triggering a renewed fiscal injection of tens of billions of dollars and a V-shaped rebound similar to past shutdown recoveries. Market expectations for a rate cut at the Federal Reserve's December FOMC meeting are also rising, with a 62.6% probability priced in for a 25-basis-point cut. Some Trump-backed officials even advocate for a 50-basis-point reduction, which would extend the easing cycle and further stimulate investment in crypto and AI infrastructure. Together, these factors may drive a 5–10% rebound in total crypto market capitalization, creating a window of opportunity for allocation to high-quality projects.

Bitget·2025/11/14 10:16
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

After the largest liquidation in history on October 11, market liquidity took a severe hit, with reports suggesting that many mid- and long-tail market makers suffered heavy losses. Consequently, it may take considerable time for liquidity conditions to normalize. The mass liquidation was primarily triggered by Trump's announcement of a 100% tariff hike on China, followed by a chain reaction from the USDe depegging incident. As a result, the market has likely entered oversold territory.

Bitget·2025/10/24 10:26
Flash
10:31
Hyperliquid responds to concerns: the platform is fully solvent
Foresight News reported that Hyperliquid officially clarified a recent article that made false accusations against it, claiming that Hyperliquid had issues with solvency, integrity, and transparency. The responses to the 10 specific allegations are as follows:System undercollateralized by $362 million: Not true. The author ignored HyperEVM USDC (which runs parallel to the Arbitrum bridge). The current total USDC is $4.351 billions.Manipulating trading volume via TestnetSetYesterdayUserVlm: Not true. This is only a testnet function and cannot be called on mainnet.Certain users have privileges, such as fee exemptions or manipulating airdrop impact: Not true. All fees, balances, and trades are visible on-chain, with no distortion mechanisms.CoreWriter “God mode” can mint tokens, transfer funds, etc.: Not true. This is the way HyperEVM smart contracts send HyperCore operations, with no such privileges as described.Governance can freeze the chain, with no rollback function: Misunderstanding. Freezing is used for network upgrades, similar to hard forks on other chains. During the POPCAT event in November 2025, L1 was not frozen; only the Arbitrum bridge was automatically locked as a security measure.A single private key can instantly set oracle prices: Misunderstanding. The HIP-3 oracle is configured by the deployer and can use MPC, etc. Perpetual contracts operated by validators use a weighted median price with no delay to ensure security.Eight undisclosed addresses control all transaction submissions: Not true. Some transactions have been sent directly by validators. Future upgrades will include MEV and censorship-resistance mechanisms.Liquidation cartel has unfair advantage: Misunderstanding. Only HLP can perform backup liquidations, and deposits are permissionless. Most liquidations are handled through the order book.Hidden lending protocol involving over $1 million in funds: Not true. Portfolio margin, lending, and HLP are publicly announced pre-alpha versions with documented records.ModifyNonCirculatingSupply can change token supply: Not true. HIP-1 token supply is fixed. This function is for display purposes only and does not affect execution.
10:26
Hyperliquid clarifies false accusations: platform status is transparent and verifiable, gradual decentralization will ultimately lead to full open-sourcing
BlockBeats News, December 22, Hyperliquid officially clarified a recent article that made false accusations against it. The article claimed that Hyperliquid had issues regarding solvency, integrity, and transparency. The responses to the 10 specific allegations are as follows: System under-collateralized by $362 million: Not true. The author ignored HyperEVM USDC (parallel to the Arbitrum bridge). The current total USDC is $4.351 billion. Manipulating trading volume via TestnetSetYesterdayUserVlm: Not true. This is only a testnet function and cannot be called on the mainnet. Certain users have privileges such as fee exemptions or manipulating airdrop impact: Not true. All fees, balances, and transactions are visible on-chain, with no distortion mechanisms. CoreWriter "God mode" can mint tokens, transfer funds, etc.: Not true. This is a method for HyperEVM smart contracts to send HyperCore operations, with no such privileges as described. Governance can freeze the chain, with no rollback function: Misunderstanding. Freezing is used for network upgrades, similar to hard forks on other chains. During the POPCAT event in November 2025, L1 was not frozen; only the Arbitrum bridge was automatically locked as a security measure. A single private key can instantly set oracle prices: Misunderstanding. The HIP-3 oracle is configured by the deployer and can use MPC, etc. Perpetual contracts operated by validators use a weighted median price with no delay to ensure security. Eight undisclosed addresses control all transaction submissions: Not true. Some transactions have been sent directly by validators. Future upgrades will include MEV and censorship-resistance mechanisms. Liquidation cartel has unfair advantage: Misunderstanding. Only HLP can perform backup liquidations, and deposits are permissionless. Most liquidations are processed via the order book. Hidden lending protocol involving over $1 million in funds: Not true. Portfolio margin, lending, and HLP are publicly announced pre-alpha versions with documented records. ModifyNonCirculatingSupply can change token supply: Not true. HIP-1 token supply is fixed. This function is for display purposes only and does not affect execution.
10:15
DWF Labs completes its first physical gold transaction and plans to enter the RWA market
Foresight News reported that DWF Labs partner Andrei Grachev stated that DWF Labs has just completed its first physical gold transaction. This was a test transaction involving 25 kilograms of gold bars, and everything went smoothly. DWF Labs is expanding its business and plans to trade physical silver, platinum, and cotton in the future, with the vision of occupying a significant share in the RWA market.
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