1. Hezbollah attacked Nahariya, resulting in the deaths of 2 Israelis. The Israel Defense Forces reported firing 10 rockets, some of which were intercepted while others struck towns in western Galilee.

2. NATO stated that a certain country is providing #俄罗斯 advanced technology for producing missiles and drones, inciting the largest military conflict in Europe since World War II.

3. The Iranian president stated #伊朗 that it is necessary to engage with the United States and expressed that Iran should treat its enemies with tolerance as Trump is about to take office.

4. China showcased the advanced Z-20 helicopter at the Zhuhai Airshow, including a new naval variant that enhances China's anti-submarine warfare capabilities, the Z-20J, and the upcoming Z-20F variant based on the American Black Hawk, which is expected to enhance China's ability to defend against underwater threats during the modernization of the Chinese navy fleet.

5. It was reported #meta that the open-source AI #Llama #ChatBIT has fallen into the hands of a certain country's military, allegedly being used for intelligence gathering and strategic decision-making.

6. Buffett has been selling stocks for the past three quarters, Berkshire Hathaway's net stock sales in the third quarter were valued at 34.6 billion dollars, marking the eighth consecutive quarter of stock sales. Buffett also sold 100 billion dollars worth of Apple stocks in the second and third quarters, reducing his holding ratio by 67% throughout 2024. Does he sense something? (Figure 1)

7. With Trump taking office, geopolitical risks may increase, potentially causing significant fluctuations in investment markets, including stocks and cryptocurrencies #Crypto🚀🚀 .

8. South Korean retail investors, due to increased interest in tech stocks and leveraged funds, have boosted their holdings of U.S. stocks by over 100 billion dollars. It seems South Korean investors are fierce, not only in the cryptocurrency market but also heavily invested in the stock market! (Figure 2)

9. According to a Bank of America survey, in November, global investors' positions in U.S. stocks rose to the highest level since August 2013. The fund manager survey indicated that the assets under management totaled 503 billion dollars, conducted from November 1 to November 7 (Figure 3).

10. Everyone is worried about inflation occurring after Trump takes office, but one of his policies is corporate tax cuts, which lowers business costs and boosts profits and company earnings, a positive for investments.

Commodity prices usually align with overall inflation, which means when commodity prices drop, inflation tends to drop as well. However, as inflation decreases, it often pushes up stocks and other investment markets.

Based on current commodity prices, deflation is expected to persist, and at least before a recession occurs, the stock market and $BTC will still be in a bull market. Trump's ascent may mean that corporate tax cuts in the U.S. will not trigger severe inflation at least for now.

11. It's so crazy, when Bitcoin #BTC☀️ reached 89000, global liquidity didn't really increase much, with the global flood of money coming? Amazing Chad (Figure 4)

12. Bitcoin $BTC supply profit: 100%, basically all profitable, but strangely the risk factor is only 25, the last relatively high point saw the risk rise to 81, it seems this is not a peak yet, the short-term spike is partly due to the unwinding of leverage, and there may also be concerns about the data in the next two days (Wednesday's CPI inflation, Thursday's PPI inflation and initial jobless claims, Federal Reserve Chairman Powell's speech)