Strategic Opportunities in Supply Chains and Semiconductors

Bitcoin’s Price May Be Tied to China’s Money Moves

Cryptocurrency analysis firm Alphractal has highlighted a novel metric influencing Bitcoin price fluctuations, emphasizing the correlation between Bitcoin’s market performance and the global money supply dynamics, particularly in China. The firm’s latest report indicates that when the Chinese M2 money supply outpaces that of the U.S., Bitcoin typically experiences upward movement. This observation is based…

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The U.S.-China space race is getting tighter

The U.S.-China space race is getting tighter

CNBC’s Investing in Space newsletter offers a view into the business of space exploration and privatization, delivered straight to your inbox. Sign up to receive future editions. A Long March-12 rocket carrying a group of internet satellites blasts off from the Hainan commercial spacecraft launch site on Aug. 4, 2025 in Wenchang, Hainan. China News Service |…

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Strategic Opportunities in Supply Chains and Semiconductors

Nvidia’s Strategic Gambit in the U.S.-China Tech Rivalry

The U.S.-China rivalry over artificial intelligence has crystallized into a high-stakes contest for dominance in semiconductor technology. At the center of this struggle is Nvidia, whose strategic recalibration in 2025 reflects a delicate balancing act between geopolitical risk, regulatory constraints, and the explosive demand for AI infrastructure. For investors, the question is no longer whether…

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