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Taiwan Semiconductor Manufacturing Company (TSMC) (2330) today (1/6) once again hit a new all-time high, closing at 1705 NT dollars. Foreign investors have been raising their target prices, with the highest reaching 2400 NT dollars. Renowned financial YouTuber You Tinghao provides an in-depth analysis, exploring TSMC's future competitive advantages and potential challenges from perspectives such as the shift in AI revenue structure and ETF market effects.
AI Revenue Share Surge and Profit Structure Transformation
TSMC's operational fundamentals are undergoing a structural change, shifting from reliance on consumer electronics (like iPhone) to high-performance computing (HPC) and AI at its core. It is estimated that by 2027, AI-related revenue share will increase from the current 20% to 40%, directly driving upward revisions of profit expectations.
Furthermore, in the advanced packaging capacities of 2nm and CoWoS, TSMC is expanding at a rate of 4% annually.

AMD unveils the next-generation Ryzen, Ryzen AI, and ROCm hardware and software platforms at CES 2026 International Consumer Electronics Show, showcasing the latest layouts for client computing, gaming graphics, and AI computers. From Copilot+ PC, mobile and desktop processors to AI development platforms and gaming technologies, AMD continues to strengthen its competitiveness in the high-performance AI computing market through a complete product lineup and an all-in-one software architecture.
Artificial intelligence experiences are becoming a core requirement for personal computers. AMD is therefore continuously expanding and deepening its processor product portfolio. At CES, AMD announced the new Ryzen AI 400 series and Ryzen AI PRO 400 processors, targeting the consumer and commercial Copilot+ PC markets. They also introduced high-end ultra-thin laptops with...

Well-known tea restaurant owner Luo Yixiang is suspected of operating money laundering and gambling websites under the restaurant's name, involving a cash flow of 30.6 billion yuan, with personal profits exceeding 300 million yuan. Prosecutors have indicted him and 35 co-conspirators and are requesting heavy sentences. A large amount of cash, virtual currency, and real estate have been seized.

Japanese Finance Minister Katayama Satsuki recently expressed support for integrating cryptocurrency trading into stock exchanges, forecasting 2026 as the "Digital Year," and emphasizing the promotion of digital assets into the mainstream financial system. This includes pushing for cryptocurrency ETFs, tax reform, and legal status adjustments to enhance the regulation and social acceptance of cryptocurrencies.

Digital asset management company Grayscale (Grayscale Investments) announced that its Ethereum ETF will begin distributing cash rewards from on-chain staking to investors for the first time. This marks the first time a U.S.-listed spot crypto ETF has directly linked its dividends to on-chain staking activities.
Staking mechanism to be activated in 2025, paving the way for future dividends
Back to October 6, 2025, Grayscale officially activated the Ethereum staking mechanism for its Ethereum-related investment products. Through institutional-grade custodians and third-party validator service providers, the fund’s holdings of Ether were put into staking operations.
This adjustment makes Grayscale’s Ethereum ETF "ETHE" and Ethereum "Mini Trust ETF" the first crypto spot ETFs in the U.S. market capable of indirectly participating in Ethereum staking.
First announcement of staking distribution

During the 2026 CES exhibition, NVIDIA CEO Jensen Huang delivered the keynote speech titled "NVIDIA Live" in Las Vegas. Rarely did he mention the GeForce graphics card product line, instead focusing entirely on data centers, autonomous vehicles, robotics, and open models.
In this speech, Jensen Huang announced that NVIDIA has partnered with Mercedes-Benz, and the first AI autonomous vehicle has officially entered mass production. The safest Mercedes-Benz CLA, certified by NCAP, is equipped with NVIDIA's automotive model Alpamayo. It is expected to be launched in the US market in Q1, enter Europe in Q2, and potentially arrive in Asia as early as Q3 this year.
The highly anticipated Vera Rubin is also fully投入 mass production. This is NVIDIA's in

Ledger, the cold wallet brand, has once again experienced a data breach scandal, but the cause was due to an incident involving third-party payment service provider Global-e. The official response stated that only names and contact information were leaked, with no payment information or private keys involved, ensuring the security of the wallet itself. This incident highlights the vulnerability of the cryptocurrency industry’s reliance on third-party services and also raises the risk of related phishing attacks.
Third-party payment partner affected by hacking incident at Ledger, security concerns emerge
On-chain detective ZachXBT posted last night that Ledger experienced another data leak due to its payment processing partner Global-e being hacked.
Global-e informed users via email that its cloud system was compromised, resulting in the exposure of some Ledger users’ personal information. The affected time, scope, and number of victims were not disclosed, but the breach has been confirmed.

Forecasting market giant Polymarket shifts focus from politics and sports to real estate, collaborating with on-chain real estate data platform Parcl. Users can directly bet on the price index fluctuations of major U.S. cities, bringing positive impacts to speculation, hedging, and price discovery in the housing market.
(Introduction to Polymarket Ecosystem: An Overview of 10 Major Prediction Market Tools Assisting Traders' Decision-Making)
Polymarket Teams Up with Parcl to Create Derivatives for Real Estate
Polymarket announced a partnership with on-chain real estate platform Parcl, launching a housing price prediction market within its interface. Using the daily U.S. housing price indices provided by Parcl, Polymarket will open markets for direct bets on whether housing prices will rise or fall, such as "What will be the median housing price in a certain city in a month, quarter, or even a year?"

Bloomberg analyst James Seyffart analyzed the fund flow trends of Bitcoin and Ethereum ETFs over the past year. Despite experiencing a challenging period for crypto ETFs at the end of 2025, they still demonstrated relative resilience and saw significant capital replenishment at the start of 2026.
Bitcoin ETF Shows Strong Resilience with Significant Capital Replenishment on the First Day of the New Year
Although from November to December 2025, the U.S. Bitcoin spot ETF experienced net outflows exceeding $6 billion, drawing market attention. However, according to data from Bloomberg analyst James Seyffart, this outflow accounted for less than 10% of the peak inflows of $62 billion in October of the same year. This indicates that most investors still prefer long-term holding, and the year-end outflows are more likely due to tax planning rather than trend reversals.

Entering a new year, the Bitcoin market has seen a long-awaited turning point. Bitcoin prices have recently rebounded strongly, breaking above the 200-day moving average for the first time since October last year, bringing a glimmer of hope to long-term cautious bulls. As the price structure improves, the market is beginning to focus on whether Bitcoin has the chance to break free from the bearish "death cross" pattern formed in November last year and re-establish a medium- to long-term upward trend. The accumulated compression momentum over the past few weeks has already been released upward. The 200-day moving average has stabilized again. If Bitcoin's price can close above $95,000 for several consecutive trading days, and the average daily volatility (ADX) continues to rise, then Bitcoin may be able to escape the death cross dilemma and form a "golden cross." A golden cross refers to the 50-day moving average (50-day EMA) crossing upward through the 200-day (200-day) moving average.

With the significant decline of BTC at the end of last year, the pioneer of Bitcoin reserve strategies, MicroStrategy (Strategy (), reported an unrealized loss of $17.44 billion in Q4. However, Strategy ) remains committed to the "Hodler" spirit, issuing common stock MSTR again to buy Bitcoin, increasing its total holdings to 673,783 BTC.
Bitcoin market price declines, Strategy's Q4 financial report faces a huge unrealized loss of $17.44 billion
Affected by Bitcoin's retreat from its high point, Strategy disclosed an unrealized digital asset loss of up to $17.44 billion in its Q4 2025 financial report. As of the end of 2025, its digital assets' book value was approximately $58.85 billion.
Although the accounting standards make the figures seem startling,

As the United States takes action against Venezuela, the energy market strengthened on expectations of infrastructure rebuilding, driving all major US stock indices higher. Despite the risks of geopolitical conflict, the market is focusing on the long-term revival plans for the energy industry and the easing of interest rate hike expectations due to a soft labor market. Meanwhile, the cryptocurrency market shows strong recovery momentum, with Bitcoin (BTC) rising to a one-month high, reaching a peak of $94,789 this morning, and Ethereum (ETH) also up 2.8% to over $3,200.
Energy stocks lead the rally, with US stocks rising across the board
Although the US attacked Venezuela and detained leader Nicolás Maduro Moros (Nicolás Maduro Moros), causing crude oil prices to rise, investors bet that this move would not lead to a larger geopolitical conflict, and the stock market still advanced. The Dow Jones Industrial Average touched 49,000 points intraday on Monday, closing

Taiwan stocks today (5th), driven by TSMC's strong performance, saw the weighted index surge by over 800 points during the trading session, reaching a high above 30,339 points, with a single-day increase of over 755 points, closing at 30,105.04 points, marking the first time surpassing the 30,000-point threshold and setting the highest closing record in history. The single-day gain was approximately 2.57%, with a transaction volume of NT$765.8 billion, the second-largest in history.
TSMC's single-day increase of 5.36% propelled the weighted index past 30,000 points
The first trading day of the 2026 Taiwan stock market opened with a new high, closing at 29,349 points. Today, TSMC (2330) closed up 5.36%, a daily increase of 95 NT dollars to 1,670 NT dollars. This also helped push the weighted index up by 755 points, closing at 30,105 points.
(Is it still worth entering the market to buy TSMC stocks in 2026?)
Last week, Kanghe Securities

As virtual private networks (VPN) become widely promoted "privacy tools" in the online world, related advertisements can be seen everywhere—from websites and apps to YouTube ads—highlighting anonymous browsing and personal data protection. In response, IBM security technology executive Jeff

As the US regulatory environment shifts with the passage of the GENIUS Act stablecoin bill, one of the Big Four accounting firms, PwC, has announced a full-scale entry into the crypto industry, covering everything from auditing and consulting to regulatory advisory. This move not only signifies the end of PwC's years of cautious observation but also heralds the rapid disappearance of the boundary between traditional finance and blockchain.
US Deregulation Spurs PwC’s Crypto Engagement: Now Is the Best Time
PricewaterhouseCoopers (PwC) US CEO Paul Griggs told the Financial Times in an exclusive interview that the company has launched a comprehensive internal deployment of personnel and expertise, actively expanding cooperation with crypto enterprises.
He pointed out that the key reason for this shift is the passage of the GENIUS Act and the clear regulatory framework for stablecoins, which led the company to believe that now is the best time to invest in the crypto ecosystem:
I expect that regulatory clarity will make

The U.S. military recently raided and arrested Venezuelan President Maduro, yet the whereabouts of a staggering $60 billion in Bitcoin, derived from national gold and oil revenues, remain unknown. Zerohedge reports that the person who truly holds the private keys is suspected to be the mysterious figure "Alex Saab," who has simultaneously laundered money for him and provided intelligence to the U.S. Drug Enforcement Administration (DEA).
Night of the Raid: Maduro is Arrested, but What About the Illicit Gains Behind It?
U.S. Delta Force stormed in, dragging Nicolás Maduro and his wife out of their bedroom and onto the USS Iwo Jima, preparing to face drug and weapons charges in Manhattan. However, as Washington celebrates this dramatic military victory, the world also begins to focus on another question: where is Maduro's money?
For years, the Venezuelan regime has drained the national treasury, enriching itself through the sale of gold and oil assets, and most of the funds