Wealth Builder 이더리움 스테이킹 ETF 최근 시장에서 가장 주목할 키워드는 단연 이더리움 스테이킹 ETF입니다. 2026년 2월, 블랙록의 기존 펀드(ETHA)에서 거대한 자금 유출이 발생했어요. 이 현상은 단순한 차익 실현이 아닙니다. 새로운 수익형 펀드로 가기 위한 스마트 머니의 전략적 이동이죠. 오늘 이 거대한 흐름을 분석해 드려요. 기관 자본의 경로와 예상 수익률을 팩트 기반으로 짚어보겠습니다. 1. 블랙록 ETHA 유출, 이더리움 스테이킹 … Read more
최근 시장의 급격한 변동성 때문에 구리 슈퍼사이클 투자 방향성에 대해 고민이 많으실 텐데요. 이럴 때일수록 감정보다는 철저히 ‘수치’와 ‘팩트’에 기반해 시장을 바라보아야 해요. 2026년 현재 글로벌 구리 시장은 단순한 수급 불균형을 넘어섰습니다. 이제는 AI 혁명과 에너지 전환이 교차하는 지점에서 구리 슈퍼사이클이라는 거대한 패러다임 전환기에 진입했어요. 본격적인 구리 슈퍼사이클의 서막이 올랐다는 확실한 데이터들을 오늘 상세히 분석해 … Read more
Otsuka Pharmaceuticals Voyxact Recently, Otsuka Pharmaceuticals‘ Voyxact has captured the attention of the global biopharmaceutical sector and data-driven book ants, and we're going to take an in-depth look at what makes this breakthrough drug for the incurable disease called immunoglobulin A nephropathy (IgAN) such a worthy investment. 1. IgA nephropathy, the silent assassin, and Voyxact's ’proteinuria halving' innovation IgA nephropathy is a disease that, within 10 to 20 years of onset, patients... Read more
Amazon's Q4 25 Earnings Announcement Think it's just an e-commerce store? Crack open the data, and Amazon's business model has entered a whole new phase. Amazon's Q4 25 earnings announcement, in particular, clearly showed how the giant is simultaneously dominating the world's physical and digital infrastructure. Annual revenue for 2025 was $716.9 billion, up 121 TP3T year-over-year. More detailed original financials... Read more
The outlook for Korean console gaming stocks in 2026 is uncertain, but the data shows a clear opportunity. Today, we're going to take a hard look at the most frequently asked questions about the outlook for Korean console game stocks in 2026. There's always a chance for big gains at the point of paradigm shift. As of February 2026, the Korean gaming industry is in the midst of a massive... Read more
Erebor Bank The U.S. Office of the Comptroller of the Currency (OCC) has granted a national bank charter to a startup bank, and it's called Erebor Bank. This isn't just another bank charter - it's a historic event that fills a void in tech finance left by the collapse of the Silicon Valley Bank (SVB) in 2023. It marks the entry of the techno-political worldview of Peter Thiel and the rest of the ‘PayPal Mafia" into the top echelons of US institutional finance. It's the first national chartered bank to be approved in President Trump's second term. This... Read more
Hello, this is Wealth Builder. Investors, take a look at your smartphones right now. How many apps do you have installed? Probably dozens, if not hundreds. However, today we must confront shocking data that signals the twilight of the App era that has dominated the IT ecosystem for the past 15 years. We are officially ... Read more
Palantir vs Anthropic When companies adopt AI agents with the ultimate goal of becoming an Autonomous Organization, the debate of Palantir vs Anthropic is front and center. These two massive undercurrents are currently colliding in the market, representing two entirely different philosophies on building the future of enterprise AI. Many investors simply categorize them as ... Read more
AI drug discovery For decades, the pharmaceutical industry has been plagued by a bizarre paradox: while technology has advanced by leaps and bounds, the cost and time to create a new drug has grown exponentially - until AI drug discovery platforms really took off. This is Eroom's Law, the harsh reality of Moore's Law turned upside down. As of 2025, it takes an average of 10 to 15 years and more than $2 billion to get a new drug from the lab to a patient's bedside... Read more
Hello Q4 2025 13Fs When it comes to tracking the real money that moves markets, nothing is more powerful than institutional investors‘ Q4 2025 13F filings via the U.S. Securities and Exchange Commission's (SEC) EDGAR. The recently closed filings go beyond mere portfolio adjustments and show that the "macroeconomic paradigm" that has guided equity markets for the past several years has completely broken down and a new structural inflection point has begun. The valuation strain of the Magnificent Seven, sticky inflation, and the limits of the... Read more