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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.

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.

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.