Post @kbwofficial report -
I’m sick of Korean bbq, bugogi, galibi beefu, and pork belly.
Good meetings though.
Been silently stacking Taiwan’s CathayBK fund 10350113, turned TWD 1.86M principal into TWD 6.17M market value. +278% total return. Taiwan’s AI/semiconductor wave is delivering.
Happy we made it to top 6!
Markets in Taiwan and South Korea are making history:
The total market cap of Taiwan's stock market is up to a record $4.5 trillion, surpassing Canada’s $4.4 trillion for the first time.
Taiwan’s stock market value has also exceeded that of the UK for the first time 2 weeks ago.
This comes as Taiwan’s market cap has surged by +$2.7 trillion or +150% over the last 12 months.
At this pace, Taiwan could overtake India and become the 5th largest world market as soon as next month.
Meanwhile, South Korea's stock market cap is up to a record $4.1 trillion, having overtaken the UK last week, and on track to surpass Canada this month.
Collectively, the two markets have added +$4.6 trillion in market value over the last 12 months, driven by AI-related stocks.
AI is transforming Taiwan and South Korea into a global economic power.
bd in the new era:
bd in 2025 is exploring partnerships.
bd in 2026 is about who controls the future stack and how can we partner with them before we can’t. the winners already know what the end state financial stack looks like and are locking in the chairs now.
time to get movin.
It was an amazing time at #UDC @Official_Upbit, seeing their new plans to develop their own L2 and Giwa wallet! Fighting! 💪 🇰🇷
Met amazing new folks and old friends @BithumbOfficial, Danchoi, @JimmyXKF killing it in Korea, dont fade them on @PlasmaFDN coming thoon, Adele @taikoxyz, Ander, Jin, and many others.
Korean coffee is legit. See you guys at KBW
