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Showing posts from November, 2025
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Beyond the Halving: Bitcoin’s New Industrial Cycle, Ethereum’s 1971 Moment, and the Tokenized Future of Finance

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How Hard Can It Be? Jensen Huang, the Hawking Fellowship, and the New Age of Manufactured Intelligence

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Beyond Zero-Sum AI: Interpreting the Microsoft–NVIDIA–Anthropic Strategic Alliance

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Right Goal, Wrong Decade: How Singapore’s “30 by 30” Food Vision Collided with Energy, Economics and Reality

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Trading the New AI–Crypto Stack: From Mag 7 Titans to Bitcoin Miners and the Microsoft–IREN Cloud Bet

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Beyond Sold-Out Launches: A Data-Led Playbook for S$1.5M–S$2.0M Buyers in 2025

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“Going Quiet” Without Letting Go: Warren Buffett’s 2025 Thanksgiving Letter, Philanthropy, and the Future of Berkshire Hathaway

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From Cypherpunks to Digital Capital: Interpreting Michael Saylor’s BTC in DC 2025 Keynote

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Why Warren Buffett Prefers Stocks to Real Estate in 2025: Liquidity, Complexity and the Real Opportunity Set

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Beyond the 4-Year Myth: How Dovish Policy and Institutional Buying Are Rewriting Bitcoin’s 2025 Cycle

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First-Mover Confidence in Newton’s Next Urban Village: An Investor-Grade Reading of HH Investment’s $1,820 psf ppr Bid

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Beyond Sold-Out Launches: Data-Led 4- and 5-Bedroom Strategies for S$3.0M–S$3.6M Buyers (2025)

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Staying Relevant in a Fractured Order: Singapore’s Small-State Playbook from SM Lee’s Chatham House Dialogue (Oct 2025)

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After the Mandate: Why GE 2025 Was Close, What PM Wong Warned About, and How We Keep Singapore United”

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Leading a Digital, Dependable and Developmental Bank in a Fractured World: Reflection on the Conversation with Nicolai Tangen

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Build Out, Not Bailout: What OpenAI’s “$1.4 Trillion,” Jensen Huang’s China Warning, and Zohran Mamdani’s Win in New York Really Tell Us About 2025

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A Golden Year for a Very Old Metal: My 2025 Gold Essay

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Newport Residences After the 60% ABSD Reset: A Preliminary Data-Driven CBD Freehold Play for the 2026 Waterfront Cycle

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Newport Residences, a rare freehold mixed development in Tanjong Pagar (2025–2026 Launch Window)

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Kingsford’s S$918.3 Million Bet on Telok Blangah: What the First Private GLS in the Former Keppel Club Really Signals

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