Crypto losses hit $17B in 2025, but onchain security improves. Scammers pivot to human error & AI, while code hardens. Watch for agent exploits!
EU eyes $100B in tariffs vs US over Greenland spat; US debt $38T looms large.
Global markets tumble: S&P futures down 1.12%, Europe 1.25%, Nikkei 0.65%. Gold hits $4673.4, BTC dips. Geopolitical risk spikes.
China's GDP target met via export surge, defying tariffs. Domestic demand still weak, watch for valuation shifts.
IMF lifts global growth forecast to 3.2% for 2026, citing AI boom & fading trade wars. Resilience is key!
China's home prices drop 2.7% YoY in Dec, largest fall in 5 months. Real estate woes hit growth.
Kodiak Gas (5.19% yield, P/E 15.65) & Netstreit (4.66% yield, P/E 13.96) offer value; Permian Resources (4.17% yield, P/E 12.92) shows 53% upside.
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