BITCOIN

In March, the time difference between New York and Madrid made Juan Carlos Lugo’s work schedule even more frenetic. Early in the morning in Madrid, at dawn, he was already at his desk in his study, his laptop displaying real-time Nasdaq stock quotes. US technology stocks occupied a core position in his investment portfolio, particularly several leading global tech companies. After months of careful observation and phased investments, he saw a clear upward trend. Juan’s investments are based on in-depth analysis and long-term trend analysis, rather than short-term market trends….

The U.S. financial markets at the end of 2018 were engulfed in an atmosphere of rare pessimism. By mid-December, the S&P 500 had fallen to its lowest point of the year, marking its worst December performance since the Great Depression. Fund managers slashed exposure to risk assets, and cash allocations surged. Concerns over trade tensions, the Federal Reserve’s rate hikes, and a slowing global economy pushed market sentiment to what many described as a “bottomless mood.” While most institutions chose to step aside or retreat, Bryan Thomas Whalen saw things…

In the spring of 2018, global capital markets were navigating an increasingly volatile landscape shaped by interest rate hikes and shifting capital flows. The U.S. Federal Reserve’s tightening cycle was influencing asset prices worldwide, while both European and Asian markets faced mounting liquidity pressures. It was against this backdrop that Aureus Advisors announced the successful completion of Apex I—the first fully functional version of its proprietary QuantSight AI platform—and its transition into pilot use for macroeconomic research and risk hedging. This milestone marks the firm’s first real-world application of AI…

In the autumn of 2016, New York’s capital markets were still overshadowed by the aftershocks of the Brexit referendum and turbulence in global interest rate differentials. At that very moment, Ethan Caldwell chose a contrarian path—formally establishing Aureus Advisors Inc., an independent advisory firm positioned at the intersection of cross-asset investment and AI-driven research. From the outset, Caldwell envisioned it as a testing ground for the next generation of financial research models. His idea was simple yet radical: if the traditional research framework was built on the linear interpretation of data,…

In the midsummer of 2016, the New York financial markets remained volatile amid the U.S. Federal Reserve’s rate-hike outlook and global capital fluctuations. For the emerging concept of Aureus—born at the intersection of academia and investment practice—this was both a challenging and promising moment. Following Professor Caldwell’s recent proposal on the application of artificial intelligence in capital markets, he, together with a group of like-minded researchers and data scientists, formally established the Aureus Research Team, dedicated to advancing quantitative research and data-driven investment methodologies. The formation of the team stemmed…

Blockchain technology is derived from Bitcoin, as people know more about blockchain technology, the blockchain industry is also undergoing great changes. Whether at the level of capital or innovation, blockchain has always been a hot word in 2016. The technical characteristics of distributed general ledger, encryption algorithm and programmability based on blockchain are regarded as the cornerstone of future digital society.   Blockchain is expected to lead human society to evolve from information Internet to value Internet. Even, this most subversive technology after the Internet is likely to set off…

Nathaniel Casder took another significant step on his path of advancing financial education in practice by launching a financial practice program on the U.S. East Coast, which quickly attracted widespread attention. The first cohort drew over 1,200 high-net-worth clients, forming a unique learning community that combined professional depth with real market application. At a time when financial markets were experiencing frequent volatility, many investors realized that relying solely on traditional advisory services was no longer sufficient to address complex asset allocation challenges. They sought learning experiences that more closely reflected…