2025 Q1 Summary

The first quarter of this year has been particularly eventful, and before I had time to reflect, a quarter of the year had already passed. Personal matters, family affairs, national issues, and global events—every single one of them was of great importance.

Donald Trump Inaugurated as the 47th President of the United States

On January 20, 2025, Donald Trump was officially inaugurated as the 47th President of the United States. This time, he returned with the arrogance of a victor, sweeping through all sectors of American society. During his first term as the 45th president, Trump, an outsider to politics, faced numerous constraints, whether in pursuit of personal business interests or in governing the nation. Now, with favorable timing, geography, and human support, Trump has become the most powerful president in U.S. history.

Business tycoons have pledged their loyalty with real money. During the election campaign, Biden-Harris had the support of Facebook’s Mark Zuckerberg and Amazon’s Jeff Bezos. Yet, both ended up paying $1 million each for a ticket to Trump’s inauguration. The reason why the American elite is so eager to curry favor with Trump lies in two key factors: first, Trump has secured the greatest power in the U.S. for the next four years. With Republicans controlling both chambers of Congress and a loyal cabinet, Trump’s authority is nearly absolute. Second, the “Iron Man of the Universe,” Elon Musk—the CEO of Tesla, SpaceX, and xAI—has pledged his allegiance to Trump, adding another powerful force to his administration. By offering Musk certain business incentives, Trump can leverage his strategic thinking, execution abilities, and influence. Third, this is Trump’s last opportunity to wield presidential power, and he will go to any lengths to amass more wealth for his family. His launch of the Trump meme coin on the Solana network just three days before taking office was a blatant example of this strategy. Fourth, since the collapse of the Soviet Union in 1991, the U.S. has maintained absolute dominance in economic, military, and technological fields, securing its status as the world’s sole superpower.

In terms of personal wealth, Trump merely needs to intimidate business moguls and exploit the masses through cryptocurrency to increase his family’s fortune tenfold or even a hundredfold. This time, he will not go bankrupt. On the national level, Trump will capitalize on America’s powerful position to plunder strategic resources at an unprecedented scale. Upon taking office, he not only intensified trade suppression against China and Russia but also threatened to withdraw the U.S. from NATO, attempted to seize Greenland, claimed Canada as part of the U.S., sought to control Ukraine’s rare earth resources, aimed to dominate the Panama Canal, imposed tariffs on Mexico, and demanded that South Korea pay increased fees for U.S. military protection.

Investment Trends - A Select Few

In late January, the release of the DeepSeek R1 model sparked discussions worldwide, bringing Hangzhou DeepSeek Technology and its founder, Liang Wenfeng, into the spotlight. This development made Baidu’s Robin Li, who had previously claimed Baidu’s AI was far ahead, the laughingstock of the media, left OpenAI’s Sam Altman scrambling, and wiped hundreds of billions of dollars off Nvidia’s market value. The surge in AI and robotics concepts led to a rally in tech stocks on the Chinese A-shares and Hong Kong stock markets. On Wall Street, analysts widely anticipated that Trump’s presidency, coupled with tariffs and budget cuts, would increase the likelihood of an economic recession in the U.S. The Dow Jones and Nasdaq indices have already shown a long-term downward trend in Q1, and whether they will stabilize in Q2 remains uncertain. The trend of the East rising and the West declining was evident—companies with true substance had their value already reflected in stock prices, whereas companies that capitalized on the hype by shifting into AI concepts saw their stocks soar.

Stock market fluctuations have little to do with me, as I had already liquidated all my stock holdings last October. My only profitable speculation in Q1 was Trump Coin. I remember it was a Sunday morning when I saw Trump trending everywhere on X. By 11 a.m., I had converted all my available assets from CEX and DEX into Sol and purchased Trump Coin at an average price of $12. By evening, when it reached around $27, I sold everything, making about 1.5 times profit. I then reinvested all my profits into BTC at a cost of approximately $100,000. Unfortunately, BTC has since dropped to $83,000, and Trump Coin has fallen to $10. While Trump Coin is unlikely to return to $27, BTC will undoubtedly surpass $100,000 again. In the crypto market, BTC is the only asset worth holding long-term.

Spring – A Season for Agricultural Projects

This year’s special national bonds have included agricultural infrastructure upgrades in the “Two New, Two Heavy” initiative. Local governments have seized this opportunity to launch numerous agricultural projects. Since the Lantern Festival, I have been constantly on-site, drafting project plans, and leading investors on field visits. Finally, some projects are about to be implemented. If everything goes smoothly, I will continue investing more funds into the development of agricultural robots.

Agriculture, being the most traditional industry, makes quick profits difficult. The agricultural supply chain, machinery, and other sub-sectors are dominated by large corporations, forming a capital-intensive sector with deep moats. The agricultural industry is a long night, and breakthroughs can only be achieved by identifying outdated areas and innovating through unconventional approaches.

This year’s “No. 1 Agriculture Policy Document” emphasizes the development of a new quality of agricultural productivity. Given the dramatic shifts in the global landscape, domestic labor restructuring, and the increasing scarcity of arable land, relying on technology for food security is inevitable. “Technology” here refers to three aspects: biotechnology, information technology, and cultivation techniques. Biotechnology requires long investment cycles and carries high risks, making it beyond my company’s current scope. Cultivation techniques have no significant barriers to entry and can be easily learned. Only information technology strikes a balance between profitability and entry barriers, making it a viable long-term commercial investment. The first major breakthrough in applying electronic information technology to agriculture should be in replacing labor-intensive tasks with robotics. In the future, robots will undoubtedly become widely used in agriculture.