Exponential Edge - #16
Xiaomi > Apple? +195.6% vs -8.1% YoY
Xiaomi is up +195.6% YoY vs AAPL’s -8.1%—a stealth re-rating as China’s top smartphone brand expands into AI and EVs.
Meanwhile, CRCL rides stablecoin inflows and gold surges on geopolitical hedging.
We break down 5 directional plays across China equities, crypto and commodities—with tickers primed for the next leg.
The author(s) own BTC at the time of writing (disclaimer).
Key Report Insights:
BTC absorbs risk flows: Altcoin dominance hits 4Y low—BTC holds 64%+
Xiaomi rerates fast: +195.6% YoY as China’s tech flagship expands AI stack
CRCL consolidates post-IPO: +243.5% move shows reflexive stablecoin bid
Gold miners lead beta: 50–70% outperformance on price + inflow torque
Alt metals stall out: Silver, platinum up—but miners trail gold reflexivity