Delphi Ventures co-founder José Maria Macedo recently shared his observations after an in-depth two-week visit to China’s AI ecosystem. During his trip, he met extensively with the founders in China’s AI space, venture capital firms, and CEOs of public companies. He set out with fairly optimistic expectations, believing that China not only has world-class AI talent, but that valuations still offer a clear discount compared with Western markets. However, after actually visiting, his assessment shifted to a more complex conclusion: compared with before the trip, he is more optimistic about China’s hardware strength but more cautious about the outlook for software. At the same time, he also revised his understanding of the characteristics of China’s entrepreneurs. While China has top-tier talent, Shenzhen’s hardware advantages, and a complete supply chain, original, founder-led entrepreneurs are scarce. China’s AI software capability still lags behind the West, and the valuation bubble as well as the humanoid robotics boom are even more worthy of investor vigilance. New venture investors admit:

Jeffrey Gundlach warns that the private credit market faces redemption pressure and low transparency risks, similar to the 2007 CDO bubble. He points out that market institutions have tightened redemption policies and predicts that if this collapse occurs, it will have serious implications for the crypto market.

Gerald Celente says markets are sending mixed signals as geopolitical stress builds, warning that war, debt, and policy distortions are masking deeper economic fractures. AI Bubble, War Risks, and Market Signals Clash, Celente Says Global markets are exhibiting an unusual divide, and Gerald Celen

Meta announced that it will shut down the VR version of Horizon Worlds in June 2026 and transition to a mobile app, ending its metaverse initiative after accumulating losses exceeding $83.5 billion. Faced with a dismal daily active user count of just 900, Meta is shifting its focus toward AI and other hardware applications, demonstrating the failure of the metaverse and the market bubble.

Robert Kiyosaki has once again pushed a dramatic warning into financial markets. The author of _Rich Dad Poor Dad_ posted a message on March 16 that described what he believes could become the largest financial bubble collapse in history. His comments

On-chain analyst Axel's research report indicates that the Bitcoin market has returned to a neutral range, but overall remains in a loss state with unrelenting selling pressure. The MVRV Z-Score shows that valuation bubbles have dissipated; however, aSOPR has remained below 1.0 for 55 consecutive days, indicating sustained selling pressure. Axel emphasizes that the key to the market lies in whether selling pressure will be exhausted, requiring observation of whether aSOPR can stabilize above 1.0.

Rising fears of a market rupture are pushing investors toward alternative assets, as Robert Kiyosaki warns a fragile financial system could trigger a rapid repricing that sends bitcoin, ethereum, gold, and silver sharply higher. Robert Kiyosaki Signals

Robert Kiyosaki warns that asset bubbles will collapse and predicts Bitcoin will reach $750,000 within a year, but the market remains skeptical of his forecasts. His arguments repeatedly emphasize gold, silver, and Bitcoin as hard assets that protect against inflation; however, his past warnings have shown low accuracy, reflecting divided opinions on his viewpoint. Regarding Kiyosaki's perspective, supporters acknowledge his identification of financial system risks, while critics argue his views lack empirical evidence.