← Forums

Fanzei Podcast

Share perspectives and exchange experiences.

一个狠人 Video zone (15)

Channel All channels (2508) 一个狠人 (186) 七七叭叭 (170) 中美对标 (253) 余茂春 (37) 八炯 (26) 多伦多方脸 (222) 八炯 (76) 新闻硬邦邦 (159) 李承鹏 (11) 江峰时刻 (142) 翟山鹰 (38) 老北京茶馆 (269) 胡力任 (363) Others (553)

Viewing 一个狠人's channel (15 videos) Clear channel filter / view all

The Unwanted Candidate, 360,000 Volunteers! How Did Shen Boyang Close a 28-Point Gap to 4? Olson's Calculus, the 0-32 Defeat in the Great Recall, Exporting a Network, Shen Boyang as Coach Rather Than Savior, Kevin Tsai and Lo Ta-yu Expose the Cross-Strait Civilizational Gap, What the CCP Fears Most: Strangers Banding Together!

Shen Boyang's Poll Gap Narrows, 360,000 Taiwanese Volunteers Band Together to Flip the Election

一个狠人 2026-11-15

A 1.4 Trillion Ant is Going Public! Why Do Super IPOs Always Ring the Bell at the Peak? Growth Rate Halved, $900.9 Billion Computing Bill Looming, Broadcom Lending Money to It for Rent, $300 Billion Drained in Five Months, Institutional Cash Bottoming Out, Cloud Vendor Cash Flow Turning Negative, Five Major Peak Signals All Present!

AI Giant Cloud Sprints for a $10+ Billion IPO, Five Major Peak Signals All Present

一个狠人 2026-11-13

The excavator demolished the government gate without hurting anyone! From Xianzhong attacks to 'seeking justice from the source,' fiscal exhaustion, unpaid wages, and lack of compensation; why did no one come to negotiate after the smashing? The 'madman' strategy hits ownerless property rights, the black box of official reports breeds rumors across the city, AI animation blows up the post-deletion budget for pennies, and the CCP's stability maintenance costs are inverted!

Excavator demolishes government gate with zero casualties: A perspective on China's social stability costs and property rights crisis

一个狠人 2026-11-12

The Central Bank Didn't Print Money, But It Turned Your Stocks into Central Bank Bills! SFISF Endorses Stock Prices, 6 Trillion in Chips Locked In, Market Rescue Reaction Function Revealed—Who Is Front-Running? Dividends Become Central Bank Bills, Themes Become Lottery Tickets, Mid-Range Pricing Disappears! The Third Credit Re-anchoring After Foreign Exchange and Land Finance, Savers Foot the Bill, and the CCP Cannot Exit

Analysis of the CCP's Swap Facility Policy: Stocks Turned into Central Bank Bills and Credit Re-anchoring

一个狠人 2026-11-11

Jensen Huang Admits to Infidelity but Denies the $4.8 Billion Bill! Huang Le Is No Spy but a White Glove! $5.7 Million Buys $4.8 Billion in Chips, Alibaba Foots the Bill, Computing Power Rented Back to China! Circular Financing Breaks, Cloud Giants Face $200 Billion Annual Shortfall to Break Even! China Revenue Recorded as Zero, 20-40% Relies on China! Honey Trap? It's a Business Deal!

Analysis of Jensen Huang's Extramarital Affair and the $4.8 Billion Chip Deal

一个狠人 2026-11-10

R2 wealth management products lost half a month's earnings in two days; 12 wealth management subsidiaries wrote collective letters! 155 million people bought credit bonds thinking they were deposits! Debt resolution pushes deposit rates to 0.95%, forcing you to bail out banks! Huafa defaults, retail investors bear the burden of hundreds of billions! Appeasement letters are just sales pitches! The quasi-deposit illusion is shattered!

Stunning drop in bank wealth management: The collapse of the quasi-deposit illusion and the debt resolution crisis

一个狠人 2026-11-10

Smokers and drinkers are topping up bank capital! Moutai acquires stake in Bank of Guizhou to take over 10 rural banks! One bottle of Moutai supports 15,000 in LGFV loans! Deposit insurance only covers 3%! Tobacco tax share is the same as the Soviet Union before prohibition! The greediest nest fills the leakiest hole! The regime cannot quit its addiction to sin taxes!

Moutai acquires stake in Bank of Guizhou to take over rural banks

一个狠人 2026-11-07

The Quietest Double 11 in History! Statistical Methods Changed Every Year, Daily GMV Actually Fell by 8%! 70% Return Rate, 30% of Merchants Operating at a Loss, Car Sales Down 22%, Household Loans Net Decreased by 1 Trillion! The 1.1% Rise in Retail Sales is Just an Average of Basic Necessities! Middle-Class Discretionary Spending Actually Drops by 4-5% Annually!

The Quietest Double 11 in History: Daily GMV Fell by 8%, Middle-Class Consumption Shrinking Year After Year

一个狠人 2026-11-07

The CCP Collapse Index is 71.26! One-Quarter of Central Committee Members Missing After the Fifth Plenary Session, Fake Strict Governance Leads to Collective Lying Flat! Huafa Group Faces 744.4 Billion Debt Default with No One Daring to Sign a Bailout! Shanghai Composite Index Hanging Below 3600 While 4600 Stocks Die! Teachers Block Doors Demanding Unpaid Wages, Huang Qifan Arrested After Speaking on Real Estate! The Zombie Month of Emperor You Xi!

October CCP Collapse Index Rises to 71.26, Wage Arrears Protests Erupt Across the Country

一个狠人 2026-11-06

Oil Prices Blow Through Red States, Democrats Take Back Both Houses Overnight! Trump Flaunts Veto Hat, Defeat Makes Him the Sole Pivot Within the Party! Divided Government Can Lock Down Legislation but Not the $40 Trillion National Debt or the Flames of War! Tariffs on the CCP Soften While Sanctions Harden, Congress Pushes Arms Sales to Taiwan to the Limit! Gold Breaks $4,000 on the Day!

Oil Prices Blow Through Red States, Democrats Take Back Both Houses, Trump Becomes the Pivot Within the Party

一个狠人 2026-11-05

Gold dropped $145 in a day despite favorable real interest rates! The culprit is not the Fed but a liquidity crunch in the repo market! The Kondratiev winter money-shortage gold-wash script is replaying for the fourth time! Futures positions are clean, TGA liquidity injection and RMP restart will recover $166! Now is the eve of the 1976 major bottom!

Gold crash caused by repo market cash crunch; Kondratiev winter gold-wash signals a major bottom

一个狠人 2026-11-05

Intel and Gold Both Plummet While US Treasuries Rise! The Culprit Isn't Earnings Reports, It's the Dollar Pipeline! SOFR Inversion, Reverse Repo Hitting Bottom, Reserves Running Low, Hedge Funds Liquidating Positions—Even Selling Gold! The Drop Magnified 3.34 Times, Circuit Breakers Are No Longer a Zero Probability! The Flash Crash Is Just the First Manifestation of the Conflict Between the Fed and the Treasury!

Analysis of US Stock, Gold, and Treasury Volatility and the Dollar Liquidity Crisis

一个狠人 2026-11-04

Huafa Trust Default, Offshore Bonds Plummet! 100 Billion in Copper Ingot Trade Used to Inflate AAA Rating, Shell Parent Company Carries Over 100 Billion in Debt! Real Gross Margin on Property Sales is -5.29%, Net Assets Dropped from 19 Billion to 3.1 Billion in One Year! Actual Leverage Ratio is 12.5 Times! 200-300 Huafa-like Entities Carry 15 Trillion, 15 Trillion in Bank Exposure Faces Credit Repricing

Zhuhai Huafa Trust Default, Local SOE Debt Crisis Triggers Credit Repricing

一个狠人 2026-11-03

South Korean stock market has triggered circuit breakers 10 times this year! Why does consensus collapse in an instant? AI has compressed the consensus of 900 million people to the thickness of one and a half people, a single original document can overturn everything, everyone capsizes at the same second, consensus is built in days but collapses in minutes, and put options are buried in the second peak to feast on the market maker's gamma squeeze (Last week's member-only episode broadcast)

How AI thinned the consensus of 900 million people and caused the stock market to crash in an instant

一个狠人 2026-11-02

The Fifth Plenary Session filters out officials who don't understand local affairs! Those who know how to resolve debt must have connections, and those with connections are untrustworthy! Itinerant officials only pray for no explosions in three years, sacrificing others to cover up and silence! Land grant revenue collapsed by 6 trillion, private investment is frozen, and the cost of monitoring is rising exponentially! Changing the locks without changing the house traps the bomb everywhere; the critical point is the day the caretakers' salaries can no longer be paid!

Fifth Plenary Session selects amateur caretakers, fiscal collapse and frozen private investment

一个狠人 2026-11-01

New topic in “Fanzei Podcast”

To guard against attacks and disruption by CCP troll armies and bot accounts, new accounts must complete a probation period and pass a community rules exam before posting.