KOSPI halted limit down again tonight. 10th circuit break I believe in 2026 alone already? For comparison sakes, the S&P500 has only had 5 circuit breaker halts in its entire history according to a quick Google search. Eesh.

KOSPI up 22% in the last 10 days. We thought the market all around the world, was being pushed around by unsophisticated retail degenerates, buying 3x levered ETFs. Turned out what was weighing everything down, was one, highly-sophisticated investor.

KOSPI IS ALMOST BACK IN A BULL MARKET AFTER JULY’S HISTORIC CRASH. South Korea’s KOSPI jumped over +3.5% today to a three-week high as AI and semiconductor stocks rallied. The index has now recovered nearly +30% from its late-July low below 5,300. Samsung gained +40%, while SK Hynix rose more than +30% from their July lows. Before the crash, the KOSPI had tripled to +300% in since April 2025, reaching an all-time high of 9,100 in June. KOSPI then crashed over -40% as margin calls and 2x leveraged ETFs wiped more than $2 trillion from Korean markets. Assets in Korean leveraged ETFs have since fallen from $53 billion to around $25 billion, leaving the market less crowded. Foreign investors are now returning. Global funds bought $2 billion of KOSPI shares on Wednesday, while retail investors sold. Steady US inflation and strong US tech earnings revived confidence in AI demand. Also reports that Singapore’s Temasek may invest in Samsung and SK Hynix added to the momentum. Korea also plans to fast-track approvals for semiconductor and AI megaprojects. But the biggest risk remains: Samsung and SK Hynix still represent over 55% of the KOSPI, leaving the entire market dependent on global AI spending.

Koscom signed an MOU with NH Investment & Securities to build out STO infrastructure ahead of the revised Electronic Securities Act and Capital Markets Act taking effect in February 2027. NH joins Koscom's shared STO platform, which is designed to let multiple securities firms use common infrastructure rather than each building duplicate systems. Four areas of cooperation: validating systems and workflows on Koscom's shared platform, linking STO issuance and account management, identifying new digital asset and STO business models together, and coordinating response to regulatory and market changes as the framework develops. They'll also jointly explore tokenizing standard securities, bonds and equities, not just niche RWA categories, applying blockchain to existing issuance and distribution processes. NH recently stood up its own dedicated digital asset task force to prepare for this shift, which is now the vehicle driving its side of the Koscom partnership. Koscom's shared platform now has a fairly long list of participants: Kiwoom, Daishin, IBK, Yuanta, BNK, DB, iM, Meritz, Kyobo, Daol, and Woori, with NH now added. On the infrastructure side, Koscom already built STO issuance infrastructure with LG CNS, ran a total-quantity management testbed with Korea Securities Depository, and has been running stablecoin-based STO settlement PoCs, so this is one more securities firm plugging into an ecosystem that's already fairly developed on the plumbing side, well ahead of the legal framework actually taking effect.

KOSPI $SKHY -6.5% Honestly? I think it's just consolidating around the Volume Shelf (~1,856k). But if you'd been trimming on Pink & Red candles, you'd be in a far better position right now. Rule of Thumb 3: Scale In & Out. 300+ charts daily. Try it free:

KOSPI $SKHY is an intraday leveraged rollercoaster. A 5% swing there is maybe 2% here 😂 The BLUE and PINK candle system is built for exactly this. Works best when volatility spikes. 5 more Elite seats open $MU 300+ charts daily. Try it free:

KOSPI $SKHY -38% drawdown since the PINK candle print. Best fundamentals in the market and it still got taken apart. That's degen leverage. Constructive sign? Volume shelf is acting as support. BLUE? Not yet. 300+ charts daily. Try it free:

Kostaq Konomi is one of a dozen villagers in Albania who say they rightfully own land where a luxury resort is planned by international investors including US President Donald Trump’s son-in-law Jared Kushner