Chapter 234: The Oracle of Delphi (6)
After the broadcast aired.
What swept over WSB was madness.
—China: "No short-selling allowed!" Sean: "When you do it, it's regulation; when I do it, it's prophecy."
—Forget DD and all that, this is just the realm of the divine.
—We need to average down while China is holding out............... I've already used my parents' pension and my mother-in-law's savings. Does anyone have any ideas?
—Sold my last kidney and the doctor says there's nothing left to sell. Why did this damn body come with so few organs?
The zealots had already poured in their entire life savings and were desperate to bet even more. Meanwhile, the expressions on the faces of Wall Street experts and hedge fund insiders grew grim.
—Coincidence............ right?
—It’s too specific to be a coincidence................
—Is this something you can analyze? What kind of algorithm are they using?
—There's no way this level of accuracy happens without insider information.........
—No matter how great your analytical skills, it was impossible to predict government policy this accurately—especially an unprecedented move like this.
However.
'It's still not enough.'
Two correct predictions weren’t enough to confirm anything yet.
They kept a sharp eye on the next move.
Meanwhile, a sense of unease was spreading among Chinese retail investors.
—Just bought back in............ should I pull out?
—It’s not like they stopped the regulation, they just predicted it. Why is everyone freaking out?
—Hasn’t Sean already known about this regulation? He said the bubble would burst even after this move…
—It’s a coincidence. Even a broken clock is right twice a day.
Outwardly they tried to deny Sean’s predictions, but their voices were full of anxiety.
Investors who were ready to reenter the market on faith in the government’s stabilization measures were now hesitating, and some were quietly pulling their money out.
However, the ones thrown into the deepest chaos were someone else entirely.
It was China’s national crisis team.
A special task force formed with top officials from the Ministry of Finance, the Securities Regulatory Commission, and the central bank to handle the stock market crisis.
"The Shanghai Index is currently at 3,192 and continuing to decline."
The conference room fell silent.
Until now, Chinese state media had been mobilized to actively promote stock investing.
"Investing in stocks is patriotic," "The best investment method for ordinary citizens," "The Chinese stock market is undervalued compared to its potential. 4,000 is just the beginning, the Shanghai Index could reach 10,000," and so on...
These campaigns had actually delivered impressive results.
Just this year, in five short months, 30 million new brokerage accounts were opened, and in June, the Shanghai Index soared to 5,166.
But after margin regulations were imposed, the index dropped to 4,428, and after the Delphi Report, it crashed into the 3,600s.
Now, some analysts were even warning of a potential crash into the 2,500 range.
If that scenario actually unfolded?
It would be pure disaster.
It meant that ordinary citizens who had trusted the government and invested in stocks instead of real estate would see their wealth cut in half.
This would not just be an economic crisis—it would shake the entire society.
Therefore, the Chinese government, which had promised a "golden era of the stock market," had to uphold that promise at any cost.
Thus, the national crisis team first played a bold card with a "ban on major shareholder selling," hoping to lift the index back to the 3,800s.............
"That damn foreigner!"
But after Sean’s broadcast exploded, the index sank even deeper.
Not only had Sean accurately predicted China’s bold move, but he had also declared, "Even so, the bubble will burst."
With his first prediction having come true, fear gripped the market that his other predictions would too.
"How on earth did he predict that............?"
"There must have been a leak! Wasn’t security properly enforced?"
"But... just a week ago, even we weren’t sure if we’d implement this policy."
"Hah! It’s obviously a manipulated video. He filmed it yesterday and is pretending it was made a week ago."
"What? Why would he do that...............?"
"Psychological warfare. The Americans can’t stand to see us doing well............!"
The national crisis team leader’s voice was full of anger.
But this was no time to indulge in baseless emotions.
There was only one urgent task: raise the stock market.
By the end of this month, the Shanghai Index had to be brought back into the 4,000 range.
Tension filled the conference room, and soon, new measures poured out.
<China issues IPO ban! All new listings suspended...>
<China cracks down on futures market............ index futures trading restricted with 'strong measures'>
And so, the Chinese government played another card.
They halted all new IPOs.
This move was meant to block investors from selling existing stocks to buy newly listed ones, thereby forcing capital to stay in existing stocks and artificially inflating prices.
In addition, they restricted index futures trading, a tool commonly used by short-sellers betting on market declines.
The intent was to block selling pressure at the source.
However.
<Exclusive! Sean’s China stock market prophecy comes true again>
That damn broadcast aired again.
On-screen, Sean smiled knowingly and continued speaking.
—China is highly likely to restrict new IPOs. If similar companies list, shareholders might flee, so they’re eliminating that option entirely. It's a strategy to lock liquidity into existing stocks, but it doesn’t address the underlying issues.
—Also, to suppress short-selling and speculative traders, they’re likely to regulate index futures trading. But this could hinder the market’s normal hedging functions, and in the long term, reduce liquidity and heighten market volatility.
"Again...?"
The national crisis team members went pale.
Even though they had tightened security after the last incident, Sean had once again read their playbook perfectly.
"It’s a leak!"
"Who is it? Who spilled it?"
The conference room erupted into chaos.
No matter how sharp a prediction might be, there was no way it could be this precise without someone on the inside feeding him information.
It was clear that Sean had obtained intel in advance and cleverly staged the broadcast to make it look like it had been filmed long ago.
But just as everyone was eyeing each other with suspicion.
"That’s not the issue right now. The index............."
As Sean once again forecast China’s hardline response, the index plunged.
Now it was in the 2,900s.
"The government has taken such strong action, but the immediate results aren’t visible, so many will be disappointed. How about accompanying the next policy announcement with undisclosed measures?"
"Undisclosed measures?"
"We make it look like the market is recovering naturally."
So shortly thereafter.
<China blocks high-frequency trading! Trading fees for HFT raised>
Publicly, they announced such policies, while covertly issuing hidden orders.
State-owned enterprises and insurance companies were pressured to buy back their own shares, and daily stock holdings were monitored to ensure compliance.
They aimed to subtly move funds and paint a picture of natural market recovery.
But just as they were quietly setting this in motion.
<Exclusive! Sean’s forecast! The unseen forces behind the 'natural recovery'>
It was enough to drive them mad.
"Another leak............!"
It was hard to believe this time.
They had truly maintained airtight security.
Especially the contents of Sean’s "prophecy" video—these were top-secret matters known only to the highest-ranking officials right before the decision was finalized.
"This isn’t the time to be arguing! We need alternatives............!"
They had to come up with a new plan.
But now, every time they tried to think of ideas, a wave of anxiety washed over them.
‘What if Sean predicts this too?’
Rationally, that couldn’t be possible.
Sean clearly wasn’t making predictions—he must have obtained insider information.
And yet.
Even so...
For some reason, their instincts whispered that maybe Sean truly had foreseen it all.
So no matter what countermeasures they considered, the same doubt kept surfacing.
‘Wouldn’t it be better to come up with something Sean couldn’t possibly imagine?’
No, even thinking this way was wrong.
The most important thing now was to lift the stock market.
If they obsessed too much over Sean’s predictions and missed effective countermeasures, that would be falling right into America’s trap.
***
‘It’s going smoother than I expected.’
My predictions were coming true one after another.
The market seemed to be gripped by an almost surreal sense of fear...
Well, naturally.
China was rolling out policies very similar to those in my previous life.
Ultimately, the Chinese government’s goal was to prop up the stock market.
And when the same people try to solve the same problem, the resulting policies are bound to follow the same pattern.
The exact order or scale might differ, but the overall direction would inevitably be the same.
Besides, the broadcaster had become a reliable ally.
‘They won’t bother airing my wrong predictions for the sake of ratings.’
To outsiders, I probably looked like some psychic who accurately foresaw every move.
But in reality, the broadcaster was only airing the predictions that China actually executed out of the dozens of scenarios I had provided.
Regardless, thanks to this, I was fast becoming a legendary prophet attracting public attention.
—When Delphi predicts, I go all-in. When I go all-in, China enforces new regulations. → Then Delphi gets it right again............ Infinite loop confirmed.
—Chinese government: "In today’s meeting............" WSB: "Saint Sean already told us that last month."
—God-tier profession: God-Sean: 100% prophecy, 100% accuracy, capital.
—At this point, he must be from the future.
—If he was from the future, would he really be handing out free info and fighting China’s policies out of the kindness of his heart? He’d be scooping up Tesla and Nvidia instead.
I smiled as I scrolled through the comments.
‘Typical retail investors.’
Have I mentioned this before?
Retail investors and Wall Street have very different ways of "leeching."
There was a very clear purpose behind why I was going to such lengths to spread information for free.
Sure, part of it was to make short-term profits.
Pareto was betting on a Chinese market crash—if the market didn’t crash, we wouldn’t make money.
But that wasn’t the only profit I was after.
Even if you buy land in Pangyo, the real money doesn’t come from that land alone.
‘The real money comes from the reports.’
Once the Pangyo Report gained traction, it could spin off countless derivative products.
That was the difference between retail and Wall Street.
But.
Even this Delphi Report was merely a stepping stone toward future profits.
It wasn’t the endgame.
In any case.
The Delphi Report was now gaining a huge following.
The ripple effects of its "prophecies" were gradually bewitching people.
<No-loss mandate! China bans major shareholder selling entirely>
At first, everyone hesitated.
After all, it was like saying land in Pangyo would suddenly jump from 3 million won to 50 million won. Who would believe that?
But.
<IPO ban! China blocks new listings to boost stock market>
<Closing off the futures market! China cracks down on speculative forces............>
When that land price really soared to 5 million won.
<Targeting high-frequency trading! China imposes massive fees on algorithmic trading>
<Full-on stock support! Did China order state firms to buy shares?>
And when it surpassed 10 million won, the situation changed.
Now I had a sizable number of followers who treated my warnings like divine commands.
—Sean’s palm: Greece (✅), Malaysia (✅), China (ongoing).
—What China can do: block Sean’s prophecy (X), block WSB (X), move according to the prophecy (0).
—Oh great God-Sean, please grant us another sacred prophecy today, strike down China’s core, and deliver salvation to us ants...
—I have exited China. Reason for exit: financial hardship (X), employment issues (X), faith in God-Sean’s prophecy (0).
—Welcome to the winning side! Entry approval requires proof of a short position!
Now on WSB, it was common to see even self-proclaimed Chinese investors popping up.
Of course, some of it was probably just memes and couldn’t be fully trusted...............
But reliable data was saying this:
"Inverse ETF trading volume has surged by 70%, the CSI 300 put/call ratio has jumped to 1.9. In addition, short interest has risen 4-5 times to the 20% range, securities lending volume has increased more than fivefold, and TRS trading volume has grown sixfold......"
Investors weren’t just exiting the Chinese market anymore—they were becoming active forces driving the market downward.
Initially, many had withdrawn funds to wait and see. Now, more and more were directly betting on the market’s decline.
And it wasn’t just retail investors.
Those building large short positions and using TRS (Total Return Swaps) were hedge funds.
In short?
A lot of retail investors and hyenas were now stomping on top of the bubble that was China’s stock market.
But.
China was not an easy opponent.
<China cracks down on short-selling! Will there be arrest warrants for speculators?>
China introduced various policies to block domestic short-selling.
To bet on a market drop, short-selling is essential, and that requires securities lending.
Now, they had sharply reduced the allowable volume of securities lending.
Moreover, they went so far as to arrest groups betting heavily on market declines, labeling it "market disruption."
It was a warning to Chinese retail investors attempting downward bets.
And China didn’t stop there.
<People’s Bank of China expands liquidity support to brokers... 250 billion yuan emergency funding>
<Stop the stock market crash! Massive capital injections via state funds and banks>
"The game has changed. Until now, they’ve only made declarations without putting real capital to work. Now they seem ready to launch a full-on capital assault."
Until now, China had refrained from deploying a financial "money bomb," but that was about to change.
Now it was clear they were preparing to fight back with sheer capital power.
If they actually deploy the announced 3 trillion yuan to buy stocks?
Naturally, the market will go up. It’s crazy, but if it’s China, anything is possible.
To fight back, we’d need money.
Capital on a similar scale to counter China’s financial assault.
But individual investors in China were too afraid of literal arrest to participate.
And even if we combined all the international retail investors and hyenas we’d rallied, it wasn’t remotely close to 3 trillion yuan.
"If this becomes a capital war, we’ll lose. The gap is too large."
Even the power of the Delphi Report had its limits here.
But I simply nodded calmly.
I had already anticipated this situation.
‘This arena is too small anyway.’
