● Rate-Cut Bonanza, Tesla RoboTaxi Takeover

[Weekly Tesla] A Week at a Crossroads, 7% Away from the All-Time High. Consolidating FOMC rate cut signals, robo-taxi expansion, regulatory shifts, the “iPhone 3GS Moment,” and a blockbuster FSD licensing event all at once.

This article compresses the essential points including the impact of FOMC and rate cut signals on stock market valuations, Tesla’s all-time high testing scenarios, the implications of a robo-taxi app quietly appearing in the Korean App Store, the Level 4 approach implied by Elon Musk’s “texting while driving” comment, the U.S. shift toward a robotics/AI national strategy and the beneficiary dynamics favoring Tesla, the “iPhone 3GS Moment” argument, and the possibility of traditional automakers licensing Tesla’s FSD.

We also separately highlight the narrative “QT easing → lower capital costs → AI/autonomous driving multiples revaluation,” which other media rarely cover, along with the accounting and revenue models for FSD licensing, the legal and insurance roadmap for robo-taxis in Korea, and the bottlenecks in compute for training and inference as well as supply chain risks.

Discover where artificial intelligence meets autonomous driving within the global economic flow and exactly what to check for this week.

This Week’s Key Events: FOMC, Rate Cut Winds, and the All-Time High Test

• FOMC Watch Points and Market Bets.
  This week, the U.S. benchmark rate decision and Powell’s guidance are the biggest variables.
  The market is reflecting a high possibility of a 0.25 percentage point rate cut, and there is more emphasis on the potential for further cuts rather than the magnitude of the initial drop.
  The rate cut winds are favorable for a multiple expansion in growth stocks with large long-term cash flow components as well as in the AI and robotics sectors.

• Implications of Changes in the Liquidity Environment.
  There is an interpretation that signals are accumulating that quantitative tightening (QT) is easing and the policy stance is shifting from tightening to easing.
  Lower capital costs are favorable for Tesla’s large-scale investment cycle in data centers, compute for training, batteries, and factory automation.

• Stock Positioning and Tactics.
  There is an interpretation that the current stock price is approaching approximately 7% below the all-time high ($488.54).
  If the FOMC outcome is favorable, testing the all-time high is possible, but short-term volatility could be amplified by profit-taking from long-held positions.
  The medium-to-long-term momentum is strengthened by robotics, AI, and energy, making expectations for a “Santa Rally” valid.
  This could be the tipping point for the momentum in the global economy and stock markets.

Last Week’s Top 5 News in Brief

• 5th. Tesla Robo-Taxi App Detected in the Korean App Store.
  Although Korea still lacks a robust legal and regulatory framework for robo-taxis, the appearance of the app is interpreted as a signal of either a global store-wide activation or its inclusion among early service countries.
  Technologically, Korea’s road and communication infrastructure is advantageous, but actual commercialization requires overcoming political and legal hurdles such as revising taxi laws, restructuring insurance and liability frameworks, vehicle-sharing policies, and designating pilot zones by local governments.
  The pace of autonomous driving commercialization will be determined not only by technological validation but also by the speed of social consensus.

• 4th. Musk’s “Texting While Using FSD is Possible Depending on Conditions” Comment.
  The key here is the caveat, “when the surrounding conditions are simple and safety is ensured.”
  This is interpreted internally as a sign of confidence, keeping in mind conditional Level 4 autonomous driving.
  Although current policies and laws still classify it as Level 2, if data accumulation and safety statistics exceed a critical threshold, regulatory direction is likely to shift.
  The crucial point is whether evidence accumulates that AI driving reduces the overall social cost compared to human driving.

• 3rd. U.S. Eases Electric Vehicle Regulations and Accelerates Its “Robotics & AI National Strategy.”
  Concerns over manufacturing and security competitiveness in the era of drone and robot warfare underpin this move.
  Tesla’s vertical integration, spanning humanoids (Optimus), FSD-based movement and decision-making, motors, batteries, sensors, and factory automation, enhances both its potential for policy benefits and alliance opportunities.
  Alongside this policy drive, premium multiples could be attached to companies in the artificial intelligence and autonomous driving sectors.

• 2nd. The “Tesla iPhone 3GS Moment” Argument.
  When the flywheel of user growth → data increase → enhanced neural network performance → even more users fully kicks in, the platform value will explode.
  FSD could become the hub of an ecosystem that expands beyond vehicle sales to include insurance, energy, robo-taxi services, and even robotics.
  In this domain, software and services ARR will redefine multiples far more than hardware margins.

• 1st. Forbes: The Day Will Come When Traditional Automakers License Tesla’s FSD.
  The development costs and data scale for FSD are in a realm that most OEMs find difficult to complete independently.
  If robo-taxis are the future revenue source, a “losers’ alliance licensing” is a rational choice.
  Tesla can achieve high-margin recurring revenue through per-vehicle licenses, subscriptions, and profit-sharing, and the industry hegemony is shifting towards companies that possess an “OS+AI.”

Key Points Overlooked by Other Media

• QT Easing → Lower Capital Costs → Multiple Leverage.
  AI, robotics, and autonomous driving are assets with long-lived cash flows.
  If the rate cut winds persist, the effect of a lower discount rate directly translates into multiple expansion.
  The possibility of additional easing is more important than any single FOMC decision.

• Accounting and Models for FSD Licensing.
  There may be a mix of advance (deferred) revenue recognition and subscription-based ARR.
  Licensing targeted at OEMs boosts both short-term cash flows and long-term recurring revenue, with software gross margins being structurally higher than hardware.
  In the stock market, this shift will trigger a valuation re-rating.

• Bottlenecks in Compute and Data Engines.
  Supply of GPUs/ASICs for training, power and cooling, and data center CAPEX are bottlenecks.
  The effectiveness of model slimming for reducing inference costs, diversifying chips, and executing proprietary supercomputer strategies will differentiate performance.
  Global economic supply chain volatility is also a risk factor.

• Legal and Insurance Roadmap for Korean Robo-Taxis.
  Key steps include designating zones for Level 4 operation, clarifying accident liability, introducing autonomous driving-specific insurance, and setting data disclosure standards.
  Regulatory sandboxes and municipal pilot projects will pave the realistic path for initial commercialization.

• Integration of Energy and Robo-Taxis.
  The combination of Megapack/VPP and ultra-fast charging infrastructure can lower peak power costs and increase operational rates.
  IRA incentives and economies of scale improve profit margins in the energy sector, supporting the cash generation of vehicle and service growth.

This Week’s Checklist (Not Investment Advice)

• Check the tone of Powell’s remarks regarding the “possibility of additional cuts” as well as the language in the dot plot and the statement.
• Monitor Tesla’s robo-taxi service scope, waiting times, and the pace of conversion to paid ride calls.
• Keep an eye on FSD safety metrics (intervention distance, accident rates) disclosures and regulators’ reactions.
• Review updates regarding the designation of autonomous driving pilot zones in Korea, as well as guidelines on insurance and liability.
• Track the expansion of pilot applications for Optimus in production lines and key productivity indicators.
• Check issues related to energy storage orders and margins, as well as power contracts for data centers.

Risks and Counterarguments

• Regulations and Laws.
  If safety incidents arise, the pace of commercialization could be delayed.
  Differences in regulations across countries may also hinder commercial expansion.

• Competition.
  Waymo, China’s Baidu, AutoX, and others could take the lead in certain urban areas.
  Differences in sensor and mapping strategies could also differentiate the market.

• Macro.
  If rate cuts are weaker than expected or signals of an economic slowdown intensify, volatility in high-beta growth stocks could increase.

• Supply Chain.
  Bottlenecks in GPUs, batteries, and power infrastructure could limit the speed of scaling up.

Scenario Map: After Testing the All-Time High

• Positive Scenario.
  Easing FOMC tone → re-ignition of growth stock rally → attempt to break the all-time high.
  News flow could simultaneously present signs of robo-taxi expansion, policy support, and strengthened FSD safety data.

• Cautious Scenario.
  Short-term profit-taking and depletion of inventory volatility → trading within a range.
  A market structure focused on individual momentum during a period of waiting for policy and regulatory updates.

• Negative Scenario.
  Stronger hawkish tone or heightened safety issues → multiple recontraction.
  A potential adjustment across the entire AI and autonomous driving sector.

One-Line Conclusion

At a time when rate cut winds and policy shifts coincide, Tesla stands at a crossroads to be revalued beyond an automaker into a “platform of autonomous driving OS+AI+energy.”
The all-time high may not be an endpoint but a starting line.
Ultimately, the stock market will favor the side where data, safety, and revenue models are substantiated.

< Summary >

• This week’s key issues are the FOMC tone and the possibility of additional rate cuts.
• Tesla’s stock is approximately 7% below its all-time high and could test this level if results are favorable.
• The appearance of a robo-taxi app in the Korean App Store is interpreted as a signal of technological and policy shifts.
• Musk’s comment about “texting” implies conditional Level 4 confidence and regulatory pressure.
• The acceleration of the U.S. robotics and AI national strategy favors Tesla’s vertically integrated structure.
• The “iPhone 3GS Moment” signifies that the flywheel of users-data-model is about to kick into full gear.
• A shift to FSD licensing by traditional automakers could trigger a valuation re-rating through high-margin ARR.
• Often overlooked points include multiple leverage from QT easing, FSD accounting models, Korea’s legal and insurance roadmap for robo-taxis, compute bottlenecks, and energy synergies.
• Key keywords: global economy, rate cuts, stock market, artificial intelligence, autonomous driving.

[Related Articles…]

• Tesla Robo-Taxi and the Impact of Rate Cuts on Stock Market Valuations
• Post-FOMC: An Investment Checklist for the Autonomous Driving and AI Robotics Sector

*Source: [ 오늘의 테슬라 뉴스 ]

– [주간 오늘의 테슬라 뉴스] 이번 주 테슬라 전고점 돌파? 지난주 TOP5 + 이번주 핵심 이벤트

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● AI Supercycle Sparks Bull Mania, Liquidity-Backed Rally

2026 Global Economic Outlook and Complete Guide to the ‘Index Equal-Leg Rule’: A Checklist for Stocks to Buy and Timing.

The key points of the economic outlook and practical stock market trading are combined in this article.
It covers everything including how to use the ‘Equal-Leg Rule’ – the secret behind index rises – as well as its failure conditions, changes in the interest rate, inflation, and exchange rate regimes in 2026, and the effects of major AI infrastructure investment cycles on stock prices.
It also separately outlines practical variables seldom discussed in other YouTube channels or news, such as option microstructure, liquidity (QRA·RRP·TGA), Japan’s YCC and yen carry structure, and corporate buyback windows.

Today’s Key News at a Glance.

• Indexes mostly follow two patterns: they rise significantly, correct, and then either rise again or fall.
• The ‘Equal-Leg Rule’, which suggests that after a correction, the subsequent rise will mirror the initial climb, is often effective in practice.
• The 2026 economic outlook should be considered under three scenarios: Base (gradual deceleration with a soft landing), Upside (productivity and accelerated AI investments), and Downside (credit events).
• The combination of exchange rates and interest rates determines the risk premium, while AI infrastructure spending sets the lower bound for stock market valuations.
• In Korea, the realignment in memory, HBM, packaging, power/cooling, shipbuilding/defense, and secondary battery sectors is likely to lead the market.

The Core of the ‘Index Equal-Leg Rule’: How to Set a Target Price with an Equal Leg.

• Definition.
  The idea is that after the first upward move (Swing A) comes a correction, and when the re-rise begins, the second upward move (Swing C) typically extends by an amount similar to Swing A.
• Steps.
  1) Precisely anchor the starting point of the baseline trend and the first peak.
  2) When the correction’s low is confirmed, replicate the length of Swing A upward to set the target price.
  3) Conservatively, consider an extension of 0.618~0.786 times A, and more aggressively, 1.0~1.272 times.
• Additional Conditions to Enhance Reliability.
  If accompanied by an expansion in trading volume/order book liquidity, upward alignment of the 20-day/50-day moving averages, a stable decline in the volatility index, and buying flows in futures/options delta hedging, the probability of success increases.
• Practical Points.
  The idea that it will “rise by the same amount” is only a rough guideline, and it is safer to take partial profits by checking for a slowdown in trading intensity and gaps in the order book near the target price.

Conditions for the Rule to Work vs. Conditions for Failure.

• Conditions for Success.
  When net liquidity supply is positive, earnings momentum is improving, there is inflow from ETFs/passive investing, the buyback window is open, and option positioning is accumulating upper call gamma.
• Conditions for Failure.
  When there is a macro shock (a rapid widening of credit spreads, a surge in commodity prices re-heating inflation), sudden exchange rate fluctuations, a sharp rise in interest rates due to a huge increase in government bond issuance, or an upper cap suppression due to a switch in option gamma.
• Market Microstructure to Watch.
  The behavior of 0DTE options (banana/charmy flows), end-of-month/quarter rebalancing, major events (central bank meetings, CPI, employment data), short interest, and long/short crowding indicators.

2026 Economic Outlook: Three Scenarios and Portfolio Guidelines.

• Base Scenario (Soft Landing).
  While growth rates will decelerate near the potential growth rate, employment remains robust, and inflation is expected to gradually stabilize downward from a high level.
  Interest rates suggest a gradual downward trend, and exchange rate volatility will decrease.
  The stock market is anticipated to have a modest upward trend driven by a combination of rising earnings and stable multiples.
• Upside Scenario (Acceleration).
  Margins expand as AI productivity becomes visible, corporate capital expenditures resume, and supply chains normalize, leading to an upward shift in the earnings cycle.
  Investments in AI servers, memory, and power infrastructure could increase as a percentage of GDP, possibly lifting the upper bounds of valuations.
• Downside Scenario (Credit Event).
  If commercial real estate, high-yield bonds, and rising bank loan loss provisions coincide, spreads could widen dramatically triggering risk-off sentiment.
  In such a case, a sharp drop in interest rates and a surge in exchange rates (strong dollar) may follow, making it prudent to increase allocations to defensive stocks, cash, and high-quality bonds.

Equal-Leg Rule Trading Checklist: Making It Repeatable.

• Consistent Time Frames.
  Measure swings on the same time scale.
• Standardized Anchoring.
  Apply consistently based on either gap-inclusive highs/lows or closing prices.
• Correction Depth.
  Statistically, a re-rise is favorable after a 0.382~0.618 retracement.
• Risk Management.
  Place stops below the correction low and secure a risk/reward ratio of at least 1:2.
• Exit Rules.
  Take 50% profits at the first target (0.786~1.0), and ride the trend with the remaining position using a trailing stop.

Strategies by Index: Covering Interest Rates, Exchange Rates, and Commodities at Once.

• U.S. S&P500/NASDAQ.
  The AI infrastructure cycle drives earnings, and buybacks along with passive inflows support the floor.
  However, the more concentrated the mega-caps become, the higher the potential for volatility to re-escalate at the top.
  Consider taking partial profits in areas where the equal-leg target and option gamma levels overlap, and include quality stocks and quality factors during corrections.
• Korea KOSPI/KOSDAQ.
  Memory/HBM price cycles, foundry/packaging capacity, and semiconductor equipment cycles are key.
  As the earnings visibility in shipbuilding, defense, power grids, and secondary battery materials increases, there is room for a value re-rating.
  As exchange rates stabilize, foreign investor flows improve, increasing the likelihood of achieving the equal-leg target.
• Interest Rates and Bonds.
  Normalization of the long- and short-term spread can be an early sign of an upward shift in the economic/earnings cycle.
  For bonds, maintain a medium duration during a soft landing, and extend duration for hedging in a downside scenario.
• Commodities and Gold.
  Investments in power grids, copper/silver/lithium supply, and geopolitical risks support prices.
  If inflation expectations rise again, gold and inflation-linked bonds serve as an insurance for the portfolio.

2026 AI Trends: Themes That Move Both Earnings and Multiples Simultaneously.

• Data Centers/Servers.
  Capital expenditure flows across the entire value chain, including GPUs, HBM3E/next-generation HBM, COWOS/packaging, optical modules, switches/networking, and liquid/immersion cooling.
• Power/Grids.
  Upgrades in generation, transmission, and distribution, as well as transformers/cables and peak management software, benefit concurrently.
• Edge/On-device AI.
  NPUs, AI PC/smartphone refresh cycles, and low-power models stimulate hardware replacement demand.
• Enterprise Software.
  Paid services for agents/copilots boost ARPU, supported by security/governance/RAG infrastructure.
• Regulation and Standards.
  AI governance, data sovereignty, and GPU export controls create varied risks and opportunities for specific companies and countries.

Key Points Rarely Mentioned Elsewhere (The Essentials Only).

• Option Microstructure.
  The banana/charmy effects of 0DTE options can “lock in” the intraday trend to complete the equal-leg move, or conversely, suppress the top, increasing the likelihood of failure.
• Liquidity Technical Indicators.
  Changes in the U.S. Treasury QRA, TGA balance, and reverse repo (RRP) balances can alter the intraday beta of interest rates and risk assets.
• Japan’s YCC and Yen Carry.
  A weak yen can support global risk-on sentiment; however, a rapid reversal creates cross-asset headwinds.
• Buyback Windows.
  During blackout periods around earnings announcements, the upper momentum of indexes is reduced, leading to an increased chance of equal-leg failure.
• Semiconductor Bottlenecks.
  Constraints in HBM and packaging (substrate/assembly) capacity determine the duration of the cycle’s top and the period of stock price gains.

Sector and Stock Ideas: A Core-Satellite Strategy by Scenario.

• Core (Neutral to the Economic Regime).
  U.S.: Mega-cap platforms, semiconductors (accelerators, memory, foundry, packaging), power/utilities, cybersecurity, quality dividend stocks.
  Korea: Memory/HBM, foundry/test/packaging, power/cables/transformers, shipbuilding/defense, selective secondary battery materials.
• Satellite (Upside Bets).
  AI PCs/phones, optical communications, liquid/immersion cooling, power semiconductors, copper/silver related, high-growth software.
• Defensive (Downside Preparation).
  Consumer staples, large healthcare stocks, gold/TIPS, medium-to-long-term government bonds, low-volatility ETFs.

Risk Management and Timing: Adjusting Positions According to the Schedule.

• Event Calendar.
  Mark CPI/employment, central bank meetings, semiconductor earnings season, large-scale government bond auctions, and option expiry weeks in advance.
• Exits and Re-entries.
  Reduce position at the first equal-leg target, and re-enter after event-driven volatility subsides.
• Hedges.
  Manage exchange rate risk with call spreads/put spreads, long volatility positions, and long positions in the dollar index.

Practical Example: Setting a Target Price with the Equal-Leg Rule (Concept Simulation).

• Step 1.
  If the index rises from 2,500 to 2,900, Swing A is +400.
• Step 2.
  A retracement to between 0.382 and 0.5 occurs, bringing the index from 2,900 down to 2,750.
• Step 3.
  When a re-rise starts from 2,750, adding the 400 swing gives approximately 3,150 as the first equal-leg target.
• Step 4.
  If trading intensity slows between 3,100 and 3,150, take 50% profits; let the remainder ride the trend in the excess extension zone (1.0~1.272) around 3,200 to 3,250.

FAQ: One-Line Answers to Frequently Asked Questions.

• Does it always work?
  No.
  It can have a higher failure rate depending on liquidity and event risks.
• Can it be applied to individual stocks?
  It can.
  However, due to significant news/earnings variables, stop-loss discipline needs to be stricter.
• What about ETFs?
  Yes, it works.
  Index-tracking ETFs have low slippage, making rule execution easier.

Investment Checklist: Apply It Today.

• Measure swings based on the time frame you use most frequently in your account.
• Record the initial upward move and the depth of the retracement to create a model.
• Near the target price, check for trading intensity, order book gaps, and option gamma.
• Monitor the regimes of interest rates, inflation, and exchange rates on a weekly basis.
• Use sectors with clear cyclicality as the core, and manage event-driven sectors as satellites.

< Summary >The Equal-Leg Rule is a simple principle where the re-rise is likely to be as large as the initial upward move.
Success rates are higher when liquidity, option structure, and interest rate/exchange rate regimes align.
In 2026, the base scenario is a soft landing with support from AI infrastructure investments and power grid upgrades.
Korea’s lead sectors are memory/HBM, power, and shipbuilding/defense, while in the U.S., semiconductors, power, cybersecurity, and quality stocks are dominant.
Let the target price be determined mechanically, and let exits and re-entries be guided by an event calendar and market microstructure.

[Related Articles…]

• 2026 AI Infrastructure Battle: HBM and Power Grid at Odds
• The Irony of the Interest Rate Pivot: Exchange Rates and Stock Market Breadth Spread

*Source: [ Jun’s economy lab ]

– 주식 차트의 비밀 지수 상승 룰 이거였어?(ft. 김종봉 대표 1부)

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● Billboard Boom, Creators Cash In

2025 Memory Playlist 30-second Vlog Contest Complete Guide: M-CITY Strategic Invitation to Myeongdong’s Giant LED Billboard with Tactics, AI Workflow, and Legal Checklist

This article covers a 30-second story structure that increases the chance of winning, color/subtitle/output settings optimized for LED billboards, an AI editing automation routine, a final 48-hour deadline operation plan, and a copyright/model release checklist—all in one.

It also explains, from a creator economy perspective, why this contest is significant in the context of digital transformation, and discusses the implications of the global economic keywords for 2025—such as inflation and interest rates—for media consumption.

Key News Summary

• Contest Title: 2025 Memory Playlist.
• Format: 30-second horizontal vlog video contest capturing the year 2025.
• Contest Period: 12/5 ~ 12/16.
• Selected Benefits: 10 selected works will be showcased on the M-CITY billboard in Myeongdong, and the screened clips will be uploaded to the official M-CITY SNS after filming.
• Screening Dates: 12/23 ~ 12/25 (screening times will be announced later).
• Billboard Location: Euljiro 51, Jung-gu, Seoul, near Euljiro Entrance Station.
• Video Specifications: 16:9 horizontal, Full HD or higher, within 30 seconds, with possible crop/frame adjustments to match billboard standards.

Three Checklist Methods for Participation

• Instagram.
  • Upload a 30-second horizontal Reel.
  • Mention @m.city.ooh + use hashtag #2025memoryplaylist.
  • Follow the official M-CITY account @m.city.ooh.
  • Tag friends on the event post for extra points.
• YouTube.
  • Upload a 30-second horizontal video, Shorts are also acceptable.
  • Use hashtags #2025memoryplaylist and #mcity.
  • Follow the official channel “엠시티 M-CITY”.
  • Leave a “Participation Complete” comment on the event post.
• Email Submission.
  • Send the file to: kim.yehyun@mk.co.kr.
  • Subject: M-CITY 30-second Vlog Contest_Name.
  • Body: Include your name and contact information.

Post-Screening/Selection Process and Additional Events

• Notification of Winners.
  • Instagram: Check the uploaded Reel and send a DM; final files will be re-submitted via email upon request.
  • YouTube: Winners will be notified via video comments, followed by final file submission via email.
  • Email participants: Individual contact will be made using the submitted contact information.
• Additional Events.
  • The LED screening clips will be uploaded on M-CITY’s official Instagram and YouTube channels.
  • The top 3 participants with the highest combined views and likes will receive additional gifts.

Video Specifications and Technical Details: Advanced Settings Optimized for LED Billboards

• Resolution and Frame.
  • Recommended resolution: 1920×1080 or higher. The original file will be provided upon selection.
  • Frame rate: Fixed at 29.97fps or 30fps, mixing frame rates is prohibited.
• Codec and Bitrate.
  • H.264 High Profile, suggested CBR 25~35Mbps, with a minimum of 20Mbps to prevent color banding.
  • Color space: Rec.709, Gamma 2.4, use 8bit depth without excessive sharpening.
• LED-Optimized Color Correction.
  • Over-saturation of pure red and pure blue can bleed on LED displays; reduce saturation by 10~15%, and keep highlights at a maximum of 90 IRE.
  • Maintain skin tone hue within 25~35° and restrict to within 1.5~2 slots on the vectorscope center.
• Subtitles and Safe Zone.
  • Subtitles are mandatory since the screening is mute; for 1080p, use 64~72px for body text and 90~110px for titles.
  • Use bold Gothic fonts with white text plus a 3px outline or a 60% black background panel.
  • Maintain a 10% inset safe margin and avoid placing information at the edges of the screen.
• Motion and Flicker Prevention.
  • Use a shutter speed of 1/60 or 1/120 fixed; if using slow motion, retime the frames back to 30fps after conversion.
  • Keep panning movements slow, and avoid patterns that cause moiré effects (such as striped shirts or building blinds).
• Accommodating Potential Cropping.
  • Since some cropping/frame adjustments may occur, place key subjects in the central 60% of the frame.

30-Second Winning Story Structure Template

• 0–3 seconds: Super Hook.
  • A single scene symbolizing 2025, with a capitalized title and two cuts within 0.8 seconds each.
• 3–10 seconds: Establishing the World.
  • Present relationships, location, and time in a clear 3-cut composition.
• 10–22 seconds: Core Highlights.
  • A clear, numbered narrative such as “3 Moments That Changed My Year.”
• 22–27 seconds: Emotional Release.
  • Include reaction close-ups, shots of hugging with a pet, family, or friends, using 2–3 frames for a rhythmic cut.
• 27–30 seconds: Ending/Signature.
  • Finish with a short phrase such as “See you 2025,” seasonal B-roll, and two hashtags.

AI Editing Automation Routine: Create Quickly and Enhance Quality

• Rough Cut.
  • Use Premiere Pro’s automatic cut detection or CapCut Beat Sync to trim a 45-second rough cut down to 30 seconds.
• Stabilization and Upscaling.
  • Utilize Topaz Video AI to correct camera shake and restore detail, minimizing low-light noise from smartphones.
• Subtitles and Summarization.
  • Extract dialogue with Premiere Speech to Text and edit the subtitles into key phrases and keywords.
• Color Correction Preset.
  • Apply a quick correction preset like LED_Contrast_Plus: increase contrast by +15, reduce saturation by -10, and lower highlights by -20.
• Quality Check.
  • Use DaVinci Resolve Scopes to check the final levels and remove any highlight clipping above 90 IRE.

Subtitle and Design Guide: Three Principles for Outdoor Legibility

• Ensure a contrast ratio of at least 4.5:1 with a combination of white text and a semi-transparent black panel.
• Emphasize only three key words, keep the rest minimal, and downscale excessive emojis or stickers.
• Exclude brand logos and promotional text, as violations may result in disqualification.

Rights, Safety, and Fair Use Checklist

• Music Licensing.
  • Although the billboard screening is silent, licensed music or self-produced tracks should be used for SNS uploads to avoid copyright issues.
• Model Release and Child Protection.
  • Obtain consent if identifiable third parties appear; for minors, secure a guardian consent document.
• Trademark and Copyrighted Material.
  • Minimize the exposure of signboards and logos through editing, and refrain from using videos for advertising or promotional purposes.
• Proposal Shot.
  • If included, be prepared for a site visit request and note your available contact times.

Countdown Operation Plan: D-Plan for the 12/16 Submission

• D-7~5: Decide on the concept, create a three-act six-shot storyboard, and finalize the shooting list.
• D-4~3: Main shooting, primarily using natural light, capturing multiple short takes.
• D-2: Rough edit, first round of subtitles and color correction; initially assemble a 60-second version, then reduce it to 30 seconds.
• D-1: Finalize sound and subtitles, and perform output tests in three different environments (bright outdoor, indoor, smartphone).
• D-day: Recheck specifications, verify metadata and hashtags, then upload or send via email.

Distribution Strategy to Increase Success Rate

• Optimal Platform Timing.
  • For Instagram Reels, target early weekday evenings after work and test A/B during weekend mornings.
• Designed Completion Rate.
  • A 3-second hook, a transition at 10 seconds, and a signature ending at 27 seconds prevent viewership drop-offs.
• Hashtags and Tagging.
  • Always use #2025memoryplaylist and #mcity, and enhance social proof by tagging relevant accounts and friends.
• Thumbnail.
  • Use a high-contrast front-facing portrait or iconic object, limit text to within three words, and maintain 30% empty space.

Economic and AI Perspectives: The Contest’s Significance in the Creator Economy

• Digital Transformation and the Resurgence of Outdoor Advertising.
  • Large urban LED screens are becoming a medium that bridges online and offline, boosting ROI.
• Global Economic Cycles and Key Economic Trends.
  • In a phase where inflation and interest rates are gradually moderating, consumer sentiment improves, leading to qualitative shifts in content consumption.
• Portfolio Value.
  • A screening on the Myeongdong billboard serves as a brand collaboration and advertising market reference, becoming a valuable asset for participants in the creator economy.

The Real Core Not Often Discussed on Other YouTube or News Outlets

• Due to LED color gamut issues, pure red and pure purple tones can easily vanish; match colors based on skin tones and reduce the saturation of accent colors by 10~15%.
• For LED playback, CBR is typically safer than VBR; it is recommended to output at 25~35Mbps CBR.
• Subtitle strokes with semi-transparent panels provide better outdoor legibility than a single outline.
• When reusing vertical source material, it is highly recommended to shoot the original in 16:9 rather than reframing, to prevent information loss from side cropping.
• Avoid excessive use of slow motion; for LED displays, maintain cuts shorter than 1.5 seconds to preserve rhythm.
• In silent screening environments, clearly convey emotions through expressions, gestures, and text to improve viewer retention.

Frequently Asked Questions Quick FAQ

• Can I upload it as a Short?
  • It is possible, but a horizontal 16:9 format is recommended. For Shorts, use letterboxing or upload a separate horizontal version.
• What happens if the video exceeds 30 seconds?
  • Excess footage will be automatically edited out, so keep the total duration within 29.5 seconds including external titles.
• Is music absolutely necessary?
  • Since the screening is silent, visual storytelling comes first. However, for SNS uploads, licensed music should be added at a minimal volume.

Recheck the Regulations

• Videos with SNS channel names or corporate logos used for advertising or promotional purposes will be disqualified.
• The billboard screening is silent, so the use of subtitles is recommended.
• If proposal videos are included, be prepared for a site visit cooperation request.

Hashtag Suggestions

#2025memoryplaylist #mcity #엠시티 #VlogContest #30SecondVlog #VlogEvent #VideoContest #MyeongdongBillboard #Myeongdong #EuljiroEntrance #CreatorEconomy #DigitalTransformation #ContentMarketing

< Summary >

The contest runs from 12/5 to 12/16 and features a 30-second horizontal vlog, with 10 entries being screened on the M-CITY billboard in Myeongdong.

Since the screening is silent, subtitles, high-contrast design, and a concise story structure are essential.

Apply LED optimizations such as CBR 25–35Mbps, Rec.709, 30fps, and central 60% framing.

Submit via Instagram, YouTube, or email, and expand visibility through friend tagging and hashtags.

Check copyright and model release statuses, and use the deadline D-plan to minimize production risks.

This contest is an opportunity to enhance your portfolio value in the era of digital transformation and the creator economy.

[Related Articles…]

• 2025 Digital Transformation and the Creator Economy: The Resurgence of OOH Advertising
• How Moderating Inflation and Interest Rates Affect Media Consumption

*Source: [ Maeil Business Newspaper ]

– 🎥✨ 2025 Memory Playlist – 30초 브이로그 공모전

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