1.Arthur Hayes: Super cycle is coming BTC and cryptocurrencies will be the release valve for fiat
What a bad week. If you were a fool and didn't fly to Singapore last week for Token2049, I pray for your soul. Over 20,000 righteous followers praised God in any way they saw fit. I've been to almost every Formula 1 race in Singapore since the night races began, and I've never seen the city so lively. Token2049 attendance doubled year-on-year. I've heard that some lesser-known projects paid up to $650,000 to speak on some of the smaller stages. Click to read
2. Messari: A quick look at the main competitors in the stablecoin market
Tether's record-breaking profitability last quarter has made it one of the tradfi giants. But the huge profit of $5.2 billion has also made it a target for new competitors who want to get a piece of the pie. Click to read
3. Native selling pressure of Bitcoin, Ethereum and Solana
Selling pressure is the dark enemy of all asset holders. Although venture capital funds and dishonest KOLs usually take the lead in this regard, supply shock stocks, miners and a growing number of institutional investors have now become the dominant force of fear, uncertainty and doubt (FUD), commanding billions of dollars in net flows. However, local selling pressure is a function of the token economics (Tokenomics) of each network and protocol - this mechanism is encoded in every destruction, minting and annualized revenue distribution function to incentivize stakeholders while avoiding economic inflation and preventing the price of the system's native token from plummeting.Click to read
4. How Pyth Oracle Seizes Market Opportunities: High Performance and Multi-Chain Support
In the Crypto field, the middleware track has attracted widespread attention in recent years. Since the rapid rise of Chainlink and The Graph in 2021, many venture investors have begun to chase this field, especially on topics such as safer bridges (ZK bridge), cheaper oracles (multi-chain + low-cost deployment) and more effective on-chain data (real-time + high-quality data), believing that these will be the next big innovation at the public chain level. Click to read
5. Reviewing the development of Ethereum, what does its future depend on?
Over the years, Ethereum’s ability to host a wide range of applications and assets has become apparent, but the investment case for its native token, ETH, has become increasingly complex. With key protocol changes, especially the hard forks that activated EIP-1559 and EIP-4844, investors have begun to wonder how Ethereum’s adoption will translate into ETH’s long-term value. While the platform has scaled, the relationship between its growth and ETH’s supply and demand (and therefore its price) is no longer as simple as it once was. Click to read