1. Pantera: The Path to Crypto Adoption Where Will the Next 100x Opportunity Appear

What does the path to mainstream crypto look like? When you put aside the noise and speculation, this is the most important question. As investors, our job is to explore the path to adoption because this is where we find the next 100x opportunity. But the best venture capitalists don't predict the future. They look at the present with great clarity. One thing is clear about the coming year: 2025 will be a turning point for the crypto industry. Click to read

2. Pantera founder: The impact of the US election has not been fully understood and has not been priced in Bitcoin

We believe that the old Wall Street adage "Buy The Rumor, Sell The News" does not apply to the launch of a spot Bitcoin ETF, although it worked well in the days when CME Bitcoin futures went online and Coinbase went public. Click to read

3. One article to clarify the three major concepts of DeFAI, DeSci and DePIN

"Bull market brings out concepts", as the bull market kicked off in November last year and BTC broke through 100,000, combined with technological progress, more and more AI+Web3 concepts have made us dazzled. The rapid iteration of related concepts and the huge imagination have gradually made sleep a luxury. Recently, my good friend Renée released a video about DeSci, where hot money is pouring in. Is it the beginning of a revolution and a breakthrough, or is it just another smoke and mirrors? This gave me the motivation to explain DePIN, DeSci and DeFAI to everyone in the simplest language possible. Click to read

4. CoinShares Research Director: FOMO Effect of Bitcoin Strategic Reserve

We believe that the passage of the Bitcoin Act will have a more profound long-term impact on Bitcoin than the launch of an ETF. Although ETP inflows reached a record high of $44.2 billion in 2024, more than four times that of any previous year, indicating the success of ETF launches, we have not yet seen a significant increase in institutional investor interest in Bitcoin as an asset class.Click to read

5. Cycles in the Crypto Market: What Causes Markets to Rise and Fall

It is obvious that the reason for the rise in the market is that new money flows into the market. From now on, I will discuss the concept of new money flowing into the market in conjunction with the "wealth effect". We should all hope that the crypto industry can create real value (wealth) in the world and share the fruits of monetary expansion. This can be achieved in several ways. Click to read