1. Galaxy: What are big companies building on Ethereum?

There are more than 50 non-crypto companies that have built products and services on Ethereum or Ethereum L2. These companies include fashion brands such as Louis Vuitton and Adidas, as well as financial institutions such as Deutsche Bank and Paypal. These products and services obviously do not include those related to general market infrastructure such as cryptocurrency trading, custody, auditing and compliance. Instead, they are related to crypto-specific infrastructure and use cases such as NFTs, RWAs, Web3 developer tools and L2s. Among the 20 financial institutions that have built crypto-specific infrastructure and applications, 10 are banks, and most of them issue RWAs on Ethereum. This report aims to highlight the early and major use cases of Ethereum used by traditional companies and institutions. Click to read

2. Grayscale: BTC can replace part of the Nasdaq 100 Index investment

Nasdaq 100 Index stocks and Bitcoin are completely different but complementary investment portfolios. The Nasdaq 100 Index includes the largest non-financial stocks listed on the Nasdaq exchange with a concentration of technology stocks. Bitcoin is the first public blockchain and is now the largest crypto asset by market value. [1]Both the Nasdaq 100 and Bitcoin can be viewed as high-growth investments at the forefront of the digital transformation of the economy. Replacing some Nasdaq 100 stock investments with Bitcoin in a portfolio allows investors to reduce U.S. equity concentration risk and may help optimize risk-adjusted returns. Click to read

3. What is Trump's strategic Bitcoin reserve?

In CryptoDCA's recent article "What kind of mentality should we have before fixed investment", we realized that when implementing a fixed investment strategy, we must pay close attention to national policies and use these long-term and macro factors to guide our investment decisions. The impact of policy factors is often persistent and long-term. Taking a country's industrial development policy as an example, such policies usually take decades to show their effectiveness, and factors at this level of influence are usually easy for the public to understand, and their future trends can be predicted. Therefore, they can be an important reference for investors when considering market trends, especially for the prediction of long-term market trends. Click to read

4. Encrypted payment channel: a superconductor suitable for payment

As time goes by to 2025, blockchain has gradually built a financial payment ecosystem parallel to the traditional financial system. The encrypted payment channel has carried 200 billion stablecoins and 5.62 trillion US dollars in stablecoin transactions in 2024. This is Visa's adjusted data, which is more suitable for payment itself and is almost the annual transaction volume of Mastercard. According to the statistical caliber of Cathie Wood, ARK Invest's report, in 2024, the annualized transaction volume of stablecoins will reach 15.6 trillion US dollars, which is about 119% and 200% of Visa and Mastercard respectively. Click to read

5. Can Trump make Bitcoin useful?

Holding Bitcoin is cool again. U.S. President Donald Trump's vow to make the United States the "cryptocurrency capital of the world" has helped push the price of Bitcoin to an eye-popping six-figure high. Wall Street banks and money managers are preparing to enter the market in a big way. Investors hope that Trump can transform the often-derided token into a mainstream financial asset and usher in a golden age for cryptocurrency. Click to read