1.Pump.fun closes Pandora's box: profit-seeking spawns bottomless live streaming

On November 26, in response to the recent feedback from the encryption community that Pump.fun’s live broadcast content involves various sensitive and illegal themes, Such as violence, drug abuse, pornography, etc. The platform finally issued an announcement stating that it would indefinitely suspend the live streaming function on the website until the review infrastructure is ready. Click to read

2. A look at the 15 years since entrepreneurship of currency-holding listed companies surpassed the government

As of Currently, listed companies hold more than 500,000 Bitcoins, worth approximately US$48 billion, accounting for 2.422% of the total Bitcoin supply. Institutional investors’ acceptance of Bitcoin has increased significantly. By including Bitcoin on their balance sheets, these companies not only promote the legalization and market recognition of Bitcoin, but also provide impetus for the further development of its ecosystem. The behavior of companies holding Bitcoin also brings a certain degree of market stability, laying the foundation for the long-term growth of Bitcoin value. However, the financial conditions of these companies are closely related to Bitcoin price fluctuations and face potential market risks. Click to read

3. Starting from the bottom, more than 5 members of Trump 2.0 cabinet are "coin speculators"

Only two weeks have passed since Trump was elected, and his 2.0 cabinet team has been nominated. Among its members are not only Bitcoin believers, but also altcoin and Dogecoin supporters. This article will give you a quick overview of the Trump 2.0 team and its stance on cryptocurrency. Click to read

4. In-depth analysis of the opportunities and risks of MicroStrategy - Davis Double Click and Double Kill

Last week we discussed Lido’s potential to benefit from changes in the regulatory environment, hoping to help everyone seize this wave of Buy the rumor trading opportunities. There is a very interesting theme this week, which is the popularity of MicroStrategy. Many seniors have commented on the company's operating model. After digesting and studying it in depth, I have some opinions of my own that I hope to share with you. I think the reason for the rise in MicroStrategy's stock price is the "Davis Double Click", a business design that purchases BTC through financing, binds the value-added of BTC to the company's profits, and obtains financial leverage through an innovative design that combines traditional financial market financing channels. This gives the company the ability to exceed the profit growth brought about by the appreciation of the BTC it holds. At the same time, with the expansion of its holdings, the company has certain BTC pricing power, further strengthening this profit growth expectation. This is also the risk. When the BTC market fluctuates or reverses, BTC's profit growth will stagnate. At the same time, affected by the company's operating expenses and debt pressure, MicroStrategy's financing capacity will be greatly reduced, thereby affecting profit growth expectations. , unless there is new help to take over and further push up the price of BTC, the positive premium of MSTR stock price relative to BTC positions will quickly converge. This process is the so-called "Davis Double Kill". < span style="font-size: 18px;">Click to read

5. Does DeSci need Meme coins?

Does DeSci need MeMe coins? Does MeMe Coin require DeSci? Can DeSci really be as disruptive an innovation as DeFi? During this period of time, I lurked in the unconscious abyss of on-chain PVP and observed for a long time the interpretation and unfolding of DeSci narrative in the phenomenal world. Click to read