1. Fragmentation of AI Agents: Discard the Noise and Focus on These Key Projects

Last year, when there were so many L1/L2 public chains that we couldn’t count them with both hands, liquidity fragmentation became a major challenge. Subsequently, Bitcoin L2 entered the market, causing a surge in the number of L2s. Click to read

2. Messari: What should be the appropriate valuation of Symmio

There is a constant influx of funds into order books and AMM (automatic market maker)-based perpetual contract exchanges on L1 and L2. However, we believe that these models are essentially unfeasible and unlikely to be long-term winners due to technical limitations. Click to read

3. The Heco chain is about to close. What should I do with the assets on the chain?

According to the latest announcement from Huobi Exchange, the Heco chain will be officially closed on January 20, 2025. After January 20, deposits and withdrawals on the Heco chain will no longer be accepted. Previously, in November 2023, the cross-chain bridge of the Heco chain was stolen, and virtual currency with a total value of US$8,540 was lost. Since then, the Heco chain has been in a state of suspension for a long time. Click to read

4. The altcoins have fallen numbly. Is there any chance in the future?

Throughout December 2024, adjustment was undoubtedly the main tone of the market. Although the maximum decline of Bitcoin from its highs was only 15%, the decline of many altcoins has been halved, and even the entire gains of some altcoins in this round of bull market have been completely wiped out. According to CoinMarketCap data, in this round of adjustments, the median of the largest decline of the top 100 currencies by market value was 44%. Such a sharp decline has only occurred in the crashes of May 19 and March 12 in the past five years. Therefore, this adjustment has also caused the market to suffer a heavy blow to altcoins. So, is there still a chance for the altcoin market? Click to read

5. Have we ushered in the altcoin season?

Given Solana’s stellar performance in 2024, the meme coin craze, the resurgence of DeFi, and the recent rise of AI agents, some believe that “altcoin season” has arrived. Click to read