1. Bitcoin and cryptocurrencies are taking over Wall Street

Bitcoin and cryptocurrencies are bringing in more customers, more assets, more revenue, and more profits. Wall Street loves all four. As we continue to see forward-thinking traditional players profit from this emerging industry, we should expect that there will be many followers eager to replicate such success. Click to read

2. Eight narrative directions and related projects worth paying attention to

Last month, I once again tried to guide a friend outside the circle into the crypto world. Just ten minutes later, when the process reached "select a wallet" and 'now need to pay the gas fee with another token', her eyes began to become blank. This made me suddenly realize that what we are facing is not a knowledge gap, but a design gap. Click to read

3. Agents in the Market

If the future of the Internet is a market where agents (also called agents) pay each other to provide services, then cryptocurrency will find a mainstream product-market fit that it could only dream of before. While I believe that agents will pay each other to provide services, I am less clear whether this market model will succeed.  Click to read

4. The inevitability of MEV

You may have noticed that almost all of our articles recently revolve around a common point: the primitives of frequent and large-scale capital flows. Our core view remains that blockchain is the new financial "railway", and those products that can promote capital flows at a high frequency will become the winners of the next stage of encryption evolution. This logic also guides how we view the M&A market. Now, it's time to understand how value is extracted from each block. Click to read

5. Is the altcoin season really here?

The cryptocurrency market shows signs that the altcoin market is about to usher in an "altseason", a period in which altcoins significantly outperform Bitcoin. Technical charts and market sentiment consistently indicate that altcoins may usher in a broader rebound in May 2025, driven by changes in key indicators and capital flows. Click to read