Macro Trends

In the crypto field, the United States is indeed the global center. Well-known top applications and institutions such as Ethereum, UniSwap, Binance, Coinbase, DCG, and a16z are either born in the United States or headquartered there, establishing extremely close ties with the country.

This article will explore the future development of AI and cryptocurrency, as well as explore investment opportunities, through seven modules: computing power cloud, computing power market, model assetization and training, AI Agent, data assetization, ZKML, and AI applications.

The report provides compensation data for the cryptocurrency industry, showing that compensation and equity are higher at U.S. companies than at international companies, with founder pay increasing as companies raise more capital but equity ratios declining. Most companies adjust compensation based on local market rates or geographic tiers, with international companies preferring to pay in cryptocurrencies.

The article analyzes the challenges and potential impacts facing Ethereum spot ETFs. The approval of Ethereum spot ETFs could increase investment and liquidity in the US stock market, positively affecting prices and setting a precedent for other PoS-based cryptocurrencies. However, concerns from the SEC regarding Ethereum's centralization, security, and market manipulation pose obstacles to approval. Additionally, the article discusses the impact of Japan's bank interest rate adjustments on the cryptocurrency market, as well as the differences between Bitcoin and Ethereum in market liquidity and price stability.

Nansen, Lookonchain, and Dune Analytics are leading projects in the crypto data analysis space, providing users with in-depth on-chain data analysis and playing an indispensable role in the development of blockchain technology. This study will delve into the characteristics of these three platforms and their significance for the development of blockchain technology.

BlackRock has launched an on-chain tokenized fund, legitimizing on-chain real world asset industries and paving the way for other institutions to take similar actions. This article introduces some outstanding projects leading the RWA market (such as Mantra, Ondo Finance, etc.), and what elements are indispensable!

After a year of silence, the Layer1 public chain Core Chain has recently regained market attention due to its impressive surge. Core's exponential growth is attributed to the demand from Bitcoin miners and the emergence of BTCFi narrative.

In 2024, we will witness the arrival of a cryptocurrency “super cycle,” not only due to the cyclical effects of economic factors but also based on the fusion of the traditional financial world with decentralized finance, propelling the cryptocurrency market into an unprecedented growth stage. The “Value Network Effect” (VNE) will become a new standard for measuring the influence of cryptocurrency assets.

Why are cryptocurrency exchange founders like SBF and CZ constantly facing money laundering allegations? How do cryptocurrency mixers like Bitcoin Fog and Tornado Cash facilitate money laundering? How do virtual asset service providers avoid suspected money laundering transactions and meet compliance requirements? Today, we will explain it all.

Public goods are a fundamental concept in Western economics concerning the collective well-being of society and the market. In Web3, this concept entails being adequately non-excludable and non-rivalrous.

AI x Crypto encompasses multiple subfields, including AI Agents, decentralized computing, data, oracles, ZKML, FHEML, coprocessors, Memes, generative art platforms, and gaming applications.

The blockchain market has grown rapidly during the COVID-19 pandemic driven by P2E gaming.

The current situation where the security of tokens depends entirely on the project's self-awareness. To address this, we may need to improve token mechanisms or introduce effective token supply monitoring schemes to ensure transparency in token quantity changes. We need to be vigilant, as while people's awareness of fraud is increasing, attackers' anti-fraud techniques are also constantly evolving. This is an ongoing game, and we need to continue learning and thinking to protect our interests.

The SEC's approval of Bitcoin ETFs in the U.S. has started to bring cryptocurrencies into the institutional space, and large public funds with significant capital under management are expected to enter the market.

As a form of cultural expression, meme coins need time to earn people's trust, especially in an industry that has held onto doctrines about what value is for decades. However, even without this point, meme coins hold social value, as they are an important litmus test for financial freedom.