Macro Trends

This article provides an in-depth analysis of 67 Crypto+AI projects, categorizing them from the perspective of Generative AI (GenAI), and explores how cryptocurrency supports AI and its associated benefits.

This article explains that the cryptocurrency market is on the verge of significant changes. Despite current price volatility, the underlying mechanisms continue to operate, bringing new trends and opportunities.

"Cryptonomicon" presents rich historical and technical details, attracting lots of readers while highlighting the importance of cryptographic technology in ensuring information security and personal privacy. Neal Stephenson and Bitcoin Foundation co-founder Peter Vessenes jointly founded Lamina1, aiming to create a truly open metaverse. By providing robust technical infrastructure, it allows users to seamlessly switch between different virtual worlds, enjoying a consistent digital experience and laying a solid foundation for the evolution of the Web3 ecosystem.

Solana's architectural advantages enable it to achieve a range of use cases and user experiences that may be more challenging on modular blockchains. These features are particularly valuable for applications such as content distribution, DePIN, and CLOB, where its overall design and relentless focus on optimization provide distinct advantages in user experience, developer agility, and security. As the blockchain industry matures, these strengths empower Solana to thrive and gain market share in competitive ecosystems.

比特幣現貨 ETF 的批准為新投資者打開了進入加密貨幣市場的大門，使他們能夠在投資組合中配置比特幣。然而以太幣現貨 ETF 的影響則不那麼明顯，透過流量分析並考慮包括基差交易和從期貨轉換為現貨 ETF 在內的 delta 中性流量，可以發現比特幣 ETF 的實際淨流入量約為 500 億美元，遠低於以太坊衍生品的 280 億美元資金流入量，這表明市場可能已經對以太坊現貨 ETF 的影響進行了定價，其推動以太坊價格上漲的潛力可能受到限制，除非它能夠開拓新的模式來改善其經濟狀況。

Gate Research's Weekly Market Review and Outlook covers Bitcoin and altcoin trends, macro liquidity, on-chain indicators, hot project updates, token unlock information, and key industry events, providing comprehensive analysis and predictions for the cryptocurrency market.

A significant influx of traditional capital is entering the cryptocurrency market via ETFs, with Bitcoin and Ethereum being the primary beneficiaries. Bitcoin, recognized for its strength as a hard currency, holds a substantial market share but has historically lacked the efficient utilization mechanisms that Ethereum offers. The primary method for increasing Bitcoin's value is by using it as collateral to borrow other cryptocurrencies for investment purposes. Rapid development of the Bitcoin ecosystem could unlock more lucrative opportunities for this asset class

This article will deconstruct specific projects and the entire field from both micro and macro perspectives, aiming to provide readers with analytical insights to understand the core competitive advantages of each project and the overall development of the decentralized computing power track. The author will introduce and analyze five projects: Aethir, io.net, Render Network, Akash Network, and Gensyn, and summarize and evaluate their situations and the development of the track.

The FIT21 bill, led by the Republican Party, aims to amend existing securities and commodity regulations and establish a regulatory framework for digital assets to promote the development of the crypto industry. The United States hopes to create a stable and effective regulatory environment for the healthy growth of the crypto asset market through this bill. In the future, we will join forces with the SEC and CFTC to further focus on the integration of Defi and financial markets, NFT and traditional markets, further improve the financial literacy of crypto asset investors, strengthen the infrastructure construction of the blockchain financial market, and protect the rights and interests of investors while maximizing the role of crypto assets and blockchain technology in promoting economic development.

This article introduces the latest evolution in blockchain technology—Layer 3, which aims to provide greater scalability, interoperability, and user-friendly applications to meet the current needs of blockchain developers.

This article comprehensively explores the legal framework and future development of U.S. cryptocurrency payment licenses, examining the historical evolution of cryptocurrency laws in the U.S., the practical aspects of obtaining a cryptocurrency payment license, and the diverse regulatory approaches of different states.

Blockchain technology, with its decentralized nature, is poised to play a crucial role in human society, especially in the face of the weakening of the US dollar and the rise of artificial general intelligence (AGI).

This article explores the impact of current AI developments on the digital world and introduces the concept of deep authenticity. It suggests leveraging the characteristics of blockchain technology to address issues of falsification, thereby meeting humanity's need for authentic information.

Bitcoin is transforming the global monetary landscape. Its fixed monetary attributes and high adoption rate in emerging markets have led to its rapid rise in countries experiencing currency devaluation. With the proliferation of stablecoins and the widespread use of Bitcoin, the vulnerability of fiat currencies is becoming increasingly apparent, potentially leading to more global currency collapses.

Cryptocurrency represents the next stage of this evolution. By utilizing token incentives for expansion, new markets can grow in a more capital-efficient manner. On-chain reputation and history can reduce the costs for any given market operator. Cryptocurrency-based payment methods enable markets to operate seamlessly across borders from the very beginning. All these will not only improve existing markets but also give rise to new markets that can only exist under new cost structures and expansion strategies.