Macro Trends

This article explores the market dynamics of Memecoins and NFTs in current and past bull markets, providing a comparative analysis. It offers insights and recommendations on both value and security aspects, emphasizing the importance of asset protection alongside investment.

This article explores the development of the cryptocurrency market, including technological innovations, regulatory policy adjustments, and the impact of institutional and retail investors.

In an article discussing the differences between L1 and L2 scaling, Vitalik Buterin pointed out that the key difference lies in organizational structure rather than technology. Ethereum, as an ecosystem centered around L2, allows for the creation of unique sub-ecosystems, fostering diverse development. Blockchain culture influences incentive mechanisms, user appeal, and the legitimacy of the ecosystem.

South Korea’s financial system enjoys high trust, which leads to lower enthusiasm for decentralized self-custody and DeFi among users. However, almost no one in South Korea does not know about BTC, and people are more friendly to emerging projects. Due to the FOMO sentiment of investment, value preservation, and wealth creation, South Korea's crypto market remains robust and stands out in the global crypto landscape, especially with the extensive adoption of licensed cryptocurrency exchanges and users.

In this article, the author believes that Web3 is a consensus system with financial attributes, and recommends doing research, being kind to others, and not just entering this field with a speculative mentality.

If software is eating the world, then tokenization of real-world assets is devouring the capital markets. The realm of real-world assets has become one of the most promising use cases for blockchain technology by putting real-world assets on-chain. Bridging the stability and value proposition of real-world assets with the innovative features and potential efficiency of blockchain technology and decentralized finance, insights and explanations are provided for some noteworthy projects.

The Ethereum EIP-3074/EIP-7702 incident reveals the complexity of its governance structure: in addition to the formal governance processes, the informal roadmaps proposed by researchers also have significant influence.

This article analyzes how global elites use policy tools to maintain the status quo, despite the pain these tools may cause now or in the future. The central viewpoint is that the USD/JPY exchange rate is one of the most important variables in the global economy. It also explores the complex interactions between the monetary policies of Japan, the United States, and China and their profound impact on the global economy.

The narrative upgrade track is an emerging concept that is no longer confined to a single project transformation but covers a broader range. The core of this concept is to completely upgrade and reform the project, making it fresh and regaining its competitiveness. Specifically, the narrative upgrade track can be achieved by changing the narrative style of the project, adjusting the basic logic of the project, upgrading the business model, launching innovative products, adjusting the token mechanism, merging with other projects, or even upgrading the brand.

The cryptocurrency market is highly speculative, and investor sentiment (such as fear and greed) often influences decision-making. In this context, establishing a risk management system independent of price fluctuations can provide investors with greater peace of mind, reducing the concern over short-term market volatility. Successful investors usually prioritize investment themes based on in-depth research and analysis rather than engaging in short-term speculation, enabling them to make more rational and sustainable investment decisions.

The more microservices provided by the restaking market, the better the user experience. Users no longer need to choose services from multiple independent providers; instead, they can purchase all the required services from one restaking market. This article organizes the dynamics of restaking and provides further informational content for readers.

"The narrative upgrade is an emerging concept that no longer confines itself to singular project transformations but encompasses a broader scope. At its core, this concept involves comprehensively upgrading and reforming projects to revitalize them and regain competitiveness. Specifically, the narrative upgrade track can be achieved through changing the project's narrative approach, adjusting its fundamental logic, upgrading business models, launching innovative products, adjusting token mechanisms, merging with other projects, or even rebranding."

This article delves into the status of Bitcoin (BTC) in the cryptocurrency field and the challenges it faces, especially from the competition with dollar stablecoins. The article reviews Bitcoin's early use as a currency and its innovations in the financial sector, while also pointing out the limitations of Bitcoin in practical applications. It analyzes how dollar stablecoins are gradually replacing BTC and ETH as the main trading mediums and discusses how the United States is expanding its monetary dominance through the digital cryptocurrency market. Additionally, the article explores the future of blockchain technology, the potential of crypto assets, and how the integration of decentralized finance (DeFi) and real-world assets (RWA) can benefit the US. Finally, the author holds an optimistic view of the future of cryptocurrencies, believing that the new generation of cryptographic technologies will drive the progress of decentralization.

The U.S. House of Representatives has passed the "21st Century Financial Innovation and Technology Act," aimed at establishing a regulatory framework for the cryptocurrency market, protecting consumers, and promoting innovation. Prominent investment firm a16z has provided a detailed analysis of the bill.

In the fast-paced Web3 market, mergers and acquisitions may become key strategies, but they should be avoided if used solely for price manipulation or risk evasion. Mainnet mergers offer benefits such as enhanced competitiveness, talent retention, and increased value expansion. With the continuous growth in the number of blockchain projects, only a few mainnets will eventually gain market favor. It is expected that frequent mergers and acquisitions will address deficiencies and strengthen advantages.