Possible deflationary shock: AI, demographics and policy force the Fed to act
Author:Anthony Pompliano, founder and CEO of Professional Capital Management, compiled by: Shaw Bitcoin Vision The U.S. economy is suffering from multiple deflationary factors at the same time.These intertwining trends force…
jakiro
- Investment Research
- December 9, 2025
- 44 views
Valued at US$1 billion, why Farcaster threw in the towel after five years of exploration
After five years of establishment, a total of approximately US$180 million in financing, and a valuation that once approached US$1 billion,FarcasterOfficially admitted: Web3 social road has not been successful. Recently,…
- Investment Research
- December 9, 2025
- 41 views
Bitwise CIO: How to Invest in Crypto
Author: Matt Hougan, Chief Investment Officer of Bitwise; Compiled by: BitChain Vision The interesting thing about this industry is that a lot of people you meet believe in everything: “Ethereum…
- Research Report
- December 9, 2025
- 46 views
Opinion: ETH used to be currency but is now replaced by stablecoins
Author:Dankrad Feist, former researcher at the Ethereum Foundation and current researcher at Tempo; compiled by: Bitchain Vision I’m not a trader.This article only represents a summary of my personal views…
- Investment Research
- December 9, 2025
- 44 views
The undervalued Ethereum Fusaka upgrade: capacity expansion, fee reduction, inflation to deflation
Author: Weng Xiaoqi, CEO of Xinhuo Technology; Source: FT Chinese In the late autumn of 2025, the global crypto asset market experienced a violent correction, with price panic and liquidity…
- Investment Research
- December 9, 2025
- 39 views
TCG in-depth research: US$8 billion in on-chain investment from Gacha to derivatives
Author: Max Wang @IOSG Over the past few months of 2025, the on-chain TCG (trading card game) scene has gained tremendous traction.Off-chain, especially since 2019, TCG’s popularity has generally increased…
- Investment Research
- December 9, 2025
- 38 views
The “currency premium” for L1 tokens is fading
Author: Silvio; Source: X, @SilvioBusonero; Compiler: Shaw Bitcoin Vision L1 token valuation is a comprehensive reflection of multiple factors:Meme effect, fees, security and its on-chain applications.The least understood among them…
Will China stop stablecoins?Wang Yongli’s explanation may not be enough
Author: Zhang Feng Recently, discussions among domestic industry, policy circles and academia have heated up around the supervision and development path of stablecoins.Wang Yongli, the former deputy governor of the…
Global monetary policy transition: US reflation, yen appreciation and carry trade
The September PCE data released by the U.S. Department of Commerce on December 5, 2025 became a key node: the U.S. core PCE annual rate was 2.8%, slightly lower than…
- Investment Research
- December 8, 2025
- 29 views
Underground Argentina: Young people living in poverty and the middle class returning to poverty
Author: Sleepy.txt In Argentina, even the dollar has failed. Pablo’s identity is somewhat special.Ten years ago, he was a Huawei employee assigned to Argentina and lived in this South American…
