Can the Fusaka upgrade push Ethereum towards endgame mode?
Author: Mars_DeFi Source: X, @Mars_DeFi Translation: Shan Oppa, Bitcoin Vision Ethereum’s Fusaka upgrade is the latest step in a ten-year engineering plan that has steadily reshaped Ethereum from a fragile…
Why December 2025 is a critical macro turning point for Ethereum
Author: Digital Asset Research Translator: Shan Oppa, Bitcoin Vision This month, we focus on Ethereum – its major Fusaka hard fork upgrade is about to be implemented, and a series…
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- Investment Research
- December 1, 2025
- 28 views
MSTR’s Tribulation: Short Selling and Palace Fighting
Author: Lin Wanwan MSTR (Strategy) holders may not be able to sleep well recently. The stock price of this “Bitcoin central bank” that was once held on the altar has…
- Investment Research
- December 1, 2025
- 28 views
Will the Hong Kong fire destroy the city’s luck?
Author: Yue Xiaoyu; Source: X, @yuexiaoyu111 On the evening when the fire broke out in Hong Kong, I had just gotten on the plane leaving Hong Kong. I saw the…
- Investment Research
- December 1, 2025
- 32 views
How to apply a bank valuation framework to Bitcoin treasury companies
Author: Andrej Antonijevic, Source: Bitcoin Treasury, Compiler: Shaw Bitcoin Vision Introduction Banks have existed in various forms for hundreds of years.Their business models are often based on a simple economic…
Mantle’s “Escape”: “Switching” from the OP Rollup camp to the ZK camp
Author: Haotian; Source: X, @tmel0211 A few months ago @0xMantleCN completed the technical upgrade from OP Rollup to ZK Validium +EigenDA. Not only did the cost approach the performance of…
Will overseas crypto assets be subject to scrutiny?One article to help you understand CARF
1. Introduction The official website of the U.S. government shows that the Internal Revenue Service (IRS) officially submitted a proposal to the White House on November 14.The proposal is called…
Hidden from open guns, but also guard against hidden arrows: Top ten cases reveal the key to risk control of licensed platforms
Author: Zhang Feng As the anonymity, global circulation and decentralization of cryptocurrency are widely recognized, it has become the “new favorite” of money laundering crimes.From the early “Silk Road” darknet…
BTC falls below $90,000 again. How will the market go in December?
Shaw, Bitcoin Vision On the morning of December 1, cryptocurrencies once again experienced a “flash crash”. Bitcoin dropped by more than $4,000 in two hours, once touching $86,161, a 24-hour…
- Investment Research
- December 1, 2025
- 35 views
Bitcoin’s 5 major signals determine the direction of this bull and bear cycle
Since the launch of the U.S. Spot Bitcoin ETF, the Bitcoin price-driven logic has shifted from on-chain signals to off-chain funds and leverage. Five of these signals jointly determine the…
