jakiro
- Investment Research
- November 24, 2025
- 41 views
Bitwise CIO: DAT differences will become more obvious in the future, and high-quality companies will trade at a premium
Author:Matt Hougan, Chief Investment Officer of Bitwise; Compiled by: BitChain Vision I’ve seen a lot of faulty analysis of Digital Asset Treasury, Inc. (DAT).Specifically, I see a lot of misconceptions…
Multi-dimensional analysis of the sharp correction of Bitcoin and risk assets in November
On November 22, 2025, the price of Bitcoin hovered around US$83,000, a drop of approximately 34% from the all-time high of US$126,210 set on October 6, and a drop of…
Fusaka upgrade makes Ethereum cash flow oriented
Author:Max Wadington, Fidelity Digital Asset Research Team Ethereum’s strategic adjustment FusakaThe upgrade marks a key moment in Ethereum’s evolution, introducing a roadmap guided by clear strategic priorities. This shift marks…
- Investment Research
- November 21, 2025
- 39 views
Ray Dalio: The huge dangers of huge bubbles and wealth disparity
Author:Ray Dalio While I am still an active investor with a passion for investing, at this stage in my life I am also a teacher, trying to teach others what…
- Investment Research
- November 21, 2025
- 37 views
The DAT model is undergoing a huge market test
Author: Yue Xiaoyu; Source: X, @yuexiaoyu111) The DAT model is undergoing a huge market test! 1️⃣ What is the market most afraid of now? It is DAT (Digital Asset Treasury)…
Stablecoins are not “stable”
Author: Alex If you stand on the streets of Buenos Aires or the electronic market of Lagos, you will notice a strange phenomenon:Local people’s trust in their own currency has…
Pantera: Privacy renaissance, the next era of blockchain
Author:Paul Veradittakit, Managing Partner of Pantera Capital; Compiled by: Shaw Bitcoin Vision Since the birth of Bitcoin, the philosophy of the blockchain industry has been centered on transparency as an…
- Investment Research
- November 21, 2025
- 31 views
Bitcoin continues to fall, spot ETFs become the main force, and treasury companies sell coins one after another
The price of Bitcoin has dropped so sharply recently, with the daily price falling for 11 consecutive days! Although I have been openly bearish since November, I did not expect…
US stocks staged an epic dive, BTC was affected and suffered a heavy setback. What happened to the market?
Shaw, Bitcoin Vision On the evening of November 20, the U.S. non-farm employment data for September was released. New jobs exceeded expectations but the unemployment rate rose.Although the three major…
The Fed’s “Eagle” Voice Returns: The Risk of Asset Price Collapse Is an Obstacle in Cutting Interest Rates
Wu Yu, Jin Shi Data Financial market stability concerns, including the risk that asset prices could fall sharply, are becoming a new theme as Fed officials discuss the timing and…
