jakiro
- Investment Research
- November 21, 2025
- 35 views
Non-farm payrolls in September: a textbook “Goldilocks”
Author: Degg_GlobalMacroFin, Source: Sina Weibo PS: Picture 1 is from Banana2, and the prompt is that this long review has not been changed word by word. My feelings after seeing…
- Investment Research
- November 21, 2025
- 30 views
Strategy may be delisted from indices such as the Nasdaq 100, risking billions of dollars in losses
Bao Yilong, Wall Street Insights Michael Saylor’s Strategy is at risk of being dropped from mainstream benchmark indexes such as the MSCI US Index and the Nasdaq 100 Index. JPMorgan…
Single point of crisis: It’s time for MM to step back from the center
Network effects don’t stop with the Internet. Both water and power grids are highly exclusive and are very suitable for “monopoly” collective management, which can benefit or harm the entire…
Completing the 10-year coming of age ceremony, Vitalik discusses the value of Ethereum
Author: Chloe, ChainCatcher On Monday, the Ethereum Devconnect Developer Conference was held in Buenos Aires, Argentina. During the speech, Vitalik Buterin raised the technical practice framework to discuss the value…
- Investment Research
- November 20, 2025
- 30 views
Bankless: Zcash surges, encryption privacy becomes focus again
Author: David Christopher, Source: Bankless, Compiler: Shaw Bitcoin Vision Privacy technology is being driven by a speculative boom. The price of Zcash’s ZEC token has increased tenfold since the end…
- Research Report
- November 20, 2025
- 32 views
Crypto market macro research report: AI bubble, interest rate repricing and cycle switching
pickwant At the end of 2025, the crypto market was in a period of deep shock driven by a high degree of macroeconomics: Although Bitcoin is still in the high…
- Investment Research
- November 20, 2025
- 34 views
After the 1460% increase: Re-examining ZEC’s value foundation
Author: Lacie, Bitget Wallet researcher; Source: X, @Laaaaacieee The starting point of myth, the foreshadowing of collapse In just the past two months, Zcash ($ZEC) has become the brightest spot…
Ethereum privacy explosion?What voices were conveyed at the Ethereum Developer Conference?
Deng Tong, Bitcoin Vision From November 17th to 22nd, 2025, the Ethereum Developer Conference was held in Buenos Aires, Argentina. More than 75 teams attended this event.At this developer conference,…
- Investment Research
- November 20, 2025
- 32 views
Monthly “report card” from U.S. stocks to currency circles, looking for the next round of growth engines
Introduction Investors have been very cautious since October and risk aversion in global markets has been high.Although U.S. stocks hit new highs at the end of October, they have pulled…
- Investment Research
- November 20, 2025
- 28 views
Deconstructing DAT: Building in-depth analysis beyond mNAV
Author:@sui414, @0xallyzach, @cosmo_jiang，compile@kokii_eth Summary Twenty-eight division pattern: The DAT industry exhibits a power-law distribution, with leading projects of various categories occupying the vast majority of the market share, and long-tail…
