BMNR structure concerns: based on mNAV valuation mechanism and risk evolution analysis
Author: Cubone, Wu said blockchain US listed company BitMine Immersion Technologies (BMNR) is trying to replicate the MicroStrategy-style path — — — Use equity financing to quickly increase holdings in Ethereum, and build…
jakiro
- Investment Research
- August 20, 2025
- 53 views
Crypto venture capital fell 59% in the second quarter, and late trading dominated
Author: Gino Matos, Source: CryptoSlate, Compiled by: Shaw Bitchain Vision In the second quarter of 2025, the amount of venture capital in the cryptocurrency sector fell by 59% month-on-month to…
- Investment Research
- August 20, 2025
- 57 views
Bitwise: BTC will remain the best performing asset in the world in the next 10 years
Author: Matt Hougan, Chief Investment Officer of Bitwise; Compiled by: Bitchain Vision Later this week, Bitwise will release an important new research report – the first Bitwise Bitcoin Long-term Capital…
Fed chairman candidate Bowman calls for change in AI and crypto-regulatory thinking
Author: Zhao Yuhe, Wall Street News Michelle Bowman, one of the next Fed chairman candidates and chiefly banking supervision, told the media on Tuesday that she is currently focusing on…
Double austerity in the United States: corporate debt tightening and CRE tightening
introduction The U.S. financial markets are at a fragile balance in 2025, with Moody’s’ latest report revealing a double tightening of the corporate debt dilemma and the commercial real estate…
- Investment Research
- August 20, 2025
- 52 views
How to calculate the true rate of return of BTC
As we all know, BTC is a zero-interest asset.Therefore, long-term holders who stock up on BTC are usually only able to pay attention to the rise in the price of…
Ethereum tug-of-war
Author: Martin On the one hand, institutions are entering the market in large numbers, and on the other hand, early players are leaving the market with profits. Ethereum Network is…
Ronin returns to the Ethereum ecosystem and the future ecological trends of Ethereum
Recently, the well-known chain game blockchain Ronin officially announced a major transformation, returning to the Ethereum ecosystem, that is, changing from the current Ethereum side chain to the second-layer expansion…
Is Ethereum’s value logic being rewritten?
Ethereum is standing at an unprecedented “multiple narrative resonance” node. At the chain level, the scale of ETH pledge continues to rise, gradually establishing a “risk-free interest rate anchor”; at…
Inception Capital: Why We Invest in Theoriq
Theoriq is a DeFi project focusing on intelligence on-chain asset management, aiming to provide users with automated asset management services through a multi-agent architecture.Recently, the project completed a community round…
