a16z: Arcade Token The most undervalued token type

Author:a16z,Scott Duke Kominers, Eddy Lazzarin, Miles Jennings, Tim Roughgarden Preface We recently put together a new, comprehensive taxonomy of token types, including network tokens, collectible tokens, and memecoins.Of the seven…

Privacy Coin Track: Revaluation from Anonymity Requirements to Zero-Knowledge Proofs

pickwant This report uses the skyrocketing price of Zcash (ZEC) as an entry point to systematically sort out the technological evolution, valuation re-pricing and medium- and long-term investment logic of…

Data injection?What is the real logic behind Polymarket’s tens of billions valuation?

Recently, a research paper from Columbia University has plunged the popular “Prediction Markets” into controversy. The author of the paper analyzes the blockchain platformPolymarketBased on the two-year historical data, it…

The relationship between Bitcoin and gold: How to choose between BTC, gold and the US dollar?

Author:NDV The NDV research team recently conducted a systematic analysis of the price relationship between Bitcoin (BTC) and gold (XAU).The reason for focusing on this topic is that these two…

Three Times a Week Dash Official Summary of Five Reasons for DASH’s Outstanding Performance

Written by: 0xjs@bitchainvision Dash has performed well recently. Within 7 days, the price of DASH started to rise from 41 US dollars. Even during the sharp drop on November 3,…

On-chain consumer credit: Stablecoins reconstruct the credit flywheel

In the global personal consumer credit chain, borrowers are often like sheep that are kept in a gentle pen—accustomed to convenience but lacking a keen sense of interest rates and…

x402: Value exchange layer in the AI ​​Agent era

x402 Hot Background: Paying for the Absent AI Economy The rapid development of the AI industry has promoted the rise of the concept of agents, but most AI agents are…

Galaxy: The altcoin ETF army is coming, which ones have a bright future?

Source: Galaxy; Compiled by: Bitchain Vision On October 28, three new cryptocurrency spot exchange-traded funds (ETFs) began trading on the U.S. market, but none of them are related to Bitcoin…

x402 is great, but what are the hidden problems?

Author: YQ, in-depth researcher of encryption infrastructure; Translation: xz@bitchainvision In 1994, Marc Andreessen made a major mistake that he would later admit: Netscape failed to embed payments into the browser.Due…

Looking at the current bubble risk in the AI ​​field from the crisis 25 years ago

Author: GMF Research [Editor’s Note] Around 2000, the U.S. telecommunications infrastructure industry, represented by Lucent and Cisco, experienced a transition from high growth to collapse.In this report, we deeply review…

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