Looking at the crypto industry from the first principles of money: great differentiation led by BTC
2025 Year in Review: The Current State and Trend of Ethereum
Will the policy differences between the U.S. and Japanese central banks reshape global liquidity?
Faith Capital Market: The Essence and Core Value of Cryptocurrency
The golden stage of the crypto field is coming to an end and is heading towards new financial innovation
Magic Eden: From NFT market to crypto entertainment
AI infrastructure debt surge, miner leverage and disappearing “liquidation liquidity”
Cryptocurrency: The shift from asset class to technology sector
Tom Lee’s speech in Dubai: The crypto super cycle is solid and why I still persist
The truth behind the current cryptocurrency market
jakiro
- Investment Research
- November 14, 2025
- 24 views
Gold vs. Bitcoin: Who is in charge of the “offensive and defensive paths” in the investment portfolio?
Author: Divine Grace Digital gold stands out, while traditional gold is as stable as Mount Tai.Complementarity is the way to go. I met a fund manager from a traditional financial…
SEC Chairman May End the Ten-Year Fog of U.S. Token Regulation
Author: Zhang Feng Amid the wave of digital assets sweeping the global financial system, the U.S. Securities and Exchange Commission (SEC) has long been regarded as the most controversial and…
- Investment Research
- November 13, 2025
- 23 views
Why Tether behaves more like a central bank than a stablecoin
Author: Bradley Peak, Source: Cointelegraph, Compiler: Shaw Bitcoin Vision Summary of key points Tether’s balance sheet is dominated by treasury bonds and repurchase agreements, holding $181.2 billion in reserves, $174.5…
- Research Report
- November 13, 2025
- 26 views
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…
- Investment Research
- November 13, 2025
- 24 views
End of shutdown = market rebound?The performance of US stocks and BTC after previous government restarts
Author: David At 5 a.m. on November 13, Beijing time, a government shutdown crisis that lasted for 43 days and set a record in American history was about to come…
Crypto core is a disenchantment for finance
Author: 0xTodd; Source: X, @0x_Todd The core of Crypto is to disenchant finance. At first, everyone thought that coins were rare, and then one-click coin issuance was born. Later, everyone…
Uniswap flips the switch: A $500 million bet and the DeFi civil war
Author: Cathy November 11, 2025DeFi giant Uniswap finally activated the “fee switch” that has been dormant for many years. As soon as the news came out, the market exploded instantly.Uniswap’s…
Polkadot 2.0 system restarts. Who can seize this value revaluation window?
Author: Yue Xiaoyu; Source: X, yuexiaoyu111 Polkadot 2.0 is finally online.But few in the community seem to be paying attention. In this cycle, the Ethereum ecosystem is still struggling, Solana…
- Research Report
- November 13, 2025
- 25 views
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…
- Research Report
- November 13, 2025
- 33 views
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…