Will ICOs replace airdrops in 2026?
Predicting market super cycles
Dragonfly Partner: Why is it that the birth of a new public chain is accompanied by criticism?
The x402 payment ecosystem is ushering in its own “Taobao moment”
When the crypto market weakens, why do privacy coins buck the trend?
Bitcoin miners’ income fell to a record low. Where is the new revenue growth point?
Only when the tide recedes can we see the future: When talking about prices, we are actually talking about the future
Bridgewater Co-Chief Investment Officer: The AI craze is underestimated and the bubble is far from coming
Digital bank Revolut: The “gravedigger” of traditional banks?
How Cooling Inflation Affects Bitcoin’s Narrative and Price Action
jakiro
- Investment Research
- November 20, 2025
- 26 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
- 22 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
- 25 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
- 27 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
- 23 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…
Why Kohaku is critical to Ethereum’s 2025 privacy transformation
Author: Bradley Peak, Source: Cointelegraph, Compiler: Shaw Bitcoin Vision Ethereum’s privacy paradox When Vitalik Buterin took the stage to demonstrate Kohaku at Devcon 2025, he bluntly summed up the current…
- Investment Research
- November 20, 2025
- 23 views
Bitcoin on-chain data: MVRV price divergence, long-term “BTC” impact weakens
Author: TVBee.edge; Source: X, @blockTVBee MVRV divergence In the past, the peak value of MVRV was close to the peak value of BTC price, and generally fluctuated in the same…
- Research Report
- November 20, 2025
- 25 views
BTC hit a new low of 89,000, looking at the market reaction from on-chain and off-chain data
Source: Glassnode; Compiled by: Bitchain Vision Key points of this article: Bitcoin has fallen below the STH (Short Term Holder) cost base and the -1 STD (Standard Deviation) range, putting…
- Investment Research
- November 20, 2025
- 23 views
Grayscale Research Report: LINK between traditional finance and the crypto world
Author: Zach Pandl, Head of Research at Grayscale; Michael Zhao, Researcher at Grayscale; Translation: @bitchainvisionxz Key points of this article: Chainlink is the key connection hub between the crypto world…