1. Bitcoin and Cryptocurrencies Are Taking Over Wall Street
Bitcoin and cryptocurrencies have brought more clients, more assets, more revenue, and more profits. Wall Street favors all four. As we continually see traditional participants with foresight profiting from this emerging industry, we should anticipate many followers eager to replicate such success. Click to read
2. Eight Key Narrative Directions and Related Projects Worth Noting
Last month, I once again tried to guide a friend from outside the circle into the crypto world. Just ten minutes later, when the process reached 'Choose Wallet' and 'You need to pay Gas fees with another token now', her expression began to look bewildered. This made me realize: what we are facing is not a knowledge gap, but a design gap. Click to read
3. The Intelligent Agents in the Market
If the future of the internet is a market where agents (also called intelligent agents) pay each other to provide services, then cryptocurrencies will find a mainstream product market fit that they could previously only dream of. While I believe agents will pay each other to provide services, I am not sure whether this market model will succeed. Click to read
4. The Inevitability of MEV
You may have noticed that almost all of our recent articles revolve around a common point: the frequent and large-scale flow of funds. Our core argument remains that blockchain is the new financial 'track', and those products that can drive high-frequency capital flow will become the winners in the next phase of crypto evolution. This logic also guides our view of the mergers and acquisitions market. Now, it's time to understand how value is extracted from each block. Click to read
5. Has the Altcoin Season Really Arrived?
The cryptocurrency market is showing signs that the altcoin market is about to welcome an 'altseason', a period where altcoins significantly outperform Bitcoin. Technical charts and market sentiment consistently indicate that, driven by changes in key indicators and capital flows, altcoins may experience a broader rebound in May 2025. Click to read
