1. Bitwise: Four Cryptocurrency Catalysts Not Yet Priced by the Market
The reasons people are optimistic about cryptocurrencies are obvious. However, the market still overlooks some things. Currently, there are many exciting developments in the cryptocurrency space. Regulation and legislation are moving in a positive direction; stablecoins are thriving; corporate purchases of cryptocurrencies are skyrocketing; institutions are slowly but steadily adding cryptocurrencies to their portfolios through ETFs; Ethereum has also regained vitality, injecting some much-needed altcoin energy into the broader cryptocurrency market. Click to read
2. The Stablecoin Sector Heats Up: Analysis of Major Players' Strategies and Related Projects
According to data from defillama.com and artemisanalytics.com, as of August 11, the total value of the stablecoin market has surpassed $270 billion. In July, Trump signed the (GENIUS Act), which officially established a regulatory framework for stablecoins in the U.S. However, since the market began to anticipate the (GENIUS Act), stablecoins have become a battleground for competition. Click to read
3. ETH Treasury Dark Horse ETHZilla Analysis: Deep Support from Thiel and EF with an mNAV as high as 6
With the support of the Ethereum treasury, Ethereum has recently surged, reaching $4,700, just about $150-200 away from hitting ATH. Especially notable are the Ethereum treasury powerhouses BitMIne and SharpLink. In just two to three months, BitMIne has acquired 1.2 million ETH, while SharpLink holds nearly 600,000 ETH. BitMIne and SharpLink represent two typical routes of Wall Street and Ethereum co-founder Lubin's ConsenSys. Click to read
4. OKB Soars 180% in One Day Due to Burn; Can It Rise Further After Shedding Its Platform Coin Identity?
On August 13, 2025, the price of OKB surged over 180% in a short time, skyrocketing from around $47 to a peak of $141, setting a new historical high. This surge was triggered by OKX's announcement of burning 65 million OKB and locking the total supply at 21 million. At the same time, OKX upgraded the X Layer chain, significantly optimizing transaction speed and costs, while retiring the old OKTChain and converting OKT tokens to OKB. Click to read
5. Some Thoughts on Stablecoins
Issuing stablecoins is easy, but getting people to use them is not. USDT, the top-ranked stablecoin, has faced multiple large-scale FUD (fear, uncertainty, doubt) throughout its history; at one point, when the exchange rate was at $7, USDT dropped to over $5. USDC, ranked second, currently has its largest use case in Coinbase's financial services. Tether, which issues USDT, earns $14 billion a year, while Circle, which issues USDC, only makes $140 million a year—99% less. If we only look at issuance volume, the difference is not as pronounced, because USDT issuance has no channel fees, with treasury yields going directly to Tether, while Circle spends 90% of its earnings on acquiring channels, such as buying spots on exchanges like Binance and Coinbase. Click to read
