1. BTC Pullback: Is this cycle coming to an end?
The attention of capital allocators is as short as that of ants, and now they seem to be suffering from short-term amnesia. In recent days, Bitcoin has pulled back from its historical high of $124,000, sparking debates about whether the Bitcoin cycle has ended. Click to read
2. Bitcoin valuation in the third quarter: Two major factors, fundamentals and macroeconomics, may drive BTC to $190,000
Currently, the Bitcoin market is driven by three core factors: 1) Global liquidity expansion, 2) Accelerated inflow of institutional funds, 3) A crypto-friendly regulatory environment. These three factors are working simultaneously, creating the strongest upward momentum since the bull market of 2021. Bitcoin has risen approximately 80% year-on-year, and we expect that there won't be many factors in the short term that can disrupt this upward momentum. Click to read
3. Hyperliquid: 11 people support a decentralized Binance with an annual income of $1.1 billion
According to the latest media reports, based on DeFiLlama data, the Hyperliquid protocol generated approximately $95.63 million in revenue over the past 30 days, with an expected annualized income of $1.147 billion. The team consists of only 11 people, meaning the per capita annual income exceeds $100 million, and it has been called one of the 'companies with the highest per capita revenue in the world' by foreign media. Click to read
4. Conversation with VanEck executive: What is the current investment strategy for crypto assets? Is the Bitcoin four-year cycle still ongoing?
In this episode of the podcast, Anthony Pompliano interviews Matthew Sigel, head of digital asset research at VanEck, discussing investment strategies for crypto-related stocks, new staking regulations, and market cycles. The NODE ETF he manages has achieved a return of 28-30% in less than four months since its launch in May, far exceeding Bitcoin and the S&P 500, adopting a diversified 'barbell' strategy covering traders, infrastructure, and fintech companies. Click to read
5. Why is Trump determined to push for the dismissal of Cook? Seeking to control the majority seats of the Federal Reserve Board
U.S. President Donald Trump is pushing for the dismissal of Federal Reserve Governor Lisa Cook. Media analysis suggests that if the dismissal is successful, he will have the opportunity to further expand the White House's influence over the Federal Reserve by controlling the majority of the seven-member Board.
