1. BTC Correction: Is this cycle coming to an end?
The attention of capital allocators is as fleeting as that of ants, and now they seem to suffer from short-term amnesia. In recent days, Bitcoin has fallen from its historical high of $124,000, sparking debates about whether the Bitcoin cycle has ended. Click to read
3. Bitcoin Valuation in Q3: Fundamental and macroeconomic factors may drive BTC up 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 regulatory environment friendly to cryptocurrencies. These three factors are simultaneously at work, creating the strongest upward momentum since the bull market of 2021. Bitcoin has risen approximately 80% year-over-year, and we expect that there won't be many factors that can disrupt this upward momentum in the short term. Click to read
3. Hyperliquid: 11 people support a decentralized Binance with an annual income of $1.1 billion
Recent media reports indicate that, according to DeFiLlama data, the Hyperliquid protocol generated approximately $95.63 million in revenue over the past 30 days, with an annualized revenue expected to reach $1.147 billion. With only 11 team members, this translates to an average annual income of over $100 million per person, being referred to by foreign media as one of the 'highest per capita revenue companies in the world.' Click to read
4. Conversation with VanEck Director: What are the current investment strategies for crypto assets? Is the Bitcoin four-year cycle still in play?
In this episode of the podcast, Anthony Pompliano talks with 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, employing a diversified 'barbell' strategy covering traders, infrastructure, and fintech companies. Click to read
5. Why is Trump insistent on pushing for the removal of Cook? Seeking to gain control of a majority of the Federal Reserve Board seats
U.S. President Trump is pushing for the removal of Federal Reserve Board member Lisa Cook. Media analysis suggests that if the removal 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.
