This article examines the success stories of MegaETH and Plasma alongside the failures experienced by Monad, underscoring the significant risks and difficulties involved in blindly replicating these models. It offers practical advice to help readers steer clear of becoming exit liquidity for insiders, and guides investors in making rational assessments of FDV (Fully Diluted Valuation) and fully diluted market capitalization. The insights are particularly valuable for retail investors navigating FOMO-driven bull markets.
12-19-2025, 8:05:17 AM
The key to Bitcoin’s market performance in Q1 2026 lies not in prevailing narratives, but in capital access. This article examines the genuine influx of new funds that traditional wealth channels may contribute after Vanguard and banks relaxed restrictions on crypto allocations. Additionally, it reassesses the reliability of Bitcoin’s seasonal trends, exploring whether the next rebound will stem from a restoration of market sentiment or the mathematical consequences of institutional portfolio rebalancing.
12-19-2025, 7:52:26 AM
AI, gold, cryptocurrencies, meme coins, and even Labubu plush toys are caught up in a new wave of speculation. Drawing on the history of financial bubbles, this article explores how the attention economy, collective psychology, and globally synchronized narratives are transforming the logic behind asset pricing. It demonstrates that today’s speculative activity is no longer limited to financial markets alone, but has evolved into a structural phenomenon that transcends both asset classes and cultural boundaries.
12-19-2025, 7:47:15 AM
This article uses the recent string of liquidations on Hyperliquid as a starting point to investigate where "Brother Machi's" seemingly endless funds originate. It offers a systematic breakdown of the underlying multi-layered capital structure, including exits from traditional technology ventures, early-stage crypto projects, NFT liquidity mining, and new token launches. The analysis uncovers the capital mechanisms that allow high-leverage trades to be executed repeatedly and highlights the risk implications of this approach for everyday investors.
12-18-2025, 11:00:27 AM
PayPal is selling $7 billion in loan assets while fast-tracking its application for a banking license. At first glance, these actions seem at odds, but they represent a decisive move as stablecoins and regulatory changes prepare to redefine the financial system. This article explores the risks of Banking-as-a-Service (BaaS), gaps in Industrial Loan Company (ILC) regulation, the battle for stablecoin issuance rights, and capital structure transformation. It uncovers why PayPal must go all in before the window of opportunity closes, aiming to seize a strategic advantage in the new era of crypto finance.
12-18-2025, 10:44:06 AM
Trading volumes in South Korea’s crypto market have fallen sharply and the so-called “kimchi premium” has disappeared—does this signal the end of the cycle? This article takes a deep dive into regulation, capital controls, and institutional dynamics to reveal the structural reset underway in the Korean market, and explores how stablecoins, ETFs, and Web2 × Web3 integration could open the door to the next growth cycle.
12-18-2025, 10:32:16 AM
Reya DEX is redefining on-chain trading with the first Ethereum-based zk-rollup, delivering millisecond execution, zero fees, 100x leverage, a yield-bearing stablecoin (srUSD), and cross-margin trading across 70+ markets.
12-18-2025, 9:33:48 AM
In November 2025, the total cryptocurrency market capitalization trended downward overall, as weak buying momentum, rising macroeconomic uncertainty, and cooling risk appetite jointly constrained any meaningful rebound. Stablecoin market capitalization across public blockchains remained highly concentrated, with Ethereum accounting for more than half of the total; fund flows pointed to increasing sectoral divergence, as chains such as Arbitrum and Starknet recorded notable net inflows. Meanwhile, the prediction market continued to expand rapidly, with Opinion’s monthly trading volume surging and quickly emerging as a third major player competing with Polymarket and Kalshi. The Web3 industry completed 53 financing deals totaling $2.67 billion, a sharp decline from October, signaling a phase of contraction and structural tightening.
12-17-2025, 6:55:25 AM
The author revisits Nick Szabo's pocket and general-purpose computer concepts, critically examines Ethereum's shift from decentralization—represented by Proof of Work individual nodes—to bureaucratic intermediaries under Proof of Stake following The DAO rollback, and predicts that stablecoins will replace ETH as the primary vehicle for value capture. This transition is expected to leave stablecoins caught between competing interests, while power increasingly shifts back to Layer 2 solutions.
12-17-2025, 4:09:24 AM
The article highlights a trend where institutional capital is reallocating from mainstream assets to top-tier altcoins.
12-17-2025, 3:31:46 AM
Trading volumes in South Korea's crypto market have declined sharply, and the kimchi premium has vanished. Does this mark the end of the current cycle? This article offers a comprehensive analysis of regulatory developments, capital controls, and institutional movements, uncovering the structural reset taking place in the Korean market. It also explores how stablecoins, ETFs, and the integration of Web2 and Web3 technologies could fuel the next phase of growth.
12-17-2025, 2:50:23 AM
ICOs have once again become a focal point of the crypto market, but projects that truly generate profits are always few and far between. This article systematically explains how to identify high-risk ICOs and avoid becoming exit liquidity in the next wave of hype, analyzing seven key dimensions: product, team, valuation, data authenticity, marketing capabilities, token terms, and overall market conditions.
12-17-2025, 2:49:22 AM
Delve into the macroeconomic and technical drivers behind the "Crypto Summer" market in 2025. Analyze the global regulatory warming trend (GENIUS Act, MiCA, etc.), comprehensively examine stablecoin compliance, popular sectors, and investment opportunities. This analysis aims to help investors grasp the new cycle in the crypto market.
12-16-2025, 11:24:57 AM
Dive into Polymarket’s explosive growth in 2025 and explore how it leverages blockchain-based prediction markets, regulatory adaptation, and user-driven innovation to reshape the landscape of information trading and speculation—while uncovering early investment opportunities in the new market cycle.
12-16-2025, 9:21:48 AM
This in-depth article reviews the most promising Perp DEX projects of 2025, including Hyperliquid, Avantis, Aster, Paradex, and edgeX. It provides detailed insights into each platform’s capital backing, ecosystem alliances, and token launch expectations, along with interaction strategies and airdrop participation guides to help you seize the next wave of opportunities in the derivatives sector.
12-16-2025, 8:37:31 AM