Macro Trends

This article explores the potential integration of AI and cryptocurrencies, emphasizing that true integration involves incorporating Crypto into AI workflows and empowering AI with Crypto.

This article provides a detailed analysis of various assets under the staking system, examining the composability, neutrality, and security of staking.

Two European Central Bank officials recently caused a stir on social media, publishing an article titled "ETF approval for bitcoin – the naked emperor’s new clothes". They emphasised that, although the U.S. Securities and Exchange Commission (SEC) has approved several Bitcoin ETFs and attracted billions of dollars in capital inflows, this does not change the overall view of Bitcoin as an undesirable investment and inflexible payment method.

A look at the holdings of 8 Bitcoin institutional whales: the average floating profit ratio exceeds 134%, with the US government and MicroStrategy holding the largest positions

This article outlines the significant changes OpenSea has undergone in the past four years, from being an unknown platform to reaching a peak valuation of over $13 billion, and then experiencing a sharp decline in valuation, considering a potential sale. The article also explores the rapid growth and changes in the NFT market, and how emerging competitors like Blur have quickly captured market share through innovative strategies, reshaping the landscape of NFT trading platforms.

The article briefly explores current cryptocurrency regulations and the anticipated legislative landscape for 2024 from a geographical perspective.

The true business model of NFTs is not about trading scarcity and collectible value but leveraging misleading information to attract a very small number of final buyers — winning trust with high-priced NFTs and selling other NFTs at falsely appraised prices.

The Bitcoin ecosystem has become a bull market engine, but the market has diverged on new entities, missing out on wealth effects. It's still early days, the pattern is not yet set, and opportunities are still present. This article combs through the Bitcoin ecosystem, with a focus on Layer 2 scaling solutions like the Lightning Network, Merlin Chain, B² Network, and BEVM. The application layer also has potential for development, which is worth looking forward to.

In this article, Vitalik directly addresses a specific technical aspect of a subproblem: how to more easily read from L2 to L1, from L1 to L2, or from one L2 to another L2. Solving this issue is crucial for achieving asset/key separation architecture, but it also has valuable use cases in other areas, most notably optimizing reliable cross-L2 calls, including use cases such as moving assets between L1 and L2.

This article is a long-form exploration of the discussions and ideas between Chris Dixon of a16z and Jay Yu, Co-Chief Editor of the Stanford Blockchain Review during an interview on “Read Write Own” conducted in January 2024.

In the article, Vitalik outlines several key reasons why it is important to start explicitly considering L1 + cross-L2 support, wallet security, and privacy as essential foundational features of the ecosystem stack, rather than building these things as plugins that can be individually designed by each wallet.

This article explores the intersection of cryptocurrency and artificial intelligence, highlighting the emergence of public blockchains as one of the most profound advancements in computer science history. It discusses how the development of AI is already having a significant impact on our world.

This article explores the transformative changes that decentralization in blockchain can bring to society.

In the previous article "Research on DeFi History: The Past DeFi Development History of Uniswap," the author reviewed the development of DeFi from the Bitcoin ecosystem's Counterparty protocol to dYdX, dividing DeFi history into two parts with Uniswap as the dividing line. In this article, the author will systematically analyze the future Defi development trajectory of Uniswap and provide expectations for the future of the DeFi sector.

Bitcoin's upcoming halving is one of the important driving forces for the bull market in 2024. Looking back at the history of Bitcoin development, each halving is accompanied by a substantial increase in the market price of Bitcoin; For Bitcoin supporters, halving has also become a carnival every four years.