1. Galaxy: What are big companies building on Ethereum?

More than 50 non-crypto companies have built products and services on Ethereum or Ethereum L2. These companies include fashion brands such as Louis Vuitton and Adidas, as well as financial institutions such as Deutsche Bank and Paypal. These products and services obviously do not include products and services related to general market infrastructure such as cryptocurrency trading, custody, auditing and compliance. Instead, they are related to encryption-specific infrastructure and use cases such as NFT, RWA, Web3 developer tools, and L2. Of the 20 financial institutions that have established crypto-specific infrastructure and applications, 10 are banks, most of whom issue RWA on Ethereum. This report is intended to highlight early and key use cases of traditional companies and institutions using Ethereum. Click to read

2. Grayscale: BTC can replace part of Nasdaq 100 investment

Nasdaq 100 stocks and Bitcoin are very different but complementary investment portfolios. The Nasdaq 100 includes the largest non-financial stocks listed on the Nasdaq Exchange, a concentrated tech stock. Bitcoin is the first public blockchain and is now the largest crypto asset with market value. [1] Both the Nasdaq 100 index and Bitcoin can be regarded as high-growth investments at the forefront of the digital transformation of the economy. In the portfolio, replacing some of the Nasdaq 100 stock investments with Bitcoin allows investors to reduce the risk of U.S. stock concentration and may help optimize risk-adjusted returns. Click to read

3. What is Trump’s strategic Bitcoin reserve?

In CryptoDCA's recent article "What should we have before fixed investment", we recognize that when implementing fixed investment strategies, we must pay close attention to national policies and use these long-term and macro factors to guide our investment decisions. The influence of policy factors is often durable and long-term. Taking a country's industrial development policy as an example, it usually takes decades to show its effectiveness, and such factors at the influencing level are usually easily understood by the public and their future trends can be predicted. Therefore, they can be an important reference for investors when considering market trends, especially for predictions of long-term market trends. Click to read

4. Encrypted payment channel: superconductors suitable for payment

As time goes by 2025, blockchain has gradually built a financial payment ecosystem parallel to the traditional financial system. The crypto payment channel has already carried a stablecoin volume of 200 billion and a stablecoin transaction volume of 5.62 trillion US dollars in 2024. This is Visa's adjusted data and is more suitable for payment itself. It is almost the full-year transaction volume of Mastercard. . According to the report of ARK Invest of Mutoujie's statistical caliber, in 2024, the annualized transaction volume of stablecoins reached US$15.6 trillion, about 119% and 200% of Visa and Mastercard respectively. Click to read

5. Can Trump make Bitcoin useful?

Holding Bitcoin is getting cool again. U.S. President Donald Trump vowed to build the United States into the "global cryptocurrency capital", and his remarks helped boost Bitcoin price to an astonishing six-figure high. Wall Street banks and fund management agencies are preparing to enter the market in a big way. Investors hope Trump can transform this often-derided token into a mainstream financial asset and open a golden age of cryptocurrencies. Click to read