1.Arthur Hayes: The Future of Political Memecoin

Over the past century, with the advancement of communication technology, the essential skills for politicians to attract people have also changed. To illustrate my point, I would like to quickly review the history of the President of the United States and look at key advances in communications technology. Click to read

2. What should investors in cryptocurrency have to do with the macro

environment storm?

If Bitcoin’s halving cycle is taken as the time anchor, the Fed’s interest rate cut cycle should have occurred in Q4, 23. But the Biden administration at that time distorted non-agricultural data by liberalizing illegal immigration employment and expanding the scale of government employees, and resisted not cutting interest rates. However, since the US Treasury Department needs to issue a large amount of US bonds to raise funds to pay for Biden's Keynesian policy, the 10-year US bond yield (real market interest rate) has a steep slope downward, creating a span of Q4 in 23 and Q1 in 24 years seasonal bull market. Click to read

3. Looking for vitality under the rise of Solana and the crisis of trust

How to save yourself?

Driven by the meme coin craze, Solana is creating a trust crisis in Ethereum. In the face of competition, Ethereum, a blockchain with a market value of $323 billion, did not fight back, but it does have a very potential choice in front of it. Click to read

4.Solana's earnings trading season is coming

In early 2024, earnings trading on Ethereum emerged. This trend stems from the integration of Pendle with EtherFi and other liquid restaking agreements built on EigenLayer. At the time, earnings trading was considered the best way to bet on EigenLayer or EtherFi airdrops, and an ETH strategy to get high APY, attracting a large influx of funds. This has led to a wave of earnings trading booms, and the market is full of attractive opportunities. Click to read

5.DeepSeek Revelation

China dropped deep water bombs in the AI ​​industry. The emergence of DeepSeek not only shocked the global AI technology field, but also once again launched a change that touched all levels of the social and economic sectors. While feeling the shock and encouragement of technology again, several "old questions" asked a few years ago also surfaced again. But this time, finding the answer seems more imminent: how should we understand and respond to this stress test of the impact of human economy and society in the face of the impact of intelligent civilization? What are the inspiration for China’s innovative industry? How to make technological dividends benefit every group? Click to read