CoinW研究院专栏
CoinW 研究院专注于加密行业的深度研究与链上数据跟踪，提供市场趋势解析、热点事件解读和项目研究，帮助用户更好地理解加密市场的动态与逻辑。我们致力于用通俗易懂的语言输出有价值的行业洞察，助力投资者和从业者把握市场脉搏。
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The "Midlife Crisis" of Re-pledged Assets: Stagnant TVL, Shrinking Demand, and the Pain of Transformation (Part 2)
The restaking sector is shifting from rapid growth to structural adjustment, facing challenges such as TVL growth bottlenecks, power concentration, and overlapping risks. Leading projects like EigenCloud are transforming into AI and cloud computing, exploring new cross-chain verification paths to reconstruct the on-chain credit system.
CoinW研究院专栏
The "Midlife Crisis" of Re-pledged Assets: Stagnant TVL, Shrinking Demand, and the Pain of Transformation (Part 1)
The restaking sector is shifting from rapid growth to structural adjustment, facing challenges such as TVL growth bottlenecks, power concentration, and overlapping risks. Leading projects like EigenCloud are transforming into AI and cloud computing, exploring new cross-chain verification paths to reconstruct the on-chain credit system.
CoinW研究院专栏
CoinW Research Institute Weekly Report (January 12, 2026 - January 18, 2026)
The total market capitalization of cryptocurrencies rose slightly to $3.22 trillion, with ETFs continuing to see net inflows. DeFi TVL grew by 5%, and BNB chain transaction volume surged by 54%. Sui active addresses jumped 70%, and stablecoin market capitalization increased. New projects focused on AI prediction and social financial innovation.
CoinW研究院专栏
伊朗数字封锁实录：当银行停摆，USDT成了唯一的活钱
近期，伊朗再次成为关注焦点。在全国性抗议的背景下，伊朗政府于1月8日晚实施了大范围互联网与通信管控措施。当晚伊朗对外网络连接在数小时内大幅度下降，移动数据与固定宽带服务在多数地区出现中断。
CoinW研究院专栏
从委内瑞拉与伊朗动荡，看稳定币如何成为“第二套货币体系”
稳定币提供的不是更高收益，而是一条不依赖本国金融体系的替代通道，用于支付、结算与价值暂存。
CoinW研究院专栏
CoinW研究院周报（2026.1.5 - 2026.1.11期）
全球加密货币总市值为3.19万亿美元，较上周3.22万亿美元，本周加密货币总市值下降0.9%。
CoinW研究院专栏
委内瑞拉600亿比特币影子储备是真是假？
是否有更多的主权国家在悄悄积累比特币？
CoinW研究院专栏
从委内瑞拉事件看加密资产如何被市场重新审视
委内瑞拉事件本身并没有改变全球流动性结构或制度基础，但它提供了一个重要观察窗口：在不确定性成为常态的时代，理解风险如何被重新定价、资产功能如何被反复检验，往往比判断短期价格方向更为重要。
CoinW研究院专栏
CoinW Research Institute Weekly Report (December 29, 2025 - January 4, 2026)
The total market capitalization of cryptocurrencies increased by 5.23% to $3.22 trillion, with ETFs continuing to see net inflows. DeFi TVL rose by 5.16%, Solana on-chain activity increased significantly, and stablecoin market capitalization declined slightly. New projects focused on cultural DEXs and compliant infrastructure.
CoinW研究院专栏
CoinW Research Institute Weekly Report (December 22, 2025 - December 28, 2025)
This week, the total market capitalization of cryptocurrencies decreased slightly by 0.97% to $3.06 trillion. Bitcoin and Ethereum ETFs saw net outflows, while stablecoin market capitalization increased. DeFi TVL declined slightly, public chain activity diverged, Sui trading volume surged, and Ton TVL saw significant growth. New projects Railnet, Predictir, and Yusan attracted attention.
CoinW研究院专栏
ARFC提案之后，Aave还有长期投资价值吗？
近期，Aave社区围绕前端商业化收益归属问题出现治理争议，并由此触发对治理结构与业务边界的重新讨论。
CoinW研究院专栏
CoinW Research Institute Weekly Report (December 15, 2025 - December 21, 2025)
The global cryptocurrency market capitalization is $3.09 trillion, down 4.03% from $3.22 trillion last week.
CoinW研究院专栏
Lighter即将上线Coinbase，此时发币是否为时过晚？
观察 Lighter 的发展路径，有助于理解整个 Perp DEX 生态未来的代币设计逻辑和可持续发展方向。
CoinW研究院专栏
CoinW Research Institute Weekly Report (December 8, 2025 - December 14, 2025)
The global cryptocurrency market capitalization is $3.22 trillion, up 2.2% from $3.15 trillion last week.
CoinW研究院专栏
Robinhood is building a "Nasdaq" for Web3.
Since venturing into the stock tokenization business in June, Robinhood is accelerating its transformation from a single retail trading platform to a financial infrastructure deeply integrated with Web3.
CoinW研究院专栏
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