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深度思考驱动投研
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Interview with Da Yu, a top Chinese KOL: How I use a "scumbag mentality" to invest in memes.
"Technology is insignificant, consensus is priceless."
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Bitcoin rises to $120,000. What is the most correct operation in this cycle?
Back to the first principles of the market, if altcoins want to rise, they need capital to flow in. If there is to be an altcoin season, it means that capital must flow into all the current altcoins in large quantities to be called a season. But with the current number of altcoins, it is very difficult for you to achieve the so-called general rise.
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Gains and losses, let’s talk about the lessons learned from this round of encryption cycle
Since I have already allocated all the money I need for Bitcoin, I might as well consider looking at opportunities in the U.S. stock market.
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​​In-depth analysis of the Trump family's crypto project WLFI: business, background, tokens and valuation expectations
The winner of the short-term price trend of the WLFI token after it goes online depends on the final content and timing of the passage of the Genius Act, but more importantly, it depends on whether the Trump family is willing to place WLFI in a relatively core position as a medium for interest exchange in various interest transfers and transactions.
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Dialogue with experts: Why should we be bullish on Ethereum now?
This podcast explores Ethereum’s performance in the current cycle, the problems it faces, and its future development direction.
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As regulations become clearer and competition becomes more intense, is Stablecoin still a blue ocean?
With Tether dominating, do latecomers still have a chance?
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Dialogue with senior traders: How do you view the current US stocks and Bitcoin?
This conversation explored some of Colin’s core insights and practical experiences in the trading process, including his framework understanding of the market and his operating logic in different market environments.
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Long-term national policy or negotiation tactic? How to understand Trump's "crazy tariffs"?
As the creator of "uncertainty", Trump also does not want to face "uncertainty" before next year's midterm elections.
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How much do you know about on-chain security: How do ordinary people build a firewall for encrypted assets?
This article covers everything from a specific security incident to some security principles that everyone needs to pay attention to, and then to the development scale of the entire industry.
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Let’s talk about STO again: What are the obstacles to the full implementation of the US stock chain?
This article will explore the possibility, path and long-term impact of putting U.S. stocks on the blockchain.
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US stocks on the blockchain and STO: a hidden RWA narrative
If progress goes smoothly, U.S. stocks will become the third largest category of RWA assets after stablecoins (USDT, USDC) and government bonds (Buidl).
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How to understand Trump’s strategic Bitcoin reserve: only saving but not buying?
Although the general trend of Bitcoin entering national finance has been hindered, it is still advancing slowly. The key theme we need to pay attention to is still the advancement of the formal Federal Reserve Act and the advancement of Bitcoin reserve bills in various states.
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Ten thousand words conversation: In-depth discussion on on-chain data, is this cycle really over?
Bull or bear, that is the question.
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Is Hyperliquid's valuation reasonable? A quick look at its product status and economic model
This article aims to describe the current status of Hyperliquid’s development, analyze its economic model, and analyze the current valuation of HYPE, in order to give an answer to the question “Is HYPE expensive?”
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Re-examining DeFi: The current status and future of the most mature track of Web3 business model
As the crypto industry becomes more compliant in the United States, will they consider taking some blue-chip DeFi projects, such as Aave and Uni, as a merger or acquisition for these traditional financial companies, or at least as a potential equity investment target?
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