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What will the Fusaka upgrade bring to Ethereum?
This upgrade includes 12 EIPs, covering data availability, Gas/block capacity, security optimization, signature compatibility, transaction fee structure, etc. It is a systematic upgrade to achieve L1 capacity expansion, reduce L2 costs, reduce node costs, and improve user experience.
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Gold's surge over 66% this year: the logic behind its continued rise
With its credit foundation and physical properties accumulated over thousands of years, gold remains the core reserve asset of global central banks and institutions, and is irreplaceable in dealing with scenarios such as sovereign credit crises and extreme wars.
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After the interest rate cut, how far can the institutional bull market go?
The Federal Reserve cut interest rates last night. How far can this round of institutional-led market trends go?
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DAT: The new engine of the crypto market
A new capital narrative this year - Digital Asset Treasury (DAT) - has been the new engine of the crypto market in the past three months, injecting a large amount of buying funds into mainstream altcoins and giving a new definition to corporate balance sheets in the Crypto era.
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Macroeconomic Outlook of Crypto Market in the Second Half of 2025: "Coin-Stock Strategy" Activates Market Heat, Sustainability Remains to be Seen
The market is like the ocean. We cannot predict the storm and can only adjust the sails during the storm.
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The GENIUS Act from the perspective of the US economy: a passport to the future or a trigger for crisis?
Against the backdrop of the United States' current massive debt pressure and Trump and Federal Reserve Chairman Powell arguing over monetary policy, the timing of the advancement of the stablecoin bill is intriguing.
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From DeFi to Bitcoin, Exploring Crypto Asset Valuation Models
Crypto has become one of the most dynamic and promising sectors in the field of financial technology. With the entry of many institutional funds, how to reasonably value Crypto projects has become a key issue. Traditional financial assets have mature valuation systems, such as the discounted cash flow model (DCF Model) and the price-earnings ratio valuation method (P/E).
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From computing power competition to algorithm innovation: the new AI paradigm led by DeepSeek
As a star product with algorithmic breakthroughs, what is the relationship between DeepSeek and NVIDIA's computing power supply? I would like to first discuss the significance of computing power and algorithms to the development of the industry.
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US Strategic Bitcoin Reserve: The "Digital Gold" Status is Established, and the Global Financial Order Ushers in a New Change
On March 6, 2025, US President Trump signed an executive order "Establishing a Strategic Bitcoin Reserve and US Digital Asset Reserve". The next day, the White House Crypto Summit was held.
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A comprehensive interpretation of Ethena: the new generation of the cryptocurrency federation
Ethena's coin price is under pressure in the short and medium term, and the project's core business has long-term value.
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Investment New Legend, Detailed Explanation of MicroStrategy’s Bitcoin Strategy
There has never been a shortage of legendary stories in the history of Wall Street, but the strategic transformation of MicroStrategy’s Bitcoin Treasury Company is destined to become a unique new legend.
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叙事匮乏的破局之道：应用层引爆Web3生态新增长？
近期业内社区对以太坊生态失望的声音很多，因为这个周期以太坊生态项目二级市场表现不够好，或者说达不到社区的期待。破局的希望也许还是在应用层。
IOBC Capital
探索AI与Web3的六大融合之处
Web3作为一种去中心化、开放、透明的全新互联网范式,与 AI 有着天然的融合契机。
IOBC Capital
AI与Web3融合创新的探索之旅
Web3作为一种去中心化、开放、透明的全新互联网范式,与 AI 有着天然的融合契机。
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Web3 + AI：社区主权的人工智能
社区主权的AI，让人类对AI多一分“敬畏”、少一分“恐惧”。
IOBC Capital
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