Trend Research
一家专注于二级市场的活跃投资公司，通过系统分析识别潜在项目，并采取积极策略来提升价值和规模。
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Trend Research: Tech and AI companies will accelerate their deployment of stablecoins in 2026, with WLFI and USD1 expected to be the biggest beneficiaries.
“In the future, every company in the world must have a blockchain and AI strategy; otherwise, it will not be able to adapt to the competitive efficiency of new technologies and will not be able to achieve new scaled development.”
Trend Research
With expectations of global monetary easing, ETH has entered its value "strike zone".
Amid expectations of relatively relaxed monetary policy in both China and the US, which suppresses downward volatility in assets, and with extreme panic and funds and sentiment not yet fully recovered, ETH remains in a favorable "buying zone."
Trend Research
Ethereum's New Value Proposition: From Public Chain Infrastructure to a "Financial Windows Operating System"
ETH's ultimate ambition is to become the "Windows of finance"—when currencies need automated, globalized, and intelligent settlement, the comprehensive functions of its open ecosystem will reshape the global financial ecosystem, and its value space will continue to expand as the ecosystem grows.
Trend Research
“Buy now” becomes a consensus, and the long-term ETH market value will surpass BTC
With the fundamental shift in financial logic under US regulations, ETH is an asset with both internal and external growth driving price increases. As the macro environment improves and policies develop further, ETH's market value will surpass BTC in the long term.
Trend Research
Stablecoin + RWA + DeFi, triple catalysts will drive ETH value revaluation
The storm is coming, and the market's combined efforts will drive ETH to achieve value discovery.
Trend Research
With warming regulatory winds and positive data, Ethereum is on the eve of a sharp rise
Ethereum remains the most important infrastructure for on-chain finance.
Trend Research
Ethereum rebounds strongly, analyzing the rising potential of Uniswap, the flagship of the ecosystem
If you are optimistic about the future market, UNI is one of the blue-chip stocks in the ETH ecosystem that is worth paying attention to.
Trend Research
Crypto mining company BitDeer's first quarter 2025 performance review and investment advice
After experiencing an operational transition period in the fourth quarter of last year and the first quarter of this year, BitDeer will usher in an important moment.
Trend Research
The crypto market may see a trend reversal, capturing opportunities in altcoins from the short-term funding perspective
Following the trend, more growth in the Crypto market is coming.
Trend Research
Cycle Trading: Cang.us — A brilliant turnaround, undervalued
Cang.us released three important announcements in November. It acquired Bitmain's 32Eh/s cryptocurrency mining machine in operation for US$256 million; it plans to issue US$144 million in stocks for the subsequent acquisition of 18Eh/s cryptocurrency mining machines in operation; and it produced a total of 393 bitcoins in November.
Trend Research
Cycle Trading: BitDeer Business Analysis
BitDeer (stock code BTDR in the US) updated its operating figures for November. The market-focused A2 mining machine (Sealminer A2) began mass production, with the first batch of 30,000 units sold to the outside world.
Trend Research
Cycle Trading: 史诗级暴涨后，A股后市何去何从？
自“924”新政以来，中国股市经历了史诗级暴涨。金融三部委政策和中央政治局会议超预期提振市场情绪，A股和港股市场迎来强劲反弹，领涨全球市场。
Trend Research
Cycle Trading: 降息落地后的资产价格变化
北京时间9月19日凌晨2:00，美联储宣布降息50基点，联邦基金利率的目标区间从5.25% — 5.50%降至4.75% — 5.0%，新一轮降息周期正式开始。此次降息50bp符合CME利率期货的预期，却超出很多华尔街投行预测。
Trend Research
Cycle Capital宏观周报（8.25）：趋势放缓，但对年内接下来的市场乐观偏中性
3季度以来，表现较好的资产：RUT（罗素2000指数） 和 XAUUSD（金价）还有SPF（金融股）以及美债，表现较差的资产：以太坊、原油、美元。几乎走平的大饼，纳斯达克100。
Trend Research
Cycle Capital宏观周报（8.12 ）：美股“衰退交易”过度，主流加密货币被错杀
过去这一周，股市与加密市场的联动非常紧密，在媒体上美国的衰退和日元套利交易解除是两大核心主题，但个人认为这是两个“伪命题”，事实上真正的恐慌也十分短暂，并未出现通常危机爆发时抛售一切包括债券黄金的情况。
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