NingNing
独立研究员，d/acc，消极自由主义者。
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L2's triumphant return? Arbitrum's three arrows of renaissance and the key to breaking the deadlock.
The Arbitrum Foundation’s three arrows—the DRIP program, the incubation of Variational, and betting on the tokenization of US stocks—are both focused on the present and aimed at the future.
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Why might the "four-year cycle theory" be wrong? Using Bayes' theorem to calculate market risk at the end of 2025.
Tactical defense is needed, not strategic retreat.
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Tokenization of US stocks vs. tokenization of US stocks: Nasdaq's technical path may disappoint you
Some innovations are meant to change the world, while some innovations are meant not to be changed by the world.
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Two main themes of the crypto market in the second half of 2025: Deterministic opportunities under the game of interest rate cuts and system reconstruction
In 2025, the crypto market is deeply involved in the interest rate cut game between Trump and Powell, and at the same time becomes a chess piece in the reshaping of the US dollar system. How can retail investors anchor the certain opportunities in 2026 in the storm?
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The second wave of stablecoins: 5 new common sense we need to know
The Trump administration explicitly opposes CBDC, believing that CBDC will strengthen public power and undermine the integrity of individual freedom, while it is friendly to stablecoin policies and believes that stablecoins will help enhance and consolidate the hegemony of the US dollar.
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Q1 Crypto Narrative Observation: No Main Thread, Only Real Gains
Amid the current chaotic market structure, a clue is emerging: funds are flowing from narrative-only on-chain PVP to yield farming supported by fundamentals.
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What impact will the advancement from SynFutures to AI Agent have?
The product form of AI Agent is more suitable as embedded service middleware, which helps to make the transaction experience return to the simplicity and intuitiveness of Web2.
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The macro environment is turbulent. What should crypto investors do?
The weather is stormy and dark, which is not good for adults. You should conserve your capital.
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Why is it said that Clara, the AI Agent protocol on AO, is repeating the Internet TCP/IP moment?
Clara is unique in that it chooses AO as the underlying infrastructure, breaking through the single-threaded execution limitations of traditional blockchains and supporting unlimited parallel processing.
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Three thoughts on Vitalik’s latest “essay”
Although both the Ethereum ecosystem and the Solana ecosystem refuse to acknowledge the existence of the Ethereum-Solana War, everyone knows that the Ethereum-Solana War will inevitably become the main theme of the industry in 2025.
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A look at the MVP settlement screen on the TRUMP coin trading chain
Diamond hands are as rare as diamonds.
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Summary of investment experience in 2024: How to allocate reasonably and outperform the market?
In the field of crypto investment, there are actually two investment logics, one is the so-called technological determinism, and the other is that community is king.
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Messari 2025 Outlook Distilled: How to Find Crypto Alpha in This 190-Page Report
Messari's 190-page report consists of three parts: the current status of encryption (macro environment, institutional status, where are the users) + track analysis (Bitcoin, Ethereum, Solana, Alt L1s +infra, DeFi, AlxCrypto, DePin, Consumer, CeFi) + analyst choice award.
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ai16z's AI Agent framework Eliza V2 is released. What upgrades has it made?
What are the differences between the current version and V2?
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Another top student in the Cosmos ecosystem? A quick look at Initia’s VIP program
The Cosmos ecosystem will always be one Epoch ahead of the Ethereum community, with Celesita, the modularization cycle, in front and Initia, the chain abstraction cycle, behind.
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