岳小鱼
Web3项目投研
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Five key development directions for Web3 wallets in the future
Of these five major directions, the combination of wallets and AI agents has the most potential.
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With even MicroStrategy facing scrutiny, does Bitcoin Treasury have a future?
Whoever converts their BTC holdings into a yield-generating asset first will be able to obtain a sustainable premium again.
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Bitcoin plunges 30%, has it really entered a bear market? A comprehensive assessment using 5 analytical frameworks.
The traditional four-year cycle driven by Bitcoin halvings has been distorted in 2025, mainly due to the influence of ETFs and the entry of traditional capital.
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10 Observations on Hong Kong's Blockchain Regulatory Environment: Pessimistic in the Short to Medium Term, Optimistic in the Long Term
The lack of clear and effective regulations actually serves as a protection and barrier for existing cryptocurrency practitioners.
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The Future of Hyperliquid: HIP-3 and HyperStone
The future of Hyperliquid lies in HIP-3, and the foundation of HIP-3 lies in HyperStone.
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Prediction markets = casinos? A systematic comparison of the differences between the two.
This article, from the perspective of casinos, systematically elaborates on the differences, advantages, and disadvantages between prediction markets and traditional casinos, and proposes relevant solutions.
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The battle of the five major exchange platform coins: Who will come out on top this time?
From the perspective of the use scenarios of platform coins, the leading exchanges have the same direction: integrating multiple business lines, empowering platform coins, and achieving artificial deflation through methods such as destruction, thereby raising coin prices and further activating their own public chain ecosystem.
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95% gross profit margin, is Arbitrum using DAO to create a cyber nation?
Is the ultimate goal of the Web3 industry to build a cyber nation?
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Three major challenges behind Circle, the first compliant stablecoin
Circle’s listing has sparked market attention to stablecoins, making it the first compliant stablecoin. However, there are hidden dangers behind the glamour.
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The Prototype of DeFi's "Federal Reserve"? How Treehouse Ushers in a New Era of Crypto Fixed Income
DeFi has become a very mature infrastructure. There are three major future directions: integrated returns, smart arbitrage, and integration with CeFi. The Treehouse project, which was recently launched on Binance spot, implies these three directions and can be said to be a typical example.
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Who is the biggest winner in this wave of stablecoin craze?
It’s a melee at the beginning, and the player who emerges last wins.
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The future pattern of stablecoin track: compliant stablecoin + offshore stablecoin + decentralized stablecoin
First of all, there will be a "hundred-coin war" in the stablecoin track in the future. After fierce competition, USDT will still be the leader of offshore stablecoins, and USDC will still be the leader of compliant stablecoins, but a large number of mid- and low-end stablecoins will remain.
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Pop Mart’s three-stage rocket: How does Labubu use emotional value to leverage a trillion-dollar market?
The celebrity effect and social media communication act as "detonators", transforming Labubu into a global social currency and driving viral spread.
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Six major forces compete for hegemony in the stablecoin world
USDT is undoubtedly the leader in offshore stablecoins, while USDC is the leader in compliant stablecoins.
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Please identify yourself: Which type of on-chain player are you? Which type of player are you suitable to be?
On-chain users can be roughly divided into three categories: airdrop players, DeFi players, and trading players.
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