Looking at things through the fog: A retrospective of 2025 and a look ahead to 2026

Looking at things through the fog: A retrospective of 2025 and a look ahead to 2026

Peel back the layers of fog of 2025 and explore the new encrypted devices of 2026.

61 articles
Qiao Wang's Survival Rules in the AI Era: Hold 40% Cash, Invest Heavily in Google, Beware of the Crypto Bubble
Qiao Wang shared her 2026 investment strategy: Market sentiment is optimistic but valuations are high; allocate 40% to cash; be optimistic about stocks such as Google, Tencent, and Adobe; AI will reshape startups; moats are weakening but enterprise-level advantages are solid; health focuses on diet, sleep, and exercise.
深潮TechFlow
20 hour ago
RWA、Meme和隐私：2026年谁才是真正的Alpha来源？
FOMO会让你在每个赛道都亏钱，耐心等待会让你在正确时机重仓。散户最大的优势是灵活。
WolfDAO
2026-01-21 00:30
资金并未消失，只是不再爱山寨币了
回望 2025 年，这一年并非单纯的牛市或熊市，而是一次加密行业在政治、金融与技术多重坐标中的再定位——为 2026 年更成熟、更制度化的周期奠定了基础。
K1 Research
2026-01-20 01:30
iOSG Internal Memo (Part 2): From Market Clearing to Finding the Next 10x Growth Opportunity
The altcoin market is caught in a lose-lose situation due to the issuance of low-circulation tokens, with oversupply and insufficient demand leading to price collapses. The market has attempted to adopt models like Meme Coin and MetaDAO, but neither has solved the fundamental problems. In the future, it is necessary to balance the interests of exchanges, holders, teams, and venture capitalists to avoid the risks of a "lemon market."
IOSG
2026-01-19 09:31
IOSG Internal Memo (Part 1): How Do We Bet on Mainstream Assets in 2026?
2026 Cryptocurrency Outlook: Bitcoin relies on macroeconomic factors, Ethereum is best positioned due to its stablecoin and DeFi advantages, while Solana faces the aftermath of Memecoin and competitive pressure. Regulatory clarity and structural tailwinds will drive long-term growth in crypto.
IOSG
2026-01-19 09:30
The 2026 investment scripts of four tech billionaires: bullish on copper mines, bearish on oil, and believing that new crypto assets will replace gold and BTC.
"California's wealth tax will be a topic of discussion all year. By 2040, there will be a global copper supply deficit of about 70%."
Yuliya
2026-01-19 03:00
Cathie Wood's 2026 Macro & Technology Investment Roadmap
In the coming years, Bitcoin is expected to become an important diversification tool for asset allocators to improve "return per unit of risk".
哔哔News
2026-01-16 11:00
Who is paying for crypto? Who is actually benefiting?
Crypto protocols generated over $16 billion in revenue last year, more than double the amount in 2024.
Foresight News
2026-01-15 03:30
Fidelity's 2026 Outlook: Gold Leads in 2025, Bitcoin Takes the Lead in 2026
Fidelity Digital Assets' "Outlook 2026" report reveals that the digital asset market is accelerating its institutionalization, Bitcoin is deepening its integration with the capital market, token holder rights are becoming a core trend, AI competition may affect the mining landscape, and Bitcoin is showing resilience amid macroeconomic uncertainties.
哔哔News
2026-01-14 11:00
Primitive Ventures: The crypto world feels a bit dead.
In 2025, AI and US stocks will drain the liquidity of the crypto world.
Primitive Ventures
2026-01-13 12:30
Blockworks co-founders' 27 predictions for 2026: Ethereum's rise, Bitcoin's decline, Solana's "disappearance," and a major reshuffle in the crypto industry.
"2025 and 2026 are the years for planning. There will be no frenzy, and no one will suddenly become very rich because of cryptocurrencies."
深潮TechFlow
2026-01-08 01:30
Fidelity's 2026 Crypto Market Outlook: We May Be Entering a Supercycle, with a Bull Market Lasting for Many Years
Will more countries adopt cryptocurrency reserves? Will businesses continue to buy cryptocurrencies? Will the four-year cycle end? Is it still a good time to buy Bitcoin?
Foresight News
2026-01-06 08:30
Dalio's ultimate reflection in 2025: "Purchasing power of money" will become the number one political issue in 2026, and AI is in the early stages of a bubble.
Debt/currency/market/economic power, domestic political power, geopolitical power, natural power, and new technology power (AI) will continue to be the main drivers for reshaping the global landscape.
比推BitPush
2026-01-06 03:40
a16z's 8 Major Crypto Industry Trends Predicted for 2026: The Rise of Privacy Blockchains, Transaction Platform Transformation, etc.
a16z released its big ideas for the crypto space in 2026: focusing on exchange platform transformation, stablecoin innovation, AI agents and privacy moats, predicting that markets will become smarter, and expanding crypto technology to applications beyond blockchain.
深潮TechFlow
2026-01-05 01:30
Tiger Research：回顾2025，12个月，12种叙事
我们从12个月，12种叙事中总结了哪些经验和教训？
Tiger Research
2026-01-04 06:45
CITIC Securities 2026 Investment Panorama Outlook: After the Tech Bull Market, Who Will Rise and Fall?
China's economy is expected to grow by 5%, and the A-share market's slow bull market continues, but a correction in the technology sector should be watched closely. Resource commodities may become a new main theme. Global attention is focused on the US-China technology security competition, with non-ferrous metals and the AI industry chain attracting attention.
独角兽挖掘机
2026-01-04 05:30
2025年度复盘：从MiCA清洗稳定币、AI攻破KYC到RWA元年，一部加密新秩序的诞生全史
站在 2025 年的终点回望，加密行业经历了一场悄无声息却惊心动魄的“供给侧改革”。 这一年，我们没有看到单一的黑天鹅事件摧毁市场，却目睹了监管网络如何从“点状打击”进化为“全球闭环”。从布鲁塞尔到华盛顿，从莫斯科到新加坡，各国监管机构不约而同地完成了一次战略合围：承认资产属性，剥离支付属性，封杀匿名属性。 在这个被我们称为“大分流”的年份，合规不再是锦上添花，而是成为了流动性的唯一通行证。TrustIn 团队按时间脉络为您复盘这重塑历史的一年，并透过现象，为您推演未来的行业终局。
TrustIn
2026-01-04 01:30
2025 DePIN年度复盘：从概念验证到规模化突破
自概念兴起至今，DePIN 赛道的格局与规模呈现显著波动特征。
JDI Global
2025-12-31 03:00
2025美股年鉴：高墙新耸，围栏坍塌，2026如何寻找新秩序的锚点？
2025，是资本、制度、技术与政治在同步加速、彼此挤压的一年。
MSX 研究院
2025-12-30 11:00
2025 Web3 Security Annual Report: Supply Chain Attacks Become the Biggest Threat
Through analysis and assessment of the current state of global blockchain security, the report will reveal the security challenges and threats we currently face.
Beosin
2025-12-30 06:00