Weekly Highlights |

This weekly highlights compilation from PANews covers key developments in the crypto and financial markets, organized into thematic sections:

Macro Perspective: Analysis of Warren Buffett's latest letter, predictions for a Bitcoin bull market post-liquidation, and evaluations of the "four-year cycle theory." It also reviews historical market rebounds after U.S. government shutdowns and notes the SEC Chairman's announcement of differentiated regulatory standards for tokens.
AI Craze: Focus on innovations in AI and crypto convergence, including Launchpad developments, strategies for projects like PAYAI and Warden, and infrastructure advancements.
Seize the Opportunity: Highlights established projects with significant growth, new stablecoin infrastructure initiatives, and upcoming IPO projects. Also covers ecosystem launches and protocol analyses, such as Monad and a new collaboration between Uniswap and Aztec.
Web3 Matters: Discusses Uniswap's controversial fee mechanism proposal, an interview with Tom Lee predicting Ethereum could reach $12,000, and reflections on recent DeFi instability. Regulatory updates from the CFTC and insights into NEAR's revenue model are also included, along with details on the upcoming Ethereum Fusaka upgrade.
Key Information: Notable updates include legal sentences for figures like Qian Zhimin, exposure of internal fraud in the "Prince Group," and market predictions from analysts. Other points cover SEC plans for token taxonomy, warnings about quantum computing risks to Bitcoin, and innovations like Pump.fun's AI-driven Mayhem mode for token launches.

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

Macro perspective

Warren Buffett's "Last Letter": I outperformed the stock market, but I couldn't outrun time.

The Bitcoin bull market will restart after the 10/11 liquidation.

Why might the "four-year cycle theory" be wrong? Using Bayes' theorem to calculate market risk at the end of 2025.

Will the market rebound after the shutdown ends? A review of the performance of US stocks, gold, and BTC after previous government reopenings.

In his latest speech, the US SEC Chairman announced a departure from a "one-size-fits-all" approach, outlining four types of regulatory standards for tokens.

AI Craze

X402 Track Panoramic View: Launchpad Innovation, Facilitator Battles, and Provider Infrastructure

As a facilitator, how should PAYAI build a positive flywheel?

From application layer to infrastructure, Warden's full-stack AI strategy

Seize the opportunity

Established projects defy market trends! Average monthly increase of 55%, what are the stories behind this "new growth"?

Building New Infrastructure for Stablecoin Forex: Deciphering the Three Innovative Paths of Numo, Mento, and ViFi

Guaranteed profits? A roundup of 8 hottest IPO projects recently.

Mainnet Launch: A Look at the Monad Ecosystem

A Brief Analysis of the New Protocol CCA Jointly Released by Uniswap and Aztec

Web3 Matters

Uniswap has released a groundbreaking proposal: enabling a fee on/off switch and burn mechanism, but competitors call it a "strategic mistake."

Interview with Tom Lee: Market Volatility But Bull Market Far From Over; Ethereum Expected to Reach $12,000 by January

DeFi Reflections: Four Stablecoins Gone to Zero in a Week, A Firm NO to "Backroom Deals"

The US CFTC's latest move: strongly promoting leveraged cryptocurrency trading and allowing stablecoins as collateral.

NEAR intends to earn $400,000 a day from its layer, so why is its L1 mainnet still struggling to survive?

TEDA's Golden Empire: The Ambition and Cracks of a "Borderless Central Bank"

One month to go! Decoding the 9 hottest proposals in the Ethereum Fusaka upgrade.

From AI to Encryption: The Rise of Lighter's Genius Founder

Key Information

Qian Zhimin was sentenced to 11 years and 8 months in prison by a London court.

Chen Zhi, chairman of the "Prince Group," has been exposed as having been double-crossed in Singapore: over 31 million yuan was embezzled by his subordinates.

Yi Lihua: ETH is expected to reach $7,000 in this round; recent investment research data is positive for this expectation.

An attacker may have intentionally manipulated POPCAT, causing Hyperliquid HLP to lose $4.9 million in bad debts.

The SEC plans to introduce a "token taxonomy": using the Howey test as an anchor to explore non-securitization paths for crypto assets.

Willy Woo: Bitcoin needs to guard against the threat of quantum computing; suggests migrating to a SegWit address for protection.

CZ clarifies: "Beyond Borders" is not his work; beware of AI-generated book scams.

Morgan Stanley: Bitcoin enters "fall," recommends taking profits before a potential "winter."

Trump signs bill, ending US government shutdown

Czech central bank becomes the first central bank to purchase Bitcoin.

Pump.fun introduces the Mayhem mode, which allows AI agents to automatically participate in new coin auctions to increase early trading volume.