Weekly Highlights |

This week's highlights cover key developments across cryptocurrency and tech sectors:

  • Privacy Focus: Analysis of ZEC's 1460% surge and marketing campaign, plus coverage of Seismic privacy blockchain and Vitalik Buterin's regulatory-friendly privacy solution Kohaku. Zcash Foundation reported $15.87M in assets.

  • Market Outlook: Wall Street trader warns of AI bubble burst, Arthur Hayes suggests $80,000 BTC as entry point, and Michael Saylor notes Bitcoin's history of recovering from pullbacks. Wall Street giants show diverging crypto investment strategies.

  • AI Developments: Features on OpenMind human-robot collaboration, Gradient's open intelligence platform, and FLock's AI launchpad model.

  • DeFi Opportunities: 1inch's Aqua protocol for liquidity, Zama's blockchain encryption protecting $100B assets, and Aave's 6% flexible yield offerings.

  • Web3 Updates: DappRadar's GameFi reflections, quantum threat theories, Hong Kong's JPEX scandal, and Polygon's partnership with Revolut for crypto payments.

  • Key Predictions: Bitcoin price forecasts ranging from $73,000 to $220,000, with cycle peaks potentially 12-36 months away. US Senate advances crypto legislation for 2026 vote.

Summary

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.

Focus on privacy

Data Analysis Following ZEC's Defied Market Surge: It Began with Demand and Ended with Sentiment

Behind ZEC's 1460% surge: A perfect marketing campaign for mining machine sales?

The privacy sector is booming: a detailed analysis of Seismic, a privacy blockchain led by a16z in two consecutive funding rounds.

Analysis of Kohaku, the Regulatory-Friendly Privacy Solution Launched by Vitalik Buterin

A quick look at the Zcash Foundation's Q3 report: Operating expenses averaged $200,000 per month, with assets totaling $15.87 million.

Macro perspective

A 27-year Wall Street trader: The AI bubble is about to burst! Bitcoin is no longer "sexy," and the market correction is just an appetizer.

Real-time updates on the listing of four major altcoin ETFs: a total inflow of $700 million, easy to issue but difficult to attract funds.

Arthur Hayes' latest prediction: If BTC drops to $80,000, it will be an excellent entry point.

The third-quarter reports of 11 Wall Street financial giants revealed a "major divergence": some liquidated their technology and crypto holdings while others increased their investments.

2026 Outlook: Six Structural Forces Paving the Way for the Next Cycle

Seek the wisdom of "holding onto wealth" in the cryptocurrency world from Duan Yongping.

Michael Saylor: Bitcoin has experienced 15 major pullbacks, but each time it has returned to higher all-time highs.

AI Craze

In-depth analysis of OpenMind: How do people collaborate with robots?

In-depth analysis of Gradient: Ushering in a new era of AI with open intelligence

A brief review of FLock's AI launchpad: Is the path of "issuing assets" to large models viable?

Seize the opportunity

How does 1inch's Aqua, a shared liquidity protocol, revitalize dormant DeFi capital?

How does Zama become a blockchain encryption layer, safeguarding $100 billion in assets?

6% flexible deposit yield within reach: Can Aave App open up new market opportunities?

Web3 Matters

DappRadar bids farewell to what was once a grand dream of the GameFi and NFT craze.

The quantum threat theory has resurfaced, making it possible for cryptocurrencies to go to zero?

A Look Back at Hong Kong's Largest Cryptocurrency Scandal: Several JPEX Members Wanted by Interpol

The "Dual-Track" Future of Japanese Yen Stablecoins: Deconstructing JPYC's DeFi Path and the Institutional Path of Collaborative Stablecoins

An anonymous trader's 30-month turnaround: He started with NFTs, was scammed, and lost a million-dollar fund with only $10,000.

The truth behind Yala's decoupling: From illegal collateralization to liquidity extraction, a meticulously planned escape.

Polygon partners with a new giant: Revolut, a new bank, chooses its technology stack to drive crypto payments.

A whale that once made nearly 100 million in unrealized profits: Why did I leave HyperLiquid?

From initial disdain to eventual appreciation, global market-making giant Citadel Securities is building a crypto "castle".

MicroStrategy faces a major test of confidence: Nasdaq delisting risk, motivation for selling tokens for buybacks, and executive sell-offs.

Key Information

CryptoQuant CEO: Strategy will not go bankrupt even if Bitcoin falls to $10,000.

The combined U.S. nonfarm payrolls figure for July and August was revised down by 33,000.

The man claiming to have the world's highest IQ: Bitcoin will reach $220,000 within 45 days.

Tom Lee: The peak of the cryptocurrency cycle may still be 12 to 36 months away.

Yi Lihua: I suggest buying ETH at $3000-$3300 in the spot market; do not trade contracts until the situation becomes clearer.

Top traders predict Bitcoin may fall to $73,000, while gold may first drop to $3,500 before rising to $5,000 next year.

The US Senate has made progress on cryptocurrency legislation, with a full vote expected in early 2026.

OpenAI launches ChatGPT group chat feature for users worldwide.

The US government transferred assets seized in the FTX and Bitfinex hacks to a new wallet address.

Cloudflare: Last night's massive outage was caused by an internal configuration error, not a network attack.

Vitalik: Innovation should shift to Layer 2, and the transition to quantum-resistant encryption should be completed within 4 years.

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Author: 一周精选

This article represents the views of PANews columnist and does not represent PANews' position or legal liability.

The article and opinions do not constitute investment advice

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