IOSG
206Followers259Articles
IOSG: Ethereum Repricing, From Rollup-Centric to a "Security Settlement Layer"
This article will analyze the paradigm shift and valuation reconstruction of the Ethereum pricing model in a hierarchical manner based on facts (the technological and institutional changes that have occurred), mechanisms (the impact on value capture and pricing logic), and deductions (the implications for allocation and risk-return).
博闻札记2 authors
IOSG: Rising silently, is Circle undervalued in the red ocean of stablecoins?
Circle vs Tether, all-out war begins in 2026.
IOSG
A letter from the founder of IOSG to Crypto OG in China: Don't let casinos devour the cathedral.
"American OGs are nurturing the ecosystem, while we are cashing out and leaving." Where did China's Crypto go wrong?
IOSG
IOSG: ERC-8004, Ethereum fires the first shot in the AI economy's "trust" battle.
The ERC-8004 proposal aims to resolve the trust crisis among AI agents by providing AI with identity, credit scores, and verification mechanisms through Ethereum, promoting the interconnection of the AI agent economy, and becoming the underlying "TCP/IP" protocol for AI agents.
IOSG
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
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
IOSG In-Depth Analysis (Part 2): A Practical Guide to the South Korean Crypto Market – Key Players and Ecosystem Map Explained
This is the second half of "IOSG In-Depth Insights," in which IOSG will provide a detailed overview of the key players you need to understand to succeed in the Korean market—including major media outlets, GTM agencies, research firms, and core industry conferences.
IOSG
IOSG In-Depth Analysis (Part 1): A Strategic Guide to the South Korean Crypto Market – From Macro Opportunities to Success Principles
This report on South Korean exchanges, media, institutions, research firms, and blockchain activities aims to provide valuable reference resources for investors, startups, community builders, and stakeholders.
IOSG
IOSG: A game with no winners, how can the altcoin market break the deadlock?
Low circulation issuance leads to oversupply, resulting in losses for exchanges, token holders, project teams, and venture capitalists alike. Market attempts to break through with Meme Coin and MetaDAO have failed, and the next 12 months will see the final supply shock.
IOSG
Ports and New Towns: BNB Chain and Base from a Cultural Perspective
Understanding the differences between these two cities is perhaps far more important than arguing which chain is better.
IOSG
IOSG founder: Bitcoin has undergone a historic major reshuffle; bullish on the first half of 2026.
Key developments to watch in 2026 include: progress on market structure legislation, the possibility of expanding strategic Bitcoin reserves, and policy continuity after the midterm elections.
IOSG
IOSG: Prediction markets are hot, but we still need to pour some cold water on them.
The core message of this article is not to predict a market downturn, but rather to encourage us to remain calm amidst heightened FOMO, especially after the ups and downs of popular narratives like ZK and GameFi.
IOSG
iOSG: The App Cycle is Coming, and Asian Developers Are Entering a Golden Age
Asian teams and markets will have more say in the application cycle.
IOSG
Argentina Web3 Industry Report: A Digital Ark Amidst the Inflation Tsunami
Argentina has undeniably become a core testing ground for the practical application and innovation of Web3 globally.
IOSG
IOSG: Regulatory anxiety meets halving effect, ZEC bucks the trend and hits a record high.
This report aims to delve into Zcash's technology and infrastructure, compare it with other privacy players, and analyze the catalysts behind the recent resurgence of the Zcash ecosystem.
IOSG
Industry News
Market Trends
Curated Readings
Subscribe