Jae
287Followers32Articles
Ethena's USDe stablecoin TVL plummeted from $15 billion to $7 billion due to the decline of leveraged arbitrage and the termination of ecosystem projects. The protocol is shifting towards a white-label strategy, partnering with Sui and Jupiter to expand its infrastructure services, and has received investment from Multicoin, seeking to transform from a high-yield savings account into a stablecoin infrastructure.
Jae2025-12-02 10:15
The SEC has approved Fuse Energy's token as a non-security, marking a compliance breakthrough for DePIN projects. Users earn tokens by contributing energy resources for consumption, but this comes at the cost of business model flexibility and liquidity, and still faces challenges from local energy regulations.
Jae2025-11-27 09:05
The high-performance public blockchain Monad officially launched its mainnet and MON token, promising a throughput of 10,000 TPS and attracting over 85,000 participants with $269 million in investment. Its ecosystem encompasses 304 protocols across DeFi, AI, and prediction markets, including emerging projects such as the Mynt stablecoin and Kuru DEX, demonstrating strong fundraising capabilities and market attention.
Jae2025-11-25 08:10
Ethereum faces the threat of quantum computing and the challenge of control by Wall Street capital. Vitalik Buterin warned that quantum computers could break the encryption system by 2028, and institutional holdings of over 10% of ETH raise the risk of centralized governance. Ethereum needs to build a new moat through quantum-resistant upgrades and a community-balanced strategy.
Jae2025-11-22 06:20
1inch launched Aqua, a liquidity protocol that uses a self-custodied AMM to address the fragmentation of DeFi liquidity. Through a registry-based authorization system, the same asset can participate in multiple DeFi strategies simultaneously, significantly improving capital efficiency. However, challenges such as transaction complexity and security risks still need to be validated by the market.
Jae2025-11-19 13:15
The flash crash of xUSD, a yield-generating stablecoin issued by Stream, resulted in a loss of $93 million, triggering a $285 million bad debt crisis in the DeFi market and exposing the transparency trap of the CeDeFi model and the risk amplification problem of the Curator mechanism.
Jae2025-11-11 11:30
Interview with Rita Liu, CEO of Yuanbi Technology: Stablecoins are moving from the crypto market to the real economy. Its new brand, Yuanwen Payment, focuses on B2B cross-border settlement, taking compliance as its cornerstone, promoting minute-level payment innovation, and solving the pain points of traditional cross-border payments such as low efficiency and lack of transparency.
Jae2025-11-08 04:00
DFINITY released an update to its DeAI platform, Caffeine, causing the price of ICP to surge. This platform lowers the development barrier through natural language programming, transforming itself into an AI cloud engine, targeting the trillion-dollar cloud services market, and driving the ICP token economy from inflation to deflation.
Jae2025-11-06 08:00
Canton Network has raised $540 million against the trend to build the first AllFi public chain, capable of supporting $6 trillion in assets. Focusing on RWA transactions and institutional-grade privacy, it has already achieved a daily repurchase of $280 billion in US Treasury bonds, potentially becoming a core on-chain Wall Street infrastructure.
Jae2025-11-04 10:15
3Jane, a rising star in DeFi uncollateralized lending, has received investment from Paradigm. Combining credit scoring and zero-knowledge proof technology, it targets the institutional lending market and is expected to launch its mainnet in November, potentially changing the overcollateralization model in DeFi.
Jae2025-10-31 06:50
Farcaster acquired Clanker, a token issuance platform on the Base chain, integrating AI-powered one-click token issuance. Clanker's token price surged over fourfold this week, and the protocol will use two-thirds of its revenue to repurchase tokens. This move marks the transition of decentralized social networking toward financialization, creating a new paradigm for the creator economy.
Jae2025-10-28 12:10
nof1 entered six major LLMs into a real-world crypto trading competition for the first time, with DeepSeek leading with an 11% return. Alpha Arena revealed that the key to AI trading lies in execution, not reasoning scores, but that strategy homogeneity could lead to systemic risks.
Jae2025-10-21 09:30
Paxos accidentally minted 300 trillion PYUSD due to a parameter input error, equivalent to 110,000 times the circulation supply. Although it was urgently destroyed to avoid disaster, it exposed the vulnerability of centralized stablecoins in terms of technical governance and internal control, triggering market concerns about systemic risks.
Jae2025-10-17 05:18
Synthetix's SNX token surged over 100% to a new high for the year, driven by the planned return of V3 to the Ethereum mainnet and the launch of the Perp DEX in Q4 2025. Increased holdings by whales and declining CEX reserves are driving prices, but the risk of sUSD decoupling remains a challenge.
Jae2025-10-15 09:44
In October 2025, the crypto market suffered an epic crash. Trump's 100% tariffs triggered global panic, wiping out over $500 billion in total crypto market capitalization, with over $19 billion liquidated. Flaws in CEX pricing mechanisms and the decoupling of USDe triggered a chain reaction of liquidations, exposing structural risks in the industry.
Jae2025-10-13 04:20
The opening of the Grayscale Zcash Trust and Naval's "insurance theory" ignited the market, with ZEC soaring 220% in two weeks! The Ethereum Foundation established a privacy cluster team, marking a strong comeback for privacy-focused assets, and zero-knowledge proof technology leading the privacy revolution in the crypto industry.
Jae2025-10-10 06:00
Falcon Finance's synthetic dollar agreement was backed by DWF and the Trump family, with a record 28-fold oversubscription for public offerings. However, the price of the currency was halved on the first day of listing on multiple exchanges, with polarized performance before and after.
Jae2025-09-30 11:45
The stablecoin market is booming! The mining pools of the three major projects, Plasma, STBL, and Falcon Finance, are generating impressive returns. XPL and SBTL token airdrops are igniting the market, and FF community sales have reached a record high. PANews helps readers seize the hottest "Stablecoin Summer" investment opportunities in the second half of 2025.
Jae2025-09-28 09:26
The current SEC Chairman Paul Atkins is promoting a regulatory revolution: shifting from tough enforcement to an "innovation exemption" framework, withdrawing lawsuits, initiating dialogue, and balancing investor protection with technological innovation. This is expected to accelerate the approval of spot ETFs and attract institutional funds to the crypto market.
Jae2025-09-25 05:19
Hong Kong's RWA market remains hot, despite regulatory guidance from brokerages to cool down, but concept stocks continue to rise. Huajian Medical and Transcenta Group signed a $1.5 billion agreement to tokenize RWAs for innovative drugs, resulting in a surge in market capitalization by HK$14 billion in two months. The market encompasses three key niches: liquidity providers, technical support providers, and service providers. Traditional financial institutions and crypto institutions are collaborating to accelerate development.
Jae2025-09-24 02:44
The DAT digital asset treasury model is on the rise, and listed companies have become a reservoir for crypto assets. PANews interviewed several industry experts to analyze its operating mechanism, regulatory challenges and investment strategies, sparking heated debate about whether it is a bubble or the future.
Jae2025-09-19 01:23
Hong Kong-listed companies have sparked a RWA gold rush. Companies such as Coolpad and Delin Holdings have revitalized real estate and financial assets through asset tokenization, reshaped valuations, and explored new business models, injecting new vitality into traditional finance.
Jae2025-09-18 09:14
Columns
