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Arthur Hayes on Japan Capital Repatriation, Fed Policy Direction, and AI Capital Misallocation
Japan capital repatriation and the French bond crisis may force the Fed to accelerate money printing, with Ethereum becoming a larger position in this liquidity cycle, and Bitcoin expected to break its all-time high before the end of the year.
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Wang Chun Fumes Over Zcash: Wall Street Hype or a Better Bitcoin?
Zcash breaks $1,250, backed by giants like Barry Silbert; can ZEC become a 'better Bitcoin' due to privacy scarcity? Short liquidations amplify the rally, but F2Pool co-founder questions narrative-driven buying and security vulnerability risks.
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MARA CEO In-depth Interview: Electricity Has Become a Core Asset in the AI Era, Bitcoin Miners' 'Energy Transition' is Imminent
Bitcoin mining will not disappear, but its role has changed. In the future, it will more often utilize surplus electricity, and the window as a medium of exchange may have passed.
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Dragonfly Partner Haseeb on Crypto VC: Sorry, Some Things Will Never Come Back
DeFi, stablecoins, payments, and prediction markets will persist long-term, the 'crypto company' label may gradually disappear.
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盘点渣打、花旗、Galaxy等机构对本轮比特币底部价格的预测
机构判断集中在5万一6万美元与4万一4.6万美元两个区间。
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Exclusive Interview with Strategy CEO: Can STRC Recover After Selling Bitcoin?
"Doing nothing" is one of our extremely important strategic options, and we are not worried that DeFi protocols built on STRC will trigger a cascade of collapses.
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Dialogue with Investor Zheng Di: MicroStrategy’s Coin-Selling Experiment, AI Economy, and US Stock Market Opportunities
Is the core of Bitcoin’s decline the expectation of MicroStrategy’s continued coin sales? AI reshapes labor, tokens become new production factors, crypto exchanges pivot to US stocks, and the altcoin market ends. A dialogue with Zheng Di analyzing industry trends and macro outlook.
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Will the three mega-IPOs of SpaceX, OpenAI, and Anthropic really crash the market?
With SpaceX, OpenAI, and Anthropic valued at over $3.5 trillion, their simultaneous IPOs have raised concerns about a capital drain, putting AI-related tokens under competitive pressure. However, history shows that mega-IPOs are not the main cause of market crashes.
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CoinShares Bitcoin Mining Report: Hashrate Prices Hit 5-Year Low, 20% of Older Mining Machines Are Now Losing Money
Mining companies are shifting to AI/HPC (high-performance computing) on ​​a large scale, and the industry is splitting into two major camps: "pure mining" and "AI infrastructure".
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CZ's latest interview: My experience is replicable; I wrote the book to inspire young entrepreneurs.
At the DC Blockchain Summit, CZ reviewed the development of the crypto industry over the past decade, from its early neglect to its current clear regulatory oversight and mainstream recognition in the United States. He discussed his personal memoir, inaccurate media reports, and recent court dismissals of related lawsuits, pointing out that for the United States to become the global crypto capital, it needs to strengthen market competition, reduce transaction costs, and improve liquidity.
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Interview with the founder of Hyperliquid: The crypto industry doesn't lack talent, but rather a sense of awe and the ability to execute policies that uphold "financial sovereignty."
How to build a decentralized global financial infrastructure through on-chain mechanisms such as no internal trading platform and automatic asset destruction. This paper explores how key modules such as HyperEVM and HIP-3 can realize the vision of "finance on-chain" and challenge the traditional centralized model.
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Web4 Outlook: An AI Autonomous Network – Why Does Vitalik Strongly Oppose It?
When AI has its own wallet and starts working for itself, a debate arises about a future that is "out of control".
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The Chairman of the U.S. Securities and Exchange Commission (SEC) shared progress in crypto regulation: how can innovative exemptions and tokenized securities frameworks provide a clear regulatory path for the blockchain industry?
At the ETHDenver conference, U.S. SEC Chairman Atkins outlined the key regulatory priorities for crypto in 2026: the introduction of an "innovation exemption" mechanism to allow tokenized securities trading through AMMs under certain conditions; the development of rules for broker-dealer custody of non-securities crypto assets; and the modernization of transfer agency systems to adapt to blockchain technology. He emphasized that the core of regulation is ensuring information disclosure rather than interfering with price fluctuations, encouraging developers to "work hard and build what really matters," achieving a balance between investor protection and market development by embedding compliance requirements into technological innovations such as smart contracts. The regulatory direction is shifting towards providing clear pathways, rather than "using enforcement as a substitute for regulation."
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How does OKX manage memes? X Layer Head: We welcome PEPE-style "just for fun," but we reject unscrupulous hype.
First, build the underlying infrastructure, then connect payments and DeFi into an ecosystem.
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CZ Chinese AMA: My Thoughts on Bitcoin at 200,000, the Supercycle, Memecoin, and Regulation
“Truly successful memes should have a long-standing story, like the Doge. There are almost no new memes that retain their value in the long run.”
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