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IOSG: After KBW and 2049, as Crypto Cools Off, Who Is Still Building?
The KBW and TOKEN2049 main venues cooled while side events stayed hot: AI agents and stablecoins took center stage, institutional money poured in, and Korea and Singapore are heading down different regulatory paths.
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IOSG: Papertrade's daily revenue is second only to Tether — a casino that returns 90% of its rake to the losers
Papertrade's daily revenue is second only to Tether. A synthetic perpetual protocol that returns 90% of its rake to losers hit $1.36 trillion in volume in nine days, traders lost a net $63.2 million, and the PAPER token price doubled.
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Why Can't Hyperliquid's HIP-4 Prediction Market Catch Up to Polymarket?
An in-depth analysis of Hyperliquid's HIP-4 prediction market: design differences from Polymarket and Kalshi, volume comparisons, and economic model analysis.
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IOSG: Circle issues, Coinbase owns the users — who actually makes money from stablecoins?
Are stablecoin issuers raking it in? What really decides where the profit flows is the distribution channel. A deep breakdown of the stablecoin business model, revealing who controls value after the GENIUS Act, and how falling rates hit Circle and Tether.
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Deconstructing OpenRouter: Stripe's $7.5 Billion Acquisition Gamble
When Vercel turns AI routing into a free feature, why is OpenRouter still worth $7.5 billion?
博闻札记2 authors
IOSG: Binance's Altcoin Elimination Game — The Survival Rules Behind 294 Delistings
The "elimination logic" behind Binance's 2026 delisting wave.
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IOSG: In-depth Review of the Hyperliquid Builder Market, 90% of Teams Are "Running Alongside"
The monthly trading volume of the HIP-3 leading token on Hyperliquid plummeted by 44%. Is it sector rotation or market share loss? On-chain data reveals the true survival status of nine challengers, with a comprehensive analysis of asset screening, settlement design, and staking traps.
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IOSG: Why 'Crypto Stock Meme' Can Never Replicate GameStop's Short Squeeze?
In 2021, Robinhood turned off the buy button for AMC; in 2026, it infinitely issued AMC Stock Token.
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IOSG: Frontier Bets, the 4 Best Crypto Investment Directions in a Bear Market
IOSG founder Jocy Lin deeply analyzes crypto bear market investment strategies: reviewing Bitcoin's four-year cycle top signals, the historical turning point of stablecoin regulation, and Ethereum governance dilemmas, revealing the underlying logic of truly profitable projects like Circle and RedotPay, helping you capture mispriced opportunities.
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IOSG: Reg CA is not a switch for a token issuance bull market, but a 'graduation exam' for existing tokens
The U.S. SEC released a proposal for the 'Crypto Asset Regulation'. Reg CA will not trigger ICO 2.0, but existing tokens will have a 'graduation' channel. The Rule 400 safe harbor may allow tokens to shed their security status. Which projects will truly benefit? An interpretation of the Reg CA details and market impact.
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IOSG: US Treasuries, AI, and Inflation Cannot Coexist; Which Side Does BTC Bet On?
Washington is likely to choose to protect the Treasury market and AI investment cycle, at the cost of keeping inflation higher for longer. Treasury yields surge, and the Treasury Department is accused of implementing stealth QE through buybacks and short-term debt issuance; loose liquidity benefits gold and Bitcoin. Bitcoin has recently outperformed gold; is it qualified to enter the debasement hedge category? Read IOSG's in-depth analysis.
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IOSG Quantitative Review: EIP-8363 Proposal Cuts Staking "Subsidies" — What Does Ethereum Want in Return?
After the burn mechanism became ineffective, Ethereum trades reduced staking rewards for supply leverage. Modeling shows that under current staking levels, issuance is only reduced by 58.6%, and the system will stabilize at a staking ratio of 26% to 34% and an annual inflation range of 0.3% to 0.5%. Data confirms that staking yields and ETH prices have never been significantly correlated; the real pressure is on the income statements of staking intermediaries such as Lido.
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IOSG: From Score Boost to Paying, the Demand Illusion of Model Fusion
Model Fusion can improve AI benchmark scores, but costs multiply and latency increases; OpenRouter and Devin Fusion are moving in opposite economic logic. Model fusion is expensive insurance, and routing and task dispatch are the main lines of efficiency.
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IOSG: Behind Hermes' Rise, a Web3 Team's Path of Advancement
Hermes Agent topped OpenRouter with a usage of 30.5 trillion tokens, leading OpenClaw and Claude Code by a staggering margin. It doesn't rely on proprietary technology but precisely closes the loop on the 'challenger growth system', building trust through 'delegatability' to become a long-term online personal butler worthy of entrustment.
博闻札记2 authors
IOSG：区块链如何保守秘密？链上隐私的三种答案
Zcash、Monero、Canton与Zama等方案横评。机构需求已被验证，摩根大通2026年发行存款代币，OTC交易量年增109%。2027年监管将推动可审计隐私，但既藏得住一切又跑得动一切的产品仍未出现。
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