IOSG
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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.
IOSG2026-01-21 05:32
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."
IOSG2026-01-19 09:31
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.
IOSG2026-01-19 09:30
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.
IOSG2026-01-13 07:50
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.
IOSG2026-01-13 07:49
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.
IOSG2026-01-06 10:30
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.
IOSG2025-12-30 08:00
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.
IOSG2025-12-22 07:00
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.
IOSG2025-12-02 05:00
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.
IOSG2025-11-25 04:00
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.
IOSG2025-11-13 11:00
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.
IOSG2025-11-04 11:00
IOSG In-depth Interpretation of Stablecoin Public Chains: Plasma, Stable, and Arc
This article will focus on Plasma, Stable, and Arc, and delve into the issuers, market dynamics, and other participants behind them, providing a panoramic view of the “stablecoin track war.”
IOSG2025-10-14 03:00
Binance Life vs. EOS Life: In the era of crypto “flying blindly”, who should put the last brake on us?
In an era without regulation, self-regulation is needed to provide a source of fresh water.
IOSG2025-10-09 03:42
IOSG: Analyzing how the Hyperliquid ecosystem gave rise to the "Robinhood moment" of mobile crypto trading
The past few months have seen a significant increase in the number of mobile trading and DeFi applications targeting retail consumers, many of which are built on Hyperliquid's infrastructure. This article aims to delve deeper into this vertical, analyzing the applications currently dominating the market and providing relevant insights.
IOSG2025-09-30 09:00
IOSG: Rebuilding Ten AirClouds and Prospects of Stablecoin Crypto Payment Track
Stablecoins are the killer app of cryptocurrencies, licenses + corridors = moats.
IOSG2025-09-23 05:00
IOSG's in-depth analysis of Hyperliquid: Is it a disruptive infrastructure or an overvalued bubble?
This article directly addresses the key factors that truly determine Hyperliquid's long-term success: a sustainable business model, competitive positioning, and the ability to survive multiple cycles of industry-wide existential crises.
IOSG2025-09-16 06:00
IOSG: Today is different from the past. Some thoughts on this cycle's copycat season
The future altcoin market may tend to be "barbell-like", with liquidity flowing to two extremes: one end is blue-chip DeFi and infrastructure.
IOSG2025-09-09 05:00
IOSG analyzes policy shifts and market changes: Analysis of the US cryptocurrency regulatory framework
U.S. policy is the main lever for shaping market structure and capital access, which in turn has a decisive impact on Bitcoin prices.
IOSG2025-09-02 06:00
IOSG: Is data infrastructure ready for the era of encrypted super apps?
The moat is shifting towards "executable signals" and "underlying data capabilities". The closed loop of long-tail assets and transaction data is a unique opportunity for crypto-native entrepreneurs.
IOSG2025-08-26 05:00
IOSG: How does encryption technology become the key to success or failure in browser proxy?
Today's browser proxies are facing two completely different realities: on the one hand, the hostile environment of Web2, where anti-crawler and security defenses are everywhere; on the other hand, the open environment of Web3, where automation is often encouraged.
IOSG2025-08-19 05:00
IOSG: From "Fat Protocol" to "Fat Application", Interpreting the Appchain Narrative in 2025
In 2022, Appchain may be a relatively marginal technology option. As we head into 2025, with the launch of more and more Appchains, particularly Unichain and HyperEVM, the market's competitive landscape is quietly shifting, and a trend centered around Appchain is forming. This article will explore our Appchain Thesis from this perspective.
IOSG2025-08-12 05:06
IOSG: Are SBET stocks innovative narratives or Ethereum leverage?
This article will explore the dominant players in the Bitcoin and Ethereum strategic reserve space - analyzing how they provide alternatives to spot ETFs, deploy complex financing structures, achieve tax optimization, generate staking income, integrate the DeFi ecosystem, and leverage unique competitive advantages.
IOSG2025-07-22 07:00
IOSG: Exploring the prediction market and its competitive landscape through Kalshi
By abstracting the label of "gambling" and embracing the language of "market", Kalshi is connecting two large user groups: those who want to play and those who want to trade. In this process, it does not sacrifice either party, but strengthens the identity and behavioral value of both.
IOSG2025-07-15 10:00
IOSG: Observations and thoughts on the consumer application track with complete infrastructure
The consumer application market is essentially an attention economy, which also makes the entire crypto market a battlefield for narrative and attention.
IOSG2025-07-08 04:00
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