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Wintermute揭秘：散户不炒币了？
加密货币在散户的投资组合中仍占有一席之地，但它如今只是众多选择之一，而不再是投机的主战场。
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Dialogue with macro investors: How should we allocate assets under the new leadership of the Federal Reserve?
The banking system's liquidity is currently nearing its bottom, leaving limited room for further balance sheet contraction, but expansion is also likely to be slow. Asset allocation tends towards a three-pillar structure.
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The End of DAT: Liquidation or Self-Rescue?
People will not only evaluate digital asset accumulation strategies, but also the conditions under which they can survive. In the ongoing DAT cycle, only those companies that can manage dilution, debt, fixed obligations, and trading liquidity will be able to weather the market downturn.
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Why did a key figure in the Ethereum Foundation leave after only 11 months in office?
Tomasz Stańczak, co-executive director of the Ethereum Foundation, announced that he will step down at the end of this month. This comes just 11 months after he and Hsiao-Wei Wang took over from longtime leader Aya Miyaguchi in March of last year, forming a new leadership core.
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In the Super Bowl betting frenzy, is the prediction market the true "MVP"?
For the first time, prediction markets have challenged traditional sports betting, with Kalshi and Polymarket trading hundreds of millions of dollars in Super Bowl betting, putting pressure on the stock prices of sports betting giants.
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Is CME Group also launching its own cryptocurrency? Deciphering the three-pronged strategy behind CME's digital maneuvering.
CME Group, the world's largest derivatives exchange, announced its exploration of issuing a digital token, "CME Coin," aimed at solving weekend liquidity issues, reclaiming interest profits, and building a compliance moat. This signifies the deep involvement of traditional financial giants in the crypto space, with an intention to reshape market rules.
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Hyperliquid enters the prediction race; what are the selling points of the HIP-4 protocol?
Hyperliquid launched its prediction market feature, Outcomes, which sent its token HYPE surging over 10%. The feature, which uses full collateral, non-linear settlement, and shares margin with existing trading products, aims to redefine the rules of prediction markets.
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Gold and silver experienced a "Black Friday," while the US dollar staged a dramatic comeback.
On January 30, global financial markets experienced a major shock: gold and silver prices plummeted by more than 30% and 9% respectively, while the US dollar surged. This was due to Trump's nomination of hawkish Warsh as Federal Reserve Chairman, which triggered expectations of a policy shift. Coupled with market overbuying, this led to a major asset restructuring.
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The Federal Reserve ended its three-year cut streak: gold surged past $5,500, while Bitcoin entered a high-level "wait-and-see" mode.
The Federal Reserve paused interest rate cuts, keeping rates unchanged amid internal disagreements. Gold prices surged past $5,500, highlighting safe-haven demand, while other assets performed modestly. Market focus is on the selection of the next Fed chair, and Bitcoin faces the risk of a correction.
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为什么所有人都低估了马斯克的xAI？
马斯克的xAI凭借算力优势、X平台数据护城河及特斯拉机器人生态，即将发布的Grok 5有望超越竞争对手，重塑AI竞争格局。
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数据拆解Solana Q4表现：“黄金坑”到底在哪？
Solana 2025年Q4表现疲软：收入下降43%，链上收益率跌至0.46%，投机需求下滑，网络效率降低。需转型吸引传统金融和开发者，以应对周期性挑战。
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Tom Lee invested $200 million in MrBeast, making the top-tier MrBeast a major asset for him.
Wall Street analyst Tom Lee has invested $200 million in MrBeast, a company exploring the integration of DeFi into its financial services platform. MrBeast has annual revenue of $400 million but is facing cash shortages and is building financial infrastructure.
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Dalio's ultimate reflection in 2025: "Purchasing power of money" will become the number one political issue in 2026, and AI is in the early stages of a bubble.
Debt/currency/market/economic power, domestic political power, geopolitical power, natural power, and new technology power (AI) will continue to be the main drivers for reshaping the global landscape.
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The Battle of 2026: Which Financial Super App Will Ultimately Be Hood or Coin?
Both companies see cryptocurrency at the heart of their super-application ambitions, but their approaches reflect their respective origins.
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Looking at the prediction market again at the end of 2025: size, players, and watershed moment.
This is the first year that market prediction has stopped relying on black swan events and started to rely on the demand for structured trading.
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