金色财经
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Arca：加密资产的四类投资方向
数字资产投资机会终于清晰：四类标的浮现，从优质企业股票、真实营收代币到合规新币与代币经济重构，基本面分析框架正在接管加密市场。
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如何在预测市场里，精准锁定“聪明钱”？
PolymarketScan 使用指南：像交易 Meme 币一样交易预测市场，过滤噪声、跟踪聪明钱、建立观察列表，提高你的胜率。
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A guide to 12 buyback tokens worth watching
The crypto industry is changing, with protocols starting to use real revenue to buy back their own tokens. PANews has compiled 12 "revenue-driven token value" projects including Hyperliquid, PumpFun, and Raydium, analyzing their buyback mechanisms and economic logic to help you grasp the next narrative direction.
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Pump.fun全解析：是否严重低估，目标价格该是多少？
PumpFun年化收入6.77亿美元，市销率仅2.8倍，PUMP代币被严重低估？深度剖析其Meme币垄断地位、50%收入回购机制与用户端增长潜力，揭示为何市场误解了这项加密最强基础设施业务。
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Solana Q2报告：DEX交易量蝉联第一、手续费却腰斩、RWA破30亿，转型期的“阵痛”与“新生”
DEX交易量稳居公链第一，网络手续费却环比降44%，永续合约量翻倍但承压。RWA突破30亿美元，代币化股票成主力，生态正从Meme投机转向多元化资产金融基础设施。
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"Mortality Rate" of Token Investments: 95% of Projects Underperform Bitcoin, 73% Ultimately Drawdown Over 90%
Only 4.1% of tokens outperform Bitcoin, median return plunges 97%, 73% ultimately drawdown 90%. Altcoin bull market hard to repeat, why exchange tokens become the only winners?
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Called for $319, but quietly offloaded at $60: What is Multicoin doing?
Two weeks after releasing a research report with a target price as high as $319, Multicoin unstaked and transferred a large amount of HYPE to Coinbase.
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Understanding Stripe: Five Strategic Moves to Build a Stablecoin Market
Acquiring Bridge, incubating Tempo, joining the OUSD Alliance, a $53.4 billion bid to acquire PayPal, building a closed-loop financial system, reshaping the global payments landscape.
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STRC falls below $95: Why the continued divergence? Is there a risk of default?
Given the downward pressure on Bitcoin, is the preferred stock model still viable?
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Who is Serenity? Understanding the investment logic of the "Godfather of AI Supply Chain"
An AI supply chain trader who emerged from Reddit, relying on the "bottleneck theory," avoids buying Nvidia and only invests in companies that Nvidia cannot do without, claiming an annual return of +122%. His 38 investments cover optical communication, storage, energy, and cryptocurrency, with early positioning in key segments such as InP substrates.
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A Roundup of 10 Emerging Hyperliquid Native Protocols Worth Noting
It covers areas such as yield aggregation, automated routing, high leverage, RWA/stock tokenization, and pre-IPO trading.
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Ethereum's Realistic Moment: Deciphering Vitalik's Strategic Restructuring of the L2 Roadmap
Vitalik redefined Ethereum's L2 strategy, acknowledging that L2 has evolved into an independent platform, and proposed a trust spectrum framework, native Rollup pre-compilation, and synchronous composability to adapt to economic realities and technological changes.
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Looking Back at 2025: The Top 10 Most Influential Figures in the Crypto Industry
A look back at the key figures in the crypto industry in 2025: Trump becomes the first "crypto president" to push for regulation, SEC Chairman Atkins shifts to pro-crypto policies, Vitalik leads Ethereum upgrades, Saylor goes on a Bitcoin buying spree, and Tether CEO Ardoino expands global business.
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Galaxy：2026年加密市场26大预测
Galaxy Research预测2026年加密货币市场：比特币或达25万美元，稳定币交易量超传统支付，DeFi现货交易占比超25%，机构采用加速，AI支付链上显现。
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The US SEC teaches you step-by-step how to manage your crypto assets.
On December 12, the U.S. Securities and Exchange Commission (SEC) issued a document providing retail investors with basic information on accepting cryptocurrency custody, helping them decide how best to hold their crypto assets.
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