JiaYi
GeekCartel 联合创始人
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Crypto may be in a very good selective buying window
Coinbase is integrating Bitcoin-collateralized loans into the U.S. housing finance system, and crypto assets are transforming from speculative instruments into capital that can be collateralized for borrowing. The author has taken a heavy position, focusing on quality projects whose fundamentals remain intact but whose prices have crashed, noting that the current odds have entered a highly attractive range.
JiaYi
What does the outcome of the midterm elections mean for Trump and Crypto?
If Trump loses the House of Representatives in the midterm elections, crypto policy will shift towards executive order-driven approaches, but the window for core legislation is closing, and the industry is pushing hard to advance the legislative process in order to seize the opportunity for certainty.
JiaYi
I dug into a gold expert's 10-year prediction record and discovered a heartbreaking truth.
I've compiled a list of the most accurate Wall Street institutions, influential figures, and legendary figures in gold predictions throughout history, comparing their predictions with actual results—this is the most accurate analysis I've done over ten years, and the conclusion is surprising.
JiaYi
Musk's Terafab: One Man Challenging the AI ​​Chip Giant
Elon Musk announced a joint venture between Tesla, SpaceX, and xAI to build Terafab—a $25 billion 2-nanometer chip manufacturing plant with a target capacity of 1 terawatt of AI computing power per year. This is a story of one man challenging NVIDIA's monopoly and rewriting the AI ​​power landscape.
JiaYi
The AI ​​era is creating a polarization: the rich are getting richer, and the poor are getting poorer.
The AI ​​era is exacerbating the digital divide, with financial resources and cognitive abilities determining the quality of tools and the depth of information. Free AI offers a high rate of misperception, while paid tools create competitive barriers, amplifying individual cognitive disparities.
JiaYi
RWA's narrative is so strong, so why are all RWA-related coins falling? I think the logic was flawed from the start.
On-chain government bonds exceed $4 billion, and the RWA narrative looks promising, but the token has plummeted by over 90% from its peak. The problem isn't that retail investors can't get in; it's that the token's economic model was flawed from the start.
JiaYi
Your AI anxiety is being exploited.
80% of the AI ​​content on X is essentially panic marketing. Those who shout "You're doomed if you don't use AI" aren't selling AI capabilities, but rather your anxiety. The real winners aren't those who use AI the most, but those who know when not to use it.
JiaYi
I finally understand why Musk is so convinced that we live in a "simulated world".
With Web3 and AI in our hands, we have our first opportunity to explore and even modify the rules of this "simulated world".
JiaYi
Analyzing Binance, Sahara, and Sign: How do top projects overcome the dilemma of "attention cycles" and "liquidity"?
A retrospective of 2025: A survival guide for the Web3 market after the illusion of DAU was shattered.
JiaYi
On the eve of the integration of Crypto and traditional finance in 2025: Prices are a lagging celebration, structures are a forward-looking prophecy.
Bull markets are just noise; bear markets are the magnifying glass, the microscope, the revealing mirror. Amidst the fog of emotions, I want to take you to a higher vantage point to see where the future course lies after the tide recedes.
JiaYi
政策型周期：美国正在用监管政策重塑加密版图
文章认为，短期机会在于顺应政策与资金流向，长期价值取决于赛道能否与未来金融和科技发展同频。
JiaYi
A must-read for project owners: Learn from Shi Yongxin how to market through group thinking
In the Web3 world, the success or failure of a project often isn't determined by technological barriers or funding levels, but rather by whether it can secure a clear, credible, and relatable place in the minds of users. This article, drawing on how Shi Yongxin transformed the "Shaolin Temple" into a globally recognized symbol of "Kung Fu = Shaolin," will analyze the importance of Web3 projects building a "group mindset" before and after the TGE.
JiaYi
A must-read for project owners: Say goodbye to the airdrop trap and let the “wool comes from pigs” model achieve long-term growth
This article focuses on the current dilemma of crypto projects in the airdrop incentive mechanism, pointing out that relying solely on its own tokens for user incentives often leads to problems such as short-term traffic, difficulty in user retention, and ecological overdraft.
JiaYi
Behind the Tokenization of U.S. Stocks: A Return of a Narrative, or a Signal of the Evolution of Web3 Financial Structure?
Behind the Tokenization of U.S. Stocks: A Return of a Narrative, or a Signal of the Evolution of Web3’s Financial Structure?
JiaYi
AI × Web3: Who will build the chain for this era?
No matter which route the project takes, it will eventually enter the collaborative logic of AI and use AI to improve competitiveness and efficiency.
JiaYi
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