Wall Street is betting heavily on RWA: BlackRock, Franklin Templeton, and Morgan Stanley are bringing financial markets onto the blockchain.
Over the past few years, the crypto industry has experienced several waves of hype, including DeFi, NFTs, and memes. However, what truly drew large-scale investment from Wall Street was not highly volatile crypto assets, but rather RWA.
CryptoPulse
ZK-powered Bitcoin privacy solution officially launched on Starknet.
strkBTC has officially launched on Starknet, utilizing ZK technology to achieve privacy protection and compliance readiness, addressing threats to the personal safety of Bitcoin holders, and ushering in a new era of private digital cash.
项目动态
AI Agent 可以被验证，但谁来保护它们的隐私？
AI Agent 正在成为链上经济的参与者，但可验证性不等于应该全部公开。ERC-8004 建立了信任基础设施，ACTA 则试图补上隐私层——让 Agent 能证明自己符合规则，同时保留身份、关系和策略隐私。
ETHPanda
Forbes: The US$39 trillion debt crisis may trigger a surge in Bitcoin prices.
Is the US debt crisis deepening and the dollar on the verge of collapse? Ray Dalio warns of fiat currency devaluation, and JPMorgan predicts funds will rotate from gold to Bitcoin. Bitcoin has already surged 30%; can it break its all-time high?
福布斯
从 TON 到 BIO：为什么市场开始重新定价“强叙事资产”？
加密市场定价逻辑生变，TON和BIO代表新叙事资产：TON借Telegram十亿级流量实现Web2入口，BIO以DeSci改造科研融资。市场不再只追TVL，而是押注未来行业重构。
137Labs
IOSG: 70% of top-performing wallets are bots, but AI hasn't taken over the prediction market yet.
Prediction markets are wealth transfer machines, and bots are their operators.
IOSG
CZ's New Interview: AI and Biotechnology are great, but I still dedicate 80% of my energy to blockchain.
Nothing can replace Bitcoin yet; micropayments, agent payments, agentic money... these will all come.
深潮TechFlow
A complete guide to stablecoin investing: From 3% to 15%, which of the four risk levels do you choose?
A Guide to Steady Returns in the Crypto Market: From extremely low risk to higher risk, breaking down stablecoin investment channels, following institutional fund allocations, and seeking steady profits.
Foresight News
PA Daily News | Elliptic completes $120 million funding round led by One Peak; Osero completes $13.5 million funding round led by Sky Ecosystem.
The Hong Kong High Court has approved the freezing of HK$8.9 billion in assets belonging to Prince Group's Chan Chi and others; Solana treasury company Upexi's net loss widened to US$109 million in the third fiscal quarter; and Anthropic is in talks to raise at least US$30 billion at a valuation of US$900 billion.
PA日报
When AI Becomes a Native Player on the Blockchain: A Look Back at 25 Cutting-Edge Projects that Graduated from YZiLabs EASY S3
AI is beginning to truly possess identity, wallet, and assets, and is existing as a native participant in the financial system.
Biteye
Arthur Hayes: If you're betting on privacy, Zcash is more straightforward than Bitcoin.
Video
Latest interview with Arthur Hayes: Why do I favor Zcash's privacy narrative? Bitcoin is not truly anonymous, while Zcash inherently focuses on financial privacy.
PA影音
Bitwise: Why are top-tier investors betting heavily on new public chains like Arc, Canton, and Tempo?
Circle, Canton, and Tempo, three major public blockchains, have all raised funds. Giants such as BlackRock, a16z, and Stripe are betting on the stablecoin and asset tokenization track. Clearer regulations are creating new opportunities for privacy-focused public blockchains.
Foresight News
A massive migration of $3 billion in DeFi funds: LayerZero crashes, Chainlink reaps huge profits.
The Kelp DAO attack triggered a massive on-chain migration, with Chainlink handling $3 billion in liquidity in a single week. LayerZero apologized and underwent rectification after facing a crisis of trust.
Nancy
Trading Moment: Semiconductor Sector Sees Sharp Correction, Can Bitcoin Hold Above $80,000?
Bitcoin has accumulated a large number of short limit orders in the $81,550 and $83,000-$85,000 ranges, while a large number of long limit orders have also gathered at $76,328, $75,000, and $70,000. Japanese government bond yields rose across the board, copper prices continued to rise, India doubled its gold and silver import tax to 15%, the A-share ChiNext index broke through 4,000 points, reaching a nearly 11-year high; the Philadelphia Semiconductor Index fell by more than 7% at one point yesterday.
交易时刻
Compliance is no longer an option; who will sit at the mainstream table?
As the market expands and liquidity increases, the development and competition logic of crypto CEXs (centralized exchanges) is also changing. Compliance has evolved from a bonus to an entry ticket and is gradually becoming a watershed moment for industry differentiation.
Nancy
SK Hynix becomes a "traitor to the capitalists," Samsung employees strike.
With 50,000 workers laid off for 18 days, is the global chip supply about to be cut off?
深潮TechFlow
Goldman Sachs' latest commodities methodology: A beginner's guide to commodities for portfolio managers
When analyzing any commodity, first separate "how much the forward anchor has moved" from "how much the spot price has deviated from the anchor".
见微知著杂谈
美股日日新高，你开始怕了？
指数还在涨，赚钱却愈发依赖少数主线，所以真正危险的不是踏空，而是还保持着低位行情时的仓位习惯。
MSX 研究院
Saylor explains "never sell Bitcoin": it doesn't mean never selling a single coin, but rather not being a net seller.
Video
Michael Saylor responded to market speculation: Strategy will never be a net seller of Bitcoin, and will continue to increase its BTC holdings through STRC financing, maintaining its net buyer status.
PA影音
Cerebras IPO: $48.8 billion valuation, is the "Nvidia Challenger" a bubble or a new king?
Cerebras' IPO valuation of $48.8 billion and a price-to-sales ratio of 95 reveal three paradoxes: profits rely on accounting adjustments, 86% of revenue comes from related parties in the UAE, and actual losses are widening. Is Cerebras a challenger to Nvidia or a narrowband replacement? A deep dive into the prospectus reveals the truth.
深潮TechFlow