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Analysis
Arthur Hayes: Nearly Zero Trading in Q1, AI Unemployment Wave and Iran War Keep Me on the Sidelines
Original Compilation: Shenchao TechFlow Introduction: BitMEX founder Hayes rarely admits that he made almost no trades in Q1. He believes the marke...
Can Blindly Following Polymarket’s Pre-Game Win Probability for NBA Trading Guarantee Steady Profits?
Trading NBA games on Polymarket – perhaps you, like many others, have had this experience: before the game, you see one team's win probability is s...
Jensen Huang’s Podcast Transcript: NVIDIA’s Moat Runs Much Deeper Than Chips
Video Author: Dwarkesh Patel Compiled by: Peggy, BlockBeats Editor's Note: While the outside world continues to debate whether 'Nvidia's moat comes...
Morgan Stanley’s First Bitcoin ETF One-Week Review: Defying the Trend to Attract Capital, a Signal of Institutional Accumulation
Author|jk What is this ETF? On April 8, Morgan Stanley officially launched the Morgan Stanley Bitcoin Trust (ticker: MSBT) on NYSE Arca, a platfo...
U.S. Stocks in the “Largest Bubble in History” Zone? Four Major Valuation Indicators Simultaneously Flash Red
Introduction: The S&P 500’s CAPE ratio has touched 39, its highest level since the 2000 dot-com bubble; the “Buffett Indicator̶...
Popular Interaction Collection | SimpleChain Testnet Activity Now Live; Giggles Waitlist Application (April 16)
Author | Asher (@Asher_ 0210) SimpleChain: An L1 Project in the RWA Sector Project Overview SimpleChain is a Layer 1 blockchain designed specifi...
Panorama of Crypto AI Protocols: Starting from Ethereum’s Main Battlefield, How to Build a New Operating System for AI Agents?
Over the past two years, we have witnessed AI’s transformation from an “assistive tool” to an “autonomous economic particip...
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Crypto Arbitrage Trading Is Dead: How Traditional Finance (TradFi) Perpetual Contracts Achieve 361.6% Yield
Core Summary (TL;DR) In this cycle, the funding rate arbitrage opportunities for mainstream crypto assets have been completely squeezed out by ins...
Amid Stock Market Highs, Bonds and Crude Oil Still Cast “Dissenting Votes”
Original Author: KURT S. ALTRICHTER, CRPS Original Compilation: Peggy, BlockBeats Editor's Note: As the stock market rapidly recovers its wartime l...
The Flip Side of the Stock Market Rally: Energy Restructuring, Bitcoin Squeeze, and Market Mismatch
Original Author: Talha Chaudhry, 1KONTO Original Compilation: Peggy, BlockBeats Editor's Note: Beneath a series of seemingly 'positive' signals, th...
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