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Crypto Market Macro Research Report: US-Iran Ceasefire, A Moment of Reassessment for Risk Assets

1. Ceasefire Gambit: A Dramatic Turn Before the Deadline The achievement of this ceasefire followed intensive diplomatic mediation. The day befor...
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Kalshi’s Eight-Year Startup Journey: A Boxer in a Suit Steps into the Ring

One afternoon sixteen years ago, in a dance studio at the Ballet School of the Teatro Municipal do Rio de Janeiro, 14-year-old Luana Lopes Lara was...
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GPU Pricing: A Free-for-All Without a Referee

Original Compilation: Shenchao TechFlow Introduction: The media loves to summarize the rise and fall of GPU computing power prices with a single nu...
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$950 Million Short Positions, Two Perfectly Timed Trades: The Suspicion of Insider Trading in Oil Before Trump’s Ceasefire

The next day, as soon as the Asian market opened, crude oil prices dropped by about 15%, with WTI falling below $100. According to Reuters citing L...
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When Fintech Integrates with Crypto Infrastructure: The Next Decade of Digital Finance

Introduction Stripe acquires Bridge for $1.1 billion. Mastercard acquires Zerohash for approximately $2 billion. Robinhood launches its own L2. The...
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a16z: After Securities Move On-Chain, Why Will Intermediary Institutions Be Replaced by Code?

Original Authors: @milesjennings, @rstwalker and Aiden Slavin, a16z crypto Original Compilation: Peggy, BlockBeats Editor's Note: When regulators b...
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Don’t Bomb Oil Fields, Just Bomb the K-Line: Trump’s Threat Economics

This was already Trump's fourth 'ultimatum' to Iran within 30 days, and also the fourth time he withdrew it himself the moment the deadline arrived...
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Ray Dalio’s New Article: The World Is Sliding Toward the “Big Cycle” War Phase

Original Author: Ray Dalio Original Compilation: Peggy, BlockBeats Editor's Note: While the market continues to price in short-term questions like ...
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Trade.xyz Pricing the World? On-Chain Markets Are Becoming the Market Itself

Original Author: @kelxyz_ Compiled by: Peggy, BlockBeats Editor's Note: Since early 2026, Trade.xyz has rapidly gained momentum. In mid-March, its ...
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Wintermute EthCC Observations: DeFi Rushes to Vaults, Founders No Longer in a Hurry to Launch Tokens

Original Compilation: Shenchao TechFlow Introduction: Wintermute Ventures Investment Manager Joscha Kupferberg attended the EthCC conference in Ca...
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