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2026 Outlook (Part 4): The Privacy Track, Divergence, Consensus, and Value Redefinition

The market exhibits significant divergence around the core issue of privacy: Should privacy be completely untraceable, or allow for selective discl...
分析

In-Depth Research Report on the Stock Contract Sector: The Next Trillion-Dollar Battlefield for On-Chain Derivatives

1. Product Essence: Structural Integration of Traditional Assets and On-Chain Derivatives From a product positioning perspective, it is essential ...
分析

Meta’s Big Bet on AI: Spending $135 Billion, Is Zuckerberg in 2026 Worth Believing?

Better-than-expected Q4 2025 results and Q1 2026 guidance provided some relief to shareholders who had been suffering from doubts about the company...
分析

Missed the CoinList Launch? Don’t Panic! A Detailed Guide on Participating in Rainbow’s On-Chain Auction on Uniswap

1. Project Overview 2. Team Background Rainbow was co-founded in 2019 by Christian Baroni, Jin Chung, and Mike Demarais. The team's core mission i...
分析

From Pro-Cyclical Expansion to Cross-Cycle Survival: A 2026 Outlook on Digital Asset Treasury (DAT) Sustainability — An Analysis Based on Financing Structure and Currency Differences

The research indicates that the DAT model is, in essence, an actively managed balance sheet strategy. Its value creation stems from the synergy bet...
分析

Before Moonbirds launched its token, it initiated the “Birbillions Project”

Just before the TGE, Moonbirds' parent company, Orange Cap Games, officially released the 'Birbillions Thesis' whitepaper, outlining an ambitious g...
分析

Conversation with Vitalik: Technological Triumph, Application Confusion, the Most Dangerous Divide in the Crypto World

'It's been a year, and Vitalik seems to have undergone some subtle changes.' This was the first thought that popped into my head right after my sec...
分析

Building “Planet Tribe”: Jason Explains OKX Planet’s Product Mechanism and Community Logic

At the event, Jason, the Product Lead for OKX Planet Community, systematically introduced the product capabilities, incentive mechanisms, and futur...
分析

Gold Soars: Cracks in Global Governance and an Ongoing Shift in Order

This change was repeatedly discussed at this year's Davos Forum. Whether in formal agendas or private discussions, phrases like 'imbalance in the w...
分析

SpaceX Leads the Way as the 2026 IPO Boom Begins

2026 is shaping up to be a big year for IPOs. This prediction was validated as early as January. Before January even ended, crypto custodian BitGo ...
分析
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