PANews Editor's Note: PANews has selected a week's worth of high-quality content to help you fill in the gaps during the weekend. Just click on the title to read.
Macro perspective
In a recent interview with the podcast Alpha First, Arthur Hayes shared his bold predictions for the future of the cryptocurrency market. He believes that with the possible coming of the Trump administration, the loose monetary policy in the United States will lead to a depreciation of the US dollar, which in turn will drive up the prices of Bitcoin and other crypto assets.
Dialogue with Ethereum's Vitalik: AI is good, but we can't let it dominate our world
Behind the two technological forces are two competing technological philosophies.
I think the reason for the rise in MicroStrategy's stock price is the "Davis Double Click". Through the business design of financing the purchase of BTC, the appreciation of BTC is tied to the company's profits. The financial leverage obtained by combining the innovative design of traditional financial market financing channels enables the company to have the ability to achieve profit growth beyond the appreciation of the BTC it holds. At the same time, as the holdings expand, the company has a certain BTC pricing power, further strengthening this profit growth expectation.
“I was discussing Bitcoin with an investor yesterday and he responded somewhat dismissively, ‘It’s like buying gold.’ No, no, it’s like buying gold in 1000 BC. 99% of financial wealth is not in Bitcoin yet. When they start, Bitcoin will either be worthless or [go orders of magnitude higher].”
AI and Meme
Grayscale Research: What is the utility of integrating AI agents with blockchain?
The integration of AI agents with blockchain technology represents more than just a new use case for cryptocurrency; it signals a potential shift in the way AI agents interact with money.
The frequency of Golden Dog trains starts to increase significantly after 9 p.m. Beijing time, and 3 a.m. to 6 a.m. is the golden period; even if you miss it, there are still windows to get on the train.
clanker: “Pump.fun” on the Base chain
How did the popular meme maker on Base become popular?
This article will deeply analyze how UBC reshapes the AI development paradigm from the dimensions of technical architecture, token economic model and development plan.
After CZ was released from prison, BNB Chain seemed to be the biggest beneficiary.
The AI wave is sweeping the crypto market. Here are the top AI+GameFi projects
Musk will launch an AI game studio to add fuel to the fire.
Meme Magic or VC Tragedy? Decoding the Future of Tokenomics and Fundraising
This article integrates insights from the past, present, and future of VC participation in Web3 and explores how the new Tokenomics model can reshape the entire ecosystem.
In the Web3 space, the Virtuals protocol is leading this shift by integrating AI companions into consumer applications, especially in gaming and entertainment.
Is the crypto world entering a truly active period? What more meaningful facts are hidden behind the active data on the Solana chain? PANews conducted an in-depth analysis of Solana's on-chain performance.
PANews' account [MEME Daily] will select the hot memes of the day for readers to understand the track situation. Click here to view.
Seize the opportunity
Net capital inflow surpasses Solana, AI agents grow explosively, is the Base season coming?
This article explains the author's optimism about Base, analyzes Coinbase's influence, Ethereum's potential, Base's user experience improvements, and the strength of the team, and shares the latest developments in the Base ecosystem, especially the rise of AI agents and Farcaster.
An article explaining OpenEden: Binance invests in RWA, a new option for U.S. debt investment
With strategic investment from Binance in September, OpenEden has taken an innovative path in the RWA field. It focuses on the U.S. Treasury bond on-chain and opens up new paths for investors. Its product OpenEden TBill Vault allows USDC holders to easily participate in U.S. Treasury bond investment; with the support of Moody's "A" rating, the TVL exceeds 125 million US dollars and attracts many institutional clients. How it will shine in the RWA market after Binance's investment is worthy of investors' attention.
TVL increased by 3 times in a month. Will the new DeFi player Fluid subvert Aave and Uniswap?
How does Fluid redefine the rules of the DeFi game?
50 Most Notable Un-Issued Cryptocurrency Projects
BTC is just one step away from $100,000. If a friend asks you what other projects are worth investing in, please forward this article to him.
How long will it take to issue the token? What is the token economics? What is the airdrop ratio? Why TGE on Ethereum mainnet first?
Web3
Although Solana lacks the support of a mature futures market and faces potential obstacles in being judged as a security, its ETF application process is progressing steadily in anticipation of the new regulatory environment.
As the market recognition of Bitcoin continues to increase, Chinese concept stock SOS followed suit and invested 50 million US dollars in Bitcoin, driving up its stock price. In fact, many domestic listed companies have also included Bitcoin in their reserve assets, which not only optimizes the company's asset structure and brings additional income, but also greatly promotes the rapid rise of stock prices.
Recently, a U.S. court overturned the decision that Tornado Cash's smart contract was sanctioned, which is a milestone in defending the privacy rights of the crypto industry and preventing excessive government intervention. Although Tornado Cash has won a temporary victory in the law, its developers still face criminal charges, and the platform will still face a series of market and regulatory challenges in the future.
Is the DeSci field invested by Binance really the next hot spot or a speculative bubble?
Movement and Scroll reveal each other’s secrets. How should we view it?
The "halal era" in which one could raise valuations and money simply by aligning with a certain ideology is over.
Technical
The vision behind Namechain is actually: to unify multi-chain user identities and build a digital identity chain with unified user identities.
Why is Zircuit a unique Layer2?
Although it is marked as OP-Rollup Type on L2beat, its overall technical architecture and brand tone give people a strong ZK perception impression, and many people will incorporate it into the category of ZK-Rollup.
What is the new ERC-7802 standard jointly proposed by Optimism and Uniswap?
The design principle of ERC-7802 is "bridge agnosticism": in cross-chain scenarios, the token contract is separated from the specific cross-chain bridging technology or protocol as much as possible.
How to evaluate decentralized projects? Interpreting Vitalik Buterin’s “leave test”
The "leave test" is a newer thinking tool used to check the degree of dependence of projects and network centralization. It can become a key test for evaluating decentralized projects, and can also be improved and upgraded into a risk rating tool.
Key Information
Hong Kong ZhongAn Bank launched a virtual currency trading service on its App today
MicroStrategy purchased 55,500 Bitcoins last week, with a total value of $5.4 billion
Trump family crypto project WLFI receives $30 million investment from Justin Sun
Starknet Becomes the First Ethereum Layer-2 Network to Support Crypto Staking
Binance Labs Announces Investment in BNB Chain Re-collateralization Infrastructure Kernel