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Dialogue with Investor Zheng Di: MicroStrategy’s Coin-Selling Experiment, AI Economy, and US Stock Market Opportunities
Is the core of Bitcoin’s decline the expectation of MicroStrategy’s continued coin sales? AI reshapes labor, tokens become new production factors, crypto exchanges pivot to US stocks, and the altcoin market ends. A dialogue with Zheng Di analyzing industry trends and macro outlook.
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Will the three mega-IPOs of SpaceX, OpenAI, and Anthropic really crash the market?
With SpaceX, OpenAI, and Anthropic valued at over $3.5 trillion, their simultaneous IPOs have raised concerns about a capital drain, putting AI-related tokens under competitive pressure. However, history shows that mega-IPOs are not the main cause of market crashes.
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CoinShares Bitcoin Mining Report: Hashrate Prices Hit 5-Year Low, 20% of Older Mining Machines Are Now Losing Money
Mining companies are shifting to AI/HPC (high-performance computing) on ​​a large scale, and the industry is splitting into two major camps: "pure mining" and "AI infrastructure".
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CZ's latest interview: My experience is replicable; I wrote the book to inspire young entrepreneurs.
At the DC Blockchain Summit, CZ reviewed the development of the crypto industry over the past decade, from its early neglect to its current clear regulatory oversight and mainstream recognition in the United States. He discussed his personal memoir, inaccurate media reports, and recent court dismissals of related lawsuits, pointing out that for the United States to become the global crypto capital, it needs to strengthen market competition, reduce transaction costs, and improve liquidity.
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Interview with the founder of Hyperliquid: The crypto industry doesn't lack talent, but rather a sense of awe and the ability to execute policies that uphold "financial sovereignty."
How to build a decentralized global financial infrastructure through on-chain mechanisms such as no internal trading platform and automatic asset destruction. This paper explores how key modules such as HyperEVM and HIP-3 can realize the vision of "finance on-chain" and challenge the traditional centralized model.
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Web4 Outlook: An AI Autonomous Network – Why Does Vitalik Strongly Oppose It?
When AI has its own wallet and starts working for itself, a debate arises about a future that is "out of control".
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The Chairman of the U.S. Securities and Exchange Commission (SEC) shared progress in crypto regulation: how can innovative exemptions and tokenized securities frameworks provide a clear regulatory path for the blockchain industry?
At the ETHDenver conference, U.S. SEC Chairman Atkins outlined the key regulatory priorities for crypto in 2026: the introduction of an "innovation exemption" mechanism to allow tokenized securities trading through AMMs under certain conditions; the development of rules for broker-dealer custody of non-securities crypto assets; and the modernization of transfer agency systems to adapt to blockchain technology. He emphasized that the core of regulation is ensuring information disclosure rather than interfering with price fluctuations, encouraging developers to "work hard and build what really matters," achieving a balance between investor protection and market development by embedding compliance requirements into technological innovations such as smart contracts. The regulatory direction is shifting towards providing clear pathways, rather than "using enforcement as a substitute for regulation."
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How does OKX manage memes? X Layer Head: We welcome PEPE-style "just for fun," but we reject unscrupulous hype.
First, build the underlying infrastructure, then connect payments and DeFi into an ecosystem.
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CZ Chinese AMA: My Thoughts on Bitcoin at 200,000, the Supercycle, Memecoin, and Regulation
“Truly successful memes should have a long-standing story, like the Doge. There are almost no new memes that retain their value in the long run.”
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An interview with Liu Feng, former editor-in-chief of ChainNews, on the current state of encrypted media and how to find authentic and effective information. (Includes encrypted information sources)
Three veteran media professionals' privately held list of encrypted information sources will teach you how to identify truly "hidden gem" accounts.
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盘点2026年美国加密货币政策的6个关键日期
2026年美国加密政策关键节点：1月市场结构立法听证、5月美联储主席换届、7月加州新规生效、8月税收立法推进、11月中期选举或改变行业前景。
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What will crypto users care about most in 2025? 10 AI models offer different answers.
What will crypto users care about most in 2025? We conducted a user survey using an AI big data model.
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Ben Yu, Head of OSL BizPay: How Compliant Stablecoins Reshape the Value of Cross-Border Payments
At the product level, OSL Group launched the stablecoin USDGO, which will initially be deployed on Solana, while gradually serving traditional cross-border payment institutions and companies expanding overseas, leveraging its global network of compliant licenses. Ben also pointed out that the core opportunity for cross-border stablecoin payments lies in improving efficiency, while the biggest challenge is cross-jurisdictional regulatory coordination.
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An interview with Han Lin, founder of Gate.com: Optimistic about 2026 and why he believes "we will not return to a deep bear market".
He discussed market forecasts, reviewed the 1011 financial crisis and listing plans, and responded to layoffs and cultural controversies.
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With ETFs declining, leverage being wiped out, and liquidity drying up, what is the way out for the crypto market?
The market will continue to be caught in a tug-of-war between a "macroeconomic environment of declining risk appetite" and "internal structural changes in the crypto market."
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