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IOSG: Crypto didn't die after its developer count was halved; it simply made way for AI talent.
The drop in the number of crypto developers from 45K to 23K does not indicate a shrinking market; the number of senior developers has reached a record high, indicating a migration towards the AI ​​field. Blockchain talent is being revalued in areas such as computing power aggregation and agent-based payments, bringing structural opportunities to the industry.
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IOSG: 70% of top-performing wallets are bots, but AI hasn't taken over the prediction market yet.
Prediction markets are wealth transfer machines, and bots are their operators.
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IOSG On-Site Observation: Trump Crypto Luncheon and "Young America"
Attending the closed-door, encrypted conference at Trump's Mar-a-Lago resort, from AI agents replacing banks in five years to robots disrupting jobs in 36 months, the collision of radical predictions and resource integration reveals the ambition and anxiety of America's younger generation.
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IOSG：AI Agent的支付时刻，谁将成为机器经济的Stripe？
Agent 支付进入基础设施竞赛，x402 30 天跑出 330 万笔交易，Visa 与 Stripe 加速入场，Facilitator 层成为最赚钱生态位。
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IOSG Investment Research: An 11.5% High-Interest Trap? In-depth Analysis of Strategy's STRC Funding Flywheel
How do STRC perpetual preferred shares translate fixed-income demand into buying pressure on Bitcoin? This analysis examines the performance of this 11.5% annualized yield instrument during bull markets and the asymmetric credit risk it faces during Bitcoin declines.
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IOSG Founder: The Most Dangerous Prisoner's Dilemma in DeFi History
Where did the DeFi spirit go in 2020?
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IOSG: Global Consumer Crypto Survey – Users, Revenue, and Sector Distribution
The crypto industry has no shortage of users; it's just that Western VCs are targeting the wrong market.
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IOSG: TAO is Elon Musk, who invested in OpenAI; Subnet is Sam Altman.
Why is it said that the more successful Bittensor becomes, the more dangerous it may be for TAO investors?
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IOSG: The Next Decade of Digital Finance: When Fintech Merges with Encryption
DeFi stands for Wholesale, not Retail.
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IOSG: Deconstructing the Truth Behind $PUMP Valuation—On-Chain Evidence Completely Falsifies the "Population Inflating" Theory; Who is Creating a Cognitive Discount?
As the leading Meme token Launchpad for Solana, is Pump.fun's revenue truly real? This report provides an in-depth analysis of its product portfolio and ecosystem strategy, and conducts stress tests on trading volume manipulation to reveal whether $PUMP's current valuation is a pricing discrepancy or a risk discount.
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IOSG: Stablecoins Reshaping Cross-Border Payments in Asia? Strategic Overview and Investment Opportunities
Stablecoins are not a panacea for cross-border payments.
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IOSG: A Paradigm Shift in Power Flexibility, From Macro Assets to Distributed Intelligent Layers
The power flexibility market is at a structural inflection point, with surging demand from AI data centers and grid pressures creating new opportunities. This study explores how the crypto-native DePIN model can revolutionize the power market and provide core support for AI and energy transition.
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IOSG: A Panoramic View of On-Chain Yields – The Evolution from Interest-Bearing Stablecoins to Crypto Credit Products
Stablecoin fixed-income products are more favored in a bear market, protocols are developing towards controlling traffic entry points and backend services, and alternative revenue sources such as RWA are emerging during interest rate cut cycles.
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IOSG; Turning Probability into Assets: Predictive Market Agent Outlook
It is predicted that intelligent agents in the market will take early shape in early 2026 and are expected to become an emerging product form in the field of intelligent agents in the coming year.
博闻札记2 authors
IOSG: DeFi is moving upwards, users are moving downwards, who is the "new species" Curator connecting the gaps?
The more advanced the technology, the more confused the users become. Who will break down this wall?
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