如果量子计算机盯上了中本聪的比特币
当技术、产权和商业信仰同时发生冲突时，一个没有主人的系统，究竟会如何处理主人的遗产？
Conflux
加密预测市场发展史：精英陨、双雄现与百家鸣
从爱荷华电子市场到 Intrade、Augur、Gnosis、Kalshi、Polymarket，再到 Predict.fun、Opinion.trade 与 42.space，梳理加密预测市场从学术实验到合规金融、链上博弈与全域竞争的演进脉络。
黑色马里奥
Behind Musk's trillion-dollar fortune: 85% unsellable.
SpaceX broke the global IPO record with $75 billion, Elon Musk's net worth surpassed $1 trillion, and 4,400 employees became millionaires. But what does 4.2% of the shares outstanding mean? How much of this paper wealth can actually be converted into cash? And how many new millionaires will be created if Anthropic and OpenAI follow suit and go public? This article breaks down this mathematical problem.
OmniTools
Citigroup releases "2030 Asset Tokenization Market Outlook": 6 major trends could fuel an $8.2 trillion market.
A Citi Research report states that tokenized assets are moving from pilot programs to operational status, currently valued at approximately $17 billion, and projected to reach $5.5 trillion by 2030. Six key findings reveal the growth path: institutional catalysts, increased regulatory clarity, and on-chain currency support are driving the accelerated transformation of financial asset tokenization.
链捕手 ChainCatcher
虚拟币洗钱“隐身衣”失效！AI 照妖镜让链上黑产无处遁形
AI自动标记高危地址、聚类团伙、跨链追踪，破解洗钱与传销资金链路。黑产用AI伪造交易对抗，防御端以行为建模、红队演练反制。用户可用浏览器查标签、健康工具验地址，转账前10秒自查。技术博弈中，AI正成为击穿链上隐身衣的核心武器。
零时科技
How long can Ethereum's last major buyer hold out?
Based on Bitmine's current buying pace, it should reach its 5% target next month, at which point it may stop increasing its holdings. So, who will fill the gap in Ethereum's buying volume?
链捕手 ChainCatcher
Ethena's Transformation and Wall Street's Anxiety
Ethena has entered into a strategic partnership with asset management giant Janus Henderson to acquire the governance token ENA, incorporate USDe into its treasury and reserve assets, and jointly develop ETP products, marking DeFi's formal entry into the core of traditional finance.
Foresight News
Why are most retail investors likely to lose money on the first day of SpaceX's IPO?
SpaceX IPO Day 1 Strategy: What Are the Traders Thinking?
区块律动BlockBeats
PA Daily News | Canton developer Digital Asset completes $355 million funding round; X platform will allow users to trade SPCX through brokers like Coinbase and Robinhood.
EIP-8182 proposes introducing Ethereum's native privacy transfer in the Hegotá hard fork; a whale has increased its long position in SPCX to $21.1 million, with an opening price of $168; SPCX rebounded from its low this week to $183, with its valuation potentially reaching $2.4 trillion; an international joint operation dismantled a cryptocurrency money laundering ring involved in $390 million.
PA日报
RWA Weekly: Hong Kong-regulated stablecoins are expected to launch by mid-year; Japan's three major banks plan to jointly issue a stablecoin before March next year.
RWA's on-chain market capitalization declined, but the number of holders reached a new high, while stablecoin liquidity shrank rapidly. The SEC repealed Reg NMS, clearing the way for tokenized stocks, and SpaceX's tokenized IPO ignited the market. This article analyzes the latest regulatory and project developments.
RWA周刊
Trading Moments: Trump's "TACO" speech triggers a rebound; Bitcoin sells off at $65,000; market focus on SpaceX IPO and US-Iran agreement.
Our market analysis room goes beyond just crypto. This article provides a comprehensive overview of key trends in US stocks, Asia-Pacific (A-shares/Japan/Korea) stock markets, commodities (gold/crude oil), and the crypto market, helping you quickly understand global risks and investment opportunities.
交易时刻
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.
吴说区块链
Bezos' Prometheus, a company with 150 employees valued at $41 billion, takes a different approach.
Jeff Bezos's new company, Prometheus, has raised $12 billion in funding, valuing the company at $41 billion. With a team of 150 people, the average valuation is $273 million. The company is betting on physical AI-driven design automation, but has yet to generate product revenue. Will this huge promise be fulfilled?
OmniTools
为什么 Robinhood 有望成为零售金融领域的赢家 
Robinhood (HOOD) 增长的三大催化剂。
Felix
Investors are starting to search for AI projects on Bilibili and Xiaohongshu.
Investors no longer just look at business plans; they go to Bilibili and Xiaohongshu to read comments and bullet comments to find real user needs.
PA荐读
开赛日的链上现场：20亿美元已经押下，链上合约怎么知道谁赢了
世界杯开赛日，预测市场两个冠军合约相加破 20 亿、Kraken 成 FIFA 官方加密赞助商。本文拆解三种成交量口径、逐场合约怎么随赛果运转、UMA 与 Chainlink 两种预言机范式、以及这几十亿里有多少是真的。
币贝研究院
Sequoia Capital interviews Jensen Huang: The computing paradigm is undergoing a 60-year transformation; you won't be replaced by AI, but you will be outmaneuvered by those who "use AI effectively."
AI factories usher in the era of intelligent networks, from retrieval to generation, with five layers of investment logic and job enhancement. Don't let your job be taken away; learn to use AI instead.
Yuliya
Who will take over SpaceX after it goes public?
Musk himself has locked up his shares for 366 days and will not participate in any early release. He controls more than 85% of the voting rights, and this commitment is a key support for the market's short-term confidence in SpaceX.
哔哔News
A niche consensus among elite circles: Is going to university a costly waste?
An anti-university movement is quietly gathering in Silicon Valley, with Stanford admitted students opting to start businesses directly instead of enrolling, and the Peter Thiel Scholarship encouraging young entrepreneurs to skip college. New ideas in blockchain and technology are sparking deep reflection on the values ​​of traditional education.
PA荐读
加息不是科技杀手，EPS才是：AI主线大跌后的去弱留强策略
倒车接人，但只接有业绩的人。
BIT