Therefore, our editorial team will select some worthwhile, high-quality articles from the past 7 days every Saturday, offering new insights for those in the کرپٹو world from perspectives like data analysis, industry judgment, and opinion sharing.
Now, let’s read together:
Investment & Entrepreneurship
The Biggest Trade Theme for 2026: Trump Who Can’t Afford to Lose, The End of the International Order
Facing immense pressure from the midterm elections, the Trump administration is showing a determination to reverse the situation at all costs, which will reshape the global asset pricing logic from energy to gold.
Short emerging market stocks, go long on defense sector and gold.
The biggest risks lie in the stock market and the AI bubble.
Best read alongside “NYT Interview with Trump: 7 Key Points on the Logic of Power“.
Primitive Ventures Founder Dovey Wan: Who is Paying for This Bull Run?
A significant divergence between offshore and onshore capital. Spot: Onshore is the main buyer, Offshore is more inclined to sell on rallies; Futures: Offshore leverage is active, Onshore institutions continue to reduce positions.
At the beginning of 2025, two key policies laid the foundation for the structural entry of onshore buying: the repeal of SAB 121 and the effective date of FASB fair value accounting. Retail investors are absent.
Several key institutional and market variables will emerge in 2026: SFT Clearing Service and DTCC 24/7 tokenization go live; AI trading enters a “high-expectation consumption period”; BTC and altcoin markets further decouple.
We Used a Large Model to ‘Divine’ Tokenization/Web3 for 2026
In 2026, the allocation consensus is evolving from broad exposure to cryptocurrencies and tech stocks towards strengthening the Bitcoin core, focusing on specific tech targets, and increasing thematic investments and safe-haven allocations. This reflects an adjustment in investor strategy as the sector evolves: seeking a balance between growth and defense amidst uncertainty.
Global Top Creator MrBeast Becomes a Trump Card for Tom Lee
BMNR announced it will invest in and take a stake in Beast Industries, the holding company behind global top creator MrBeast. Beast Industries has annual revenue of $400 million but thin profits.
MrBeast’s wealth is highly concentrated in unlisted equity; although he holds just over 50% of Beast Industries, the company continues to expand and pays almost no dividends; he personally even deliberately avoids holding cash.
BMNR’s investment in Beast Industries is a bet on the programmable future of attention gateways.
Also recommended: “Delphi Digital Outlook: 10 Major Paradigm Shifts in the 2026 Crypto Market” and “Wintermute Uses a 28-Page Report to Reveal the Flow of OTC Capital“.
Prediction بازارs
In prediction markets, institutions and retail are not even playing the same game. Retail often relies on fragmented information to predict single events, which is essentially gambling, while institutional players focus on cross-platform arbitrage and market structural opportunities.
The entry of market makers will quickly narrow spreads, eliminating arbitrage opportunities for retail.
Polymarket Ecosystem Panorama: 170+ Tools Building New Infrastructure for Prediction Markets
Privacy Sector
2026 Privacy Asset Map: Which Projects Are Truly Gaining Market Patience?
Monero (#15): The return of privacy fundamentalism after 8 years;
Zcash (#28): A severe governance shock;
Dash (#138): The real adoption path for private payments;
Humanity (#215): Not a privacy coin, but reconstructing “privacy identity”;
Railgun (#331): The “private wallet layer” for DeFi;
Pirate Chain (#488): Takes “privacy” as the sole premise, making no compromises;
Tornado Cash (#769): Still operational after sanctions;
Dusk Network (#781): Places privacy within the system, not against it.
Tiger Research: Why Do Financial Institutions Prefer Selective Privacy?
The core advantage of blockchain—transparency—can expose corporate trade secrets and investment strategies, posing substantial risks to businesses.
Fully anonymous privacy models like Monero do not support KYC or AML, making them unsuitable for regulated institutions.
Financial institutions need selective privacy that protects transaction data while remaining compatible with regulatory compliance.
Financial institutions must determine how to connect with the open Web3 market for expansion.
Policy & Stablecoins
South Korea’s Nine-Year Ban Lifted, Could the $10 Billion ‘Kimchi Premium 2.0’ Reignite?
On January 14, the Korea Composite Stock Price Index (KOSPI) broke through the 4700-point mark for the first time in history during intraday trading, setting another record high.
Also in January, South Korea’s Financial Services Commission (FSC) plans to lift the ban on corporate cryptocurrency investments in place since 2017, intending to allow listed companies and professional investors to participate in cryptocurrency trading.
However, the entry of this heavyweight new force (Korean institutions) coincides with the DAT narrative hitting rock bottom.
Also recommended: “From Turmoil in Venezuela and Iran, See How Stablecoins Become a ‘Second Monetary System’“.
ایئر ڈراپ Opportunities & Interaction Guides
2026 Potential Airdrop Project Mega Collection & Tutorials (Part 2)
YZi Labs Invests Tens of Millions, CZ Serves as Advisor, How to Farm Genius Points?
Interaction Tutorial | Seize the Last Chance to Earn Points Before ETHGas Token Launch
میم
Why Do Chinese Memes Lack Staying Power?
Compared to the last Chinese Meme frenzy, this wave cooled down particularly fast. Reasons include: rejection of “Shandong Studies” affecting community cohesion; lack of external liquidity injection; the narrative itself is no longer attractive.
Earning $430K in 30 Days, The ‘Golden Dog’ Sniping Tactics of ‘枯坐 p 小将’
‘枯坐 p 小将’ from the Golden Frog Group spent nearly a year watching foreign traders’ live streams to learn how to snipe meme coins. For example, his Twitter monitoring technique was ‘learned from’ Solana chain top trader @clukzSOL, and ‘枯坐 p 小将’ has now transplanted these methodologies to the BNB memecoin market. From simple imitation to developing a personal style, he continuously optimized hardware configuration, tool parameters, and mental fortitude throughout this process.
Also recommended: “From ‘Life K-Line’ to ‘Laozi’, A Rundown of the Top 5 Hottest BSC ‘Chinese Memes’ Right Now“.
بٹ کوائن
For the First Time in Three Years, Bitcoin’s 6th Core Maintainer Emerges
Bitcoin Mining 2026 Outlook: Seven Trends Defining the Industry’s Future
Ethereum & Scaling
The essence of EIL is a set of interoperability communication frameworks and standard protocol collections—it standardizes L2 ‘state proofs’ and ‘message passing’ without rewriting Ethereum’s underlying security model, enabling different L2s to possess composability and interaction capabilities like a single chain without changing their own security assumptions.
The engineering path for EIL is account abstraction + trust-minimized messaging layer.
Overall, EIL is one of the most important infrastructure concepts proposed by the Ethereum community in response to fragmented L2 experiences. It attempts to simplify UX while maintaining Ethereum’s core values (self-custody, censorship resistance, disintermediation), which is commendable in itself.
Multi-Ecosystem & Cross-Chain
After the $250 Million M&A Deal, Polygon’s Long-Term Strategy Comes to Light
Polygon Labs announced the completion of its acquisition of crypto startups Coinme and Sequence, with a total purchase price exceeding $250 million. Coinme holds money transmitter licenses covering multiple states and operates a Bitcoin ATM network; Sequence’s value lies more in blockchain wallet and developer infrastructure. These two acquisitions by Polygon are upstream and downstream moves around the same goal: one end is the compliant channel, the other is the user gateway; to complete the transition from “crypto infrastructure” to “financial infrastructure”.
Polymarket has driven a short-term surge in Polygon’s revenue, while long-term strategy determines whether it can stay in the next round of competition.
Also recommended: “Token Price Crash, Layoffs, Developer Exodus, Is Berachain a Doomed Public Chain?“.
CeFi & DeFi
Uniswap’s fee switch links the UNI token to protocol usage through a token supply burn mechanism. Currently, fees generated by the protocol are used to reduce the supply of UNI. This adjustment transforms the UNI token from having only governance functions into an asset that can directly accrue value.
Early data shows the protocol’s annualized fees are approximately $26 million, with a revenue multiple of about 207x; it will continue to burn about 4 million UNI tokens annually, and this move has already priced high-growth expectations into UNI’s $5.4 billion valuation.
DeFi is gradually transitioning to a ‘fee-linked’ token model. Mechanisms like token burns, staker profit distribution, and ‘vote-escrowed (ve)’ locking all aim to better align token holders with the protocol’s economic system, thereby reshaping valuation logic in this field.
سیکورٹی
Nation-State Players Enter, The 2025 Crypto Crime Out-of-Control Revelation
Nation-state threats drive up transaction scale: North Korean theft hits record highs, Russia’s A7A5 token aids large-scale sanctions evasion;
Full-stack illicit infrastructure providers fuel malicious cyber activities;
Increasing correlation between cryptocurrency and violent crime.
Weekly Hot Topics Recap
Over the past week, BTC broke through $97,000; CLARITY review was suddenly postponed (industry interpretations differ); Eleanor Terrett: If parties can reach a revenue agreement, the CLARITY Act may still advance;
Furthermore, regarding policy and macro markets, federal prosecutors launched a criminal investigation into Fed Chair Powell; the fourth candidate for Fed Chair is BlackRock’s Global Chief Investment Officer of Fixed Income, Rick Rieder (profile), Trump to make final choice in January; Tennessee ordered Kalshi, Polymarket, and Crypto.com to halt sports prediction business (تجزیہ); South Korea lifted its nine-year corporate crypto ban, allowing listed companies etc. to invest 5% of net assets in crypto assets; CCTV disclosed details of Yao Qian’s virtual currency bribery case: ‘Putting in a good word’ for project public sales in exchange for 2000 ETH; The Chen Lei (Xunlei) case draws attention again; First Finance: The retroactive period for overseas income tax supplements can date back to 2017;
Regarding opinions and statements, Vitalik condemned criminalizing code, speaking out for Tornado Cash developers; Solana APAC Growth
یہ مضمون انٹرنیٹ سے لیا گیا ہے: Weekly Editor’s Picks (0110-0116)
Authors: SanTi Li, Chunfengjun, Lisa, Naxida Abstract: Current market discussions on the relationship between artificial intelligence (AI) and blockchain & cryptocurrency often focus on a zero-sum game perspective of capital diversion. However, in-depth industry analysis and technological evolution paths reveal that they are actually complementary and symbiotic. Against the backdrop of AI driving exponential productivity growth and an almost limitless supply of digital content, the reconstruction of production relations and the establishment of rights based on blockchain are not merely “icing on the cake,” but rather particularly necessary. This article aims to deeply analyze why the widespread adoption of AI will become a core driving force and accelerator for blockchain technology to move from fringe experiments to large-scale implementation, from the dimensions of trust mechanism reshaping, the establishment of rights…
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