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分析

The U.S. Government Shutdown is Difficult Because Both Parties Have Already Calculated the Costs

Author｜Golem (@web3_golem) A major macro event this month is whether the U.S. government will shut down at the end of January. Last October, the ...
分析

Odaily Interview with OKX Planet: Exchanges Building Communities Aim to Solve Far More Than Just Information Problems

The following content is compiled from the on-site recording, with necessary editing and structural organization. 1. From Exploration to Project In...
分析

2026 Outlook (Part 4): The Privacy Track, Divergence, Consensus, and Value Redefinition

The market exhibits significant divergence around the core issue of privacy: Should privacy be completely untraceable, or allow for selective discl...
分析

Silver Faces “Delivery Failure” Crisis? March Could Be a “Critical Moment” for Precious Metals

The precious metals market is facing a potential delivery crisis. Senior precious metals analyst Bill Holter recently warned that the New York Comm...
分析

In-Depth Research Report on the Stock Contract Sector: The Next Trillion-Dollar Battlefield for On-Chain Derivatives

1. Product Essence: Structural Integration of Traditional Assets and On-Chain Derivatives From a product positioning perspective, it is essential ...
分析

Meta’s Big Bet on AI: Spending $135 Billion, Is Zuckerberg in 2026 Worth Believing?

Better-than-expected Q4 2025 results and Q1 2026 guidance provided some relief to shareholders who had been suffering from doubts about the company...
分析

Bitcoin Falls After Fed Pauses Meeting, While Gold Performs Strongly Amid Rising Risks

At the end of the article, I presented a clear bearish conclusion and simultaneously established a short position in Bitcoin and a long position in...
分析

Missed the CoinList Launch? Don’t Panic! A Detailed Guide on Participating in Rainbow’s On-Chain Auction on Uniswap

1. Project Overview 2. Team Background Rainbow was co-founded in 2019 by Christian Baroni, Jin Chung, and Mike Demarais. The team's core mission i...
分析

Kalshi’s Pre-Market Stock Price Soars, Is It Still Time to Buy?

Author｜Wenser (@wenser 2010) The scale, trading volume, and other data of prediction markets are still growing rapidly. The IPO pre-market of lea...
分析

Compliance Stablecoin Competition Heats Up, Tether Launches USAT to Enter the US Market

Author｜Azuma (@azuma_eth) On January 27, stablecoin giant Tether officially announced that its new USD stablecoin, USAT, designed specifically fo...
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