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BlackRock vs. Strategy: Who will be Bitcoin's "lender of last resort" in 2026?
IBIT, MSTR, or simply holding the token? Before the supply squeeze erupts, which side should investors choose?
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Miners have stopped mining Bitcoin and are now selling electricity to AI.
With Bitcoin mining costs inverted, miners are collectively liquidating their holdings and shifting their focus to AI. Giants like Core Scientific and MARA have sold over 15,000 BTC, transforming their power and mining operations into AI data centers. This strategic retreat may signify the exit of the market's largest structural seller, and on-chain metrics suggest Bitcoin may be nearing its bottom.
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With an annualized return of 6%, Musk declares war on traditional banks.
Elon Musk's X Money has launched a 6% high-interest deposit and laser-engraved metal card, challenging traditional banks and payment giants. Leveraging its ecosystem of over 500 million users and AI assistant Grok, it aims to create a closed-loop financial system, but faces compliance challenges from New York State regulations and the GENIUS Act, a stablecoin law.
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When AI starts paying its own bills: A piece of code that has been dormant for 34 years is igniting the machine economy.
Goodbye, credit cards and API keys.
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With an average profit of 85 million per employee, surpassing Goldman Sachs and Nvidia, the world's most profitable business is not AI.
150 employees, 13 billion in profit.
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专访Circle首席产品官：重新定义全球货币流动
以技术专家和全球化观察者的双重视角，揭示了 Circle 如何从单一的稳定币发行商进化为覆盖资产、支付与基础设施的全栈平台公司。
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With quantum attacks looming overhead, Bitcoin, worth hundreds of billions of dollars, may face its first "life-or-death test."
Bitcoin is facing its first real existential threat, not from government bans or market crashes, but from quantum computing.
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对话a16z Crypto合伙人：隐私将成为加密货币最重要“护城河”
A16Z Crypto合伙人Ali Yahya预见：隐私将成为加密货币最重要的护城河，因财务数据隐私是刚需，且隐私链能通过“匿名集”锁定用户，引发“胜者全拿”网络效应，重塑行业格局。
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预测市场是关乎“真相”，还是内幕交易的“洗钱”场？
预测市场如Polymarket因准确预测事件而受捧，但马杜罗下注事件揭示其可能依赖内部信息，而非真相发现。市场实为高风险投注工具，伪装成“真相机器”引发监管与伦理危机。
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What did smart money see in BlackRock and Visa's high-stakes stablecoin gamble?
The stablecoin market is projected to surpass $317 billion in 2026, with USDC growing faster than USDT, and Visa launching USDC settlement. Giants like BlackRock are entering the on-chain fund market, and tokenized US Treasury bonds are experiencing explosive growth. Compliance and payment restructuring are becoming increasingly important, accelerating the transformation of the financial system.
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加密真相与谎言：2025年成绩单回顾
回顾2025年加密市场预测：BTC表现落后因ETF流入难抵抛压，空投仍活跃但需精选，费用切换设价格底线，稳定币转向支付但交易难获利，DeFi中心化问题凸显。2025年证明一切皆为交易，HODL文化已死。
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The four-year cycle has expired, and 30 institutions are betting on a new crypto landscape in 2026.
In 2026, crypto assets will enter the industrialization stage, ETFs will reshape market rules, stablecoins and RWA will become certain opportunities, AI-assisted payment layers will rise, institutional consensus will hide underlying differences, and investors need to pay attention to fund flows and compliance.
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Ethereum, neglected by Wall Street: Why are the fundamentals and ETH price diverging?
Despite technological upgrades and a thriving ecosystem, the price of ETH has fallen by 40%. The Dencun upgrade shattered the deflationary narrative, and L2 growth weakened the mainnet's value capture, but its potential to transform into global financial infrastructure is enormous.
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2026加密大变局：讲故事不如真赚钱
告别虚假叙事，现金流为王。
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Despite repeated defeats, Maji keeps fighting. Where does his seemingly endless money come from?
After repeatedly suffering losses of tens of millions of dollars, how could Machi still mechanically replenish his margin time and time again? Where did Machi's money come from?
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