1. Bitcoin and Crypto Assets are taking over Wall Street

Bitcoin and Crypto Assets have brought more clients, more assets, more income, and more profits. Wall Street favors all four. As we continue to see traditional players with forward-thinking profit from this emerging industry, we should foresee that there will be many followers eager to replicate such success. Click to read.

2. Eight Narrative Directions Worth Noting and Related Projects

Last month, I tried once again to guide a friend from outside the circle into the world of Crypto Assets. Just ten minutes later, when the process reached "Select Wallet" and 'You now need to pay the Gas fee with another token', her expression began to look confused. This made me realize: what we face is not a knowledge gap, but a design gap. Click to read.

3. Agents in the Market

If the future of the internet is a market where agents (also known as intelligent agents) pay each other to provide services, then Crypto Assets will find a mainstream product-market fit that it could only dream of before. While I believe agents will pay each other to provide services, I am not very clear whether this market model will succeed. Click to read.

4. The Necessity of MEV

You may have noticed that almost all of our recent articles revolve around a common theme: the original language of frequent and large-scale capital flows. Our core viewpoint remains that blockchain is the new financial "track", and products that can drive capital flows at a high frequency will become the winners in the next stage of crypto evolution. This logic also guides how we view the mergers and acquisitions market. Now, it's time to understand how value is extracted from each block. Click to read.

5. Is the Altcoin Season Really Here?

The crypto assets market is showing signs that the altcoin market is about to welcome an "altseason," a period when altcoins significantly outperform Bitcoin. Technical charts and market sentiment consistently indicate that, driven by changes in key indicators and capital flows, altcoins may experience a broader rebound in May 2025. Click to read.