Blockchain

This article provides a comprehensive and in-depth comparative analysis of two blockchain storage projects, Irys and Walrus, covering multiple dimensions such as technical architecture, economic model, data persistence, programmability, storage duration, and network maturity.

The giant Jump Crypto, which once dominated on-chain liquidity, is returning to the encryption stage as an "infrastructure builder." This article reviews its lows from the UST manipulation controversy, the FTX crisis, to the Wormhole hacking incident, and analyzes its recent policy lobbying and the restart of its venture capital layout, providing an in-depth report on its "redemptive transformation."

This article examines why companies are rejecting Bitcoin as a reserve asset, analyzes the returns and risks behind aggressive holdings by firms like MicroStrategy, and delves into the impact of crypto treasury strategies on corporate valuation, regulatory compliance, and financial stability.

Metaplanet's stock price surged 300% in six months, driven by a unique tax system and macroeconomic environment in Japan that supports its Bitcoin valuation premium of up to 10 times. This article analyzes why retail investors in Japan are more willing to "indirectly buy coins" and reveals the logic behind the popularity of "Bitcoin concept stocks" under policy dividends, which is a key case for understanding the global flow of crypto capital and the trend of coin-stock linkage.

Each asset class has detailed analyses of risks and investment characteristics, including that stablecoins have the lowest risk but limited growth, trading platforms have high valuations and need to focus on ecological expansion capabilities, mining stocks are highly cyclical and need to pay attention to energy and regulatory pressures, and cryptocurrency vaults have the strongest explosive power but also the highest leverage and regulatory risks.

The article provides a detailed analysis of the specific content of the proposal, including the abandonment of the current Proof of Stake (PoS) mechanism in favor of adopting a "Proof of Governance" (PoG) model, as well as the potential impact of this transition on the Celestia network structure and token economics.

The article provides a detailed introduction to Shelby as the world's first "cloud-level infrastructure" in the Web3 space, featuring sub-second reading, a native incentive mechanism, and chain-agnostic compatibility.

This article, through three events—Trump’s airstrike, Mamdani’s election victory, and Cluely’s fundraising—reveals how attention, narrative, and speculation have become the three pillars of the new economic order. We are entering an era dominated by the "attention-speculation-resource allocation" paradigm.

The NYC 2.2 event hosted by the Monad Foundation has concluded, with 44 teams participating, focusing on user needs, product-market fit, delivery speed, and breakout strategies, injecting practical and driven construction capabilities into the Layer 1 ecosystem.

The article introduces several practical analytical tools, such as Kaito, Dexu AI, 0xPPL, Nansen, DeBank, DeFiLlama, and Coincarp, and demonstrates through concrete examples how to leverage these tools to uncover valuable projects.

The article provides a detailed introduction to the financing history and investor lineup of two platforms, analyzing their different strategies and outcomes in terms of centralization versus decentralization, compliance versus regulatory boundaries, and market influence.

Comprehensive analysis of DeFi native TGE models' financing logic, pricing mechanisms, and community incentives, with insights into token issuance trends and investment risks, drawing from cases like zkSync, Blast, and Ethena.

The founder of Glue publicly accused the cross-chain bridge protocol Across team of manipulating DAO votes and misappropriating $23 million, raising widespread concerns about the transparency of decentralized governance mechanisms and the centralization of power.

With the rapid proliferation of AI, verifying human identity will become a critical need. World (formerly Worldcoin) is building a blockchain-based "Proof of Personhood" system designed to address online identity verification challenges, positioning itself as a key contender for essential infrastructure in the AI era.

The author shares 10 wealth-building lessons based on personal experience, covering key points such as investing in hard assets, personal growth, and avoiding wealth traps.