Weekly Highlights丨OKB Soars After Burn; Kanye Issues Meme Coin; Market Holds Its Breath for Powell's Speech

PANews Editor's Note: PANews has selected high-quality content from the week to help everyone fill in the gaps during the weekend. Click on the titles to read.

Market and Cycle

Liquidity Pyramid: Why Can This Bull Market Still Continue?

This bull market cycle is different from 2021, driven by a flywheel effect of corporate liquidity, which can withstand weak seasonal factors and macroeconomic noise until super-large capital expenditures shift or ETF demand stagnates.

Reviewing Historical Cycles: Will the Market Definitely Rise After September Rate Cuts?

A review of capital market fluctuations before and after historical rate cuts.

Rate Cuts, DAT, and Sell-off: Is the Crypto Bull Market at Its Peak?

Crypto asset treasury (DAT) is both a significant risk point and a key bullish factor.

ETH Falls Below $4100, Market Turns Bearish: Is There Still Room for Growth?

Whales are reducing their positions, ETF funds are flowing out, and combined with the Fed's hawkish tone, the crypto market is under pressure.

When Institutions Become the Main Force, Bitcoin's Peak Escape May Have to Wait Until 2026

The changes in market structure brought by institutional investors, the uniqueness of the Fed's policy transition period, and the lack of fervent signals in the market suggest that this cycle may extend until 2026.

How to Capture the "Last Penny" of the Bull Market? Timing to Buy the Dip in September, Gradually Liquidate in Q4

Based on market patterns in late September, if there is a significant drop, I will select a few popular tokens to increase my positions ahead of Q4.

Macroeconomic Perspective

Interview with "Cathie Wood": Unveiling Ark Invest's Crypto Investment Methodology

This article explores "Cathie Wood's" personal journey into economic research and her unique investment philosophy, revealing Ark Invest's methodology for crypto asset allocation, operational logic of transparency strategies, and regulatory dilemmas.

Hong Kong Crypto Circle Illustrated: Tear, Confrontation, and Integration

An illustrated guide to the people in Hong Kong's crypto circle.

ETH Worth Over $3.7 Billion Awaits Unlocking: What is the Risk of Selling Pressure on Ethereum?

The scale of Ethereum staking unlocks has reached a new high, with over 870,000 ETH queued for withdrawal, raising market concerns about selling pressure. Multiple factors are driving this, including soaring lending rates, LST/LRT decoupling, and institutional fund migration, while price increases also stimulate profit-taking. Although selling pressure may not be directly released in the short term, institutional accumulation may provide support.

After a Decade of Consolidation, A-shares Will Enter a New Bull Market Cycle

Our core view is that we are about to enter the largest joint fiscal and monetary easing cycle between China and the U.S. since 2008, with the main line of this easing being the synchronized recovery of the Chinese and U.S. economies and the most intense competition for monetary and international influence.

Countdown to Quantum Resistance: How Bitcoin Builds the Future Cornerstone of Decentralized AGI?

Bitcoin upgrades its quantum resistance, leading the way to a decentralized future.

Reviewing 2021 Crypto Influencers' Peak Comments: Who Spoke Recklessly? Who Remained Sober?

If given another chance, would you still believe in the big influencers?

Insights into the Latin American Stablecoin Market: Practicality is Key, Brazil and Mexico Lead Local Ecosystems

From inflation hedging to cross-border payments, an overview of the practical landscape of stablecoins in Latin America.

Latest "Battlefield" of Crypto ETFs: 12 Institutions Invest $15.8 Billion, BlackRock Captures Over 90% of Funds, Several ETFs Lag Behind

Wall Street accelerates its control over pricing power through crypto ETFs, with BlackRock's products becoming the core allocation choice for new funds. In the second quarter, 12 institutions allocated $15.8 billion, with IBIT and FBTC being important targets for Bitcoin ETFs, while ETHA became the preferred target for Ethereum ETFs.

AI and Meme

After a Six-Month Delay, Kanye Officially Launches MEME Coin! Suspected Argentine Presidential Coin Team Manipulates, Several Insiders Profit Early

After a six-month preview, Kanye officially announces the issuance of MEME Coin YZY, which once had a market cap exceeding $3.4 billion, but was highly controlled internally, leading to insider trading and profit-taking, with the token model also sparking controversy due to its high similarity to the RUG coin LIBRA.

Interview with Hedra Founder Michael Lingelbach: How Can Generative Video Leverage Memes to Create the Next Trend?

This article focuses on how AI technology can transition from viral meme content to enterprise-level applications, showcasing the innovative potential of generative audio and video technology.

Almanak Research Report: DeFAI Star Project, The Inclusive Path of On-Chain Quantitative Finance

The speed of ecological expansion, the evolution of competitive landscape, and the stability of technological implementation will be the three core variables determining whether it can maintain a long-term lead.

When AI Projects Talk About Decentralization, Why Can FLock Secure Real Orders from the United Nations?

What FLock has done in the past few months is essentially "pragmatic style," so in the end, when many projects can only talk about "decentralized AI narratives," FLock has genuinely secured real use cases from UN clients, technical validation from Alibaba Cloud's Qwen model, and a user base in the South Korean market, isn't this what everyone wants to see from project teams "doing things"?

The PANews account 【MEME Daily】 will select daily hot memes for readers to understand the track situation, click here to view.

Seizing Opportunities

In-Depth Analysis of Stable: The New USDT Trojan Horse in the Stablecoin Era

How does the native USDT Rails capture the mainstream payment market?

ETH Returns to the Crypto Stage: Which "Ethereum Ecosystem" Projects Are Worth Watching?

Against the backdrop of ETH's continuous rise, several Ethereum ecosystem projects are frequently announcing good news. In this article, we select 12 Alpha projects and interpret their latest developments.

Who Will Ignite the Next Bull Market? In-Depth Insights into Three Key Crypto Narrative Indicators and Leading Projects

An in-depth analysis of the mind share, market sentiment, and capital trends of the three core crypto narratives: DeFi, DeFAI, and DeSci.

Is the Era of Machine Collateral Coming? Analyzing How USD.AI Financializes GPUs

USD.AI is positioned as a decentralized credit protocol: emerging AI companies can use their owned GPU hardware as collateral to obtain loans.

From Games to DeFi: Summary of the Top Ten Award-Winning Projects at ETHGlobal NYC Hackathon

After review, ten projects received final awards, covering multiple fields such as gaming, payments, DeFi, and development tools.

Bio Version Upgrade Aims to Launch a Flywheel System, Creating the Ultimate Platform for DeSci Capital Efficiency?

The new features introduced in Bio Protocol V2 strengthen the incentive model while removing the complex and costly multi-step funding application process from V1.

Web3 Matters

With Support Over 97%, Who is the Biggest Beneficiary of LayerZero's Acquisition of Stargate?

If the acquisition is mishandled, LayerZero may also lose a group of new potential loyal ZRO holders.

U.S. Banking Industry Joins Forces to Resist the "Genius Act," Stablecoin Shockwaves Shake Traditional Giants

The American Bankers Association (ABA) has joined 52 organizations in calling for amendments to the "Genius Act," expressing concerns that stablecoins will threaten the banking industry's core position in the traditional financial system, leading to a regulatory and interest struggle between old and new forces.

Reviewing Grayscale's Crypto Trust Fund Performance: New Products Focus on AI and Sui Ecosystem, "Grayscale Select" Outperforms the Market

In 2025, Grayscale is accelerating the launch of diversified crypto products, focusing on AI, the Sui ecosystem, and meme culture. Although the "Grayscale Effect" has weakened, "Grayscale Select" still significantly outperforms the market, showcasing a strategic shift from "market booster" to "potential discoverer."

Interview with Hyperliquid Founder Jeff: No Venture Capital, Rejecting CEX, Unveiling the Success Code Behind a $16 Billion Public Chain

This article discusses the importance of self-funding, the reasons for rejecting venture capital, and the commitment to user-driven growth.

After Monero's Fall, Dogecoin Becomes Qubic's Next Target for a 51% Attack

Although Dogecoin is much larger than Monero, making an attack more difficult, the Qubic community's voting clearly indicates their intent to attempt it.

What Does Solana Achieving 100,000 TPS Under Ideal Conditions Really Mean?

The discussion around Solana's 100K TPS reflects confidence in the future upgrades of Solana's client and consensus protocol among knowledgeable individuals, while others attempt to give Solana visibility through a TPS arms race.

Exploring the Launchpad Platform Heaven: Why Did LIGHT Rise, and What Are the Resistance Levels Ahead?

The success of the LIGHT token stems from the Peace plan and a 100% buyback flywheel mechanism. Currently, what is lacking is a truly effective user guidance model, or in other words, reasons to attract excellent teams to join the ecosystem.

MetaMask Enters with mUSD, Development Cycle Only Takes Weeks, Stablecoins Enter a Rapid Expansion Phase

mUSD is built by Bridge, a stablecoin issuing company under Stripe, and is supported by the decentralized infrastructure of M0, initially launched on Ethereum and Linea.