Weekly Highlights丨Global financial markets are turbulent, BTC drops to the $80,000 range; why is ZEC rising against the trend?

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.

Focus on Privacy

Data Analysis After ZEC's Surge: Driven by Demand or Just Market Emotion?

The surge in ZEC's price, is it due to a genuine increase in privacy demand under tightening global regulations, or is it merely a capital speculation woven together by institutional capital and massive leverage?

Behind ZEC's 1460% Surge: A Perfect Marketing Strategy for Mining Machines?

Is ZEC's miner economic model, network security, and on-chain interaction activity really enough to support a fully diluted valuation of over $10 billion?

The Privacy Sector Explodes: A Detailed Explanation of a16z's Continuous Leadership in Seismic's Two Rounds

As cryptocurrencies move towards mainstream users, the demand for privacy protection is becoming unprecedentedly urgent.

Analysis of Vitalik Buterin's Regulatory-Friendly Privacy Solution Kohaku

Kohaku differs from previous solutions like Tornado and Railgun by employing zk and elliptic curve cryptography generation technology.

Quick Review of Zcash Foundation's Q3 Report: Monthly Operating Expenses of $200,000, Holding $15.87 Million in Assets

The operating expenses for the third quarter were $598,131, averaging about $199,377 per month; holding approximately $15.87 million in assets, mostly in ZEC.

Macroeconomic Perspective

Wall Street Trader of 27 Years: The AI Bubble Will Burst! Bitcoin is No Longer "Sexy," Market Correction is Just the Appetizer

Gareth Soloway, a 27-year Wall Street trader, warns: the AI bubble is about to burst, and a market correction of 10%-15% is just the beginning. Bitcoin has lost its "sexy" aura, and gold may drop to $3,600 in the short term. Investors need to be wary of overvaluation and systemic risks; protecting capital is key.

The Reality of Four Major Altcoin ETFs Listing: A Total Inflow of $700 Million, Easy to Issue but Hard to Attract Capital

In the overall downtrend of the crypto market, the four major altcoin ETFs—Solana, XRP, Litecoin, and Hedera—have gradually landed on Wall Street since last month, accumulating only $700 million in capital, with inflows slowing and prices generally declining. Although the expansion phase of crypto ETFs has begun, the altcoin market is limited in scale and highly volatile, making it difficult to significantly boost the market in the short term.

Arthur Hayes' Latest Prediction: If BTC Drops to $80,000, It Will Be an Excellent Entry Point

Bitcoin and certain altcoins will only reach new historical highs after the market has shed enough chips to accelerate the money printing process.

The "Big Divergence" in 11 Wall Street Financial Giants' Q3 Reports: Some Liquidate Tech and Crypto, Others Increase Holdings

As U.S. stocks' Q3 reports are gradually disclosed, this article summarizes the capital movements of 11 financial giants, showing a clear trend of risk divergence: JPMorgan, Invesco, and others are increasing their holdings in tech stocks like Nvidia, while Bridgewater and the Saudi sovereign fund are reducing their holdings in overvalued tech stocks and shifting to defensive positions. Additionally, Berkshire Hathaway has established a position in Google for the first time while reducing its stake in Apple. Moreover, many institutions have made related layouts in crypto assets, but the overall investment proportion remains small.

2026 Outlook: Six Structural Forces are Paving the Way for the Next Cycle

Outlook for the crypto industry in 2026: predicting market explosions becoming mainstream options, fierce competition among machine learning teams, Neobanks merging Web2 and Web3, AI-driven dynamic DeFi strategies, accelerated development of key applications, and deep integration of TradFi and DeFi.

Finding the "Hold to Get Rich" Wisdom in the Crypto Space from Duan Yongping

Duan Yongping's value investment philosophy centers around the four words "cognitive realization." Investment is not gambling or speculation, but capturing undervalued market value through a deep understanding of the company.

MicroStrategy Faces a Confidence Test: Nasdaq Delisting Risk, Sell-off and Buyback Motives, Executive Sell-off

In a sluggish crypto market, the leading company Strategy faces mNAV premium contraction, slowed buybacks, executive sell-offs, and index delisting risks, putting market confidence to a severe test. However, many analyses suggest that its debt risk is exaggerated, and the probability of liquidation is extremely low.

AI Craze

In-Depth Analysis of OpenMind: How Do People Collaborate with Robots?

Robots are no longer a distant future and are no longer just serving a select few.

In-Depth Analysis of Gradient: Opening a New Era of AI with Open Intelligence

AI technology will become increasingly important.

Brief Review of FLock's AI Launchpad: Is "Assetizing" Large Models a Viable Path?

Once models are assetized, trainers have the motivation for continuous optimization, and once profits can be continuously distributed, the ecosystem gains self-sustaining capabilities.

Interview with GAIB Founder Kony: Breaking the "Capital Dilemma" of AI Infrastructure, How Does GAIB Turn GPUs and Robots into Yield-Generating Assets in the DeFi World?

GAIB tokenizes AI infrastructure (GPUs, robots) to build an RWA×AI×DeFi model. The TGE will take place on November 19, and its tokens will have governance and network security functions, while the AI Dollar stablecoin will integrate all tokenized AI asset revenues.

Seizing Opportunities

Activating Dormant DeFi Capital: What Highlights Does 1inch's Shared Liquidity Protocol Aqua Offer?

1inch has launched the liquidity protocol Aqua, using self-custodial AMM to solve the fragmentation of DeFi liquidity. Through a registry authorization system, the same asset can participate in multiple DeFi strategies simultaneously, significantly improving capital efficiency. However, challenges such as transaction complexity and security risks still need market validation.

Protecting $100 Billion in Asset Security: How is Zama Becoming the Encryption Layer for Blockchain?

Just as HTTPS adds an encryption layer to traditional websites, Zama provides encryption protection for existing blockchains.

6% Yield on Demand: Can Aave App Open Up Incremental Markets?

In an era of less than 0.5% interest rates, Aave App aims to put 6% into the pockets of ordinary people.

Web3 Matters

DappRadar's Farewell: The "Big Dream" of the GameFi and NFT Frenzy Era

"In a purely Web3 world, projects like DappRadar should thrive."

Quantum Threats Resurface: Is Cryptocurrency's Zeroing Out Possible?

This will always be the most dangerous threat to the entire industry.

Anonymous Trader's 30-Month Comeback: From NFT Beginnings to Scams, Turning $10,000 into a Million Fund

No matter how dire your situation, there is always a way out.

The Truth Behind Yala's Decoupling: From Illegal Collateral to Liquidity Extraction, a Carefully Planned Escape

The YALA team fabricated YBTC collateral to mint YU and used Euler's high-leverage lending to fill the gaps.

Polygon Teams Up with a New Partner, Revolut Chooses Its Tech Stack to Promote Crypto Payments

Users can use USDC, USDT, and POL for cryptocurrency remittances.

A Whale That Once Made Nearly $100 Million: Why Did I Leave HyperLiquid?

HyperLiquid is not dead, but the users are.

From Disdain to Embrace, Global Market Maker Citadel Securities Builds a Crypto "Castle"

From avoiding it to collaborating on the launch of the institutional exchange EDX Markets, and preparing to provide liquidity on leading platforms while deeply betting on stablecoin companies and RWA public chains, Citadel Securities has completely reversed its attitude towards crypto assets in less than three years.