整理：Cora
This Week's Focus
It is well known that Zcash (ZEC) is a leading project in the privacy coin sector, officially launching its genesis block on October 28, 2016. Developed by a team led by cryptopunk and security expert Zooko Wilcox, it is a fork of the Bitcoin codebase and inherits several fundamental elements consistent with Bitcoin, such as the proof-of-work (PoW) consensus mechanism, a fixed supply of 21 million coins, and a predictable halving schedule.
Fireblocks co-founder and CEO Michael Shaulov stated in an interview with Fortune magazine that many crypto companies are seeking to go public or need to operate in a manner that meets fintech or traditional financial standards. Although Fireblocks currently lacks data products to help enterprises monitor and analyze their cryptocurrency holdings in detail, he firmly believes that the company can create a more comprehensive fund management solution to meet the increasingly diverse needs of the market.
2026 Year Start Observation: Bitcoin Cautiously Moves Above $90,000 Amid Geopolitical Changes
The performance of the crypto market at the start of 2026 has set a cautiously optimistic tone for the year. Bitcoin's fluctuations above $90,000 reflect the complex emotions of the market amid macro uncertainties, regulatory progress, and increased institutional acceptance.
a16z believes that stablecoin settlement is at a critical turning point: throughput has increased 100-fold, and cross-chain interoperability is gradually maturing, but resilience and sovereignty remain lacking. Neura's Sovereign Stack aims to fill this gap.
Dalio's 2025 Reflection: Global Changes Amid the Dollar's Decline and Capital Migration
While the public generally views U.S. stocks (especially U.S. AI concept stocks) as the best investment choice and considers them the most significant investment theme for 2025, it is undeniable that the real excess returns (and core narrative) actually come from two aspects: changes in currency value (especially the dollar, other fiat currencies, and gold); and the significant underperformance of U.S. stocks compared to non-U.S. markets and gold (the latter becoming the best-performing major market of the year).
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Lawyer Jin pointed out that operating prediction markets in mainland China is essentially equivalent to running a gambling den. If promoted through KOLs or advertising fees for this platform, it would likely be deemed as complicity in operating a gambling den. If involved in other operational support, such as providing payment channels, there are also legal risks, and one could almost be recognized as an accomplice in operating a gambling den. As for ordinary players, they typically would not constitute a criminal offense.
Left Hand BTC, Right Hand AI Computing Power: Gold and Oil in the Digital Intelligence Era
As the technology for "bidirectional switching" matures, BTC can effectively balance the issues of energy time-space and spatial distribution imbalance. Therefore, entering the digital intelligence era, the "fuel" driving productivity leaps will shift from oil to computing power, and the "underlying asset" anchoring its value will evolve from gold to BTC.
Insider Trading May Be the Most Valuable Part of Prediction Markets
Prediction markets are not stock markets; they are essentially a radar of human collective wisdom. To keep this radar accurate, it is necessary to allow for the friction costs brought about by information arbitrage to a certain extent. Therefore, rather than attempting to block signals with prohibitions, we should consider whether to position prediction markets as tools born to pursue truth, rather than as trading venues that emphasize fairness.
2025 has passed in a flash. This year, the global financial market underwent a series of "extreme stress tests": repeated geopolitical tensions, fluctuating macro expectations, narrative retreats, and liquidity differentiation occurred simultaneously, while tokenization quietly accelerated under the impetus of compliance and infrastructure.
A Game Without Winners: How the Altcoin Market Can Break the Deadlock
The altcoin market has experienced its most challenging period this year. To understand the reasons, we must return to decisions made a few years ago. The funding bubble of 2021-2022 gave rise to a batch of projects that raised significant amounts of money, and now these projects are issuing tokens, leading to a fundamental problem: a massive supply flooding the market, while demand is scarce.
Ten News You Can't Miss This Week
South Korea's Ministry of Finance: South Korea will launch a digital asset spot ETF
Optimism Foundation proposes to use 50% of Superchain's revenue for buybacks of OP
Insider sources: Polygon plans to acquire Bitcoin ATM operator Coinme for $100 to $125 million
AppWorks' Fund IV completes fundraising of $165 million to support Web3 startups
Baidu's AI chip company ARM plans to IPO in Hong Kong, with a fundraising target of up to $2 billion
Fusion: The old vault of USDC Fusion Optimizer on Arbitrum was exploited, resulting in a loss of approximately $336,000
Crypto.com partners with virtual asset service provider Changer.ae to expand compliant digital asset services and fiat exchanges in the UAE
YZi Labs accuses the BNC board of obstructing shareholder reforms with measures like the "poison pill plan"
Jupiter launches a reserve backed USD stablecoin JupUSD
A prediction on Polymarket regarding the "arrest of the Venezuelan president" has a profit address potentially linked to WLFI. source
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