整理：Cora
This Week's Focus
Tether's $127.5 million capital injection has, in a certain sense, surpassed the realm of capital assistance, representing a reprogramming of trust. In the DeFi and cryptocurrency sectors, when systemic risks erupt, users not only ask, "Are you compliant?" but also inquire, "Are you willing to stand up for me?"
Since 2022, the Ethereum network has transitioned to a Proof of Stake (PoS) mechanism and actively advanced its Layer 2 scaling roadmap, becoming the foundation for nearly $200 billion in stablecoins and RWAs. Throughout this process, although the capturing of fees on the underlying chain has significantly decreased, Ethereum has continued to strengthen L1 security and maintain the inflation rate of ETH below 1%.
"$75 Million Investment Results in WLFI Saying 'See You in Court'"
Whether the two sides truly end up in court is no longer important; this "project party torn apart by the investor" farce has sounded the alarm for all investors who blindly worship celebrity endorsements: in the world of cryptocurrency, trust is often valued at over a hundred million, while a backdoor that takes everything from you may only require one line of free code.
"BTC Briefly Breaks $76,000, Crypto Market Expectations Improve, Is $80,000 a Key Testing Point?"
For investors, perhaps more thought should be given to whether the narrative logic of the crypto market has shifted from "speculation-driven" to "value-based" as traditional capital begins to "buy the dip"? This answer may lie in the continued investments of traditional institutions rather than in the fluctuations of short-term prices.
"Iran War and Energy Shock Expose Europe's Economic Vulnerability"
The soaring energy costs are the main reason. Although Europe remains the world’s third-largest economy, its production capacity is limited compared to China's daily output of over 4 million barrels of oil. Spain has effectively stabilized prices through wind and solar projects, while countries like Norway and the Netherlands mitigate impacts via trade and port advantages. Countries with high energy dependence such as the UK and Germany face greater challenges.
Selected Recommendations
"Hong Kong Stablecoin 'Gunfire': From Licensing to Ecosystem, the Real Long Marathon Has Just Begun"
Like USDC, which has a market value of only 42% of USDT, but displays significantly higher activity in on-chain transfer volumes, institutional payment scenarios, and developer ecosystems, this effectiveness stems from distribution networks and scene-capacity capabilities, rather than simply from issuance volumes; and while the legal issuer of PYUSD is Paxos, the real force driving its expansion is PayPal's account distribution capabilities.
"Amazon, Under Encirclement, is 'Going to War' with Musk's Starlink"
If seen in the broader context, this acquisition aligns well with Amazon's consistent strategy: not rushing into direct confrontations but instead gradually encircling from the periphery. Its recent actions in the AI field also follow the same logic.
Debates about AI have never ceased in recent years: accelerationism vs. slowdownism, Musk vs. Altman, internal strife at OpenAI, IPO plans, effective altruism… but these have all been confined to elite circles—papers, tweets, court documents. The general public remains distant spectators.
"An Article to Help You Clearly See the True Threat of Quantum Computing to Bitcoin"
Before Google's paper was published, most experts believed that the emergence of cryptographic-related quantum computers (CRQC) would occur between 2035 and 2050. A 20-fold reduction in resources has significantly shortened this timeline. Google has also set a deadline of 2029 to migrate its verification services to post-quantum cryptography.
The launch of this product is a crucial implementation of Musk's strategy to "create an upgraded version of WeChat to fill the gap of overseas super apps." As early as 2022, after acquiring Twitter and rebranding it to X, Musk publicly praised WeChat's "social + payment + life services" comprehensive model, stating that the Western market lacks such all-in-one applications.
Ten News Items Not to Miss This Week
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