Organizer: Cora
This Week's Focus
"On the Edge of the Altar: Why Are We Afraid of ZachXBT Making Money?"
However, last night his statements regarding the LAB token and the subsequent strong accusations from the Chinese community once again pushed this top detective to the crossroads of public opinion. This incident is not just a discussion about the rise and fall of a token; it is a concentrated manifestation of the complex tension between "personal heroism" and "community interests" in the Web3 industry.
"AI Again Becomes a 'Decent Reason': Observing the Reality Dilemma of Web3 from Coinbase's 14% Layoffs"
Looking back, Coinbase's recent layoffs are merely a microcosm of the Web3 winter of 2026. The layoffs, originally forced by poor management and a cooling market, have been packaged as a necessary result of technological advancement, a phenomenon that has been given a sarcastic term by the industry: AI-washing.
"Who Should Pay for 'Default Settings'? Two Weeks After the rsETH Heist, LayerZero CEO 'Takes Responsibility'"
This is not the first time a cross-chain bridge has been attacked, but this time it has exposed a long-standing wound in the Web3 industry: When there is a vacuum in the handover between the underlying infrastructure (protocol layer) and the upper structure (application layer), who should pay for the vanished billions in assets?
"AI Infrastructure Is Skyrocketing, But Data Centers Are Burning Money Fast, Debt Bubbles Are Starting to Burst"
In recent years, these tech giants accumulated a large amount of free cash flow through a "light asset" business model. However, the situation has silently reversed. Free cash flow data from Amazon and Meta shows that both companies are nearing or have fallen into negative territory. What does this mean? Simply put: there isn't enough money anymore, they can only borrow. Especially as these companies must maintain stock buybacks and dividends, new capital expenditures can almost only rely on debt issuance to be supported.
"What Did the Market Hear at Powell's Last Press Conference?"
In the past few years, whenever there is macro pain, the market starts to fantasize about interest rate cuts; when stocks and currencies drop, everyone begins to hope that the Federal Reserve will come to the rescue. But this inflation comes from oil prices and tariffs; lowering rates may save asset prices but could also reignite inflation expectations.
Featured Recommendations
"In the Era of Multi-Track, the Boundaries and Evolution of Cross-Border Payment PSPs"
This article focuses on Payment Service Providers (PSP), which have evolved from simple collection tools to the core infrastructure layer governing fund flows, settlements, and record keeping. They were originally designed for a simpler era—single-track systems, linear transaction processes, and highly bundled infrastructures.
"a16z Advises CFTC: The Time for Regulatory Breakthrough is Now, Prediction Markets Are Gaining Momentum"
Establishing a "Blacklist of Prohibited Traders" is a powerful tool for maintaining market integrity. Such a list can be built through Customer Identity Verification (CIP) and KYC checks. Meanwhile, prediction markets can leverage the auditability of on-chain transactions to monitor suspicious trading activities in real time. Additionally, the committee is encouraged to consider cross-market surveillance arrangements and collaborate with professional organizations like sports integrity monitoring entities.
"From General L2s to Application Chains: The Incremental Multi-Chain Competitive Landscape of Ethereum Expansion"
The trend of evolution suggests that, aside from a few general L2s like base and arbitrum, there will likely be more application chain L2s in the future, such as Lighter and Ronin, which will also encourage Polymarket to choose the Ethereum L2 path.
"The Toll Station in Hormuz, and the Unobtainable Renminbi"
The batch of gold that flowed out of the United States is currently being remelted in a Swiss refinery. They will be turned into one-kilogram standard gold bars in Shanghai's delivery warehouse, then transformed into a sum of Renminbi, flowing into some channel. Perhaps it is a payment for a Chinese company's transaction in the Middle East, or maybe it is a routine payment for a Shenzhen factory importing Australian iron ore.
"What Approval Processes Are Necessary for a Compliant Hong Kong Stablecoin RWA Financing Channel?"
In other words, assets are merely the financing targets; what truly determines whether financing can occur is the capital channel. This aspect is also the key where early RWA projects often have cognitive biases.
Ten News Stories Not to Miss This Week
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