The trading volume of tokenized gold will increase, becoming a leading asset in the wave of real-world assets.

BBX observation: Yesterday, the cryptocurrency layout of listed companies showed new characteristics: leading institutions are strengthening their long-term BTC reserves while expanding into ETH and platform tokens, with diversified assets entering corporate strategies.

Reduced holdings in tech giants by over 2 billion dollars, completely liquidated positions in gold and emerging market exposure, and instead increased investments in the U.S. large-cap market and selected tech stocks.

This report is written by Tiger Research. In 2025, the U.S. government is implementing a policy to support cryptocurrencies, with a clear goal: to regulate the existing cryptocurrency industry in the same way as traditional finance. Key points summarize that the U.S. is working to integrate cryptocurrencies into its existing financial infrastructure, rather than simply absorbing the entire industry. Over the past year, Congress, the U.S. Securities and Exchange Commission (SEC), and the Commodity Futures Trading Commission (CFTC) have gradually incorporated cryptocurrencies into this system by introducing and adjusting rules. Despite tensions among regulators, the U.S....

Circle completed the full-stack platform construction in 2025, combining trusted digital assets, real-world applications, and the Arc blockchain, serving as the economic operating system of the internet.

Base further solidified its position as the leader in Ethereum L2 in 2025, with on-chain revenue growing from $2.5 million (accounting for 5% of total L2 revenue) to $75.4 million (accounting for 62% of total L2 revenue).

What drives the Ethereum ecosystem are the encapsulated tools and enterprise treasury, rather than token prices.

In 2026, the market is highly likely to fall into a cycle of "intensive TGE issuance, value fluctuations and collapses, and market adjustment and reshaping," where blind followers of rising prices will ultimately face a liquidity exhaustion dilemma.

Once, online black markets were hidden in the shadows of the dark web. Now, they have moved to public platforms like Telegram and accumulated historic illegal wealth.

The traditional "four-year cycle" script—"BTC rises first → ETH follows suit → altcoins experience a surge"—seems to be completely ineffective in 2025.

Original author: DeFi Teddy, Founder of Biteye Recently, I have clearly felt a trend: more and more friends around me are liquidating their Web3 assets and going all in on AI. I don't completely agree with this; let me briefly share my judgment. Conclusion first: it's not about choosing sides, but about finding a combination. Crypto & AI is not a choice between the two. AI and Web3 do not conflict; instead, they are converging. I am personally learning Vibe Coding while leading a team in AI entrepreneurship, and I am continuously researching new opportunities in Web3.

Is Tether really creating value for the cryptocurrency industry, or is it building a closed wealth circulation system for its internal executives?

The market-based CPI forecast has an overall error that is about 40% lower, and during periods of significant structural changes, the error reduction can reach approximately 60%.