1.Pantera: Where will the next 100x opportunity appear on the road to crypto

adoption?

What does the path to mainstream cryptocurrency look like? When you put aside the noise and guesswork, this is the most important question. As investors, our job is to explore the path to adoption because that's where we'll find the next 100x opportunity. But the best venture capitalists don’t predict the future. They see the present very clearly. Regarding the year ahead, one thing is clear: 2025 will be a turning point for the crypto industry. Click to read

2.Pantera founder: The impact of the US election has not yet been fully

understood and has not been priced in Bitcoin.

We believe the old Wall Street adage “Buy The Rumor, Sell The News” does not apply to the launch of a spot Bitcoin ETF, even though it ran in the days leading up to the launch of CME Bitcoin futures and Coinbase’s public listing good. Click to read

3. Understand the three major concepts of DeFAI, DeSci and DePIN in one

article

"The bull market brings out concepts." As the bull market kicked off last November and BTC exceeded 100,000, the concept of AI+Web3 combined with more and more technological advancements has made us dizzy. The rapid iteration of related concepts and the breadth of imagination have made sleep gradually become a luxury product. Recently, my good friend Renée posted a video about DeSci, and hot money is pouring into it. Is this the beginning of a revolution and breaking out of the circle, or is it just another cloud? This gave me the motivation to explain DePIN, DeSci and DeFAI in the simplest possible language. Click to read

4. CoinShares Research Director: FOMO Effect of Bitcoin Strategic Reserve

We believe that the passage of the Bitcoin Act will have a more profound long- term impact on Bitcoin than the launch of ETFs. While ETP inflows reached a record $44.2 billion in 2024, more than four times that of any previous year, indicating the success of ETF launches, we have yet to see a significant increase in interest from institutional investors in Bitcoin as an asset class. . Click to read

5. Crypto Market Cycles: What Causes Markets to Rise and Fall

It's obvious that the reason why the market rises is because of new money flowing into the market. From now on, I will discuss the concept of new money flowing into the market in relation to the "wealth effect". We should all want the crypto industry to create real value (wealth) in the world and share in the fruits of monetary expansion. This can be achieved in several ways. Click to read