oAdam
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交个朋友 日常分享开源 交易笔记 Ai X: @oAdam
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这条是给所有 iPhone 用户的硬提示：
① iOS Safari 不是『默认安全』，零日漏洞在 WebKit 引擎里持续被发现，涉及 JS 内存读取攻击；
② 对 crypto 用户：不要在 iPhone Safari 里导入/查看助记词，重要操作走硬件钱包或独立签名设备；
③ 对 crypto 钱包项目方的启示：钱包应用应该主动检测 WebView/Safari 调用并强制拦截敏感操作，而不是依赖系统兜底。
crypto 资产安全需要专用工具，不要相信任何消费级操作系统的默认安全。
警钟长鸣🚨🚨🚨
这条是给所有 iPhone 用户的硬提示：
① iOS Safari 不是『默认安全』，零日漏洞在 WebKit 引擎里持续被发现，涉及 JS 内存读取攻击；
② 对 crypto 用户：不要在 iPhone Safari 里导入/查看助记词，重要操作走硬件钱包或独立签名设备；
③ 对 crypto 钱包项目方的启示：钱包应用应该主动检测 WebView/Safari 调用并强制拦截敏感操作，而不是依赖系统兜底。
crypto 资产安全需要专用工具，不要相信任何消费级操作系统的默认安全。
警钟长鸣🚨🚨🚨
① iOS Safari 不是『默认安全』，零日漏洞在 WebKit 引擎里持续被发现，涉及 JS 内存读取攻击；
② 对 crypto 用户：不要在 iPhone Safari 里导入/查看助记词，重要操作走硬件钱包或独立签名设备；
③ 对 crypto 钱包项目方的启示：钱包应用应该主动检测 WebView/Safari 调用并强制拦截敏感操作，而不是依赖系统兜底。
crypto 资产安全需要专用工具，不要相信任何消费级操作系统的默认安全。
警钟长鸣🚨🚨🚨
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Chart analysis is effective on highly liquid assets like BTC/ETH, but is basically ineffective on altcoins—altcoin prices are driven more by narratives, fund flows, and whale actions, with candlesticks being just a surface phenomenon.
For small retail traders, don’t put 100% of your effort into watching candlestick charts. A reasonable allocation is 30% charts + 30% narrative “temperature” + 40% fund-flow direction + the mindset behind your holdings.
Chart analysis is effective on highly liquid assets like BTC/ETH, but is basically ineffective on altcoins—altcoin prices are driven more by narratives, fund flows, and whale actions, with candlesticks being just a surface phenomenon.
For small retail traders, don’t put 100% of your effort into watching candlestick charts. A reasonable allocation is 30% charts + 30% narrative “temperature” + 40% fund-flow direction + the mindset behind your holdings.
For small retail traders, don’t put 100% of your effort into watching candlestick charts. A reasonable allocation is 30% charts + 30% narrative “temperature” + 40% fund-flow direction + the mindset behind your holdings.
110
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The First Trading Challenge: Buying in Low Positions
The Second Trading Challenge: Holding While Prices Are Rising
Buying in low positions does not mean “all-in.” It means “gradually building a position with money that doesn’t affect your everyday life.”
Holding while prices are rising does not mean “being a dead bull who won’t sell.” It means setting a take-profit moving line so your profits can run. This discipline—against human nature—is something 90% of retail traders can’t do.
I’ve bought many spot assets. Most of the time, when they rise 20%, 30% I basically sell everything, and then I end up missing the big gains. For example, $BANK —right before takeoff I had plenty of chips, but in the end I sold everything just before dawn.🥲
The First Trading Challenge: Buying in Low Positions
The Second Trading Challenge: Holding While Prices Are Rising
Buying in low positions does not mean “all-in.” It means “gradually building a position with money that doesn’t affect your everyday life.”
Holding while prices are rising does not mean “being a dead bull who won’t sell.” It means setting a take-profit moving line so your profits can run. This discipline—against human nature—is something 90% of retail traders can’t do.
I’ve bought many spot assets. Most of the time, when they rise 20%, 30% I basically sell everything, and then I end up missing the big gains. For example, $BANK —right before takeoff I had plenty of chips, but in the end I sold everything just before dawn.🥲
The Second Trading Challenge: Holding While Prices Are Rising
Buying in low positions does not mean “all-in.” It means “gradually building a position with money that doesn’t affect your everyday life.”
Holding while prices are rising does not mean “being a dead bull who won’t sell.” It means setting a take-profit moving line so your profits can run. This discipline—against human nature—is something 90% of retail traders can’t do.
I’ve bought many spot assets. Most of the time, when they rise 20%, 30% I basically sell everything, and then I end up missing the big gains. For example, $BANK —right before takeoff I had plenty of chips, but in the end I sold everything just before dawn.🥲
139
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In the future, every stock will have a “companion-type meme token” on the blockchain. The features of this meme token are:
Running on a chain with massive distribution (e.g., Robinhood Chain); determining its own position through real market demand (not liquidity mining) and gaining and losing status.
Behind this: on-chain memes are no longer “crypto-community self-indulgence,” but “culture derivatives of stocks.”
Robinhood Chain is strong because it has a dual foundation: both “stock users” and “on-chain capabilities.”
The meme tokens that can truly break out in the future must have “real narrative (backing from real stocks),” not fabricated animal coins made out of thin air.
Keep a close watch on the on-chain coin–stock mapping on Robinhood Chain + the meme pairing projects—this will be the source of alpha for the next 12–24 months.
In the future, every stock will have a “companion-type meme token” on the blockchain. The features of this meme token are:
Running on a chain with massive distribution (e.g., Robinhood Chain); determining its own position through real market demand (not liquidity mining) and gaining and losing status.
Behind this: on-chain memes are no longer “crypto-community self-indulgence,” but “culture derivatives of stocks.”
Robinhood Chain is strong because it has a dual foundation: both “stock users” and “on-chain capabilities.”
The meme tokens that can truly break out in the future must have “real narrative (backing from real stocks),” not fabricated animal coins made out of thin air.
Keep a close watch on the on-chain coin–stock mapping on Robinhood Chain + the meme pairing projects—this will be the source of alpha for the next 12–24 months.
Running on a chain with massive distribution (e.g., Robinhood Chain); determining its own position through real market demand (not liquidity mining) and gaining and losing status.
Behind this: on-chain memes are no longer “crypto-community self-indulgence,” but “culture derivatives of stocks.”
Robinhood Chain is strong because it has a dual foundation: both “stock users” and “on-chain capabilities.”
The meme tokens that can truly break out in the future must have “real narrative (backing from real stocks),” not fabricated animal coins made out of thin air.
Keep a close watch on the on-chain coin–stock mapping on Robinhood Chain + the meme pairing projects—this will be the source of alpha for the next 12–24 months.
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Crypto projects are very strange. Most projects get little to no attention, while a small number of top-tier projects receive explosive hype. The middle status is almost blank.
As you can imagine, in the Crypto space, launching a new chain is not a product battle—it’s a narrative battle + a capital battle + a founder IP battle.
Crypto projects are very strange. Most projects get little to no attention, while a small number of top-tier projects receive explosive hype. The middle status is almost blank.
As you can imagine, in the Crypto space, launching a new chain is not a product battle—it’s a narrative battle + a capital battle + a founder IP battle.
As you can imagine, in the Crypto space, launching a new chain is not a product battle—it’s a narrative battle + a capital battle + a founder IP battle.
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Glassnode’s “alt-season signal” officially turns bullish—our core view is that after BTC has risen, the breadth of the altcoin sector finally catches up.
This is a structural shift from August’s one-way BTC rally to the “full bloom” across the board by the end of September.
① If you previously missed the BTC move, alt season may be a chance to catch up—but the entry point is higher;
② The alpha in alt season isn’t in BTC itself, but in the “sector rotation order”—typically first L2/DeFi, then meme, and then RWA/AI as new narrative themes emerge;
③ The real late-stage alt-season signal is the combination of “BTC’s share falling rapidly + broad-based altcoin rallies,” indicating that capital has already spread into the lowest-liquidity names.
During this phase, the stock-picking logic should shift from fundamentals to on-chain metrics such as “trading volume + number of active/holding addresses.”
Glassnode’s “alt-season signal” officially turns bullish—our core view is that after BTC has risen, the breadth of the altcoin sector finally catches up.
This is a structural shift from August’s one-way BTC rally to the “full bloom” across the board by the end of September.
① If you previously missed the BTC move, alt season may be a chance to catch up—but the entry point is higher;
② The alpha in alt season isn’t in BTC itself, but in the “sector rotation order”—typically first L2/DeFi, then meme, and then RWA/AI as new narrative themes emerge;
③ The real late-stage alt-season signal is the combination of “BTC’s share falling rapidly + broad-based altcoin rallies,” indicating that capital has already spread into the lowest-liquidity names.
During this phase, the stock-picking logic should shift from fundamentals to on-chain metrics such as “trading volume + number of active/holding addresses.”
This is a structural shift from August’s one-way BTC rally to the “full bloom” across the board by the end of September.
① If you previously missed the BTC move, alt season may be a chance to catch up—but the entry point is higher;
② The alpha in alt season isn’t in BTC itself, but in the “sector rotation order”—typically first L2/DeFi, then meme, and then RWA/AI as new narrative themes emerge;
③ The real late-stage alt-season signal is the combination of “BTC’s share falling rapidly + broad-based altcoin rallies,” indicating that capital has already spread into the lowest-liquidity names.
During this phase, the stock-picking logic should shift from fundamentals to on-chain metrics such as “trading volume + number of active/holding addresses.”
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𝕏 integrates price charts, related discussions, and jump-to-trade into the same cashtag experience. This has a direct impact on the product form of crypto apps:
All wallets/aggregators that still use the 'social + charts + trading' three-stage architecture are being cut off.
It will bring incremental gains to Coinbase/Gemini/Kraken, but until smaller exchanges that have not yet been integrated into X come on board, it effectively means losing free exposure from the biggest traffic entry point.
For retail investors, the future cashtag experience will replace what they used to commonly do on Twitter:
'Find a KOL → copy the address → go to the exchange → switch to the wallet'
𝕏 integrates price charts, related discussions, and jump-to-trade into the same cashtag experience. This has a direct impact on the product form of crypto apps:
All wallets/aggregators that still use the 'social + charts + trading' three-stage architecture are being cut off.
It will bring incremental gains to Coinbase/Gemini/Kraken, but until smaller exchanges that have not yet been integrated into X come on board, it effectively means losing free exposure from the biggest traffic entry point.
For retail investors, the future cashtag experience will replace what they used to commonly do on Twitter:
'Find a KOL → copy the address → go to the exchange → switch to the wallet'
All wallets/aggregators that still use the 'social + charts + trading' three-stage architecture are being cut off.
It will bring incremental gains to Coinbase/Gemini/Kraken, but until smaller exchanges that have not yet been integrated into X come on board, it effectively means losing free exposure from the biggest traffic entry point.
For retail investors, the future cashtag experience will replace what they used to commonly do on Twitter:
'Find a KOL → copy the address → go to the exchange → switch to the wallet'
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Binance Wallet This pre-IPO ($pPOLY) is not a simple subscription; it sets the tone for a new funding paradigm—"crypto-currency pre-IPO."
Key points:
① It’s a tokenized exposure, not equity. That means what you buy is essentially a "call option on the token’s price volatility," not company ownership—don’t let the word "IPO" mislead you;
② By using an AMM on-chain to price shares, it’s closer to an "open market" than traditional CEX subscriptions, but with far less liquidity;
③ The subsequent unlocks and price-discovery mechanism are naturally formed by the AMM. There’s no market-maker protection, so retail users will end up caught in the middle.
In the future, early financing for every hot project may follow this template (perps/Cex AMM/tokenization). As compliance boundaries get blurrier, the best strategy for ordinary participants is "small amounts + multiple rounds" to spread risk.
Binance Wallet This pre-IPO ($pPOLY) is not a simple subscription; it sets the tone for a new funding paradigm—"crypto-currency pre-IPO."
Key points:
① It’s a tokenized exposure, not equity. That means what you buy is essentially a "call option on the token’s price volatility," not company ownership—don’t let the word "IPO" mislead you;
② By using an AMM on-chain to price shares, it’s closer to an "open market" than traditional CEX subscriptions, but with far less liquidity;
③ The subsequent unlocks and price-discovery mechanism are naturally formed by the AMM. There’s no market-maker protection, so retail users will end up caught in the middle.
In the future, early financing for every hot project may follow this template (perps/Cex AMM/tokenization). As compliance boundaries get blurrier, the best strategy for ordinary participants is "small amounts + multiple rounds" to spread risk.
Key points:
① It’s a tokenized exposure, not equity. That means what you buy is essentially a "call option on the token’s price volatility," not company ownership—don’t let the word "IPO" mislead you;
② By using an AMM on-chain to price shares, it’s closer to an "open market" than traditional CEX subscriptions, but with far less liquidity;
③ The subsequent unlocks and price-discovery mechanism are naturally formed by the AMM. There’s no market-maker protection, so retail users will end up caught in the middle.
In the future, early financing for every hot project may follow this template (perps/Cex AMM/tokenization). As compliance boundaries get blurrier, the best strategy for ordinary participants is "small amounts + multiple rounds" to spread risk.
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The essence of KOLs is a “fear amplifier”:
Rising is the trap, falling is the crash, and no movement is the night before the collapse.
If you take this kind of noise seriously, you’ll never be able to hold a position.
Learning to distinguish signal from noise isn’t a crypto skill—it’s the only skill, and it applies to any market.
Only after you can ignore 80% of KOLs’ buy/sell calls do you start to act like a trader.
The essence of KOLs is a “fear amplifier”:
Rising is the trap, falling is the crash, and no movement is the night before the collapse.
If you take this kind of noise seriously, you’ll never be able to hold a position.
Learning to distinguish signal from noise isn’t a crypto skill—it’s the only skill, and it applies to any market.
Only after you can ignore 80% of KOLs’ buy/sell calls do you start to act like a trader.
Rising is the trap, falling is the crash, and no movement is the night before the collapse.
If you take this kind of noise seriously, you’ll never be able to hold a position.
Learning to distinguish signal from noise isn’t a crypto skill—it’s the only skill, and it applies to any market.
Only after you can ignore 80% of KOLs’ buy/sell calls do you start to act like a trader.
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Aave V4’s mainnet launch is not just a version update—it marks a turning point for the DeFi lending sector as it shifts from a “single-chain protocol” to a “lending market structure layer.”
The core architectural change in V4 is a “modular market”:
For each lending pool, the interest rate model, collateralization ratio, and liquidation mechanism can be independently customized.
This means two things:
① RWA (government bonds/on-chain stocks) can integrate with Aave’s liquidation infrastructure and benefit from protocol-level depth liquidity;
② New public chains/new L2s that want to build lending markets don’t need to copy Compound/Aave from scratch—they can simply fork V4’s market structure.
For Aave, the real moat isn’t code; it’s the network effect of “all DeFi lending will align with Aave’s market structure.”
Aave V4’s mainnet launch is not just a version update—it marks a turning point for the DeFi lending sector as it shifts from a “single-chain protocol” to a “lending market structure layer.”
The core architectural change in V4 is a “modular market”:
For each lending pool, the interest rate model, collateralization ratio, and liquidation mechanism can be independently customized.
This means two things:
① RWA (government bonds/on-chain stocks) can integrate with Aave’s liquidation infrastructure and benefit from protocol-level depth liquidity;
② New public chains/new L2s that want to build lending markets don’t need to copy Compound/Aave from scratch—they can simply fork V4’s market structure.
For Aave, the real moat isn’t code; it’s the network effect of “all DeFi lending will align with Aave’s market structure.”
The core architectural change in V4 is a “modular market”:
For each lending pool, the interest rate model, collateralization ratio, and liquidation mechanism can be independently customized.
This means two things:
① RWA (government bonds/on-chain stocks) can integrate with Aave’s liquidation infrastructure and benefit from protocol-level depth liquidity;
② New public chains/new L2s that want to build lending markets don’t need to copy Compound/Aave from scratch—they can simply fork V4’s market structure.
For Aave, the real moat isn’t code; it’s the network effect of “all DeFi lending will align with Aave’s market structure.”
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Fiat-currency system long-term purchasing power declines → middle-class anxiety → a structural increase in young people’s demand for “long-term value storage tools.”
This is the sociological basis for BTC being bullish in the long run—more fundamental than technical analysis/halving cycles.
Fiat-currency system long-term purchasing power declines → middle-class anxiety → a structural increase in young people’s demand for “long-term value storage tools.”
This is the sociological basis for BTC being bullish in the long run—more fundamental than technical analysis/halving cycles.
This is the sociological basis for BTC being bullish in the long run—more fundamental than technical analysis/halving cycles.
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The significance of embedding stock/crypto trading on 𝕏 for the crypto industry has been seriously underestimated.
For the past 5 years, the battle over where crypto traffic enters has been stuck in the same three circles: “exchange apps / wallets / DEX aggregators,” and no one has truly broken through.
Now 𝕏 directly turns the timeline into a trading scenario—effectively bridging the final mile between “social media interaction” and “placing orders.”
Direct beneficiaries:
① Gemini/Kraken/Coinbase in the access list (incremental users and retention);
② Interactive Brokers (a retail crypto on-ramp);
③ Social trading protocols in the primary market (a Robinhood-style onchain version).
The losers: all traditional crypto projects that are still burning money on “brand narrative → drive downloads.” With one integration, 𝕏 has siphoned off that traffic.
The significance of embedding stock/crypto trading on 𝕏 for the crypto industry has been seriously underestimated.
For the past 5 years, the battle over where crypto traffic enters has been stuck in the same three circles: “exchange apps / wallets / DEX aggregators,” and no one has truly broken through.
Now 𝕏 directly turns the timeline into a trading scenario—effectively bridging the final mile between “social media interaction” and “placing orders.”
Direct beneficiaries:
① Gemini/Kraken/Coinbase in the access list (incremental users and retention);
② Interactive Brokers (a retail crypto on-ramp);
③ Social trading protocols in the primary market (a Robinhood-style onchain version).
The losers: all traditional crypto projects that are still burning money on “brand narrative → drive downloads.” With one integration, 𝕏 has siphoned off that traffic.
For the past 5 years, the battle over where crypto traffic enters has been stuck in the same three circles: “exchange apps / wallets / DEX aggregators,” and no one has truly broken through.
Now 𝕏 directly turns the timeline into a trading scenario—effectively bridging the final mile between “social media interaction” and “placing orders.”
Direct beneficiaries:
① Gemini/Kraken/Coinbase in the access list (incremental users and retention);
② Interactive Brokers (a retail crypto on-ramp);
③ Social trading protocols in the primary market (a Robinhood-style onchain version).
The losers: all traditional crypto projects that are still burning money on “brand narrative → drive downloads.” With one integration, 𝕏 has siphoned off that traffic.
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AI brings startup costs down to nearly zero (write code, generate designs, run customer service). L2 brings payment/distribution costs down to nearly zero (on-chain collections, instant settlement). Now, the real cash threshold to start an internet company could be just a few thousand dollars plus a laptop.
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
AI brings startup costs down to nearly zero (write code, generate designs, run customer service). L2 brings payment/distribution costs down to nearly zero (on-chain collections, instant settlement). Now, the real cash threshold to start an internet company could be just a few thousand dollars plus a laptop.
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
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This week in DC, crypto learned a lesson as Congress and regulators teamed up, but the real blockbuster was Visa’s move: shutting the loophole that lets meme-coin users use credit card points.
The transmission path is straightforward—credit card issuers → acquirers → updates to Visa’s rules → tighter exchange top-up channels.
In plain terms, traditional payment giants are no longer willing to underwrite meme coins’ high volatility and high chargeback rates.
What might come next:
Deposit channels for stablecoins/regulated coins will become smoother, and meme coins will be further marginalized.
But this trend is good for legit financialization and bad for casino-style speculation.
This week in DC, crypto learned a lesson as Congress and regulators teamed up, but the real blockbuster was Visa’s move: shutting the loophole that lets meme-coin users use credit card points.
The transmission path is straightforward—credit card issuers → acquirers → updates to Visa’s rules → tighter exchange top-up channels.
In plain terms, traditional payment giants are no longer willing to underwrite meme coins’ high volatility and high chargeback rates.
What might come next:
Deposit channels for stablecoins/regulated coins will become smoother, and meme coins will be further marginalized.
But this trend is good for legit financialization and bad for casino-style speculation.
The transmission path is straightforward—credit card issuers → acquirers → updates to Visa’s rules → tighter exchange top-up channels.
In plain terms, traditional payment giants are no longer willing to underwrite meme coins’ high volatility and high chargeback rates.
What might come next:
Deposit channels for stablecoins/regulated coins will become smoother, and meme coins will be further marginalized.
But this trend is good for legit financialization and bad for casino-style speculation.
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When you admit that a bad person is also a top-tier trader, you’re using the market’s language—not thinking in terms of morality.
In the crypto world, who do you think is the bad guy?🤣
When you admit that a bad person is also a top-tier trader, you’re using the market’s language—not thinking in terms of morality.
In the crypto world, who do you think is the bad guy?🤣
In the crypto world, who do you think is the bad guy?🤣
18
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The biggest trap in a bull market isn’t not buying; it’s watching everyone else’s coins go crazy, seeing your own target lag behind, and then panicking into cutting your position to chase.
In the end, you get hit from both sides: your main position doesn’t hold, and your new buy ends up taking the bait at the high.
Real compounding comes from holding through the volatility on your core position—not from constantly hunting for the next 100x.
The biggest trap in a bull market isn’t not buying; it’s watching everyone else’s coins go crazy, seeing your own target lag behind, and then panicking into cutting your position to chase.
In the end, you get hit from both sides: your main position doesn’t hold, and your new buy ends up taking the bait at the high.
Real compounding comes from holding through the volatility on your core position—not from constantly hunting for the next 100x.
In the end, you get hit from both sides: your main position doesn’t hold, and your new buy ends up taking the bait at the high.
Real compounding comes from holding through the volatility on your core position—not from constantly hunting for the next 100x.
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Spotted an interesting position on-chain:
@cl207 on Hyperliquid holds a $4 million long portfolio—NVDA, AR, and AMZN all long, with absolutely no short positions used for hedging.
NVDA just reduced from the previous $3.33 million down to $1.68 million (taking half profits). AR’s long position is up by $474,500, already more than double the entry price of $2.42.
The most explosive part is that his lifetime PnL on HL has just crossed $10 million.
This guy is using HL as a derivatives channel for traditional stocks/U.S. equities—essentially wrapping conventional alpha strategies into a 7×24 on-chain perp market, benefiting from funding rates and T+0 settlement.
This is an early example of an institutional-grade strategy being democratized for retail traders.
Spotted an interesting position on-chain:
@cl207 on Hyperliquid holds a $4 million long portfolio—NVDA, AR, and AMZN all long, with absolutely no short positions used for hedging.
NVDA just reduced from the previous $3.33 million down to $1.68 million (taking half profits). AR’s long position is up by $474,500, already more than double the entry price of $2.42.
The most explosive part is that his lifetime PnL on HL has just crossed $10 million.
This guy is using HL as a derivatives channel for traditional stocks/U.S. equities—essentially wrapping conventional alpha strategies into a 7×24 on-chain perp market, benefiting from funding rates and T+0 settlement.
This is an early example of an institutional-grade strategy being democratized for retail traders.
@cl207 on Hyperliquid holds a $4 million long portfolio—NVDA, AR, and AMZN all long, with absolutely no short positions used for hedging.
NVDA just reduced from the previous $3.33 million down to $1.68 million (taking half profits). AR’s long position is up by $474,500, already more than double the entry price of $2.42.
The most explosive part is that his lifetime PnL on HL has just crossed $10 million.
This guy is using HL as a derivatives channel for traditional stocks/U.S. equities—essentially wrapping conventional alpha strategies into a 7×24 on-chain perp market, benefiting from funding rates and T+0 settlement.
This is an early example of an institutional-grade strategy being democratized for retail traders.
1
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Messari was acquired by Blockworks.
These two platforms were originally the oldest-established data + research report platforms in the crypto market. After the merger, it effectively connects “institution-level research” and “full-industry-chain media” into a single line:
Research output → market data → meetings/IP/distribution all fully integrated.
For the market, the most direct impact is that crypto information infrastructure is starting to consolidate at the top, making it increasingly difficult for independent smaller players focused on research to survive.
For users, product experience may be integrated in the short term, while in the long run the quality of the content will depend on whether the team still retains its independent voice.
Messari was acquired by Blockworks.
These two platforms were originally the oldest-established data + research report platforms in the crypto market. After the merger, it effectively connects “institution-level research” and “full-industry-chain media” into a single line:
Research output → market data → meetings/IP/distribution all fully integrated.
For the market, the most direct impact is that crypto information infrastructure is starting to consolidate at the top, making it increasingly difficult for independent smaller players focused on research to survive.
For users, product experience may be integrated in the short term, while in the long run the quality of the content will depend on whether the team still retains its independent voice.
These two platforms were originally the oldest-established data + research report platforms in the crypto market. After the merger, it effectively connects “institution-level research” and “full-industry-chain media” into a single line:
Research output → market data → meetings/IP/distribution all fully integrated.
For the market, the most direct impact is that crypto information infrastructure is starting to consolidate at the top, making it increasingly difficult for independent smaller players focused on research to survive.
For users, product experience may be integrated in the short term, while in the long run the quality of the content will depend on whether the team still retains its independent voice.
16
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Bitcoin/Ethereum, both are going up like crazy!
What’s driving Bitcoin right now is global demand for 『the most scarce asset that can be transferred on a permissionless network』—you really can’t imagine how fast this can move.
The halving narrative’s 『timeline』 is being diluted by macro liquidity and institutional adoption.
Instead of trying to finger-calculate the next halving, it’s better to focus on real demand—ETFs, corporate treasury holdings, and allocations at the sovereign level—these are the new engine of each cycle.
With that in mind, does the four-year cycle theory mean it’s gone forever???
Bitcoin/Ethereum, both are going up like crazy!
What’s driving Bitcoin right now is global demand for 『the most scarce asset that can be transferred on a permissionless network』—you really can’t imagine how fast this can move.
The halving narrative’s 『timeline』 is being diluted by macro liquidity and institutional adoption.
Instead of trying to finger-calculate the next halving, it’s better to focus on real demand—ETFs, corporate treasury holdings, and allocations at the sovereign level—these are the new engine of each cycle.
With that in mind, does the four-year cycle theory mean it’s gone forever???
What’s driving Bitcoin right now is global demand for 『the most scarce asset that can be transferred on a permissionless network』—you really can’t imagine how fast this can move.
The halving narrative’s 『timeline』 is being diluted by macro liquidity and institutional adoption.
Instead of trying to finger-calculate the next halving, it’s better to focus on real demand—ETFs, corporate treasury holdings, and allocations at the sovereign level—these are the new engine of each cycle.
With that in mind, does the four-year cycle theory mean it’s gone forever???
505
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The real new narrative that comes into view after Cancun is DA War (Data Availability War).
In the first half of the year, Ethereum completed the Cancun upgrade—meaning it has moved through the prototype phase from a monolithic chain to a modular chain, where execution, settlement, consensus, and data availability each take on their own roles.
Next, whoever can make the DA layer both cheaper and safer will seize the chokehold of the modular era.
This isn’t just a technical iteration; it’s an opportunity for a new batch of infrastructure to redraw the market—and split the “cake” again.
The real new narrative that comes into view after Cancun is DA War (Data Availability War).
In the first half of the year, Ethereum completed the Cancun upgrade—meaning it has moved through the prototype phase from a monolithic chain to a modular chain, where execution, settlement, consensus, and data availability each take on their own roles.
Next, whoever can make the DA layer both cheaper and safer will seize the chokehold of the modular era.
This isn’t just a technical iteration; it’s an opportunity for a new batch of infrastructure to redraw the market—and split the “cake” again.
In the first half of the year, Ethereum completed the Cancun upgrade—meaning it has moved through the prototype phase from a monolithic chain to a modular chain, where execution, settlement, consensus, and data availability each take on their own roles.
Next, whoever can make the DA layer both cheaper and safer will seize the chokehold of the modular era.
This isn’t just a technical iteration; it’s an opportunity for a new batch of infrastructure to redraw the market—and split the “cake” again.
11
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