1. Current status of chain abstraction: an overview of solutions and related projects
The crypto industry is full of change, and one of the few constants is the growing number of blockchains. Whether it’s Ethereum L2, Lisk, or alt L1, there seems to be a constant stream of new blockchains emerging. Click to read
2. Pantera founder: The political hub of blockchain — having a president aligned with the interests of the crypto community
I never understood the opposition. Who is the opposition? I mean, who other than Senator Warren would vote against financial inclusion for everyone on the planet with a smartphone? It just doesn't make sense. Click to read
3. Pantera: We are entering the second phase of the bull market
As we approach the mid-year mark, we wanted to take a moment to share our thoughts on the pace of the market so far this year. After a rapid rise at the beginning of the year, digital asset prices retreated in the second quarter. Every period of strong performance is followed by a period of consolidation. Inevitably, during this period, some people will throw in the towel and start calling for the end of the cycle, especially in an asset class that is more volatile than most. While digital asset prices have seen some recovery in July, we wanted to provide our thoughts on what happened and why we remain bullish on the future. Click to read
4. Binance Semi-annual Report: DeFi Market Dynamics: Staking, Lending, and Derivatives
Following modest growth in 2023, the market recovered significantly in the first half of 2024, giving decentralized finance (“DeFi”) a positive boost. The overall market boost has attracted massive capital inflows into DeFi, driving total value locked (“TVL”) this year to $94.1 billion from $54.4 billion at the beginning of the year, a massive 72.8% year-to-date (“YTD”) increase. click to read
5. How do the dollar tide and halving affect Bitcoin?
In the early days of the cryptocurrency market, the bull and bear markets of Bitcoin strictly followed the halving cycle every four years. However, as Bitcoin continues to merge with the US dollar market, the impact of US dollar liquidity has become an issue that cannot be ignored. In the long term, we look at US dollar liquidity, and in the short term, we cannot ignore the impact of AI on the capital side. The market has been under multiple changes recently: 1) The future of US interest rate cuts; 2) The impact of the increased probability of Trump's election on the sentiment side; 3) The six-month consolidation period after the halving; 4) The liquidity released by the correction of the US stock technology sector. This article takes BTC as a risk asset traded around the clock globally, and discusses its fluctuations before and after the interest rate cut inflection point and before and after the halving.
As for the first three halvings, it seems that the halving cycle and the bull-bear cycle are perfectly mechanically matched. Click to read
