1. Multicoin: Some trends never change, even in 2025
Earlier this week, we published a classic VC article about new areas that the Multicoin investment team is looking forward to watching in 2025. In the spirit of Jeff Bezos’ famous quote, we thought it was also important to highlight some trends that we usually take for granted, but are quietly accumulating and providing a stable foundation for our investments. Click to read
2. Pantera Partner: Three major projects will help you understand the DePin track
Decentralized Physical Infrastructure Network (DePin) is a combination of blockchain and infrastructure network, and has been applied in energy, telecommunications, storage, artificial intelligence, data collection and other industries. Click to read
3. Five indicators to watch in 2025
2024 will likely go down as the most exciting year in the history of the crypto industry. Crypto activity and usage hit all-time highs. Blockchain infrastructure has been significantly improved and transaction fees have been reduced. Stablecoins have found product-market fit. The inevitable intersection of crypto and artificial intelligence is becoming clearer. Bitcoin and Ethereum ETPs approved. The legislative and regulatory environment now provides a positive path forward for the industry. All of which sets the stage for another exciting year. Click to read
4. MicroStrategy’s Bitcoin Debt Cycle: A Genius Move or a Risky Gamble?
MicroStrategy co-founder Michael Saylor has adopted an aggressive Bitcoin acquisition strategy, which onlookers have viewed as either a brilliant vision or a reckless gamble. The latter warned that MicroStrategy's heavy reliance on volatile assets such as Bitcoin is fraught with risk. A sharp drop in Bitcoin prices could put pressure on the company's balance sheet, exacerbating financial stress and potentially undermining its ability to repay debt or raise additional funds. Click to read
5.What is the biggest risk of Bitcoin?
For many years, there has been a saying in the crypto space: "The biggest risk of Bitcoin is that you can't hold it." In essence, "not being able to hold it" is a problem of cognition and information gap. 16 years have passed since the birth of the Bitcoin Genesis Block, and many people still feel that Bitcoin is "illusory" and are worried. Rather than discussing "what is the biggest risk of Bitcoin", it is better to discuss whether people's biggest concerns about the existence of Bitcoin are redundant... Click to read
