1. Outlier: Research on the Incentive Effects of Ethereum's Six Major L2s - Why New L2 Airdrops Fail to Retain Users
Revenue generation and user acquisition are closely linked. More MAUs will increase network activity and transactions, thus enhancing sequencer earnings. Higher earnings mean it is a valuable network capable of attracting and retaining users, thereby increasing revenue. This positive feedback loop is crucial for long-term success. Click to read
2. The Bull Market Is Not Over, But the Bottoming Process Will Take a Long Time
In the past week, the cryptocurrency market has experienced the largest adjustment since Trump's election victory. Although Bitcoin's decline is only 12%, many altcoins have seen their prices halved, and some individual altcoins have completely erased the gains from this round. If the reason for not being pessimistic on December 10 was that the bull market's warmth was still present, then the recent decline has undoubtedly completely destroyed the bulls' confidence. This has led to more and more investors being firmly convinced that the bull market has ended. Click to read
3. The Expectations and Future of PENGU
Pudgy Penguins survived and thrived after experiencing a team change, new team being subjected to FUD, and a series of events. The key lies in the team's strong self-sustaining ability—earning money by leveraging the penguin IP through selling toys and other operations (toys sell very well), ensuring the project's long-term operation, such as launching the metaverse and issuing coins as one of the operational achievements. Click to read
4. Ten Ways to Find Leading AI Agents
In less than a month, the total market value of the entire AI Agent sector reached 10 billion USD. Among them, Virtuals reached a market cap of 3 billion USD, and projects like ai16z and Fartcoin reached a market cap of 1 billion USD. According to incomplete statistics from Foresight News, there are at least 14 cryptocurrencies related to AI Agents that have a market cap of over 100 million USD. Click to read
5. What Cryptocurrency Stocks to Look Forward to in 2025?
When researching cryptocurrency stocks, having a conversation with Dan Weiskopf, the co-portfolio manager of the Amplify Transformational Data Sharing ETF (BLOK), which has long focused on blockchain, is a great discussion. Dan told me that his optimism for 2025 is higher than his optimism for the end of 2023 for this year. What is the main reason? As more pure cryptocurrency companies go public, investors will face 'crazy opportunities'. Click to read
