1.Outlier: Research on the Incentive Effects of the Six Major L2s of Ethereum - Why Users Can't Be Retained After New L2 Airdrops
Revenue generation and user acquisition are closely linked. More MAUs will increase network activity and transactions, thus enhancing sequencer earnings. Higher earnings mean this is a valuable network that can attract and retain users, thereby increasing revenue. This positive feedback loop is crucial for long-term success. Click to read
2.The Bull Market Has Not Ended but Bottoming Out Will Take a Long Time
In the past week, the cryptocurrency market experienced the largest adjustment since Trump's victory. Although Bitcoin's decline was only 12%, many altcoins have seen their values halved, and even some individual altcoins have completely erased their gains from this round of market. If the reason for not being pessimistic on December 10 was the lingering warmth of the bull market, then the recent decline has undoubtedly completely destroyed the confidence of the bulls. This has led to an increasing number of investors firmly believing that the bull market has ended. Click to read
3. Expectations and Future of PENGU
Pudgy Penguins survived a series of events including team changes and being fudged by the new team, and is doing quite well. 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 are selling well), ensuring the long-term operation of the project, such as launching the metaverse and issuing tokens being one of the results of its operations. Click to read
4. Ten Ways to Find the Leaders in AI Agents
In less than a month, the market capitalization of the entire AI Agent track project reached $10 billion. Among them, Virtuals' market capitalization reached $3 billion, while ai16z, Fartcoin, and others reached $1 billion. According to incomplete statistics from Foresight News, there are at least 14 cryptocurrencies related to AI Agents with a market capitalization exceeding $100 million. Click to read
5. What Cryptocurrency Stocks Are Worth Looking Forward to in 2025?
Chatting with Dan Weiskopf, a co-portfolio manager of the Amplify Transformational Data Sharing ETF (BLOK) that focuses on blockchain for a long time, is a great conversation when researching cryptocurrency stocks. He told me that he is now more optimistic about 2025 than he was about the end of 2023 for this year. What is the main reason? As more pure cryptocurrency companies go public, investors will encounter 'crazy opportunities.' Click to read
