1. Pump.fun shuts Pandora's box: Profit-seeking behavior gives rise to unregulated live streaming
On November 26, in response to recent feedback from the crypto community regarding Pump.fun's live streaming content involving various sensitive and illegal topics such as violence, drug use, and pornography, the platform finally announced that it would indefinitely suspend the real-time streaming function on the website until the review infrastructure is adequately prepared. Click to read
2. List of publicly traded companies holding cryptocurrency: Entrepreneurial spirit surpasses government for 15 years
As of now, publicly traded companies hold over 500,000 bitcoins, valued at approximately $48 billion, accounting for 2.422% of the total bitcoin supply. Institutional investors have significantly increased their acceptance of bitcoin. By incorporating bitcoin into their balance sheets, these companies not only promote the legitimization and market recognition of bitcoin but also provide momentum for the further development of its ecosystem. The behavior of companies holding bitcoin also brings a certain degree of market stability, laying the foundation for the long-term growth of bitcoin's value. However, the financial conditions of these companies are closely related to the fluctuations in bitcoin prices, facing potential market risks. Click to read
3. Uncovering Trump 2.0: Over 5 cabinet members are 'crypto traders'
Only two weeks after Trump's election, his 2.0 cabinet has already been nominated. Among its members are not only bitcoin believers but also supporters of altcoins and Dogecoin. This article will give you a quick overview of Trump's 2.0 cabinet and its stance on cryptocurrency. Click to read
4. In-depth analysis of MicroStrategy's opportunities and risks - Davis double-click and double kill
Last week, we discussed the potential benefits of Lido from changes in the regulatory environment, hoping to help everyone seize this Buy the rumor trading opportunity. This week, we have an interesting theme regarding the heat of MicroStrategy. Many predecessors have commented on the business model of this company. After digesting and studying it in depth, I have some of my own viewpoints that I would like to share. I believe the reason for MicroStrategy's stock price increase lies in the 'Davis double-click.' By designing a business model that finances the purchase of BTC, it ties the appreciation of BTC to company profits and leverages funds obtained through innovative designs that combine traditional financial market financing channels, enabling the company to exceed the profit growth generated by the appreciation of its held BTC. As the holding volume expands, the company gains a certain pricing power over BTC, further strengthening this profit growth expectation. However, the risk lies in this; when BTC prices fluctuate or reverse, the profit growth from BTC will stagnate, and influenced by the company's operating expenses and debt pressure, MicroStrategy's financing ability will be significantly discounted, thus affecting profit growth expectations. Unless new assistance can take over to further drive up BTC prices, the positive premium of MSTR's stock price relative to BTC holdings will quickly converge, a process known as the 'Davis double kill.' Click to read
5. Does DeSci need meme coins?
Does DeSci need meme coins? Do meme coins need DeSci? Can DeSci truly become a disruptive innovation like DeFi? During this time, I have been lurking in the unconscious abyss of PVP on the chain, observing the unfolding of DeSci narratives in the phenomenon realm for quite some time. Click to read