1. Messari: 2024 DePIN Industry Development Report
Messari's Chief DePIN Research Analyst Dylan Bane and Escape Velocity Ventures co-founder Salvador Gala co-authored (The State of DePIN in 2024). This 104-page report provides an in-depth analysis and review of the DePIN industry in 2024 and offers a forward-looking perspective on the development prospects of DePIN in 2025. The report covers macro trends in DePIN, AI x DePIN, distributed wireless networks (DeWi), distributed generation (DeGEN), computing networks, sensor networks, identity networks, logistics networks, and more. Click to read
2. Predictions for the 12 Major Trends of Crypto AI in 2025
On a clear morning in January 2026, you find a newspaper at your doorstep—yes, a real paper-printed newspaper that somehow survived the AI revolution. Flipping through it, you discover a headline about AI agents coordinating global supply chains on the blockchain, while the newly launched Crypto AI protocol is vying for dominance. An article that takes up half a page describes the story of a digital 'worker' being hired as a project manager—such occurrences have become commonplace by now and hardly attract attention anymore. Click to read
3. How credible is the news that 'the U.S. Department of Justice approved the sale of Silk Road Bitcoin'?
On the morning of January 9, as the market declined, major cryptocurrency media reported a negative news story stating that 'the U.S. Department of Justice approved the sale of $6.5 billion worth of seized Bitcoin from the Silk Road dark web.' Upon the release of this news, Bitcoin fell below $94,000. Click to read
4. In the fragmented landscape of AI agents, which specific tracks and projects are worth paying attention to?
As the expansion of L1 and L2 exceeds the countable range of our two hands, liquidity fragmentation became a major challenge last year. Subsequently, the addition of Bitcoin L2 has made the situation even more complex. In numerous ecosystems, liquidity, attention, and user experience have become fragmented. Many L2s and DApps within these ecosystems lack meaningful 'grabs', and capital has only flowed to a handful of top ecosystems with outstanding communities, excellent products, high-quality teams, and strong funding. Click to read
5. In 2025, focusing on these three things in the United States is enough
For most investors who cannot keep up with the pace of PvP and can only earn Beta, the focus for 2025 should only be on these three things in the United States, which should yield significant returns. Click to read