1. Grayscale Research Report: How did Polymarket take off?
Decision makers routinely require access to timely and accurate information, but according to a recent poll, trust in the media in the United States is at its lowest point in the past 50 years. Amid rising misinformation,[1] nearly three-quarters of American adults believe the news media contributes to political polarization, and nearly half express little or no trust in the media’s ability to report the news fairly and accurately. These trends raise several questions: Is it possible to obtain truly unbiased information? How to incentivize fact-based reporting? How do we balance truth and reality when profit-driven motivations can fuel one-sided narratives or undermine accuracy? Click to read
2. What are the high-yield opportunities in Solana DeFi?
Investing in stablecoins or Solana’s native liquidity staking token may not be as exciting as searching for the next breakout coin, but can provide a reliable way to earn money. Click to read
3. Delphi Digital: What stage is the Ethereum L2 war at now?
Last year in my Infrastructure Year Outlook report, I wrote a section called “L2 Wars” where I described my thoughts on the Rollup space and how it will change in the coming year. I think the whole article is still worth reading, and the main points are as follows. Click to read
4. The future of tokenized finance from BlackRock’s entry into RWA
With the active deployment of traditional financial giants such as BlackRock, Fidelity, and JPMorgan Chase, the concept of RWA tokenization has gradually moved from the margins to the mainstream, attracting widespread attention. The Hong Kong Monetary Authority has also recently launched the Ensemble Sandbox to support institutions in tokenizing RWA, testing and developing innovative solutions based on blockchain technology. This indicates that RWA tokenization will become an important trend in the future financial market. Click to read
5. Return to growth-driven: How can VC coins escape the dilemma of narrative?
Compared with its former status as a deity, the defeat of VC coins in 2024 is inevitable. High FDV, low circulation, and letting the leeks take over seem to be synonymous with VC coins.
So what is the fundamental reason for the "VC coin collapse"? What kind of macro impact will the "VC coin effect" have on the crypto market? VC coins are hated, but is VC really the supreme sickle? Most importantly, how can VC coins get out of the trapped beast struggle of narrative? Click to read
