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5 Must Reads in the Evening
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2025-03-26 21:03 7,234
1.a16z: Why is DePIN crucial?

Existing physical infrastructure networks such as telecommunications, energy, water supply and transportation are often natural monopoly markets—the cost of providing services by a single enterprise is much lower than in a competitive environment. In most developed countries, these networks are subject to complex regulatory and regulatory constraints, resulting in a lack of innovation momentum, not to mention poor customer experience, backward user interface, mediocre service quality and slow response speed. These inefficient and poorly maintained conditions are by no means a coincidence, as evidenced by the California wildfires that led to PG&E bankruptcy or the protective regulations of traditional telecom companies. In the developer, the situation is even more serious: these basic services are either missing or expensive and scarce. Click to read

2. The mist before "Liberation Day": US reciprocity tariff analysis and short-term forecasts

Trump's reciprocity tariffs scheduled to be announced on April 2 are like a sword of Damocles hanging above the market, causing potential turmoil in the global trade landscape. Although recent market sentiment has eased by the possible “moderation” signal, its impact on crypto markets and traditional financial markets should still be paid attention to. Click to read

3. Detailed explanation of the two major upgrades of Ethereum Pectra and Fusaka. What will be brought to ETH?

Ethereum continues to develop steadily behind the scenes. Amid the ongoing debate about the “right” roadmap for computers in the world, developers have been steadily moving forward, steadily preparing for two major upgrades: Pectra (planned for May 2025) and Fusaka (planned for late 2025). Click to read

4.Coingecko: How do investors view the potential of crypto AI technology?

In a recent survey, 46.9% of crypto participants said they were optimistic about crypto AI products in 2025. Specifically, 19.9% ​​were somewhat optimistic about crypto AI products, while 27.0% of respondents were completely optimistic. This is because the use cases that combine encryption with AI have been improved and have been adopted more widely. Click to read

5. Bitcoin: Exploration and Thinking of Value Store

About a few years ago, a senior I admired in the circle said inadvertently (the general idea is): he thinks the future of Bitcoin is a bit dangerous. Many of the "titles" and "labels" that we have given Bitcoin are actually worth discussing. At that time, I was quite shocked when I heard this sentence. I couldn't believe that this senior would say such a thing. Until today, I don’t agree with this sentence very much. Click to read

Keywords: Bitcoin
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