1.Outlier: Research on the Incentive Effects of Ethereum’s Six Major L2s Why users cannot be retained after the new L2 airdrop

Income generation and user acquisition are closely linked. More MAUs increase network activity and transactions, thereby increasing sequencer revenue. Higher revenue means this is a valuable network that can attract and retain users, thereby increasing revenue. This positive feedback loop is critical to long-term success. Click to read

2. The bull market is not over, but it will take a long time to find the bottom

In the past week, the crypto market has experienced the largest adjustment since Trump won the election. Although Bitcoin's decline was only 12%, the decline of many altcoins has been cut in half, and even the gains of some altcoins in this round of market have been completely wiped out. If the reason for not being pessimistic on December 10 is that the remaining heat of the bull market is still there, then the recent decline has undoubtedly completely destroyed the confidence of bulls. This also makes more and more investors convinced that the bull market is over. Click to read

3. PENGU’s expectations and future

Pudgy Penguins survived a series of events such as changing teams and the new team being fud, and it’s still alive Good. The key lies in the team's strong self-generation ability - using the Penguin IP to make money through a series of operations such as selling toys (the toys sell well), ensuring the long-term operation of the project, such as launching the Metaverse and issuing coins. One of the results of its operations. Click to read

4. Ten ways to find the leader in AI Agent

In less than a month, the market value of the entire AI Agent track project has reached tens of billions of dollars. Among them, the market value of Virtuals has reached US$3 billion, and the market value of ai16z, Fartcoin and others has reached US$1 billion. According to incomplete statistics from Foresight News, there are at least 14 cryptocurrencies related to AI Agent with a value of more than 100 million US dollars. Click to read

5. What crypto stocks are worth looking forward to in 2025?

Chatting with the co-portfolio manager of the long-time blockchain-focused Amplify Transformational Data Sharing ETF (BLOK) is a great conversation to have when researching cryptocurrency stocks. Dan Weiskopf told me he's more optimistic about 2025 now than he was about this year at the end of 2023. What's the main reason? As more pure-play cryptocurrency companies go public, investors are in for a “Crazy opportunity". Click to read