On November 26, in response to the recent feedback from the crypto community, Pump.fun’s live broadcast content involves various sensitive Illegal themes, such as violence, drug abuse, pornography, etc. The platform finally issued an announcement stating that it would indefinitely suspend the live streaming function on the website until the review infrastructure is ready. Click to read
2. A look at the 15 years of entrepreneurial spirit in listed companies holding coinsAs of now, listed companies have held more than 500,000 Bitcoins, worth approximately 48 billion US dollars, accounting for 2.422% of the total Bitcoin supply. Institutional investors’ acceptance of Bitcoin has increased significantly. By including Bitcoin on their balance sheets, these companies not only promote the legalization and market recognition of Bitcoin, but also provide impetus 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 value. However, the financial conditions of these companies are closely related to Bitcoin price fluctuations and face potential market risks. Click to read
3. Starting from Trump 2.0, more than 5 cabinet members are "coin speculators"It has only been two weeks since Trump was elected. 2.0 The cabinet team has been nominated. Among its members are not only Bitcoin believers, but also altcoin and Dogecoin supporters. This article will give you a quick overview of the Trump 2.0 team and its stance on cryptocurrency. Click to read
4. In-depth analysis of the opportunities and risks of MicroStrategy - Davis Double Click and Double KillLast week we discussed Lido’s benefits from changes in the regulatory environment potential, I hope it can help everyone seize this wave of Buy the rumor trading opportunities. There is a very interesting theme this week, which is the popularity of MicroStrategy. Many seniors have commented on the company's operating model. After digesting and studying it in depth, I have some opinions of my own that I hope to share with you. I think the reason for the rise in MicroStrategy's stock price is due to the "Davis Double Click", a business design to purchase BTC through financing, binding the value-added of BTC to the company's profits, and obtaining financial leverage through an innovative design that combines traditional financial market financing channels. This gives the company the ability to exceed the profit growth brought about by the appreciation of the BTC it holds. At the same time, with the expansion of its holdings, the company has certain BTC pricing power, further strengthening this profit growth expectation. And the risk is also here. When the BTC market fluctuates or reverses, the profit growth of BTC will stagnate. At the same time, it will be affected by the company’s operations.Affected by expenditure and debt pressure, MicroStrategy's financing capacity will be greatly reduced, which will in turn affect its profit growth expectations. Unless there is new help to further push up the price of BTC, the positive premium of MSTR's stock price relative to its BTC holdings will quickly converge. This process This is the so-called "Davis Double Play." Click to read
5. Does DeSci need Meme coins?Does DeSci need MeMe coins? Does MeMe Coin require DeSci? Can DeSci really be as disruptive an innovation as DeFi? During this period, I lurked in the unconscious abyss of on-chain PVP and observed for a long time the interpretation and unfolding of DeSci narrative in the phenomenal world. Click to read