Earlier this week, we published a typical VC article introducing the Multicoin investment team in 2025 Looking forward to new areas of focus. In the spirit of Jeff Bezos’s famous quote, we feel it’s equally important to highlight some of the trends that we often take for granted, but which are quietly building up and providing a stable basis for our investments. Click to read
2. Pantera partners: Three major projects will help you understand the DePin trackDecentralized physical infrastructure network (DePin) is a combination of blockchain and The combination of infrastructure networks is currently used in industries such as energy, telecommunications, storage, artificial intelligence, and data collection. Click to read
3. 5 indicators to watch in 20252024 is likely to be the most exciting year in the history of the crypto industry. Crypto activity and usage hit all-time highs. Blockchain infrastructure has been significantly improved and transaction fees have been reduced. Stablecoins have found product-market fit. The inevitable intersection of crypto and artificial intelligence is becoming clearer. Bitcoin and Ethereum ETPs approved. The legislative and regulatory environment now provides a positive path forward for the industry. All of which sets the stage for another exciting year. Click to read
4. Micro-Strategy’s Bitcoin Debt Cycle: A Move of Genius or a Risky Gamble?MicroStrategy co-founder Michael Saylor has adopted an aggressive Bitcoin acquisition strategy that onlookers believe is either a stroke of genius or a reckless gamble. The latter warned that MicroStrategy’s heavy reliance on volatile assets such as Bitcoin is fraught with risks. A sharp decline in the price of Bitcoin could put pressure on a company's balance sheet, exacerbating financial stress and possibly impairing its ability to repay debt or raise additional capital. Click to read
5. What is the biggest risk of Bitcoin?For many years, there has been a saying in the encryption field: "The biggest risk of Bitcoin is the inability to hold it." In essence, "the inability to hold it" is a result of poor cognition and information. question. Sixteen years have passed since the birth of the Bitcoin genesis block, and many people still feel that Bitcoin is “ethereal” and are worried. Rather than discussing "what is the biggest risk of Bitcoin", it is better to discuss whether people's biggest worries about the existence of Bitcoin are unnecessary... Click to read