1.Pantera: The Road to Crypto Adoption Where will the next 100x opportunity appear?

What will the path to mainstream cryptocurrency look like? When you put aside the noise and guesswork, this is the most important question. As investors, our job is to explore the path to adoption because that's where we'll find the next 100x opportunity. But the best venture capitalists don’t predict the future. They see the present very clearly. Regarding the year ahead, one thing is clear: 2025 will be a turning point for the crypto industry. Click to read

2. Pantera founder: The impact of the US election has not yet been fully understood and has not been priced in Bitcoin

We believe that the old Wall Street adage "buy the rumor, sell the rumor" News (Buy The Rumor, Sell The News) “does not apply to the launch of a spot Bitcoin ETF, although it worked well in the days when CME Bitcoin futures went live and Coinbase went public. Click to read

3. Understand the three major concepts of DeFAI, DeSci and DePIN in one article

"Bull market creates concepts", as the bull market kicked off in November last year, BTC exceeded 10 Thousands of people, combined with more and more technological advancements, the concept of AI+Web3 makes us dizzy. The rapid iteration of related concepts and the breadth of imagination have made sleep gradually become a luxury product. Recently, my good friend Renée released a video about DeSci, which has attracted a lot of money. Is this the beginning of a revolution and breaking out of the circle, or is it just another cloud? This gave me the motivation to explain DePIN, DeSci and DeFAI in the simplest possible language. Click to read

4. CoinShares Research Director: The FOMO effect of Bitcoin strategic reserves

We believe that the passage of the "Bitcoin Act" will have a greater impact on Bitcoin than the launch of ETFs Have a more profound long-term impact. While ETP inflows reached a record $44.2 billion in 2024, more than four times that of any previous year, indicating the success of ETF launches, we have yet to see a significant increase in interest from institutional investors in Bitcoin as an asset class. . Click to read

5. The cycle of the crypto market: what causes the market to rise and fall

It is obvious that the reason why the market rises is the inflow of new funds into the market. From now on, I will discuss the concept of new money flowing into the market in relation to the "wealth effect". We should all want the crypto industry to create real value (wealth) in the world and share in the fruits of monetary expansion. This can be achieved in several ways. Click to read