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CoinW研究院
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CoinW Research Weekly Report (Issue: 2026.2.16 - 2026.2.22)
The total global cryptocurrency market capitalization is $2.30 trillion, down approximately 4.95% from last week's $2.42 trillion.
2026-02-24
ETH
public chain
stable currency
DeFi
USDC
Solana
BNB
Sui
Meme
CoinW Research Weekly Report (Issue: 2026.2.16 - 2026.2.22)
Vitalik Questions Rollups, Can Aztec Stand Out with Controllable Privacy?
Compared to the mainstream L2 performance competition route, Aztec has chosen a differentiated path of private execution, giving it strong uniqueness within the Ethereum ecosystem. However, its long-term value still depends on whether privacy demand becomes mainstream, as well as the evolution of key variables such as regulation, technical performance, and ecosystem expansion.
2026-02-13
ETH
public chain
blockchain
DeFi
RWA
Vitalik Questions Rollups, Can Aztec Stand Out with Controllable Privacy?
What is the trending ai.com? Could it potentially launch a token?
ai.com is an AI agent that officially opened its Beta testing on February 9.
2026-02-12
AI
What is the trending ai.com? Could it potentially launch a token?
CoinW Research Weekly Report (Issue 2026.2.2 - 2026.2.8)
The total global cryptocurrency market capitalization is $2.48 trillion, down 8.15% from $2.70 trillion last week.
2026-02-09
public chain
stable currency
invest
DeFi
currency
Solana
BNB
airdrop
Prediction Market
CoinW Research Weekly Report (Issue 2026.2.2 - 2026.2.8)
From AI Agents to On-Chain Permission Boundaries: What is ERC-8004 Changing?
ERC-8004 does not define new assets nor alter how transactions or payments are executed. Instead, it attempts to establish a permission model for on-chain behaviors that can be understood and validated by the system, turning authorization itself into an object that is describable, constrainable, and manageable.
2026-02-07
USDC
AI
RWA
Account Abstract
x402
From AI Agents to On-Chain Permission Boundaries: What is ERC-8004 Changing?
CoinW Research Weekly Report (Issue 2026.1.26 - 2026.2.1)
The total global cryptocurrency market capitalization is $2.7 trillion, down approximately 11.5% from last week's $3.05 trillion.
2026-02-06
BTC
public chain
stable currency
CoinW Research Weekly Report (Issue 2026.1.26 - 2026.2.1)
MOLT Plummets, Is the AI Agent Carnival Over? Can MOLT Stage Another Comeback?
Moltbook has recently gained rapid popularity, but its associated token has plummeted nearly 60%, leading the market to question whether this social frenzy led by AI Agents is nearing its end.
2026-02-06
AI
MOLT Plummets, Is the AI Agent Carnival Over? Can MOLT Stage Another Comeback?
Structure, Risks, and New Cycle of On-Chain Lending Markets
On-chain lending functionality is gradually transforming, evolving from its early tool-like attribute primarily focused on leverage towards becoming a fundamental infrastructure for capital allocation. On-chain lending has become a crucial component of the DeFi ecosystem.
2026-01-29
DeFi
Compound
Aave
Structure, Risks, and New Cycle of On-Chain Lending Markets
Stock Perpetual Contracts: The New Battleground and Competitive Landscape for Perp DEX
The future of stock perpetuals will be shaped by both the push of market demand and the constraints of regulatory boundaries. Ultimately, the platforms that can best balance the pace of innovation with a path to compliance are the most likely to become the dominant players in the next phase of the on-chain derivatives market.
2026-01-29
blockchain
finance
invest
USDT
DEX
Chainlink
Oracle
technology
RWA
Perp DEX
Stock Perpetual Contracts: The New Battleground and Competitive Landscape for Perp DEX
CoinW Research Weekly Report (Issue: 2026.1.19 - 2026.1.25)
The total global cryptocurrency market capitalization is $3.05 trillion, down 5.27% from last week's $3.22 trillion.
2026-01-29
stable currency
Solana
BNB
airdrop
AI
BNB Chain
CoinW Research Weekly Report (Issue: 2026.1.19 - 2026.1.25)
Missed the CoinList Launch? Don't Panic! A Detailed Guide on Participating in Rainbow's On-Chain Auction on Uniswap
Rainbow is a decentralized wallet based on the Ethereum ecosystem, supporting features like cross-chain asset management, DEX trading aggregation, NFT browsing, and interaction. It emphasizes user self-custody of private keys and a high-quality on-chain experience.
2026-01-29
wallet
Missed the CoinList Launch? Don't Panic! A Detailed Guide on Participating in Rainbow's On-Chain Auction on Uniswap
Panoramic Interpretation of the Restaking Sector: Opportunities, Risks, and Restructuring
The restaking sector is currently in a phase of structural adjustment following the subsiding of the initial frenzy. Centralization of power, layered risk accumulation, and constraints on TVL growth have become unavoidable practical limitations. Leading projects like EigenCloud are proactively seeking change by introducing cross-domain directions such as AI computing resources, aiming to reduce reliance on a single staking narrative and attempting to reshape their positioning within the infrastructure layer.
2026-01-19
Restaking
Panoramic Interpretation of the Restaking Sector: Opportunities, Risks, and Restructuring
CoinW Research Weekly Report (Issue: Jan 12, 2026 - Jan 18, 2026)
The total global cryptocurrency market capitalization reached $3.22 trillion, up approximately 0.94% from $3.19 trillion last week.
2026-01-19
invest
CoinW Research Weekly Report (Issue: Jan 12, 2026 - Jan 18, 2026)
Iran's Digital Blockade Record: When Banks Shut Down, USDT Became the Only Liquid Money
Recently, Iran has once again become the focus of attention. Against the backdrop of nationwide protests, the Iranian government implemented extensive internet and communication control measures on the evening of January 8. That night, Iran's external network connectivity dropped significantly within hours, with mobile data and fixed broadband services disrupted in most regions.
2026-01-16
stable currency
currency
USDT
Musk
Iran's Digital Blockade Record: When Banks Shut Down, USDT Became the Only Liquid Money
From Venezuela and Iran's Turmoil, How Stablecoins Became a "Second Monetary System"
Stablecoins offer not higher returns, but an alternative channel independent of the domestic financial system for payments, settlement, and temporary value storage.
2026-01-14
Safety
stable currency
finance
invest
policy
currency
From Venezuela and Iran's Turmoil, How Stablecoins Became a "Second Monetary System"