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Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
AI
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
As the Christmas rally narrative goes head-to-head with the ghost of the 2000 tech bubble, Wall Street's most difficult directional moment has quietly arrived. Deutsche Bank, citing nearly a century of data, is backing a year-end rebound, while BTIG warns using the collapse of the Philadelphia Semiconductor Index as a template—zero panic in the options market, only one sector oversold, two major tech earnings sold off, and a true flush-out that never happened. The answer may lie in this Friday's closing price.
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
On the eve of Binance's $6.3 billion hack, Vitalik had just warned of the fragility of centralized defense
Aggregator Hooks Bring External Liquidity into v4: What Is Uniswap Playing At?
Weekly Editor's Picks (0328-0403)
Top in-depth analysis articles and a recap of the week's hot topics.
2026-04-04
invest
Weekly Editor's Picks (0328-0403)
Forbes: Quantum Technology Threatens the Crypto Industry? More Likely an Opportunity
Quantum computing will not overturn blockchain, but it will force a reconstruction of its security system.
2026-04-03
Safety
BTC
technology
Forbes: Quantum Technology Threatens the Crypto Industry? More Likely an Opportunity
Gate Institutional Weekly Report: BTC Funding Rate Turns Positive, CEX TradFi Trading Volume Soars (March 23–29, 2026)
Over the past week, the market was primarily driven by escalating US-Iran tensions. WTI crude oil surged nearly 17%, reclaiming the $100 level, which pushed US Treasury yields higher (10Y to 4.44%), strengthened the US dollar, and led to a broad decline of over 6% in the crypto market, with the VIX index rising to 31. On the capital flow front, BTC and ETH ETFs saw net outflows of approximately $500 million mid-week, followed by a slight rebound. On-chain, Perp DEX TradFi trading volume rose to around $17 billion, while CEX TradFi perpetual trading hit a new high for the period; overall DEX volume retreated.
2026-04-03
BTC
ETH
Gate.io
Gate Institutional Weekly Report: BTC Funding Rate Turns Positive, CEX TradFi Trading Volume Soars (March 23–29, 2026)
From "Kimchi Premium" to Bithumb's Restructuring: An Interpretation of the Recent State of South Korea's Crypto Market
Market Structure or Information Gap? — Why South Korea's Crypto Market Frequently Leaves Global Traders "One Step Behind".
2026-04-03
exchange
finance
From "Kimchi Premium" to Bithumb's Restructuring: An Interpretation of the Recent State of South Korea's Crypto Market
CoinGlass: Q1 2026 Cryptocurrency Market Share Research Report
The overall market is progressing cautiously amid a recovery phase.
2026-04-03
exchange
currency
CoinGlass: Q1 2026 Cryptocurrency Market Share Research Report
2026-04-03
AI
Claude Code Quotas Vanish 20x Overnight, Official Response: "Use It Sparingly"
Two Acquisitions in One Day: OpenAI Buys "Narrative," Anthropic Buys "Barriers"
The two companies' valuations differ by more than twofold, yet they are vying for the same pool of investor capital.
2026-04-03
invest
AI
Two Acquisitions in One Day: OpenAI Buys "Narrative," Anthropic Buys "Barriers"
Has the Global Central Bank "Gold Hoarding Era" Ended?
A survey shows 62% of central banks follow a "buy and hold" strategy, with only 4.5% making short-term tactical adjustments; official sectors will not act like news-driven traders.
2026-04-03
policy
currency
Has the Global Central Bank "Gold Hoarding Era" Ended?
Deepcoin Partners with Polymarket to Officially Launch "Event Contracts" Feature
On February 26th this year, Deepcoin became the first centralized exchange to establish a formal partnership with Polymarket.
2026-04-03
exchange
Deepcoin
Deepcoin Partners with Polymarket to Officially Launch "Event Contracts" Feature
X Takes Strong Action: First Crypto Post Tweets to Be Automatically Locked, Requiring Identity Verification to Unlock
The automatic locking of first crypto posts is just one part of X's anti-scam strategy.
2026-04-03
Safety
X Takes Strong Action: First Crypto Post Tweets to Be Automatically Locked, Requiring Identity Verification to Unlock
Stop Betting on Gut Feelings: AI Is "Picking Up Money" on Polymarket
Polymarket is the wallet, Claude is the brain, Perplexity is the eyes.
2026-04-03
AI
Prediction Market
Stop Betting on Gut Feelings: AI Is "Picking Up Money" on Polymarket
$24 Billion Underground River: The Collapse of Huiwang Guarantee
The core member of the Crown Prince Group, Li Xiong, was escorted back to China, marking the end of an underground financial empire that thrived on Telegram.
2026-04-03
stable currency
currency
$24 Billion Underground River: The Collapse of Huiwang Guarantee
Claude Code Exposed: More Than Just 510,000 Lines of Code
The leak of Claude Code this time stemmed from the npm package publication. Anthropic inadvertently included the cli.js.map file. External parties used this file to extract over 512,000 lines of code. It contained over forty tool modules, indicating that many tasks are already being executed by more specialized tools. There was also a 46,000-line QueryEngine, which acts as the central dispatcher, specifically designed to schedule tasks. Furthermore, the code revealed several previously undisclosed features, such as Buddy, Kairos, and Auto Mode.
2026-04-03
AI
Claude Code Exposed: More Than Just 510,000 Lines of Code
Tiger Research: Analysis of the Current State of Retail Investors in Nine Major Asian Markets
We analyzed the entry barriers in nine Asian markets with the largest potential user bases and the corresponding measures taken by exchanges.
2026-04-03
exchange
finance
invest
currency
Tiger Research: Analysis of the Current State of Retail Investors in Nine Major Asian Markets
Tether Executive Takes Helm of Second-Largest Crypto PAC, $300 Million Bet on Midterm Elections
During a critical window for legislative maneuvering, political funds are being deployed to safeguard industry interests.
2026-04-03
stable currency
USDT
Tether Executive Takes Helm of Second-Largest Crypto PAC, $300 Million Bet on Midterm Elections
MSX Q1 Review and Q2 Outlook: Grasping the Main Theme of U.S. Stocks, A Methodology for Precise Stock Selection
MSX launched 39 new targets in Q1, with 38 achieving positive returns and an average gain of 37.6%, covering five main themes: Aerospace & Defense, Energy & Resources, AI Hardware, Optical Communications, and Regional Allocation.
2026-04-03
invest
industry
AI
MSX Q1 Review and Q2 Outlook: Grasping the Main Theme of U.S. Stocks, A Methodology for Precise Stock Selection