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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?
How was Backpack's staking token-to-equity conversion established?
Backpack is charting an unverified path, requiring a delicate balance between regulators, equity holders, and token stakers.
2026-02-25
exchange
SEC
FTX
How was Backpack's staking token-to-equity conversion established?
The Path of Silicon-Carbon Co-governance for a Crypto Company — Cobo's Internal AI Transformation
Since we can't transform the client world yet, let's start by transforming ourselves.
2026-02-25
AI
The Path of Silicon-Carbon Co-governance for a Crypto Company — Cobo's Internal AI Transformation
Ray Dalio: The Light of the Grand Investment Cycle
My goal is simply to see and understand what has happened in the past, and then do my best to show it to you.
2026-02-25
invest
Ray Dalio: The Light of the Grand Investment Cycle
BTC Starts the Year on a Sour Note, Plunging and Then Drifting Lower; Is the Market Bottoming?
Historical experience suggests that such high-volume selling often coincides with the end of forced liquidations, indicating the most intense phase of this downturn may soon be over.
2026-02-25
BTC
BTC Starts the Year on a Sour Note, Plunging and Then Drifting Lower; Is the Market Bottoming?
Ten Minutes Before Luna's Crash, Market Maker Jane Street Exited Perfectly at the "Right Moment"
"The gentry's money is returned in full, the commoners' money is split 30-70." Reality is even more brutal than the movies.
2026-02-25
Terra
Ten Minutes Before Luna's Crash, Market Maker Jane Street Exited Perfectly at the "Right Moment"
Zuckerberg Re-enters the Stablecoin Arena, but the Times Have Changed
Libra was ahead of its time, and its grand vision from back then has now faded into obscurity.
2026-02-25
stable currency
finance
Libra
Facebook
Zuckerberg Re-enters the Stablecoin Arena, but the Times Have Changed
BitMart Launches AMM Automated Market Making Tool, Introducing New Liquidity Yield Method
You provide the capital, the system automatically places orders for you, the market generates trades, and you receive a share of the transaction fees.
2026-02-25
invest
BitMart Launches AMM Automated Market Making Tool, Introducing New Liquidity Yield Method
A Memo from 2028: AI Will Bring a Super Economic Crisis Sweeping the World
We still hold hope, but we cannot deny that reasons for pessimism are accumulating.
2026-02-25
AI
A Memo from 2028: AI Will Bring a Super Economic Crisis Sweeping the World
Starting from HyperLiquid: What Kind of Exchange Does RWA Truly Need?
The real exit is structural migration, not emotional venting; it's about being accepted, not being hyped. The next phase for RWA is not a breakout point, but an access point; not a traffic funnel, but an institutional gateway.
2026-02-25
exchange
finance
DEX
RWA
Starting from HyperLiquid: What Kind of Exchange Does RWA Truly Need?
Gary Yang: AI-Fi Financial Chips and Global Finance After the Openclaw Singularity
This article centers on the AI singularity effect triggered by Openclaw, exploring the structural changes resulting from the convergence of AI and Crypto. It proposes frameworks such as "memory layer-driven Agent systems," "AI-Fi," and "financial chips," predicting that financial forms, social structures, and geopolitical foundations will be reshaped. After the singularity, an even more intensive phase of transformation will begin, where time and response efficiency will become the core competitive variables.
2026-02-25
finance
AI
Gary Yang: AI-Fi Financial Chips and Global Finance After the Openclaw Singularity
Ondo and Binance Join Forces to Expand Tokenized Stock Investment Channels for Hundreds of Millions of Binance Users
Currently, ten tokenized stocks, ETFs, and commodity-linked products issued by Ondo have been listed on the Binance Alpha platform.
2026-02-24
invest
Binance
Ondo and Binance Join Forces to Expand Tokenized Stock Investment Channels for Hundreds of Millions of Binance Users
When Teams Hedge Risks with Prediction Markets, a Trillion-Dollar Financial Market Emerges
Prediction markets function more like a direct, functional insurance layer operating on top of publicly available probabilities.
2026-02-24
Prediction Market
When Teams Hedge Risks with Prediction Markets, a Trillion-Dollar Financial Market Emerges
Conversation with Michael Saylor: Most People Don't Understand, Strategy's Holding Cost Has No Substantive Meaning
If we have a 10 to 30-year time window to prove ourselves right, then our average purchase price actually has no substantive impact.
2026-02-24
BTC
Conversation with Michael Saylor: Most People Don't Understand, Strategy's Holding Cost Has No Substantive Meaning
2026-02-24
BTC
ETH
stable currency
invest
Strategy
DAT
Crypto Stock Barometer | MicroStrategy's Average BTC Holding Cost Declines for First Time in 2.5 Years; Bitcoin Miner IREN to be Included in MSCI US Index (February 24)
Why Do 85% of Token Launches Ultimately Become Expensive "Funerals"?
Most people go to a fight, but only prepare for a ribbon-cutting ceremony.
2026-02-24
invest
Why Do 85% of Token Launches Ultimately Become Expensive "Funerals"?