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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?
In-depth analysis of StarkWare: Want to build a ZK "universe"?
StarkNet shows the promise of scaling Ethereum using ZK-rollup.
2022-07-05
ETH
Layer 2
In-depth analysis of StarkWare: Want to build a ZK "universe"?
Weekly Editors' Picks Weekly Editors' Picks (0625-0701)
High-quality in-depth analysis articles and weekly hot spots.
2022-07-02
DeFi
ETH
Layer 2
Web3.0
invest
Weekly Editors' Picks Weekly Editors' Picks (0625-0701)
Bankless: Five Crypto Trends to Watch in the Second Half of 2022
Ethereum Merger, L2 Scaling, Rise of Cosmos, ERC-4626, and More Macro Uncertainty
2022-07-01
Cosmos
ETH
Layer 2
Bankless: Five Crypto Trends to Watch in the Second Half of 2022
What potential centralization risks will Ethereum face after the merger?
The Ethereum merger will bring new centralization problems to Ethereum.
2022-07-01
ETH
What potential centralization risks will Ethereum face after the merger?
StarkWare: The best team for Ethereum expansion, is $8 billion overestimated?
What if Vitalik is wrong? Have we all had unrealistic expectations of Layer 2 narratives?
2022-07-01
ETH
Layer 2
StarkWare: The best team for Ethereum expansion, is $8 billion overestimated?
Nansen Review Encryption Giant Self-Saving: How to Stop Ten Billion Dominoes from Collapsing
What did Three Arrows, Celsius, Amber Group, and other giant whale wallets do before and after the stETH incident?
2022-06-29
DeFi
ETH
Nansen Review Encryption Giant Self-Saving: How to Stop Ten Billion Dominoes from Collapsing
Founder of Pangea: Why do I think there are huge short-selling opportunities in the future market?
I believe there is a huge short opportunity for $ETH near $1200 in the next 2 months.
2022-06-29
ETH
invest
Founder of Pangea: Why do I think there are huge short-selling opportunities in the future market?
Vitalik: The road to account abstraction in Ethereum
ERC-4337‌ This alternative, which does not require any consensus changes, has made a lot of progress.
2022-06-28
ETH
Vitalik
Vitalik: The road to account abstraction in Ethereum
Upcoming Ethereum Hard Fork: Difficulty Bomb Delayed, No Action Required for Users
The difficulty bomb will be delayed until mid-September.
2022-06-28
ETH
Upcoming Ethereum Hard Fork: Difficulty Bomb Delayed, No Action Required for Users
2022-06-27
BTC
ETH
Why do we say "2022 is the worst bear market in the history of digital assets"?
2022-06-27
BTC
ETH
NFT
public chain
Foresight Ventures Weekly Market Report: The domino effect has eased, will the poles come to fruition?
Weekly Editors' Picks Weekly Editors' Picks (0618-0624)
High-quality in-depth analysis articles and weekly hot spots.
2022-06-25
ETH
GameFi
USDT
Safety
invest
Weekly Editors' Picks Weekly Editors' Picks (0618-0624)
Why did dYdX choose to "escape" from Ethereum and embrace Cosmos?
This may be the first time that a well-known Ethereum-native DeFi application in the industry chose to flee.
2022-06-23
dYdX
ETH
Why did dYdX choose to "escape" from Ethereum and embrace Cosmos?
Messari: How do you see the future of Ethereum "Rollup-centric"?
Rollups solutions must prioritize lower execution costs, cross-layer interoperability, and user privacy.
2022-06-23
ETH
Layer 2
Messari: How do you see the future of Ethereum "Rollup-centric"?
Let’s talk about the discount of stETH-stETH’s pricing, liquidity and risk
What exactly is Celsius's massive stETH holding? Is the price of stETH at risk of a death spiral?
2022-06-22
ETH
Let’s talk about the discount of stETH-stETH’s pricing, liquidity and risk