《Messari: Crypto Theses for 2026》
This summary highlights the core findings of Messari’s "Crypto Theses for 2026," which signals a fundamental transition from a speculative "storytelling" phase to a "Report Card" era focused on real revenue and fundamentals
《Messari: Crypto Theses for 2026》
This summary highlights the core findings of Messari’s "Crypto Theses for 2026," which signals a fundamental transition from a speculative "storytelling" phase to a "Report Card" era focused on real revenue and fundamentals
《Bitwise: 10 Crypto Predictions for 2026》
The report's central thesis is the end of the traditional four-year halving cycle. Previously driven by retail leverage and halving events, the market is shifting toward a macro-driven model where consistent ETF inflows smooth out volatility and blur bull-bear boundaries. Bitwise predicts that ETF demand will exceed 100% of the new supply for BTC, ETH, and SOL, leading to a permanent "spot hunger"
《Bitwise: 10 Crypto Predictions for 2026》
The report's central thesis is the end of the traditional four-year halving cycle. Previously driven by retail leverage and halving events, the market is shifting toward a macro-driven model where consistent ETF inflows smooth out volatility and blur bull-bear boundaries. Bitwise predicts that ETF demand will exceed 100% of the new supply for BTC, ETH, and SOL, leading to a permanent "spot hunger"
From an ETF perspective, a further correction is highly likely.
It's not yet a bear market; we're currently in a mid-term correction and repricing phase.
From an ETF perspective, a further correction is highly likely.
It's not yet a bear market; we're currently in a mid-term correction and repricing phase.
From a stability perspective, 80,000 is far from the bottom of the bear market.
Judging from the stability ratio of market capitalization, the market is not yet in a bear market, and 80,000 is far from the bottom of the bear market.
From a stability perspective, 80,000 is far from the bottom of the bear market.
Judging from the stability ratio of market capitalization, the market is not yet in a bear market, and 80,000 is far from the bottom of the bear market.
Hong Kong Monetary Authority Sandbox Deconstructing the Compliance Structure Behind 100 Million Yuan Fundraising(Part 1 of a three-part series on China's risk-weighted assets)
This report is the second in a three-part series exploring the on-chain path and ecosystem of China's real assets (RWAs). This study examines the Langxin Technology charging pile RWA project and the on-chain characteristics of standard Chinese industrial assets. This series also includes an examination of non-standard Chinese agricultural assets (Malu grapes) and overseas financial products (Wengduo Finance) to fully understand the landscape of China's risk-weighted assets.Subscribe...
Hong Kong Monetary Authority Sandbox Deconstructing the Compliance Structure Behind 100 Million Yuan Fundraising(Part 1 of a three-part series on China's risk-weighted assets)
This report is the second in a three-part series exploring the on-chain path and ecosystem of China's real assets (RWAs). This study examines the Langxin Technology charging pile RWA project and the on-chain characteristics of standard Chinese industrial assets. This series also includes an examination of non-standard Chinese agricultural assets (Malu grapes) and overseas financial products (Wengduo Finance) to fully understand the landscape of China's risk-weighted assets.Subscribe...
