1. If you want to introduce users to Web3, free their hands first

When we think about how to attract traffic from Web2, some people have already explored the entrance to Web2 - mobile phones. At present, there are two major channels that continuously introduce users to Web3, namely GameFi based on Telegram and DePin based on Solana mobile phones. The former is a reusable Web2 channel. After the CEX drainage is completed, GameFi's next hype will be for dApps that are eager for traffic. Web3 mobile phones also have a broader imagination space. Mobile phones are not only a communication tool, but also an important carrier of financial transactions. Through mobile payment and banking applications, people can manage funds, pay bills and invest in financial management anytime and anywhere, which greatly improves the convenience of finance. At the same time, mobile phones are also the guardians of personal privacy, carrying sensitive personal data such as social records, photos, and health information. Therefore, security has become the core focus. The fingerprint recognition, facial recognition, encryption technology and other functions integrated in the device provide users with higher privacy protection and security. In such a highly digital era, mobile phones are not only tools, but also an extension of digital identity. Click to read

2. Pantera Partner: Understand the cross-chain intention clearing layer Everclear

Currently, there are dozens of active L1s, and with the emergence of rollup services, the number of L2s has also exploded. Reducing the trade-offs of transferring cryptocurrencies across chains, unlocking value for all chains, improving user experience, and creating narrower spreads for users is a much-needed feature for the growth of users, applications, and protocols on these chains. Bridges are how users can transfer assets and liquidity across chains. This is critical for price stability on the chain and, more importantly, providing consumers with competitive spreads. Current crypto bridges face the trilemma of being fast, low-cost, and permissionless. Click to read

3. Why the Fed chose to cut interest rates sharply

Jay Powell made clear what he believes the Fed’s mission is as the US economy recovers from a severe inflationary shock in his speech at Jackson Hole last month. "We will do everything we can to support a strong labor market as we move further toward price stability," the Fed chairman said at the foot of the Teton Range in Wyoming.Click to read

4. Understand the logic of DLP, the core architecture of the AI+Web3 project Vana

At this stage, the entire cryptocurrency industry has only three bonus tracks: AI, TG and Meme, and VCs cannot enter the latter two. In addition, the cryptocurrency industry was too profitable in the last cycle. A16Z, Paradigm, and Polychain easily raised a lot of money and are waiting to invest it. So now they can only squeeze into AI madly. Therefore, from the perspective of financing digestion capacity, except for the large public chains, AI has taken over all these funds. For example, in addition to Sahara that I talked to you about before, Vana has just officially announced that it has obtained investment portfolios from Paradigm, Coinbase, and Polychain. Click to read

5. The impact of the Fed's rate cut on Bitcoin

On September 18, 2024, the Federal Reserve cut interest rates by 50 basis points (bps), lowering the federal funds rate to between 4.75% and 5%. The rate cut exceeded the expected 25 basis points, indicating that the Fed's concerns about the health of the US economy have deepened.For Bitcoin, a unique asset that is seen as a hedge against central bank mismanagement, this decision brings both opportunities and short-term risks. Click to read