1. Polymarket: A US election-driven success story

Gambling culture has grown significantly over the past decade, driven by social, technological and economic factors. By viewing the rise of gambling culture as a macro trend, we can better understand the rise of Polymarket. Click to read

2.Grayscale: Why is Ethereum underperforming? How will the market behave in the future?

Cryptoassets and the broader financial market experienced a period of uncertainty on August 2 ( After falling sharply from Friday to Monday, August 5, prices stabilized mid-week (Figure 1). Although major token prices generally have low correlations with other asset classes, volatility in traditional markets can affect cryptocurrency valuations. Click to read

3. From Web2 to Web3: The next evolutionary wave of Marketplace

The past twenty years In 2016, with the rise of e-commerce, the explosive growth of social media, and the popularity of mobile Internet, the Web2 market platform has experienced remarkable development. Craigslist was launched in 1995 and used a simple and efficient listing method to connect various needs, from community events to housing rentals to jobs and services. Subsequently, online platform giants emerged rapidly one after another, simplifying the transaction process, connecting supply and demand more efficiently, rapidly expanding in their respective fields with network effects, replacing Craigslist's many categories, and creating new products through specialization and segmentation. New business models and services. Airbnb has subverted the accommodation industry, Redfin has reshaped the real estate market, and Indeed and LinkedIn have completely changed the way job recruitment is done. Every time people’s lifestyle changes and technology upgrades, leading companies will always emerge in the market platform field. By providing unprecedented supply and demand linkage efficiency, it completely changes the consumer experience and achieves a powerful flywheel effect and a deep moat. Click to read

4. Say goodbye to high valuation bubbles: explore a more sustainable token issuance model

The main factor hindering mainstream blockchain adoption remains the common perception that the space remains too speculative. To build a sustainable ecosystem and attract more users, protocols must fundamentally rethink how tokens are distributed. The focus must shift from inflated valuations and speculative price behavior to long-term utility and transparency. Click to read

5. WBTC caused a huge shock

Overnight BTC continued to recover slightly to 61- 62k interval. Hey, the dawns here are quiet. The shorts have lost their illusions, and the bulls have lost their temper. Maybe five years from now, there will be a joke circulating in the industry: I have a friend who is still waiting for 20,000 BTC. Jiaolian saw on the Internet that some netizens firmly believe that BTC will fall back to 20,000 dollars, or even 10,000 dollars. In fact, if you can see 10,000 knives, you can see 1,000 knives; if you can see 1,000 knives, you can see 100 knives, 10 knives, 1 knives... On the road to bearishness, you are not alone, and there is no end. . Click to read