1. Chain Abstraction Status: Overview of Solutions and Related Projects

The crypto industry is full of changes, and one of the few constants is the growing number of blockchains. Whether it is Ethereum L2, application chain, or alt L1, there seems to be a large number of new blockchains emerging one after another. Click to read

2. Pantera founder: The political hub of blockchain - having a president who is aligned with the interests of the crypto community

I never understood why there was opposition. Who is the opponent? I mean, who besides Senator Warren would vote against providing financial inclusion to everyone on the planet who has a smartphone? It doesn't make sense. Click to read

3. Pantera: We are entering the second phase of the bull market

At the mid-year point, we wanted to take a moment to share our thoughts on the market rhythm so far this year. After a rapid rise at the beginning of the year, digital asset prices retreated in the second quarter. Every period of strong performance is followed by a period of consolidation. Inevitably, during this period, some people will throw in the towel and start calling for the end of the cycle, especially in an asset class that is more volatile than most. While digital asset prices have seen some recovery in July, we wanted to provide our perspective on what happened and why we remain bullish on the future.Click to read

4. Binance Semi-annual Report: DeFi Market Dynamics: Staking, Lending, Derivatives

Following a slight increase in 2023, the market recovered significantly in the first half of 2024, providing a positive impetus for decentralized finance ("DeFi"). The overall market boost has attracted a large amount of capital to flow into DeFi, pushing the total locked value ("TVL") this year from $54.4 billion at the beginning of the year to $94.1 billion, a sharp increase of 72.8% year-to-date ("YTD"). Click to read

5. How does the dollar tide and halving affect Bitcoin?

In the early days of the cryptocurrency market, the bull and bear markets of Bitcoin strictly followed the halving cycle every four years. However, as Bitcoin continues to merge with the US dollar market, the impact of US dollar liquidity has become an issue that cannot be ignored. In the long term, we look at US dollar liquidity, and in the short term, we cannot ignore the impact of AI on the capital side. The market has been under multiple changes recently: 1) The US interest rate cut will come and go; 2) The impact of the increased probability of Trump's election on the sentiment side; 3) The six-month consolidation period after the halving; 4) The liquidity released by the correction of the US stock technology sector. This article takes BTC as a global all-weather trading risk asset and discusses its fluctuations before and after the interest rate cut inflection point and before and after the halving.

As for the first three halvings, it seems that the halving cycle and the bull and bear cycle are perfectly matched mechanically. Click to read