Analyze the current investment logic based on the latest data.

Net assets in 2026 may range between 500 million dollars and 1.2 billion dollars.

One cannot use macro narratives like "golden rotation" to determine whether Bitcoin has reached its bottom; the real signals close to the bottom will only appear amidst position clearing and extreme pessimism in sentiment.

At the turn of the year, we bid farewell to the old and welcome the new. In this moment of transition, we are pleased to share with everyone the "Top Ten Industry Trends in Blockchain for 2026," produced jointly by the research team at SNZ Holding and the Nanyang Technological University Center for Computational Finance and Technology (NTU-CCTF) — now officially released! (Read the full report) Looking back from the beginning of 2026, Web3 is undergoing a profound transformation: shifting from early speculative experiments to verifiable financial infrastructure. Stablecoins are no longer just a unit of account in the cryptocurrency market, and are being widely discussed...

When on-chain lending becomes significantly cheaper than traditional lending in end-to-end operations, adoption is not an issue, but rather an imperative.

Behind the sideways fluctuations of Bitcoin's price, there is an intense exchange of views among Wall Street analysts, on-chain experts, and trading veterans regarding the bottom support level. After experiencing a corrective rebound from around $60,000, Bitcoin has been consolidating in the $70,000 range for several consecutive days, and market sentiment has become confused. In a silent liquidation at the beginning of the year, the total liquidation amount across the crypto market exceeded $2.58 billion within 48 hours, and Bitcoin's price briefly fell below the $76,000 mark. Now, investors are

Tomasz Stańczak, the co-executive director of the Ethereum Foundation, announced that he will step down at the end of this month. This comes just 11 months after he and Hsiao-Wei Wang jointly took over from the long-serving Aya Miyaguchi to form a new leadership core.

The macro director of Fidelity stated that the bottom of the Bitcoin bear market may have formed and expects a new bull market to begin. Data from Coinbase shows retail investors increasing their holdings of BTC and ETH. The probability of the Federal Reserve keeping interest rates unchanged in March has risen to 93%.

The asset manager overseeing more than $900 billion assets may buy up to 90 million MORPHO tokens as part of a partnership to support DeFi credit market, it said.

Several leaders in Hong Kong announced efforts to advance the region\\\'s regulatory environment.

Rampant speculation on crypto derivatives platforms is fueling volatility and risking bitcoin’s image as a stable hedge, says BlackRock’s digital assets chief.

The difference in futures basis between CME and Deribit reflects varying risk appetite across regions.

Original author: Todd Wenning Original translation: Deep Tide TechFlow Introduction: Academic financial theory categorizes risk into systematic risk and idiosyncratic risk. Similarly, stock pullbacks are divided into two types: market-driven systematic pullbacks (such as the 2008 financial crisis) and company-specific idiosyncratic pullbacks (such as the current software stock crash driven by AI concerns). Todd Wenning points out, using FactSet as an example: during systematic pullbacks, you can take advantage of behavioral advantages (patiently waiting for the market to recover); but during idiosyncratic pullbacks, you need to differentiate...