1. Digging Deep into the WLF Supported by the Trump Family: Who is the Suspected OEM Mastermind?

Since the former US President Trump fully turned to crypto, the industry insiders have frequently heard Trump's remarks supporting crypto. However, since September 2024, Trump's personal support for the DeFi project World Liberty Financial, and his occasional posts on his official account with nearly 100 million followers to promote it, have still amazed the industry insiders.Read More

2. Grayscale: Potential Impact of the US Election Results on the Crypto Market

Although there are many issues surrounding the 2024 US presidential election, the digital asset industry has still attracted some attention and time from the candidates. This can be partly attributed to the constantly changing preferences of voters: in a nationwide survey conducted by Grayscale, we found that about half of potential US voters would be more likely to vote for a candidate interested in cryptocurrencies than one who is not interested. The growing attention to cryptocurrencies also reflects the fact that US rulemaking lags behind other countries, even as the industry continues to evolve and innovate, making comprehensive legislation more urgent.Read More

3. Galaxy Q3 Crypto VC Market Report: Most Investment in Early Stage, Hardest to Raise for New Crypto VCs

Due to Bitcoin's fluctuating state since March, and other major liquid cryptocurrencies failing to retake their previous all-time highs, VC activity has remained tepid throughout 2024. In this "barbell market", with Bitcoin leading one end and meme coin activity driving the other, combined with a lack of interest from large LPs and traditional venture funds, the crypto VC market has essentially remained lukewarm in 2024.Read More

4. Unveiling the Holdings of Top Crypto VCs - What Are They Buying Now?

This is the strangest cycle so far - no one knows what's going to happen next. In times like these, it's helpful to look at what others are doing. So I spent the whole weekend digging in to see what the VC big shots have been up to lately. I know some of you might think "they're just casting a wide net and praying to get in early and profit." Listen, I don't think they're the smartest people in the room, especially after the last cycle. But we should still pay attention to them: they have information advantages, ample capital, and are closer to the builders than we are.Read More

5. Arthur Hayes: How Will Middle East Conflicts Affect the Crypto Market? What Should Investors Do?

I spent the first two weeks of October skiing in the South Island of New Zealand. Last season I was in Hokkaido, and my guide assured me that New Zealand is one of the best places in the world for backcountry skiing. I took him at his word and spent two weeks with him, chasing powder and big lines out of Wanaka. The weather was great, and I was able to ski past some spectacular peaks and through massive glaciers. As an added bonus, I also improved my mountaineering skills.Read More