Honestly it feels so good to be back on the ETH train
Bitcoin is utter garbage - it’s hard to hold and move, and you can’t do anything with it in defi without being exposed to risks like wBTC
Meanwhile ETH really is perfect digital collateral - a useful, modern store of value https://twitter.com/kamikaz_eth/status/1792956027152871648

Twitter

Here is the English translation:

Why am I confident that the AI Agent will bring about an industry growth on the scale of a 'DeFi Summer'? Please believe that this judgment has nothing to do with the conspiracy group behind the pure on-chain PVP or the narrative of pure VC coins, it is simply because at a certain bottleneck point of the macro, technology, market, community, and ecosystem, a spontaneous chemical reaction has emerged, giving rise to a trending force that breaks through the predicament. Why?

Complementing the previous article, I will further refine and simplify a few points to share with my friends:

1) The AI Agent is not an accidental new narrative, it is backed by AI MEME, AI DeFi...

Viewpoint: Keep up with the AI Agent narrative trend and don’t fall behind

Here is the English translation, with the content within <> left untranslated:

The recent public listing mechanism of Hyperliquid has sparked much discussion. However, the reason why this matter has attracted market attention is inseparable from a tweet posted by Simon, CEO of Moonrock Capital, on November 1 this year. He claimed that "Binance requires a potential project to provide 15% of its total token supply to ensure its listing on the CEX, and this accounts for 15% of the total token supply, worth about $50 million to $100 million."
Meanwhile, the co-founder of Sonic Labs...

Behind the sky-high market value of $6 billion, Hyperliquid attempts to reshape the cryptocurrency listing landscape

1. The cryptocurrency bull market reached a mid-cycle peak in the first quarter and set a new high in the fourth quarter.
2. The United States embraced BTC through strategic reserves and increased the adoption of cryptocurrencies.
3. The tokenized securities market exceeded $50 billion.
4. The daily settlement volume of stablecoins reached $300 billion.
5. The number of on-chain active AI intelligences exceeded 1 million.
6. The total value locked (TVL) of the Bitcoin L2 reached 100,000 BTC.
7. The Ethereum blob space generated $1 billion...

VanEck's top ten predictions for 2025: Bitcoin will reach a mid-term peak in Q1 next year, Solana spot ETF will be approved, and DeFi will hit a new high...