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@VitalikButerin endorses @brevis_zk's token economics report; @krakenfx plans to launch prediction market products in 2026 - 1226 Coin Research Weekly Report
⚠️ This Week's Key Events
The next Fed Chair will not only influence interest rates and the US dollar, but may also determine the future of the "crypto market."
The five potential candidates have differing stances:
👉 Kevin Hassett and Scott Bessent have both expressed support for Bitcoin as a strategic reserve.
👉 Christopher Waller supports stablecoins and is optimistic about DeFi.
👉 Rick Rieder views Bitcoin as an asset allocation tool from a pragmatic perspective.
👉 Kevin Warsh leans towards a traditional financial perspective, advocating for strict regulation of stablecoins and supporting CBDCs.
📌 Bridgewater Associates founder @RayDalio's views on prediction markets
📌 @Trend_Research_ is poised to become the world's second-largest $ETH holding institution?
Featured Content - The Endgame of Perps from @cyberFund_
Credit to @hank95007 The latest weekly report from CoinResearch, see below 👇
Crypto Wesearch 每日幣研
@CryptoWesearch
12-23
下一任 Fed 主席，不只影響利率與美元
也可能決定「加密市場」的未來 👀
目前市場關注的 5 位潛在人選 👇
1️⃣ Kevin Hassett：典型的「川普核心幕僚」，曾主導減稅與就業法案，信奉供給面經濟學。
🔹 加密立場
· 支持「比特幣戰略儲備」
· 主張監管從 SEC 轉向 CFTC
· 曾持有 @coinbase 股票
2️⃣
To view the full content, please subscribe to the Coin Research Weekly Report.
Let's grasp the weekly macro trends together and ambush alpha! 💥
cryptowesearch.substack.com/p/...…
💡 Market Capitulation Metrics
November saw a clear "capitulation-style decline," with multiple market capitulation indicators showing selling intensity reaching unusually high levels, reflecting a rapid collapse in investor sentiment within a short period. This decline was not only large in magnitude but also a typical panic sell-off, similar to several previous significant bottoming patterns. Overall, this correction appears to be a comprehensive cleansing of sentiment and leverage, creating conditions for subsequent bottoming and a medium-term rebound.
via @market_beggar
貝格先生
@market_beggar
12-26
11 月的暴跌：史無前例的巨型投降事件🪦
在我先前撰寫「淺熊系列分析帖」時，
其實一直很想和各位分享一項指標，但擔心信息量過大，
因此就沒有再把這項訊號加到當時的系列帖中。
但不分享出來感覺又心癢癢，因此今天就暫且以覆盤的角度，
來和各位分享一項在 11 月暴跌時出現的「投降訊號」👇： x.com/market_beggar/…
📌 Bridgewater Associates founder @RayDalio's views on prediction markets
@RayDalio holds a positive view of prediction markets, believing that their core value lies not only in speculation but also in being an important tool for professional investors. They can serve as a hedging tool to reduce the risk of specific events affecting stock holdings, and as a source of information that accurately reflects market expectations and consensus.
Crypto Wesearch 每日幣研
@CryptoWesearch
12-23
橋水基金創辦人 @RayDalio 對預測市場的觀點：
👉 「我喜歡它們」
預測市場除了是大眾的投機工具
對聰明錢來說，它的核心價值在於：
1️⃣ 對沖風險：針對特定事件，保護持有股票的工具
2️⃣ 資訊獲取：反映市場對事件的真實預期與共識 x.com/11401860334950…
@Trend_Research_ is poised to become the world's second-largest holder of ETH?
As its "$1 billion action" progresses, its total holdings are expected to approach 1 million ETH, second only to Bitmine. Currently, its average holding cost is estimated to have decreased to approximately $3,150, and if further funds continue to enter the market, the cost could even drop further to approximately $3,050.
alvin617.eth
@Alvin0617
12-25
沒想到中文圈代表 E 衛兵易理華 @Jackyi_ld 旗下的 Trend Research @Trend_Research_
有機會成為 $ETH 持倉第二大機構？
身為 E 衛兵的我當然是很開心 🥸
透過 @ai_9684xtpa 詳細的推文我把流程都可視化了！
也提供幾個重點
💡Trend Research 如「10 億美元行動」成真，持倉會接近 100 萬 $ETH x.com/ai_9684xtpa/st…
@maplefinance issued $500 million in loans, setting a new record for the platform's lending and growth.
Austin Barack
@AustinBarack
12-25
.@maplefinance just issued its largest loan ever yesterday, $500MM. Also, it reached a new ATH in outstanding borrows. What a way to finish off the year for one of the most incredible growth stories in DeFi!
$SYRUP is one of the highest conviction positions at @RelayerCapital x.com/syrupsid/statu…
@Trip has launched stablecoin payments, supporting $USDT and $USDC
AB Kuai.Dong
@_FORAB
12-25
携程海外平台 Trip，确认已上线稳定币支付功能，需要账号设置改为英文语言、美元货币支付单位，才可在付款时触发显示。
目前亲测，平台内日本东京酒店、全日空 ANA 机票，下单时已显示稳定币支付选项，支持币种包括 USDT、USDC。
在转账上，除了以太坊、Solana 以外，TON 链转账方式也包括在其中。
@HyperFND Governance vote passed $HYPE Destroy proposal
Hyper Foundation
@HyperFND
12-24
HYPE in the Assistance Fund system address of 0xfefefefefefefefefefefefefefefefefefefefe has been formally recognized as burned.
The governance vote was based on stake-weighted consensus, with 85% of stake voting for burning, 7% against, and 8% abstaining. x.com/HyperFND/statu…
The Endgame for Perps @cyberFund_
Perp DEX has become one of the most critical infrastructures in the crypto market, gradually becoming the core of on-chain finance thanks to its high capital efficiency and high trading volume. Currently, various architectures (order books, liquidity pools, vAMMs) are all making trade-offs between security, performance, and decentralization, reflecting that the industry is still in the stage of exploring the optimal solution.
Future competition will focus on two main areas: first, whether it can provide a low-latency and high-efficiency execution experience close to that of a CEX; and second, whether it can integrate multi-chain liquidity and create a truly full-chain trading environment. The ultimate winner, Perp DEX, will be an infrastructure-level platform that simultaneously balances capital efficiency, system performance, and user experience.
cyber•Fund
@cyberFund_
12-19
1/ Perps are a core pillar of crypto market structure. But what’s the endgame?
In collaboration with @letsgetonchain, we analyze the architectural choices behind today’s leading perp exchanges.
Key question: who will dominate the next leg of growth?
https://cyber.fund/content/perps
Full content is available on CoinResearch Substack, welcome to subscribe 🔥
cryptowesearch.substack.com/p/...…
🔥 Join the Biyan community to discuss more market opportunities:
• Chinese Telegram group: bit.ly/3YmFBrN
• Hong Kong Telegram Community: bit.ly/HK-TG-Group
• Subscribe to Daily Coin Research Telegram channel: t.me/cryptowesearch_news…
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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