1. The Unstoppable American Fiscal Deficit Train and BTC

In the past few years, I popularized a phrase: “Nothing Stops This Train.” Of course, this phrase originally comes from the TV series Breaking Bad. Click to read.

2. Why did the “Te Ma” turn into a century-long verbal battle? How will it affect the cryptocurrency market?

In November 2024, Musk graced the cover of Time magazine. On the tumultuous path of the election, Musk once wielded significant influence in American politics—hosting rallies, guiding government appointments, and shaping the agenda for the next President of the United States. Time commented on Musk: “Standing next to him, even Trump appears almost in awe; rather than calling him a boss, it’s more accurate to say he is a peer, as this planet and its challenges are not big enough for him.” Click to read.

3. A Tale of Two Extremes: While the Altcoin Season Hasn’t Arrived, Crypto Stocks Are Welcoming Spring.

As Bitcoin breaks new highs, the much-anticipated altcoins have not arrived as expected. Currently, Bitcoin’s market share is still above 60%, and as Bitcoin enters a consolidation phase, some altcoins have even fallen to prices prior to Bitcoin’s recent rise. Click to read.

4. How the Global Stablecoin Storm Evolves: Major Players Enter, Legislative Race, Capital Frenzy

The unprecedented legislative endorsement from various countries and regions has provided stablecoins with a development space of higher specifications than their predecessor, Bitcoin. This will impact traditional cross-border payments, which is not only a commercial competition but also concerns the future status of sovereign currencies. Click to read.

5. Overview of Major Interest-Bearing Stablecoins

Ethena SUSDE and sUSDS together account for about 77% of the liquidity of yield-bearing stablecoins (YBS, interest-bearing stablecoins), with total actual earnings paid exceeding $603 million. Will yield-bearing stablecoins become the next killer application for mass adoption by Web2 users? Click to read.