Topics of Crypto World

Gate Research: From April 25 to May 12, BTC and ETH both recorded significant gains, with BTC rising approximately 34% and ETH surging over 60%. ETH’s long-short ratio exhibited high volatility, indicating intense short-term trading activity and ongoing market contention, with short positions not clearly exiting. BTC’s open interest increased at a relatively slower pace, while ETH saw a stronger rise in early May.

The proposal to remove the size limit on additional data carried by OP_RETURN in the Bitcoin Core client has sparked widespread discussion in the community. The article explores the background of this controversy, reasons for and against it, and its potential impact on the Bitcoin ecosystem.

From a functional perspective, Ika is building a new security verification layer: serving as a dedicated signature protocol for the Sui ecosystem, while also providing standardized cross-chain solutions for the entire industry.

The social goal of skilled investment should be to overcome the dark forces of time and ignorance that loom over our future.

The article delves into how Euler addresses the liquidation and MEV issues in traditional DeFi lending protocols through Dutch auction liquidation and soft liquidation mechanisms, providing more competitive fees and higher Loan-to-Value ratios (LTV). Euler's innovative features set it apart in the DeFi space, making it a reliable choice for borrowers and lenders. Why Euler is currently the best DeFi lending product

The article summarizes the development process of tokenized stocks from early STOs to current RWAs, analyzing their progress in compliance, market liquidity, and technological implementation. Despite facing the uncertainty of regulatory policy advancement and stablecoin adoption, tokenized stocks still provide new market opportunities for listed companies and yield-generating DeFi protocols. The narrative of the US stock RWA driven by deregulation policy: Summary of the opportunities of tokenized stocks: As Trump's policies are being implemented one by one, attracting the return of manufacturing through tariffs, actively igniting the stock market bubble to pressure the Fed to cut interest rates and inject liquidity, and then promoting financial innovation and accelerating industrial development through deregulation policies, this combination is truly changing the market. The RWA track under the favorable deregulation policy is also increasingly attracting attention from the crypto industry. This article mainl

The article analyzes the development trajectory of the crypto industry, tracing its evolution from the definite optimism of Bitcoin to the indefinite optimism of Web3, and now to the current definite pessimism. It reveals the dynamic changes in the crypto industry across technology, market, and regulatory aspects, explores the phenomena of imitation and conservatism within the industry, and identifies where genuine opportunities lie.

The article provides a detailed analysis of the background, support, and opposition to the proposal to lift the OP_RETURN restriction, as well as the potential impact of this change on the Bitcoin ecosystem. Supporters believe that lifting the restriction will simplify the protocol and increase transparency, while opponents are concerned that this will lead to spam and higher transaction fees. This discussion is not only a technical exploration but also reflects the dynamic balance of the Bitcoin community in protocol upgrades and governance.

With the decline in profits from Sandwich attacks on the Solana chain, atomic arbitrage, as a new type of MEV trading method, has rapidly emerged, occupying a significant share of on-chain transactions. The article delves into the technical principles and market performance of atomic arbitrage, revealing its profit imbalance and high failure rate.

In the spring of 2025, a global financial market revolution is quietly brewing. Bitcoin, the cryptocurrency once ridiculed as a "geek fantasy," is now grandly entering the strategic core of corporate boardrooms. From the financial giants of Wall Street to the tech pioneers of Silicon Valley, from the investment rising stars in Tokyo to the football clubs in the UK, listed companies and institutions are rapidly incorporating Bitcoin into their balance sheets at an astonishing pace. This is not a speculative frenzy, but a deliberate bet on value storage, brand reshaping, and the future of finance.

As the cryptocurrency industry transitions from financial speculation to real consumer scenarios, consumer-grade public chains have become a new trend in industry development. Through technological innovation (hybrid Rollup), strategic positioning (focus on consumer scenarios), and resource integration (cooperation with Bitget), Morph is becoming an important entry point for on-chain living infrastructure.

The cryptocurrency industry has gradually deviated from its original vision during its development, excessively focusing on application-layer development while neglecting the importance of monetary fundamentals. The article analyzes the distinction between blockchain technology and trustless properties, pointing out that most non-financial applications benefit little from trustlessness, while the industry has overly pursued financialization, leading to misallocation of resources and disconnection from value creation.

The AI Agent market is undergoing a transformation, with the Virtuals platform leveraging its Genesis Launch model to successfully attract a large number of traders and speculators through fair launch and gamification mechanisms. The article also explores the development potential of other ecosystems and investment opportunities for institutional investors in decentralized AI infrastructure.

The article provides a detailed analysis of Sui's technical characteristics and ecosystem construction, including the trading characteristics, protocol mechanisms, and performance of early builders such as Bluefin, Aftermath, Astros, and Typus Finance. Sui's Perp DEX ecosystem is emerging, but facing competition from mature ecosystems like EVM and Solana, the incentive mechanism may be the key to achieving significant growth.

Cryptocurrency prices were significantly impacted by U.S. government tariff policies in April. Following the introduction of new tariffs on April 2, BTC and ETH experienced sharp declines of over 10% within a short period, leading to substantial liquidations of long positions in the derivatives market and significant outflows from spot ETFs. However, as tariff policies became more moderate and the U.S. government engaged in negotiations with multiple countries, market confidence gradually recovered. Despite the pronounced impact of U.S. tariff policies on cryptocurrency prices, the fundamentals of major blockchain projects remained largely unaffected. Both before and after the tariff announcement, Solana and Ethereum maintained robust transaction volumes, with Solana processing over 90 million transactions and Ethereum exceeding 1 million.