#美联储政策与经济展望# Looking back at the recent policy direction of the Fed, I can't help but recall the situation in the 1970s. At that time, the United States was also facing high inflation pressures, and Chairman Volcker significantly raised interest rates to curb inflation, which led to a recession. Now, with persistent inflation and slowing employment coexisting, the Fed finds itself in another predicament.
CICC's analysis is insightful; monetary policy should indeed focus on stabilizing inflation expectations rather than succumbing to short-term political pressures. However, Goldman Sachs' predi

#以太坊市场趋势# Looking back at the development of Ethereum, I have witnessed too many ups and downs. The recent news of treasury companies continuously buying ETH reminds me of the bull run in 2017. At that time, institutional investors got on board one after another, driving the price of ETH to soar. Now, leading treasury companies have accumulated 795,000 ETH, controlling more than 2% of the total supply. This large-scale buying behavior seems to be replaying history.
However, we must also be wary of cyclical risks. Remember the bear market of 2018, where many were full of confidence but suffered

#稳定币市场发展# Looking back, the development of the stablecoin market has indeed been full of ups and downs. This time, Bullish received IPO funds using stablecoins, which can be considered a pioneering move. $1.15 billion, most of which is USDC, along with some EURC, all held in custody by Coinbase. This operation is not simple, showing confidence in Crypto Assets.
In the past, we witnessed the rise and fall of many stablecoin projects. Some became rich overnight, while others vanished in an instant. Every boom and bust brought shocks to the market. It seems that now, stablecoins are developing to

#加密货币监管发展# Looking back, I have witnessed the winding journey of Crypto Assets regulation. From the initial laissez-faire approach to the gradual standardization we see today, each step embodies the wisdom and lessons of the industry. The U.S. Treasury's request for public comment reminds me of the Bitcoin hearings in 2013. At that time, regulation was still in its infancy, but now it has already delved into specific areas such as stablecoins and the prevention of illegal activities.
This change reflects the maturity of regulatory thinking. It is no longer simply about banning or allowing, but

#美联储货币政策前景# Looking back at the days after the 2008 financial crisis, the Fed implemented a large-scale quantitative easing policy, and interest rates fell to historic lows. At that time, I had a premonition that this unconventional monetary policy would eventually reach a turning point. Now, Goldman Sachs predicts that the Fed will cut interest rates three times this year, which makes me feel deeply emotional. The job market is weak, with monthly job additions far below full employment levels, which is indeed a dangerous signal. But what I am more worried about is whether this round of rate c

#美国加密货币监管动态# Looking back, I have witnessed the ups and downs of Crypto Assets regulation. Now seeing Hong Kong establish a professional committee for AML in digital assets, I can't help but feel a lot. This committee, jointly established by institutions such as CoinTech and HashKey Group, marks yet another evolution in regulatory thinking.
In those years, the attitudes of various countries towards Crypto Assets could be described as a diverse array of strategies. Some provided strong support, some imposed severe crackdowns, while others adopted a wait-and-see approach. After experiencing seve

#美联储货币政策前景# Reviewing history, the Fed's monetary policy often faces various noises and disturbances. This year's Jackson Hole annual meeting is no exception. The differing opinions of Trump and Bessent, along with appointment controversies and legal challenges, may affect Powell's statements. This reminds me of the 2008 financial crisis, when Bernanke also faced immense pressure. However, history tells us that the Fed will ultimately make its own judgments based on economic data. The July FOMC meeting minutes may provide us with some clues. As investors, we need to remain calm and not be sway

#比特币财库策略# Looking back at the development of Bitcoin over the years, it must be said that the treasury strategy is indeed an interesting turning point. I still remember in August 2020, MicroStrategy was the first to announce that it would convert a portion of its reserves into Bitcoin, initiating this treasury movement. In just three years, from the initial skepticism to now professional companies like KindlyMD entering the market in large numbers, the market landscape has undergone significant changes.
The issuance of $200 million in convertible bonds, along with the previous $540 million in

#机构资金流入加密市场# I have witnessed the ups and downs of the encryption market, and this large-scale influx of institutional funds reminds me of the bull run in 2017. At that time, Bit also soared to nearly $20,000, triggering a wave of frenzy. But the current situation seems to be more stable.
deVere Group predicts that Bit coin may rise to $150,000 by the end of 2025. This prediction reminds me of those exaggerated price forecasts from the past. However, the logic behind it this time seems more solid - the institutional funds brought in by ETFs, corporate financial allocation, policy support, and

#美联储货币政策走向# Looking back at history, every major shift in the Fed's monetary policy has stirred the nerves of global financial markets. This time at the Jackson Hole annual meeting, Powell's speech will undoubtedly be in the spotlight. However, unlike previous years, the current political environment is more complex. Voices from Trump and Bessent may bring additional uncertainty to the market.
From past experience, the Fed tends to leave room when making significant decisions, releasing signals through various channels. Therefore, the minutes of the July FOMC meeting released this week are wor

#RWA代币化# Looking back on the past, I can't help but feel a surge of emotions. This collaboration between Avalanche and Bomo reminds me of the scene when Bitcoin first emerged more than a decade ago. Back then, people were still debating whether virtual money had any real value. Now, the tokenization of physical assets has become an unstoppable trend, and even traditional industry giants are joining in.
Historically, this kind of cross-industry collaboration is not new. As early as 2017, some wine producers attempted to use blockchain technology to trace product origins. However, the technology

#RWA代币化# Looking back at the ups and downs of the crypto world over the past decade, it is not difficult to find that history tends to repeat itself. Back then, Ethereum challenged Bitcoin's position, and now it's Solana's turn to attempt to shake Ethereum's dominance. However, reality is often harsh. Although Solana has its highlights in technology and performance, it still falls short in key areas such as institutional recognition, capital scale, and ecosystem development. Ethereum, with the support of stablecoins and RWA narratives around Compliance, as well as backing from Wall Street pros

#美联储政策与通胀# Looking back at the Asian financial crisis in the late 90s, central banks were also exhausted from dealing with political pressure and market fluctuations. Seeing Powell's current situation, one can't help but marvel at how strikingly similar history is. The noise from Trump and Basant, although annoying, reflects the demands of different interest groups. The key question is whether the Fed can maintain its independence amid the political noise and make the right policy judgments.
Based on past experience, Central Bank policies often lag behind economic cycles. Inflation seems to ha

#机构比特币投资# Looking back at the market fluctuations over the years, institutions' investment attitudes towards Bitcoin have been quite mixed. I just saw CoinShares' latest weekly report, which noted a net inflow of $3.75 billion into digital asset investment products last week, marking the fourth highest in history. This reminds me of the bull run in 2017, when institutions were still observing while retail investors were already going crazy. Now the situation has completely reversed, with institutions becoming the market makers.
Interestingly, Ethereum has surprisingly become the biggest winner

#现实世界资产(RWA)代币化# Seeing the news about Hong Kong breaking the ground for the globalization of cultural tourism RWA, it inevitably reminds people of the ups and downs in the blockchain industry over the years. From the early ICO boom to the later DeFi frenzy, and now the exploration of RWA, each wave brings new opportunities and challenges. This RWA attempt themed around the God of Wealth culture is not only an innovation in traditional cultural tourism assets but also an important attempt at the export of Chinese culture.
Looking back at history, similar asset tokenization projects were actual

#加密项目空投活动# Reflecting on Binance's Airdrop activities over the past few years, it really evokes deep feelings. From the early days of being able to participate just by signing up, to the current RiceAI Airdrop with a threshold of 230 points, it has truly changed a lot. I remember back in 2017, the project party was almost throwing money around to attract users with airdrops. But now, as the barriers keep increasing, the selection process has become stricter and stricter.
This change actually reflects the maturity of the entire industry. The early model of attracting traffic by distributing coi

#RWA代币化# Looking back at this round of market trends, ETH is leading the way, while SOL seems to be struggling. Strategies for financial reserves, ETF layouts, and application narratives all highlight the gap between the two. However, SOL is not without hope; the RWA tokenization project launched in collaboration with CMB International and DigiFT is a good start. Historically, the market always goes through cycles, and the leaders will rotate. The key is whether one can seize opportunities and achieve breakthroughs in critical areas. For SOL, this might be the moment to gather strength. If bre

#美国加密货币产业发展# I remember in 1996, when I first started to follow the internet industry, the United States was already vigorously promoting the development of the internet industry. Now seeing SEC Chairman Paul Atkins's statement about making the United States a global Crypto Assets center, I can't help but marvel at how history is always remarkably similar.
The U.S. government’s high-profile support for the encryption industry this time clearly reflects the enormous opportunities it sees within. Looking back at the internet wave of those years, it was precisely due to the U.S. government's open