This Week's Hot Topics in the Web3 Field

Macroscopic Perspective

Bitcoin Market Outlook and Positioning Suggestions

Recently, after the price of Bitcoin broke through $110,000, a golden cross appeared, but historical experience suggests this may indicate a short-term pullback. Investors should exercise caution and manage their positions wisely.

Musk and Trump publicly fall out

On June 6, Musk and Trump attacked each other on social media, and their relationship deteriorated sharply. This event has attracted widespread attention in the cryptocurrency field.

ETH value logic analysis

Ethereum is shifting from "maximizing fees" to "maximizing value capture," and this transition will reshape the value logic of ETH.

South Korea's cryptocurrency policy may shift

With Lee Jae-myung's election, South Korea's policy direction regarding crypto assets may undergo significant changes, sparking new expectations for the development of the crypto industry in South Korea.

Singapore tightens cryptocurrency regulations

The Monetary Authority of Singapore has issued 33 licenses for digital payment token services, marking a new phase in the country's crypto regulation. The era of regulatory arbitrage is over, and the industry is facing a reshuffle.

Public Company Crypto Treasury Strategy Risk

Some listed companies are emulating MicroStrategy by purchasing Bitcoin, but the leverage risks behind the high premium have raised concerns. Some analysts believe this may replay the scenario of Grayscale's GBTC.

Gold Price Prediction Report

Investment company Incrementum has released a report predicting that by the end of 2030, the price of gold may reach $8,900, and the market value of Bitcoin may reach 50% of that of gold.

AI and Meme Coin Dynamics

Solana ecosystem risk aversion sentiment heats up

Due to rumors of token issuance by Pump.fun, liquidity on the Solana chain has been impacted, market confidence has been shaken, and risk-averse sentiment has increased.

AI Training Platform Flock Analysis

Flock is seen as a combination of Bittorrent, Nous Research, and Virtuals, providing a new training platform for AI applications.

Changes in the Investment Logic of Meme Coins

From the decline of pure Meme coins to income capture models, the logic of cryptocurrency investment is changing. The Pump.Fun craze and Hyperliquid buyback model reflect this trend.

Emerging Projects and Opportunities

Plasma Stablecoin Exclusive Blockchain

Plasma raised over $24 million and plans to create a Bitcoin sidechain that is compatible with the Ethereum Virtual Machine, providing dedicated blockchain solutions for stablecoins.

Solana launches AS identity authentication service

The Attestation Service launched on Solana focuses on "subjective or conditional trust" off-chain, which is functionally different from oracles.

BNB Chain ecosystem opportunities

The BNB Chain ecosystem has recently risen strongly, bringing new wealth opportunities for investors.

OpenSea Token Issuance

The NFT trading platform OpenSea has finally released its own token, which could be the last wave of liquidity in the NFT sector.

Web3 Industry Trends

wave of cryptocurrency companies going public

A total of 45 crypto-related companies have been listed on traditional stock markets, indicating that the crypto industry is gradually integrating into the mainstream financial system.

Ethereum Foundation organization adjustment

The Ethereum Foundation publicly announced its first layoffs and strategic adjustments, raising questions about the foundation's model.

Web3 dark pool trading discussion

Former Binance CEO Zhao Changpeng proposed building a dark pool perpetual contract DEX to address the issues caused by DEX transparency, sparking market interest in the dark pool sector.

James Wynn Incident Review

The incident involving crypto trader James Wynn losing over 100 million dollars has sparked widespread discussion, reflecting the high-risk nature of the crypto market.

Industry Acquisition Case

There have been 5 major acquisitions in the cryptocurrency industry this year, including Robinhood's acquisition of Bitstamp.

Circle's market performance

Stablecoin issuer Circle had an impressive performance on its first day of listing, triggering the circuit breaker mechanism multiple times, and early investors reaped substantial returns.

Injective Ecosystem Revival

The public chain project Injective has recently seen a surge in data, ranking second in the industry for net inflow of funds, attracting market attention.

Important Information Summary

• Bitfinex believes that the recent pullback of Bitcoin is a "healthy reset"
• Elon Musk launches XChat that supports cryptocurrency
• Beijing Public Security Innovation in Handling Mechanism for Involved Tokens
• Federal Reserve Board member states that stablecoins are merely payment tools and do not support CBDC.
• Wintermute launched a malicious contract warning system
• Ethereum Foundation restructures research and development team
• JPMorgan plans to provide financing services for crypto ETFs
• Russia launches Bitcoin futures trading
• The Hong Kong stablecoin regulations will take effect on August 1.