1. Which giants are hoarding BTC in the new high month? How do institutions view the current crypto market?
In May, BTC hit a record high of over $110,000 due to factors such as the relaxation of Trump's tariff policy, the improvement of stablecoin regulatory policies in Hong Kong and the United States, and the triple kill of US stocks, bonds and currencies. Many investors are deterred by the new high, but many institutions are still enthusiastic about buying. Click to read
2. Strategy Full Analysis: Premium, Leverage and Capital Structure
Strategy (MSTR) accounts for nearly one-third of the total market value of the pure equity/cryptocurrency market and accounts for 10% of the Market Vector Global Digital Asset Stock Index (MVDAPP). Therefore, for investment managers aiming to turn the transformation of digital assets into excess returns, including them in their portfolios is a key consideration. Click to read
3. Ethena's moat
Have you ever tried eating instant noodles on a roller coaster? This sounds ridiculous, but it is the best metaphor for Ethena Labs' daily performance-this team of only 26 people has firmly maintained the $1 anchor of the $5 billion market value stablecoin USDe in the continued turmoil of the crypto market. This article will reveal Ethena's moat, analyze its core mechanism that is difficult to replicate, and explain its strategic path to push the circulation of USDe to exceed $25 billion. Click to read
4. The four-year cycle is broken. How to invest in cryptocurrency under the new normal?
The theory of "a four-year cycle" is completely outdated! If you are still holding on to getting rich, and still fantasizing about "a ten-fold or a hundred-fold winning opportunity in the bull market", you may have been completely abandoned by the market. Why? Click to read
5. Bitcoin market capitalization share and altcoin season: understanding market changes
Bitcoin market capitalization share is an indicator that measures the share of Bitcoin in the entire cryptocurrency market. Simply put, it represents the percentage of Bitcoin's market value in the total market value of all crypto assets. For example, if the total market value of the entire crypto market is $1 trillion and Bitcoin's market value is $600 billion, then Bitcoin's market value share is 60%. This ratio can be understood as Bitcoin's "market share" in the entire crypto market. Click to read