Weekly Highlights丨OKB big pump after burn; Kanye issuance of Meme coin; Market holds its breath for Powell's speech

PANews Editor's Note: PANews has selected high-quality content from the past week to help everyone catch up over the weekend. Click the title to read.

Market and Cycle

Liquidity Pyramid: Why Can This Bull Market Continue?

This round of the bull market cycle is different from 2021, driven by the flywheel effect of corporate liquidity, which can withstand weak seasonal factors and macroeconomic noise until there is a shift in ultra-large capital expenditures or a stagnation in ETF demand.

Reviewing Historical Cycles: Will the Market Definitely Rise After Interest Rate Cuts in September?

Review the fluctuations in the capital markets before and after interest rate cuts in history.

Interest Rate Cuts, DAT and Sell-off, Is the Crypto Bull Market Over?

The crypto asset treasury (DAT) is both a major risk point and a key bullish factor.

ETH fell below $4100, the market is starting to turn bearish, is there still room for movement?

Whales are concentrating on reducing positions, ETF funds are flowing out, and combined with the Fed's hawkish tone, the crypto market is under pressure and declining.

When institutions become the main force, this Bitcoin peak escape needs to wait until 2026

The changes in market structure brought about by institutional investors, the uniqueness of the Federal Reserve's policy transition period, and the lack of exuberant signals in the market indicate that this cycle may extend until 2026.

How to earn the "last penny" of the bull market? Timing to buy the dip in September, gradually cashing out in Q4

According to the market trends in late September, if there is a significant drop, I will select a few popular tokens at that time and increase my holdings before the fourth quarter.

Macroscopic Perspective

Dialogue with "Wood Sister" Cathie Wood: Unveiling Ark Invest's Crypto Investment Methodology

This article explores the personal journey of "Wooden Sister" in the field of economics and her unique investment philosophy, revealing Ark Invest's methodology for cryptocurrency asset allocation, the logic of its transparency strategy, and regulatory challenges.

Hong Kong Cryptocurrency Landscape: Tear, Confrontation, and Integration

A Guide to People in the Hong Kong Cryptocurrency Circle.

Over $3.7 billion worth of ETH is waiting to be unlocked; what is the risk of selling pressure on Ethereum?

Ethereum staking unlocks reach a record high, with over 870,000 ETH queued to exit, raising market concerns about selling pressure. Multiple factors are driving this, including soaring lending rates, LST/LRT decoupling, and institutional fund migration, while price increases also stimulate profit-taking. Although selling pressure may not be released directly in the short term, institutional accumulation could provide support.

After ten years of consolidation, A-shares will enter a new bull market cycle with three major impacts

Our core viewpoint is: We are about to enter the largest monetary and fiscal easing cycle between China and the US since 2008. The main theme of this easing will be the synchronized recovery of the China-US economy and the most intense competition in monetary and international influence.

Quantum-Resistant Countdown: How Bitcoin Builds the Cornerstone for Decentralized AGI's Future?

Bitcoin upgrades quantum resistance, leading the decentralized future.

Review of 2021 Crypto Influencers' Bullish Statements: Who Spoke Recklessly? Who Remains Clear-Headed?

If you could start over, would you still believe in the big V?

A Perspective on the Latin American Stablecoin Market: Practicality is Key, with Brazil and Mexico Leading the Localization Ecosystem

From inflation hedging to cross-border payments, a panoramic view of the practical application of stablecoins in Latin America.

Latest "Battle Situation" of Crypto ETFs: 12 Institutions Invest $15.8 Billion, BlackRock Attracts Over 90% of Funds, Many ETFs Lag Behind

Wall Street accelerates its control over pricing power through crypto ETFs, with BlackRock's products becoming a core allocation choice for new funds. In the second quarter, 12 institutions allocated $15.8 billion, with IBIT and FBTC being important targets for Bitcoin ETFs, while ETHA emerged as the preferred target for Ethereum ETFs.

AI and Meme

Kanye officially launches MEME coin six months later! Suspected to be operated by the Argentine presidential coin team, multiple insiders profit from early exit.

Six months in advance, Kanye officially announced the issuance of the MEME coin YZY, with a market value once exceeding 3.4 billion USD. However, it is highly controlled internally, and insider trading has profited from it. The token model has also sparked controversy due to its high similarity to the RUG coin LIBRA.

Interview with Hedra Founder Michael Lingelbach: How Can Generative Video Leverage Memes to Create the Next Trend?

This article focuses on how AI technology transitions from viral meme content to enterprise-level applications, showcasing the revolutionary potential of generative audio and video technology.

Almanak Research Report: DeFAI Star Project, the Inclusive Path of On-Chain Quantitative Finance

The speed of ecological expansion, the evolution of the competitive landscape, and the stability of technology implementation will be the three core variables that determine whether it can maintain its leading position in the long term.

When AI projects talk about decentralization, why was FLock able to secure real orders from the United Nations?

What FLock has been doing in the past few months is actually a "pragmatic style." So in the end, when many projects can only talk about the "decentralized AI narrative," FLock has genuinely gained real-world use cases from UN clients, technical validation of the Alibaba Cloud Qwen model, a user base in the Korean market, and so on. Isn't this what everyone wants to see from a project team "getting things done"?

The PANews account 【MEME Daily】 will select daily hot memes for readers to understand the state of the track. Click here to view.

Seize the Opportunity

In-depth Analysis of Stable: The New USDT Trojan Horse in the Era of Stablecoins

How can native USDT Rails dominate the mainstream payment market?

ETH makes a comeback on the crypto stage, which "Ethereum ecosystem" projects are worth paying attention to?

Against the backdrop of ETH's continuous rise, multiple Ethereum ecosystem projects are frequently announcing good news. In this article, we select 12 Alpha projects and interpret their latest developments.

Who Will Ignite the Next Bull Market? A Deep Dive into Three Key Crypto Narrative Indicators and Leading Projects

In-depth analysis of the mental share, market sentiment, and capital flow of the three core crypto narratives: DeFi, DeFAI, and DeSci.

The Era of Machine Collateralization Has Arrived? Interpreting How USD.AI Financializes GPUs

USD.AI is positioned as a decentralized credit protocol: emerging AI companies can use their owned GPU hardware as collateral to obtain loans.

From Games to DeFi: Summary of the Top Ten Award-Winning Projects at ETHGlobal NYC Hackathon

After the review, ten projects were awarded final prizes, covering various fields such as gaming, payments, DeFi, and development tools.

Will the Bio version upgrade initiate the flywheel system to create the ultimate platform for DeSci capital efficiency?

The new features introduced in Bio Protocol V2 strengthen the incentive model while removing the complicated and costly multi-step funding application process from version V1.

Web3 Matters

Support rate exceeds 97%, who is the biggest beneficiary of LayerZero's acquisition of StarGate?

If the acquisition is mishandled, LayerZero may also lose a batch of new potential loyal ZRO holders.

US banking industry jointly opposes the "Genius Act", stablecoin shockwaves shake traditional giants

The American Bankers Association (ABA) has joined 52 organizations in calling for amendments to the "Genius Act," expressing concerns that stablecoins could threaten the core position of the banking industry within the traditional financial system, leading to a regulatory and interest game between old and new forces.

Review of Grayscale's Crypto Trust Fund Performance: New Products Focused on AI and the Sui Ecosystem, "Grayscale Select" Outperforms the Market

In 2025, Grayscale will accelerate the launch of diversified crypto products, focusing on AI, the Sui ecosystem, and meme culture. Although the 'Grayscale Effect' has weakened, 'Grayscale Select' still significantly outperforms the market, demonstrating a strategic shift from 'market booster' to 'potential discoverer'.

Interview with Hyperliquid Founder Jeff: No Venture Capital, Rejecting CEX, Unveiling the Success Code Behind the 16 Billion Public Chain

This article discusses the importance of self-funding, the reasons for refusing venture capital, and the principle of adhering to user-driven growth.

After the fall of Monero, Dogecoin becomes the next target for a 51% attack on Qubic

Although the scale of Dogecoin is much larger than that of Monero, making it more difficult to attack, the voting from the Qubic community clearly indicates their intent to try.

What does it mean for Solana to achieve 100,000 TPS under ideal conditions?

The discussion about Solana's 10W TPS is actually a confidence in the future upgrades of Solana's client and consensus protocol for those who understand the field, while those who don't attempt to give Solana a sense of presence by relying on the TPS arms race.

Exploring the Launchpad platform Heaven: Why is LIGHT rising, and what is the resistance to further upward movement?

The success of the LIGHT token stems from the Peace plan and the 100% buyback flywheel mechanism. What is currently lacking is a truly effective user guidance model, or in other words, reasons to attract excellent teams to join the ecosystem.

MetaMask joins with mUSD, with a development cycle of only a few weeks, stablecoins enter a period of rapid expansion

mUSD is built by Bridge, a stablecoin issuing company under Stripe, and is supported by the decentralized infrastructure of M0, initially launched on Ethereum and Linea.

Key Information

Circle's acquisition of Malachite drives the launch of the Arc blockchain testnet.

DeepSeek releases V3.1 model, upgrading hybrid inference architecture and Agent capability.

OKX: OKB has been highly volatile recently, it is recommended to invest rationally.

Analysis: BTC is expected to continue to maintain a range-bound fluctuation before strong catalysts such as the Federal Reserve releasing easing signals or ETF capital inflows.

As of today's market close, the total market value of the Shanghai and Shenzhen stock exchanges has once again surpassed 100 trillion yuan.

The one-year and five-year LPR remain unchanged.

Bitwise Executive: The U.S. 401(k) plan could drive Bitcoin to $200,000 by the end of 2025.

Hyperliquid has become the company with the highest per capita revenue globally, with an annual revenue of $102.4 million per person.

Federal Reserve's Hamak: Inflation remains a major concern, expects the Fed will not cut interest rates in September.

Powell will deliver a speech today at 22:00 at the Jackson Hole central bank annual meeting.

ETH Strategy collaborates with Lido to invest part of its treasury funds into stETH for ETH yield compounding.