This Week's Web3 Industry Highlights

Macroeconomic Trends

Bitcoin is gradually shaking off its speculative nature and transforming into a liquidity hedge tool. The increase in the proportion of long-term holders and the participation of institutional investors are the main reasons. At the same time, more and more listed companies are incorporating crypto assets into their balance sheets, initiating a capital game of valuation repricing.

Industry insiders predict that Bitcoin is expected to hit a high of $250,000 by the end of the year. In contrast, most altcoins find it difficult to replicate their past glory, as their prices are generally too high to attract new investors.

In the second half of 2025, the cryptocurrency market will face two main lines: interest rate games and the reshaping of the dollar system. Investors need to anchor certain opportunities for 2026 amid the turbulence.

The competition in the stablecoin sector is becoming increasingly fierce. Some fintech companies question the significance of stablecoins, but there are also giants investing heavily in building related infrastructure. A large bank has even launched its own "deposit token", claiming it is superior to traditional stablecoins.

The Integration of AI and Cryptocurrency

It is widely believed in the industry that artificial intelligence has entered the "singularity" stage, which is the critical point at which AI surpasses human intelligence. This heralds the beginning of a new era of digital superintelligence.

Blockchain technology is bringing new possibilities for AI evaluation and training. Some innovative platforms are attempting to reshape the discovery, comparison, and usage of AI models through token incentives and crowdsourcing models. However, truly viable large-scale decentralized training still faces numerous technical challenges.

DeFi and Emerging Projects

The DeFi market shows signs of recovery, with improvements in the regulatory environment in the United States bringing positive developments. Emerging sectors such as social prediction platforms and yield-bearing stablecoins are worth paying attention to. Innovative concepts like verifiable cloud are also promoting the integration of Web2 and Web3.

Industry Trends

A well-known exchange platform's token market value has entered the top three in the industry, and its rise against the backdrop of war has attracted attention. Another leading exchange is actively expanding its influence through sponsorship and acquisitions, successfully entering the S&P 500 index.

The implementation of new regulations by a certain exchange has led to a mass exodus of users from its ecosystem, reflecting a shift in user behavior patterns. Meanwhile, several hacking attacks and data breach incidents have occurred within the industry, raising security concerns.

Various institutions and notable figures hold different attitudes towards cryptocurrencies. Some studies classify Bitcoin as one of the most disruptive innovations of the millennium, while some entrepreneurs deem cryptocurrency speculation a huge mistake.

In terms of regulation, China is exploring new mechanisms for handling virtual currency, including compliant overseas cashing and the destruction of "black hole addresses." At the same time, the internationalization process of the digital yuan is also progressing steadily.