研究 & Alpha洞见 💎
数据、图表、可执行Alpha的深度研究。
Market daily digest - January 13 2026
Sentiment has been mostly positive lately, can even say elevated, which is a cautionary sign. At the same time, mean dollar age keeps climbing up stea
Bitcoin Climbing, Retail Trying to Figure Out What to Make Of It!
😮 Bitcoin, Ethereum, and other cryptocurrencies are rebounding. $94K has just been crossed again for $BTC, and there will likely be retail FOMO creep
Ethereum's Network Growth Levels Make History!
📈 BREAKING: Ethereum's new wallet growth has reached new all-time high levels. Over the past week, crypto's 2 market cap has seen an average of 327.1
Ecosystem Github Events Are UP Across the Board!
🧑💻 With holiday and new year festivities now behind, crypto ecosystems have picked up significantly. Over the past week, here are the weekly net ch
가상자산 시장 주간 코멘터리: 유동성 귀환, 탈집중, 더블 다운
글로벌 시장은 2026년에 유동성이 돌아오는 흐름 속에서, 뚜렷한 탈집중 다이나믹과 함께 진입하고 있습니다. 자금은 혼잡하고 밸류에이션이 높은 미국 초대형 기술주에서, 상대적으로 저평가된 영역으로 회전하고 있으며 특히 중국이 두드러집니다. 이는 비싼 성장주 리더십에 대
Astar 网络演进与 Tokenomics 3.0 结构性升级解析
Astar 正在通过“Tokenomics 3.0”进行根本性经济模型调整，以解决通胀压力并确保长期可持续性。核心变更包括重组区块奖励机制，大幅降低质押者的固定奖励比例并增加动态激励部分，以及引入固定供应量模式。我认为，这些措施旨在适应 Polkadot 的 Agile Coretime 转型，并优
Boundless — Boundless Scalability
Boundless utilizes a zkVM to separate computation from verification, offering scalable processing without sacrificing decentralization. We see this ap
Story Protocol 主网启动与 IPFi 生态现状分析
Story Protocol 完成 a16z 领投的融资后上线主网 Homer，核心机制包括证明创造力的 PoC 和可编程 IP 许可证。该协议已支持音乐、游戏及时尚领域的资产代币化，Aria 和 Verse8 等应用验证了 IP 资产化的可行性。然而 TGE 后链上数据出现调整，日活用户与 TVL
Monero Has Retail Seeing Dollar Signs...
📈 Monero's +44% surge over the past 8 days led to a $608 all-time high. If you are looking for an entry point, consider doing so after social hype an
Berachain — The Convergence of a Strong Community and Experimental Endeavors
Recently, modular stacks such as Arbitrum Orbit and OP stack for rollups, along with DA layers represented by Celestia, have been announcing their rel
