1. Outlier: Research on the Effects of Ethereum's Six L2 Incentives Why the New L2 Can't Retain Users After the Airdrop

Revenue generation and user acquisition are closely linked. More MAUs increase network activity and transactions, thereby increasing sequencer revenue. Higher revenue means that this is a valuable network that can attract and retain users, thereby increasing revenue. This positive feedback loop is critical to long-term success. Click to read

2. The bull market is not over, but it will take a long time to bottom out

In the past week, the crypto market has experienced the largest level of adjustment since Trump's election. Although Bitcoin's decline is only 12%, the decline of many altcoins has been halved, and even the gains of some altcoins in this round of market have been completely wiped out. If the reason for not being pessimistic on December 10 is that the residual heat of the bull market is still there, then the recent decline has undoubtedly completely destroyed the confidence of the bulls. This also makes more and more investors believe that the bull market is over. Click to read

3. PENGU's expectations and future

Pudgy Penguins survived a series of events such as changing teams and the new team being fud, and it is still alive and well. The key lies in the team's strong self-hematopoietic ability - using the penguin IP to make money through a series of operations such as selling toys (toys sell very well), ensuring the long-term operation of the project, such as launching the metaverse and issuing coins are one of the results of its operation. Click to read

4. Ten ways to find AI Agent leaders

In less than a month, the market value of the entire AI Agent track project reached tens of billions of US dollars. Among them, Virtuals' market value once reached 3 billion US dollars, and ai16z, Fartcoin and other market values ​​once reached 1 billion US dollars. According to incomplete statistics from Foresight News, there are at least 14 AI Agent-related cryptocurrencies with a value of more than 100 million US dollars. Click to read

5. What crypto stocks are worth looking forward to in 2025?

While researching cryptocurrency stocks, it was a good conversation to chat with the co-portfolio manager of the long-time blockchain-focused Amplify Transformational Data Sharing ETF (BLOK). Dan Weiskopf told me that he is now more optimistic about 2025 than he was about this year at the end of 2023. The main reason? As more pure-play cryptocurrency companies go public, investors will have "crazy opportunities." Click to read