Blockunicorn

Ignoring points and fees, absolutely rational AI agents are accelerating the shift to stablecoin settlements, forcing Visa to invest $1.8 billion to launch a "survival defense battle" for its $500 billion payment empire.

High interest rate expectations combined with the explosive growth of stablecoin infrastructure have led to Circle's stock price doubling in five weeks against the trend: Understanding the dual game of "macro interest rate trading" and "global payment foundation" behind the surge in one article.

Through Ethena's data card: the collective hedging and self-protection of VCs and project parties is leading the crypto market into an extreme risk-averse moment of "complete balance between bulls and bears" for the first time in history.

a16z investment team’s predictions for technology trends in 2026

a16z points out that a well-designed fee structure is not in conflict with decentralization—it is key to creating functional decentralized markets.

Companies are rushing to hoard Bitcoin to boost stock prices, but the risks of a bubble and regulatory concerns coexist, leading to market frenzy and skepticism over the collision between cryptocurrencies and traditional finance.

About how ARK Invest seizes trading opportunities in an apparently extremely challenging industry.

"We are in the very early stages of building a radical technology that has the potential to change the world as significantly as the internet."

"We have lived all over the world, from South Africa to Paris, London, New York, and then to Los Angeles. As long as my mom can gather the courage, we will continue to live like this."