Crypto

• Deep dive into newer developments in AI, agent platforms, and decentralized training
• Exploration of the potential impact of decentralized networks in the telecom and data sectors
• Discussion on the transformative potential of projects like Worldcoin, Double Zero, and Andreen in the crypto space

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• The past week was notably eventful, marked by the U.S. Federal Reserve (Fed) cutting interest rates for the U.S. Dollar by 25 basis points.
• However, the Fed struck a hawkish tone for the coming year, signaling fewer interest rate cuts than the market had anticipated.
• This shift unsettled investors, with the crypto market bearing the brunt of the reaction.

• I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand.
• There is simply not enough activity, use cases, or applications to fill the available block space across all smart contract-capable blockchains.
• This imbalance is why I firmly believe that adoption and network activity are the most critical factors for any blockchain seeking to compete with Ethereum, Solana, or the few other networks that have gained significant traction.

• Bitcoin, Ethereum, and Solana are all incorporating ZK technology in different ways for various purposes.
• Muhammad discusses the development of FHE and its application in creating private ERC20 tokens for enhanced privacy and security.
• Each ecosystem (Bitcoin, Ethereum, Solana) is using ZK technology differently to address specific challenges and enhance functionality for users.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• $240K Target: Bitcoin is projected to reach $240K by late Q3–Q4 2025, driven by global liquidity, the halving, and institutional demand via spot ETFs.
• Liquidity Drivers: Bitcoin’s bull run will be fueled by U.S. fiscal easing, China’s liquidity injections, spot ETF demand, and the upcoming 2024 halving event.
• Strategic Timing: Historical patterns suggest Bitcoin will peak in late Q3–Q4 2025, driven by synchronized global liquidity expansion and institutional adoption.

• It should come as no surprise that inflation dominated headlines throughout 2022 and 2023.
• This was largely because central banks around the world, including the U.S. Federal Reserve (Fed) and the European Central Bank (ECB), had to respond to rising inflation by aggressively increasing interest rates.
• The chart below highlights these interest rate changes.

• Discussion on the performance and outlook of various assets, including Solana, Ethereum, and Bitcoin
• Analysis of market trends and potential factors that could drive asset valuations in the future
• Debate on the future dominance and valuation of different L1 networks such as Solana and Ethereum
• Speculation on the potential for an L1 network to surpass the market cap of Bitcoin and gold
• Mention of upcoming report release and the importance of becoming a subscriber for detailed insights

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• In September 2023, TON Foundation and Telegram announced a strategic partnership with the ambitious goal of onboarding 30% of Telegram’s active users to TON by 2028. Serving as the infrastructure layer, TON leveraged Telegram Mini-App to reach and engage Telegram’s vast user base.
• The success of Notcoin paved the way for activating Mini-App users through social games. Subsequently, users were introduced to crypto through airdrops of game-launched tokens and meme coins. To support this growth trajectory, the foundation has utilized TON Grants, The Open League, and offline events to align with these objectives.
• By July 2024, Telegram Mini Apps reached 500 million monthly active users (MAUs), elevating Telegram’s MAUs to a new peak of 950 million. By October, 30 million of these users had transitioned into the cryptocurrency world.

• Sui Network, a blockchain platform from Mysten Labs, is redefining scaling with its object-centric architecture, parallel execution model, and Move programming language.
• By combining innovative consensus mechanisms like Mysticeti and upgrades such as Adelie and Mahi-Mahi, Sui is advancing beyond traditional L1 architectures to support high-throughput and low-latency operations.
• Its ecosystem spans diverse sectors, from DeFi to gaming, while its robust tokenomics and cryptographic features enhance usability and security.

• Discussion of ins and outs of option pricing and market risk
• Examples of price volume spirals in meltdown and melt up scenarios
• Exploration of value and instability in market dynamics

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• Trump is gradually building a team to “make America great again” in the crypto space—a move that certainly cannot come soon enough.
• The most significant news from the past week includes the following highlights.
• Trump Names David Sacks as White House AI and Crypto Czar’ at Bloomberg

• Just two days ago, Bitcoin surged past the $100,000 milestone for the first time, reaching a peak of $104,000.
• This achievement is highly significant, not only because it represents a critical psychological threshold but also due to the immense media attention such milestones attract.
• Historically, this kind of coverage has often spurred increased interest from retail investors, who may be prompted to purchase Bitcoin as a result.

• Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build what they call a Strategic Bitcoin Reserve.

• This idea has been floating around for a while. Robert Kennedy Jr. gave it a big boost in July when he promised to make the Treasury buy a quarter of all Bitcoin in circulation was he elected as president.

• Since the election, various crypto celebrities have chimed in and politicians at the state and the federal level have come up with policy proposals to push this agenda.