I gathered all the historically most accurate Wall Street institutions, influencers, and legendary forecasters for gold, comparing their predictions against actual outcomes—after compiling a ten-year analysis of the most accurate forecasts, the conclusion is surprising.

In 2026, a16z began systematically training founders in content dissemination. Soaring customer acquisition costs, AI-accelerated product homogenization, and consumers demanding "human touch" — these three trends converge on the same conclusion: founder IP is the most efficient growth lever in the AI era and the most difficult barrier to replicate.

Elon Musk announced that Tesla, SpaceX, and xAI are jointly building Terafab—a $250 billion 2-nanometer chip fabrication plant, targeting an annual production capacity of 1 terawatt of AI computing power. This is the story of one man challenging NVIDIA's monopoly and rewriting the AI power map.

On-chain treasuries have surpassed $4B+, the RWA narrative is booming, but tokens have fallen over 90% from their highs. The problem isn't that retail investors can't get in, but that the token economic model was fundamentally flawed from the start—tokens became a subsidy tool rather than a value carrier. The truly successful RWA projects will be those that first solidify the asset side before discussing token value.

Growth has become a matter of life and death for all projects.

80% of AI content on X is essentially fear-based marketing. Those who shout "you're finished if you don't use AI" aren't selling AI capability—they're selling your anxiety. The real winners aren't those who use AI the most, but those who know when *not* to use it.

With Web3 and AI as our two keys, we have the first opportunity to explore, and even modify, the rules of this "simulated world."

With the advancement of AI technology, the technical barriers to entry for Web3 products are relatively lowering. Consequently, the competition for attention and liquidity in marketing has become even more intense. Yet, marketing capability remains the most easily overlooked critical component for most project teams. Based on this, XDO attempts to launch this "Web3 Marketing Annual Whitepaper," aiming to formalize market experience into a report as much as possible: deconstructing and sharing excellent marketing design strategies, hoping to be helpful for entrepreneurs and marketing practitioners in the industry.

When we talk about prices, we're actually talking about the future. Because price is never the "present," but rather the market's discounted representation of the future. If we continue to focus solely on prices, the future will slip away before our eyes.

The main driving force behind this round of crypto market growth is a "policy cycle" proactively driven by the US government through regulation and policy. From the GENIUS Act establishing federal legal status for dollar-denominated stablecoins, to the SEC's launch of the "Crypto Everything" initiative, to the permission for 401(k)s to invest in digital assets, the US is systematically integrating crypto assets into the dollar-dominated financial system. The article argues that short-term opportunities lie in aligning with policy and capital flows, while long-term value depends on whether the sector can align with future financial and technological developments. Once regulations are clarified, truly valuable sectors will emerge, while pseudo-concepts without real support will be eliminated.

This article focuses on the current dilemma of crypto projects in the airdrop incentive mechanism, pointing out that relying solely on own tokens for user incentives often leads to problems such as short-term traffic, difficulty in user retention, and ecological overdraft. It proposes a "the wool comes from the pig" business model as a solution, emphasizing that project parties should use their own unique resources and introduce external partners to pay for user incentives, thereby achieving a win-win situation for all parties.

The tokenization of U.S. stocks brings higher quality assets, but it will also subtly rewrite the flow structure of funds on the chain.

Just like everything can be added to the Internet, its real potential is to reconstruct the usage path, lower the collaboration threshold, and give birth to a batch of truly functional products and systems in the post-blockchain era.

Solana’s top narrative for 2025, a comprehensive interpretation of Solayer, SOON, and Sonic SVM.

Whether it is XRP or other Crypto assets, they may provide alternative solutions when the US dollar system is in turmoil.