Rumors about OpenAI developing a social network centered on real human identity verification have sparked a new wave of market attention on the topic of digital identity. As speculation intensifies, Worldcoin's iris-based World ID is seen as one of the potential solutions, and WLD has also experienced a significant price increase driven by market expectations.

The latest Federal Reserve meeting halted plans for interest rate cuts, reshaping market expectations. Bitcoin prices fell, gold prices surged, and rising macro risks have become the primary drivers of the current market outlook.

Learn how to interpret the Fed's rate cut signals using the CME FedWatch Tool, the dot plot, and the yield curve to track the magnitude and pace of cuts, and grasp rate cut signals beyond tonight's FOMC meeting.

Prediction markets are assessing the probability of the Digital Asset Market Transparency Act becoming law by 2026, weighing political support, procedural risks, and strict resolution rules.

The outlook for Bitcoin in 2026 reflects factors such as macro liquidity, U.S. politics, and the AI capital cycle. Prediction markets indicate limited upside potential for Bitcoin in the short term, with increasing risks of consolidation.

Conduct an in-depth analysis of MicroStrategy's Bitcoin leverage strategy, exploring convertible bonds, currency depreciation, and why MSTR can function as a long-term Bitcoin call option.

Interest rate cuts have failed to boost Bitcoin, as liquidity remains constrained. Gold prices have instead surged, rising ahead of currency depreciation, with the market awaiting the full resumption of quantitative easing policies and liquidity.

The historic rise in gold prices reflects a global decline in trust towards US dollar-denominated assets. It is not inflation, but rather central bank accumulation of funds and sanction risks that are reshaping reserve strategies.

Messari's 2026 cryptocurrency thesis explores Ethereum's value capture crisis, the rise of yield-bearing stablecoins, and why skepticism is still necessary despite the strong historical record of institutional research.

Messari's 2026 Crypto Thesis reveals a shift from speculation to system-level integration, focusing on L1 valuation risks, AI agents, DePIN revenue, and equity perps.

After Bitcoin completes its fourth halving on April 20, 2024, the new issuance will be permanently halved, the annualized inflation rate will drop to below 1%, and the supply structure will be transformed from a temporary event into a verifiable and unchangeable long-term low issuance baseline.

In December 2025, with JPMorgan Chase introducing Bank Deposit Tokens (JPMD) and Tokenized Money Market Funds (MONY) into a public blockchain, Real-World Assets (RWA) were integrated into the on-chain settlement, cash management, and asset allocation system for the first time in an institutional-grade, sustainable form, marking the transition of blockchain from "tokenization experiment" to "financial infrastructure".

A practical framework explaining global and local asset pricing, capital flows, and why cryptocurrencies react to risk appetite—not just interest rate cuts or public opinion.

A macro-driven framework explains how global liquidity, interest rates, and risk appetite influence asset rotation, and why the cryptocurrency bull market depends on capital, not narrative.

ETHGas is reshaping Ethereum, transforming block space and time into priced, tradable resources. This article delves into how block space futures and pre-confirmation mechanisms are redefining Ethereum's cost structure, determinism, and scalability.