Crypto Assets Industry Weekly News Summary

Macroeconomic Trends

Bitcoin is gradually becoming a liquidity hedge tool, with an increase in the proportion of long-term holders and the participation of institutional investors being the main reasons. Recently, 30 publicly traded companies in the U.S. have incorporated Crypto Assets into their balance sheets, involving multiple industries such as finance, technology, healthcare, and entertainment, with these companies' stock prices averaging an increase of 438%.

Insiders expect Bitcoin to potentially hit $250,000 by the end of the year, while most small Crypto Assets struggle to rise significantly again. In the second half of 2025, the Crypto market may be influenced by expectations of interest rate cuts and a reshaping of the dollar system.

The competition in the stablecoin sector is intensifying, with many technology and financial giants making moves. A large bank has launched a deposit token JPMD, deployed on the Base blockchain, which may have interest-bearing features in the future.

With the improvement of the regulatory environment, more and more crypto assets companies plan to go public in the United States. Currently, 13 crypto assets companies are preparing for an IPO.

Artificial Intelligence and Crypto Assets

The founder of OpenAI stated that humanity may have entered the early stage of the "singularity" of artificial intelligence. Several AI-related projects have received significant funding, such as PrismaX and Yupp, which secured investments of $11 million and $33 million respectively, aimed at addressing the challenges of AI data incentives and evaluation.

Decentralized AI training still faces many challenges, including system architecture, communication protocols, encryption security, and other aspects.

Emerging Projects and Ecosystems

The social prediction market Upside on the Base chain has attracted attention, allowing users to predict content popularity by buying and selling "votes" and earn profits. New opportunities have also emerged in the DeFi sector, with projects like yield-generating stablecoins gaining significant attention.

EigenLayer launched the verifiable cloud platform EigenCloud, securing $70 million in investment, aimed at integrating the trust mechanisms of Web3 with the functional advantages of Web2.

Industry Trends

A well-known exchange unexpectedly rose during the Russia-Ukraine conflict, with its platform coin soaring four times within a year. Another large American exchange expanded its influence through sponsorship activities and acquisitions, successfully entering the S&P 500 index.

A new regulation from a certain exchange has led to about 100,000 users withdrawing from its incentive program, reflecting the platform's shift from simple point manipulation arbitrage to a mechanism that places greater emphasis on genuine interaction and value capture.

Multiple well-known IPs choose to issue exclusive chains on Avalanche, mainly considering factors such as cost and technical thresholds.

Regulation and Compliance

The People's Bank of China announced the establishment of an international operation center for digital renminbi and will carry out a comprehensive reform pilot for offshore trade financial services in the new area of Lingang, Shanghai.

The People's Court Daily suggests exploring the overseas compliance monetization of virtual currency and the destruction mechanism of "black hole addresses".

A certain Crypto Assets payment service provider has suspended all card services and promised to refund the card issuance fee within 10 working days.

Security and Privacy

A pro-Israel hacker group claims to have attacked an Iranian exchange and threatened to publish the source code and internal data of the exchange.

Recently, 16 billion login credentials have been leaked, involving services from multiple tech giants, which may affect Crypto Assets holders.