Core Insights - Bitcoin and the entire digital asset space are becoming an irreversible part of the global mainstream financial landscape, moving beyond the concept of "electronic cash" to a new type of asset characterized by counter-cyclicality, high volatility, and scarcity [1][3] Group 1: Bitcoin's Value Proposition - The core value of Bitcoin lies in its ability to act as a "reverse hedge" against the traditional financial system's inflationary pressures caused by central banks' money printing [3][4] - Bitcoin's absolute scarcity, capped at 21 million coins, makes it an ideal tool against global central bank monetary expansion and inflation, earning it the title of "digital gold" [5] Group 2: Investment Strategies - Ordinary investors should view digital assets, particularly Bitcoin and Ethereum, as a high-elasticity "overweight gold" rather than a primary asset due to their significant volatility [4] - Recommended asset allocation for digital assets is between 1% to 5% of total assets, treated as "risk capital" that would not impact core life and wealth goals if lost [5] - A long-term holding and dollar-cost averaging (DCA) strategy is advised to mitigate high volatility risks, avoiding short-term speculative trading [5] - Investors should focus on established digital assets like Bitcoin and Ethereum, avoiding the majority of emerging "altcoins" that may ultimately fail [5] Group 3: Future of Blockchain Technology - Blockchain technology represents the foundational infrastructure for the future of finance and the internet, with opportunities in decentralized finance (DeFi) and Web3 [6][7] - DeFi is reshaping lending, trading, and asset management, enhancing efficiency and reducing costs [7] - Blockchain enables secure and transparent ownership and transactions of digital assets, leading to the emergence of new industries such as NFTs and the metaverse economy [7]

二、投资逻辑：三大维度筛选潜力公链 1. 技术路线：解决"不可能三角"的创新方案 2. 生态活力：开发者与用户增长是关键 3. 商业模式：收入与代币经济模型 一、公链：数字世界的"信任基建"，为何值得投资？ 公链作为Web3的底层基础设施，通过去中心化、透明不可篡改、智能合约执行三大特性，成为支撑DeFi、NFT、GameFi等应用的核心载体。其投资价值体 现在： 1. 技术壁垒高：公链是区块链创新的源头，技术迭代直接影响行业格局（如以太坊从PoW转向PoS）； 2. 生态网络效应强：开发者和用户迁移成本高，头部公链形成"护城河"（如以太坊占DeFi TVL的70%）； 3. 政策红利窗口：全球监管逐步明确，合规化公链将获得长期发展机会（如Polygon与金融机构合作）。 · 模块化架构：Celestia专注数据可用层（DA），降低Layer2开发成本，2025年市值增长超200%； · 高性能优化：Solana通过PoH共识实现万级TPS，2024年DEX交易量多次超越以太坊，成为高频交易首选； · 安全与去中心化：以太坊通过分片（Sharding）和Danksharding技术，2025年理论TPS提升至 ...

“NFT szn is almost here I can feel it”Denise 🤌🐾🇮🇹 (@NoDMsPerfavore):What’s this yoga pose called? https://t.co/QibkmPS2nG ...

The next 5 NFT Strategies come on MondayThen 5 more the following weekThen daily auctions for new strategies 👀All of which send fees back to PNKSTRBullishAdam (@Rhynotic):a north star vision for NFTStrategy and $PNKSTRtl;dr - every project needs a strategy. @token_works is building that foundationaudits - audits are wrapping up, performed by @0xleastwood. there were no critical findings, but minor fixes and improvements have been applied to ...

Join the @asx_capital community by picking up a yield-bearing NFT on @BlockzGG - Monthly yield airdrops, no claim process required... 👀👇ASX (@asx_capital):Hold an NFT, earn RWA yield in the form of a monthly airdrop. 💰It's that easy.Get yours now 👉 https://t.co/0T3sWSt3Ug*APR represents current floor price* https://t.co/ztxK5bYf4D ...

The O'Ruggin Trail is now playable on Cartridge's Katana devnet.Today, we explore how this fully onchain text adventure is turning game saves into tradable stories and pointing toward new possibilities for onchain gaming.Let's dive in👇~~ Guest post by @heynejc of FOCGERS ~~Built in Cairo, wrangled with Dojo, and piped through the Cartridge gaming stack, O'Ruggin looks at first like a dusty throwback.Yes, it's a remix of The Oregon Trail series spiced with crypto satire. But the further you get in this fully ...

gm 🌊 https://t.co/XzuTJHMcdE ...

The Morning Minute (10.3)Powered by @yeet⏰Top News:-Crypto majors continue to grind up as Bitcoin breaks $120,000-BNB hits new ATH over $1,100 kicking off BNB SZN (Cake + memes soar)-CME 24/7 will launch 24/7 crypto futures and options trading in early 2026-Moonbirds tease BIRB token for first time, floor passes 4 ETH before retracing-Art Blocks announces Quine by Larva Labs as final Art Blocks Curated🌎 Macro Crypto and Memes-Crypto majors are green again, as Bitcoin breaks $120k; BTC +1% at $120,350, ETH + ...

I've had 37 dudes on payroll having conversations with themselves in the Monad discord for the last 2.5 years.They have the highest roles and totally separate wallets and have multiple whitelists for the best ecosystem NFTs.Total weekly cost $117.I cannot wait for TGE.Monad (mainnet arc) (@monad):airdrop claim loading▓▓▓▓▓▓▓░░░░░░ 51% ...

Ethereum NFT collection Moonbirds is flying high again, with prices rising after the project announced plans to launch a Solana token. https://t.co/qdS3spiInM ...