Core Viewpoint - The cryptocurrency market is positioned for potential recovery, with traditional financial institutions beginning to adopt blockchain solutions, which may drive prices higher. Solana and Chainlink are highlighted as two cryptocurrencies that could benefit from this trend [1]. Group 1: Solana - Solana experienced a decline of 35.7% in 2025, ending the year at $124.52, but previously reached an all-time high of $293.31 in January [3]. - The current price of Solana is $86.82, with a market cap of $49 billion [4]. - Analysts predict that the stablecoin market could grow to $4 trillion by 2030 from over $300 billion currently, indicating a potential increase of over 1,000% [5]. - Solana's speed and low transaction costs position it favorably for on-chain transactions, and it ranks second to Ethereum in developer activity and total value locked, suggesting strong future growth potential [6]. Group 2: Chainlink - Chainlink finished 2025 down nearly 40%, closing at $12.19, with a current price of $8.80 and a market cap of $6.2 billion [7][8]. - The price range for Chainlink over the past five years has been between $5.30 and $52.70, indicating it is currently near the lower end of this range, which presents a strong rebound potential [8]. - As an oracle coin, Chainlink provides essential data for smart contracts, which are crucial for the functioning of decentralized applications. Increased demand for stablecoins may drive the need for reliable data sources, enhancing Chainlink's relevance [9]. Group 3: Market Context - The cryptocurrency market faced a significant shock in October 2025, with over $19 billion in leveraged positions liquidated, impacting market momentum [11]. - Recent legislative changes in 2025 have removed some barriers to adoption, suggesting a potential shift in market dynamics as traditional finance embraces blockchain technology [12].

Cardano 创始人 Charles Hoskinson 表示，自己在加密资产上的账面亏损已达到约 30 亿美元，但并不打 算出售任何持仓。尽管账面浮亏约 30 亿美元，Hoskinson 强调这些损失尚未实现，即他并未出售重要 资产来 "止损"。他进一步重申，对去中心化平台、智能合约技术以及区块链协议长期应用前景的信心 并未动摇，认为短期价格波动不会改变其对区块链变革潜力的判断。（financefeeds） （来源：吴说） 来源：市场资讯 ...

Ether (CRYPTO: ETH), the native cryptocurrency of the Ethereum blockchain, has shed more than a third of its value this year amid the broader crypto market's swoon. However, could it bounce back and rise more than tenfold over the next few years? What are Ether's catalysts and challenges? Ether could originally be mined like Bitcoin (CRYPTO: BTC), but it transitioned to the more energy-efficient proof-of-stake (PoS) consensus mechanism in 2022. After that upgrade, it could no longer be mined. However, it ...

Core Insights - The narrative around Bitcoin as digital gold is losing its appeal, leading to a renewed interest in Ethereum, which powers a significant portion of decentralized finance and stablecoin markets [3] - Ethereum's smart contract capabilities and its first-mover advantage have resulted in nearly 60% of funds locked in decentralized finance being on its ecosystem [4] - Ethereum faces challenges such as slower transaction speeds and scalability issues compared to newer blockchains, relying on layer 2 solutions for efficiency [5] Investment Drivers - Adoption of stablecoin legislation and interest in real-world tokenization could signal significant changes in the blockchain industry, with Nasdaq proposing tokenized security trading [6] - The potential for increased institutional and corporate treasury buying of Ethereum is anticipated, particularly with the expected changes in staking rewards for Ethereum ETFs [6] - Ethereum's adaptability is highlighted, with expectations for a mix of technical, economic, and community-led solutions to address current layer 2 value imbalances [6]

Ethereum continues to build long-term value even as its price struggles to reflect the progress. SharpLink CEO Joseph Lubin recently highlighted this disconnect: Ethereum keeps delivering on core upgrades and adoption milestones, yet short-term traders remain focused elsewhere. So why is crypto crashing despite wider adoption and normalisation? Ethereum remains the leading platform for decentralized applications, powering automated financial tools and smart contracts that operate without intermediaries. ...

Core Insights - Cardano (CRYPTO: ADA) is currently not recommended for investment until it demonstrates a specific competitive advantage that distinguishes it from other cryptocurrencies [1][5] - The blockchain has focused on a rigorous research and development process, but lacks a strong economic moat that would protect it from competitors [3][5] Current Positioning - Cardano is involved in decentralized finance (DeFi) and stablecoins but is only marginally competitive in these areas, which may not lead to significant investor returns [4][5] - The lack of a unique niche or superior outcomes compared to rivals has resulted in Cardano's underperformance relative to other major cryptocurrencies over the past three years [5] Metrics to Monitor - Investors should monitor two key metrics to assess Cardano's potential for improvement: 1. An increase in total value locked (TVL) over multiple quarters [7] 2. The attraction of long-term applications, indicated by app revenue, the number of new apps launched monthly, and the count of monthly active wallet addresses [7] Investment Considerations - Cardano is designed for smart contracts but must outperform its peers to succeed in the competitive blockchain landscape [9] - Current recommendations suggest exploring other investment opportunities until Cardano shows significant progress in the aforementioned metrics [8][10]

Core Insights - Polkadot (CRYPTO: DOT) launched in August 2020 at $2.69 per token and reached a peak of $54.98 on November 4, 2021, but currently trades at less than $2 [1][2] - The decline in Polkadot's value is attributed to rising interest rates impacting the cryptocurrency market and its diminished relevance compared to major cryptocurrencies like Bitcoin and Ethereum [2] Unique Features - Polkadot was created by Gavin Wood, a co-founder of Ethereum, and utilizes a proof-of-stake (PoS) consensus mechanism, allowing tokens to be staked rather than mined [4] - It supports smart contracts for decentralized applications (dApps), NFTs, and tokenized assets, with its core Relay Chain managing security, validation, and cross-chain communication [5] - The architecture of Polkadot allows for flexibility through parachains, which operate independently while being rooted in the Relay Chain, contrasting with monolithic PoS blockchains like Ethereum [6] Recent Developments - Polkadot's parachains have been upgraded for faster access speeds, and the new Asset Hub centralizes asset management, smart contract operations, and governance for developers [7] - The platform aims to evolve into a "decentralized supercomputer" for app development [7] Market Position - Polkadot's price has decreased over 96% from its all-time high, and it faces competition from Bitcoin and Ethereum in the current volatile market [8]

Regulatory Framework - South Korea is tightening regulations on crypto platforms, using app stores as a means of enforcement to distinguish between compliant digital finance and unregistered crypto activities [1] - The National Assembly has passed amendments to the Capital Markets Act and the Electronic Securities Act, establishing a legal framework for tokenized securities across various financial products [2] - The Financial Services Commission will lead the implementation of these laws, which are set to take effect in January 2027 after a one-year preparation period [3] Tokenized Securities - The new framework defines security token offerings as securities under the Capital Markets Act, with issuance and distribution information recorded on a blockchain-based distributed ledger [2] - This regulatory framework is expected to enhance the use of smart contracts and facilitate distributed ledger-based securities and account management [3] Enforcement Measures - Google Play has introduced new restrictions for crypto apps in South Korea, requiring crypto exchanges and wallet providers to register as virtual asset service providers with the Financial Intelligence Unit to remain listed [4] - Starting January 28, 2024, Android users in South Korea will be unable to download or update apps from unregistered overseas exchanges, effectively blocking major global platforms like Binance and Bybit [5] - As of Q3 2025, Android users account for over 80% of the South Korean market, making these restrictions a significant enforcement tool [6]

Core Insights - The article compares Bitcoin and Shiba Inu, highlighting their different investment profiles and potential for future gains. Bitcoin is viewed as a more stable, blue-chip investment, while Shiba Inu is characterized as a smaller, more volatile meme coin [6][11]. Group 1: Bitcoin Overview - Bitcoin operates on a proof-of-work (PoW) consensus mechanism, with a maximum supply of 21 million tokens, of which nearly 20 million have been mined [3][4]. - The price of Bitcoin has increased by over 120% in the past two years, bolstered by its reputation as "digital gold" and institutional adoption [9]. - Bitcoin's recent halving in 2024 has tightened its supply, further enhancing its appeal to investors [9]. Group 2: Shiba Inu Overview - Shiba Inu has a total supply of one quadrillion tokens, all minted on Ethereum's proof-of-stake (PoS) blockchain, and cannot be mined like Bitcoin [2]. - The price of Shiba Inu has fallen by nearly 10% over the past two years, struggling to gain value due to its lack of scarcity and a smaller developer ecosystem compared to Ethereum [10]. - Shiba Inu's Layer 2 network, Shibarium, is still small compared to Ethereum and other developer-oriented blockchains, limiting its growth potential [10]. Group 3: Investment Potential - A $200 investment in Bitcoin in 2010 would be worth $6.4 billion today, while the same investment in Shiba Inu in 2020 would have grown to $1.2 million [5]. - For Bitcoin to turn a $10,000 investment into $1 million, its market capitalization would need to rise 9,900% to $193 trillion, making it the world's most valuable asset [12]. - Bitcoin is expected to outperform Shiba Inu in the long term due to clearer catalysts and a more established market position [11][14].

Core Viewpoint - The cryptocurrency industry faced significant losses in 2025, but a potential recovery is anticipated in 2026, particularly for Ethereum, which could see its price rise significantly [1][11]. Industry Overview - The cryptocurrency market, including major players like Bitcoin and Ethereum, experienced declines, with Bitcoin down 5% and Ethereum down 11% by the end of 2025 [1]. - Ethereum serves as a platform for decentralized applications, governed by smart contracts, which ensures decentralization and security [3][4]. Market Predictions - Analyst Tom Lee forecasts that Ethereum could reach $9,000 per coin early in 2026, representing a potential upside of 177% from its current trading price [2]. - This prediction is supported by the growing adoption of decentralized applications and stablecoins, which are increasingly being utilized in the financial sector [8][10]. Market Dynamics - The Ethereum network is decentralized and operates on thousands of nodes globally, ensuring high uptime and resilience [4]. - Ether functions as the fuel for the Ethereum network, with demand expected to rise as more decentralized applications are developed [5][6]. Adoption Trends - The rise of stablecoins, many of which are built on Ethereum, indicates a shift towards more efficient payment systems, surpassing traditional payment methods in volume [10]. - BlackRock's exploration of tokenizing ETFs on the blockchain highlights the increasing institutional interest in Ethereum's capabilities [8]. Market Capitalization Context - If Ether reaches $9,000, its market capitalization would be approximately $1.08 trillion, still smaller than Bitcoin's market cap of $1.85 trillion [12].