Core Insights - The total cryptocurrency market has decreased to $3.76 trillion from an all-time high of $4.32 trillion within a week, primarily due to macroeconomic turmoil and international trade tensions [1] Group 1: Bitcoin - Bitcoin has experienced a decline of 9.3% since October 7, presenting a potential buying opportunity as it serves as a long-term hedge against market threats [3][8] - The geopolitical tensions are increasing stress on the global financial system, positioning Bitcoin as an alternative for holding or moving monetary value, which may lead to higher prices over time [4] - While Bitcoin is not without risks, it appears to be a reasonable investment at its current discounted price [5] Group 2: Polkadot - Polkadot is currently trading 70% below its 52-week highs, despite being in the midst of significant structural changes and technical upgrades [6][8] - The ongoing Polkadot 2.0 upgrade aims to enhance its capabilities, creating a "supercomputer on the blockchain" that can execute various computer codes on a high-performance network [7] - Polkadot is transitioning to an inflation-resistant staking system, limiting the total number of coins that can be minted, similar to Bitcoin's capped supply [9]