Overview of Important Developments in the Web3 Field This Week

Macroeconomic Trends

The price trend of Bitcoin is gradually decoupling from geopolitical situations, showing characteristics of a mature safe-haven asset. The increasing proportion of long-term holders and the rising participation of institutional investors are driving its transformation from a speculative tool to a liquidity hedging tool.

An increasing number of US-listed companies are emulating the strategy of a certain cryptocurrency company by incorporating Bitcoin and other crypto assets into their balance sheets. This practice has expanded to multiple industries, including finance, technology, healthcare, and entertainment, sparking a capital game of asset revaluation.

Industry insiders predict that Bitcoin may hit a high of $250,000 by the end of the year, but most other cryptocurrencies are struggling to replicate their former glory. Retail interest in Bitcoin remains high, primarily due to its stellar performance and easy-to-understand characteristics.

The second half of 2025 may see the crypto market revolve around expectations of interest rate cuts and the restructuring of the global financial system. Investors need to seize the certainty opportunities of 2026 amidst the turbulence.

Development of Stablecoins

Competition in the stablecoin sector is intensifying. A co-founder of a large fintech company believes that stablecoins are meaningless, while another payments giant is investing heavily in building stablecoin infrastructure. At the same time, e-commerce platforms and fintech companies are actively developing stablecoin payment solutions and applying for licenses.

A large bank has launched a pilot project for deposit tokens, claiming it is superior to traditional stablecoins. The token is deployed on a blockchain that supports Ethereum scaling solutions, targeting institutional clients for the pilot, and may have interest-bearing features in the future.

The Surge of Cryptocurrency Companies Going Public

With a certain payment company successfully landing on the US stock market and its stock price reaching new highs repeatedly, the market's attention to cryptocurrency concept stocks has significantly increased. Thanks to the continuous improvement of the regulatory environment in the United States, many cryptocurrency companies are actively planning to go public in the US.

The Integration of AI and Cryptocurrency

The field of artificial intelligence is experiencing rapid development. The CEO of an AI company stated that humanity may have entered the early stage of the "singularity" where AI surpasses human intelligence.

Several innovative projects combining blockchain and AI have received venture capital support. These projects aim to address key issues such as AI data incentives, model evaluation, and explore new paradigms for decentralized AI training.

DeFi and Emerging Tracks

Emerging DeFi sectors such as social prediction markets and yield stablecoins are receiving much attention. The improvement of the regulatory environment brings new opportunities for DeFi development.

The verifiable cloud computing platform EigenCloud has received significant investment, attempting to integrate the trust mechanisms of Web3 with the powerful features of Web2.

Exchange Dynamics

A certain cryptocurrency exchange is actively expanding its business by enhancing its influence through sponsorship activities, product innovation, and has been included in the S&P 500 index, further penetrating the mainstream financial sector.

Another well-known exchange adjusted its user incentive mechanism, leading to a large number of users withdrawing from its loyalty program. The new rules emphasize real interactions and value capture, rather than simply trading volume or liquidity provision.

Regulation and Compliance

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

The central bank has announced the establishment of an international operations center for the digital renminbi and will carry out a comprehensive reform pilot for offshore trade finance services in the Shanghai Lingang New Area.

The founder of a certain cryptocurrency exchange stated that the company will seek to go public after suspending investigations in the United States.