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IOSG Ventures: A Game with No Winners, How to Break the Deadlock in the Altcoin Market?

The article "IOSG Ventures: A No-Winner Game, How to Break the Dilemma of the Altcoin Market?" analyzes the current crisis in the altcoin market, attributing it to flawed token issuance practices from the 2021-2022 funding bubble. A key issue is the "low float trap," where tokens are launched with minimal circulating supply to artificially maintain high fully diluted valuations (FDV), creating a lose-lose situation for exchanges, token holders, projects, and VCs. The market's responses, including meme coins and MetaDAOs, have failed, leading to rampant speculation or excessive control that alienates talent and exchanges. The author proposes a rebalancing act: Exchanges should shift from arbitrary lockups to KPI-based vesting. Holders should demand transparency and control over major decisions, not micromanagement. Projects should only issue tokens with clear utility and product-market fit. VCs must be more rigorous and stop forcing token launches on every project. The next 12 months are expected to bring a final wave of supply shock from past VC investments. However, the author remains optimistic, believing tokens offer unique mechanisms for growth and community building that equity cannot. The market shows self-correcting signs, with stricter exchange listings and evolving investor protections. The long-term threat is a "lemon market" where only failing projects issue tokens, but this can be avoided if the industry adopts better standards and selective, value-add token launches.

marsbit01/07 03:37

IOSG Ventures: A Game with No Winners, How to Break the Deadlock in the Altcoin Market?

marsbit01/07 03:37

Interview with Yvonne: How Does USDD, Aiming to Be an 'Interest-Bearing USDT', Achieve Its $1 Billion Goal?

Interview with Yvonne Chia, Head of Communications at USDD, discussing the stablecoin's strategy to reach a $1 billion liquidity goal. USDD, positioned as an "interest-bearing version of USDT," emphasizes stability, security, and sustainable yield. Key points include: - The stablecoin market is growing rapidly, with projections reaching $3-4 trillion by 2030. - USDD differentiates itself through over-collateralization (CDP model), a Peg Stability Module (PSM) for 1:1 swaps, and transparency via on-chain audits and real-time data. - Its yield-bearing product, sUSDD, offers automated compounding interest and DeFi integration, with TVL surpassing $295 million. - Revenue is generated through Smart Allocator investments, vault fees, and liquidation proceeds, prioritizing sustainability over short-term high APY. - USDD has expanded beyond Tron to Ethereum and BNB Chain, leveraging partnerships and multi-chain strategies to drive adoption. Upcoming initiatives include a second season of Binance Wallet Yield+ and a Bitget wallet campaign with $100,000 in rewards.

Odaily星球日报01/07 03:32

Interview with Yvonne: How Does USDD, Aiming to Be an 'Interest-Bearing USDT', Achieve Its $1 Billion Goal?

Odaily星球日报01/07 03:32

Crypto.com and Changer.ae Sign MoU to Expand Regulated Digital Asset Services in UAE

Crypto.com and Changer.ae, a regulated virtual asset service provider under Abu Dhabi Global Market (ADGM), have signed a Memorandum of Understanding (MoU) to expand regulated digital asset services in the UAE. The partnership aims to leverage Crypto.com’s global infrastructure and Changer’s FSRA-licensed platform to enhance access to secure and compliant digital asset offerings, including crypto-fiat conversions, custody solutions, and related use cases. This collaboration supports the UAE’s strategy to become a global hub for digital finance by combining innovation with strong regulatory oversight. Both companies emphasized the importance of responsible adoption of digital assets in line with the country's vision for a resilient digital economy.

TheNewsCrypto01/07 03:29

Crypto.com and Changer.ae Sign MoU to Expand Regulated Digital Asset Services in UAE

TheNewsCrypto01/07 03:29

Dragonfly Managing Partner Haseeb Qureshi: My Top 3 Crypto Investors

Dragonfly managing partner Haseeb Qureshi shares his perspective on the top three cryptocurrency investors of all time, reflecting on their impact and legacy in the highly competitive crypto VC landscape. In third place is Dan Robinson of Paradigm, praised for his hands-on, foundational contributions to major crypto projects like Uniswap V3, Flashbots, and Optimism. Qureshi describes him as a polymath and value-creator on par with traditional VC legends. Second is Chris Dixon of a16z, recognized as a crypto pioneer who legitimized the industry and brought institutional capital and narrative clarity to the space. His early bets on Coinbase and Uniswap were both visionary and counter-consensus at the time. Topping the list is Kyle Samani of Multicoin Capital, whom Qureshi acknowledges as a truly contrarian investor. Despite often disagreeing with him, Qureshi credits Samani’s conviction in Solana—through its seed investment and through the FTX collapse—as the single best trade in crypto VC history, embodying the power law nature of venture returns. Qureshi concludes by honoring all three for their roles in shaping the industry and driving it forward through multiple cycles, acknowledging that though he competes with them, he has learned from each and respects their contributions deeply.

marsbit01/07 03:17

Dragonfly Managing Partner Haseeb Qureshi: My Top 3 Crypto Investors

marsbit01/07 03:17

Ethereum Ready To Breakout Against Bitcoin – Analyst Reveals When To Sell

Cryptocurrency analyst John Carter presents a bullish technical analysis for the ETH/BTC trading pair, which is showing renewed momentum. The price is approaching the upper boundary of a long-term Broadening Wedge pattern on the weekly chart. After a sharp rebound from the wedge's lower support, the pair is now consolidating near resistance, with breakout signals emerging. Carter identifies key upside targets if a breakout occurs: an initial target at 0.041 BTC, followed by 0.051 BTC and 0.060 BTC. The primary sell zone is set at 0.081 BTC, where significant selling pressure is anticipated. The analysis also outlines critical support levels to watch in case of a pullback: the first major support is near 0.031 BTC, followed by 0.026 BTC. A break below could see the price fall toward 0.022 BTC or even 0.0185 BTC, which is the wedge's support zone. A drop below this level could push ETH/BTC toward the pattern's lower boundary near 0.010 BTC.

bitcoinist01/07 03:02

Ethereum Ready To Breakout Against Bitcoin – Analyst Reveals When To Sell

bitcoinist01/07 03:02

From TPS to BONK, here’s how Solana can catch up in 2026!

Despite a significant 34.16% price decline in 2025, Solana (SOL) demonstrated dominant on-chain performance, leading all Layer 1s with an average of 1.1k TPS—a 34% year-over-year increase. This fundamental strength is now being highlighted by a 2026 memecoin resurgence, with the sector's market cap up 30% and Solana capturing substantial inflows. Bonk (BONK) and key launchpads, like LetsBonk.fun, are driving this activity, with $228 million in trading volume. This underscores Solana's superior throughput and execution capabilities, positioning it for a potential price recovery as network activity catches up to its strong fundamentals.

ambcrypto01/07 03:02

From TPS to BONK, here’s how Solana can catch up in 2026!

ambcrypto01/07 03:02

US Crypto Firms Face Prolonged Compliance Limbo as Market Structure Bill Slips

A key U.S. legislative effort to regulate cryptocurrencies, the market structure bill (CLARITY Act), faces significant delays and may not pass until 2027, with full implementation potentially extending to 2029. According to TD Cowen analysts, political dynamics—including Democratic concerns over conflicts of interest—are stalling progress. A major point of contention is a provision restricting government officials and their families from crypto ownership, which directly impacts former President Trump’s family. A proposed three-year delay in enforcement would push the rule beyond the next presidential term. The uncertainty prolongs regulatory limbo for crypto firms, potentially hindering institutional adoption and innovation in the U.S. Meanwhile, Bitcoin trades near $94,000 as of early 2026, and international regulatory frameworks continue to advance.

bitcoinist01/07 02:06

US Crypto Firms Face Prolonged Compliance Limbo as Market Structure Bill Slips

bitcoinist01/07 02:06

Shiba Inu jumps 30%! But why does SHIB’s current rally look different?

Shiba Inu (SHIB) started the year with a significant 30%+ price surge. While it may resemble a typical memecoin rally, this move is supported by notable buying activity from mid-sized holders—wallets holding between 1,000 and 100,000 SHIB—which have been accumulating for months. Technically, the price broke above key short-term moving averages with strong momentum, though the RSI indicates overbought conditions. The rally appears driven more by short-term traders than long-term holders, raising questions about its sustainability. Additionally, Shibarium data shows consistent transaction growth and increased fee activity, suggesting steady user engagement. For the rally to hold, continued ecosystem activity and structural demand will be crucial. The move isn’t baseless, but its durability depends on whether current momentum and holder confidence persist.

ambcrypto01/07 02:02

Shiba Inu jumps 30%! But why does SHIB’s current rally look different?

ambcrypto01/07 02:02

When Altcoins Lose Consensus, Excess Returns May Lie in the Neglected 'Ruins of Innovation'

Currently, the crypto market is dominated by a nihilistic sentiment, driving investors toward "safe" consensus narratives like stablecoins, prediction markets, and RWAs. However, this defensive stance overlooks a key reality: the industry remains largely "pre-fundamental," with speculation, not cash flows, as the primary price catalyst. As the space matures, most altcoins are likely to underperform Bitcoin due to evaporating speculative premiums. The core issue is scale: on-chain revenue remains minuscule globally, and most tokens are still priced on future expectations rather than actual value. Mature sectors face efficient pricing, leaving little alpha. True excess returns will come from innovation—areas where valuation is unclear, narratives are still forming, and new markets are being created. Key innovative sectors to watch include uPOW (utility Proof-of-Work), which ties mining to valuable output; ownership tokens for lightweight startup financing; decentralized AI training and compute markets; and social metaverse experiments. Solana is well-positioned as the leading infrastructure for future speculative activity. In contrast, chasing mature narratives or low-quality consensus plays often leads to overvalued entry points. The greatest opportunities lie not in safety, but in bold bets on novel, hard-to-value innovations.

marsbit01/07 02:00

When Altcoins Lose Consensus, Excess Returns May Lie in the Neglected 'Ruins of Innovation'

marsbit01/07 02:00

Smart Money Inflows! Decoding the Three Major Drivers Behind BTC's Rebound

Smart Money Inflow: Three Key Drivers Behind BTC's Rebound On the first trading day of 2026, BTC ETFs saw a significant net inflow of $471 million, marking a potential shift in market dynamics. This comes after two months of substantial outflows totaling $4.57 billion in November and December, where retail investors sold off near the $93K peak. Simultaneously, three critical signals emerged, indicating a transition from a narrative-driven market to one fueled by capital. First, ETF flows reversed from negative to positive, with institutions buying at levels where retail was selling. BlackRock's IBIT, the largest BTC ETF, dominates trading volume, highlighting institutional accumulation. Second, the Federal Reserve halted its Quantitative Tightening (QT) policy, which had drained liquidity since March 2022, and began a technical expansion of its balance sheet, adding $59.4 billion in a week. This shift from liquidity withdrawal to injection provides a crucial foundation for risk assets like Bitcoin. Third, new whale entities, including Tether, accumulated over 100,000 BTC ($12 billion), though some data may be inflated by exchange wallet consolidations. The real buying pressure stems from new, smaller whales and ETF inflows, not large existing holders. The 2025 rally was driven by narratives like the halving and ETF approvals, while the current 2026 momentum is backed by tangible capital from institutional allocations and macro liquidity. This suggests a potential "slow bull" market with reduced volatility, akin to gold's multi-year climb, rather than the sharp rallies and crashes of the past. Key risks include potential overestimation of whale buying, the limited scale of the Fed's current expansion compared to full QE, and the persistent behavioral gap where retail investors panic-sell during dips while institutions buy. The lesson is clear: follow capital flows, not price swings, and adopt a patient, disciplined approach suited for a more stable, institution-led market.

marsbit01/07 01:39

Smart Money Inflows! Decoding the Three Major Drivers Behind BTC's Rebound

marsbit01/07 01:39

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