SmartContractPhobia

The Bitcoin market is undergoing a structural shift influenced by economic instability and geopolitical risks, with institutional products like ETFs transforming market dynamics. Three potential catalysts for rising prices include expanded asset allocation by institutional investors, wealth effects driving liquidity, and funds flowing from the stock market.

As the global political and economic order is rapidly reshaping, gold is quietly returning to the center stage of the market. The incremental annual report "In Gold We Trust" for 2025 suggests that the movement of gold reflects not just a temporary price increase but a fundamental transformation of the financial system. The report indicates that gold prices could reach $8,900 by the end of 2030, emphasizing that the current bull market is still in its early stages.
Current Status of the Gold Market Movement
Over the past five years, the movement of gold has been dramatic. While global gold prices have increased by 92%, the real purchasing power of the US dollar has decreased by nearly 50%. As of the end of April 2025, gold has reached a total of 22 all-time highs in US dollar terms.

As the "American sell-off" trades send a major ripple through the global financial markets, the cryptocurrency market has also entered a rapid correction phase, led by the US coin market. From mid to late January, a "triple decline" scenario occurred where US stocks, bonds, and the dollar were sold off simultaneously, accelerating the global risk-averse sentiment. As a result, gold hit an all-time high of $4,888 per ounce, while the entire cryptocurrency market is also facing significant volatility.
Global financial market sentiment deterioration directly impacts the US coin market
On January 20, triggered by a sharp plunge in Japan's long-term government bonds, a global risk-avoidance movement accelerated. The yield on the US 10-year Treasury rose to 4.311%, and the S&P 500 was...

PayPal is pursuing a banking license in Utah to establish "PayPal Bank," focusing on innovative financial services and expanding its investments in cryptocurrency. This move signifies the merging of traditional banking and blockchain technology, potentially accelerating industry digitization.

OpenAI's CEO Sam Altman is negotiating with major Middle Eastern investors for over $50 billion in funding, potentially raising the company's valuation to between $750 billion and $830 billion. This funding aims to secure investments for AI development, infrastructure, and talent acquisition.

The essay discusses the paradox of a strong economy not translating into positive stock market responses, highlighting concerns over interest rate policies. It critiques current financial policy, arguing for a balance that aligns economic growth with market behavior and warns against extreme control by financial elites.

Redstone, an Oracle solutions company, has acquired a platform for security tokens and a conference business, enhancing its access to over 800 tokenized real-world asset products and integrating the STM tokenization conference brand. This strategic move signals a significant shift in Redstone’s commitment to the token-based asset market and is expected to accelerate market growth.

In January 2026, the X (formerly Twitter) platform began to show signs of frantic activity. There was a sense of urgency in Musk's tweets. He openly stated, "We are still not paying creators enough, and our revenue sharing mechanism is not optimized. YouTube is surpassing us in this regard." The underlying reason for this urgency is fierce competition among platforms and the stark reality that words like emojis cannot fully convey.
Last weekend, the official X announced a "$1 million Article Contest Campaign," sparking a "long-form article boom" on the platform. Currently, the most talked-about article is DAN KOE's "How to Fix Your Life in 1

Strive's perpetual preferred stock (SATA) recently hit a $100 face value, indicating a strong position in Bitcoin reserves with 12,797 BTC held. The stock's rise enhances capital raising capabilities, supporting future Bitcoin purchases and improving competitiveness in the market.

The essay discusses the investment strategies of "Mr. Bitcoin," a significant Bitcoin investor known for consistent purchases of 100-110 BTC. As of July 2024, his holdings reached over 71,587 BTC, with an impressive strategy of buying during market lows and selling during highs, yielding substantial unrealized profits.

CME will launch futures contracts for three cryptocurrencies: Cardano, Chainlink, and Stellar. This move is seen as a key step toward spot ETFs for these tokens. The new contracts come in standard and micro sizes to meet the needs of different investors. CME's expansion reflects confidence in these token ecosystems and lays the foundation for regulatory development in the crypto market.

The Three Witching Day event in June this year drew market attention, with $6.5 trillion in derivatives contracts expiring. Market liquidity was limited, and increased volatility became a consensus. Although stock market fluctuations may intensify, it is also important to pay attention to investor sentiment and risk management strategies to cope with potential market shocks.

48 jurisdictions worldwide launched the Cryptocurrency Tax Reporting Framework (CARF) earlier this month to enhance transparency in digital asset transactions. Participating countries require crypto service providers to collect detailed transaction data and will begin information exchange in 2027. The new rules mandate users to keep transaction records and comply with tax regulations to avoid severe penalties. This move marks a strengthening of international regulation and transparency for cryptocurrencies.

Federal Reserve Chairman Powell recently received a criminal subpoena from the U.S. Department of Justice, unrelated to his Senate testimony. He emphasized that this is a form of political pressure and firmly stated that the Federal Reserve will continue to formulate policies based on objective data to maintain independence. Powell pointed out that this incident reflects ongoing government pressure on the Federal Reserve and stressed the importance of central bank independence.

On July 8, 2025, the podcast "No Rivals" provided a detailed analysis of Peter Thiel's Founders Fund's astonishing investment track record and the strategies behind it. Born from the entrepreneur network known as the PayPal Mafia, this fund grew from an initial capital of only $50 million into a multi-billion dollar investment empire, achieving some of the highest returns in venture capital history. The key to its success lies in Thiel's unique investment vision—discovering opportunities overlooked by other investors and identifying talent that defies social norms.
Thiel's Strategic Thinking and Investment Philosophy
Thiel's strength does not lie in execution but in strategic thinking. He is

The South Korean Supreme Court upheld a four-year sentence for an employee of a cryptocurrency exchange involved in selling military secrets for Bitcoin in collaboration with North Korean cyber groups, highlighting the risks digital assets pose to national security.