Deep Picks
Selected industry research and trend analysis worth your reading time.
Latest Deep The Agentic Economy: Why Cryptocurrency Will Become the Default Payment Channel for AI
AI provides intelligence, blockchain provides the economic foundation.
Latest Deep Circle's ARC chain is about to launch, how to prepare in advance for trading
Get the money up first.
Latest Deep Bernstein Interpretation: AI Models Need to 'Hit the Brakes,' So Why Can't Chip Demand Stop?
Frontier models may slow down iteration, but inference, agents, and geopolitical competition will still support computing power investment.
Latest Deep Uniswap Declares War on Curve: Will the StablePair Hook Reshape the Stablecoin Trading Market?
This is Uniswap's frontal assault on Curve's five-year stablecoin dominance, with mechanism design as its weapon and a rejection of liquidity subsidies.
Latest Deep Arthur Hayes' latest podcast: Predicts interest rates will remain unchanged; AI capital misallocation is bullish for Bitcoin.
Japan's unwinding of yen carry trades and French bond risks could force the Fed to accelerate dollar liquidity creation, and Ethereum is a key position to welcome the liquidity rally.
Latest Deep AI 'Stock God' Leopold, who suffered a crushing defeat in July, makes a comeback: this time, no more high leverage.
Situational Awareness re-entered AI-related options in September, but with significantly reduced leverage, and JPMorgan also ended its lending relationship.
Latest Deep Will the Fed 'raise rates continuously'? Will the 'tightening cycle' of the late 1980s repeat itself?
Citi Research noted that the current macro environment is increasingly similar to the 1988-1989 tightening cycle, with stronger inflation momentum and slightly tighter financial conditions. The model remains in the normal range but further increases risk asset holdings, with energy and the dollar becoming preferred directions.
Latest Deep How Can iPhone Price Increases Avoid Hurting Sales? JPMorgan Breaks Down Apple's "Monthly Payment Strategy"
Pro price hikes boost profits, foldable Duo may trigger a wave of device upgrades.
Latest Deep Robinhood is trading fruit flies, Solana is trading cats.
Despite the Bitcoin pullback, the meme stock frenzy in US equities continues.
Deep Picks
Selected industry research and trend analysis worth your reading time.
Latest Deep Reads
Latest firstThe Agentic Economy: Why Cryptocurrency Will Become the Default Payment Channel for AI
AI provides intelligence, blockchain provides the economic foundation.
14/09/2026Circle's ARC chain is about to launch, how to prepare in advance for trading
Get the money up first.
14/09/2026Bernstein Interpretation: AI Models Need to 'Hit the Brakes,' So Why Can't Chip Demand Stop?
Frontier models may slow down iteration, but inference, agents, and geopolitical competition will still support computing power investment.
14/09/2026Uniswap Declares War on Curve: Will the StablePair Hook Reshape the Stablecoin Trading Market?
This is Uniswap's frontal assault on Curve's five-year stablecoin dominance, with mechanism design as its weapon and a rejection of liquidity subsidies.
14/09/2026Arthur Hayes' latest podcast: Predicts interest rates will remain unchanged; AI capital misallocation is bullish for Bitcoin.
Japan's unwinding of yen carry trades and French bond risks could force the Fed to accelerate dollar liquidity creation, and Ethereum is a key position to welcome the liquidity rally.
14/09/2026AI 'Stock God' Leopold, who suffered a crushing defeat in July, makes a comeback: this time, no more high leverage.
Situational Awareness re-entered AI-related options in September, but with significantly reduced leverage, and JPMorgan also ended its lending relationship.
14/09/2026Will the Fed 'raise rates continuously'? Will the 'tightening cycle' of the late 1980s repeat itself?
Citi Research noted that the current macro environment is increasingly similar to the 1988-1989 tightening cycle, with stronger inflation momentum and slightly tighter financial conditions. The model remains in the normal range but further increases risk asset holdings, with energy and the dollar becoming preferred directions.
14/09/2026How Can iPhone Price Increases Avoid Hurting Sales? JPMorgan Breaks Down Apple's "Monthly Payment Strategy"
Pro price hikes boost profits, foldable Duo may trigger a wave of device upgrades.
11/09/2026Robinhood is trading fruit flies, Solana is trading cats.
Despite the Bitcoin pullback, the meme stock frenzy in US equities continues.
11/09/2026