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The potential impact of Pumpfun token issuance on the Bonk ecosystem
Recently, the cryptocurrency community has been highly focused on the token issuance event (TGE) of Pumpfun and its PUMP token. As one of the most anticipated token issuance events, many people have started to compare it with BonkFun. Given the recent rapid development of BonkFun, it is necessary to conduct an in-depth analysis of this situation.
According to existing information, the PUMP Token has raised 1 billion dollars at a valuation of 4 billion dollars. The market expects that the valuation of the token after issuance may reach between 7 billion and 8 billion dollars, with some predictions even as high as 10 billion dollars. This level of valuation could have a profound impact on the entire Meme coin market.
Despite the growth potential of Pumpfun still existing, BonkFun is likely to maintain its industry-leading position in the foreseeable future. This judgment is based on the following points:

Tether is facing challenges from a new U.S. bill that will introduce the first federal regulatory framework for the stablecoin industry, which could force Tether to adjust its business model or turn to overseas markets. This regulatory requirement is strict and involves reserve management and auditing, and Tether may need to consider issuing new stablecoins through local subsidiaries. Despite the numerous difficulties, Tether's future direction still has significant implications for the stablecoin market.

The bankruptcy of the Mt. Gox exchange and the repayment of debts have raised concerns in the market about selling pressure on Bitcoin. Creditors will receive about 23.6% of asset repayment, mainly in Bitcoin. Analysis shows that although some Bitcoin may be sold, the overall market impact is limited. If the repayment is completed quickly, it may create short-term pressure on the Bitcoin price, and investors need to follow the flow of funds to adjust their strategies.

The development path of decentralized gaming platforms includes three models: public chain ecosystem, decentralized development engine, and distribution platform. These platforms face challenges in protecting user rights, market attractiveness, and game quality, but still have huge rise potential. Continuous innovation is needed in the future to stand out in the competition.

The uncertainty of the financial market makes it difficult to formulate a trading plan. Investors need to find suitable strategies based on their own situations. Common buying and selling methods lack systematicity, while experienced traders continuously optimize their strategies. For newbies, regular investing and Grid Trading are relatively safe methods. Through the grid strategy, investors can profit from market Fluctuation.

The Indian government is implementing stricter tax and reporting requirements for Crypto Assets in the 2025 fiscal budget, maintaining a harsh policy overall despite some adjustments, which hinders market innovation and development. High tax rates and complex Compliance lead to investor migration, affecting India's competitiveness in the global digital financial ecosystem.

February 2025 Public Chain Industry Research Report: Challenges and Innovations in Market Adjustment
In February 2025, the blockchain market experienced a significant adjustment, posing challenges to various public chain networks. Bitcoin demonstrated resilience, further solidifying its dominant position, while most chains, including Solana, Avalanche, and Ethereum, saw substantial declines. Nevertheless, development activity in the public chain sector remained vibrant: the Berachain mainnet launch, Base infrastructure upgrades, and the launch of a Layer 2 solution for a certain DEX became the highlights of the month.
Market Overview
February market saw a significant correction: Bitcoin dropped from $98,768 to $84,177, a decline of 14.8%, while Ethereum experienced a larger drop, falling from $3,065 to $2,216, a decline of 27.7%. In the last week of the month, panic triggered by security concerns spread, intensifying.

Overview of Web3 Development in Various Fields in the First Half of 2024
Ethereum
Zero Knowledge
ZKVM & ZKEVM
In the first half of 2024, more and more ZKEVM projects are starting to shift towards the ZKVM architecture, with the PSE team under the Ethereum Foundation being particularly prominent. Taiko has collaborated with Risc0's ZKVM, and Scroll is also preparing in this field.
The launch of Plonky3 has become a catalyst for this transformation, with performance superior to Halo2( despite slightly lower stability ), and has improved the user experience.
The main virtual machines in this field currently include: ZKWASM, Succinct's SP1, a16z's JOLT, and Risc0. Additionally, Polyhedra's ZK.

GuildFi founder Jarindr discussed the vision of Zentry, emphasizing the potential of blockchain gaming to enhance user experience, and is committed to creating an ecosystem of "games within games" that integrates traditional and web3 users. Zentry plans to enhance the value of existing games through a diversified product line, utilizing cross-chain technology, and rewarding users with ZENT tokens.

This week, the risk asset market has been volatile and weak, gold has risen, but US stocks, Crypto Assets, and commodities have performed poorly. US economic data indicates a coexistence of weak growth and high inflation, liquidity has improved but the yield curve shows inflation concerns. Next week, the new tariff policy will be the focus of attention, and investors are advised to adopt defensive strategies to reduce risk exposure.

BitDeer has recently made significant progress in the self-developed chip and AI Computing Power fields, with the A2 Mining Rig having started mass production and plans to launch the A3 Mining Rig. The company's deployment situation is good, and a substantial rise in market capitalization is expected in the future. Although the outlook is optimistic, it is still necessary to follow the Bitcoin price Fluctuation and sanction risks.

The crypto assets market experienced significant fluctuations ahead of "Super Wednesday," with Bitcoin prices falling to $66,000, leading to over $250 million in liquidations. Despite the short-term market pressure, analysts remain optimistic about the long-term outlook, considering this an opportunity to accumulate crypto assets, and the market may be preparing for the next wave of pump.

Crypto Market Weekly Report: Institutional Funds Regain Confidence, MicroStrategy Continues to Increase Bitcoin Holdings
Market Overview
Recently, the crypto market has shown signs of a volatile rebound. The US stock market has experienced one of the most severe adjustments since the pandemic, but as expectations for US tariff parity have softened, market sentiment has improved. Although bottom signals in the US stock market have begun to emerge, they have not yet been fully established. The crypto market has followed the fluctuations of the US stock market.
This week, Bitcoin has fluctuated upwards, with a major institutional investor increasing their holdings by $600 million worth of Bitcoin over the past week. The market's main focus is on the BSC chain and SOL chain ecosystems.
The top five tokens with the highest increase are ZETA(60%), LAYER(60%), FARTCOIN(50%), MEW(40%), and BEAM(40%). The tokens with the largest decrease include NTGL(-60%), PI(-30%), PLUME(-20%), and SATS(.

Exploring Berachain and its ecosystem: Analyzing the correct way to start the "Liquidity Flywheel Chain"
This discussion brought together several industry experts, including the Head of Business Development for Berachain in the Asia-Pacific region, the Co-founder of Narra, the Founder of Puffpaw, the CEO of TerpLayer, and the CTO of HoneyPot. They engaged in an in-depth dialogue about the Berachain ecosystem and its innovative mechanisms.
The discussion first focused on Berachain's POL (Liquidity Proof) consensus mechanism and its three-token model. This unique design aims to optimize the network's liquidity and stability. Subsequently, experts explored the potential impact of the POL mechanism on the launch of new protocols, analyzing how it could potentially alter the initial development trajectory of projects.
The meeting also covered several innovative projects developing in the Berachain ecosystem. Narra

Larry Fink, the CEO of BlackRock, believes that tokenization is an important evolution for the future of finance, and the market for real-world assets ( RWA ) is rapidly expanding. IX Swap, as a decentralized exchange, is committed to addressing the liquidity issues of tokenized assets and promoting investment convenience through a compliant trading platform, facing competition from other large financial institutions. Despite the enormous market potential, IX Swap still needs to tackle the challenges posed by compliance, market fluctuations, and fierce competition.

Stablecoins Rise Again: The Influx of Giants Brings New Opportunities and Challenges
Recently, the stablecoin sector has once again become a hot topic. Some large technology and retail companies have begun to explore the issuance of their own stablecoins, a move that has attracted widespread attention from the market. However, surprisingly, there has been a lukewarm response within the cryptocurrency community, with even funds flowing towards related concept stocks in the U.S. stock market. This contrast has prompted people to think about the future development of stablecoins.
The reason for the lack of response from the native cryptocurrency narrative to the stablecoin craze.
In retrospect, when prominent political figures mention the issuance of digital currency, the cryptocurrency community often excitedly discusses its potential impact. But why does the cryptocurrency circle seem "confused" when faced with the opportunity of stablecoins that truly have the potential for large-scale adoption?
In fact, the answer lies in the core of the stablecoin business model: issuance channels. Currently, there are three main feasible stablecoin issuance channels: cryptocurrency exchanges, large technology companies.

The mining firmware market is undergoing a transformation in efficiency and decentralization. Non-original firmware accounts for the majority, and the trend towards open source is significant. Miner demand is driving firmware optimization to drop energy consumption and enhance cluster management capabilities. Open source firmware may impact closed-source strategies and market competition, and investors need to follow changes in software capabilities and revenue models.

The stablecoin public chains Plasma and Stable are gradually penetrating the payment field, providing efficient and low-cost USDT transfers, attracting Liquidity. Despite the differences between the two, they are both committed to enhancing user experience and privacy protection. In the future, they need to engage in differentiated competition in market channels and business ecosystems to reshape the global payment landscape.

The article discusses how to build a portfolio that can survive in various market environments. It emphasizes the importance of avoiding "drop to zero" moments, presents five hedging rules, and suggests allocating the majority of assets in the investment structure to low-risk, stable investments while keeping a small amount of high-leverage hedging positions to cope with extreme events, thereby achieving wealth protection.