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Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

As the crypto market recovers in 2025, Digital Asset Treasury (DAT) firms and protocol token buybacks are drawing increasing attention. DAT refers to public companies accumulating crypto assets as part of their treasury. This model enhances shareholder returns through yield and price appreciation, while avoiding the direct risks of holding crypto. Similar to an ETF but more active, DAT structures can generate additional income via staking or lending, driving NAV growth. Protocol token buybacks, such as those seen with HYPE, LINK, and ENA, use protocol revenues to automatically repurchase and burn tokens. This reduces circulating supply and creates a deflationary effect. Key drivers for upside include institutional capital inflows and potential Fed rate cuts, which would stimulate risk assets. Combined with buyback mechanisms that reinforce value capture, these assets are well-positioned to lead in the next market rebound.

Bitget·2025/09/12 06:52
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Ethereum and its ecosystem are set to remain in the spotlight in 2025, driven by accelerating institutional adoption and network upgrades. As the world's leading smart contract platform, ETH has benefited from billions of dollars in ETF inflows, fueling a steady price climb. Potential upside catalysts include the Pectra upgrade to enhance performance, large-scale tokenization of real-world assets (RWA), explosive growth in Layer 2 solutions such as Base, and the reduction in circulating supply of the burn mechanism. Ecosystem tokens like Lido (the leader in liquid staking) and Ethena (an innovator in synthetic stablecoins) are also poised to benefit. Institutional participation from major players like BlackRock further boosts demand for DeFi and staking products. As a result, the overall market cap of the ecosystem is expected to continue growing, attracting increasing amounts of mainstream capital.

Bitget VIP·2025/08/16 04:49
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

The cryptocurrency market has recently seen increased volatility, driven by macroeconomic policies, global trade tensions, and expectations the Federal Reserve's monetary policy. Although some indicators came in weak, investor sentiment improved as market expectations for a September rate cut rose sharply. Meanwhile, the slowdown in tariff adjustments has helped ease major trade frictions in the short term, with no signs of systemic risk emerging for the time being. On the crypto side, BTC turnover has fallen as many short-term traders exit the market, leading to more stable price movements. The altcoin sector continues to underperform due to a lack of sustained narratives. Despite the surge in memecoins, high-quality projects remain scarce. Large volumes of capital are cycling in and out quickly, making it difficult to invest effectively. With short-term uncertainty still high, many investors are allocating part of their portfolios to stablecoin-based Earn products. Alongside leading DeFi protocols such as Aave and Compound, platforms like Bitget offer diversified, high-yield stablecoin opportunities, providing investors with more avenues to preserve and grow their assets.

Bitget VIP·2025/08/09 10:17
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

As the backbone of the Ethereum ecosystem, the ETH infrastructure plays a vital role in ensuring the stability and security of core applications such as Layer 2 scaling, DeFi, and AI on-chain integration. With ETH staking APR stabilizing at around 3.5%, growing momentum in the modular narrative, and rising demand for AI-related computing power, infrastructure has become a strategic focus for medium- to long-term market positioning.

Bitget VIP·2025/08/01 07:57
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Stablecoins have recently emerged as a key focus for central banks and financial institutions, with the potential to reshape global payment systems and financial infrastructure. According to data from Chainalysis, stablecoins have surged to a monthly trading volume of trillions of dollars, accounting for 60% to 80% of total cryptocurrency trading volume. This explosive growth has attracted significant attention from traditional financial players, who are accelerating their integration into the digital economy by issuing stablecoins, contributing to blockchain network development, and offering related financial services. In the U.S., financial giants such as JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo are exploring the potential of jointly issuing stablecoins. At the same time, regulatory discussions surrounding stablecoins and the proposed GENIUS Act are gaining significant momentum in mainstream media. In the Web2 world, traditional companies like Stripe have entered the space by acquiring Bridge to build out stablecoin payment capabilities. Meanwhile, Circle has emerged as one of the most influential crypto firms in the U.S. stock market, second only to Coinbase, driven by the success of its USDC stablecoin. In the DeFi space, Yield-Bearing Stablecoins (YBS) are drawing substantial capital inflows with their innovative interest-generating mechanisms.

Bitget VIP·2025/07/24 11:00
Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

As markets begin pricing in expectations of rate cuts, on-chain trading volume continues to grow. Pump.fun is preparing to launch its token, while Letsbonk.fun is gaining momentum. For the first time last week, its number of daily token launches and "graduated" projects surpassed Pump.fun, ending Pump.fun's dominance in the memecoin launchpad space since early 2024. The wealth effect generated by Letsbonk.fun's ecosystem has also been significant. Meanwhile, the growing maturity of hybrid "spot + on-chain" products on major centralized exchanges (CEXs) is helping build strong momentum for on-chain market activity. Since the memecoin craze driven by celebrities and political figures earlier this year, market liquidity has gradually recovered from near-dry conditions. The upcoming token launch on Pump.fun may spark renewed ecosystem-level competition among launchpad platforms, generating sustained speculative momentum that continues to benefit the broader Solana ecosystem.

Bitget VIP·2025/07/14 11:35
Flash
02:59
Bank of China completes the first cross-border digital currency QR code payment transaction between China and Laos
Foresight News reported that Bank of China has completed the first cross-border QR code digital currency payment transaction between China and Laos. Under the joint guidance of relevant departments of the People's Bank of China and the Central Bank of Laos, Bank of China is among the first to participate in the cross-border pilot project for digital payment and central bank digital currency cooperation between the two countries. At the same time, Bank of China's Vientiane branch is among the first to connect to the People's Bank of China's digital RMB cross-border digital payment platform. By providing real-time exchange rate quotations and efficient clearing services, Bank of China has completed the production verification of QR code payments for merchants in Laos. This service will significantly lower the threshold for cross-border settlement between China and Laos. Chinese tourists can make payments in Laos without exchanging foreign currency—simply by opening the digital RMB APP and scanning the merchant's QR code, they can pay directly in local currency at the real-time exchange rate. Local merchants in Laos do not need to modify their existing payment equipment; they can continue using their current methods to receive funds automatically and compliantly.
02:32
JPMorgan freezes accounts of several stablecoin startups, involving high-risk markets such as Venezuela
BlockBeats news, December 27, according to The Information, in recent months, JPMorgan has frozen accounts used by at least two fast-growing stablecoin startups operating in high-risk countries such as Venezuela. The bank's move highlights the risks that cryptocurrency transactions pose to banks, as banks must know their business counterparts and the sources of funds. The bank froze Blindpay's account.
02:30
JPMorgan Freezes Several Stablecoin Startup Accounts, Involving Venezuela and Other High-Risk Markets
BlockBeats News, December 27th. According to The Information, in recent months, JPMorgan Chase has frozen accounts used by at least two fast-growing stablecoin startups, which operate in high-risk countries such as Venezuela. This action by the bank highlights the risks that cryptocurrency transactions pose to banks, as banks need to understand their counterparties and the source of funds. The bank froze Blindpay's account.
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