5 MustRead Articles How to Identify Signals and Noise in a Rising Market

1. Portal Ventures: The Current State and Future New Chapter of the BTC Ecosystem
In May 2023, we initiated a three-month research project assuming the Bitcoin ecosystem would recover. This led to the publication of our paper “The Panda Renaissance” in November 2023. Since then, the market’s interest and capital investment in this topic have grown exponentially. In this article, we will share updated thoughts from our previous work and reflections on the following questions.
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2. Starknet Co-Creation: Why Starknet Needs to Scale Ethereum and Bitcoin Simultaneously
STARKs have finally faced their next challenge. Now, STARKs will demonstrate their scaling advantages on the most egalitarian currency ever – Bitcoin. Once OP_CAT is adopted on Bitcoin, deploying STARK validators in Bitcoin scripts becomes a reality. This opens a channel for secure self-custodial transfers between Bitcoin and Starknet, creating an L2 that scales Ethereum and Bitcoin simultaneously.
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3. Grayscale: The Evolution of Memes and Their Position in the Blockchain
Whether you love them or hate them, memes have become a cornerstone of the crypto economy. Memes are not known for technical innovation or pushing the boundaries of blockchain scalability; some skeptics even claim they have no value. Some builders in the blockchain ecosystem even believe that memes overshadow their serious work, damaging the overall brand and image of crypto. However, due to their viral nature, memes have surged in the broader crypto market and accumulated significant value.
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4. Why Will the TON Public Chain Ecosystem Explode?
Recently, TON has been dominating the headlines, leading the daily gainers list. The project itself is just a Telegram bot click game, with a somewhat perfunctory whitepaper consisting of only 9 pages. However, this does not deter more people from paying attention to the opportunities in the TON public chain ecosystem. Why do I believe the TON public chain ecosystem is set to explode?
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5. Variant Fund Co-Creation: How to Navigate Signals and Noise in a Rising Market
Because everyone in the cryptocurrency space is to some extent an investor (whether through holding tokens or founding/operating a startup), it is important to view short-term opportunities with a balanced perspective, long-term opportunities with a rigorous eye, and analyze increased trading volume.
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