Weekend Recommended Reading: Aave Bids Farewell to SEC Investigation, Coinbase Enters the Era of "Universal Exchange"

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The deep participation of institutional investors will drive continuous improvement in market efficiency, while AI-driven dynamic pricing models may completely change traditional forecasting mechanisms, bringing new transformations to the market. For industry participants, seizing the dual opportunities of "compliance" and "scenario-based" strategies may become a core strategy to secure a place in this emerging market worth hundreds of billions of dollars.

]( With Polymarket's "duopoly" monopoly, Opinion's accelerated rise, the prediction market track is waiting for the "explosion wave" to come.

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[]( With Polymarket's "duopoly" monopoly, Opinion's accelerated rise, the prediction market track is waiting for the "explosion wave" to come.

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For today's young people, cryptocurrency is not necessarily the end; it is more like a fork in the road. Some go deep, some go shallow, and some may eventually leave. But at least, it gives them a chance to re-engage and re-choose.

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[](<p class=)《Coinbase Launches the "Universal Exchange" Era: Integrating Stocks, DEX, and Prediction Markets, Aiming for a Financial Super App》

As an industry leader with a market capitalization of over $65 billion and the largest cryptocurrency trading platform in the U.S., Coinbase does not intend to remain complacent within existing boundaries. It is initiating the most aggressive and disruptive product expansion since its establishment 13 years ago: breaking the traditional barriers of the financial world by integrating crypto assets, stocks, derivatives, on-chain ecosystems, and even prediction markets into a seamless application experience.

《U.S. SEC Ends Four-Year Investigation, Aave DAO and Labs Compete for Sovereignty, What Has Aave Experienced Recently?》

Aave founder and CEO Stani Kulechov tweeted early this morning that the U.S. Securities and Exchange Commission (SEC) has officially concluded its four-year investigation into the Aave protocol. He expressed, "To protect Aave, the ecosystem, and the broader DeFi space, the Aave team has invested significant effort and resources. In recent years, DeFi has faced unfair regulatory pressure. We are pleased to break free from these constraints and enter a new era where developers can truly build the financial future."

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Overall, Toby incorporates MEV earnings into LST dividends, providing a new revenue dimension for the Solana staking track, but its long-term competitiveness depends on order flow control capabilities and compliance prospects. The key indicators to measure whether the flywheel is effective in the first two quarters after the mainnet launch will be the staking scale, validator lock-up rate, and repurchase execution.

]( Breakpoint Conference Announces Upcoming Token Launch: Can Giving SOL to Toby Really Make MEV Work for Me?

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[Featured Recommendations]( Breakpoint Conference Announces Upcoming Token Launch: Can Giving SOL to Toby Really Make MEV Work for Me?

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For some, Ethereum is the only credible non-sovereign currency asset besides Bitcoin; but in the eyes of others, it is merely a business facing declining revenues and shrinking margins, constantly competing with faster and cheaper Layer 1 (L1) blockchains.

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In my view, establishing a strategically significant VC fund pool and providing capital market capabilities, including but not limited to liquidity support, will help early teams grow, thereby enhancing the value of VC investments. For example, in Harbor, we have four market makers in our equity structure; we involved them in the seed round and completed early alignment, and we expect them to become long-term and important partners of our protocol.

<div class=)《Grayscale | 2026 Digital Asset Outlook: The Dawn of the Institutional Era》

We expect that by 2026, more crypto assets will be offered through exchange-traded products (ETPs). These products have successfully launched, but many platforms are still conducting due diligence, striving to incorporate crypto assets into their asset allocation processes. As this process matures, more slow-moving institutional capital is expected to enter the market in 2026.

[](

My core point is that the structural dysfunction of the global foreign exchange market outside the G7 has led to a "liquidity vacuum" in non-dollar cross-border settlements. Therefore, to solve the liquidity problem of non-dollar stablecoins, a DeFi-native approach must be adopted for liquidity initiation. Any on-chain FX solution that relies on traditional foreign exchange markets is destined to fail.

<div class=)《A Detailed Explanation of Robinhood's Latest Fundamentals and Revenue Sources in Its "Comprehensive Transition to Cryptocurrency"》

In this market cycle, the standout performers are not the tokens in the traditional sense, but crypto stocks. Among them, Robinhood has performed the strongest. The stock has increased 17 times in less than two years, turning one of our most contrarian investments (HOOD's stock price fell 80% from its IPO price in 2022) into a significant victory for the portfolio.

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Compared to Web2, blockchain is more friendly to Agents because they face open interfaces rather than closed systems. This is not just an efficiency improvement, but a transformation in the way interactions occur. As searching, trading, and execution are gradually taken over by Agents, humans can focus their energy on higher-level judgments.

]( 2026 Investment Perspective, Focus on Changes in These Tracks

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[Ten News Items Not to Miss This Week]( 2026 Investment Perspective, Focus on Changes in These Tracks

Weekend Recommended Reading: Aave Bids Farewell to SEC Investigation, Coinbase Enters the Era of "Universal Exchange"

This Week's Focus

[Ten News Items Not to Miss This Week]( 2026 Investment Perspective, Focus on Changes in These Tracks

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