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

1. Portal Ventures: BTC Ecosystem Current State and Future New Chapter
In May 2023, we launched a three-month research project assuming the Bitcoin ecosystem would recover. This led to our paper “The Panda Renaissance” published 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 article, as well as 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 showcase their scaling advantages on the most egalitarian currency ever – Bitcoin. Once OP_CAT is adopted on Bitcoin, deploying STARK verifiers in Bitcoin scripts will become a reality. This opens a channel for secure self-custodial transfers between Bitcoin and Starknet, creating an L2 that scales both 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 the cornerstone of the crypto economy. Not known for technical innovation or pushing the boundaries of blockchain scalability, some skeptics claim they have no value at all. Some builders in the blockchain ecosystem even believe memes overshadow their serious work, damaging the overall brand and image of crypto. However, due to their viral nature, memes have surged and accumulated significant value in the broader crypto market.
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4. Why Will the TON Public Chain Ecosystem Explode?
Recently, TON has been dominating the headlines, topping the daily gainers list every day. The project itself is just a Telegram bot click game, with a whitepaper that seems somewhat perfunctory, only spanning 9 pages of standard “white paper”. 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 bound to explode?
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5. Variant Fund Co-Creation: How to Navigate Signals and Noise in a Bull 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 to analyze the increased trading volume.
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