My crypto prediction for 2026
By Linfeng (Daniel) Zhou
Not investment advice. Do your own research.
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Disclaimer: All posts reflect my personal views only.
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2025: Crypto’s Darkest Year, and the Dawn of the Institutional Era
By Linfeng (Daniel) ZhouWhat happened in 2025 wasn’t just a bad year on the charts. It was a structural transition. The uncomfortable part is that most people are still trying to interpret a new market using old cycle instincts. [Read More] -
When Tether Starts Hoarding Gold: How I Now Think About USDC, Circle, BTC and the Rest of Crypto
Over the last few weeks my timeline has been full of two kinds of posts: screenshots of Tether’s latest reserve breakdown, and people dunking on USDT after S&P cut its stability score to the lowest possible level. [Read More] -
Stablecoins, AI, and Media: Owning the Flywheel
By Linfeng (Daniel) ZhouThe most important trend in markets right now isn’t a new L2 or a hot app. It’s the quiet growth of dollar demand and how that demand moves through stablecoins, AI, and media. [Read More] -
Is the Efficiency Boom from AI-Generated Code Brewing a Technical Black Swan Event?
By Linfeng (Daniel) ZhouWe’re living in a time when AI tools like GitHub Copilot and Cursor have become a regular part of the software development workflow. Developers can now crank out code at lightning speed—sometimes in half the time it used to take. But as the pace picks up, something worrying is starting... [Read More]