CoinW 研究院

Geopolitics is being real-time financialized, and the market is not just passively reacting to events, but is actively involved in the pricing of the risks themselves as events unfold.

ai.com is the AI agent that officially opened Beta testing on February 9.

Compared to the performance competition route of mainstream L2s, Aztec has chosen a differentiated direction of privacy execution, which has a strong uniqueness within the Ethereum ecosystem. However, its long-term value still depends on whether privacy demand becomes mainstream, as well as the evolution of key variables such as regulation, technical performance, and ecosystem expansion.

ERC-8004 does not define new assets or change how transactions or payments are executed, but rather attempts to establish a permission model for on-chain behavior that can be understood and verified by the system, making the authorization itself a describable, constrained, and manageable object.

Recently, Moltbook has rapidly gained popularity, but the related tokens have plummeted nearly 60%. The market is also starting to pay attention to whether this AI Agent-led social frenzy is nearing its end.

Rainbow is a decentralized wallet based on the Ethereum ecosystem, supporting cross-chain asset management, DEX trading aggregation, NFT browsing and interaction, emphasizing user custody of private keys and a high-quality on-chain experience.

The re-staking track is currently in a phase of structural adjustment following the retreat of the hype, where power concentration, layered risks, and limited TVL growth have become unavoidable constraints.

Recently, Iran has once again become the focus of attention. Against the backdrop of nationwide protests, the Iranian government implemented extensive internet and communication control measures on the evening of January 8. That night, Iran's external network connections significantly decreased within a few hours, and mobile data and fixed broadband services were interrupted in most areas.

The Venezuela incident itself did not change the global liquidity structure or institutional foundation, but it provides an important observation window: in an era where uncertainty becomes the norm, understanding how risks are repriced and how asset functions are repeatedly tested is often more important than judging short-term price directions.

Recently, the Aave community has encountered governance disputes regarding the attribution of front-end commercialization revenue, which has triggered a re-discussion on governance structure and business boundaries.