2026-01-03 16:30:27

I took a look at the annual outlook reports from various institutions. To be honest, they are not much different from last year's, and it feels like the entire industry is standing still.

However, I have some different thoughts:

First, this year might see a surge of controversial projects. It's not just about hype; they need to be topic-worthy—these projects are often the ones that can reignite market enthusiasm.

Second, global sports events like the World Cup could actually do something. Imagine a scenario where stablecoins become mainstream betting tools—this might not be impossible.

Third, instead of frequently cashing out the Bitcoin seized by the UK and US governments, it might be better to consider directly incorporating them into national strategic reserves—that's long-term thinking.

Fourth, there are many stories to tell about the integration of AI, robots, and the crypto ecosystem. When truly combined well, they can create new imaginative spaces.

These may not all come true, but at least it's more interesting than replaying last year's script.

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CascadingDipBuyer

· 01-06 16:21

Controversial projects are indeed prone to crashing, but only those that truly survive are valuable. The reports from institutions are already outdated; frankly, they are just copy and paste. Using stablecoins as gambling tools? Not a bad idea, but it depends on whether regulators will interfere. Including Bitcoin in national reserves is a bit overthinking, but if it really happens, it will cause an explosion. I am optimistic about the AI encryption ecosystem; I feel there are still great opportunities.

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GmGnSleeper

· 01-05 15:58

I'm really looking forward to the hype around controversial projects; it all depends on who can create the most outrageous topics.

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MetaverseHermit

· 01-04 06:25

I'm still a bit skeptical about the controversial projects. They tend to gain popularity easily, but once the hype dies down, that's it. How many can truly stay? However, AI does have some room for imagination. We're just getting started with the experimentation.

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memecoin_therapy

· 01-03 17:00

Controversial projects are indeed the most eye-catching, but how many can truly survive? The World Cup + stablecoin idea is quite wild, but would regulators allow the gambling-related practices? Putting Bitcoin into strategic reserves sounds good in theory, but in reality... AI + crypto is neither overhyped nor underestimated; there are indeed things brewing in this area.

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MEVVictimAlliance

· 01-03 17:00

I agree with the controversial project part, but I'm just worried that in the end it will be a bunch of scam coins and retail investors getting stuck with the losses. Stablecoin gambling really needs some thought, but how to pass the regulatory hurdle is the question. The government hoarding Bitcoin, well, it sounds good but they probably won't do it that way. AI and encryption combined is interesting, but whether it will succeed is another story. Institutional reports are the same every year, just copy-pasting without even changing the numbers.

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GasOptimizer

· 01-03 17:00

The third point is the most interesting. Doing the math makes it clear—the transaction fee costs of frequent cashing out versus the IRR of holding strategic reserves, the data is right there. As for AI, I’d like to see on-chain evidence. Don’t let another round of "AI+crypto" hype be just another concept fad. The idea of sports event betting is somewhat imaginative, but has anyone calculated the fee rate models for stablecoin liquidity and regulatory risks... Emerging controversial projects? The last cycle already proved that. While the hype is there, in the end, everything returns to fundamentals. Historical data doesn’t lie. Last year’s script replay was indeed annoying, but the new story better not be just an upgraded version of the same old "cutting leeks" scheme. Still feel like something is missing. Maybe it’s just the lack of truly breakthrough-level applications.

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ReverseTradingGuru

· 01-03 16:51

I agree with the controversial projects, but whether this can turn the tide depends on public opinion. Currently, public opinion is locked in by institutions. The idea of the government holding coins as reserves is a bit optimistic. How could the US not cash out? That's too naive. The combination of AI and crypto is indeed imaginative, but I'm worried it will just be another hype-driven concept. Institutional reports are really getting more boring each year, with a copy-and-paste feel. Stablecoin gambling has innovative gameplay, but the risks are also high. The scenarios are somewhat idealized.

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degenonymous

· 01-03 16:49

I agree on the controversial projects. No matter how many boring projects there are, they can't be pumped unless there's some hot news.

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MEVHunter

· 01-03 16:36

nah the gov btc reserve angle is where it's at tho... actual macro shift beats another round of shitcoin roulette

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