Author Column | Frontier Insights

The on-chain real-world asset value has reached $38.7 billion, yet the majority of these assets remain idle. U.S. Treasury bonds, gold bars stored in Swiss vaults, SpaceX equity, home equity loans, auto loans—these assets have all been tokenized on-chain. However, the vast majority of them are simply sitting dormant. Charts won’t tell you this. Every few weeks, the same price chart surfaces: the on-chain real-world asset market continues its upward trajectory. Everyone agrees—tokenization is working. From a certain perspective

10-15 08:46

2026-10-15 08:46

Coinbase, which holds 5% of global bitcoins, calls for immediate quantum-resistant upgrades — disputes over lost coins to be addressed separately

Coinbase urges early upgrade of Bitcoin, adoption of phased post-quantum protection, and separate discussion on handling lost coins.

10-14 16:15

2026-10-14 16:15

Founder of Real Vision: Why Do Most Public Blockchains Ultimately Fade Away?

In your portfolio, there's definitely a public blockchain you bought during the previous cycle, because you believed it would become the next Ethereum—better technology, combined with the founder’s compelling rhetoric on podcast shows... Your purchase wasn’t foolish; many smart people did the same. But looking back now, this chain has largely become a ghost town. Only a handful of validator nodes remain active, hundreds of wallets repeatedly transferring small amounts of tokens, and the token price has long since fallen far below what believers paid. According to CoinGecko, as of the end of last year,

10-14 14:36

2026-10-14 14:36

Goldman Raises Global Equity Exposure, While Citi Unloads Long Positions — Time to Add or Trim?

Goldman sees improving earnings season odds, Citi reduces risk due to crowded positioning tactics, with divergence hinging on profitability and interest rates

10-14 12:29

2026-10-14 12:29

US Stock Market Trends (October 14): JPMorgan's Earnings Miss Expectations, Apple Unveils HomeView Priced at $299

U.S. Major Indices Edge Lower Amid Bank Sector Pressure and Chip Sector Divergence as Market Focuses on September Inflation Data

10-14 09:38

2026-10-14 09:38

Blur and Blast are both off the table—what’s next for founder Pacman?

Blur and Blast have shut down in succession. Projects that once rose on the back of trading momentum and yield incentives ultimately couldn't escape the predicament of insufficient revenue and unsustainable operations.

10-13 18:10

2026-10-13 18:10

Bernstein Research Insight: The Lumentum vs. Coherent Optics Debate, NPO as a Potential Alternative to CPO

Bernstein believes that if CPO mass production is delayed, NPO could emerge as a viable alternative, maintaining Lumentum and Coherent's outperform ratings.

10-13 14:07

2026-10-13 14:07

a16z Reimagining KYC: Institutions Embracing On-Chain, Free from Traditional KYC Frameworks

Reusable digital identity combined with zero-knowledge proofs drives on-chain compliance, reduces redundant verification, and expands proxy supervision

10-13 12:45

2026-10-13 12:45