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Ondo :RWA龙头的产品线、竞争对手和代币估值分析

项目研报

引言:此刻关注RWA赛道的必要性 在这一轮创新乏善可陈的加密周期,我们没有看到像上一轮的Defi、NFT乃至G …

Ondo :RWA龙头的产品线、竞争对手和代币估值分析 Read More »

EP29:一个交易员的成长心得

播客

点击收听本期音频 主持人:Alex Mint Ventures 研究合伙人 嘉宾:Colin 自由交易员 链上 …

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Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part III)

Projects

In the previously published first and second parts of & …

Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part III) Read More »

沙里淘金:寻找穿越牛熊的长线投资标的(2025版 下篇)

项目研报

在此前发表的《沙里淘金:寻找穿越牛熊的长线投资标的(2025版 )》的上篇和中篇中,我们梳理和介绍了借贷赛道的 …

沙里淘金:寻找穿越牛熊的长线投资标的(2025版 下篇) Read More »

EP28:链上安全知多少:普通人如何构建加密资产防火墙

播客

点击收听本期音频。 主持人:Alex,Mint Ventures 研究合伙人 嘉宾:周亚金,区块链安全公司 B …

EP28:链上安全知多少:普通人如何构建加密资产防火墙 Read More »

Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part II)

Projects

In our previously published “Sifting for Gold: Id …

Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part II) Read More »

沙里淘金:寻找穿越牛熊的长线投资标的(2025版 中篇)

项目研报

在此前发表的《沙里淘金:寻找穿越牛熊的长线投资标的(2025版 上篇)》中,我们梳理和介绍了借贷赛道的Aave …

沙里淘金:寻找穿越牛熊的长线投资标的(2025版 中篇) Read More »

EP27:STO:美股上链的可能性、路径和长期影响

播客

点击收听本期音频。 主持人:Alex,Mint Ventures 研究合伙人 嘉宾:民道,dForce创始人 …

EP27:STO:美股上链的可能性、路径和长期影响 Read More »

沙里淘金:寻找穿越牛熊的长线投资标的(2025版 上篇)

项目研报

引言:山寨熊市,基本面投资仍然有效 毫无疑问,本轮牛市周期是山寨币表现最差的一轮。 与过往几轮大牛市开启后各类 …

沙里淘金:寻找穿越牛熊的长线投资标的(2025版 上篇) Read More »

Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part I)

Projects

Introduction: Altcoin Bear Market – Fundamental Investi …

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Table of Contents

  • Introduction: Altcoin Bear Market – Fundamental Investing Still Works
  • 1. Lending Sector: Aave, Morpho, Kamino, MakerDao
    • 1.1 Aave: The King of Lending
      • Current Business Status
      • Competitive Landscape
      • Challenges and Risks
      • Valuation Reference
    • 1.2 Morpho: The Rising Star
      • Current Business Status
      • Competitive Landscape
      • Challenges and Risks
      • Valuation Reference
    • 1.3 Kamino: The Number One Player on Solana
      • Current Business Status
      • Competitive Landscape
      • Challenges and Risks
      • Valuation Reference
    • 1.4. MakerDAO: Old Roots, New Blossoms?
      • Current Business Status
      • Competitive Landscape
      • Challenges and Risks
      • Valuation Reference
  • 2. Liquid Staking Sector – Lido and Jito
    • 2.1 Lido: Treading Carefully on Ethereum
      • Current Business Status
      • Competitive Landscape
      • Challenges and Risks
      • Valuation Reference
    • 2.2 Jito: Quietly Profiting on Solana
      • Current Business Status
      • Competitive Landscape
      • Challenges and Risks
      • Valuation Reference
  • Categories

    • Insights
    • Projects
    • Sectors
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