Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part II)
In our previously published “Sifting for Gold: Id …
Projects
Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part I)
Introduction: Altcoin Bear Market – Fundamental Investi …
The Underrated Gem of Solana Summer: Is Metaplex Undervalued Amid the Meme Frenzy?
Introduction If we were to name the Layer 1 blockchain …
The Underrated Gem of Solana Summer: Is Metaplex Undervalued Amid the Meme Frenzy? Read More »
Revisiting Ethena: After an 80% plunge, is ENA still positioned in the undervalued strike zone?
Introduction Ethena stands out as a rare phenomenon in …
Unveiling Polymarket: The Positioning, Expansion, and Shadows of Crypto Prediction Markets
Data valid through October 8, 2024 TL; DR In a narrow s …
The Next ICP? Quilibrium Brings A New Narrative for Decentralized Computing
Please note: As Quilibrium’s mainnet has not yet …
The Next ICP? Quilibrium Brings A New Narrative for Decentralized Computing Read More »
A New Solana-based AI + DePIN Project: A Brief Analysis of Upcoming-Tokenlaunch IO.NET
Introduction In our last report, we mentioned that comp …
A New Solana-based AI + DePIN Project: A Brief Analysis of Upcoming-Tokenlaunch IO.NET Read More »
Gelato: A Veteran in Web3 Developer Services Embarks on a RaaS Journey
Investment Thesis Gelato has been deeply involved in th …
Gelato: A Veteran in Web3 Developer Services Embarks on a RaaS Journey Read More »
Covalent Network: The Hidden Gem of Decentralized Infrastructure
Overview of Covalent Business Positioning Covalent offe …
Covalent Network: The Hidden Gem of Decentralized Infrastructure Read More »
Riding the Wave of Arbitrum: A Deep Insight of Trader Joe’s Fundamentals and Future Outlook
Key Insights Core Investment Logic At the forefront of …
