Revisiting Ethena: After an 80% plunge, is ENA still positioned in the undervalued strike zone?
Introduction Ethena stands out as a rare phenomenon in …
Projects
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 …
pSTAKE Finance: A Multi-chain Liquidity Staking Protocol Backed by Binance
Key Insight Core investment logic While Ethereum has tr …
pSTAKE Finance: A Multi-chain Liquidity Staking Protocol Backed by Binance Read More »
An Overview of the Leading Decentralized Stablecoin: Liquity
TL, DR Hot Takes LUSD manages to become the 1st (fully) …
An Overview of the Leading Decentralized Stablecoin: Liquity Read More »
Unpacking the Potential of Crypto Interest Rate Market with LSD Market Service Provider: Pendle
Key Insights Core Investment Logic As the LSD narrative …
