在火热的铭文之夏，对于BRC20的阶段性看法
引言 以BRC20系列为代表的铭文资产最近非常火热，印象里这是ordinal协议推出以来，今年的第二波资产主升 …
Phased Reflections on The BRC-20 Market During The Inscription Summer
Introduction Inscriptions, especially epitomized by the …
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EP19：抄底正当时：熊市二级抄底标的及思路探讨
主持人：Alex Mint Ventures研究合伙人 嘉宾：Xin Old Fashion Research …
快速成长的Morpho，会是Aave的潜在对手吗？
引言 经历了2020-2023这一波牛熊周期，我们发现：Web3商业世界里的应用层，目前真正成立的商业模式大类 …
Will Rapidly-Growing Morpho Become A Formidable Challenger to Aave?
Preface Having witnessed the volatility of crypto marke …
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【WEB3 Founders Real Talk EP10】Ava Labs：竞争之前，先一起把蛋糕做大
主持人: Blair Zhu, Mint Ventures 嘉宾: Lydia Chiu, VP of Bus …
【WEB3 Founders Real Talk EP10】Ava Labs：竞争之前，先一起把蛋糕做大 Read More »
【WEB3 Founders Real Talk EP10 Recap】Ava Labs: Growing the Pie Before Competing Over Slices
Host: Blair Zhu, Mint Ventures Special Guest: Lydia Chi …
速览Restaking领头羊：EigenLayer的业务逻辑和估值推演
引言 随着以太坊上海升级的完成，不少LSD项目的业务都迎来了快速增长，LSD资产的用户人数和净值也大幅上升。另 …
A Quick Look at the Pioneer of Restaking: Understanding EigenLayer’s Business Logic and Valuation Analysis
Preface With the completion of the Ethereum Shanghai up …
熊市中的头部游戏公会：有的向阳生长，有的悄然掉队
过去两周 YGG 价格的过山车让市场的目光重新聚焦在游戏公会赛道，在上涨伊始，笔者曾在推特分享过一份从国库视角 …
