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Phased Reflections on The BRC-20 Market During The Inscription Summer

Insights

Introduction Inscriptions, especially epitomized by the …

Phased Reflections on The BRC-20 Market During The Inscription Summer Read More »

EP19:抄底正当时:熊市二级抄底标的及思路探讨

播客

主持人:Alex Mint Ventures研究合伙人 嘉宾:Xin Old Fashion Research …

EP19:抄底正当时:熊市二级抄底标的及思路探讨 Read More »

快速成长的Morpho,会是Aave的潜在对手吗?

热点思考

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 …

快速成长的Morpho,会是Aave的潜在对手吗? Read More »

Will Rapidly-Growing Morpho Become A Formidable Challenger to Aave?

Insights

Preface Having witnessed the volatility of crypto marke …

Will Rapidly-Growing Morpho Become A Formidable Challenger to Aave? Read More »

【WEB3 Founders Real Talk EP10】Ava Labs:竞争之前,先一起把蛋糕做大

播客

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

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Lydia Chi …

【WEB3 Founders Real Talk EP10 Recap】Ava Labs: Growing the Pie Before Competing Over Slices Read More »

速览Restaking领头羊:EigenLayer的业务逻辑和估值推演

热点思考

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 …

速览Restaking领头羊:EigenLayer的业务逻辑和估值推演 Read More »

A Quick Look at the Pioneer of Restaking: Understanding EigenLayer’s Business Logic and Valuation Analysis

Insights

Preface With the completion of the Ethereum Shanghai up …

A Quick Look at the Pioneer of Restaking: Understanding EigenLayer’s Business Logic and Valuation Analysis Read More »

熊市中的头部游戏公会:有的向阳生长,有的悄然掉队

热点思考

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 …

熊市中的头部游戏公会:有的向阳生长,有的悄然掉队 Read More »

An Overview of Decentralized Reserve Stablecoins: Historical Evolution and Model Analysis

Insights

At the end of July, the leading figure in decentralized …

An Overview of Decentralized Reserve Stablecoins: Historical Evolution and Model Analysis Read More »

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Table of Contents

  • The Stablecoin Trilemma
  • Decentralized Reserve Protocols: Governance Tokens as Reserves
    • Celo
    • Fei
  • Decentralized Reserve Protocols: Embracing Risk Hedging for Stability
  • Decentralized Reserve Protocols with Protocol-Driven Risk Hedging
    • Pika V1
    • UXD
  • Decentralized Reserve Stablecoin Protocols with User-Driven Risk Hedging
    • Angle V1
    • Liquity V2
  • Conclusion
  • Categories

    • Insights
    • Projects
    • Sectors
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