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Evaluating Vitalik’s Proposals on Ethereum Staking: An Analysis of Their Potential Effects

Insights

Introduction The landscape of Ethereum staking, along w …

Evaluating Vitalik’s Proposals on Ethereum Staking: An Analysis of Their Potential Effects Read More »

深读V神Staking长文:其构想将如何深远影响质押赛道?

热点思考

1. 导读 以太坊质押及其相关的衍生赛道无疑是近一两年最为火热的话题。从 Beacon Chain 到 The …

深读V神Staking长文:其构想将如何深远影响质押赛道? Read More »

在火热的铭文之夏,对于BRC20的阶段性看法

热点思考

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 …

在火热的铭文之夏,对于BRC20的阶段性看法 Read More »

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 »

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目录

  • 引言
  • EigenLayer 的业务逻辑
    • 业务范围
    • 业务用户
    • EigenLayer 业务细节
    • 产品进度
    • 代币经济模型
  • EigenLayer 的团队和融资背景
    • 核心团队
    • 融资情况
  • Restaking 业务的市场规模、推动叙事和挑战
    • 市场规模预测
    • 推动项目业务和预期增长的叙事
    • 问题和挑战
    • 竞争对手
  • 估值推演
  • 分类

    • 播客
    • 热点思考
    • 赛道研报
    • 项目研报
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