【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 …
An Overview of Decentralized Reserve Stablecoins: Historical Evolution and Model Analysis
At the end of July, the leading figure in decentralized …
去中心化储备稳定币：历史发展和模式解析
7月底，去中心化稳定币的龙头Liquity宣布其V2版本将会推出风险中性的稳定币“Delta Neutral …
Thoughts on Tokenized Treasury Bond Operations: Finding The Definitive Solution For Mid-Term RWA
In our previous analysis, we pinpointed Treasury RWAs a …
中短期RWA唯一正解：Web3国债业务漫谈
在上一篇文中，我们提到，在短中期RWA最有可能在规模和用户层面实现爆发的细分品类是国债类RWA。根据rwa.x …
布局坎昆升级，OP和ARB谁是更佳选择？
2023年，坎昆升级无疑是继上海升级之后最关键的行业事件之一，受益于它的L2项目也是我们今年重点跟踪的赛道。 …
OP vs ARB: Which Stands Out As The Better Investment Target Post-Cancun Upgrade?
In 2023, the Cancun upgrade has firmly established itse …
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