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Riding the Wave of Arbitrum: A Deep Insight of Trader Joe’s Fundamentals and Future Outlook

Projects

Key Insights Core Investment Logic At the forefront of …

Riding the Wave of Arbitrum: A Deep Insight of Trader Joe’s Fundamentals and Future Outlook Read More »

Ramblings on RWAs: Underlying Assets, Business Structure, and Their Evolution in Crypto World

Insights

The debate about Real World Assets (RWA) has been inten …

Ramblings on RWAs: Underlying Assets, Business Structure, and Their Evolution in Crypto World Read More »

黑山EDCON2023结束一个月后的思考:基础设施和应用趋势前瞻

热点思考

2013年Vitalik Buterin写下了以太坊白皮书,10年后的2023年以太坊开发者大会EDCON(C …

黑山EDCON2023结束一个月后的思考:基础设施和应用趋势前瞻 Read More »

Unpacking ve(3,3) DEX Innovations: An In-depth Analysis of Velodrome Finance, Thena, Equalizer and Chronos

Sectors

Key Insights This article delves into the ever-evolving …

Unpacking ve(3,3) DEX Innovations: An In-depth Analysis of Velodrome Finance, Thena, Equalizer and Chronos Read More »

zkSync头部Dex对决:Syncswap vs iZiswap

热点思考

本期项目速览关注新兴的L2生态zkSync的头部Dex之争,尝试回答以下问题: – 为什么有必要关注zkSyn …

zkSync头部Dex对决:Syncswap vs iZiswap Read More »

Post-Shapella: Exploring LSD-Fi’s Role in the Yield and Competition Dynamics

Insights

April 13, 2023, marks a milestone in Ethereum’s h …

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Shapella升级之后:收益率、竞争和LSD-Fi的长期影响

热点思考

2023年4月13日,以太坊的Shapella(执行层的Shanghai和共识层的Capella)升级正式上线 …

Shapella升级之后:收益率、竞争和LSD-Fi的长期影响 Read More »

【WEB3 Founders Real Talk EP07】Origin Protocol:探索多层塔收益的LSDFi

播客

主持人:Blair Zhu,Mint Ventures 嘉宾: Josh Fraser, Co-founder …

【WEB3 Founders Real Talk EP07】Origin Protocol:探索多层塔收益的LSDFi Read More »

【WEB3 Founders Real Talk EP07 Recap】Origin Protocol: Explore the Rise of LSDFi

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Josh Fras …

【WEB3 Founders Real Talk EP07 Recap】Origin Protocol: Explore the Rise of LSDFi Read More »

借Arbitrum迎来第二春?全面解析Trader Joe业务现状、代币模型和估值水平

项目研报

1. 报告要点 1.1 核心投资逻辑 Trader Joe的核心优势在于坚韧、拥有很好交付能力和创新力的核心团 …

借Arbitrum迎来第二春?全面解析Trader Joe业务现状、代币模型和估值水平 Read More »

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目录

  • 1. 报告要点
    • 1.1 核心投资逻辑
    • 1.2 主要风险
    • 1.3 估值
  • 2.项目基本情况
    • 2.1 项目业务范围
    • 2.2 项目历史和路线图
    • 2.3 团队情况
    • 2.4 融资与重要合作伙伴
  • 3.业务分析
    • 3.1 行业空间及潜力
    • 3.2 业务情况
    • 3.3 项目竞争格局
    • 3.4 代币模型分析
    • 3.5 风险
  • 4.初步价值评估
    • 4.1 五个核心问题
    • 4.2 估值水平
    • 4.3总结
  • 5.参考内容
  • 分类

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