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熊市抄底,不要选择Meme

热点思考

本期Clips来自于笔者与其他投资者在一个加密社群关于Meme话题的一次讨论,笔者将自己的观点在本文进行了展开 …

熊市抄底,不要选择Meme Read More »

Mastering the Dip: Dodging Meme Coin Mania

Insights

In this Clip, we unpack a lively discussion centered ar …

Mastering the Dip: Dodging Meme Coin Mania Read More »

Reflecting on Apple’s Vision Pro: The Future of XR, RNDR, and Spatial Computing

Insights

In the early hours of June 6th, during the WWDC event, …

Reflecting on Apple’s Vision Pro: The Future of XR, RNDR, and Spatial Computing Read More »

Battle of the DEXs on zkSync: A Comparative Analysis of SyncSwap and iZiSwap

Insights

This Clip delves into the battle between the premier de …

Battle of the DEXs on zkSync: A Comparative Analysis of SyncSwap and iZiSwap Read More »

【WEB3 Founders Real Talk EP08】Upshot:为NFT提供更优的定价机制

播客

主持人:Blair Zhu,Mint Ventures 嘉宾:Nick Emmons, Co-founder …

【WEB3 Founders Real Talk EP08】Upshot:为NFT提供更优的定价机制 Read More »

【WEB3 Founders Real Talk EP08 Recap】Upshot: Empowering the NFTFi with Scalable and Accurate Appraisals

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Nick Emmo …

【WEB3 Founders Real Talk EP08 Recap】Upshot: Empowering the NFTFi with Scalable and Accurate Appraisals Read More »

EDCON2023 Reflection – Unveiling the Prospects of Infrastructure and Applications

Insights

In 2013, Vitalik Buterin wrote the Ethereum whitepaper. …

EDCON2023 Reflection – Unveiling the Prospects of Infrastructure and Applications Read More »

EP18: RWA漫谈:合规、细分赛道和前景展望

播客

主持人:Colin Mint Ventures 研究员 嘉宾:民道老师 dForce创始人 节目录制时间:20 …

EP18: RWA漫谈:合规、细分赛道和前景展望 Read More »

The MakerDAO Dilemma: Concerns Beyond RWA Exposure

Insights

This Clip shines a spotlight on MakerDAO, a leading for …

The MakerDAO Dilemma: Concerns Beyond RWA Exposure Read More »

MakerDao的隐忧,不仅仅是RWA的敞口

热点思考

本期Clips关注近期热度颇高的RWA龙头和DeFi蓝筹项目MakerDao。笔者尝试分析MKR上涨的内外动因 …

MakerDao的隐忧,不仅仅是RWA的敞口 Read More »

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目录

  • 1. MKR 价格回春:众多因素共振的结果
  • 2. MakerDao 业务的本质
  • 3. Dai 竞争优势的来源
  • 4. MakerDao 的真正挑战
    • 问题1:Dai 的规模持续萎缩,应用场景拓展长期停滞
    • 问题2:subDAO 项目怎么在输血 MKR 和 Dai 的同时还能创业成功?
  • 5. MakerDao 的其他隐忧
  • 6. Endgame 不是终局
  • 7. 参考内容与致谢
  • 分类

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