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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 …

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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 »

pSTAKE Finance: A Multi-chain Liquidity Staking Protocol Backed by Binance

Projects

Key Insight Core investment logic While Ethereum has tr …

pSTAKE Finance: A Multi-chain Liquidity Staking Protocol Backed by Binance Read More »

WEB3 Founders Real Talk EP06:Pendle:把握热点构建突破性产品

播客

主持人:Blair Zhu,Mint Ventures 嘉宾: TN, Pendle CEO 采访时间:202 …

WEB3 Founders Real Talk EP06:Pendle:把握热点构建突破性产品 Read More »

【WEB3 Founders Real Talk EP06 Recap】Pendle: Building Products that Ride the Wave

Insights

Host: Blair Zhu, Brand Director of Mint Ventures Specia …

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EP17: 深聊BRC20:BTC网络新生儿成功和失败的可能性

播客

主持人:Mint Ventures 研究合伙人 Alex 嘉宾:LD Capital US Yilan;知名华 …

EP17: 深聊BRC20:BTC网络新生儿成功和失败的可能性 Read More »

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目录

  • 用通俗的语言讲述:到底BRC20是什么?
  • 目前比较火的BRC20代表项目
  • BRC20代币存在的必要性
  • BRC20对哪些势力是有利的 潜在支持者有哪些人?
  • BRC20对于BTC发展到底是恶性还是良性
  • BRC20代币交易向二层转移其价值是被削弱还是增强?
  • 展望BRC20更大的叙事空间
  • 分类

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