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An Overview of the Leading Decentralized Stablecoin: Liquity

Projects

TL, DR Hot Takes LUSD manages to become the 1st (fully) …

An Overview of the Leading Decentralized Stablecoin: Liquity Read More »

Unpacking the Potential of Crypto Interest Rate Market with LSD Market Service Provider: Pendle

Projects

Key Insights Core Investment Logic As the LSD narrative …

Unpacking the Potential of Crypto Interest Rate Market with LSD Market Service Provider: Pendle Read More »

从Velodrome到Chronos,ve(3,3)卷土重来,它是更好的Dex模式吗?

赛道研报

概述 本篇研报主要关注当下ve(3,3)Dex项目的发展现状,以及该模式在商业上的优势和挑战,并对Dexs赛道 …

从Velodrome到Chronos,ve(3,3)卷土重来,它是更好的Dex模式吗? Read More »

WEB3 Founders Real Talk EP05:对话Another1:建立社区将加速时尚品牌与Web3真正碰撞

播客

主持人: Blair Zhu,Mint Ventures 嘉宾: Marco, Another1 CEO 采访 …

WEB3 Founders Real Talk EP05:对话Another1:建立社区将加速时尚品牌与Web3真正碰撞 Read More »

【WEB3 Founders Real Talk EP05 Recap】Another1: Unleashing Web3 and Fashion Success—— Build A Killer Community

Insights

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

【WEB3 Founders Real Talk EP05 Recap】Another1: Unleashing Web3 and Fashion Success—— Build A Killer Community Read More »

Exploring Incentive Models on Trading Platforms: Liquidity VS Trading Behavior

Insights

Introduction In a recent group discussion held by Mint …

Exploring Incentive Models on Trading Platforms: Liquidity VS Trading Behavior Read More »

加密利率市场春风将至?深度解析LSD利率市场服务商Pendle

项目研报

1. 研究要点 1.1 核心投资逻辑 随着LSD叙事的深入,基于LSD发展更复杂的DeFi工具、关注和推演债券 …

加密利率市场春风将至?深度解析LSD利率市场服务商Pendle Read More »

WEB3 Founders Real Talk EP04:对话Spice Finance—— 加密行业的短期波动孕育着长期稳定

播客

主持人:Blair Zhu,Mint Ventures 嘉宾: Dylan, Spice Finance联合创 …

WEB3 Founders Real Talk EP04:对话Spice Finance—— 加密行业的短期波动孕育着长期稳定 Read More »

【WEB3 Founders Real Talk EP04 Recap】Spice Finance: Short-term Volatility Breeds Long-term Stability

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Dylan, Co …

【WEB3 Founders Real Talk EP04 Recap】Spice Finance: Short-term Volatility Breeds Long-term Stability Read More »

pSTAKE项目速览:币安支持的LSD的腰部项目

项目研报

1. 研究要点 1.1 核心投资逻辑 在ETH流动性质押之外,BNB与ATOM质押市场开始获得投资者的注意力。 …

pSTAKE项目速览:币安支持的LSD的腰部项目 Read More »

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目录

  • 1. 研究要点
    • 1.1 核心投资逻辑
    • 1.2 估值
    • 1.3. 主要风险
  • 2. 项目基本情况
    • 2.1 项目业务范围
    • 2.2 过往发展情况和路线图
    • 2.3 业务情况
    • 2.4 业务数据
    • 2.4 团队情况
    • 2.5 融资情况
  • 3. 业务分析
    • 3.1 行业空间及潜力
    • 3.2 通证模型分析
    • 3.3 项目竞争格局
    • 3.4 项目风险
  • 4. 初步价值评估
    • 4.1 核心问题
    • 4.2 估值水平
    • 4.3 总结
  • 5. 参考资料
  • 分类

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