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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 …

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

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 »

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Table of Contents

  • Key Insight
    • Core investment logic
    • Valuation
    • Main Risks
  • Business Analysis
    • User Base
    • Business Details and Multi-chain Strategy
  • Tokenomics Analysis
    • Token Supply and Distribution
    • Token Value Capture
    • The User Base of $PSTAKE
  • Categories

    • Insights
    • Projects
    • Sectors
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