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EP07: 从Yuga Labs聊起:NFT x 虚拟时尚,品牌的变与不变

播客

主持人:Mint Ventures 投资经理Scarlett 嘉宾:传统消费投资人、虚拟时尚孵化器创始人Shi …

EP07: 从Yuga Labs聊起:NFT x 虚拟时尚,品牌的变与不变 Read More »

BAYC降价潮重现:全面分析NFT借贷龙头BendDAO的“危”与“机”

项目研报

1. 研报要点 1.1 核心投资逻辑 BendDAO创新的点对池借贷协议是高市场契合度(PMF)产品,在资金效 …

BAYC降价潮重现:全面分析NFT借贷龙头BendDAO的“危”与“机” Read More »

【WEB3 Founders Real Talk EP02 Recap】BendDAO-The Community is the Key to Thrive

Insights

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

【WEB3 Founders Real Talk EP02 Recap】BendDAO-The Community is the Key to Thrive Read More »

WEB3 Founders Real Talk EP02:BendDAO首聊流动性危机—“社区是我们的中坚力量”

播客

主持人: Blair Zhu, Mint Ventures品牌总监 嘉宾: Splinter, Head of …

WEB3 Founders Real Talk EP02:BendDAO首聊流动性危机—“社区是我们的中坚力量” Read More »

Aptos, Solana and New Blockchains Narratives

Insights

Constrained by the impossible triangle of blockchain, t …

Aptos, Solana and New Blockchains Narratives Read More »

重新梳理Polygon:以太坊扩容瑞士军刀的现状、未来增长点和估值分析

项目研报

1. 报告要点 1.1 核心投资逻辑 Polygon围绕以太坊的扩容提供了非常综合的方案,综合素质比较优秀,属 …

重新梳理Polygon:以太坊扩容瑞士军刀的现状、未来增长点和估值分析 Read More »

Aptos、Solana和新公链周期律

热点思考

本文尝试对Aptos的未来发展定位为下一个Solana。因为在区块链不可能三角的约束中,新公链总是呈现周期性发 …

Aptos、Solana和新公链周期律 Read More »

WEB3 Founders Real Talk EP01:对话Web3信贷龙头TrueFi—”我们的目标是成为首个万亿美元协议“

播客

主持人: Blair Zhu, Mint Ventures品牌总监 嘉宾: Michael Gasirrek, …

WEB3 Founders Real Talk EP01:对话Web3信贷龙头TrueFi—”我们的目标是成为首个万亿美元协议“ Read More »

【WEB3 Founders Real Talk EP01 Recap】 How TrueFi Reshapes Global Lending

Insights

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

【WEB3 Founders Real Talk EP01 Recap】 How TrueFi Reshapes Global Lending Read More »

Apecoin Values Revisited with Regulations Overhang and Staking Rollout [Full Report]

Projects

Key Insights Core Investment Logic Broad prospects but …

Apecoin Values Revisited with Regulations Overhang and Staking Rollout [Full Report] Read More »

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Table of Contents

  • Key Insights
    • Core Investment Logic
    • Main Risks
    • Valuation
  • Project Information
    • Business Scope
    • History and Roadmap
  • Business Details
    • Yuga Labs’ NFT matrix: BAYC, MAYC, BAKC, Otherdeed for Otherside, CryptoPunks, and Meebits
    • Otherside Metaverse
    • ApeCoin DAO
    • Team Profile
    • Financing
  • Business Analysis
    • Industry Space and Potential
    • Competitive Landscape
    • Token Model Analysis
    • Risks and Issues
  • Preliminary Value Assessment
    • Five Core Issues
    • Valuation Analysis
  • References
  • Categories

    • Insights
    • Projects
    • Sectors
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