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How to Invest in WEB3 with its Intrinsic Value 

Insights

The prolonged crypto bear market makes it necessary to …

How to Invest in WEB3 with its Intrinsic Value  Read More »

EP03: 漫谈以太坊Merge

播客

主持人:李雨轩Lawrence Lee-Mint Ventures 研究员 嘉宾:Minion-GBV Cap …

EP03: 漫谈以太坊Merge Read More »

EP02: 多链部署,叠加充足的可扩展性,算法稳定币的尽头是Aave吗?

播客

主持人:李韵 Colin- Mint Ventures 研究员 嘉宾:dForce创始人民道老师/Crypto …

EP02: 多链部署,叠加充足的可扩展性,算法稳定币的尽头是Aave吗? Read More »

Does Tornado Cash Sanction Warm-up Into a New Decentralized Stablecoins Spring?

Insights

Sanctions Against Tornado Cash On August 8, 2022, the U …

Does Tornado Cash Sanction Warm-up Into a New Decentralized Stablecoins Spring? Read More »

监管之雷终于降临,去中心化稳定币的春天要来了吗?

热点思考

监管之雷突降Tornado Cash 除了逐渐临近的以太坊合并,美国财政部外国资产控制办公室 (简称OFAC) …

监管之雷终于降临,去中心化稳定币的春天要来了吗? Read More »

EP01: Curve亲自下场参战,去中心化稳定币硝烟再起

播客

主持人:许潇鹏 Alex- Mint Ventures 研究合伙人 嘉宾:刘秋杉— 无界版图首席研 …

EP01: Curve亲自下场参战,去中心化稳定币硝烟再起 Read More »

CeFi爆雷潮中的TrueFi:机构信用借贷业务的风险与机遇

项目研报

1. 研究要点 1.1 核心投资逻辑 Crypto信用赛道还在初期。信用借贷在传统金融中规模大,但在crypt …

CeFi爆雷潮中的TrueFi:机构信用借贷业务的风险与机遇 Read More »

TrueFi in the Midst of CeFi Collapse: Risks and Opportunities in Credit Lending Business

Projects

Key Insights  Core Investment Logic Crypto credit is in …

TrueFi in the Midst of CeFi Collapse: Risks and Opportunities in Credit Lending Business Read More »

从货币协议到DeFi矩阵,多角度解析Frax.finance

项目研报

1. 报告要点 1.1 核心投资逻辑 FRAX.finance作为一个基于部分抵押机制的算法货币系统,目前用户 …

从货币协议到DeFi矩阵,多角度解析Frax.finance Read More »

FRAX Finance: From Monetary System to DeFi Matrix

Projects

Key Insights Investment Logic Mapping FRAX Finance is a …

FRAX Finance: From Monetary System to DeFi Matrix Read More »

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Table of Contents

  • Key Insights
    • Investment Logic Mapping
    • Risk Assessment
    • Valuation
  • The Overview of FRAX
    • Project Scope
    • Milestones and Roadmap
    • Business Landscape
    • Team and Funding
  • Business Analysis
    • Sizes and Market Shares of Stablecoins
    • Competitions Among Stablecoins
    • Tokenomics
    • Risk Assessment
  • Primary Value Assessment
    • Core Issues
    • Valuation
    • Summary of Primary Value Assessment
  • References
  • Categories

    • Insights
    • Projects
    • Sectors
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