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Tokenized U.S. Stocks: Current Market Status and Prospect Analysis

Sectors

Recently, the tokenized US stocks sector has witnessed …

Tokenized U.S. Stocks: Current Market Status and Prospect Analysis Read More »

代币化美股市场现状和前景分析

热点思考

近来,代币化美股领域又有诸多进展: 中心化交易所Kraken宣布推出代币化股票交易平台xStocks 中心化交 …

代币化美股市场现状和前景分析 Read More »

A Breakdown of WLFI’s Business, Background, Tokenomics, and Valuation Outlook

Projects

Introduction Circle’s stock price has been soarin …

A Breakdown of WLFI’s Business, Background, Tokenomics, and Valuation Outlook Read More »

代币解锁在即:梳理WLFI的业务、背景、代币和估值预期

热点思考

引言 Circle 上市后股价涨得如火如荼(近日明显回落),全球股市的稳定币概念股也都异常躁动。美国稳定币法案 …

代币解锁在即:梳理WLFI的业务、背景、代币和估值预期 Read More »

EP31:重新审视以太坊:现在的ETH有哪些看多理由?

播客

点击收听本期音频。 主持人:Alex, Mint Ventures 研究合伙人 嘉宾:Zhou Qi, Eth …

EP31:重新审视以太坊:现在的ETH有哪些看多理由? Read More »

EP30:深谈稳定币,Stablecoin现在还是蓝海吗?

播客

点击收听本期音频。 主持人:Alex,Mint Ventures 研究合伙人 嘉宾:民道,dForce创始人 …

EP30:深谈稳定币,Stablecoin现在还是蓝海吗? Read More »

Ondo: Product Line, Competitive Landscape, and Token Valuation of a Leading RWA Project

Projects

In this crypto cycle, where innovation has largely stal …

Ondo: Product Line, Competitive Landscape, and Token Valuation of a Leading RWA Project Read More »

Ondo :RWA龙头的产品线、竞争对手和代币估值分析

项目研报

引言:此刻关注RWA赛道的必要性 在这一轮创新乏善可陈的加密周期,我们没有看到像上一轮的Defi、NFT乃至G …

Ondo :RWA龙头的产品线、竞争对手和代币估值分析 Read More »

EP29:一个交易员的成长心得

播客

点击收听本期音频 主持人:Alex Mint Ventures 研究合伙人 嘉宾:Colin 自由交易员 链上 …

EP29:一个交易员的成长心得 Read More »

Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part III)

Projects

In the previously published first and second parts of & …

Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part III) Read More »

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Table of Contents

  • 4. Crypto Asset Services: Metaplex
    • Current Business Status
    • Competitive Landscape
    • Main challenges and risks
    • Valuation benchmark
  • 5. Hyperliquid: The Embattled Derivatives & L1 Hybrid
    • Current Business Status
    • Competitive Landscape
    • Main challenges and risks
    • Valuation benchmark
  • Categories

    • Insights
    • Projects
    • Sectors
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