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dappOS: Understanding The Intent-Centric Execution Network

Insights

Introduction The crypto economy has grown significantly …

dappOS: Understanding The Intent-Centric Execution Network Read More »

Understanding Chain Abstraction by Problem Framing

Insights

If you found yourself baffled upon your first encounter …

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把问题作为方法:一种理解链抽象的新框架

热点思考

如果你在初接触“链抽象”概念的时候充满了困惑,那么你并不孤单。 ——看起来很重要、项目数量很多、融资很多、都说 …

把问题作为方法:一种理解链抽象的新框架 Read More »

Exploring The Updated AAVEnomics: Buybacks, Profit Distribution, and Safety Module Shift

Insights

Aave has long been on my radar, and just a few days ago …

Exploring The Updated AAVEnomics: Buybacks, Profit Distribution, and Safety Module Shift Read More »

开启回购分红、安全模块升级:深入解读Aave新经济模型

热点思考

Aave是笔者长期关注的几个项目之一,昨日其治理团队ACI在社区论坛发布了Aave新经济模型的草案,对Aave …

开启回购分红、安全模块升级:深入解读Aave新经济模型 Read More »

【WEB3 Founders Real Talk EP16】 Catizen:游戏生态的崛起

播客

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

【WEB3 Founders Real Talk EP16】 Catizen:游戏生态的崛起 Read More »

【WEB3 Founders Real Talk EP16 Recap】Catizen: The Rise of Unstoppable Gaming Ecosystem

Insights

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

【WEB3 Founders Real Talk EP16 Recap】Catizen: The Rise of Unstoppable Gaming Ecosystem Read More »

【WEB3 Founders Real Talk EP15】IQ.wiki: 解锁AI与加密的协同效应

播客

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

【WEB3 Founders Real Talk EP15】IQ.wiki: 解锁AI与加密的协同效应 Read More »

【WEB3 Founders Real Talk EP15 Recap】IQ.wiki: Unlocking AI and Crypto Synergies

Insights

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

【WEB3 Founders Real Talk EP15 Recap】IQ.wiki: Unlocking AI and Crypto Synergies Read More »

山寨币跌跌不休,是时候重新关注Defi了

热点思考

引言 Defi赛道作为加密领域最古老的赛道之一,在本轮牛市的表现并不尽如人意,Defi板块在过去一年中的整体涨 …

山寨币跌跌不休,是时候重新关注Defi了 Read More »

文章导航
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目录

  • 引言
  • 山寨币价格大幅滑跌之谜
    • 需求端增长不足:第一轮缺乏创新叙事的牛市
    • 供给端超量增长:项目数量超发+高市值代币持续解锁
  • 关注Defi正当时:PMF产品,走出泡沫期
  • 值得关注的Defi项目
    • 1. 借贷:Aave
    • 2. Dexs:Uniswap & Raydium
    • 3. Staking:Lido
    • 4. 永续合约交易所:GMX
    • 5.其他值得关注的Defi项目
  • 总结
  • 分类

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