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速览Hyperliquid:产品现状、经济模型及估值

热点思考

1.引言 Hyperliquid可谓是近期加密市场除了AI和Meme之外最大的亮点,不接受VC投资、将70%的 …

速览Hyperliquid:产品现状、经济模型及估值 Read More »

EP24:近观Hyperliquid:产品架构、商业模式、增长来源和估值方式

播客

点击收听本期节目音频。 主持人:Alex,Mint Ventures 研究合伙人 嘉宾:Lawrence,Mi …

EP24:近观Hyperliquid:产品架构、商业模式、增长来源和估值方式 Read More »

EP23:重新审视Defi:Web3商业模式最成熟赛道的现在和未来

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 …

EP23:重新审视Defi:Web3商业模式最成熟赛道的现在和未来 Read More »

速览Web3综合云服务平台4EVERLAND

热点思考

1. 引言 近期,立项和运营超过4年的Web3综合云服务商4EVERLAND近期终于进行了TGE,从去中心化前 …

速览Web3综合云服务平台4EVERLAND Read More »

EP22:Web3赛道的现状和未来系列第一辑:Crypto AI,方兴未艾还是泡沫时刻?

播客

点击收听本期音频。 主持人:Alex,Mint Ventures 研究合伙人 嘉宾:Max,Youtube 频 …

EP22:Web3赛道的现状和未来系列第一辑:Crypto AI,方兴未艾还是泡沫时刻? Read More »

Solana之夏的遗珠:在Meme热潮中默默发财的Metaplex被低估了吗?

项目研报

1. 引言 如果要说这轮牛市周期中业务发展最好的L1是哪条,大部分人的答案都会是:Solana。 无论是活跃地 …

Solana之夏的遗珠:在Meme热潮中默默发财的Metaplex被低估了吗? Read More »

The Underrated Gem of Solana Summer: Is Metaplex Undervalued Amid the Meme Frenzy?

Projects

Introduction If we were to name the Layer 1 blockchain …

The Underrated Gem of Solana Summer: Is Metaplex Undervalued Amid the Meme Frenzy? Read More »

The differences in the staking business models of Ethereum and Solana: Starting with Lido and Solayer

Insights

After securing two consecutive funding rounds, includin …

The differences in the staking business models of Ethereum and Solana: Starting with Lido and Solayer Read More »

以太坊和Solana的Staking商业模式差异:从Lido和Solayer谈起

热点思考

在接连获得两轮融资,包括Polychain领投的1200万美元融资和Binance labs的融资之后,Sol …

以太坊和Solana的Staking商业模式差异:从Lido和Solayer谈起 Read More »

Revisiting Ethena: After an 80% plunge, is ENA still positioned in the undervalued strike zone?

Projects

Introduction Ethena stands out as a rare phenomenon in …

Revisiting Ethena: After an 80% plunge, is ENA still positioned in the undervalued strike zone? Read More »

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Table of Contents

  • Introduction
  • Business Performance: Ethena’s Current Core Business Situation
    • Ethena’s Business Model
    • Core Business Metrics of Ethena
  • Future Business Outlook: Promising Narratives and Developments for Ethena
  • Valuation Level: Is ENA’s Current Price Within an Undervalued Striking Range?
    • Qualitative Analysis
    • Quantitative Comparison
  • Summary
  • References and Data Sources
  • Categories

    • Insights
    • Projects
    • Sectors
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