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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 »

重新审视Ethena:大跌80%后反弹,ENA是否仍在低估击球区?

项目研报

引言 Ethena是本轮周期少有的现象级DeFi项目,其代币上线后流通市值一度超过20亿美金(对应FDV超过2 …

重新审视Ethena:大跌80%后反弹,ENA是否仍在低估击球区? Read More »

EP21:meme投资经验谈——如何应对本轮meme周期

播客

主持人:Alex Mint Ventures 研究合伙人 嘉宾:Louie 专业链上投资者,Stakehold …

EP21:meme投资经验谈——如何应对本轮meme周期 Read More »

起底Polymarket: 加密预测市场的定位、扩展和阴影

项目研报

本文数据截至 2024 年 10 月 8 日 TL; DR 狭义上的预测市场通常不包含传统博彩和体育博彩,更强 …

起底Polymarket: 加密预测市场的定位、扩展和阴影 Read More »

Unveiling Polymarket: The Positioning, Expansion, and Shadows of Crypto Prediction Markets

Projects

Data valid through October 8, 2024 TL; DR In a narrow s …

Unveiling Polymarket: The Positioning, Expansion, and Shadows of Crypto Prediction Markets Read More »

dappOS:顶级机构支持的意图执行网络

热点思考

摘要 加密经济发展至今,链上的基础设施已经日渐完善,而用户体验却仍处于初级阶段。用户操作体验提升后,有望吸引更 …

dappOS:顶级机构支持的意图执行网络 Read More »

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 …

Understanding Chain Abstraction by Problem Framing Read More »

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 »

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Table of Contents

  • The Main Points of the AAVEnomics Proposal 
    • Overview of Aave’s Robust Operational Health and Strong Financial Reserves
    • Bad Debt Management Update: Transition From the Old Safety Module to The New “Umbrella” System
    • The Evolving Role of Aave Tokens and Initiation of Protocol Revenue Distribution
    • Modifications to the GHO Staking Module 
    • Other Updates 
  • Effects of the Proposal
  • Timeline and Prerequisites for Implementation 
    • Phase I: Staking Module and GHO Update
    • Phase II: $AAVE Token Utility Upgrade and Introduction of New Tokenomics
    • Phase III: Activation of Fee Switch and Initiation of Buybacks
  • Long-Term Impact of the Proposal on $AAVE Token Prices
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