快速成长的Morpho，会是Aave的潜在对手吗？
引言 经历了2020-2023这一波牛熊周期，我们发现：Web3商业世界里的应用层，目前真正成立的商业模式大类 …
Will Rapidly-Growing Morpho Become A Formidable Challenger to Aave?
Preface Having witnessed the volatility of crypto marke …
Will Rapidly-Growing Morpho Become A Formidable Challenger to Aave? Read More »
【WEB3 Founders Real Talk EP10】Ava Labs：竞争之前，先一起把蛋糕做大
主持人: Blair Zhu, Mint Ventures 嘉宾: Lydia Chiu, VP of Bus …
【WEB3 Founders Real Talk EP10】Ava Labs：竞争之前，先一起把蛋糕做大 Read More »
【WEB3 Founders Real Talk EP10 Recap】Ava Labs: Growing the Pie Before Competing Over Slices
Host: Blair Zhu, Mint Ventures Special Guest: Lydia Chi …
速览Restaking领头羊：EigenLayer的业务逻辑和估值推演
引言 随着以太坊上海升级的完成，不少LSD项目的业务都迎来了快速增长，LSD资产的用户人数和净值也大幅上升。另 …
A Quick Look at the Pioneer of Restaking: Understanding EigenLayer’s Business Logic and Valuation Analysis
Preface With the completion of the Ethereum Shanghai up …
熊市中的头部游戏公会：有的向阳生长，有的悄然掉队
过去两周 YGG 价格的过山车让市场的目光重新聚焦在游戏公会赛道，在上涨伊始，笔者曾在推特分享过一份从国库视角 …
An Overview of Decentralized Reserve Stablecoins: Historical Evolution and Model Analysis
At the end of July, the leading figure in decentralized …
去中心化储备稳定币：历史发展和模式解析
7月底，去中心化稳定币的龙头Liquity宣布其V2版本将会推出风险中性的稳定币“Delta Neutral …
Thoughts on Tokenized Treasury Bond Operations: Finding The Definitive Solution For Mid-Term RWA
In our previous analysis, we pinpointed Treasury RWAs a …
