Covalent Network：去中心化基础设施赛道的遗珠
1. 报告要点 1.1 核心投资逻辑 Covalent是一个处于快速发展赛道的头部项目，各项业务数据处在快速上 …
【WEB3 Founders Real Talk EP11】Scroll：创造更多价值，超越客群竞争
主持人: Blair Zhu, Mint Ventures 嘉宾: Sandy, Co-founder of …
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【WEB3 Founders Real Talk EP11 Recap】Scroll: Creating More Value than Chasing the Same Customers
Host: Blair Zhu, Mint Ventures Special Guest: Sandy, Co …
EP20：加密市场二级投资心法：2024机会展望
主持人：Alex Mint Ventures研究合伙人 嘉宾：老陆 老陆的区块链笔记TG的频道作者，墨客 Ar …
Rollup Summer思考：叙事推演和投资机会
本文内容是笔者对于Rollup市场新趋势的观察，未来的发展，以及可能存在的机会的推演。尝试讨论以下几个话题： …
Exploring Rollup Summer: Analyzing Narratives and Uncovering Investment opportunities
In this article, we will explore emerging trends in the …
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Evaluating Vitalik’s Proposals on Ethereum Staking: An Analysis of Their Potential Effects
Introduction The landscape of Ethereum staking, along w …
深读V神Staking长文：其构想将如何深远影响质押赛道？
1. 导读 以太坊质押及其相关的衍生赛道无疑是近一两年最为火热的话题。从 Beacon Chain 到 The …
在火热的铭文之夏，对于BRC20的阶段性看法
引言 以BRC20系列为代表的铭文资产最近非常火热，印象里这是ordinal协议推出以来，今年的第二波资产主升 …
Phased Reflections on The BRC-20 Market During The Inscription Summer
Introduction Inscriptions, especially epitomized by the …
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