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【WEB3 Founders Real Talk EP12 Recap】Frax: The Main Focus in 2024 would be Fraxtal

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Andy …

【WEB3 Founders Real Talk EP12 Recap】Frax: The Main Focus in 2024 would be Fraxtal Read More »

Gelato: Web3开发者服务老兵和RaaS新人

项目研报

1. 报告要点 1.1 核心投资逻辑 Gelato在开发者服务领域深耕多年,已经形成了比较完善的开发者服务套件 …

Gelato: Web3开发者服务老兵和RaaS新人 Read More »

Gelato: A Veteran in Web3 Developer Services Embarks on a RaaS Journey

Projects

Investment Thesis Gelato has been deeply involved in th …

Gelato: A Veteran in Web3 Developer Services Embarks on a RaaS Journey Read More »

Covalent Network: The Hidden Gem of Decentralized Infrastructure

Projects

Overview of Covalent Business Positioning Covalent offe …

Covalent Network: The Hidden Gem of Decentralized Infrastructure Read More »

Covalent Network:去中心化基础设施赛道的遗珠

项目研报

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 …

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【WEB3 Founders Real Talk EP11】Scroll:创造更多价值,超越客群竞争

播客

主持人: Blair Zhu, Mint Ventures 嘉宾: Sandy, Co-founder of …

【WEB3 Founders Real Talk EP11】Scroll:创造更多价值,超越客群竞争 Read More »

【WEB3 Founders Real Talk EP11 Recap】Scroll: Creating More Value than Chasing the Same Customers

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Sandy, Co …

【WEB3 Founders Real Talk EP11 Recap】Scroll: Creating More Value than Chasing the Same Customers Read More »

EP20:加密市场二级投资心法:2024机会展望

播客

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 …

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Rollup Summer思考:叙事推演和投资机会

热点思考

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: …

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Exploring Rollup Summer: Analyzing Narratives and Uncovering Investment opportunities

Insights

In this article, we will explore emerging trends in the …

Exploring Rollup Summer: Analyzing Narratives and Uncovering Investment opportunities Read More »

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Table of Contents

  • What is Rollup Summer?
    • The Flywheel Effect Generated by New Rollups
    • The Cancun Upgrade
  • Case Studies of New Rollups: ZKFair and Manta
    • ZKFair
    • Manta
  • Projected Developments Following Rollup Summer
  • Opportunities in the Secondary Market: Investing in the Rollup Summer Narrative
    • Speculation 1: Celestia as the “Ethereum” of the Rollup Era
    • Speculation 2: Interest-Bearing Assets as the Emerging Standard
    • Speculation 3: Rollups Overtaking Layer1 Market Share
    • Challenges and Risks in the Rollup Summer Narrative
  • Categories

    • Insights
    • Projects
    • Sectors
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