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Thoughts on Tokenized Treasury Bond Operations: Finding The Definitive Solution For Mid-Term RWA

Insights

In our previous analysis, we pinpointed Treasury RWAs a …

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中短期RWA唯一正解:Web3国债业务漫谈

热点思考

在上一篇文中,我们提到,在短中期RWA最有可能在规模和用户层面实现爆发的细分品类是国债类RWA。根据rwa.x …

中短期RWA唯一正解:Web3国债业务漫谈 Read More »

布局坎昆升级,OP和ARB谁是更佳选择?

热点思考

2023年,坎昆升级无疑是继上海升级之后最关键的行业事件之一,受益于它的L2项目也是我们今年重点跟踪的赛道。 …

布局坎昆升级,OP和ARB谁是更佳选择? Read More »

OP vs ARB: Which Stands Out As The Better Investment Target Post-Cancun Upgrade?

Insights

In 2023, the Cancun upgrade has firmly established itse …

OP vs ARB: Which Stands Out As The Better Investment Target Post-Cancun Upgrade? Read More »

回顾 Yuga Labs 过去一年,APE 还是好的熊市抄底标的吗?

热点思考

距离上一次对 Yuga 生态的回顾(见《APE质押临近、监管施压,关键时点重新审视Yuga Labs生态价值》 …

回顾 Yuga Labs 过去一年,APE 还是好的熊市抄底标的吗? Read More »

The Emerging Power: Lybra’s Growth and Challenges in the LSDFi Landscape

Insights

Preamble Launched in April 2023, Lybra Finance has emer …

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Lybra:LSDFi新贵的成长之道和现实挑战

热点思考

引言 Lybra Finance是今年4月才诞生的LSDFi的新项目,从其诞生伊始就风波不断,IDO资金来源以 …

Lybra:LSDFi新贵的成长之道和现实挑战 Read More »

【WEB3 Founders Real Talk EP09 Recap】EthStorage: Unleashing Storage Scalability with L2 & DA 

Insights

Host: Blair Zhu, Mint Ventures Special Guest: Qi Zhou, …

【WEB3 Founders Real Talk EP09 Recap】EthStorage: Unleashing Storage Scalability with L2 & DA  Read More »

【WEB3 Founders Real Talk EP09】EthStorage:扩容以太坊生态的存储性能

播客

主持人: Blair Zhu,Mint Ventures 嘉宾:: Qi Zhou, Founder of E …

【WEB3 Founders Real Talk EP09】EthStorage:扩容以太坊生态的存储性能 Read More »

熊市抄底,不要选择Meme

热点思考

本期Clips来自于笔者与其他投资者在一个加密社群关于Meme话题的一次讨论,笔者将自己的观点在本文进行了展开 …

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目录

  • Meme 代币的价值来源
  • Meme 代币缺少护城河
  • Meme 背后的团队也缺少长期维护它的动机
  • 反例:Dogecoin 和 Bitcoin
  • 分类

    • 播客
    • 热点思考
    • 赛道研报
    • 项目研报
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