This article starts from the case of Hyperliquid successfully building the HyperEVM ecosystem, and deeply analyzes why "Build it and they will come" is no longer applicable to emerging blockchain infrastructure projects. Combining with Ritual's practice, the author proposes a more sustainable path of active incubation and ecological native prototype construction, providing a reference for the cold start of L1/L2.
6/11/2025, 3:42:39 AM
This article introduces the author's criteria for evaluating RWA (Real World Assets) projects as a venture capitalist. It primarily covers four aspects: the team's underwriting experience, go-to-market strategy, the rationale for asset tokenization, and compliance considerations. The article also analyzes the current state of tokenized debt, highlighting the changes brought about by traditional finance experts entering the crypto space in recent years. Finally, the author focuses on Plume, an RWA ecosystem platform, showcasing its advantages in compliance, team background, and market strateg
9/18/2024, 3:39:32 AM
The NYC 2.2 event hosted by the Monad Foundation has concluded, with 44 teams participating, focusing on user needs, product-market fit, delivery speed, and breakout strategies, injecting practical and driven construction capabilities into the Layer 1 ecosystem.
7/1/2025, 1:17:51 AM
This article delves into the key strategies for achieving market capitalization growth in the crypto space, and emphasizes the importance of launching projects early. The article analyzes the advantages of early launches, such as validating ideas, establishing a leading position, and forming community effects, and points out that product building is not the only determining factor; team background and community building are equally important.
1/13/2025, 7:29:42 AM
This article outlines various mechanisms and implementation strategies for designing loyalty programs, highlighting their advantages, challenges, and future development trends. It aims to help builders and projects in the Web3 space understand the importance of loyalty programs and their role in driving sustainable growth.
7/28/2024, 9:11:22 AM
This article analyzes the relationship and differences between memecoins and AI agent tokens, exploring how these projects rely on social media attention and community interaction in the absence of clear pricing models. The piece also discusses the challenges and strategies of investing in AI agents, providing guidance for investors on how to select promising projects, while emphasizing the importance of continuously capturing attention in these domains.
1/9/2025, 7:57:14 AM
A deep analysis of the future direction of the stablecoin market breaks the market down into seven key areas: settlement networks, stablecoin issuers, liquidity providers, value transfer and monetary services, aggregated APIs and messaging, merchant gateways, and stablecoin-driven applications. It explores the value chains and growth potential within each category, providing investors with a clear market framework and a detailed discussion of the competitive landscape and success factors in each area.
12/18/2024, 3:10:15 AM
This article analyzes how decentralized science (DeSci) introduces the liquidity of Meme coins into scientific research to support real scientific exploration. The article analyzes the business models of Bio Protocol and Pump.Science and discusses the real needs and market of DeSci. potential, and discuss how DeSci balances long-term investment in scientific research with short-term speculation in the crypto market, as well as the future development direction of DeSci's narrative.
12/11/2024, 7:37:25 AM
The web3 growth stack feels inevitable—web3 companies need to understand their users, deeply engage them, and reach new ones. This report delves into this rapidly emerging industry, offering a comprehensive overview of the most promising web3 growth companies. It includes both publicly announced and privately shared fundraising data, providing a detailed snapshot of the industry today.
9/3/2024, 6:05:21 PM
The article conducts a study on the data of South Korean centralized exchanges and explores the characteristics and trends of South Korean investors.
12/27/2023, 10:45:19 AM
In the cryptocurrency space, promoting meme coins has become a popular market strategy to rally users and boost the price of a particular asset. This article analyzes how to measure a meme coin using financial and social indicators, and observes data such as trading volume and liquidity through on-chain monitoring tools.
5/5/2024, 3:19:28 PM
In the first half of 2025, 58% of global venture capital flowed into AI, with giants like OpenAI dominating. This article provides a detailed analysis of funding trends, stage distribution, regional disparities, and regulatory expectations, while predicting the H2 outlook: a mix of bubbles and inflection points, where execution will determine the fate of AI startups. Essential reading for investors, entrepreneurs, and industry observers seeking in-depth insights.
6/27/2025, 9:37:08 AM
Web3 startups typically utilize cryptographic tokens to establish self-executing ecosystems. Token vesting refers to the gradual release of token supply over a specified period, where early investors and contributors may receive discounted or free tokens. Choosing the right vesting terms is crucial for early investors and contributors, considering factors such as fairness, sustainability, and stability.
1/26/2024, 8:19:20 AM
This article shares our latest thoughts from a year ago, reflecting on the current state and perspectives of BTC, and predicting future developments. We observe intense competition among EVM L2/sidechains, increased liquidity fragmentation and scaling solutions, and widespread trust assumptions across L2 and meta-protocols. Different trust assumptions are proposed for sidechains, rollups, and meta-protocols. The development trends of Bitcoin include the issuance of digital assets, programmable solutions, and improved capital efficiency. Additionally, some emerging solutions and potential winners are mentioned, calling for everyone to build the Bitcoin ecosystem together.
6/7/2024, 1:44:15 AM
Over the next 12 months, we’re excited to see increasingly sophisticated language systems paired with different data types and neural network architectures to advance the overall design space. Amid the hype around AI Agents x Crypto, this article shares 10 categories to watch in 2025.
12/23/2024, 6:06:42 AM