蓝狐笔记
119Followers111Articles
Don't worry, the public chains of USDC and USDT cannot shake Ethereum.
Ethereum's future, besides stablecoins, also includes asset tokenization, DeFi, and an AI agent economy.
蓝狐笔记
Is Layerzero's Zero an "Ethereum killer"?
Is Zero Chain good or bad for Ethereum? Is it the new "Ethereum killer"?
蓝狐笔记
Ethereum's two major upgrades in 2026: How to achieve breakthroughs in both 10,000 TPS and privacy and security?
These two upgrades are intended to further improve Ethereum's TPS, privacy, and security.
蓝狐笔记
A veteran of prediction markets recounts a decade of evolution: from Augur's "Innovation Theater" to Polymarket's practical breakthroughs.
Joey believes that the main reason for Polyamarket's breakthrough is its real-time event prediction (such as elections and sports) and high-liquidity design, which has attracted non-crypto users.
蓝狐笔记
Is market prediction an extension of binary options?
After paying attention to prediction markets, I've increasingly found that they are quite similar to binary options in many ways. Although they are not exactly the same, from a certain perspective, prediction markets can be considered an extension of binary options.
蓝狐笔记
When US stocks are put on the blockchain, who will become the "version of the game" in the next cycle?
The golden age of the crypto world, Westworld, is gradually coming to an end. With the entry of institutions, the crypto space has entered a new phase of financial innovation.
蓝狐笔记
From double-entry bookkeeping to blockchain's "triple-entry bookkeeping," why must banks go on the blockchain?
From a fundamental perspective, putting banks on the blockchain means changing their double-entry bookkeeping system to a three-entry bookkeeping system. Once privacy issues (ZK proof) and compliance issues (KYC) are resolved, putting banking operations on the blockchain can greatly improve efficiency. Banks will no longer need to maintain a large and outdated financial system, but can switch to a brand-new, non-downtime encrypted on-chain system.
蓝狐笔记
Decoding a16z's New Concept of "Media Pledge": Online "Written Agreements + Deposit"—An Economic Solution to Combating Fake News
While pledging does increase financial costs for the media, it can gain the trust of the audience, which is also a cost in the age of fake news.
蓝狐笔记
Tom Lee, a "brainless bull," aggressively bought 3.86 million ETH. What is his investment logic?
ETH is not only a digital currency, but also the infrastructure for building and running DeFi, stablecoins, NFTs, on-chain marketplaces, RWA, and more.
蓝狐笔记
From Fusaka to Based Rollup: How far is ETH from value capture?
If Reya succeeds, more and more L2 application chains will adopt the Rollup-based architecture, which will benefit ETH value capture.
蓝狐笔记
Why is x402 a key protocol for enabling encrypted payments?
X402, combined with stablecoins and crypto-on-chain infrastructure, will gradually and continuously impact the existing payment system. It not only utilizes stablecoins but also transfers money, credit, identity, and data into a parallel financial universe.
蓝狐笔记
Predicting the market takes a decade of honing; who will be next?
The evolution of the crypto prediction market is very interesting because it was once listed as a "falsifiable" track. It took ten years to achieve PMF (product-market fit), and its evolution exceeded market expectations.
蓝狐笔记
Decentralization Revolution: A Triple Breakthrough of ZK-Driven Development, Node Revolution, and Shared Security
In the next 3-5 years, there is an opportunity to transform "decentralization" from a narrative into a verifiable, quantifiable breakthrough that can be directly translated into economic security and resistance to attacks.
蓝狐笔记
How does Zama give blockchain a "quantum invisibility suit"?
Zama is similar to giving public blockchains like Ethereum a "super invisibility cloak," allowing users to transfer funds, lend money, trade, buy and sell stocks, participate in prediction markets, etc., all on the chain with all data encrypted, so no one can see it, not even the participating nodes.
蓝狐笔记
Detailed Explanation of EigenLayer Cap: How to get retail investors to "lend" money to giant market makers without fear of them running away with the money?
Eigencloud is exploring the composability potential of Ethereum DeFi. They recently developed an AVS with a cap, which is quite interesting, and they're trying to bring in some large institutions to participate.
蓝狐笔记
Industry News
Market Trends
Curated Readings
Subscribe