SevenX Ventures
A Research-driven Crypto Venture
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When gold leads the market, why do we still firmly allocate Bitcoin?
We systematically sort out our allocation framework from the perspectives of the evolution of risk aversion logic, the hedging mechanism of gold and Bitcoin, the long-term allocation ratio, and tail risk pricing, and introduce the views of global mainstream institutions and investors to further demonstrate why Bitcoin deserves a higher weight of strategic attention in the current and future global asset portfolios.
SevenX Ventures
The Decline of the “Compliance Moat”: Deconstructing Gemini’s “Life-Sustaining” IPO and Its Investment Value
This article breaks down the key information in the S-1 from both a product and financial perspective, offering a sober assessment of Gemini's competitiveness and investment value, helping to determine whether this "compliant exchange" is worth investing in.
SevenX Ventures
A brief analysis of the new project Yield Basis by Curve founder: What are the potential opportunities in the BTC yield layer?
The article analyzes the current status and risks of BTC returns, including quantitative trading, DEX LP, lending, etc., and introduces how the Yield Basis protocol can increase BTC returns by reducing impermanent losses and promoting real transactions.
SevenX Ventures
SevenX Ventures: Xterio, Exodus
Xterio is building a comprehensive blockchain gaming infrastructure ecosystem. On the technical level, it has carried out in-depth cooperation with AltLayer and EigenLayer to jointly develop the "SuperChain" Rollups solution based on Optimism technology; in terms of game platform construction, Xterio has developed into a Web3 game hub with 8 million active users; on the game level, Xterio's content matrix is divided into two parts: self-developed games and third-party cooperative games.
SevenX Ventures
Observation on the stablecoin track: How did a trillion-dollar market come into being?
The crypto market is not the key in the stablecoin competition, distribution and real adoption are crucial. Stablecoin adoption is mainly reflected in three areas: crypto-native, fully banked, and unbanked worlds.
SevenX Ventures
SevenX Ventures: Bluesky, there are always young people
Understanding Bluesky, a new generation social platform
SevenX Ventures
SevenX Ventures：Ronin，天真与经验之歌
从 Web3 Game赛道到项目多维度的基本面，深入解读我们为什么好看Ronin。
SevenX Ventures
从二级市场“造富效应”出发，浅析AI公链Bittensor的核心竞争力
模型层目前的 Top1 毋庸置疑是 Bittensor ，为了打造一个激励层，Bittensor 到底做对了什么？
SevenX Ventures
SevenX Ventures：UXLINK如何通过“执两用中”突破 Web3 社交天花板？
UXLINK采用了“执两用中”的叙事脉络和产品构思，具备更强的可延展性和无限天花板。
SevenX Ventures
SevenX Ventures：讲述Matr1x成为全球总市值第一游戏类NFT背后的故事
为什么SevenX相信Matr1x有机会能够吸引大量游戏用户？这就要从他们的创业故事说起。
SevenX Ventures
SevenX Ventures: Altlayer 如何同时驱动模块化和再质押发展？
一文读懂Altlayer
SevenX Ventures
SevenX Ventures：Restaking 蓄势待发，Renzo Protocol如何赢得LRT War？
Renzo 是 Eigenlayer 生态的 LRT（Liquid Restaking Token），通过提供节点服务以及风险管理可以提供比质押原生ETH更高的收益以及解锁restaking的流动性。
SevenX Ventures
SevenX Ventures：解读BTC生态繁荣的本质逻辑，探索潜在的投资机会
技术路线和头部产品形态告诉你下一个Alpha在哪里
SevenX Ventures
一文读懂账户抽象ERC4337如何带来以太坊账户的进化？
账户抽象 (AA) 技术，尤其是 ERC-4337，有望彻底改变自我托管钱包的用户体验，并使其能够扩展以供大规模采用。
SevenX Ventures
SevenX Ventures：一文读懂ZKML - 零知识证明和区块链如何在人工智能和机器学习领域发挥作用？
ZK+ML=？
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