ArkStream Capital
ArkStream Capital是以增长为驱动的原生加密货币基金。
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2025, when crypto assets return to "financial logic"
External variables and internal evolution combined to drive the transformation of the crypto industry in 2025, and further laid the foundation for two clear paths for the future development of the crypto industry.
ArkStream Capital2025-12-30 23:00
ArkStream Capital: The Q3 uptrend has come to an end, and Q4 is entering a repricing phase.
ArkStream Capital: The Q3 uptrend has come to an end, and Q4 is entering a repricing phase.
ArkStream Capital2025-11-21 04:00
USDe's 90 minutes: a misinterpreted incident of a broken anchor
Overall, the USDE depegging on Binance lasted approximately 45 minutes, with the maximum depegging amplitude reaching approximately -35% (instantaneously). During this period, total trading volume exceeded 780M USDT. This incident is more akin to a liquidity flash crash than a structural risk in the protocol.
ArkStream Capital2025-10-14 08:00
2025Q2 Review: The crypto market has reached a structural turning point of "compliance narrative + real returns"
In the second quarter of 2025, the crypto market showed an overall recovery trend, and multiple favorable factors formed a combined force to accelerate the pace of the industry. On the one hand, the global macro environment stabilized and tariff policies eased, providing a more friendly background for capital flow and asset layout.
ArkStream Capital2025-07-10 01:00
The Trump family is down, the power game of WLFI and CEX-DEX fusion
Since its launch in 2024, World Liberty Financial (WLFI), a DeFi project supported by the Trump family, has had a multi-dimensional impact on the cryptocurrency industry with its political background and capital operation. WLFI is regarded as a "barometer" of the Trump administration's crypto-friendly policies.
ArkStream Capital2025-04-18 02:00
ArkStream Capital: Why did we invest in Ethena after Trump took office?
It is expected that by 2025, decentralized stablecoins represented by Ethena will continue to grow in market size and reach a market share of 10%.
ArkStream Capital2024-12-27 05:42
Memecoin craze from a VC perspective: a new investment battlefield or a liquidity exit trap?
What changes have Meme gone through? From the perspective of VC, how can we participate in it? These questions are worth our in-depth discussion.
ArkStream Capital2024-11-06 04:00
With a multi-billion dollar track to be unlocked, how will PayFi open a new chapter in crypto payments?
We briefly sorted out the encrypted payment track and focused on how PayFi iterates the encrypted payment track, so as to gradually explore its future development direction.
ArkStream Capital2024-10-25 08:00
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