稳狗日记｜ Winterdog
Trader/Researcher/Builder
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In this round, the concept of DePIN emerged and once again set off a narrative climax in the Web3 circle. However, when we took a closer look at the actual implementation and economic models of these projects, we found that: in the current DePIN market, more than 60% of the equipment suppliers are from Huaqiangbei, Shenzhen. The selling price of these devices is often 30-50 times the wholesale price in Huaqiangbei, and almost all hardware investors have lost all their money.
稳狗日记｜ Winterdog2025-05-12 07:00
Trump is once again wielding the tariff stick in an attempt to reverse the long-standing trade imbalance. This tariff strategy may reshape the US trade structure and capital flows in the short term, but it also hides a new impact on the US Treasury market. Can everything that has been hit by the tariff policy be saved? How can it be saved? And how should it be viewed?
稳狗日记｜ Winterdog2025-04-03 09:40
When a16z released its annual “State of Crypto” report, it quickly went viral across major media outlets, X accounts, and Telegram communities, all sharing its impressive charts. The highlights from the report conveyed a unified message: “We are optimistic,” but today I wanted to share some additional context and data highlights to supplement this impressive report. This way, you can get a broader understanding of the market.
稳狗日记｜ Winterdog2025-01-08 08:27
The current market value of the stablecoin market is 205 billion US dollars, and the market share of USDT continues to decline. In addition to traditional stablecoins, many new stablecoins are born in this cycle. Wengou made a summary of the existing stablecoins in the market on the last day of 2024. I wish you all a happy new year in advance. In 2025, stablecoins will come in droves!
稳狗日记｜ Winterdog2025-01-06 10:39
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