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只做一级市场价值投资的区块链投资机构，由杜均与BMAN创建
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ETH rolls technology rolls expansion, Solana rolls token rolls application
The current situation of the two major public chain giants is that one is focusing on technology, and the other is expanding application scenarios.
ABCDE2025-03-25 04:00
From the perspective of VC, let’s talk about the recent changes in the RWA track
Do you have any sense of the direction of RWA in the past few months?
ABCDE2025-03-19 02:00
The crypto market from the perspective of VCs in the East and the West: narrative for narrative’s sake, boring as hell
As for the feeling of the market, the word "boring" may be the most appropriate adjective, or it can be said to be a temporary "consensus".
ABCDE2025-03-14 08:30
Bitcoin's $2 trillion conspiracy: Expanding the boundaries of time and space
BTCFi has huge growth potential. Currently, the TVL of the Bitcoin network only accounts for 0.14% of the total market value of Bitcoin. Compared with other mainstream public chains, BTCFi has 65 times of growth space. Even if calculated at a ratio of 1%, it has ten times of growth potential.
ABCDE2024-12-01 05:58
ABCDE Investment Research Partner: What is the main theme of this bull market?
PayFi connects the real world, and AI Agent enhances the on-chain world.
ABCDE2024-11-07 12:00
ABCDE Investment Research Partner: Looking at Ethereum’s “dilemma” from the perspective of the primary market
My only worry is whether ETH is content with the status quo, and is willing to let innovation and value capture happen on L2, while L1 itself can focus on DA and settlement (while facing competition from projects such as Celestia), and the price of the currency remains calm.
ABCDE2024-11-01 01:00
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